tag:blogger.com,1999:blog-64425143213581190042026-08-05T13:14:07.514-07:00<i>In war, everything not censored is a lie.</i>climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comBlogger53343125tag:blogger.com,1999:blog-6442514321358119004.post-48176085619955487122026-08-05T10:04:37.926-07:002026-08-05T10:04:38.032-07:00

From Wolf Street, August 1:Warsh wants the bond market to do its job and look at inflation and the economy — and not at the Fed — and it’s finally doing it.&nbsp; The 30-year Treasury yield jumped by 7 basis points on Friday, and by 12 basis points during the week, to 5.28%, the highest since July 2006, now 165 basis points above the Effective Federal Funds Rate (EFFR, blue in the chart below)

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From Fast Company, July 21:Eden Tech’s centrifuge-based system aims to cut energy use, recover more water, and create value from leftover brine.&nbsp;Growing up in Las Vegas, Hunter Manz took annual trips to nearby Lake Mead with his father. Each year, he watched the reservoir, Southern Nevada’s primary water source, recede further, sparking an early interest in water conservation.As a

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From The Power Game substack, May 12:Architectures for risk hedging incentives: standard sizing or tailored fit?Hedging and risk-management has received much-needed focus in recent market design discussion papers, but multiple options exist for completing markets for risk.Hedging is core to commodity risk management. The earliest organized futures markets, the Dojima Rice Exchange, was formed in

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Here's hoping the state insurance commissioners are paying attention ahead of their Summer National Meeting.Via the Social Science Research Network, July 21:Abstract Private equity (PE) firms have acquired large life insurers and loaded their balance sheets with private credit assets that are opaque and difficult for regulators to value. This Article explains how PE profits from these

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From CNBC, August 4:Asian technology stocks rallied on Wednesday after Wall Street’s record-setting session fueled optimism around artificial intelligence and growth stocks.Shares of SoftBank surged more than 10%.&nbsp;Asian technology stocks surged Wednesday after a strong Wall Street rally overnight that saw robust corporate earnings and easing oil prices push major U.S. indexes to fresh

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From Investor's Business Daily, August 4:AMD Stock Drops As Chipmaker Disappoints With Modest Quarterly Beat&nbsp;Advanced Micro Devices (AMD) late Tuesday edged above Wall Street's targets for the second quarter and with its sales outlook. But AMD stock sank in extended trading. The Santa Clara, Calif.-based fabless chipmaker earned an adjusted $1.66 a share on sales of $11.54 billion in the

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From Yahoo Finance, Aug 4:&nbsp;Palantir shares surged north by more than 27% on Tuesday after the company reported quarterly earnings that CEO Alex Karp called "otherworldly" in a call with analysts Monday evening. While some analysts were quick to frame the nearly 30% pop as recovery from a sell-off through June and July that saw Palantir wrapped into the doubts around the staying power of

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From The Register, July 30:ShieldFont is available today if you've got copy that needs protecting&nbsp;If you don't want AI scrapers training themselves on your website, there's a new way to stop them that doesn't involve server-side blocking or praying they respect your instructions in robots.txt. A team of creatives have teamed up with a typography company to create a new type of font

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From Bloomberg, August 4:Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. The AI developer has signed a contract to use a data center managed by Nvidia Corp.-backed cloud startup Volta Infra Holdings Ltd.,

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From 24/7 Wall Street, August 4:“Big Short” investor Steve Eisman said on his own show, Real Eisman Playbook, that “If I was the head of Anthropic or OpenAI, I’d be petrified. That spells to me price war.” The comment lands at an inconvenient moment: both labs have filed confidentially with the SEC and are aiming at public listings near $1 trillion. Eisman literally said “price war.” The

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-42917709446968363692026-08-04T04:21:22.375-07:002026-08-04T04:21:22.451-07:00

From Observer, July 31:The French house’s waiting lists, artisan production and defensive ownership structure have helped it outperform LVMH and Kering.&nbsp;On the heels of Hermès’ strong first-half 2026 results, it’s clear the French luxury house’s scarcity model and singular branding, built around icons like the Birkin and Kelly, have at least partially insulated it from the recent downturn

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From the Wall Street Journal via MSN, August 4:&nbsp;Bayer swung to a net profit for the second quarter after it booked smaller litigation charges, and said it is making progress toward its goal of resolving legal challenges.The German agriculture and pharmaceutical conglomerate said Tuesday that net profit was 219 million euros, equivalent to $252.1 million, compared with a loss of 199

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Three from Modern Diplomacy.August 3Can North African gas replace Russian supplies? Explore Europe's post-Russian energy strategy, key pipelines, investment needs, and geopolitical risks.&nbsp;Europe enters the decisive years of its post‑Russian gas transition with a structural constraint that cannot be negotiated away. Political timelines move in short cycles while geological timelines do not

