Organized Insanity: Why ICE Shootings Are Usually Justified

China's YMTC Is Now World's 3rd Biggest Flash-Memory Supplier With 14% Market Share Earlier today we reported that China's highly touted DRAM memory maker CXMT recently surpassed Tencent to become China's most valuable company. That may be just the start, because hot on the heels of the biggest Chinese IPO this decade, comes that "other" Chinese memory maker, Yangtze Memory Technologies Corporation (YMTC) which has now broken into the world’s top three NAND flash memory suppliers by volume for the first time, marking a milestone for China’s semiconductor ambitions as it strives...

Remember The Names Authored by James Howard Kunstler, “. . . it’s subversion and nothing about it is accidental. it’s a well worn playbook to use the democratic institutions of a high trust state to destroy a civilization.” - El Gato Malo on Substack An eerie quiet masks the panic rising among the many players in the long-running train of crimes carried out under color-of-law against the people of this country that goes roughly under the clunky name of The Grand Conspiracy. What is Joe DiGenova up to, exactly, in the Southern District...

"Stunning Quarter": Highest Earnings Growth In Over Two Decades Yesterday, Deutsche Bank's head of thematic research published his latest chartbook, "The Great 2026 Reset," which delves into the market and political implications of the Iran conflict (available here to pro subs). One key topic explored by Reid is the remarkable US Q1 earnings season. As we previewed ahead of the start of reporting seasons, earnings are significantly exceeding consensus estimates across all metrics, despite a high bar. S&P 500 earnings growth is projected to accelerate sharply from 13.4% in Q4 to...