Friday, June 27, 2025

Your Mission: "place all major technological innovations in history on a timeline, together with the connections between them"

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So, a mashup of Diderot, he of the  Encyclopédie and James Burke who brought us Connections .* That's rather ambitious;  From Asterisk M...

High Performance Computing: "Europe’s First Exascale Supercomputer Powers Up" (plus the Top500 list of the world's fastest computers)

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This is the big leagues in computing and they are tackling the big questions: complex-chaotic systems and our old nemesis, turbulence . From...

"In the beginning, a large sunspot forms on a G-type main-sequence star in the Orion Arm of the Milky Way Galaxy..."

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From Noēma, June 24: ...Over time, it swells and impedes the circulation of plasma, trapping energy in a tangle of magnetic fields. And then...

"Trump plans executive orders to power AI growth in race with China" (PWR; GEV; CCJ)

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I think we're positioned correctly with the Quanta, GE Vernova, Cameco etc. But until sales, earnings, and cash flow catch up to the new...

Capital Markets: "Dollar Stabilizes after Yesterday's Shellacking but Finds Little Traction"

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From Marc to Market: Overview: The US dollar has steadied today after yesterday's shellacking that saw it fall to new multiyear lows ag...

"Uber in Talks With Its Founder, Travis Kalanick, to Fund Self-Driving Car Deal" UBER; PONY)

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"When there's no other dude in the car, the cost of taking an Uber anywhere becomes  cheaper than owning a vehicle. So the magic th...

"This is one helluva Jensen Huang halo effect..."

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A bit frothy, eh what? And as with so many things the sting is in the tail.*   From Sherwood News, June 26:  A tiny robotics company is more...
Thursday, June 26, 2025

"China's May industrial profits slip back into sharp decline"

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From Reuters via MSN, June 26/27: China's industrial profits swung back into sharp decline in May from a year earlier, as factory acti...

"China Is Still Choking Exports of Rare Earths Despite Pact With U.S."

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From the Wall Street Journal, June 26: Western companies are struggling to secure approvals for rare-earth imports from Chinese authorities,...

"Gas prices expected to surge across California next week"

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From CBS-8, San Diego, June 24/25: Multiple factors, including new state regulations, are expected to drive up gas prices in California star...

"Dinari granted first broker-dealer registration to offer tokenized stocks"

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From Reuters, June 26: Dinari is first tokenized equity platform to get US approval Coinbase, Kraken also exploring blockchain-based stocks ...

"BIS sees a tokenized future but stablecoins as unsound money"

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The easy riposte to the BIS would be a Mandy Rice-Davies "Well he would, wouldn't he" but there is more to their objection tha...

"UBS Upgrades Uranium Prices On "Repowering The US" Theme Gaining Steam"

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From ZeroHedge, June 25: For the third consecutive day, extreme heat across the eastern half of the U.S. has triggered power grid alerts and...

Inflation: Ahead of Tomorrow's BEA Personal Consumption Expenditures Price Index....

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...a look at the Cleveland Fed's Inflation Nowcast for May PCE: Inflation, month-over-month percent change  Month          CPI    Core C...

Is President Trump (or pals) Trading On Material Non-Public Information? (LMT)

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Another repost (and the last one for today) brought to mind by recent events. This was originally posted three days after the January 3, 20...

"Media That Focus on Scandals and Spread Fake News to Smear Politicians Risk Becoming Like People Who Have a Morbid Fascination with Excrement"-- Pope Francis

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Although Frankie has moved on, his words came to mind with the hubbub about some report on the extent of damage at Iran's Fordow nuclear...
Wednesday, June 25, 2025

"Top NYC office landlords SL Green and Vornado sink after surprise Mamdani win"

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The jokes have always moved fast in the finance world. Even back in the day when trades were consummated by telephone, after the "done ...

"Capitalisn’t: Why Cliff Asness Believes Markets Are Getting Dumber"

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From the University of Chicago's Booth School of Business' Capitalisn’t  podcast, June 19: Are financial markets becoming less effic...