China Begins Flooding The Market With DRAM And NAND Memory Chips
The cure for high commodity prices is high commodity prices.
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US Launches "Self-Defense Strikes" Near Hormuz, Killing Several Iranian Personnel
"U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire"
A 'Simplified Framework For Market Direction'; Goldman's Hedge Fund Honcho Warns 'Bonds Are Starting To Intimidate Stocks'
...the summer is going to be a bit trickier...
PremiumGlobalism Seeks To Kill The Nation-State
International government threatens the whole planet...
Healthcare Workers Dominate America's Highest-Paid Jobs
Specialized medical roles account for 24 of America’s 30 highest-paying jobs...
Musk: SpaceX Is Actively Seeking More AI Compute Customers, After Anthropic Deal
"As the recently expanded partnership with Anthropic demonstrates, SpaceX is offering AI compute as a service at significant scale"
Morgan Stanley Asks: Has AI Made The US Economy Inelastic
There’s a term for demand that’s relatively insensitive to price: inelasticity. You often find it in things that are essential (electricity) or deeply desired (concert tickets).
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First Andreessen, Now Goldman CEO Shuts Down AI Job-Apocalypse Doomerism Narrative
"I'm the C.E.O. of Goldman Sachs. The A.I. Job Apocalypse Is Overblown."
Arab States Voice Outrage Over New 'Illegal' Embassy Opening In Jerusalem
16 Arab Islamic countries led by Qatar, Egypt, Saudi Arabia...
Debt Remembered And Debt Ignored
The debt paid by America’s fallen is unpayable, but it is not unteachable; it is written in sacrifice, in folded flags, in names etched into stone...
China Moves To Shut Down Offshore Stock-Trading Channels Used By Mainland Investors
The clampdown hits a route that Chinese investors use to trade U.S. and Hong Kong stocks, raising capital-control and ADR concerns...
'Weeks Inside Highly Fortified Bunkers': Report Details Painfully Slow Communication Within Iran's Leadership
"Every piece of information he [the Ayatollah] receives is dated & there's a lot of latency to his responses."
Democrats Using Black Athletes As Pawns In Redistricting War
The effort is "just the beginning" and could spread beyond state universities...
Memorial Day News Roundup - Newsquawk Daily Asia-Pac Market Open
US President Trump posted, "The deal with Iran will either be a great and meaningful one, or there will be no deal", while Trump also posted that "Negotiations with the Islamic Republic of Iran are proceeding nicely!".
NS"It Should Be Studied": RFK Jr Says 'Trump Derangement Syndrome Is 'A Real Thing'
We are at a dangerous pass this Memorial Day...They will not stop trying to kill Donald Trump and possibly other figures around him...
What Happens Next If Global Real Yields Continue Higher? Goldman Spoiler Alert: 'Nothing Good'
Markets have shifted into a real-rate-driven tightening-regime...
Premium
Huckabee Tells Lebanese To Thank Israel For Seedless Watermelons, While Under IDF Bombs
US Ambassador also proclaimed: "I wonder if everyone in Lebanon understands that if there were no Israel, they wouldn't have a cell phone."
OnlyFans "Hack" Hoax Likely Used To Push Malware-Laced Leak Checkers
"The hackers spreading these fake leaks are trying to panic you into downloading..."
Corrections Vs Bears: How The Fed Rewired The Market
A 20% decline from here doesn’t signal either a regime or price trend change... In other words, it would be only a “correction” within an ongoing bullish trend...
Pope Sounds Alarm On AI "Slavery" While Church Aligns With Lefty Anthropic
How much Anthropic stock does the Vatican Bank own?
The Melt-Up Machine
Tech keeps trading like a self-reinforcing melt-up machine, with every small dip getting mechanically bought as flows keep chasing AI and semis. Upside call skew across large-cap tech is now reaching meme-mania style extremes, increasingly echoing 1997 and parts of 2003.
Can’t Spell China Without AI
China’s AI melt-up keeps accelerating as ChiNext squeezes higher post the latest consolidation, while mainland semis and AI hardware names keep ripping. The remarkable part is that positioning and speculation still look far from true 2015-style euphoria, even as the world’s most inverted upside call skew signals investors are still aggressively chasing upside convexity in China AI hardware.
Trickle-Down Economics Just Bought Another Yacht
America is generating wealth at a staggering pace. Households have added trillions in equity wealth, private clients are heavily invested, and ultra-high-net-worth populations keep growing. Yet beneath the surface, consumer confidence looks more recessionary than euphoric. This may be the purest example yet of a K-shaped economy.
Ozempic Was The Warm-Up. RETA Is The Killer
Every biohacker, bodybuilder, founder, model and longevity nerd I know is suddenly talking about the same thing: RETA. Not Ozempic. Not Wegovy. RETA. The drug is not even fully here yet and it is already circulating through black markets, anti-aging clinics and Telegram groups like contraband from the future. The results people describe are borderline absurd.
Nobody Fears Downside Anymore
Markets are starting to look disturbingly similar to the late-90s melt-up again, with investors panic-buying upside while ignoring exploding bond volatility and collapsing protection. The risk is that AI-driven inflation and a Fed falling behind the curve eventually crack one of the most crowded and complacent setups in years.
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