Dario Amodei called for AI development to slow down, and Sam Altman agreed within hours.

Then the Fed. August core CPI came in at 0.3% against 0.2% expected, and traders now put better than 85% odds on a rate hike when the FOMC decides Wednesday at 2:00 PM ET — the first move out of the 3.50%–3.75% range since December. I give you my line for Wednesday: the one thing in the statement that flips how I'm positioned, and what I do if it isn't there.

Also: oil back near $100 after the Saudi pipeline attacks, the ten-year at 52-week highs, August retail sales, Lennar and FedEx earnings, and one speculative driverless-freight name — with the going-concern risk stated plainly, including the research firm's own disclosed position.

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