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How U.S. Retailers Are Absorbing The Fuel-Price Shock
How U.S. Retailers Are Absorbing The Fuel-Price Shock
We have diligently tracked the Gulf-related fuel-price shock hitting the American consumer, with prices rising at the fastest rate in three years, personal savings depleted, and spending still running hot, a trend Goldman flags as increasingly troubling for the broader economy. This cocktail has revived uncomfortable memories of the 1970s: higher energy costs, squeezed households, and a consumer still spending into weakness.
But another important area of coverage is how companies are faring as freight, fuel, and supplier costs, along with tariff pressures,...
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Jul 6, 2026 / Tyler Durden
Priced Beyond Perfection: Samsung Electronics Tumbles As Soaring Profit Not Good Enough
Priced Beyond Perfection: Samsung Electronics Tumbles As Soaring Profit Not Good Enough
The memory bubble appears to be rapidly deflating.
After the semiconductor/memory sector was walloped in Monday US trading without any clear negative catalyst, the semiconductor-chasing world was eagerly waiting to hear what Samsung - the world’s largest memory maker - would report in its preliminary Q2 earnings report as investors sought to justify sky-high investments and valuations around AI. In the end, it was not good enough, and the stock is down 5% at last check.
Samsung Electronics’s quarterly profit surged...
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Apr 12, 2026 / Kyle Anzalone
Zelensky Claims Ukrainian Forces Downed Iranian Drones in the Middle East
President Volodymyr Zelensky said Ukrainian forces deployed to the Middle helped to shoot down Iranian drones in multiple countries. “We sent our military experts to the Middle East, including specialists in interceptor drones and electronic warfare,” Zelensky posted to X on Friday. “In those countries that opened up their air defense systems to us, our […]
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Apr 1, 2026 / Craig Murray
The Weight on Delcy Rodriguez
As I was leaving the University of the Communes in Tocuyito, after a joyful and uplifting visit, an earnest young Professor came up to me and pulled me aside. Very quietly, he asked me what was going to happen. A number of the students were terrified there would be regime change and they, picked as […]
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