Hillary Clinton Breaks With Party Line, Admits Mass Migration Is "Disruptive & Destabilizing"

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"And I think we need to call it for what it is." 


Hartnett: AI Hyperscaler Announcing A Capex Cut Will Trigger The Next Great Rotation

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"The most obvious catalyst to reverse the “AI-awe to AI-poor” rotation is an AI hyperscaler announcing a capex cut" - Michael Hartnett


The Dangerous AI Trade

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AI is no longer lifting all boats... capex is exploding, spreads are widening, and software is cracking. When VXN diverges and picks-and-shovels lead, the narrative shift isn’t subtle anymore.

Germany's Elites Demand "Location Patriotism" As Green Industrial Policy Unravels

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Germany’s political class is now demanding “location patriotism” from corporations, after decades of dismantling the very cultural foundations that once anchored national loyalty...


These Are The Countries Buying (And Selling) The Most Gold Since 2020

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The Philippines recorded the largest reduction, cutting reserves by more than 65 tonnes...


India Might Soon Replace Russian Oil With Venezuelan At Scale After All

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A new US license is being interpreted as prohibiting Venezuelan energy companies from transactions with China among other countries...


Mercedes-Benz Recalls Nearly 12,000 Electric Vehicles, Says Battery Packs Could Ignite

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When virtue signaling goes wrong...


'No Prospect' Of European Governments Preventing Civil War, Warns British Army Colonel

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“If they want to take strong action to prevent the Islamification of the UK, it’s going to mean big trouble for them. They don’t want trouble, they look four years ahead, they will kick the can down the road to someone else.”


Europe Continues To Trade With A Steadier Rhythm

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The longer-term underperformance chart vs US starting to look very interesting.

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APAC stocks began the week in the green but with gains limited following a lack of major fresh catalysts from over the weekend and amid thinned conditions owing to holiday closures in the region and North America.

Munich, 2007: The Day The West Was Told 'No'

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They like the bedtime story: ...open borders, cheap energy, NATO as a charity, Russia as a gas station with a flag… & then, one day, the barbarian kicked the door in for no reason at all.


The "Swipe Era" Has Forever Reshaped How Couples Meet

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"We find that Internet meeting is displacing the roles that family and friends once played in bringing couples together." 

 


The Biggest Bait-and-Switch War Of The Century

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Trump's promise to "end the endless wars" seems like a hundred years ago.


Bastards, Worldwide

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In several Latin American countries, more than 70% of children are born outside marriage...


After Years Of Border Crisis, Small Texas Town 'Back To Mayberry'

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It was a nightmare down here...


"You Ought To Be In Jail": Senator Unloads On Minnesota AG Ellison Over Fraud Scandal

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"You helped fraudsters defraud your state and this government of $9 billion, and you got a fat campaign contribution out of it. You ought to be indicted. That's the truth."


How Deep Is The Deep State?

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The deep state resists exposure...but not forever. Patience, persistence, and power may yet cauterize the Leviathan...


EVs Become New Affordability Play: Buy Used, Three Years Old, Save 50%

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"Used EVs are an answer to the affordability crisis in America ... and you can score a really good deal for just under $20,000."


The Least Laid Generation In History: Gen Z Is Ghosting Sex... And The Implications Are Huge

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It’s not just sex: Alcohol consumption has dropped by 54%...


Morgan Stanley Explains Why AI Disruption Will Unleash A Day Of Reckoning For Credit

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For credit markets assessing software-related risks is both critical and difficult:  Critical because the sector’s rapid expansion has been concentrated in lower-rated, highly leveraged issuers. Difficult because exposure is tied to financial sponsor-backed private companies...