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Bitcoin is stuck near $83K as rising Treasury yields and upcoming PCE inflation data keep markets cautious. Meanwhile, Robinhood is making a major push into AI trading agents, crypto perps and weekend stock trading, while OpenAI seeks $30B at a $1.4T valuation. We also cover Wall Street exploring tokenized options and signs that Gulf producers are finding ways around disruptions in the Strait of Hormuz. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hoy en Me lo dijo Adela con Adela Micha, analizamos las sanciones del Departamento del Tesoro a la red de Amílcar Olán y las investigaciones de la UIF junto a Salvador Mejía. Además, conversamos con Manolo Jiménez Salinas, gobernador de Coahuila, sobre seguridad, la estrategia política frente a la 4T y el Rodeo Saltillo 2026. Don Cheto aporta su perspectiva sobre la comunidad hispana en Estados Unidos, mientras Verónica Garay presenta la portada de TVNotas y Gus Prado analiza la llegada de la Generación X a la etapa de los abuelos. También abordamos lo más relevante del deporte con Juan Carlos Díaz Murrieta. Cerramos con consejos de ciberseguridad junto a Ignacio Gómez Villaseñor y todos los temas que marcan la agenda de este miércoles 30 de septiembre. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hoy en Me lo dijo Adela con Adela Micha, analizamos las sanciones del Departamento del Tesoro a la red de Amílcar Olán y las investigaciones de la UIF junto a Salvador Mejía. Además, conversamos con Manolo Jiménez Salinas, gobernador de Coahuila, sobre seguridad, la estrategia política frente a la 4T y el Rodeo Saltillo 2026. Don Cheto aporta su perspectiva sobre la comunidad hispana en Estados Unidos, mientras Verónica Garay presenta la portada de TVNotas y Gus Prado analiza la llegada de la Generación X a la etapa de los abuelos. También abordamos lo más relevante del deporte con Juan Carlos Díaz Murrieta. Cerramos con consejos de ciberseguridad junto a Ignacio Gómez Villaseñor y todos los temas que marcan la agenda de este miércoles 30 de septiembre. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
El malestar que siembra el régimen de la 4T no resulta únicamente de la manera en como maneja la cosa pública sino de la deriva de todo el Estado hacia un modelo tribal de querencia totalitaria.
Leyes AntiMemes de la 4T
En esta emisión de Me lo dijo Adela, Adela Micha analiza los temas políticos más relevantes de la agenda nacional.El diputado Federico Döring aborda las críticas al INE y la polémica por la sesión virtual sobre presuntas campañas anticipadas.Ricardo Monreal habla sobre las tensiones internas de la 4T, la alianza oficialista y el panorama rumbo a las elecciones.Además, Juan Carlos Díaz Murrieta presenta toda la información deportiva y Emilio Morales trae lo más destacado del espectáculo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
En esta emisión de Me lo dijo Adela, Adela Micha analiza los temas políticos más relevantes de la agenda nacional.El diputado Federico Döring aborda las críticas al INE y la polémica por la sesión virtual sobre presuntas campañas anticipadas.Ricardo Monreal habla sobre las tensiones internas de la 4T, la alianza oficialista y el panorama rumbo a las elecciones.Además, Juan Carlos Díaz Murrieta presenta toda la información deportiva y Emilio Morales trae lo más destacado del espectáculo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Los cofrades de la suprema 4T alardean de ser diferentes: “No somos iguales”, nos han sermoneado desde que emprendieron su avasalladora conquista del poder terrenal.
