Thursday, January 22, 2026

Exposed By Elon Musk's Lawsuit: "The Microsoft-OpenAI Files: Internal documents reveal the realities of AI’s defining alliance"

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From Seattle's own, GeekWire (also serving Redmond), January 20:  The launch of the AI lab that would redefine Microsoft caught the tech...

"Intel slumps after Q1 guidance disappoints" (INTC)

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It so so hard to execute a turnaround after a company has lost as much of its life-force as Intel has.  Former Wall Street Journal-ist Matt ...

"AI power and infrastructure needs boomed in 2025. At Davos, the AI story for 2026 remains the same."

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From Yahoo Finance, January 22: The AI boom triggered a surge in energy demand and infrastructure development throughout 2025. Global leade...

BEA: "Gross Domestic Product, 3rd Quarter 2025 (Updated Estimate) [+4.4%], GDP by Industry, and Corporate Profits (Revised)"

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The flash (initial) estimate for Q3 2025 was  4.3 percent, released December 23, 2025 .  From the Bureau of Economic Analysis, January 22: ...

"AI Boom Shifts the Mix of GE Vernova’s Customers, CEO Says" (GEV)

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From Bloomberg, January 21: The boom in data-center development is changing the customer mix significantly for GE Vernova Inc., a key suppli...

Institutional Investor Comments On Physical A.I. In 2026

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Their December 2024 look-ahead was titled " Outlook for 2025: It’s All About AI ". From  Institutional Investor, January 21, 2026:...
Wednesday, January 21, 2026

"Elon Musk says production for Cybercab robotaxi and Optimus robot will initially be 'agonizingly slow'" (TSLA)

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From Business Insider, January 21: Elon Musk is bracing for another round of production challenges. The billionaire said the production ram...

Atlanta Fed Latest Estimated GDP: 5.4% Annualized Growth For Q4

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From the Federal Reserve Bank of Atlanta, January 21: Latest estimate: 5.4 percent — January 21, 2026 The GDPNow model estimate for rea...

Apocalyptic Risk: "Taiwan chip dominance 'biggest threat to world economy,' says US Treasury chief"

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It is certainly something we, and more importantly American geostrategists, have thought about.  From Turkey's state-run Andalou Agency:...

Property/Casualty Insurer Lemonade Says It Has Evidence Tesla Full-Self-Driving Reduces Accidents (TSLA; LMND)

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And is willing to bet on it.  From Reuters, January 21: Lemonade to halve Tesla insurance rates for miles driven with software assistant  Lo...

"Quants, lawsuits and politics: Inside London’s ‘super-secretive’ trading firms"

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From Financial News London, January 18: Three elite City trading shops that shun the limelight are becoming increasingly visible players in ...

Rare Earths: "Australia's Lynas reports Q2 revenue surge on higher prices" (LYC.ax)

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Our preference among the Western mines due to the heavy rare earth resource/reserves. From Nikkei Asia, January 21:  Growing demand for non-...

Capital Markets: "Eerie and Nervous Calm...."

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"It's quiet, a little too quiet".  — The Lucky Texan     From Marc Chandler at Bannockburn Global Forex: There are many moving...
Tuesday, January 20, 2026

Reprise: "Aaaagh...Forgot To Post Sir Mix-a-Lot On Volatility"

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The 2017 variation : As an accompaniment to the post immediately below, "VIX Surge Is Unwelcome Lesson in Duplicity of Volatility Wager...

"North America's first lithium refinery built and completed in Texas" (TSLA)

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From The Center Square - Texas, January 20: Texas leading in sustainability, job creation, headquarters relocations  The first battery-grade...

It Appears The Province Of Alberta Is Preparing To Quit The Canadian Union

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Every argument against Alberta independence collapses under basic facts. #AlbertaIndependence pic.twitter.com/1D8bSuN6sy — Rise Of Alberta ...

"Trump’s Trade Negotiator Says Response to Court Loss Would Be Immediate"

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I should hope so, they've had enough time to game out a bazillion permutations. From the New York Times, January 19:  If the Supreme Cou...

Rabobank on Greenland and the World: "1956 & 2026: bookends for Europe?"

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From Michael Every at RaboResearch, January 20: Market comment As our senior strategist Ben Picton underlined yesterday, the US has total es...

"The Power Elite in Greenland"

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Step 1: Determine who you wish to speak with...  From the British Journal of Sociology,  04 June 2025:   ABSTRACT   In this research note, w...

"What if the ruling class finally realized that this civilization is over?"

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From The Honest Sorcerer substack, June 15, 2025: The collapse of the Euro-Atlantic system into fascism and beyond   Politics is an integral...