tag:blogger.com,1999:blog-64425143213581190042026-05-14T04:22:45.558-07:00Climateer Investing<i>In war, everything not censored is a lie.</i>climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comBlogger52786125tag:blogger.com,1999:blog-6442514321358119004.post-77881938246722526472026-05-14T04:19:41.895-07:002026-05-14T04:22:45.558-07:00Wharton: "AI’s Supply Chain Problem""Spät kommt Ihr - doch Ihr kommt!" (“Late you come, but still you come!”) —German polymath* Friedrich von Schiller in “Die Piccolomini”, part II of his Wallenstein trilogy. From Knowledge@Wharton May 12: The scarcest resource in AI isn’t chips or talent — it’s grid capacity, writes Wharton’s Santiago Gallino. In December, the nation’s largest grid operator,&climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-64320776898302957262026-05-14T03:15:38.028-07:002026-05-14T03:31:19.950-07:00"Ford Goes Full Tesla—Again" (F; TSLA)From Barron's, May 11/12:Ford Motor is starting up a new business that Tesla pioneered: Energy Storage. Monday, Ford introduced Ford
Energy,” which will deliver “United States-assembled battery energy
storage systems for utilities, data centers, and large industrial and
commercial customers in the United States.”The
same lithium-ion batteries that power EVs can also be used to climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-55920077739131301912026-05-14T02:51:55.270-07:002026-05-14T02:51:55.286-07:00"President Donald Trump and Chinese President Xi Jinping have agreed that the Strait of Hormuz “must remain open” and that Iran can never have nuclear weapons."Lifted in toto from the Korean Broadcasting System, May 14:White House: Trump, Xi Agree Strait of Hormuz ‘Must Remain Open’ The White House says U.S. President Donald Trump and Chinese President
Xi Jinping have agreed that the Strait of Hormuz “must remain open” and
that Iran can never have nuclear weapons.
According to the official White House summary of Thursday’s bilateral
summit in climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-71613601055487908392026-05-13T19:31:29.414-07:002026-05-13T19:53:44.703-07:00"SoftBank profit more than triples to $12 billion on OpenAI stake gains"From Reuters, May 12/13: Vision Fund booked 3.1 trillion yen quarterly gainOpenAI investment gain totals $45 billionSoftBank says FY profit is highest in Japan corporate historySon is an enthusiastic supporter of OpenAIBacking is raising concerns about financing pressures Technology investor SoftBank Group (9984.T) reported on Wednesday that its net profit more than tripled to 1.83 climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-23192388052936534752026-05-13T13:25:36.921-07:002026-05-13T13:37:48.101-07:00CIA Response To Whistleblower Claim Of Covid Origin CoverupFrom Fox Congressional reporting hotshot* Bill Melugin:BREAKING: CIA statement to @FoxNews on the active CIA employee testifying in the Senate Homeland Security Committee this AM on the origins of the COVID-19 pandemic & a possible government coverup. “The Committee acted in bad faith by subpoenaing an Agency officer for testimony…— Bill Melugin (@BillMelugin_) May 13, 2026Continues: &climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-70562341009475575812026-05-13T11:17:21.086-07:002026-05-13T11:17:21.106-07:00"Producer Price Inflation Explodes as the Services PPI Blows Out on Top of the Energy Price Spike "From Wolf Street May 13:This is a massive amount of inflation that companies are passing on to each other through much of the economy. The Producer Price Index final demand (PPI), which tracks inflation
in prices that companies pay each other, spiked by 1.38% in April from
March (+17.8% annualized), seasonally adjusted, the worst since the
historic one-month spike in March 2022, driven byclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-84324388877528999332026-05-13T10:23:05.032-07:002026-05-13T10:23:05.123-07:00High Speed Rail: "Florida’s Ailing $6 Billion Rail Line Has Debt Vultures Circling"From Bloomberg, May 11:It’s
becoming clearer by the day that Brightline, the struggling Florida
private railroad, is shaping up to rank among the biggest municipal-bond
restructurings ever, alongside the likes of Puerto Rico and Detroit.But that’s where any clarity around the future of billionaire Wes Edens’ $6 billion passion project ends.The Fortress Investment Group-backed railroad’s climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-45493856883962519732026-05-13T09:48:13.346-07:002026-05-13T09:55:31.491-07:00Cameco Earnings call transcript, Q1 2026 - May 5. 2026 (CCJ)Largest publicly held uranium miner, 49% owner of Westinghouse (nuke plants) bridge to flagship mine washed out, stock up 127% over the last year. $115.60 last. TradingView From Investing.com, May 12: Cameco Corporation reported its financial results for the first
quarter of 2026, surpassing earnings per share (EPS) expectations with
