AI Bears: Right About The Excess, May Be Wrong On The Trade

Cantor: Almonty "Moving Seamlessly" Into Production As Korean Tungsten Mine Becomes Western Lifeline Cantor Fitzgerald metals and mining analyst Matthew O'Keefe provided clients on Tuesday with an update on Almonty Industries, citing a corporate update from CEO Lewis Black. The miner's crown jewel tungsten mine in South Korea has begun shipping concentrate as the West's answer to conflict-free tungsten supply comes online, playing into a bigger theme we've outlined called "owning the bottlenecks." O'Keefe says the Sangdong mine has begun shipping concentrate, is moving toward 24/7 operations, and has about 4.6...

In spite of repeated claims from the Federal Reserve that monetary policy is at least moderately restrictive, there is no sign of any slowing in money-supply growth.

F-35 Stealth Jet Suffers "Mishap" At San Diego Airbase A US Marine Corps F-35B assigned to the 3rd Marine Aircraft Wing suffered a "mishap" at MCAS Miramar in San Diego earlier today, according to Fox News. Viral videos have circulated on X showing the $100 million fifth-generation fighter jet in flames. BREAKING: Emergency crews are responding to an aircraft mishap appearing to involve an F-35 at Marine Corps Air Station Miramar in San Diego after the incident was reported earlier this morning.+ Authorities have not released details about what happened, and it...