¿Morena cambió de identidad? La mesa analiza la izquierda, la 4T y el pragmatismoEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
Militancia de la 4T exige rigor contra perfiles impresentables: Mesa del Más AlláEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
Gather round, Schauer crew, this week on the podcast we're discussing a potentially beneficial legal flub from the Trump Administration and what it could mean for major polluters and your community. I would like to thank everyone for their patience, I was with my family last week and needed a quick break, hopefully y'all didn't miss me too much. Make sure to check out all the links below to get a fuller rundown on what's happening with environmental litigation at the moment and be sure to weigh your options (that's right! The people finally have more options! Huzzah!) I can't wait to talk to you all next week, I hope you have a great one! Learn More About Standing Up for Science! https://www.standupforscience.net/ Books: Ten Drugs: How Plants, Powders, and Pills Have Shaped the History of Medicine - Thomas Hager The Secret of Scent: Adventures in Perfume and the Science of Smell - Luca Turin The Light Eaters: How the Unseen World of Plant Intelligence Offers a New Understanding of Life on Earth - Zoe Schlanger Chain Reaction: How Chemistry Shapes Us and Our World - Ijeoma Uchegbu All About Allergies: Everything You Need to Know About Asthma, Food Allergies, Hay Fever, and More - Zachary Rubin, MD Gerontocracy in America: How the Old Are Hoarding Power and Wealth — and What To Do About It - Samuel Moyn New King James Bible (Just in case someone's like “you didn't cite all your sources!”) - Luke 8 Links: Request for Information on Artificial Intelligence Infrastructure on DOE Lands https://www.federalregister.gov/documents/2025/04/07/2025-05936/request-for-information-on-artificial-intelligence-infrastructure-on-doe-lands Tech whistleblowers warn AI could wipe out humanity. Doomspeak or not, we must take these claims seriously — (Opinion piece) https://www.theguardian.com/commentisfree/2026/sep/11/risky-ai-research-pause-humanity US boomers now sit on a whooping $85.4T in wealth. Why they may be leaving younger generations ‘worse off' https://finance.yahoo.com/news/us-boomers-now-sit-whooping-130000865.html The article where I got “Boomers hold about 51% of total household wealth” — the information is also available via Federal Reserve data Trump Exempted Some of the Nation's Biggest Polluters From Air Quality Rules. All It Took Was an Email https://www.propublica.org/article/clean-air-act-exemptions-trump-emails EPA endangerment repeal could expose industry to legal blowback https://www.eenews.net/articles/epa-endangerment-repeal-could-expose-industry-to-legal-blowback/ February article. EPA rollback may worsen Trump's Supreme Court climate headache https://www.politico.com/news/2026/09/14/epa-rollback-trumps-supreme-court-01074999 September article. Florida Goes to Court and Asserts That OpenAI and Sam Altman Are Legally a Public Nuisance https://www.forbes.com/sites/lanceeliot/2026/08/19/florida-goes-to-court-and-asserts-that-openai-and-sam-altman-are-legally-a-public-nuisance/ Health Alert Issues for Island Park Reservoir after confirming Cyanobacteria https://localnews8.com/news/2026/07/25/health-alert-issued-for-island-park-reservoir-after-confirming-cyanobacteria/ AI is about to collide with Idaho's water crisis, and we're not ready for the consequences — (Commentary piece) https://idahocapitalsun.com/2026/05/18/ai-is-about-to-collide-with-idahos-water-crisis-and-were-not-ready-for-the-consequences/ 6 data centers hit by lawsuits as Microsoft, xAI battle millions in damages — dozens of gas turbines bypassing dBA monitors plague two US states https://www.techradar.com/pro/6-data-centers-hit-by-lawsuits-as-microsoft-xai-battle-millions-in-damages-dozens-of-gas-turbines-bypassing-dba-monitors-plague-2-us-states I'm so devastated I forgot to read this article during the episode but please take time to read it now Want to Act? (Not sponsored, just concerned) Data Center Noise Pollution, Water Contamination Lawsuits https://www.classaction.org/data-center-noise-water-pollution-lawsuit Please feel no pressure to reach out. Learn more about your ad choices. Visit podcastchoices.com/adchoices
¿Corcholatas dividen a la 4T?
Brian Szytel reviews a down market day driven by oil staying above $100 (Brent 108, WTI 105), ongoing Middle East tensions, and the 10-year Treasury closing near 5%, noting equities are only a few percent off highs. Using an S&P 500 forward earnings estimate of about $406/share next year, he argues a 5% pullback implies ~17.5x forward earnings and a 10% drawdown ~16.6x—normal moves that would still look reasonable given expected double-digit earnings growth and a more tech-heavy index. He contrasts today's resilience with 2023's 5% yield episode when markets fell and credit spreads widened, saying spreads remain orderly. Ahead of the FOMC, markets price a 25 bp hike; he doubts bigger moves. He addresses weak 20-year auction headlines and explains that despite large AI-driven corporate issuance (hyperscalers spending $300–$400B; ~$2.4T total corporate issuance), pensions and insurers still strongly demand long-dated Treasuries. 00:00 Market Backdrop Today 00:44 Earnings And Valuation Math 02:27 Why Markets Stay Resilient 04:23 Fed Day And Bond Auction 05:08 AI Debt Versus Treasuries 07:16 Data Check And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
La idea de un déficit permanente parece permear sobre los economistas de la 4T que hicieron el Paquete Económico 2027.En consecuencia, hay varias alertas: un déficit público de casi 1.4 billones de pesos, la caída prevista en la recaudación de impuestos, específicamente del ISR, y el valor del dólar.Una conversación con Mario Alavez, reportero de El Cronista con 15 años de experiencia en el sector financiero.Visita la sección de Finanzas de El Sol de México para estar al día del contexto económico. Hosted on Acast. See acast.com/privacy for more information.
