Bill Gates Held A Top Secret 'Q' Clearance For Seven Years - And The DOE Won't Say Why

An Emerging Market Crisis In Oil-Poor Asia? Authored by Satyajit Das via NewIndiaExpress, Reliable availability of cheap energy is, as the Iran war highlights, essential to modern economies and societies, at least for the foreseeable future. Shocks divide the world into the oil haves and oil have-nots. Alongside higher energy prices, shortages of petrochemical derived chemicals will affect agriculture, mining, plastics, textiles, semi-conductors and construction. Given that even if the conflict was to end with a lasting agreement it would take months or years for restoration of normality, the effects are likely...

Alphabet Raising $80BN In Equity To Fund Capex, Including $40BN ATM Offering And $10BN Deeply Discounted Deal With Berkshire As we have discussed ad nauseam in the past years, perhaps the biggest mystery surrounding the entire AI supercycle, is where will the hyperscalers find the funds to pay for the trillions in projected capital spending now that most of their Free Cash Flow is flat or negative (with the exception of Microsoft). And while many are forced to resort to aggressive debt issuance with Morgan Stanley estimating that credit markets will...