Goldman Slashes Global PC Shipment Forecast As Memory Chip Crunch Derails Upgrade Cycle The global PC market is facing mounting pressure as a worsening memory-chip crunch, limited product availability, and consumers balking at higher prices threaten to deepen the downturn. These headwinds prompted Goldman analysts to “further trim” their PC shipment forecasts for this year and next. “We further trim our global PC shipment […]

Deflationary Money Hits Different: Losing Half Its Price And Winning Anyway Authored by Bryan Lutz, Contributor at The Sovereign Capitalist: The FUD is back, baby. Bitcoin is down nearly half from its 2025 high. And now, the obituaries are out of cold storage and back in heavy rotation. Sentiment surveys are scraping levels we haven’t seen since the 2022 crypto-winter, and the financial press has rediscovered its favorite genre: […]

House Defeats Bid To End Israel Aid While Senate Blocks US-Israel Intel Integration The U.S. House on Wednesday rejected an amendment by Rep. Thomas Massie (R-Ky.) that would have eliminated $3.3 billion in annual U.S. military aid to Israel, voting 314–104 to defeat the proposal. As Tom Gantert reports for The Epoch Times, the vote exposed divisions within the Democratic Party, with 103 Democrats joining Massie in support of […]

Headwinds And Tailwinds: Minding The Market Weather Authored by Michael Lebowitz via RealInvestmentAdvice.com, A sailor who fixates on the barometer will rarely leave port. A sailor who never checks it will eventually get caught in a storm. It’s easy for most investors to fall into one of those two modes, either warning that headwinds are approaching and taking cover, or waving off every warning because AI spending is carrying […]

Trump Expected To Accuse China Of Helping Joe Biden Win 2020 Election President Donald Trump is expected to use a prime-time address Thursday night to discuss election integrity and potentially unveil ‘four sets’ of newly declassified intelligence concerning alleged foreign interference in recent U.S. elections, according to reports. MSNBC; Getty Images Trump is scheduled to address the nation at 9 p.m. ET tonight – only revealing […]

Global Investments In Nuclear Fusion Surge 69% To $4.5B Authored by Alex Kimani via OilPrice.com, Private investment in nuclear fusion reached a record $4.48 billion in 2025. Most fusion firms are targeting commercialization in the 2030s. Major tech companies are backing fusion developers, with Microsoft signing a binding power purchase agreement with Helion, while Google, Nvidia, and other investors are funding […]

“Fatal Cancer On Civilization”: Trump’s War On Marxism Enters Action Phase As Rubio, Miller And Bessent Address 65 Nations Summary:  Bessent Describes Action Phase Against Marxist NGOs Underway & Foreign Subversion Networks Rubio, Miller, Bessent Address Rise Of Far-Left Terrorism To Delegations From 65 Countries  Trump Team Declares War On Radical Left Groups  Rubio, Miller, Bessent Address Delegations From 65 […]

Senate Unanimously Votes That Sam Bankman-Fried Should Never Get A Pardon Authored by Micah Zimmerman via BitcoinMagazine.com, The Senate passed a resolution on Wednesday stating that Sam Bankman-Fried should “under no circumstances” receive executive clemency, a rebuke of the FTX founder’s request that President Donald Trump commute or pardon his sentence. The measure, S. Res. 772, cleared by unanimous consent, a […]

1 In 30 Koreans Margin-Called As Kospi Crashes, Regulator Suspends New Levered ETFs, Hikes Margins For the first time in over three years, South Korea’s central bank raised its policy interest rate by 0.25% points to 2.75%, inline with expectations, and kicking off a monetary tightening cycle aimed at containing inflationary pressures spurred by the AI-driven semiconductor boom. It also helped spark a fresh rout in Korean stocks […]

US Slaps Brazil With 25% Tariffs After Rubio Says Socialist Leader “Failed To Negotiate In Good Faith” US Secretary of State Marco Rubio revealed on X late Wednesday night that the Office of the United States Trade Representative (USTR) is set to impose a 25% tariff on “most Brazilian imports.” “Let there be no confusion about why: President Lula and his government have not negotiated with the US in good faith,” Rubio said. He […]

Das: Déjà Vu All Over Again! Are Stock Markets Repeating Dot.Com Mistakes? Authored by Satyajit Das via NewIndiaExpress.com, The sky-high valuations of space and AI firms today are similar to that of internet ventures before 2000. Herd instinct is leading promoters and investors, not financial and technological reality Burning cash rapidly, with large unfunded commitments, space and AI businesses are all dependent on uncertain […]

Vance Slams Israeli PR Campaign To Keep War Going ‘Indefinitely’, & Undermine Him In a new interview on the world’s largest podcast, Vice President JD Vance warned that “elements” of the Israeli government want to keep the Iran war going “indefinitely,” and were pursuing an aggressive campaign to manipulate US public opinion — going so far as to vilify Vance for his role in pursuing a diplomatic solution. In his nearly […]

