Independent thinking for complex markets and current events
While the world is obsessed with AI GPUs, a massive rotation is happening in the “boring” sector of analog chips. via WSB: Nobody is talking about the ANALOG chip trade. Everyone’s chasing MU and INTC. Analog hasn’t moved just as much yet. Even if you cut Aschenbrenner’s “Situational Awareness” numbers in half, call it $1-2T annual AI …
Texas Instruments faces a grim reality as first-quarter results reveal a stark 16% revenue drop, extending a troubling trend over six consecutive quarters. Despite high hopes pinned on the AI boom and economic growth, the company grapples with persistent declines, prompting skepticism and scrutiny from analysts. Amidst growing concerns, the narrative shifts to confront uncomfortable …
This story is wild Colorado ranchers tampered with NOAA weather instruments to reduce reported rainfall in order to collect more federal drought relief money. But, then their co-conspirator escaped from prison … https://t.co/83hwmWDP0D — Ryan Maue (@RyanMaue) March 10, 2024 Two southeastern Colorado ranch owners were recently sentenced to pay $6.6 million to resolve federal …
– Ripple effects will impact U.S. institutional investors, pensions, municipalities, banks and more – US banks getting hit with a liquidity crisis that will only get worse https://www.cnn.com/2023/11/23/business/zhongzhi-enterprise-group-china-insolvent-hnk-intl/index.html https://fortune.com/2023/11/24/china-real-estate-zhongzhi-enterprise-group-shadow-bank-real-estate-crisis/ https://www.bloomberg.com/news/articles/2023-11-22/china-s-troubled-shadow-bank-zhongzhi-warns-of-insolvency#xj4y7vzkg h/t TerraForms
Assets in money market funds have hit a record $5.5 trillion. With yields above 5%, this trend should continue. pic.twitter.com/gpRrtgBjoL — Charlie Bilello (@charliebilello) August 3, 2023 Bear Stearns Collapse March 16, 2008Lehman Brothers Collapse September 15, 2008 Silicon Valley Bank Collapse March 10, 2023******************* Collapse September 15, 2023 🤫pic.twitter.com/kfdPWKxt1dhttps://t.co/qBMYgTkITR https://t.co/VqtC8XyGSu — Financelot (@FinanceLancelot) August …