Yesterday

May 28

May 27

Yesterday

The Grandson Of President John Tyler, In Office 1841 - 1845, Died On Sunday, May 25, 2025

"Energy Dept. Unveils Supercomputer That Merges With A.I." (DELL; NVDA)

Sherwood News Says Nice Things About Nvidia

"CMA CGM Invests $600 Million in New Vietnam Terminal as Trade Surges"

May 29, 2025 - High Yield Spotlight: A Classic EM Debt Investment Strategy That Has Simply Worked

Whoa!—Chinese Electric Vehicles: "The Evergrande of the automotive industry already exists; it just hasn't collapsed yet."

Labor's Share Of National Income: "Are Employers Playing a Game of Monopsony?"

Capital Markets: "US Trade Court Roils Markets: Trump Administration to Appeal"

Goldman Sachs: "Four tools at the Trump administration’s disposal after a U.S. court blocks tariffs"

"Russia is quietly carrying out a modernization of its nuclear missile infrastructure near the Kazakh border"

Trump Administration Cancels $3 Billion Loan [Guarantee] to Troubled Sunnova Energy (NOVA)

Nvidia Earnings Call Transcript—Q1 2026, May 28, 2025 (NVDA)

May 28

UAE's ENEC And GE Vernova Hitachi Sign Memorandum To Explore Deploying Small Modular Reactors Internationally (GEV)

"Trump nuclear power orders could open small reactors in the U.S. by 2030, GE Vernova CEO says" (GEV)

Locust Watch: "Seasonal precipitation predictions"

We've Entered The Predation Phase Of The A.I. Boom: Chamath Palihapitiya Edition

May 28, 2025 - Global View

"Oracle has reportedly placed an order for $40 billion in Nvidia AI GPUs for a new OpenAI data center" (ORCL; NVDA)

"Some signs of AI model collapse begin to reveal themselves"

"Chinese laser cracks spy dream, can read letters size of a sesame seed from a mile away"

"UAE’s AI University Aims to Become Stanford of the Gulf"

"How Third-Century China Saw Rome, a Land Ruled by 'Minor Kings'”

May 27

Javier Blas: India's Influence On The International Oil Market

"The Alienated ‘Knowledge Class’ Could Turn Violent"

"Gold Erupts From Hawaiian Volcanoes, Scientists Discover"

May 27, 2025 - Leaders/Laggards

Boston Consulting Group, Ripple Predict Tokenization To Reach $18.9 Trillion by 2033

Investor's Business Daily Says Nice Things About GE Vernova's New All-Time High (GEV)

"Free AI for all? UAE becomes first to offer ChatGPT Plus to every resident and citizen"

Capital Markets: "Japan Sparks Turn Around Tuesday's Dollar Short-Covering"