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UBS Warns Trump's 100% Generic Drug Tariff Puts Indian Pharma "On Notice"; Goldman Flags Reshoring Winners

UBS Warns Trump's 100% Generic Drug Tariff Puts Indian Pharma "On Notice"; Goldman Flags Reshoring Winners President Trump will impose a 100% tariff on imported generic drugs starting in August 2028, rising to 200% a year later, unless manufacturers shift production to the US. "This is done in order to RESHORE Generic Pharmaceutical Production into America, with a penalty to those Companies that decide not to build Plant and Equipment within the stated period of time given to them," Trump wrote on Truth Social late Tuesday. He continued, "The objective of this...
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Jul 21, 2026 / Tyler Durden
Gold & Tech: How The Whales Trick The Retail Plankton
Gold & Tech: How The Whales Trick The Retail Plankton Authored by Matthew Piepenburg via VonGreyerz.gold, Never in my 30+ years in the markets have I seen a monetary, precious metal and risk-asset setup more obvious yet more deliberately ignored than today. Below, we look at the converging signposts screaming from the tech/AI sector and the equally obvious (yet deliberately downplayed) signals from a precious metals market entering a watershed turning point. How the Whales Do Their “Magic” As warned for years, and more recently here at the precious metals symposium in Florida, the insider whales...
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Aug 9, 2026 / Tyler Durden
Apple Tests Chinese Memory Chips As Supply Crunch Pushes PC Giants Toward CXMT
Apple Tests Chinese Memory Chips As Supply Crunch Pushes PC Giants Toward CXMT After months of lobbying the Trump administration for clearance to purchase Chinese memory chips, Apple appears to be nearing the point where it can tap China's domestic chip market. The push follows what the iPhone maker has described as "unsustainable" pricing from the memory "cartel," namely SK Hynix, Samsung, Micron, and SanDisk, whose production has been soaked up by unprecedented demand from hyperscalers.  The Wall Street Journal reported Sunday morning that Apple is closer than ever to using memory chips...
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Jun 15, 2026 / Tyler Durden
Final Ivy Folds As Columbia University Abandons Test-Optional Admissions Policy
Final Ivy Folds As Columbia University Abandons Test-Optional Admissions Policy More than three years after adopting test-optional admissions, Columbia University is reversing course and will once again require standardized test scores from prospective students. Columbia announced on June 13 that, beginning in fall 2027, first-year and transfer applicants will have to submit either SAT or ACT scores to be considered for admission. The university will remain test-optional for the upcoming 2026–27 admissions cycle. University officials said the decision follows a “multiyear faculty review” that found “test scores, among other factors, were a...
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