tag:blogger.com,1999:blog-64425143213581190042026-08-25T13:33:08.844-07:00Climateer Investing<i>In war, everything not censored is a lie.</i>climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comBlogger53455125tag:blogger.com,1999:blog-6442514321358119004.post-40462502744657205562026-08-25T09:57:04.100-07:002026-08-25T10:10:01.064-07:00"Anthropic Expected to Tell Investors It Sees Over $30 Trillion in Potential Revenue"For comparison the IMF is forecasting the world's Gross Domestic Product for 2026 at $126 trillion so ~24% of global GDP or 92.6% of the U.S. GDP forecast for 2026, $32.38 trillion.Of course those are static measures. Using dynamic scoring Mr. Amodei would tell you AI will triple world GDP so his company's piece of the pie is only around an 8% share. An exclusive from theclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-9841061553129738242026-08-25T09:03:14.929-07:002026-08-25T09:03:15.007-07:00BondVigilantes: "Of Anchovies and Blueberries – why El Niño matters"From M&G's Bond Vigilantes, August 17:Why aren’t we talking more about El Niño?
After an exceptionally hot, dry summer in
Western Europe and elsewhere, climate discussions proliferate. But
neither mainstream media nor markets seem to be seriously discussing the
risks and opportunities presented by what scientists appear to agree
will be a “super El Niño”.  climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-497689705158503772026-08-25T08:37:19.128-07:002026-08-25T08:37:19.129-07:00El Niño—"ENSO Forecast: August 2026 Quick Look"This site, the International Research Institute for Climate and Society at Columbia University is one of our go-to info sources on the El Niño/Southern Oscillation; along with the Japan Agency for Marine-Earth Science and Technology (JAMSTEC) and Australia's Bureau of Meteorology (BoM).From IRI/Columbia, August 19:A monthly summary of the status of El Niño, La Niña, and the Southern climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-45000882651886333402026-08-25T07:38:36.619-07:002026-08-25T07:38:36.695-07:00"VCs are starting to rely on AI to predict the future."From Beijing's 36Kr European Central Station, August 24:In July, DigClaw's forecasting framework Rhizome v1 secured three spots at #1, #3, #7 on the FutureX evaluation platform.
The three spots come from three different base models, including
Kimi-K3, DeepSeek-V4-Pro, etc. The same set of frameworks enabled all of
them to enter the Top 7 simultaneously, and DigClaw is the only
participant thatclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-14873252401525296962026-08-24T22:30:05.462-07:002026-08-24T23:06:34.016-07:00Trading The British Bicycle BubbleFrom The Journal of Economic History,Published online by Cambridge University Press: 10 July 2025Who Wins and Loses in a Bubble? Evidence from the British Bicycle Mania Abstract How do different types of investors perform during financial bubbles? Using a rich archival source, we explore investor performance during the British bicycle mania of the 1890s. We find that directors and climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-39543600889710092642026-08-24T20:40:04.954-07:002026-08-24T20:40:04.954-07:00Keep An Eye On Norway's Next Oil Production ReportTwo from OilPrice. First up, August 20: Norway’s crude output fell nearly 10% year-over-year to 1.776 million bpd in July, while total liquids dropped 9.1%.The decline comes at a sensitive time, with 8.3 million bpd of Gulf production shut in and markets increasingly reliant on secure non-Gulf supplies.The weakness may be temporary, reflecting summer maintenance and a strong 2025 comparison,climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-68649126747630651872026-08-24T20:02:18.114-07:002026-08-24T20:02:18.114-07:00"Nvidia’s $20 billion bet on Groq’s LPU tech sure looks like it was a good one." From The Register, August 24:What Nvidia's first Groq 3 LPU benchmarks tell us about its $20B gambleGemma 4 31B performance tests offer a best-case scenario for next-gen dataflow accelerators Nvidia’s $20 billion bet on Groq’s LPU tech sure looks like it was a
good one. On Monday, the GPU giant offered the first glimpse of just how
big a speedup its Groq 3-based LPX racks will climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-8450670454560991192026-08-24T13:18:36.128-07:002026-08-24T13:18:36.129-07:00"Broadcom Credit Risk Soars on Mega AI Debt Financing Backstops" (AVGO)From Bloomberg, August 24:Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.The yields on Broadcom’s 5.15% bonds that mature in 2031 rose about 14 basis points so far in August. The price of its five-year
credit default swaps, meanwhile, climbed 28 basis points over the same
climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-32285735460937758272026-08-24T05:19:59.044-07:002026-08-24T05:19:59.045-07:00"Hedge Funds’ Cash Treasury Holdings Reach $2 Trillion"Any forced unwind of those positions could cause some serious ructions.From the blog of the U.S. Treasury's Office of Financial Research, August 19: Views and opinions expressed are those of the authors and do not
