The Mullahs & The Lefty-Left

One Reason This Energy Shock Is Not Like The One 15-Years Ago Arend Kapteyn, the global head of economics and strategy research and chief economist at UBS, told clients that one key reason the current Middle East conflict-driven energy shock "is not like 2011-2014" will be the absence of a comparable response from the shale patch, suggesting consumers are more likely to bear the brunt of the pain.  Kapteyn noted that, on an inflation-adjusted basis, oil prices in 2011-2014 were actually higher than they are today, yet the U.S. economy absorbed that...

Are Markets F***ed? Collum And Pomboy To Address Everything Bubble As the S&P continues to reach new highs in the mid 7000s, leaving the COVID era 3000s as a forgotten fevered dream… and AI euphoria fueling increasingly speculative bets across Wall Street and Main Street, the sane among us need to ask the question: when will reality hit? In tonight’s ZeroHedge debate, hosted by the legendary Dave Collum, Macro Mavens founder Stephanie Pomboy and Michael Lebowitz will break down the most dangerously overvalued sectors of today’s market. From AI to private...

China Unveils Nuclear-Powered Floating Hub For Green Shipping China has proposed a large offshore logistics platform powered by nuclear energy that would function as both a cargo transfer hub and a refuelling/charging centre for ships, according to the South China Morning Post. The concept, unveiled by Jiangnan Shipyard, combines port infrastructure, energy generation, and cargo handling into a single floating facility aimed at reducing emissions in maritime transport. The project was presented at the Posidonia International Shipping Exhibition in Greece. The SCMP writes that the platform would rely on a molten salt reactor...