Wednesday, April 16, 2025

"How Supreme Court Ruling Could Weaken Fed Independence, Shake Markets"

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From the Wall Street Journal, April 16: Justices are revisiting ‘Humphrey’s Executor,’ a decision barring presidents from firing certain fed...

"The Consequences of China’s New Rare Earths Export Restrictions" (LYC.ax; MP)

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From The Center for Strategic & International Studies, April 14: On April 4, China’s Ministry of Commerce imposed export restrictions o...

Analysts: "As Nvidia’s stock sinks on China setback, here’s Wall Street’s big question" (NVDA)

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In late pre-market action the stock is down $7.48 (-6.66%) at $103.72. From MarketWatch, April 16: Analysts are debating whether Nvidia can ...

"China Open to Talks If US Shows Respect, Names Point Person"

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From Bloomberg, April 16: China wants to see a number of steps from President Donald Trump’s administration before it will agree to trade t...

Capital Markets: "Short Reprieve is Over, Volatility is Back, and Dollar and Equities Slump"

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From Marc to Market: Overview:   The reprieve from the angst of the trade war lasted a couple of days but it has returned following Beijing...

"Honda denies reported plan to shift production from Canada, Mexico to US in response to Trump tariffs"

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Following up on April 15's Honda To Relocate Mexican, Canadian Production To U.S .  From the New York Post, April 15: Honda on Tuesday s...
Tuesday, April 15, 2025

Rabobank Does A World Tour Of Tariffs and Currencies And War And...

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....Birkin bags. As we've noted over the years: Rabobank gives Michael Every a lot of freedom in his choice of topics. From Rabobank via...

"Nvidia faces $5.5 billion charge as US restricts chip sales to China" (NVDA)

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That's a big charge, even for a cash-flowing, profit-making monster like NVDA. From Reuters, April 15: Nvidia on Tuesday said it would ...

The Big Get Bigger: "The trade war uncovers new economies of scale"

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From Yahoo Finance, April 15: It pays to be big. That's one early takeaway from the tariff drama. Investors momentarily poured back int...

Honda To Relocate Mexican, Canadian Production To U.S.

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From Reuters, April 15: Honda to make 90% of US sales locally by relocating Mexico, Canada production, Nikkei reports Honda to increase US p...

"India is first major market to erase losses from April 2 tariffs"

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From Bloomberg via Mumbai's Economic Times, April 15: Indian stocks rallied as trading resumed after a long weekend, with the benchmar...

Capital Markets: "Markets Consolidate, but Nervously So, Remaining One Social Media Post Away from Euphoria or Doom"

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From Marc Chandler at Bannockburn Global Forex: Overview: The postponement of US reciprocal tariffs, the "clarification" that pop...

"Banks cut China growth forecasts over tariffs, deflation"

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From Hong Kong's The Standard, April 15: Two investment banks cut their forecast about China’s economic growth by as many as 0.6 percen...

That Time An April 15th Earthquake In England Split The Tallest Building In The World From Top To Bottom

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A repost from 2018. The April 15, 1185 Earthquake That Split the Tallest Building In the World, Top to Bottom  Looks like a job for mediev...
Monday, April 14, 2025

How a Secretive Gambler Called ‘The Joker’ Took Down the Texas Lottery

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From the Wall Street Journal, April 12: A global team of gambling whizzes hatched a scheme to snag the jackpot; millions of tickets in 72 ho...

"China in bond sale deluge to help economy withstand surging US tariffs"

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From Singapore's Straits Times, April 14: BEIJING - China’s credit expanded more than expected in March as the government accelerated b...

"NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time" (NVDA)

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From Nvidia's blog, April 14: NVIDIA Blackwell chip production starts in Arizona — NVIDIA opens first US factories.   NVIDIA is working ...

More On Delisting Chinese Stocks On American Exchanges (plus bond market realityville)

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Following on " US plan to delist Chinese stocks may make Hong Kong great again as IPO hub, bankers say ". From the South China Mor...

Satellite-Inferred Global Temperature Anomaly Higher Again In March

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Eleven days late getting to this, in part due to pain aversion * induced by getting so close to our prop-bet target, only to have victory s...

MSC's Aponte Eclipses BlackRock in Li Ka-shing’s Port Deal

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From Bloomberg, April 14: Italian billionaire Gianluigi Aponte’s family-run business is emerging as the lead investor of a group seeking to ...
Sunday, April 13, 2025

"Brazil’s Ag Sector Plans for Export Boom as China Pivots Away from U.S."

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From Maritime Executive, April 11:  The re-ordering of global trade, escalated by the astronomical tariffs between the U.S and China, has l...

April 13, 1945: The Atrocity At Gardelegen

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An horrific mass murder perpetrated by German locals at the direction of the SS. From Wikipedia:  The Gardelegen massacre was a massacre per...

"Pharma CEOs alert President von der Leyen to risk of exodus to the US"

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From The European Federation of Pharmaceutical Industries and Associations, April 8: Today, CEOs of the research-based pharmaceutical indust...

Welcome To The Genius Factory...

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 From Toan Truong via Threadreader, March 30: This is Laszlo Polgar. He's the psychologist who turned his 3 daughters into ch...