Latest: The Iran Deal
NS
On July 13, President Trump made it clear that the nuclear-related Pickaxe mountain facility is on the U.S. target list.
"Controlled burns + thinning + clearing debris would go a long way in preventing this from happening every summer."
"As with most AI names, the question is no longer the numbers but whether they’re good enough relative to positioning" - Rich Privorotsky
Premium
The stock is down almost 50% from its all time high exactly one year ago.
...actress calls Homer's The Odyssey sexist, but the ancient epic's women tell a far different story...
NS
The US Naval Academy (Annapolis) now prepares the future naval officers not only for artificial intelligence, hypersonic weapons and unmanned systems, but also for Stoic philosophy.
message has been conveyed to Iran's Houthi allies...
"...the question now is how far it can stretch."
Premium
New Jersey looking to follow up their moratorium repeal with new Westinghouse AP1000s...
...the question of “sound money” was never purely academic in nature but has always been of central importance for economic stability and social order...
...while hedge funds and risk parity have started adjusting, structural leverage in ETFs and margin accounts remains elevated and problematic for market stability...
Premium
City Council members focused on how to help the 208 drivers navigate a career change and how to make sure horses are not sold for meat...
"We now expect global PC shipments to be down -14%..."
The FUD is back, baby...
“The tide is changing. Americans want their tax dollars to be spent improving things here at home, not waging war and genocide.” - Massie.
A sailor who fixates on the barometer will rarely leave port. A sailor who never checks it will eventually get caught in a storm...
Most fusion firms are targeting commercialization in the 2030s...
"We are examining where tax-exempt status has been exploited ..."
Semiconductors have slipped into a technical correction, volatility has exploded and positioning remains crowded—but investors still aren't ready to call the top. The charts reveal a market caught between exhaustion and one last push higher.
Industrials have become an unexpected second-order AI winner, as data-center spending boosts demand for power and infrastructure. Despite rich valuations, positioning is at multi-year lows, raising the question of whether the recent pullback is a buying opportunity.
The AI story is becoming a financing story, as bond investors grow more cautious despite rising hyperscaler capex. If credit conditions keep tightening, the impact could extend well beyond the bond market into AI equities.
Semiconductor sentiment has flipped from euphoria to panic, with Dot-com-era volatility fueling fears that the AI trade is fading. Yet fundamentals remain strong—record cash flow, solid earnings and cheaper valuations suggest this looks more like a correction than the end of the cycle.
Paris did not burn. The streets stayed calm after France's victory, but investors have far less to celebrate as weak growth, rising bond yields and political uncertainty continue to weigh on the French outlook.
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