This Is Michael Hartnett's New Favorite Market Sector
"Materials are also the candidate to pair in an optimal bubble barbell strategy of long “hubris” (AI & chips today) & long “humiliation” (out-of-favor, distressed cyclical plays)."
"Materials are also the candidate to pair in an optimal bubble barbell strategy of long “hubris” (AI & chips today) & long “humiliation” (out-of-favor, distressed cyclical plays)."
The reserves baton is passing back to gold from the dollar...
...the Trump administration continues to await a formal response from Tehran on a U.S. proposal aimed at ending the war and reopening the Hormuz chokepoint,
There are periods in history when societies begin to discover that the liberties they believed to be permanent were, in reality, conditional arrangements tolerated only while they remained politically convenient.
"They're [China] deeply integrated into the industry."
The new strategy document lists cartels and violent left-wing groups, alongside Islamic extremists, as the three major terror threat categories...
10 reactors under the $80 billion partnership, but multiple projects are coordinating with the DOE as well...
Washington is not yet giving Zaidi a "blank check," but at the same time, it is not treating him as an adversary.
" ... and there are more and more pockets of bad elements coming into the county and wreaking havoc."
Empires don’t announce their decline... They reveal it in the data...
In short, the Persian Gulf supply shock is about to monkey-hammer the US economy good and hard. And then the AI bubble in the stock market will bust... even as this time there will be no money-printers at the central bank waiting to bailout the mess...
Falling down that slippery slope again...
The commodity supercycle argument has real structural legs. But it also carries a reflexivity problem, a dollar mechanics problem, and a catastrophist assumption problem...
71% of singles saying dating is more expensive than it was a year ago and 40% saying they are going on fewer dates because of it.
Is “flatten the curve” next?
...results so far suggest AI may be useful as an assistant — but not a replacement — for human traders.
President Donald Trump has rejected the notion that he was planning to hire a replacement for FDA commissioner Marty Makary...
"The economy, you know, with the raw materials going up, labor is going – it’s just everything is escalating..."
