"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month

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...

"An Astonishing Sign Of Cultural Decay..." Authored by James Howard Kunstler, Sure, Take That Time-Out “Crisis is when brittleness meets shock. “ - Yuri Bezmenov’s Ghost on X By shutting down the government for a minimum of ten days supposedly over funding for the Department of Homeland Security (DHS), the Wile E. Coyote Democratic Party is about to blow up another Acme bomb in its mangy muzzle. I will tell you why. First, this DHS business is just a stupid prank to bamboozle the public. It will not shut down ICE operations, as Chuck Schumer pretends. ICE...

Whatever positive economic changes the Milei government might have made in Argentina, the country is still not attractive for new capital investment.