SoftBank Dumps Entire Nvidia Stake To Double-Down On ‘Core AI Enablers’
In another warning sign for the AI bubble, one we’ve been tracking closely, from the accelerating AI-linked debt binge and widening Oracle CDS spreads to repeated caut…
U.S. Aluminum Prices Surge To Record Highs As Tariffs Squeeze Supply
Aluminum prices in the U.S. climbed to new record highs on Monday as domestic inventories tightened sharply, driven by the Trump administration’s steel and aluminum tarif…
Why Tether Is Acting More Like A Central Bank Than A Stablecoin
Authored by Bradley Peak via CoinTelegraph.com,
Tether operates a Treasury- and repo-heavy balance sheet, holding $181.2 billion in reserves against $174.5 billion in liabi…
Infighting Boils Over After Handful Of Democrats Vote To Reopen Government
How quickly the tone of the Democratic Party has changed in the past week. Only a few days ago they were boasting about a “blue wave” after winning a small number …
Has China Become The New Risk-Free Rate?
Authored by Charles de Quinsonas via BondVigilantes.com,
On 5th November China issued $4 billion worth of US dollar (USD)-denominated bonds split across two equal tranches.
The orderbook was $161 …
India Races To Replace Russian Oil With US, Iraqi, & UAE Crude
Authored by Irina Slav via OilPrice.com,
Two Indian refiners bought a total of 5 million barrels of crude oil from the United States, Iraq, and the UAE on the spot market as t…
“We May Have To Evacuate Tehran”: Iranian President’s Remarks Stun Amid Water Crisis
Coming off a very ‘hot’ geopolitical summer which saw Israel and the US attack Tehran and the Islamic Republic’s nuclear energy facilities, Iran is now fa…
Epoch Of Change
Authored by T.L.Davis via Substack,
I hope people are recognizing that they live in a very volatile world.
Growing up in the 60s-70s it was pretty tame. There was the Vietnam war and war protesters, there was the free-lov…
Not Married, No Kids
While Chinese Singles‘ Day (today) was originally conceived as a celebration of people who are not in a relationship, the growing popularity of a lifestyle that prioritizes personal independence and self-discovery over…
Poland Might Impede The EU’s Push To Speedily Grant Ukraine Membership
Authored by Andrew Korybko via Substack,
Poland has more to lose from this than Hungary does, but it’s happy to let Hungary feel the heat for impeding Ukraine’s plans,…
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