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Scarcity Warnings In Physical World Send Commodities To 14-Year High, Threatening Stock Rally
Scarcity Warnings In Physical World Send Commodities To 14-Year High, Threatening Stock Rally
Readers are familiar by now with the broad-based commodity rally, with energy, agricultural products and metals moving sharply higher as former Goldman Sachs commodities head Jeff Currie warned this summer of growing scarcity in the physical economy.
The Bloomberg Commodity Index has climbed to levels last seen in 2012...
... while the Quantix Commodity Index has hit a new record high.
Bloomberg macro strategist Simon White is out with a new note this morning warning that the commodity rally...
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From Gaza To BRICS: The Revolt Against The Dollar Order
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Authored by Freddie Ponton via 21stCenturyWire.com,
Washington spent decades marketing the dollar as the natural language of world trade, a neutral vessel carrying commerce across borders. In practice, it became the armed currency of an imperial system that bombed states into ruin, sanctioned whole societies, and reserved the right to strangle any country that refused submission.
Unlike the usual churn of de-dollarization commentary, this report does not trade in fantasies of sudden dollar collapse or fairy tales about a BRICS currency descending to...
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Jun 9, 2026 / Tyler Durden
Beijing Readies $297 Billion Data Center Buildout Blitz In Bid To Dominate AI Race
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The US and China are locked in a series of races, with AI now sitting at the center of nearly all of them. This is a race not only to build the leading frontier models, but to deploy them across entire economies, unleash physical AI, and convert compute power into productivity, surveillance, military, and industrial advantage ahead of the 2030s. This is the new world we are entering, and it is moving incredibly fast. The...
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Sep 6, 2026 / Tyler Durden
Ex-CNN Propagandist Don Lemon Mulls Presidential Run
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Authored by Luis Cornelio via Headline USA,
The Democratic Party has long attracted peculiarly strange individuals who have been floated as potential presidential candidates, including convicted felon Michael Avenatti, disgraced former first son Hunter Biden, Jerry Springer and anti-Trump filmmaker Michael Moore. Add former CNN anchor Don Lemon to that list.
Lemon, now a YouTuber whom CNN fired amid allegations of misogyny, toxic workplace behavior and friction with female coworkers, hinted at a potential presidential campaign in a Thursday interview with Politico.
"I'm not a politician....
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