$SPX Implied move for this week moving down to 86 points. The main focus will be on inflation, with CPI and PPI set to report midweek. In addition, $AAPL event on Tuesday could be a catalyst, though historically it has tended to be a “sell the news” type of reaction.
We are starting to see some nuanced discussions of what it means to work with advanced AI
In this case, GPT-5 Pro was able to do novel math, but only when guided by a math professor (though the paper also noted the speed of advance since GPT-4).
The reflection is worth reading.
Looking forward to Apple's event next Tuesday. We will do the show and a lot more from Apple Park @technology
On Aug. 25 Bank of America published some research that looked at the price performance of $AAPL the day after, 30 days post and 60 days post launch.
In most cases,…
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