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El Nino Heat Wave Fuels HVAC Boom: Goldman Maps The Trade
El Nino Heat Wave Fuels HVAC Boom: Goldman Maps The Trade
We have already provided readers with plenty of color on El Niño (see here and here), a weather phenomenon that could pressure harvest yields and potentially reignite food inflation later this year. El Niño tends to raise temperatures and intensify weather extremes, worsening drought in some regions while amplifying heavy rainfall in others.
Now comes the question of how to profit beyond the agri markets. Goldman analysts led by Brian Singer penned a note for clients titled "Heat Waves...
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May 2, 2026 / Tyler Durden
The US Spends More On 'Defense' Than The Next 8 Countries Combined
The US Spends More On 'Defense' Than The Next 8 Countries Combined
For the first time on record, the top 15 military spenders allocated more than $2 trillion to defense in 2025.
Total global defense spending also reached a record $2.6 trillion, signaling a major shift in geopolitical priorities.
Using data from the International Institute for Strategic Studies, this visualization, via Visual Capitalist's Dorothy Neufeld, ranks the 15 countries driving this surge in military spending.
While the U.S. still operates on an entirely different scale, the biggest shift is happening in Europe, where countries...
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Jun 2, 2026 / Tyler Durden
Pentagon Restricts Press Office Access Over Privacy Concerns
Pentagon Restricts Press Office Access Over Privacy Concerns
Via American Greatness,
The Pentagon announced Monday that reporters will no longer have open access to the War Department’s public affairs office after the space was redesignated as a classified facility to accommodate staff handling sensitive material.
The announcement marks the latest effort by the Pete Hegseth-led War Department to tighten operational security and reshape longstanding media access practices inside the Pentagon.
Under the new policy, the Pentagon’s public affairs office has been converted into a Sensitive Compartmented Information Facility, commonly known as a SCIF.
The office had...
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Feb 13, 2026
Goldman Sachs top lawyer to step down after lying about Epstein connections
" Her announcement follows the release of documents detailing her often chummy conversations with notorious sex offender Jeffrey Epstein." She had long claimed to barely know Epstein.
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