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AI-Fueled Global Earnings Boom At Risk As Dems Push Data-Center Moratoriums
AI-Fueled Global Earnings Boom At Risk As Dems Push Data-Center Moratoriums
UBS chief economist Arend Kapteyn wrote in a note on Thursday that global earnings expectations remain exceptionally strong, but gains are heavily concentrated in technology and companies benefiting from the AI investment supercycle.
That concentration creates a potential policy vulnerability that investors must be cautious of: If Democrats gain ground in November's midterm elections and advance data center moratoriums, restrictions on construction could rip out the core economic growth driver of US earnings, and the fallout could extend well beyond...
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Sep 19, 2026 / Tyler Durden
The 'Modern-Day Lynching' Hoax... And The Elephant In The Room
The 'Modern-Day Lynching' Hoax... And The Elephant In The Room
Authored by Larry Elder via The Epoch Times,
Nearly 60 Democratic members of Congress signed a letter to sound an alarm: Black Americans are being found hanging, including some from trees, in a wave of possible "modern-day lynchings."
Their letter to the Justice Department and FBI stated, "The series of deaths raise significant suspicion of foul play given the role of lynching in our nation's history." Rep. Ayanna Pressley called it a "national crisis." Rep. Alexandria Ocasio-Cortez, who signed the letter, tweeted...
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May 2, 2026 / Tyler Durden
ZeroHedge Fertilizer Debate: Hormuz Closure Could Usher In New Arab Spring
ZeroHedge Fertilizer Debate: Hormuz Closure Could Usher In New Arab Spring
On Friday, ZeroHedge, in partnership with the Macro Dirt Podcast, hosted a debate focused on the implications for agriculture, inflation, and global supply chains given the current situation in Iran. The discussion was illuminating and worth a rewatch if you missed it.
The discussion featured former Bridgewater head of commodities Alex Campbell, Brent Johnson of Santiago Capital, and was hosted by Tony Greer and Jared Dillian.
The Damage Has Been Done
Even in a best case scenario where shipping lanes reopen immediately, Santiago...
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Oct 17, 2026 / Tyler Durden
LNG Tanker Off Yemen Attacked By Small Boat Fire
LNG Tanker Off Yemen Attacked By Small Boat Fire
It begins in waters off Yemen now? This has been a big fear for global energy prices amid the seven-month long Iran war and Hormuz Strait crisis.
The Houthis have while fighting a war with Riyadh and its coalition in Yemen so far declared that international shipping remains safe, but that only Saudi and Israeli-linked vessels will be targeted.
But on Friday a liquefied natural gas tanker 140 nautical miles southeast of the Yemeni city of Al Mukalla has come under attack.
The emerging circumstances...
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