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UBS Identifies "The Next Leg Of The AI Trade"

UBS Identifies "The Next Leg Of The AI Trade" Catherine Gordon, UBS's energy and resources expert, highlighted "AI Infrastructure Constraints Emerge As Next Leg Of The Trade" in a Friday note to clients. The theme closely aligns with our "Owning The Bottlenecks" note, which centered on companies positioned to benefit from supply constraints in the critical materials space that feed not only the AI infrastructure buildout but also the rearmament supercycle. Gordon's note outlined that traders are shifting their focus to the power, data-center capacity, and financing needed to sustain...
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Sep 15, 2026 / Tyler Durden
Money-Supply Growth Accelerated In July To A 59-Month High
Money-Supply Growth Accelerated In July To A 59-Month High Authored by Ryan McMaken via The Mises Institute, Shortly after becoming the new Fed chairman, Kevin Warsh has admitted that it's been more than five years since the Federal Reserve hit its two-percent price-inflation target. Warsh has also claimed that he'll change that, and he'll bring down price inflation very soon. But if Warsh is serious about price inflation he's going to have to make some pretty substantial changes. After all, the Fed's preferred price-inflation measure (core PCE) was up by 3.7...
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Oct 12, 2026 / Tyler Durden
DOJ Lacks Authority To Check Voter Lists Against Immigration Database, Judge Says
DOJ Lacks Authority To Check Voter Lists Against Immigration Database, Judge Says Authored by Zachary Stieber via The Epoch Times, The Department of Justice (DOJ) cannot take the names of registered voters and compare them against a federal immigration database, a federal judge has ruled. U.S. District Judge Sparkle Sooknanan, based in Washington, handed down an order on Oct. 9 against the department. The DOJ has been requesting lists of registered voters from states and, after obtaining them, checking them against the Systematic Alien Verification for Entitlements service, which contains citizenship information. When people...
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Oct 21, 2026 / Tyler Durden
WNBA Officially Rejects Enes Freedom And Royce White For Being Men
WNBA Officially Rejects Enes Freedom And Royce White For Being Men WNBA Commissioner Cathy Engelbert told House Republicans in a letter last week that Enes Kanter Freedom and Royce White cannot play in the league because they are men. Her letter did not include the definition of "women" that lawmakers had requested. "With respect to your questions regarding eligibility, only women are eligible to play in the WNBA and the individuals you cite in your letter are both men," Engelbert wrote. The America First Policy Institute, which represents Freedom, provided the letter...
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