Thursday, July 29, 2021

"Anti-Money Laundering, Know Your Customer and the End of Offshore Crypto"

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 Christopher Whalen at The Institutional Risk Analyst, July 27: Back in January, we published a comment (“ A Tale of Two Frauds: Bitcoin ...

That Time FT Alphaville Marked The Top In The NFT Market

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Not hearing much about NFT's are we? Alphaville killed 'em. As we approach the four month anniversary of the April 1 enthusiasm peak...

"Nikola Founder Trevor Milton Charged With Lying to Investors " (NKLA)

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 Ya think? From the Wall Street Journal: Federal prosecutors say alleged scheme targeted individual investors Trevor ...

"China extends zinc reserves sales, copper and aluminium auctions complete"

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 From Reuters via Nasdaq, July 29, 7:40AM EDT: China will extend the bidding hours for zinc reserves sales that were affected by an earlie...

Big If True: "Higher Levels of Omega-3 in the Blood Increase Life Expectancy by Almost Five Years"

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I got interested in the Omega-3's after reading some of the early research on the reduction in post-partum depression in mothers. The TL...

VaaS: It Appears We Have Entered The Vaccine-as-a-Service Phase of Marketing (PFE)

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 Well, I suppose since every other business is trying to create those recurring revenue streams... JUST IN: Pfizer has shared new data that...
Wednesday, July 28, 2021

Morgan Stanley Expects European Earnings Growth To Double That In The U.S. (plus Thaler and Chandler)

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 From The Market.ch, July 6: «In Europe, earnings growth is expected to be twice as high as in the US» Graham Secker, Head of Equity Strate...

Supply chain 'stretched' for cardboard boxes, wood pallets: Thomas

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From Supply Chain Dive, July 20: Dive Brief: Cardboard boxes and wood pallets saw heightened demand in Q2, according to Thomas, as buyers ...

"Next stop, hydrogen? The future of train fuels"

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From Railway Technology, July 15: Climate change and emissions reduction are topics high on the agenda for the rail industry. As companies ...

Take Your Cisgendered, Heteronormative, Melanin-deprived, Patriarchal Fish Names and Shove 'Em

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 From PhysOrg, July 27: Study calls for end to 'rough fish' pejorative and the paradigm that created it From art to religion to land...

"Pfizer sells $7.8 billion in Covid shots in the Q2, raises 2021 guidance on vaccine sales" (PFE)

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I'm in the wrong business. From CNBC: Pfizer said it sold $7.8 billion in Covid-19 shots in the second quarter. It also raised its 2021 ...

Meahwhile, In Chicago....

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From CWB Chicago: West Loop man was shot when gang members opened fire on rivals who were robbing him In a bizarre, only-in-Chicago twist, C...

"What Tesla’s bet on iron-based batteries means for manufacturers" (TSLA)

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Although we are loathe to relay every chemical or manufacturing 'breakthrough' (having gone through the mid-aughts and a million pix...

The Convexity Maven Writes an Open Letter To The Fed

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Although I sometimes poke gentle fun at Mr. Bassman for his proprietary product creation and packaging during his time at Mother Merrill—rem...

Russia Considering North - South Shipping Route To Bypass Suez Canal

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 From gCaptain, July 24: This week Russian President Vladimir Putin met with the country’s shipbuilding executives to review plans to priori...
Tuesday, July 27, 2021

"Resilient Grid Generates New Market Opportunities"

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The electriicity mavens at EE Times have been running a series on the grid that has some thought provoking commentary. From Electrical Engin...

"Cloud Computing’s Coming Energy Crisis" (AMZN; GOOG; MSFT: AAPL; FB)

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 From IEEE Spectrum, July 21: The cloud’s electricity needs are growing unsustainably How much of our computing now happens in the cloud? A ...

Chartology: Speaking of Ominous (RTY; IWM)

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Following on the dark clouds in the post immediately below we have one of the scarier chart formations to be found in the land of portents ...