El tema sobre la mesa. 11 de septiembre del 2026.– La ENVIPE 2026 del INEGI —publicada hoy— documenta que 23 millones de mexicanos fueron víctimas de algún delito en 2025, uno de cada cinco, con un costo promedio de 6,130 pesos por víctima en medidas de autoprotección; el fraude ya es el delito más frecuente en 27 de 32 estados, desplazando al robo, señal de que los grupos criminales se diversifican y se adaptan a donde la población es más vulnerable. El dato más revelador es la cifra negra: el 93.4% de los 33.8 millones de delitos ocurridos no se denunció, principalmente por desconfianza en la autoridad, trámites engorrosos y certeza de que es pérdida de tiempo —una radiografía del colapso de confianza entre ciudadanos e instituciones que la reforma judicial no corrigió. El diagnóstico de fondo es estructural: la 4T eliminó los subsidios para equipamiento y capacitación de las policías municipales, las corporaciones federales llegan a levantar casquillos pero no a prevenir, y sin mando único real los más de 2,000 municipios del país improvisan su seguridad a conveniencia —o a negociación con el crimen organizado.
Malos resultados de México en prueba PISA de OCDE no son sólo por causa de este gobierno. Administraciones anteriores a 4T también fallaron.
La presidenta Claudia Sheinbaum dio su Segundo Informe de Gobierno y lanzó un mensaje en el que llamó a la honestidad y aseguró que “no hay divisiones” en la 4T. Una vicepresidenta de Bank of America estuvo entre las víctimas del ataque con cuchillos registrado el lunes en Time Square, en Nueva York. Noruega estrenó Rey y ayer fue su ceremonia de… ¿coronación? Para nada, de hecho en este país deben hacer un juramento ante el Parlamento. Y cerramos en Oaxaca, donde tienen una forma bastante peculiar de contar cocodrilos por la noche, escuchaste bien, co-co-drilos. ¿Y cómo lo hacen? Pues por el brillo de sus ojos.Para enterarte de más noticias, suscríbete aquí a nuestro newsletter y síguenos en redes sociales. Estamos en todas las plataformas como Te lo cuento. Hosted on Acast. See acast.com/privacy for more information.
Noroña y su lucha por el poder: ¿qué está buscando ahora dentro de la 4T?Enlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
El informe de Sheinbaum y la política 4T de no confrontarse con nadie: análisis en la mesaEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
En este episodio de VOCES, Alejandro Helguera conversa con el periodista y analista político Hernán Gómez sobre las crisis más agudas de la política mexicana actual. Analizamos a fondo la situación de Rocha Moya en Sinaloa, el manotazo de autoridad de Claudia Sheinbaum y el renovado intervencionismo de Estados Unidos.Además, Hernán revela los altos costos personales, las amenazas y la censura que enfrentó tras publicar "Traición en Palacio", libro donde documenta la red de corrupción y tráfico de influencias operada por Julio Scherer Ibarra desde el corazón de la 4T. ¿Es Morena realmente un partido de izquierda? ¿Existe el riesgo de que la ultraderecha tome el poder en México en 2030?
Noroña ha pronunciado sus palabras más duras hacia la 4T. ¿Hasta dónde llegará?: AstilleroEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
Varios adalides de la 4T afrontan serias acusaciones de violación, de morrocotudos desfalcos y de abiertas complicidades con las organizaciones criminales.
