PODCAST: DHP Villains: Woodrow Wilson, Part 10

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...

Pakistan is trying desperately to hold a new round of talks in Islamabad between the US and Iran. After conflicting statements from the Trump administration, it appears that JD Vance, accompanied by his Zionist watchers — Steve Witkoff and Jared Kushner — are headed back to Islamabad. As of 22:20 hours eastern, Iran’s lead negotiator, […]

Gulf War Leaves $58 Billion Repair Bill And Global Equipment Crunch Last week, JPMorgan - which correctly noted that headlines tend to focus on the fact of damage not the scale - was the first itemize the damage from the war in Iran, finding more than 60 energy infrastructure assets in the Gulf have been affected by drone and missile strikes, with roughly 50 sustaining different degrees of damage.  What about the actual dollar value of the inflicted damage? According to Rystad, repair and restoration costs for energy-linked infrastructure as a result of...