Visualizing The Boom-Bust Cycle with Roger Garrison

Two Chinese Container Ships That Were Previously Turned Back By Iran, Now Allowed To Transit Hormuz Strait On Friday we reported that there was a moment of surprise among vessel trackers, when Iran unexpectedly blocked two container ships owned by China's Cosco from transiting the Strait of Hormuz. Two days later, this misunderstanding appears to have been resolved, and on Monday Bloomberg reported that the same two container ships linked to China’s state-owned Cosco Shipping exited the Persian Gulf through the Strait of Hormuz, the first such vessels operated by a...

Biden-Era Intel Assessment Targeted White Moms And Homemakers As Potential Domestic Terrorists Authored by Debra Heine via American Greatness, Newly released CIA documents reveal that the Biden regime identified “motherhood,” and “homemaking”  as indicators of so-called “white racially and ethnically motivated violent extremism” (REMVE). The Trump administration recently retracted an October 2021 intelligence assessment, titled “Women Advancing White Racially and Ethnically Motivated Violent Extremist Radicalization and Recruitment” that branded average women as domestic terrorists. America First Legal (AFL), a conservative nonprofit law firm, shared the now-retracted assessment on X, saying it reveals “top-to-bottom...

Oracle Jumps On Solid Earnings And Guidance Boost Despite Soaring CapEx And Cash Burn There was much anxiety ahead of Oracle's Q3 earnings release: yes, revenue growth would be solid but would it come at the expense of even more capex, which has sent the stock price tumbling more than 50% since its record high on Sept 10. In the end, it turned out the company had learned from recent mistakes and projected a goldilocks future: strong revenue and just right capex. Here is what Oracle reports for Q3: Adjusted EPS $1.79...