daily digest
What's new
A site-wide digest of what landed in the vault. Newest first; pick a day to read that entry.
2026-09-252026-09-242026-09-232026-09-222026-09-212026-09-182026-09-172026-09-162026-09-152026-09-142026-09-112026-09-10
What’s new — 2026-09-17
Covers Wed 16 Sep afternoon through Thu morning (after the 16 Sep digest). Research output, not advice. Stock-market detail:
vault/projects/stock-market/dispatch/2026-09-17.md.
Top of mind
- FOMC printed: 25 bp hike to 3.75–4.00%, 12–0. Warsh said conditions are hard to call restrictive; median SEP holds funds at 4.1% through end-2026 and end-2027. Schwab fell 2.4%. A hike is not a sell-side NII haircut — do not graduate SCHW. warsh-higher-for-longer-to-brokerage-nii-rerate
- Columbia oil catch-up on encyclopedia: July MOU collapse re-tightens Brent ~$107 / diesel >$6 onto
oil-after-hormuzand the same brief ontoiran-war-2026(not a ceasefire). Does not close Marmaxx vs grocery; do not rank refiners. iran-fuel-shock-consumer-bifurcation - WuXi answer is tomorrow (Sep 18): Western CDMO contradiction still a human call; FERC still silent on PJM backstop. biosecure-cdmo-scarcity-to-western-cdmo-pricing-power pjm-capacity-prices-to-nuclear-premium
By context
Stock market
- Thu dispatch: hike printed; Barrie Macro Voices — ~4B tokens / ~$1,300 then mix-shift (second token-budgeting instance, do not re-date NOW); Jensen Terafab color is not an 18A wafer start →
vault/projects/stock-market/dispatch/2026-09-17.md
Encyclopedia
- 17 Sep nightly (#240): refreshed oil-after-hormuz and iran-war-2026 from the Columbia brief. Minted 0.
Artificial intelligence
- No new AI-thread clip since Tue Gemini 3.8 Live (#237). Native X still blocked on the monthly spend-cap; 9am idle pull skipped after health-check.
Latest AI
- Still quiet on the AI thread — last grain remains Fri Anthropic TI (#227) plus Tue Gemini Live (#237).
- Encyclopedia overnight was oil/Iran politics, not AI articles.
Leftovers (once)
- Western CDMO pricing power vs −15% mAb fill-finish — human call; docket gate Sep 18 (tomorrow). biosecure-cdmo-scarcity-to-western-cdmo-pricing-power
- CUDA Step 2 still unmerged AgentX vs Jalapeño InferenceX — held.
- energy-oil cluster label still wrong live names — hygiene.
- Pending multi-context podcast pool still skipped under “this source only.”
- user-X monthly spend-cap 403 still blocks Alfred’s idle X pulls / paused 10am ingest (credits ~$133 unused).
What landed
- #240 — Encyclopedia nightly (17 Sep; oil-after-hormuz + iran-war-2026; mint 0)
- #239 — What’s new digest 2026-09-16 (prior morning)
- Stock-market dispatch 2026-09-17 (direct to main; FOMC printed)