UK Government's Twisted Priorities Exposed...

Petrochemical Supply Shock Begins Idling Asian Factories For weeks, we mapped out for readers how the Gulf energy shock dominoes would fall, spreading outward from the Middle East and striking Asia first through tightened energy-product flows that risk destabilizing the global economy. That transmission of tightening energy flows is now becoming alarmingly visible on factory floors across Asia. Goldman analysts, led by Georgina Fraser, warned clients on Monday that the petrochemical shock is worsening across Asia, with textile and packaging plants emerging as the first major downstream casualties. "The supply shock...

"Billion Dollar Movie In One Prompt": AI Disruption Crosshairs Hone In On Hollywood Studios AI-driven equity disruption was everywhere this past week, spreading like wildfire beyond software into insurance, commercial real estate, financials, shipping, wealth management, and likely many more industries in the coming trading sessions. One industry in the crosshairs of AI disruption is Hollywood. Some of the publicly traded studios include The Walt Disney Company, Warner Bros. Discovery, Paramount Global, Sony Group Corporation, Netflix, Lionsgate, and others. On Friday, Axios reported that the Walt Disney Company sent a cease-and-desist...

In my previous piece — The Walls Have Doors Now — I argued that Treasury Secretary Scott Bessent’s promised “measures like have never been seen in the history of the economic isolation of a country” would push against an open frontier: an Iran with land bridges to Pakistan, military and intelligence lifelines to Russia and China, and, […]