Hormuz To Year-End: Bullish Or Bearish?

Five Dynamics That Make Sense Of An Increasingly Chaotic World Authored by Charles Hugh Smith via OfTwoMinds blog, These dynamics and the incentives they generate lead to systemic crisis and collapse. As I noted in What Once Explained Everything Now Explains Nothing, the simplicity of either-or ideologies appeal to us. Identifying with an ideology is like having a favorite sports team: yea for our team! Our team good, other team bad. The roots of this simplistic either-or are obvious: our tribe good, other tribe bad. The problems with this simplistic loyalty arise when we attempt to...

AI Boom And European Bond Markets: A Deep Dive Submitted by Thomas Kolbe The “credit pump” could rightfully claim its place as a symbolic flag of the European Union. With virtually unlimited access to the bond market, politics magically transforms an inexhaustible credit stream into political maneuvers and ideological wizardry. Through this manipulation of money, processes and institutions are transplanted into the real world that, under normal circumstances, could never have surpassed the fantasies and limits of political ideology. Wind turbines in forests, fully electric cargo bikes in an industrial nation that...