¿El espaldarazo de la DEA a Harfuch divide a la 4T?: Análisis a profundidadEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
Ron Clutz continues a three-part framework on climate change: humans cause warming, warming is dangerous, and government can stop it. He argues observed warming can be explained by post–Little Ice Age recovery plus multidecadal oscillations and solar-orbital effects, and says “alarmists” deny these. He describes a taxpayer-funded “climate scare machine” and cites a Climate Change Business Journal estimate of a $3.4T/year global climate industry. Using Joseph D'Aleo's materials, he disputes claims about heatwaves, storms, droughts, wildfires, ice loss, ocean acidification, health, and food, then focuses on Arctic sea ice cycles and sea-level model projections versus tide gauges. He stresses climate is local (Köppen zones) and says climate policies are wasteful, ineffective, and harmful, citing project failures, costs, and energy poverty.00:00 Framework Recap01:07 Natural Warming Factors03:56 Climate Scare Machine07:59 Eleven Empty Claims13:56 Polar Bears and Sea Ice20:00 Sea Level Scare Tactics28:27 Climates Are Local35:13 Warming Impacts Summary35:59 Can Governments Stop It37:56 Energy Transition Reality40:19 Why Hydrocarbons Rule42:06 Energy Mix Big Picture43:47 Trillions Visualized45:22 Waste One Missing Funds45:59 Waste Two Project Failures48:35 Waste Three Blade Graveyards49:13 Waste Four Operational Collapse50:18 Hydrogen And Biofuels51:32 Fear Sells Climate Policy53:06 Policy Weapons And Results55:51 Energy Poverty And Jobs59:09 Rare Metals And Land Use01:01:40 Better Priorities Consensus01:02:29 Absurd Costly Pointless01:03:59 Cartoons And Media Satire01:09:33 Arctic Update And Data01:13:28 Wrap Up Links And Wildfireshttps://rclutz.com/=========Slides, summaries, references, and transcripts of my podcasts: https://tomn.substack.com/p/podcast-summariesMy Linktree: https://linktr.ee/tomanelson1
La llamada 4T huye de la etiqueta que tiende a pegársele en la frente: narcogobierno. Le teme tanto que le mandó al INE prohibir su uso en las campañas políticas.
Los esquemas de transparencia han permitido hacer más evidente los actos de corrupción.Con la 4T, desde AMLO, se destruyó el sistema de información construido en los últimos 30 años y nos regresó, literalmente, a los setentas, cuando no se podía conocer a las empresas con las que colaboraba el gobierno.Una conversación con Lourdes Morales Canales, periodista y coordinadora del programa "Ciudadanía" en México Evalúa.Visita la sección de Finanzas de El Sol de México para estar al día del contexto económico. Hosted on Acast. See acast.com/privacy for more information.
Hay momentos que invocan la hemeroteca. Algunos analistas advertimos desde el principio que la 4T defendía lo indefendible.
Rocha Moya regresa: ¿desafío a la 4T o jugada política?: Mesa del Más AlláEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
Gil ignoraba que fuera ingeniero y analista del crudo (no hagan chistes)... Los comentarios del hijo de Liópez no son aislados, y al menos una vez por día destaca datos económicos o de energía relacionados con México y las acciones de la 4T
¿Erosión ideológica en la 4T? Análisis a fondo de dos perfiles que apuntan hacia 2030Enlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
La agenda “Woke” ha proliferado con la 4T sostiene la abogada Montenegro, protagonista de un caso famoso en Durango por cambiar de género para tener posibilidades de “defenderse” exitosamente ante acusaciones en su contra. ¿Cómo se da un “cambio” de este tipo? ¿Ante qué autoridad? ¿Hizo el cambio para no pagar pensión a su hija como lo acusan? ¿Quiénes son los responsables del escenario? ¿Dónde quedan los hijos en todo esto? El IEM y las fiscalías solo sirven para descalificar al hombre sostienen a su vez, César Contreras del Colectivo por las niñas y niños de Tabasco y Malena Cruces del Colectivo Nacional de Mujeres por la Igualdad. ¿Son “grandes elefantes”? ¿Se vislumbra algún cambio en las leyes que condenan a los hombres ante una acusación femenina? Invitan a un foro internacional contra las denuncias falsas. Escucha aquí los detalles de la conversación.
Lo que ha debilitado la soberanía de México no son las presiones de Trump, sino los gobiernos de la 4T con sus políticos de aluvión, ávidos de riqueza y aliados con el crimen.
Luisa María Alcalde señala a periodistas como anti-4T y desata polémicaEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
Agarró parejo Luisa María Alcalde con lista de supuestos integrantes del "ecosistema digital de la derecha" que, según ella, miente sobre 4T.
Cerramos la semana con @anafvega:
¿Le está tendiendo la 4T un cerco?
