"Very Intentional": Steve Eisman Thinks Anthropic Is Hiding Something

Yet Another Wildberries Facility - Russia's Amazon - Goes Up In Flames After Ukraine Drone Strike Another large warehouse and logistics hub for major online Russian retailer Wildberries has been targeted and struck by Ukrainian drones. This is the third time in a week the company widely considered to be the 'Russian Amazon' has seen its warehouses go up in flames. At least eight of its shipping facilities have been attacked overall this month. Wildberries co-founder Tatyana Kim confirmed the fresh attack on company facilities Friday morning: Kim, Russia's wealthiest woman, said Wildberries facilities in...

Colombia's Richest Man Turns Venezuelan Oil Contract Into $500 Million GeoPark Stake Colombian billionaire Jaime Gilinski is positioned to take control of GeoPark Ltd., a Latin American energy producer, after converting a Venezuelan oil agreement secured at almost no upfront cost into an equity stake initially valued at more than $500 million, according to Bloomberg. The transaction illustrates the competition for Venezuelan assets following Nicolás Maduro’s removal in January and Washington’s subsequent relaxation of energy sanctions. Investors with government connections are moving quickly into a country whose enormous oil reserves have...

"De-Globalization Endgame": Deutsche Bank Warns Historic Copper Squeeze Could Ignite 50% Rally London copper prices are near record highs at the start of the week, reinforcing the supercycle commodity bull-cycle thesis former Goldman Sachs commodities chief Jeff Currie outlined in August: "get long and buckle up." The convergence of tight physical markets, currency debasement and policy intervention is creating conditions for a sustained repricing of scarce resources. From refined petroleum products and rare earths to industrial metals and certain agricultural commodities, tightening physical markets underpin our "own the bottlenecks" theme. Deutsche Bank's...