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Despite the efforts of the federal government, containment has failed and the New World screwworm is here.

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The AI Boom Is Becoming A Volatility Story

Cash has almost no volatility. AI capex does. Hyperscalers are replacing hundreds of billions in free cash flow with one of the largest investment cycles in history. The AI boom is becoming a volatility story.

War And Piece

A part of the Iran puzzle that has befuddled energy experts and visitors from outside the field: what is happening in terms of oil flows from Hormuz.


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