Aseguran que la 4T mantiene un modelo cultural neoliberal que margina al documental socialEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
En este programa les tenemos preparados temas muy interesantes ¡No se lo pierdan! Moneros alertan sobre censura de la 4T en la caricatura política. Ugalde: Sheinbaum polariza para culpar a otros de sus errores. Esto y más aquí con LUIS CÁRDENAS.See omnystudio.com/listener for privacy information.
En este análisis de La Saga Noticias, Lucero Álvarez y Max Espejel examinan los acontecimientos más relevantes de la agenda nacional e internacional, comenzando con una investigación exclusiva de Mexicanos Contra la Corrupción y la Impunidad (MCCI) que revela un incremento histórico del 285% en las importaciones de armamento y municiones por parte de la Sedena durante los gobiernos de la 4T, detallado por la periodista Verónica Ayala. Asimismo, junto al especialista Gildo Garza, se desglosa la polémica propuesta sobre los derechos de las audiencias presentada en la conferencia matutina de la presidenta Claudia Sheinbaum Pardo, evaluando si representa un mecanismo de réplica o un riesgo real de censura para los medios de comunicación independientes. La emisión abarca también la indignación provocada por las burlas de diputadas poblanas de Morena hacia los adultos mayores, las denuncias que la oposición prepara contra Andrés Manuel "Andy" López Beltrán en Tabasco, los operativos de la FGR contra el huachicol y la alerta roja por la erupción del Volcán de Fuego en Guatemala. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
El caso de Canal Once y la peligrosa desconexión entre la 4T y los movimientos socialesEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
En este análisis de La Saga Noticias, Lucero Álvarez y Max Espejel examinan los acontecimientos más relevantes de la agenda nacional e internacional, comenzando con una investigación exclusiva de Mexicanos Contra la Corrupción y la Impunidad (MCCI) que revela un incremento histórico del 285% en las importaciones de armamento y municiones por parte de la Sedena durante los gobiernos de la 4T, detallado por la periodista Verónica Ayala. Asimismo, junto al especialista Gildo Garza, se desglosa la polémica propuesta sobre los derechos de las audiencias presentada en la conferencia matutina de la presidenta Claudia Sheinbaum Pardo, evaluando si representa un mecanismo de réplica o un riesgo real de censura para los medios de comunicación independientes. La emisión abarca también la indignación provocada por las burlas de diputadas poblanas de Morena hacia los adultos mayores, las denuncias que la oposición prepara contra Andrés Manuel "Andy" López Beltrán en Tabasco, los operativos de la FGR contra el huachicol y la alerta roja por la erupción del Volcán de Fuego en Guatemala. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oposición va perdiendo 7-3 contra Morena rumbo a 2027: ¿4T tiene el camino libre?Enlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.
Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocked its breach forensics, and Google built a Gemini chip. Alibaba launches a 2.4T parameter Qwen3.8 Max preview that it says rivals frontier AI models and is second only to Fable 5, plans to make it "open-weight soon" (Bloomberg) The Trump administration has reportedly explored sanctions, security warnings, and executive-order requirements since 2025 to build a slow, durable squeeze on Chinese AI models instead of pursuing an outright ban (The Decoder) Ben Thompson argues the market reaction to Kimi and other Chinese models is overblown, since it's compute scarcity — not a real Chinese cost advantage — that's keeping frontier-model prices high (Stratechery) Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (The Stack) Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates its Gemini AI model blueprint into the silicon, for 2028 (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vaya lio en el que está la Gobernadora de Baja California trás los audios filtrados, ella aceptó que el audio es real pero que no sabía a quién le estaba dando esa información. La Presidenta, el Secretario de Seguridad, Harfuch, Ricardo Monreal, la jefa de su partido y toda la 4T salieron a respaldarla, a ver en qué para la cosa. Habemus Final de la Copa del Mundo, qué dice MoyMu al respecto y de la corrupción en el futbol mundial, y el "cover" que hicieron unos hinchas argentinos al clásico "Wonderwall". Eduardo Iniesta nos habló de las gaviotas lesbianas y nos vamos con preguntas rápidas para Eugenio Derbez.
¡Oi nomás ese cumbión! ¡Qué prros rolones los del la "canción" de Haaland, hoy les tenemos varias versiones, sobre todo nuestra favorita la de la Tigresa del Oriente. ¿Y dónde está el piloto? La nueva producción hecha por la 4T para divertimento (involuntario) de chicos y grandes. Y usted que es hombre le tenemos una pregunta... ¿ha probado su propio elixir? Aldito nos cuenta su experiencia. Gaby Cam nos habla de los nominados a los Emmy y nos tira factos sobre la nueva versión de Moana, ¡máximo respeto a Gaby Cam! Hay nueva rola del Fac, cuéntenos qué les parece.
