CASHMAN: ELIZA BLEU AND THE PERPETUAL TRAUMA MACHINE—PART 1

Goldman's Meeting With Top Memory Supplier Points To Higher Prices As Crunch Worsens The high-bandwidth memory (HBM) shortage is already pressuring the margins of consumer electronics companies, disrupting product launches, and pushing up the prices of TVs and computers. The latest development is Valve's handheld gaming PC, which is reportedly out of stock in select regions as the memory crunch now filters into retail availability. We have been leaning on institutional channel checks across the semis and hardware coverage universe to gain an insider's perspective on what's happening across the...

Trump Signs Memo Directing DHS To Pay TSA Agents; First Paychecks Could Arrive Monday Summary:   Reuters says 50,000 TSA agents could be paid as early as Monday Trump officially puts out a presidential memorandum instructing DHS to pay TSA agents House Speaker Mike Johnson agreed to put a short-term DHS funding package on the floor The resolution would fund all of DHS, including ICE and CBP It would replace the Senate-passed bill on the House floor Chuck Schumer says it's 'DOA' Trump Puts Out Order Instructing DHS to Pay TSA Agents President Trump wrote in a presidential memorandum...

The Bretton Whoops Authored by 'No1' via Gold and Geopolitics substack, The bombs make headlines. The economic unraveling happening quietly underneath them don’t. So before we get back to the daily carnage, let's talk about money. It used to be funny, in a rich man's world. The world didn’t wake up one morning and decide to distrust the dollar. It was a process. Gradually, then suddenly, as these things tend to go. It started with Venezuela. In 2019, Caracas asked the Bank of England to return its own gold - 31 tonnes, sitting...