Wednesday, February 26, 2025

Ahead Of The Spring Riot Season: "Taser Maker Axon Enterprise's Stock Soars on Strong Earnings, Outlook"

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Although Axon specializes in less-than-lethal technology we will be keeping an eye on other members of the riot control/personal protection ...

Putin Is Planning A Return To The World Economy

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From Semafor, February 24: Analysis: Moscow’s Gulf dealmaker is trying to restore Russia’s economy  If there was any doubt that Russia is pr...

Insurance: "State Farm pegs LA wildfire loss at $7.6bn, with $212m retained after reinsurance"

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I would say the purchase of reinsurance looks quite prudent in hindsight. And makes State Farm's pitch for a 22% rate hike harder to jus...

First Solar Q4 2024 Earnings Call Transcript (FSLR)

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The stock is trading up $13.38 (+9.07%) on the forward guidance (the just reported earnings missed analyst estimates by $1.04) to $$160.84. ...

Cleveland Fed Inflation Nowcast, Updated February 25

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The January numbers will be released on February 28, the February results next month From the Federal Reserve Bank of Cleveland: Inflation, ...
Tuesday, February 25, 2025

"Uncover hidden mine shafts and more" With Your Own $100 Muon Detector

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From IEEE Spectrum, February 24: In the mid-1960s, the Nobel Prize–winning physicist Luis Alvarez had a wild idea. He proposed using muons ...

The Great Wall Of Debt: "China Needs $3 Trillion Local Debt Solution, Top Economist Says"

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That is such an enormous drag on the local economies. Think Chicago, cubed, or to the fourth. Eventually everything just grinds to a halt, s...

First Solar Misses on Earnings, Beats On Revenues Sees Good Things For 2025 (FSLR)

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From the company, February 25:  First Solar, Inc. Announces Fourth Quarter and Full Year 2024 Financial Results and 2025 Guidance  Net sales...

California Wildfires: "State Farm vs California showdown: Here are the huge stakes"

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From the San Francisco Chronicle, February 23: California’s home insurance market is running out of worst-case scenarios. But one threat s...

"Elon Musk spells danger for Accenture, McKinsey and their rivals"

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From The Economist, February 19: Why the American government could turn against consultants  It should be a management consultant’s dream. T...

"First Solar is Set to Post Q4 Earnings: What's in Store?" (FSLR)

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The last time we posted on FSLR some damn political pollster said Kamala Harris was going to take Iowa in the Presidential election, spurrin...

Sexpionage, Polar Bear Fur And Fugitive Salmon

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Three from the Barents Observer. First up, February 17: Fugitive salmon wanted After thousands of salmon escaped from a fish farm in norther...

A Timeline of Suspected Underwater Sabotage Incidents in the Baltic Sea

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From Reuters via gCaptain, February 21: The Baltic Sea region is on high alert after a string of power cable, telecom link and gas pipeline...
Monday, February 24, 2025

"Indonesia launches sovereign wealth fund to manage assets worth US$900 billion; initial budget to kickstart 20 ‘strategic projects’"

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Definitely interesting for those doing, or wishing to do, business in Indonesia. From Channel News Asia, February 24:  At the launch of the ...

"Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say" (NVDA)

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A Reuters exclusive from a few hours ago, Feb 24:  Alibaba, ByteDance, Tencent have boosted H20 purchases, sources say Smaller firms...

Robots—Morgan Stanley On "The Humanoid 100: Mapping the Humanoid Robot Value Chain"

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From MS, February 6: The physical embodiment of AI touches a $60tn TAM, global GDP, and the meaning of work. Morgan Stanley presents the ...

Trans, Vegan, Tech Savants Now Linked To Six Murders

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From the Los Angeles Times, February 23: VALLEJO, Calif. — As he prepared to give up the beloved pre-WWII-era ship he lived on in Half Moon ...

Capital Markets: "Greenback Trims Initial Losses: Reversal in the Making?"

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From Marc Chandler at Bannockburn Global Forex: Overview: With Japanese markets closed for a national holiday, the dollar was offered in ea...

"Microsoft cancels leases for AI data centres, analyst says"

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From Bloomberg via Malaysia's The Star, February 24: Microsoft Corp. has begun cancelling leases for a substantial amount of data centr...

Singapore's Olam Sells Remaining Stake in Agri Products Business to Saudi Arabia’s Salic

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Ah, virtual water. * From the Wall Street Journal, February 23: Olam will sell its entire 64.57% stake in Olam Agri in two tranches   Singa...