The Problem with Eternal Vigilance

Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe Taiwan has intensified its efforts to stop advanced AI hardware from reaching China, carrying out raids at the local offices of Super Micro Computer and several businesses connected to an investigation into the movement of servers equipped with NVIDIA chips, according to Bloomberg. Investigators searched multiple business locations and the homes of six individuals as part of the inquiry. While prosecutors did not publicly identify those involved, a source familiar with the matter said Super Micro's Taiwan office was...

Labor Shock: US Adds 162K Jobs In August, 4-Sigma Beat And Above Highest Forecast In our jobs report preview we quoted JPM's Market Intel desk which said that today's August payrolls number will be a case of "good news is bad news", and sure enough futures are sliding  and yields surging after moments ago the BLS reported that in August, the US added a whopping 162K jobs, up from an upward revised 21K (July is no longer negative -23K), and the second highest monthly increase of 2026 (only March was higher)... ......

Alberta Premier Rejects Using Oil As A Weapon Against Trump Authored by Charles Kennedy via OilPrice.com, Alberta's Premier Danielle Smith has rejected the idea of slapping export taxes on crude oil exports to the United States in retaliation for the Trump administration's tariff salvo against Ottawa, saying they would be damaging to Canada. Alberta Premier Danielle Smith speaks at the Canada Strong and Free Network in Ottawa on Thursday, March 23, 2023. (THE CANADIAN PRESS/Sean Kilpatrick) "Although I understand the need to respond strongly to these tariffs, I cannot think of a more...