Story of the Week (DR):Social Media's 'Big Tobacco Moment': Meta Faces $1.4 Trillion Fine for Allegedly Fueling Teen Suicide and AddictionMeta is being sued by 33 US states, led by California, Colorado, Kentucky, and New Jersey.12 blue/12 red/9 purpleThe states allege that Meta deliberately designed Facebook and Instagram to be addictive to children and teens, fueling a youth mental health crisis (including anxiety, depression, self-harm, and suicide).They also accuse Meta of violating child privacy laws by collecting data from children under 13 without parental consent.Meta warned a federal court that it could face up to $1.4T in penalties if the states prevail at the upcoming trial (set for August 18, 2026). Meta extrapolated this massive figure—which is roughly equivalent to the company's entire stock market value—based on the methodology proposed by the lead states for calculating damages.Meta calls the penalty "outlandish" and "unsubstantiated," arguing it has no precedent in consumer protection history: 'A sanction of that size has no analog in the history of consumer protection enforcement.' The company accuses the states of improperly multiplying penalties (e.g., stacking fines based on daily usage time). Meta denies the allegations, asserting its platforms have extensive safety tools and that the claims are unmoored from actual unfair practices.‘I Don't Think I'm Ever Going to Stop,' Says Mark Zuckerberg. Even With 'Infinite Money,' He Has No Plans to Retreat to His Massive Hawaii EstateMeta found to breach EU laws with 'addictive' Instagram, Facebook designsInstagram and Facebook's “addictive” designs have put Meta in breach of the European Union's digital laws, the EU concluded Friday in a preliminary report.The tech giant violated the EU's Digital Services Act by failing to adequately consider the risks associated with design features that affected the physical well-being of its users, including minors and vulnerable adults, the European Commission said.These features include infinite scroll, which constantly shows fresh content, autoplay, push notifications and highly personalized recommendation systems — feeding users' compulsion to continue using platforms and putting them into “autopilot mode.”The EU Commission also accused Meta of ignoring available information about how much time young people are spending on Instagram or Facebook at night, and how different types of content formats, from reels to stories, could lead to excessive use of its services.Meta said, “We disagree with these preliminary findings.”New Zealand Moves To Ban Climate Change Litigation. Will The U.S. Follow?New Zealand has proposed a bill to limit the ability of individuals to sue high greenhouse gas emitters over the impacts of climate change, relying instead on the enforcement measures taken by the government. The bill appears poised to pass.The women who wouldn't let climate data disappear MMAfter losing their jobs at National Oceanic and Atmospheric Administration (NOAA), Rebecca Lindsey, her sister Mary and colleague Anna Eshelman teamed up to rebuild a pivotal resource the Trump administration took offlineRebecca Lindsey, a technical writer for NASA–one of 280,000 federal workers fired by Musk/Trump, joined forces with former NOAA employees Anna Eshelman, and Mary Lindsey, her older sister, to become the core team behind the deactivated site's successor, Climate.us, preserving over 15 years of key climate data and resources.Elon Musk says he always wanted his SpaceX employees to get rich — and now thousands of them are millionairesElon Musk's 'Chainsaw for Bureaucracy' Just Left an $11 Billion Budget Hole as Trump Rehires StaffThe trove features key maps, educational materials and climate indicator reports, including the now-deleted Fifth National Climate Assessment, the government's most comprehensive analysis of climate change that was at risk of being lost to the publicJersey Mike's $12 billion IPO filing reveals a $50 million payday for the founder's stepson and a $41 million jetFamily members of founder Peter Cancro were employed Jersey Mike's in various roles and received compensation in excess of $120,000 from the Company as follows for the years ended December 28, 2025 and December 31, 2024 and 2023:John Cancro, Mr. Cancro's brother, received total compensation of approximately $20,019,231, $519,231 and $500,000, respectively;Paul J. Cancro, Mr. Cancro's son, received total compensation of approximately $8,001, $216,022 and $208,023, respectively;Robert Cancro, Mr. Cancro's son, received total compensation of approximately $38,462, $1,038,462 and $1,000,000, respectively;Tatiana