an actual EPS of $0.3377 compared to the climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-32813577048967226172026-05-13T05:35:22.758-07:002026-05-13T05:35:22.773-07:00Inflation: Producer Price Index UP "PPI for final demand advances 1.4% in April; services rise 1.2%, goods increase 2.0% " From the Bureau of Labor Statistics, May 13:PRODUCER PRICE INDEXES - APRIL 2026The Producer Price Index for final demand increased 1.4 percent in April, seasonally adjusted, the U.S. Bureau of Labor Statistics reported today. Final demand prices advanced 0.7 percent in March and 0.6 percent in February. (See table A.) The April increase is the largest advance since rising 1.7 percent in climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-41458455725934381482026-05-13T04:36:49.952-07:002026-05-13T04:36:49.962-07:00Capital Markets: "The Euro and Sterling are Threatening to Break Lower, while a Record Current Account Surplus Does not Prevent the Yen from Challenging Intervention Levels"From Marc Chandler at Bannockburn Global Forex:The lack of progress in re-opening the Strait of Hormuz has not prevented oil prices from stabilizing or risk-appetites improving today. Equities and bonds are trading with a firmer bias. The Trump-Xi meeting tomorrow is key talking point today. Ahead of it, the PBOC set the dollar’s reference rate at a new three-year low. US Treasury Secretary climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-32161439298860035812026-05-13T04:28:20.922-07:002026-05-13T04:28:20.937-07:00BYD On Automobile Manufacturers: ‘Not all will survive’From MoneyWise, April 30:Executives at the world's biggest electric vehicle brand have
confirmed the existential fears of their counterparts at Toyota, Honda
and other U.S. automakers: that amid such a frenzy of global
competition, some manufacturers will inevitably fall by the wayside. And
the present trajectory doesn't exactly bode well for homegrown legacy
names.As the Beijing Auto Show climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-82691733658089625102026-05-13T00:30:40.786-07:002026-05-13T00:30:40.800-07:00"What makes a winning bet in agtech? PitchBook crunches the numbers"A superb overview from/via AgFunderNews, April 30: Firms in animal health, crop inputs & enhancements, and precision ag software, are "generating the strongest risk-adjusted outcomes," says PitchbookAs EcoTech Capital MD Adam Bergman recently noted,
a lack of exits has created a “vicious cycle” in agtech: limited
investable capital as existing funds hit the end of their life and
climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-36155857508875617192026-05-13T00:13:50.111-07:002026-05-13T06:01:10.525-07:00"I Have My Doubts about NATO's Survival" Former German Foreign Minister Joschka FischerFischer was an interesting guy. Kind of a wild child when he was younger, a literal political street fighter, sort of a Sturmabteilung-type but gussied up in grün. In his day he was probably the most popular politician in Germany.From Der Spiegel, April 28: Joschka Fischer, born in 1948, was a key figure in the rise and success of the Green Party from the 1980s onward. From 1998 to 2005climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-23660684652610196342026-05-12T22:59:00.728-07:002026-05-12T22:59:00.739-07:00"Is your Porsche Taycan too slow at the Nürburgring? You need this Manthey Kit.From Ars Technica, May 7:Nordschleife-specialist Manthey has developed an upgrade package for the Porsche EV. Porsche is known for building cars that really are extremely good
right out of the box. Yes, they tend to be more expensive than the other
German luxury car brands, particularly once the option list comes out.
But it doesn’t take very long behind the wheel before the driving
climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-58751852352758439552026-05-12T22:36:00.006-07:002026-05-12T22:36:53.051-07:00"China-US trade talks kick off in Seoul ahead of high-profile leaders’ summit"From the South China Morning Post, May 13: Trade deals, export controls on critical minerals and the Iran war likely to be talking points as senior officials sit down for negotiations Senior officials from China and the United States have started a new round of trade talks in Seoul, South Korea, hours ahead of US President Donald Trump’s scheduled arrival in Beijing.The
delegations – climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-18872505083380222762026-05-12T12:47:00.017-07:002026-05-12T12:53:00.122-07:00"AI Is Starting to Build Better AI"Not there yet but some very smart people think it's close.From IEEE Spectrum, May 7: Recursive self-improvement is emerging, but humans are still in the loopThe field of artificial intelligence was built on the premise that machines might someday improve themselves. In 1966, the English mathematician I. J. Good wrote
that “an ultraintelligent machine could design even better machines;
climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-89062223262730377462026-05-12T12:04:00.003-07:002026-05-12T12:04:45.544-07:00"Mystery of sunken Russian ‘ghost ship’ grows after explosions reported while carrying alleged nuclear reactors to North Korea"From the New York Post, May 12:The mystery of how a Russian cargo ship sank deepened after it was
revealed that the vessel suffered multiple explosions while allegedly
carrying two nuclear reactors believed to be bound for North Korea, according to a new report.
