The 'Modern-Day Lynching' Hoax... And The Elephant In The Room

5 Charts To Navigate This Chaotic Market Authored by Adam Sharp via DailyReckoning.com, I have 5 charts for you today which put this crazy market into context and give some clarity on what might come next. We’re at a fascinating crossroads for markets, geopolitics, and finance. Let’s get started. Semis Party Like It’s 1999 First up, semiconductor returns. The index below includes U.S. semi stocks like Nvidia, Micron, Intel, Broadcom, Marvell, Texas Instruments, and more: Source: Charlie Bilello  As you can see, during the dotcom bubble, semiconductor stocks soared 234% over 14 months in the period leading up...

Efforts To Curb Data Center Speculation Gain Ground Across The US By Brian Martucci of UtilityDive, “A fraction of proposed data centers will get built. Utilities are wising up.” That was the headline on a May 2025 Utility Dive article that explored the conundrum speculative data center requests pose for U.S. electric utilities. More than a year later, it’s unclear how much has changed. Sections of the Stargate Oracle AI data center undergo construction on Aug. 26, 2026, in Abilene, Texas. Community opposition has emerged as a major barrier to data center development...

The U.S. Wants To Ban Chinese Cars, But They're Already At The Gate Efforts in Washington to block Chinese-made cars often sound like a future problem - but in practice, those vehicles are already within reach of American consumers, according to the Wall Street Journal. Just south of the U.S. border, Chinese automakers have been rapidly expanding in Mexico, setting up dealerships and offering vehicles at prices far below what most new cars cost in the U.S. Brands like BYD, Geely, and Great Wall Motor are selling electric and gas-powered models...