We're All On Borrowed Time...

Bob sits down with macro researcher Luke Gromen of Forest for the Trees to discuss the cascading supply chain consequences of a closed Strait of Hormuz.

New York Becomes First State To Enact One Year Ban On New Data Centers The blowback against data centers escalated this morning, when New York became first state in the nation to enact a moratorium on data centers, pausing construction on new facilities for one year. An executive order by Gov. Kathy Hochul bans state lawmakers from approving environmental permits for hyperscale data centers. Hochul said Tuesday the pause will give lawmakers time to create a framework to protect residents and the environment.  "Massive data centers are being built across our state and...

Real Estate Browser Extension In France Provides Immigration Data Overlay Via ReMix, A French website and real estate browser extension for Chrome is promoting an unusual data offering, which includes information on immigration levels, insecurity, and Islamization rates — all factors that real estate buyers may want to take into consideration before they make an investment. The OVMF assigns various scores “automatically in real estate ad photos,” according to the company behind the extension, which is free and collects no data from its users, according to the website. It also promises to highlight...