necessarily represent official positions or policy of the Office of
Financial Research or the U.S. Department of the Treasury.1
Hedge funds have climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-78967792080421983912026-08-24T04:59:06.146-07:002026-08-24T04:59:06.147-07:00"Yields decline on CNBC report Treasury could use General Account to fund buybacks"From CNBC, August 24: Treasury yields were lower on Monday after CNBC reported,
citing two Treasury officials, that the department could use its $1
trillion General Account to fund its plans to ramp up government bond
purchases. The 10-year Treasury note yield was last down 4 basis
points at 4.7%. The 30-year yield, which last week hit levels not seen
since 2007, lost 4 basis points to climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-31817530823454576652026-08-24T04:27:19.649-07:002026-08-24T04:27:19.650-07:00"Volkswagen warns Germany's car-making industry is in jeopardy"Lifted in toto from France24, August 24:Volkswagen warns Germany's car-making industry is in jeopardy The CEO of the German car-making group Volkswagen is warning that the
situation at the company is "more than critical". Oliver Blume is saying
that ahead of meetings with the car giant's staff. He says Volkswagen and the rest of Germany's car industry are facing "the
biggest climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-30078549384999412322026-08-24T04:02:15.996-07:002026-08-24T04:02:16.064-07:00Capital Markets: "US -Canada Trade War Escalates, while US Seek to Choke the Iranian Economy"From Marc Chandler at Bannockburn Global Forex:The US dollar is trading higher against nearly all the currencies. Equity markets are mixed and bond yields are lower alongside oil prices. There are two major developments. First, the US and Canada trade talks broke down, and the risk is further escalation. Last week, President Trump has granted Canada a three-day grace period from the 50% climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-17042726123939091712026-08-24T00:06:06.780-07:002026-08-24T03:46:32.734-07:00"China sets up shop next to key Spanish naval base"They are relentless. Someone should have spanked Xi and said "no" when he was young, it's probably too late now. From Euractiv, Fears that state-owned car giant’s hub will be used by China to spy on NATOMADRID – Chinese automotive manufacturer SAIC is one step
closer to establishing a foothold at the heart of Spain’s defence
industry as the state-backed firm prepares to climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-17850038116264576702026-08-23T20:56:01.787-07:002026-08-23T23:47:16.541-07:00Hot Chips 2026 Has Kicked Off With Micron Warning The Memory Shortage Is Getting Worse (Mandy Rice-Davies moment ahead) MUWell they would wouldn't they?* The big get together at Stanford's Memorial Auditorium always sells out and this year we'll be visiting a few media outlets for their on-the-ground takes on what's being said.The article below is based on Micron's Sunday tutorial, here's the rest of the schedule of events:https://hotchips.org/From WccfTech, August 23:Micron Says AI’s Memory Wall is Worsening climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-9416178278410481022026-08-23T20:01:03.311-07:002026-08-23T20:01:03.377-07:00Ag Commodities: "Zelenskyy Says Putin Rejected Black Sea Shipping Truce Offer"From Bloomberg, August 23:Ukraine
offered Russia a truce on attacks against ships carrying agricultural
commodities through the Black Sea, but Moscow rejected the deal because
it wanted guarantees against strikes on its energy infrastructure,
Ukrainian President Volodymyr Zelenskyy said.“It
looks like their position is that they will not attack our grain
corridor only if we stop attacking climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-57701233838853063972026-08-23T16:28:07.333-07:002026-08-23T16:31:51.083-07:00"EXCLUSIVE: Hillary Clinton 'Planning' Husband Bill's Funeral Amid Health Concerns — As Ex-Prez Made Changes to $120 Million Will, Sources Claim" From Radar Online, August 19:Hillary Clinton has reportedly been planning her husband Bill Clinton's future funeral, RadarOnline.com has learned. According
to insiders, the former POTUS, who turned 80 on August 19, could also
be making reasonable preparations of his own, including changes to his
$120million will. Hillary, 78, has reportedly begun plans for an elaborate memorial service climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-12204466188060379772026-08-23T13:53:55.761-07:002026-08-23T13:53:55.815-07:00"Nvidia Bets on the Classical Side of Quantum Computing" (NVDA)From EE|Times, August 17:On the ground floor of the Barcelona Supercomputing Center (BSC), MareNostrum 5 sits alongside three new quantum computers
housed in an adjoining deconsecrated chapel. The supercomputer,