Cancro, Mr. Cancro's wife, received total compensation of approximately $11,538, $311,539 and $300,000, respectively;Caroline Jones, Mr. Cancro's daughter, received total compensation of approximately $38,462, $1,038,462 and $1,000,000, respectively;Alexandra Powers, Mr. Cancro's sister-in-law, received total compensation of approximately $0, $1,165,437 and $0;Daniel Powers, Mr. Cancro's brother-in-law, received total compensation of approximately $30,213,462, $1,793,952 and $0;John Tesauro Jr., Mr. Cancro's brother-in-law, received total compensation of approximately $0, $0 and $2,429,628, respectively;Phillip Sivolobov, Mr. Cancro's stepson, received total compensation of approximately $50,011,538, $311,539 and $276,923, respectively.GRAND TOTAL: $112MStepson Phillip got $51M, brother John got $21MOther Peter Cancro schwag in 2025:Got a $41 million jet and an additional fixed amount of $166,666.66 per month in light of the business expenses incurred by Mr. Cancro related to air transportation to travel from time to time for business purposes.Lease agreements valued at $1M in rent (leases go to 2030) Controlled company: Blackstone (will control more than 50% of voting power)Board: 8 directorsBlackstone:Chair Nigel Travis (also chair of Abercrombie & Fitch)David N. KestnbaumDevon L. RinkerMichael J. StaubFounder/former CEO/chair: Peter CancroCEO Charles R. MorrisonCheryl S. Miller, director on two controlled companies:Tyson FoodsOld Dominion Freight Line (Congdon brothers)Fran Horowitz, CEO of Abercrombie & Fitch (where chair serves as chair)Goodliest of the Week (MM/DR):DR: Amazon, Walmart and Other Large Employers Could Face New Costs As New Jersey Targets Companies With Medicaid Workers— Will Other States Follow?DR: UBS says rich people will be younger, female and openly queer thanks to the Great Wealth TransferMM: Meta Buried Research Linking Instagram To Teen Harm While Facing $1.4 Trillion Penalty That Could Erase Its Entire WorthMM: ESG!Madison Square Garden Kept a List of Gay CelebritiesAn internal Madison Square Garden database of VIPs labels Joe a “medium risk,” one of roughly 400 celebrities given a risk score.If you're a celebrity and you're marked with a risk score—even as a low risk—it means “you've done something in the publicity world, the social media world, that has caught the attention of the wrong people,” the source continues.The talent database also tracks some celebrities' race, gender identity, and sexual orientation; 93 entries are marked as “LGBTQIA.”MM: California vs. Elon Musk: Tesla Snubbed as New EV Incentives Boost Rivian, Lucid MM DRAssholiest of the Week (MM):Billionaire amplificationKen Griffin says everyone is misinterpreting the AI revolution — and wishes Zohran and Bernie would ‘read a damn history book for once'“[Capitalism is] the greatest success story in the history of humanity,” Griffin said, urging the self-identified socialist politicians, “whether it's Bernie Sanders, whether it's Mamdani,” to “read a damn history book for once and then tell us how to run our country.”Jeff Bezos 'Made All of Our Lives So Much Better,' Says Billionaire Investor Tim Draper"Amazon has made all of our lives so much better," Draper said.Draper said he has benefited from what Bezos has done, and that's a part of the world economy that isn't spoken about enough."Those geniuses who create this incredible world for us are benefiting all of us."40 Epstein-Tied Billionaires Have Injected $1.6B Into US Elections, Report FindsThese are the millionaires and billionaires pledging to fund Trump accountsZuckMeta AI Data Centre Contractor Triggers Biohazard Scare After Flushing Rare Bacterium Into Public SewersMeta Platforms To Build $9 Billion A.I. Data Centre In CanadaThe $145 Billion Lie? Zuckerberg's Leaked Town Hall Audio Exposes Massive AI Failures After Mass LayoffsMeta jumps into AI coding market in effort to chase Anthropic and OpenAIWhat person in their right mind would trust Zuckerberg with their coding?Hollywood Vs Zuckerberg: CAA Warns Meta's AI Image Tool Needs A Major Privacy Overhaul‘I Don't Think I'm Ever Going to Stop,' Says Mark Zuckerberg. Even With 'Infinite Money,' He Has No Plans to Retreat to His Massive Hawaii EstateJeff Sonnenfeld - DRIn defense of Musk, SpaceX, and dual class shares“the rigid formulas of proxy advisors create a perverse, socially destructive incentive: hoard your wealth like an oligarch to maintain your good governance rating, or give it away and risk losing your company”“The proxy advisors want a world governed by rigid mathematical formulas because auditing a checklist is easy. Evaluating human character, industry dynamics, track