Independent thinking for complex markets and current events
Supply chain problems are not just a glitch anymore. They are the new wall for all tech growth. Big companies cut 2026 targets from 4 million chips down to 3 million. Tech giants dump $690 billion into big investments. But small labs and researchers get nothing at all. This keep the power in the hands …
This is starting to look like a $JPY controlled demolition……… https://t.co/jMaIsMW39T pic.twitter.com/Q9oPhmqleO — JustDario 🏊♂️ (@DarioCpx) April 22, 2024 The situation becomes more serious when the Bank of Japan (BOJ) is forced to intervene, potentially unleashing disorderly currency trading and “flash crash” contagion across the “carry trade” universe. Major currency crisis dynamics will be at …
by David Haggith Photo by Micah Williams on Unsplash Wolf Richter is calling it a “bond bloodbath,” which he says is happening because delusions about the Fed’s fight with inflation are finally giving way. Reality struck home in the latest retail report that showed high increases in retail sales that were in good part due to high increases in …
👀 Col. Doug Macgregor Says Victoria Nuland Approved the Destruction of the Kakhovka Dam in Ukraine "The consensus appears to be that the Ukrainians did it and I'm told that it actually was approved, if you will, for demolition by Victoria Nuland."@Judgenap pic.twitter.com/zDNafDU0no — Chief Nerd (@TheChiefNerd) June 15, 2023 Victoria Jane Nuland also known …