Article
Of Anchovies And Blueberries – Why El Niño Matters
Of Anchovies And Blueberries – Why El Niño Matters
Authored by Nick Smallwood via BondVigilantes.com,
Why aren’t we talking more about El Niño?
After an exceptionally hot, dry summer in Western Europe and elsewhere, climate discussions proliferate. But neither mainstream media nor markets seem to be seriously discussing the risks and opportunities presented by what scientists appear to agree will be a “super El Niño”.
In a world where food supplies have already been curtailed by the Russia-Ukraine conflict (especially wheat and sunflower oil), and where next year’s crop yields could be hit by the high price and/or...
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Jul 16, 2026 / Tyler Durden
"The Killer Chokepoint": China's Rare Earth Squeeze Is Reshaping The Global Economy
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Artificial intelligence may be driving headlines, but one of its biggest vulnerabilities is an obscure metal that few people have ever heard of. Yttrium, a rare earth element first identified more than two centuries ago, has quietly become an essential ingredient in advanced semiconductor manufacturing, according to the Financial Times. As demand for AI chips accelerates, securing reliable access to the metal has become a growing strategic concern.
"We're in the middle of a sea change in terms of...
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May 12, 2026 / Tyler Durden
"Neither Credible Nor Attractive": eBay Rejects GameStop's Takeover Bid
"Neither Credible Nor Attractive": eBay Rejects GameStop's Takeover Bid
eBay's board released a statement on Tuesday morning, rejecting GameStop CEO Ryan Cohen's unsolicited, non-binding acquisition proposal, calling it "neither credible nor attractive."
"We have concluded that your proposal is neither credible nor attractive," Paul S. Pressler, eBay's chairman of the board of directors, wrote in a statement.
Pressler cited concerns over GameStop's financing, the risks of a combined business, leadership and governance questions, and the potential impact on eBay's valuation and long-term growth.
Pressler laid out the concerns:
eBay's standalone prospects,
the uncertainty regarding your...
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May 27, 2026 / Tyler Durden
Samsung Inks Labor Deal, Averts Chip Strikes As AI Bonus Boom Fuels Ferrari Purchases




