tag:blogger.com,1999:blog-64425143213581190042026-11-10T03:54:12.712-08:00Climateer Investing<i>In war, everything not censored is a lie.</i>climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comBlogger53906125tag:blogger.com,1999:blog-6442514321358119004.post-88156878633739156762026-11-10T03:54:12.621-08:002026-11-10T03:54:12.712-08:00"SoftBank swings to $7 billion loss after U.S. data center hit and Intel share decline" (plus Anthropic IPO chatter and a little alliteration)The stock was up 13.88% in Tuesday's Tokyo Trade. From CNBC, November 10: SoftBank swung to a net loss of 1.12 trillion yen in the fiscal second quarter.The Japanese investment giant also recorded a $3.7 billion loss from changes in procurement plans for power generation equipment for AI data center projects in the U.S. SoftBank reported a fiscal second-quarter net loss of 1.12 climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-33265885122629508532026-11-09T15:53:11.002-08:002026-11-09T15:53:11.228-08:00Culper Research, May 2026: "We are short Nvidia" (NVDA)Via their Xitter feed:
2) $NVDA claims its China business went to "zero" after April 2025 U.S. trade restrictions. We believe that in reality, over 20% of Nvidia's FY 2026 compute revenues remained driven by China via illegal GPU diversion and Southeast Asian intermediaries. https://t.co/JrilMYRShF— Culper (@CulperResearch) May 13, 20264) Megaspeed's balance sheet exploded from $33M at year-end climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-64422321876917427532026-11-09T12:20:53.461-08:002026-11-09T12:20:53.559-08:00Another Mid-Term Miracle: "October inflation data is expected to be cooler, helped by steadying energy prices"From Yahoo Finance, November 9:October inflation data coming on Tuesday is expected to show that inflation cooled somewhat from September's elevated levels but remains sticky. Economists surveyed by Bloomberg expect the Consumer Price Index to rise 0.3% in October compared to a month earlier, a far slower pace than September's 0.6% gain. Core inflation, which strips out volatile food and climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-11822205734514275242026-11-09T06:36:35.552-08:002026-11-09T06:36:35.744-08:00"GE Vernova Lands [German] Wind Turbine Order With 20-Year Service Deal" (GEV)Beating out world # 1 manufacturer Goldwind, #2 Envision (both China), #5 Vestas (Denmark), #8 Siemens Gamesa and #9 Nordex (both Germany) for the contract.—Chinese Manufacturers Lead Global Wind Turbine Installations, BloombergNEF Report Shows, Bloomberg And from Benzinga, November 9:GE Vernova Inc. (NYSE:GEV) on Monday announced an agreement with Stadtwerke Heidenheim AG to manufacture andclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-56176133988987799492026-11-09T06:15:26.055-08:002026-11-09T06:15:26.146-08:00Without Natural Gas Backing-up the Wind Power, Life Would Be Nasty, British and ShortSorry about that, the quote is "brutish" not "British": "and the life of man, solitary, poor, nasty, brutish, and short".*From the Telegraph, November 9:Gas power stations on alert as wind power plummetsThe alert comes amid a drop in the UK’s renewable energy supplies Britain’s grid operator put power stations on alert to cover a potential shortfall in electricity amid low output climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-9993351999429773972026-11-09T05:48:08.971-08:002026-11-09T05:48:09.063-08:00"Upgrading power grids to accommodate renewable energy is a key issue at climate talks" (PWR; GEV)There's a lot more to our hyper-concentrated electrical mini-portfolio than just data centers. From the Associated Press via ABC (US) News, November 8: Outdated power grids around the world are a major hurdle in the transition from fossil fuels to renewable energy Outdated power grids are a major hurdle in the transition to renewable energy, since older systems often can't absorb climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-79439560547241491612026-11-09T04:20:45.011-08:002026-11-09T04:20:45.108-08:00"Nvidia CEO faces probe over affair with alleged Chinese spy — as Rubio memo warned about her months ago" (NVDA)Which, of course, raises the question: When did U.S. intelligence give him a defensive briefing?From the New York Post, November 8:WASHINGTON — She only loved him for his chips.
