Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat

Calm Market Waters Hide Fierce Undercurrents Authored by Michael Lebowitz via RealInvestmentAdvice.com, The price movement in the broad S&P 500 index is relatively calm. Yet the market’s undercurrent, as measured by sharply diverging returns across stock sectors and factors, is anything but calm. The current market picture we paint is well embodied by a quote from Jules Verne in 20,000 Leagues Under the Sea. “The sea was perfectly calm; scarcely a ripple disturbed its surface. But beneath this tranquil exterior, powerful currents were flowing with irresistible force.” Given this divergence between the calm...

US Jobs Soar By 165K Blowing Away Estimates; Unemployment Rate Drops Putting Dec Rate Hike Back In Play In our preview of the October jobs report, we said that the labor data has rarely looked this solid going into a monthly payrolls report: claims near 57-year lows, the lowest October layoffs since 2023, JOLTS openings up 333K and ADP above expectations. If anything, the risk is to the upside of the 63K consensus, and the unemployment rate could well tick down.Which, as we noted, was the problem as "a strong...

China's DeepSeek Debuts Flagship AI Model As Compute Race Intensifies Chinese AI startup DeepSeek has launched a preview version of its long-awaited V4 model, ending months of silence from one of China's most closely watched AI labs and arriving a year after its R1 release sparked U.S. market turmoil and concerns across Silicon Valley AI firms. The rollout signals that DeepSeek is full steam ahead in the frontier-model race: DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance...