Thursday, May 29, 2025

Labor's Share Of National Income: "Are Employers Playing a Game of Monopsony?"

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 From the University of Chicago, Booth School of Business' Chicago Booth Review, May 19: Labor’s share of national income has fallen, an...

Capital Markets: "US Trade Court Roils Markets: Trump Administration to Appeal"

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The the knee-jerk exuberance for the broader equity market seems a bit much. On the other hand, Nvidia delivered nicely . From Marc to Marke...

Goldman Sachs: "Four tools at the Trump administration’s disposal after a U.S. court blocks tariffs"

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From CNBC, May 29:  A U.S. trade court ruled that Trump had overstepped his authority by invoking an emergency law to impose sweeping tari...
Wednesday, May 28, 2025

"Russia is quietly carrying out a modernization of its nuclear missile infrastructure near the Kazakh border"

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With all the caveats pertaining to mystery documents and how/why a media organization came to possess them, and why they are being released ...

Trump Administration Cancels $3 Billion Loan [Guarantee] to Troubled Sunnova Energy (NOVA)

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Yeah, don't be stepping up to guarantee stuff for a company that has already issued a Going Concern warning. From Bloomberg, May 28: Sol...

Nvidia Earnings Call Transcript—Q1 2026, May 28, 2025 (NVDA)

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Having been through forty or so Nvidia quarterlies we don't have quite as much urgency to get the numbers on the page as a lot of folks...

UAE's ENEC And GE Vernova Hitachi Sign Memorandum To Explore Deploying Small Modular Reactors Internationally (GEV)

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From Utilities Middle East, May 28: ENEC, GE Vernova eye global shake-up with SMR tech ENEC and GE Vernova Hitachi have signed an MoU to joi...

"Trump nuclear power orders could open small reactors in the U.S. by 2030, GE Vernova CEO says" (GEV)

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The stock notched another all-time high today, closing at $ 485.01 up $ 13.50 (+2.86%) . From CNBC, May 28, 2:22 PM EDT:  President Donald ...

Locust Watch: "Seasonal precipitation predictions"

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Following on the post immediately below, " We've Entered The Predation Phase Of The A.I. Boom: Chamath Palihapitiya Edition " ...

We've Entered The Predation Phase Of The A.I. Boom: Chamath Palihapitiya Edition

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This sure reads like the set-up to a giant self-dealing/self-aggrandizing machine. From ZeroHedge, May 27:  Chamath Palihapitiya Unveils Pla...

"Oracle has reportedly placed an order for $40 billion in Nvidia AI GPUs for a new OpenAI data center" (ORCL; NVDA)

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Even if they are double-ordering (just to assure their place in the queue) that's still a lot of chips. From Tom's Hardware, May 24:...

"Some signs of AI model collapse begin to reveal themselves"

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From The Register, May 27: Prediction: General-purpose AI could start getting worse  I use AI a lot, but not to write stories. I use AI for...

"Chinese laser cracks spy dream, can read letters size of a sesame seed from a mile away"

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From Interesting Engineering, May 25: Turns out lasers are better than telescopes, binoculars, and lenses at reading text written on a targe...

"UAE’s AI University Aims to Become Stanford of the Gulf"

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That's ambitious. From Bloomberg, May 22: Mohamed bin Zayed University of AI is focused on building an engineering pipeline, incubating...
Tuesday, May 27, 2025

"How Third-Century China Saw Rome, a Land Ruled by 'Minor Kings'”

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Eighteen hundred years later that still sounds very Chinese. From the introduction to 2023's " What was the longest-lasting civiliz...

Javier Blas: India's Influence On The International Oil Market

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From Bloomberg via Advisor Perspectives, May 27: The Oil Market Has a Bigger Problem Than a Slowing China – India  India is the stuff of dre...

"The Alienated ‘Knowledge Class’ Could Turn Violent"

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Rather than "Knowledge class" they act more like entitled wannabe elites. From the Wall Street Journal, May 21: Societies that exi...

"Gold Erupts From Hawaiian Volcanoes, Scientists Discover"

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 From Newsweek, May 27: There's gold in them thar hills—or, at least, in the volcanoes of the Hawaiian Islands —along with other preciou...

Boston Consulting Group, Ripple Predict Tokenization To Reach $18.9 Trillion by 2033

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And pretty soon you're talking real money. From Ledger Insights, April 8: Yesterday Ripple published a tokenization report developed b...

Investor's Business Daily Says Nice Things About GE Vernova's New All-Time High (GEV)

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Actually the fifth consecutive day of all-time closing highs, eclipsing the $437.71 ATCH of January 23.  From TradingView : In premarket tr...