Cracking Up And Joining Up By Michael Every of Rabobank Geopolitics is front and center, even in Argentina–England at the World Cup, where the contested Falklands/Malvinas, which could have oil reserves, saw jingoist 1980’s language. Yet it’s Hormuz, where 1980’s-style tanker wars are underway, that’s the penalty spot. The US is striking Iran again night and day, as Tehran warns of an “existential war”. Reports have […]

Iran Warns US Of ‘Infrastructure For Infrastructure’ War, Will Control Hormuz As ‘Unbreakable Red Line’ Since the prior day’s handover of American detainee Dena Karari back to the US, which President Trump said he “appreciated” as a rare “gesture of goodwill” from Iran, Washington’s bombs over the Islamic Republic appear to have ceased or slowed, for now at least. But that doesn’t mean Iran’s retaliatory missiles and drones on […]

‘Slow Hire, No Fire’ Economy Confirmed As Jobless Claims Drop Near Record Lows The number of Americans filing for unemployment benefits for the first time dropped to just 208k last week – back near its lowest level on record… …and still showing no signs of stress in the US Labor market. Continuing jobless claims also fell last week to 1.805 million Americans… And all of this positive labor market (no fire) news comes as […]

Despite Slumping Sentiment & Lower Gas Prices, The American Consumer Is Still Spending Strongly While headline spend at gas stations is expected to decline (due to tumbling pump prices), BofA’s almost omniscient analysts forecast a stronger than consensus print for today’s US Retail Sales data. After a big jump in May (revised up), June’s Headline retail sales rose 0.2% MoM (as expected), with sales up 6.7% YoY (down […]

Futures Slide After Another Korea Rout, TSMA Results Revive AI Fears Futures are lower, erasing much of yesterday’s gain with both Nasdaq and Rusell lagging SPX, following a continued rollercoaster in Korea where stocks tumbled after the BOK hired rates for the first time in 3 years. As of 8:15am ET, S&P futures dropped 0.3%, while Nasdaq 100 contracts dropped 0.8%. In premarket trading, semis are weaker again while Mag7 is […]

The Big Pharma Psychedelic Buyout Spree Has Begun Submitted by QTR’s Fringe Finance Massive validation for psychedelics…not as drugs, but as investments could be moments away. Just months after I argued for the millionth time that psychedelic drug developers were likely to become acquisition targets as the sector gained legitimacy, it looks like the first major domino may finally be falling. According to a Bloomberg report […]

New Poll Shows American Voters Overwhelmingly Reject Communism, Dealing A Blow To DSA The Democratic Socialists of America are intensifying their consolidation of power within the Democratic Party, winning low-turnout local elections as establishment Democrats struggle to contain the spread of socialism and Marxism within their DEI kingdom. DSA leaders and politicians have openly embraced anti-American rhetoric centered on […]

UBS: TSMC’s ‘Surprise CapEx Hike’ Reinforces Confidence In AI Supply Chain TSMC, or Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker, raised its 2026 spending and revenue outlook on Thursday morning, a move UBS analysts said “boosts confidence in the AI supply chain.” TSMC manufactures chips designed by companies such as Nvidia, Apple, AMD, Qualcomm and Broadcom. It is a major supplier of Nvidia chips […]

Ukraine Intensifies Attacks On Russian Tankers In The Black Sea By Charles Kennedy of OilPrice.com After striking 116 vessels linked to Russia’s shadow fleet in the Sea of Azov in recent weeks, Ukraine’s military is turning its sights on ships in the Black Sea, hitting in drone attacks as many as 20 vessels overnight on Wednesday. Ukrainian forces struck 17 Russia-linked oil tankers, 2 gas carriers, and one tugboat early on […]

G7 Partners Have Low Confidence In President Trump Confidence in U.S. leadership has fluctuated significantly over the past two decades, closely tracking changes in the occupant of the White House. As Statista’s Felix Richter shows in the following chart, based on data from past and present editions of Pew’s Global Attitudes Survey shows, confidence in President Donald Trump among key U.S. allies has mostly been low, […]

Trump: Iran Has Freed Detained American Woman In ‘Goodwill’ Gesture, After Days Of Bombing Summary Detained American woman freed by Iran; Trump: “appreciates this gesture of Goodwill by Iran!” Pentagon announces second wave of strikes later Wednesday, the after initial 90-minute attack to start the day. Trump threatens wider strikes unless Iran returns to talks – says attacks to ‘expand’ next week. Wednesday saw 5th strait day […]

Japan’s Landmark Vote Reclassifies Bitcoin And Crypto As Financial Assets Authored by Micah Zimmerman via The Epoch Times, Japan’s parliament passed an amendment on Wednesday that reclassifies cryptocurrency as a “financial asset,” a shift that pulls bitcoin and other digital assets out of the country’s payments regime and into the framework that governs stocks, bonds, and investment trusts, according to a report from […]

Baltic Leaders Claim Moscow Eyeing Wave Of Infrastructure Attacks In Europe NATO’s ‘eastern flank’ members are at it again, seeking to hype an imminent Russian threat which they now say will target their critical infrastructure.  The presidents of Poland, Lithuanian and Latvia have joined together and issued a dire warning over an impending plot on Wednesday, citing intelligence reports. “We are talking about energy and transport […]