Gold prices reflect a shift in paradigm – Part I

While Israel never actually ended the occupation that they launched in 2024, they’ve expanded their attacks in southern Lebanon today to the point that they are declaring it a new “limited” ground invasion of the neighboring country. Airstrikes and ground clashes were reported around the city of Khiam, and Israeli ground troops have reportedly been […]

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...

The Trump administration is planning to build a 5,000-person military base inside Gaza, the Guardian reported on Thursday, citing contracting records from the so-called “Board of Peace.” The report said that the base would take up more than 350 acres of land in southern Gaza and is envisioned as a future base for the international […]