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Here's Why the US Manufacturing Surveys Are Diverging So Dramatically...
Here's Why the US Manufacturing Surveys Are Diverging So Dramatically...
Update (1015ET): As we noted below, there was a significant divergence between the two manufacturing surveys for July... which is not that unusual, and also an odd divergence between falling inflation expectations and universally rising commodity prices.
Based on the responses to the ISM survey, we may have found the answer... and it's a familiar one in this bifurcated economy...
Green ones from AI, semiconductor, electronics and machinery firms report strong demand from AI data centers, chips and defense.
Red ones from metals,...
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Oct 12, 2026 / Jason Ditz
Two Killed in South Lebanon, North Israel Explosions as War Continues to Claim Lives
After two people were reported killed over the weekend in southern Lebanon, an addition two people were reported killed today and at least 19 others wounded along both sides of the border, in this case seemingly entirely from unexploded ordinance left there earlier in the war. The death in Lebanon was a member of security […]
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Aug 24, 2026 / Tyler Durden
Gold: From DC's "Enemy" To Its Last Hope?
Gold: From DC's "Enemy" To Its Last Hope?
Authored by Matthew Piepenburg via VonGreyerz.gold,
As headlines from the Iranian “conflict” continue to leave the world guessing as to what, if any, military, political and financial solutions lie ahead, we can at least know this much: The approaching autumn looks a bit scary.
A Market Fall in the Fall?
The macro setting for our collective transition from summer to fall in 2026 is marked by rising yields across the western yield curve, from Paris to DC.
These rising yields, which represent the cost of servicing debt...
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Oct 13, 2026 / Tyler Durden
OpenAI Says Employee Planted "Sophisticated" Recording Device In Office; FBI Arrests Saudi National
OpenAI Says Employee Planted "Sophisticated" Recording Device In Office; FBI Arrests Saudi National
OpenAI said Tuesday that it found a hidden recording device in one of its offices, used its own AI models to work out who put it there, fired the employee and handed the matter to the FBI, which made an arrest.
The company posted the account on X from its newsroom handle:
"We discovered a sophisticated recording device that was hidden inside one of our offices," OpenAI said.
"We used our models to understand the device and where it had...
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