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-69608006651838235722026-08-03T04:05:18.799-07:002026-08-03T04:05:18.799-07:00

From Marc Chandler at Bannockburn Global Forex, August 1:&nbsp;(My X account, @marcmakingsense) was hijacked. The plumbing from the blog is still working but all other tweets are not me. While I work with X to see if I can regain control of the account, I have created another, @CapitalMarc. I am away this coming week but will have the next weekly out on August 8. Thank you for your patience

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-43888903498952249502026-08-03T03:55:04.013-07:002026-08-03T03:55:04.145-07:00

&nbsp;From Investing.com (Canada), August 3:TD Cowen raised its price target on Quanta Services (NYSE:PWR) to $785 from $775 while maintaining a Buy rating. The firm noted that Quanta Services shares rose 17% on the day of its second-quarter earnings release following a strong beat and an upgrade to the 2026 guidance. The stock, currently trading at $667.36, has delivered a remarkable 58%

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From ZeroHedge, August 2:Japan, Bretton Woods 2.0, &amp; The End Of The Carry Era&nbsp;Japanese Finance Minister&nbsp;Satsuki Katayama&nbsp;is set to announce as early as Monday that Tokyo and Washington are coordinating on steps in the foreign exchange market to curb the yen’s weakness, a person familiar with the situation told Bloomberg.The content of the announcement is still being worked on

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-88230551355221610412026-08-02T10:21:24.525-07:002026-08-02T10:21:24.526-07:00

&nbsp;From Airmail, June 27:Georgia’s government unveiled the dictator’s “lost” bottles before an audience of collectors, auction-house executives, and the president of Château d’Yquem. It didn’t take long for the official story to unravel&nbsp;“Stalin’s wine cellar,” read the subject line of an e-mail I received from a West Coast P.R. firm. The message promised adventure and intrigue. The

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From The Economist, July 30:The terrifying threat of a genetically engineered plagueAnnie Jacobsen imagines the repercussions of a leak from a Russian laboratory&nbsp;Biological War: A Scenario. By Annie Jacobsen. Dutton; 432 pages; $33. Torva; £22YOU HAVE been infected with a “demon germ”, but you do not feel monstrously bad just yet. In fact, you feel euphoric. The bacterium multiplying

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From Works In Progress, June 18:&nbsp;In 1688, England swept away the encrusted vetocracy that had held back economic growth for centuries. Could we do the same today?&nbsp;&nbsp; Industrial modernity was invented in the English midlands around the end of the

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From Asterisk Magazine, Issue 15, July 2026: Fear of AI disruption spreads in concentric circles. Outright frenzy inside the labs becomes intense distress in San Francisco becomes palpable anxiety on the East Coast — and once the sentiment has crossed an ocean, there’s only mild discomfort left when it washes upon the shores of the other side.An honest appraisal of the situation,

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Re-using our introduction to December 2023's "Researcher Who Developed Chinese Covid Vaccine Probably Thrown Off Roof":&nbsp;For the last 3 1/2 years&nbsp; I've been keeping an eye open for hints that the lab leak (notice no one is talking about pangolins or bat soup any more?) was known to the NIAID/gain-of-function/state security organs gang before September 2019. Not searching it out but

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-16716014423805225442026-08-01T05:14:20.037-07:002026-08-01T05:14:20.037-07:00

Ahead of the grape harvest, a repost from&nbsp;January 2022.Original post: We will be referring to some research papers later this year, and fearing they might be lost in the link-vault, post them here so they are easily searchable (which was the original purpose of the blog).As with the English agricultural records*, the French extend far enough back that we can tease out patterns.First

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-10660102773962255942026-08-01T04:56:36.460-07:002026-08-01T04:56:36.586-07:00

From Observer, July 30:As L'Oréal posts strong first-half earnings and strikes a sweeping partnership with OpenAI, the reclusive dynasty behind the world's largest beauty company—already worth $95.6 billion—cements its next generation of control.&nbsp;More than a century after chemist Eugène Schueller turned a hair-dye formula into the business that became L’Oréal, the beauty giant is still

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-36728894639716973192026-08-01T01:11:40.129-07:002026-08-01T01:11:40.202-07:00

Amazon is one of the two hyperscalers we think know where they are going with AI.&nbsp;(GOOG being the other)&nbsp;That being said, if AMZN is playing fast and loose with how they present their reality, they should be called out.From The Register, July 31:"Tell me lies, tell me sweet little lies"&nbsp;Amazon reported its earnings today, and because I am professionally depressed I read&nbsp;the

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From MIT Technology Review, July 30:It makes it easy to trick them into doing things they shouldn’t, such as telling you how to sabotage an aircraft’s navigation system.&nbsp; It is impossible to make large language models fully secure against hacks because of a fundamental flaw in how they work, a team of researchers argue in a paper presented at the International Conference on Machine

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