Article
An Emerging Market Crisis In Oil-Poor Asia?
An Emerging Market Crisis In Oil-Poor Asia?
Authored by Satyajit Das via NewIndiaExpress,
Reliable availability of cheap energy is, as the Iran war highlights, essential to modern economies and societies, at least for the foreseeable future. Shocks divide the world into the oil haves and oil have-nots.
Alongside higher energy prices, shortages of petrochemical derived chemicals will affect agriculture, mining, plastics, textiles, semi-conductors and construction. Given that even if the conflict was to end with a lasting agreement it would take months or years for restoration of normality, the effects are likely...
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May 17, 2026 / Tyler Durden
AI vs Affordability And Rates
AI vs Affordability And Rates
By Peter Tchir of Academy Securities
Last week, we contemplated, for the first time, that we might need to Understand Universal Basic Income. The timing was very good as on Monday, South Korea floated the idea of transferring some AI-driven tax revenue to its citizens. As uncertainty around jobs, income, and costs continue to weigh on overall confidence, expect this subject to get more airtime in the political arena. The concept of UBI does go hand in hand with two competing themes: AI and Affordability.
China, Iran,...
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May 31, 2026 / Tyler Durden
Berkshire Buys Taylor Morrison For $6.8 Billion In First Big Deal Under Greg Abel
Berkshire Buys Taylor Morrison For $6.8 Billion In First Big Deal Under Greg Abel
Less than a month after we mused at Berkshire's most recent cash hoard which as of March 31 stood just shy of $400 billion, and wondered who Warren Buffett's replacement Greg Abel will acquire first...
... we got the answer on Sunday afternoon, when Berkshire announced it will acquire homebuilder Taylor Morrison Home Corp. in an all-cash deal worth about $6.8 billion. Which means that after the deal, Berkshire still has $390 billion in T-bills collecting about 3.5%.
The...
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