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AI Capex Depreciation Risk Is The Catch To Record Earnings
AI Capex Depreciation Risk Is The Catch To Record Earnings
Authored by Lance Roberts via RealInvestmentAdvice.com,
The second-quarter earnings season is in full swing. So far, the results are landing in line or better than the upwardly revised Wall Street estimates. That’s the opposite of how this usually works. Analysts normally trim their forecasts as a year wears on. In 2026, they’ve done the opposite. The S&P 500 is on track to grow earnings north of 20% for a second straight quarter. The earnings are real. However, a meaningful slice of...
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Jun 21, 2026 / Tyler Durden
Let's Hear It For The Dads
Let's Hear It For The Dads
Authored by Silvio Canto via American Thinker,
It’s another Fathers’ Day, and let me say a cheer for our fathers.
I was blessed with a wonderful father, who led by example and taught me all the right values. He passed away back in late 2015, but I still remember having a little Cuban coffee and enjoying a game on TV. I would love to have another of those Sunday afternoons back, because I miss them dearly. We spoke about so much in those moments.
I remember the time that we...
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Mar 22, 2026 / Tyler Durden
AOC Splashes Thousands In Campaign Funds On Psychiatrist Specializing In Ketamine Therapy
AOC Splashes Thousands In Campaign Funds On Psychiatrist Specializing In Ketamine Therapy
Rep. Alexandria Ocasio-Cortez's (D- NY) campaign splashed close to $19,000 in campaign funds last year to a Boston-area psychiatrist affiliated with a chain of clinics that specialize in ketamine-based treatments for mental-health conditions, according to the New York Post.
Disclosures filed with the Federal Election Commission indicate that Ocasio-Cortez's campaign committee made three payments totaling $18,725 in 2025 to Dr. Brian Boyle, chief psychiatric officer at Stella Mental Health. The expenditures were recorded as "leadership training and consulting": $11,550...
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Apr 20, 2026 / Tyler Durden
From Leverage To Liability: The Hormuz Strait Is Now Iran's Biggest Weakness
From Leverage To Liability: The Hormuz Strait Is Now Iran's Biggest Weakness
Authored by Daniel Lacalle,
For half a century, the Strait of Hormuz was Iran’s weapon. Today, it is its noose.
The mathematics of energy have flipped, and with them the balance of coercive power in the Persian Gulf.
Iran’s implicit deterrent was geographic, spanning from the tanker wars of the 1980s to the sanctions standoffs of the 2010s. Almost 20% of global seaborne oil, and a similar share of liquefied natural gas, passes through the Strait. The formula was simple:...
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