Friday, May 27, 2022

OMG: Izabella Kaminska Has Become A One Woman Content Machine

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Here she is at UnHerd: Elon Musk isn’t Tony Stark — he’s Han Solo These two loveable rogues share a fondness for money-making stunts And he...

"Glencore says bribery days are over. Now it has to prove it" (GLEN.L)

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Two via Mining.com. First up, the headline story, May 26: Glencore Plc has closed the “cash desks” in London and Switzerland that once disp...

"Germany to Bring Back Coal [and oil!] Power Plants If Russia Cuts Gas"

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From Bloomberg via Yahoo Finance, May 24: Germany plans to bring back coal- and oil-fired power plants should Russia cut off natural gas sh...

"DARPA Wants a Better, Badder Caspian Sea Monster"

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From IEEE Spectrum, May 19: Arguably, the primary job of any military organization is moving enormous amounts of stuff from one place to ...

"Roman Abramovich Faces Probe After Moving Assets to an Island in the English Channel"

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From the Wall Street Journal, May 24: Jersey has tried to remake itself as an offshore haven where rule of law runs deeper than in others ...
Thursday, May 26, 2022

TIME Magazine Corrects An Earlier Report

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 From TIME's Twitter feed: Correction: Beto O’Rourke confronts Texas Gov. Abbott about gun control during Uvalde press conference https...

"A 'Lost Decade' Ahead For Markets?"

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A very smart analysis of expected future returns, decomposition of returns and the interplay of valuation and time frames. From RealInvestme...

"Ghostly 'mirror world' might be cause of cosmic controversy"

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Okay, we're getting into a weird place here. From PhysOrg, May 19: New research suggests an unseen "mirror world" of particles...

French Oil Major, Total, Puts Another $2.4 Billion Into Wind and Solar

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The protesters outside the annual general meeting were apparently unaware of this when they came close to rioting or decided the new, new th...

Artemis 2022 Hurricane Season Forecasts & Predictions

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A snippet from the current Artemis 2022 Hurricane Season page , May 26: ..... 2022 Hurricane Season Forecasts & Predictions These 2022 ...

Scheduling Alert: Cooper's Hill 2022

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 From SoGlos: Gloucestershire’s Cooper’s Hill has played host to the traditional Cheese Rolling event since the 1800s, with thousands of sp...
Wednesday, May 25, 2022

"Copper market needs more than China’s covid stimulus measures"

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 From Bloomberg via Mining.com, May 25: Copper prices in China have barely budged since the central bank cut interest rates and the governm...

"Extremely Tense" Beer Bottle Shortage Emerges Ahead Of Germany's Oktoberfest

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This is not good news, but the connection to Oktoberfest is a bit strained.* From ZeroHedge: The world's largest beer festival, "Ok...

The Era of Borderless Data Is Ending

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Good. Every time data is shared it increases the risk of nefarious actors gaining access. In fact, people, companies and governments that ha...

"Russia and Iran agreed to connect Shetab and Mir payment systems"

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This version of the story is via the Russia-Islamic World Group of Strategic Vision. I use them because, despite being new to me they appear...

Following-Up On Zoltan Pozsar's Thinking We See: "Is America the Real Victim of Anti-Russia Sanctions?"

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Mr. Pozsar's April 14 piece on Russia as a "'Global Systemically Important Bank' Of Commodities", linked in the post ...

Maybe We Should Just Declare War On Russia And Take Their Stuff: Zoltan Pozsar on Russia As A "Global Systemically Important Bank" Of Commodities

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None of the electorate in the NATO countries voted for another of these inconclusive, forever wars, so profitable for a select few and so co...

Natural Gas Market Is Hurtling Toward Historic Winter Shortages

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It's not just the current prices, * it's the fact there will not be enough natural gas to store for the northern hemisphere heating...

All Is Proceeding According To Plan: U.S. Natural Gas Futures Break Through $9.00

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Not my plan. You knew this was coming though, and here we are. Most active (July) futures up 0.382 (4.32%) to $9.218, off the day's high...

ESG Heresy Triggers Shock & Horror... And About Time!

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 From Bill Blain's Morning Porridge, May 23: HSBC is being pilloried for comments made by its’ ESG head, but what he said is worthy of ...