equipped with thousands of Nvidia GPUs, is now connected to the quantum
systems. The arrangement puts Nvidia’s role in the emerging
hybrid-computing architecture into view.MareNostrumclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-21027764704327412302026-08-23T08:54:47.072-07:002026-08-23T08:54:47.148-07:00Covid Fun Fact: Early Report Of A Connection Between The Coronavirus And The Wuhan Institute Of Virology Long-time readers know that we keep tabs on early reports of covid, not searching them out but dropping them into the link-vault as they appear. Here's one from Radio Free Asia, January 9, 2020: Experts Cast Doubts on Chinese Official Claims Around 'New' Wuhan Coronavirus ....Ren Ruihong, former head of the medical assistance department at the Chinese Red Cross, said she too has her climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-12296329794990160572026-08-23T07:57:58.211-07:002026-08-23T10:31:38.181-07:00"Alphabet’s Waymo Has Built a Custom Chip for Its Robotaxis" (GOOG; NVDA; TSLA)From Bloomberg, August 23:Alphabet Inc.’s Waymo
has built a custom chip that the company said will improve the
performance of its robotaxis, while also diversifying its chip supply
beyond third-party companies such as Nvidia Corp. The
ASIC chip — short for application-specific integrated circuit — is in
production in Waymo’s latest robotaxi generation, the company said
Thursday. Waymo said climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-9549655152597234312026-08-23T07:28:30.215-07:002026-08-23T07:28:30.216-07:00"Belgian car salesman becomes prince after DNA test proves royal parentage" Wasn't this a movie?From CNN, August 22:
A Belgian car salesman has become a prince at the age of 26 after being acknowledged as the son of the king’s brother, Prince Laurent.
Clément Vandenkerckhove’s mother, a Belgian singer who had a
relationship with Prince Laurent in the 1990s, only told him who his
father was when he turned 16 a decade ago.
climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-47290045048374242532026-08-22T22:20:57.891-07:002026-08-22T22:34:05.968-07:00News You Can Use: "How to Kill a Robot Dog"From Field Ethos:We live in the most amazing times. Someday
soon when we are all living in caves wearing animal skins picking
parasites off of each other, our children will ask why we no longer have
cool stuff like the internet, running water, electricity, and food.
When that time inevitably comes, you can at least tell your kids that
you saw it coming.The Terminator was Actually a climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-20627620886612887032026-08-22T22:04:13.429-07:002026-08-22T22:04:13.505-07:00"Russia runs out of petrol at seven in 10 stations as fuel crisis worsens"From EuroNews, August 20:Ukrainian drone campaign on Russia's energy infrastructure has caused fuel shortages so severe that the Kremlin has admitted it. Queues in Moscow are forming for the first time, and Russia has brought back banned low-grade fuel to plug the gap, while detaining residents who complained publicly.Petrol was available at fewer than three in 10 petrol stations across Russia onclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-43276668449576634062026-08-22T10:48:20.162-07:002026-08-23T10:37:40.607-07:00"An Abecedary Of Scientific Serendipity"The author of this excursion, Sheldon Lee Glashow, is old (emeritus professor at both Harvard and Boston University)He also has one of those Nobel thingies. (physics, 1979)From the (possibly) resurrected Inference Review:The most exciting phrase to hear in science, the one that heralds new discoveries, is not ‘Eureka!’ but: ‘That’s funny...’
—Isaac Asimov
Horace Walpole
coined the word climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-1232692076763518932026-08-22T04:51:20.625-07:002026-08-22T04:51:20.701-07:00"Who Really Runs Canada? Inside Mark Carney’s Influence Network"It used to be Desmarais and Power Corporation of Canada and Maurice Strong and that whole crowd. Now I think it's Brookfield that's in charge.From Canada's The Walrus, August 21:Government priorities increasingly reflect the interests of a small, well-connected elite Rockcliffe Park is as lovely a neighbourhood as you can find in this country. It has large, secluded yards and climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-83866887227610399782026-08-22T04:29:38.621-07:002026-08-22T04:29:38.682-07:00Followup II: "Interrogation Tapes Reveal Journalist Murder Suspect Pointing to Highest Levels of Maltese Power"From the Organized Crime and Corruption Reporting Project, August 19:Police interviews played for a Maltese jury show Yorgen Fenech accusing the prime minister’s chief of staff of ordering the 2017 car bombing of Daphne Caruana Galizia, while insisting his payments to the plot's middleman were extortion. Audio recordings of police interrogations played to a Maltese jury this week climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.com