Nvidia boss Jensen Huang, whose company produces the world’s most cutting-edge AI chips, admitted to having an affair — after his $4.5 trillion company opened an investigation into his cozy relationship with a climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-27430971020455476672026-11-09T03:55:46.673-08:002026-11-09T03:55:46.768-08:00Capital Markets: Marc Chandler's "Week Ahead"From Marc to Market:Week Ahead: Fed's Focus on the "Accumulation of Information" Takes Thunder from CPINovember 07, 2026(Business travel will disrupt the commentary for the next ten days. It will resume November 18. Good luck, and thank you for your patience.)The dollar rose against all the G10 currencies last week except for the Swiss franc. The gains were concentrated against the climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-40583176422282501622026-11-09T03:20:47.008-08:002026-11-09T03:20:47.094-08:00"What is MegaSpeed? The Nvidia chip buyer in the spotlight after Jensen Haung’s affair" (NVDA)Three from CNBC. First up the headliner, November 9:Nvidia is investigating whether CEO Jensen Huang had an affair with a woman intelligence agencies belive is a Chinese spy.He has admitted to an affair, understood to be with an executive at Singapore-based cloud provider Megaspeed.It has faced scrutiny over allegations that Nvidia chips it acquired were diverted to China. Megaspeed denies climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-89862588665163766032026-11-08T13:18:59.266-08:002026-11-08T15:05:45.182-08:00Are You Ready For The Incoming Congress To Embrace Data Centers?Next to raw political power the thing politicians want most is money. There's a lot of money in data centers.Watch the DSA shift their position while continuing to talk the pre-election demonization.And although it is still early days our theme song will probably be: Commie Chameleon. climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-26555651174736905282026-11-08T11:25:16.227-08:002026-11-08T11:45:41.352-08:00"After Nudging: The Rise and Fall of a Behavioral Economics Fad" From The Daily Economy, May 1, 2026:In “It’s On You,” Nick Chater and George Loewenstein turn from advocates of “nudging,” subtle policy efforts to shape behavior without coercion, to critics who see it as ineffective and misleading. The zeal of the convert can be a terrifying force to behold. An acolyte convinced of their own prior heresy will often be a more thorough inquisitor than the climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-3604291959111488972026-11-08T10:37:20.181-08:002026-11-08T10:37:20.277-08:00Reminder: The European Central Bank Wants To Direct Where An Individual's Savings Are InvestedI don't think bitcoin is the answer but this is a policy proposal that could require some action on the part of savers.From Forbes, September 8: Europe Wants To “Mobilize” €10 Trillion Of Savings. Got Bitcoin? European Commission President Ursula von der Leyen stood before French business leaders late last month and described trillions of euros in household savings held in bank accountsclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-21433347182191953722026-11-08T05:56:37.078-08:002026-11-08T05:56:37.166-08:00Salon Magazine Has Died, Raising Questions For The Entire IndustryFrom Salon, November 5: Goodbye from SalonIt has been an extraordinary privilege. And from Seth Dillon at the Babylon Bee: Salon wrote some of the best satire we've ever seen. If these brilliant humorists couldn't keep the lights on, what does that mean for the rest of us? https://t.co/KLTBAM9DTb— Seth Dillon (@SethDillon) November 6, 2026This continues a trend we have, sadlyclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-31458694105529403982026-11-08T05:09:36.407-08:002026-11-08T05:09:36.489-08:00Nvidia CEO Jensen Huang "...allegedly had 'romantic relationship' with suspected Chinese spy, who the US believes could put Nvidia boss at risk of honey trap, report claims" From the Daily Mail, November 7:Billionaire Nvidia boss Jensen Huang allegedly had a romantic relationship with a Chinese businesswoman suspected of spying for Beijing, according to an explosive US intelligence memo.The alleged tryst has raised fears of a potential honey trap targeting one of America's most powerful technology executives.The 63-year-old tech mogul reportedly became climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-92063386774101335582026-11-08T04:45:46.206-08:002026-11-08T04:45:46.206-08:00"Cato estimates DSA agenda could cost up to $212 trillion"As I've noted previously:Don't look at me, I don't have that kind of money. From Financial World, September 19:A new analysis from the libertarian Cato Institute estimates that the Democratic Socialists of America’s policy platform could require between $71 trillion and $212 trillion in additional federal spending over a decade. The unusually wide range is itself the central finding: climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-14235027511891349972026-11-08T03:43:54.355-08:002026-11-08T07:17:25.538-08:00Nike Hit With Fatwa (NKE) From the Washington Post:
Libya’s top religious authority banned Muslims from buying or wearing Nike clothing, citing the company’s name as a reference to an ancient Greek goddess.