records of success and failure, and the capacity for visionary leadership is hard. But it is exactly that hard work of judgment which is vital. When it comes to dual-class shares, it is time for the critics to step out of the theoretical vacuum and look at the real-world scoreboards”Headliniest of the WeekDR: OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds AND Suspecting AI cheating, Ivy League prof ordered an in-person final; scores fell 50%MM: ‘Waymo Takes Revenge, Dropping Drunk Teens Directly Into Squad of CopsMM: West Virginia spent $3M to create university program to fight ‘woke ideology.' One student is enrolledWho Won the Week?DR: Free Float's new platformAnd blowhard Jeffrey Sonnenfeld for arguing that dualclass owners are necessary because the dualclass mechanism allows them to sell shares and maintain voting power so they can “cure diseases, endow universities, and combat poverty” MM: Free Float data: Elon Musk and the age of the corporate leviathanAbove a certain size the ordinary rules of governance apparently cease to apply.Of the 16 listed firms worth more than $1trn, seven are shareholder fundamentalists.None has an elaborate statement of corporate purpose, since they are mostly content making heaps of moneyFree Float says Nvidia, Amazon, Broadcom, Micron are all TOTALITARIANNext are the corporate paternalists, who believe that the problem with shareholder democracy is that its voters do not know what is best for them.Free Float says Berkshire, Google, Meta are all TOTALITARIANThe final clan presents the strongest argument against the end of corporate history: individual shareholders consent to hand over all of their rights to the world's richest man, who then governs as he sees fit.Free Float says SpaceX, Tesla are TOTALITARIANBasically, it's nice of the economist to recognize everything Free Float says every weekPredictionsDR: Jeff Sonnenfeld writes something on Fortune that triggers meMM: Jeff Sonnenfeld writes something on Fortune that triggers Damion
Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to SpaceXAI, and Anthropic researchers found a hidden "J-space" inside Claude. Microsoft is laying off ~4,800 employees, or ~2.1% of its workforce; most are in sales or Xbox, where ~20% of jobs are set to be cut by the end of FY 2027 (The Verge) Microsoft's Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overhaul (Bloomberg) Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (Reuters) Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (WSJ) Court filing: Meta says four US states seek $1.4T over claims it designed Facebook and Instagram to addict youth and misled the public; its market cap is ~$1.5T (Reuters) xAI rebrands to SpaceXAI and unveils a new logo; Elon Musk said in May that xAI would be dissolved as a separate company and become the AI products from SpaceX (Business Insider) Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (Anthropic) Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (VentureBeat) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Amigos el domingo #LaDelantera cambia de horario vamos inmediatamente después del partido de México. La Presidenta dice que es culpa de las redes sociales que los jóvenes no quieran a la 4T, ¿ustedes qué opinan? El director del Tren Maya reconoce que no han habido las visitas que esperaban por el mundial. Y qué chulada, la camioneta de Alejandro Armenta suma más de 134 fotomultas. La selección inglesa consigue instalaciones de lujo para su estancia en MX, ¡estarán en la cantera Puma!
Brian Szytel recaps markets on June 30, the last day of Q2, noting a strong first half for the Dow and the best Nasdaq quarter since 2020, with tech leading as the Dow rose 136 points, the S&P 500 gained 0.8%, and the Nasdaq rose 1.5% while the 10-year yield increased 8 bps. He highlights the Japanese yen at its weakest versus the dollar in over 40 years (~162), describing the yen carry trade and warning that BOJ interventions (about 11 trillion yen) and rate hikes could trigger volatility like August 2024. He also discusses rising system leverage, with margin debt up 54% year over year to about $1.4T and the risks of triple-leveraged single-stock ETFs for retail investors. Economic data included weaker consumer confidence, stronger JOLTS openings with steady quits, lower Chicago PMI, and softer Case-Shiller home prices (down monthly, +0.7% YoY). 00:00 Market Wrap Q2 Finale 01:32 Yen Weakness And Carry Trade 02:40 BOJ Intervention Risks 03:47 Leverage Rising In Markets 04:22 Margin Debt And Leveraged ETFs 05:51 Economic Data Roundup 06:48 Closing Thoughts And Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com