The prevailing theory suggests that the West might have been involved
in the incident that saw the Ursa Major sink 60 miles off climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-66429910101116987942026-05-12T11:41:00.009-07:002026-05-12T11:44:23.500-07:00"US Power Prices Climb 61% Faster Than Inflation as Demand Surges"Lifted in toto from Bloomberg, May 12:Consumer
prices climbed last month by the most in three years, but prices for
electricity surged even more, highlighting an intensifying battle
between utilities, consumers and power grids. Electricity
prices jumped 6.1% last month compared to a year earlier, according to
Bureau of Labor Statistics data published on Tuesday. That’s well above
the climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-17192878024518566872026-05-12T05:38:00.002-07:002026-05-12T05:38:09.927-07:00Inflation: "CPI for all items rises 0.6% in April; shelter and gasoline up "From the Bureau of Labor Statistics, May 12:CONSUMER PRICE INDEX - APRIL 2026The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.6 percent on a seasonally adjusted basis in April, after rising 0.9 percent in March, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.8 percent before seasonal adjustment.The index for energy climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-39082482852014886182026-05-12T05:06:00.004-07:002026-05-12T05:23:52.413-07:00So A Sea Captain And A Cambridge Don Came To The Same Realization: "The Hormuz Hypothesis"This is old news but I thought I should mention some of what's been guiding our thinking on events over the last 2 1/2 months.First up, Cambridge Uni. Professor of Political Economy Helen Thompson at MarketWatch, April 11:What if Trump actually wanted this Hormuz outcome all along?Cambridge professor Helen Thompson says the consistent ‘thread’ through the second Trump administration has climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-8555349929899935532026-05-12T04:07:00.006-07:002026-05-12T04:07:44.187-07:00Capital Markets: "Ceasefire is on "Life Support": Saps Risk Appetites, Buoys the Greenback"From Marc to Market:The uncertainty about the US-Iran fragile ceasefire, which President Trump has said is on “life support” is weighing on risk-taking appetites today. Brent and WTI are up over $3 and bonds and stocks have been sold. The US dollar is firmer against the G10 currencies but the Norwegian krone. Most emerging market currencies are lower. Ahead of the Xi-Trump meeting later this weekclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-78714187568848966352026-05-11T08:15:00.003-07:002026-05-11T08:15:51.739-07:00News You Can Use: "Want to track the apocalypse? One theory: Follow the billionaires’ jets"From the Washington Post, May 9:An artist made a warning system to notify you if the ultra-rich flee city centers en masse. They
have endless amounts of money. Sophisticated bunkers. Private jets.
Might the oligarchs of the world know — or be warned — in advance of a
nuclear apocalypse?So
goes the theory underpinning the newest project from Los Angeles artist
and coder Kyle McDonald, climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-40337003245512269502026-05-11T07:01:00.009-07:002026-05-11T11:37:35.026-07:00New York's Mayor Mamdani And The Curley EffectFollowing on the post immediately below, "Fun Fact: "New York City spends more per homeless person than the median NYC household earns. $81,705 per person in FY2025" a bit of scholarship from the National Bureau of Economic Research:James Michael Curley, a four-time mayor of Boston, used wasteful
redistribution to his poor Irish constituents and incendiary rhetoric to
encourage richer citizens climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-9488253731993312632026-05-11T06:24:00.002-07:002026-05-11T06:24:32.132-07:00 Fun Fact: "New York City spends more per homeless person than the median NYC household earns. $81,705 per person in FY2025"From Newsweek March 16:NYC Spends as Much Per Homeless Person as Median IncomeA new report from the New
York State Comptroller Office reveals New York City spent roughly as
much per homeless person as the city’s median household income last fiscal year.Newsweek reached out to comptroller's office and New York City Mayor Zohran Mamdani's office for comment on Monday afternoon via email.Why climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-35007029117457355392026-05-11T05:21:00.006-07:002026-05-11T05:48:36.455-07:00Chips: MORE Cerebras IPO StuffFollowing on May 9's "AI Chipmaker Cerebras Is Said to Plan Raising IPO Price Range".From Techi:Cerebras
is no longer a vague "maybe IPO" story. As of May 6, 2026, the AI-chip
company has a live roadshow, a fresh SEC filing, a proposed Nasdaq
ticker and a real price range for public investors to evaluate.The clean headline is this: Cerebras filed an amended S-1 on May 4, 2026 to sell 28 climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.com