Thursday, November 21, 2024

"Container Shipping Industry Sees Exponential Profit Surge Driven by Red Sea Situation"

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From gCaptain, November 20:  The container shipping industry has experienced a remarkable turnaround in the third quarter of 2024, with tot...

"Corporate China seeks dollars as trade tensions rise"

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From Reuters via the Japan Times, November 22: Chinese firms are squirreling away even more dollars, pricing contracts in yuan and opening ...

"Masters of the Machine: The A.I. Leaders With Power, Influence, Capital and Vision"

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From Observer, November The future of artificial intelligence isn’t just being built in research labs—it’s being shaped by a sm...

"Are We Accidentally Building A Planetary Brain?"

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If so let's hope it is at minimum, somewhat intelligent. From Noema, November 19: From superorganisms to superintelligences, how studyin...

"Elon Musk’s first order of business in Trump administration: Kill remote work"

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This is going to be all-out war. From Fortune Magazine, November 21:  Donald Trump appointee Elon Musk unveiled his first blueprint to radi...

"Flour millers face supply crunch as wheat farmers tighten grip on stocks"

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From Reuters, November 20: Summary Farmers in top exporting countries hold wheat for better prices Global wheat prices near four-year low am...

"Battery unicorn Northvolt files for bankruptcy, upending Europe’s industrial plan"

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From TechCrunch, November 21: Beleaguered Swedish battery manufacturer Northvolt announced today that it was filing for bankruptcy in the ...

"The mafia’s latest bonanza: salmon heists"

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Swim with the fishes indeed. From The Economist, November 21: Fish farming is big business in Chile. Stealing fish is, too  WEARING HI-VIS ...

"Insane footage shows moment Russian ICBM slams into Ukraine in horror escalation"

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The Russians did two things.  1) they made sure the things work. 2) they showed the world the things work. From the always measured and rese...

Batteries: Sweden's Northvolt Has Hired A Restructuring Expert

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From Bloomberg via Canada's Financial Post, November 20: Sweden’s Northvolt AB hired restructuring expert Paul O’Donnell to oversee it...

"Nvidia (NVDA) Q3 2025 Earnings Call Transcript"

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From Motley Fool Transcribing, November 20, 9:00pm: NVDA earnings call for the period ending September 30, 2024.  Nvidia ( NVDA -0.76% ) Q...

"Jensen Huang says the 3 elements of AI scaling are all advancing. Nvidia's Blackwell demand will prove it." (NVDA)

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This is a serious issue over the next couple years, some recent links after the jump. From Business Insider, November 21: Reports on an ...

"Nvidia’s Earnings: What We Learned"

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That the real treasure is the friends we make along the way? From Barron's, November 20:  Nvidia reported strong fiscal third quarter e...

"Nvidia’s Forecast Magic Fades as Analysts Catch Up to Reality" (NVDA)

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From Bloomberg November 21: More difficult for AI giant to impress after knockout quarters Sales forecast didn’t match more optimist...

Capital Markets: "Ueda Lifts Yen, Leaving Euro and Sterling Pinned Near Lows"

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From Marc Chandler at Bannockburn Global Forex: Overview:   Escalating tensions in Europe and comments from Bank of Japan Ueda that spurred ...
Wednesday, November 20, 2024

"Ford, facing economic headwinds and weak EV sales, to cut 4,000 jobs in Europe"

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It is not easy building electric vehicles profitably.* From the Associated Press, November 20: Ford Motor Co. says it will reduce its workfo...

"COP29: Climate finance talks face 'hardest' stage as summit nears end-game"

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If you take-away nothing else from our little blog take this: Climate negotiations are always and everywhere a monetary phenomena. Apologies...
Tuesday, November 19, 2024

Chief AI Scientist at Meta, Yann LeCun: "I don't wanna say "I told you so", but I told you so."

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Via Threads, November 13: yannlecun 6d 6 days ago I don't wanna say "I told you so", but I told you so. Quote: "Ilya Sut...

"Analysts update Nvidia stock price target ahead of earnings"

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As has been the case for the last couple years, the reported quarter will be important but the guidance for the next report will be much mor...

THIS Is THE Guy You Want In Charge Of Civil Defense

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Holy Moly, he looks like he got up from the crypt to deliver his message: Swedish Civil Defence minister Carl-Oskar Bohlin presents 'If ...

"Fed Rate Cuts to Spur $2 Trillion Money-Fund Exit, Apollo’s Slok Says"

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From Bloomberg via Yahoo Finance, November 19: The steady stampede into money-market funds is likely to reverse as the Federal Reserve keep...

"The German army takes steps toward economic militarization"

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 Three things up front: 1) The Ukraine/NATO/Russia situation is accelerating and is starting to get a real July 1914 vibe to it. 2) Turkey h...