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"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze

"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze Piper Sandler initiated coverage of LightPath Technologies with an "Overweight" rating and a 12-month price target of $15, citing the defense supplier's proprietary BlackDiamond infrared glass, which completely "circumvents" the need for Germanium amid "significant cost increases and scarcity stemming from recent Chinese export controls." Clarke Jeffries, vice president and senior equity research analyst at Piper Sandler, specializes in industrial software and defense technology. In a note titled "BlackDiamonds Are Forever," Jeffries outlined the core value proposition underpinning LightPath's investment...
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Jul 30, 2026 / Tyler Durden
Das: The End Of American Greatness?
Das: The End Of American Greatness? Authored by Satyajit Das via New India Exporess, A U-turn for the US in its 250th birthday America’s claim to singularity rested on plentiful resources, cheap labour, govt largesse and military edge. With all of the factors fraying, it needs a hard look at the mirror As the United States of America celebrates the 250th anniversary of its independence, it is useful to reflect on the nation’s ascent. History and geography foremost. A virgin territory for European colonisers provided a fresh start escaping the encumbrances, distinctions, hatreds and...
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Jul 17, 2026 / Tyler Durden
DOJ, DHS Launch Election Integrity Website
DOJ, DHS Launch Election Integrity Website Authored by Kimberley Hayek via The Epoch Times, The Justice Department’s Civil Rights Division and the Department of Homeland Security (DHS) on Thursday launched a joint website featuring an interactive map of federal enforcement actions aimed at election security, transparency, and integrity. “Excited to launch the joint @TheJusticeDept @DHSgov election integrity website, an interactive map showing what actions the federal government is taking to improve election security, transparency, and integrity for all Americans! Updated regularly!” Assistant Attorney General Harmeet K. Dhillon announced on X on July...
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Jul 1, 2026 / Matt Taylor
A Backwards History of Money
Money did originate from the state, no matter how many times contemporary monetary theorists might claim otherwise.
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