The ban does not have legal weight, though the authority holds influence in Libyan society. https://t.co/dECip4wdfZ— The Washington Post (@washingtonpost) November 6, 2026 TradingView It's been a toughclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-9587305234443630352026-11-07T06:41:14.008-08:002026-11-07T07:12:26.627-08:00"Musk Says "SoftBank Is Defaulting On Turbine Orders"" (GEV)Once again we see why the turbine manufacturers refused to invest big money into plant, property, and equipment.*From ZeroHedge:Last week's turmoil in hyperscaler and neocloud stocks suggests investors increasingly see Democrats' push to regulate data center buildouts as a possible precursor to broader moratoriums early next year. Democrats spent much of the midterm election cycle supporting climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-32247075887210255802026-11-07T05:48:48.976-08:002026-11-08T11:55:08.830-08:00"The new Congress must fix the $40 trillion debt—and soon"From Barron's November 6:Voters have spoken, and Congress has flipped blue, to counter a Republican White House. Which side will get its way? Increasingly, neither, and not just because of gridlock. America’s debt will write more of the rules from here.The amount owed recently eclipsed the size of the economy, you might have heard. That happened once before, during World War II, when the primary climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-73509161794059968172026-11-07T05:33:24.028-08:002026-11-07T07:14:04.184-08:00"The Arctic vortex could break down by 21 November"The models mentioned here, from the European Centre for Medium-Range Weather Forecasts, are very accurate in forecasting Atlantic hurricanes, exhibiting what the modelers call "skill."We'll see how they do up north.From Polar Vortex Earth, November 7:50 of 50 ECMWF ensemble forecasts turn the winds around the pole from westerly to easterly by 21 November. In 1991–2020 that happened by this climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-87733497873114243052026-11-06T11:48:39.033-08:002026-11-06T15:58:22.888-08:00Gasoline Price: "National Average Falls 12 Cents in One Week"It's a mid-term miracle!And this is only to yesterday.From the American Automobile Association:
November 05,2026
WASHINGTON, DC (November 5, 2026) – The national average for a gallon of regular gasoline is down 12 cents from last week to $4.10. Gas prices have been going down for nearly two weeks, as crude oil has climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-74962071339807502742026-11-06T06:23:12.870-08:002026-11-06T06:23:12.961-08:00"'A blowout': US added 165,000 jobs in October, trouncing expectations"From Yahoo Finance, November 6:The US added 165,000 jobs in October, blowing past economists' expectations, as the labor market showed strength despite the Federal Reserve's recent rate hikes. The unemployment rate ticked down to 4.1% amid a slight increase in labor force participation. September's underwhelming jobs report of 29,000 additions was also revised upward to 60,000 jobs. "climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-79822044754282411512026-11-06T04:59:51.237-08:002026-11-06T05:08:06.800-08:00"Germans are unironically nostalgic for the golden days of 1950s debt forgiveness"Using Bastiat's observation as our starting point:“Government is the great fiction through which everybody endeavors to live at the expense of everybody else.” —The State, Frédéric Bastiat, 1848 You can bet that over the next five years, U.S. cities like Chicago and states like New Jersey or Connecticut will be clamoring for either debt restructuring/forgiveness or their climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-70422506346330528572026-11-06T04:00:29.707-08:002026-11-06T04:00:29.799-08:00Capital Markets: "US Jobs Report Competes with the Unsettled Equity Market to Drive the Greenback"From Marc Chandler at Bannockburn Global Forex:The US dollar is broadly stronger. Against many G10 pairs, it is at its best level since Tuesday’s midterm elections. Ahead of the US jobs report, the euro and sterling are holding on to small gains for the week. The Antipodean currencies and the Norwegian krona are off 1.5%-2.25% this week.The sharp equity losses in recent days, climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-25619488051718655472026-11-06T03:08:23.021-08:002026-11-06T03:08:23.229-08:00U.N. "FAO Food Price Index edges down in October, with commodity price indices easing except for sugar and vegetable oils"From the Food and Agriculture Organization of the United Nations, November 6:» The FAO Food Price Index (FFPI)* averaged 133.9 points in October 2026, down 1.6 points (1.2 percent) from its revised September level. Price indices for cereals, dairy and meat products decreased from the previous month, while the vegetable oil price index increased only marginally and the sugar price index rose climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-65781716535887082482026-11-05T17:31:28.260-08:002026-11-05T17:31:30.420-08:00"Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble"[second] worst Guy Fawkes day ever. From CNBC, November 5:Asian technology stocks tumbled Friday, tracking a sharp sell-off on Wall Street overnight that sent the tech-heavy Nasdaq Composite into correction territory. Asian technology stocks tumbled Friday, tracking a sharp sell-off on Wall Street overnight that sent the tech-heavy Nasdaq Composite into correction territory as renewed climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.com