Wednesday, February 27, 2019

China's Plan For Global Media Dominance

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That was the original headline for this December 2018 piece at The Guardian. https://www.theguardian.com/news/2018/dec/07/china-plan-for-g...

NY Fed EVP: "Models Only Get You So Far" (now with more Superforecasting)

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From the Federal Reserve Bank of New York: February 22, 2019  Models Only Get You So Far Simon Potter , Executive Vice President Re...

Elon Musk Apologises for Calling Man Who Criticised his Middle East Peace Solution Machine a “Fucking Cocksucker Nazi”

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That headline is f ā ke ™ news from the Pan-Arabia Enquirer . This, even more bizarre Elon story, from FT Alphaville is true: Meanwhile,...

Elaine: What We Need Is Communism That Scales

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Elaine Ou had been away for a while but now has three blog posts in the month of February. Here's one of them. From Elaine's Idle M...

"First (standalone 144A) terrorism risk cat bond oversubscribed"

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From Artemis: Pool Re, the UK government-backed mutual terrorism reinsurance facility, has now successfully completed the issuance of its...
Tuesday, February 26, 2019

Shipping: China's Iron Ore Inventory Is Getting Large x Large

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From World Maritime News: Drewry: Iron Ore Inventories Threaten Capesize Demand Demand for Capesizes is being threatened by high iron ore...

"16 Tankers Are Stuck With 8.36 Million Barrels Of Crude That Nobody Wants"

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Last week it was " 12 empty Supertankers... " sailing around without cargoes and this week there are 16 tankers with a half-billio...

"Top-Rated Chipmaker Xilinx Gets Big Price-Target Hike On 5G Prospects" (XLNX; NVDA)

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Although the stock is more extended than NVIDIA was at a similar stage of development, XLNX is clearly the new "It Girl" of the ch...

"The Anticompetitive Effects of Low Interest Rates"

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From ProMarket: A new study argues that declining interest rates are in fact the cause of the recent decline in competition. Corporate p...

Summon the Demon: How AI Will Go Out Of Control According To 52 Experts

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From CB Insights: 'Summoning the demon.' 'The new tools of our oppression.' 'Children playing with a bomb.' These...

Remember Just Mayo? They Rebranded to Just and Raised Another $200 Million

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Mr. Tetrick is one tech bro I would not trust with anything. And what's with all the rebranding going on? Snapchat becomes Snap, WeWork...

"How an AI ‘Motherbrain’ helps venture capitalists pick investments"

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From Tiernan Ray at ZD Net: Swedish VC firm EQT Ventures, a division of the larger private equity firm of the same name, uses a neural ne...

Pray for FT Alphaville's Bryce Elder

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The Markets Live ringmaster has proven himself psychologically resilient in the face of the market's bi-polar swings. He has suffered th...

Capital Markets Generally Mournful and Reflective, Equities Fall Like Cherry Blossoms In Gentle Spring Rain

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From Marc to Market: Brexit Dilution Lifts Sterling, while Yesterday's Equity Rally Fades, Powell Awaited Overview : The increased ...
Monday, February 25, 2019

S&P 500 Chartology: Well Here We Are Again

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S&P 500 index 2,809.89 up 17.22 (+0.62%) As StockCats said: "if you compare the current environment to the South Sea Bu...

Société Générale's Albert Edwards Is Worried

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And not just the usual worries either. "...most surprising was the pungent smell of skunk  that pervaded the streets almost everyw...

Guess Who's No Longer In a Drought?

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California!!! Six days ago the Los Angeles Times headline was " 18 trillion gallons of rain in California in February — and more on t...

Chartology: Canola Oil

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Not quite sure what to make of this: FinViz Here's  the one year chart

The World’s Largest Battery To Power The Permian

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Following up on Saturday's " Electricity: Here Come The Big Batteries ". From OilPrice: Borden County, Texas, is set to be...

Creighton U's Rural Mainstreet Index Falls for February: Almost Two-Thirds of Banks Raised Farm Loan Collateral Requirements

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From Creighton's Heider College of Business, Feb. 21: February Survey Results at a Glance: Overall index remains above growth neu...