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Geopolitical

“We Have Entered The Stage Where Policy Makers May Feel They Have Control, But Are Nevertheless No Longer In Control”

October 16, 2022 Mariel Alumit

By Eric Peters, CIO of One River Asset Management “We’ve announced we will be out by the end of this week. My message to the pension funds is you’ve got three days left,” said Bank […]

Finance

Morgan Stanley: Trouble In The Kingdom Is Just Starting

October 16, 2022 Mariel Alumit

By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley, as excerpted from the bank’s Sunday Start. At the west end of the new rail station in Canary Wharf, up the escalators and to the right, […]

Geopolitical

Saudis Announce $400M In Ukraine Aid After Biden Said US ‘Re-Evaluating’ Ties With Kingdom

October 16, 2022 Mariel Alumit

Saudi state media announced Saturday that the kingdom will provide $400 million in humanitarian aid to Ukraine, following a Friday phone call between Crown Prince Mohammed bin Salman and President Volodymyr Zelensky. SPA stated of […]

Geopolitical

The Wall Of Worry Knows No Bounds

October 16, 2022 Mariel Alumit

By Peter Tchir, chief macro strategist at Academy Securities The Wall of Worry Knows No Bounds There is no shortage of risks for markets and companies to worry about right now. Today’s T-Report will be […]

Geopolitical

“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry

October 16, 2022 Mariel Alumit

A Twitter thread translated by Rhodium Group China expert Jordan Schneider – whose blog, China Talk, can be found here, provides keen insight into the effects of the Biden administration’s new export controls on the […]

Texas
Geopolitical

Texas Sheriff Declares Undocumented Migrants “Crime Victims” To Secure Visas

October 16, 2022 Mariel Alumit

Authored by Jonathan Turley, Bexar County Sheriff Javier Salazar made national headlines by opening a criminal investigation into the recent flights arranged by Florida of undocumented migrants to Martha’s Vineyard. I have previously written about […]

Geopolitical

In Groundbreaking Speech, Xi Vows To Guide China To “Incomparable Glory”, An Alternative To The US

October 16, 2022 Mariel Alumit

Flanked by party leaders past and future, President Xi Jinping on Sunday took center stage to present his grand vision for China, and in a speech running almost two hours, Xi let the world know […]

Commodities

A Generational Opportunity In Commodities?

October 16, 2022 Mariel Alumit

Authored by Jesse Felder via TheFelderReport.com, Even after their correction over the past few months, commodities have been one of the best-performing asset classes in the markets this year and over the past couple of […]

Tesla
Electric Vehicles

Morgan Stanley Says Auto Estimates For 2023 Must Fall “Significantly” On “Demand Destruction”

October 16, 2022 Mariel Alumit

With auto stocks kicking off a slew of earnings reports this upcoming week, Morgan Stanley’s Adam Jonas was out with a note on Friday explaining why he thinks that estimates for 2023 all must come […]

Political

Election Software CEO Surrenders To LA Authorities; Prosecutors Allege ‘Massive Data Breach’

October 16, 2022 Mariel Alumit

Authored by Eva Fu and Joyce Kuo via The Epoch Times (emphasis ours), Los Angeles prosecutors on Oct. 14 accused the CEO of a Michigan-based election software company of being involved in a “massive” data […]

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