by admin | Oct 12, 2026 | Top Ten
Catherine Gordon, UBS’s energy and resources expert, highlighted “AI Infrastructure Constraints Emerge As Next Leg Of The Trade” in a Friday note to clients. The theme closely aligns with our “Owning The Bottlenecks” note, which centered...
by admin | Oct 12, 2026 | Top Ten
Brussels has finally picked a rung on the “escalation ladder.” According to a document seen by Bloomberg, the EU will cap imports of Chinese hybrid vehicles at 350,000 cars per year, with the “safeguard measure” taking effect as soon as...
by admin | Oct 12, 2026 | Top Ten
The Navy is asking for $65.8 billion in shipbuilding funding for 2027 as Washington tries to close a production gap with China, whose shipyards turn out about 1,700 ships a year versus roughly five from American builders, according to a new report from Business...
by admin | Oct 12, 2026 | Top Ten
All-In Podcast hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg recently discussed the “socialism point of guaranteed return,” a troubling threshold at which economic deterioration drives voters to reject socialist policies and...
by admin | Oct 11, 2026 | Top Ten
Authored by Mollie Engelhart via The Epoch Times,At 9:40 at night, I walked out of the restaurant and looked down at my hands. They were stained with pigment – reds, pinks, and earthy browns worked into the cracks around my fingernails from making makeup.Tins of...
