The global semiconductor shortage appears to have officially “bullwhipped” its way the other direction and, as such, as become a glut. Yes, you read that right, there is now reportedly a glut of semiconductors at […]
Well, we’re finally there: stocks are officially trading off nuclear war headlines. Moments ago, as part of his closely-watched speech, Vladimir Putin appeared to talk down the likelihood of a nuclear attack in Ukraine: *PUTIN: […]
Authored by Lance Roberts via RealInvestmentAdvice.com, The Fed’s next crisis is already brewing. Unlike 2008, where “subprime mortgages” froze counter-party trading in the credit markets as Lehman Brothers failed, in 2022, it might just be […]
This morning’s melt-up in stocks appears to be more of the same panic-hedge unwind, vol-driven buying-panic as hopes/hints of a “pause” or “pivot” or “step-down” remain the over-arching narrative as rate-trajectory expectations drift dovishly (lower […]
Pennsylvania senatorial candidate John Fetterman’s jaw-droppingly poor performance in Tuesday’s night’s debate against Republican Mehmet Oz has shaken Democratic officials, operatives and rank-and-file members. As the race goes down to the wire with Senate control […]
Authored by John Haughey via The Epoch Times (emphasis ours), Nationwide early voting and vote-by-mail turnout trends for the 2022 midterm election reflect a pattern similar to that of the pandemic-skewered 2020 election. A VOTE […]
Two weeks ago, the NYT mocked “amateur investors” for piling up in a historic, “meme” short bet against the troubled Swiss bank Credit Suisse, which it argued was nowhere near as distressed as rumors suggested […]
Authored by Satyajit Das via NakedCapitalism.com, Ordinary lives are lived out amidst global economic, social and political forces that they have no control over. Today, multiple far-reaching pressures are reshaping that setting. This three-part piece […]
Our view from December 2020 was that sooner or later, nuclear would be included in the ESG basket (see “Is This The Beginning Of The Next ESG Craze“). There have been multiple signals from the […]
Update(1534ET): Putin in his nearly four-hour long annual Valdai Discussion Club speech (which included a the lengthy Q&A portion) “appeared relaxed”, Reuters observed while at times questioned by journalists and panelists about the prospect of […]
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