Climateer Investing
In war, everything not censored is a lie.
Friday, April 19, 2024
"Inflation Affects Behavior Decades after Prices Have Stabilized"
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As noted in the introduction to last week's " "Inflation and Culture" Lessons From French History " the value of mon...
Covid Calumny*: It Appears Someone Is Attempting To Avoid A Lawsuit
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Lest we forget just how nasty some people are, a nastiness that many freely exposed and even flaunted during the covid days, here's some...
"Israel and Iran both have muted response to Isfahan attack"
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From Reuters, April 19: Israeli media cited foreign reports of an Israeli strike on Iran on Friday in the absence of official public comme...
Thursday, April 18, 2024
"White House admits Biden uncle wasn’t eaten by cannibals..." As President Warns Israelis Not To Attack Haifa (Israel)
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First up, New York Post, April 18: WASHINGTON — White House press secretary Karine Jean-Pierre acknowledged Thursday that President Biden’s...
A Deep Dive Into Zuckerberg's New AI Chip (META; TSM)
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From The Next Platform, April 10: With MTIA v2 Chip, Meta Can Do AI Inference, But Not Training If you control your code base and you have o...
"Hong Kong Falls Out of Top 10 Busiest Port Rankings for First Time Ever"
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We've been watching the decline of Hong Kong with a mixture of horror, fascination and sadness. Some links after the jump. From The Load...
A Superior Analysis Of Federal Reserve/U.S. Treasury Interactions
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This primer on what's what in Funding Land is as good as you are likely to find. From Bloomberg via ZeroHedge, April 18: It's Time T...
Ahead Of Next Week's Tesla Earnings Report, A Reminder (TSLA)
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The stock is trading down another $3.45 (-2.22%) at $152.00 in pre-market trade. First up, from Yahoo Finance, April 17 : Tesla's bigges...
Chips: TSMC Beats, Stock Drifts (plus a warning) TSM
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In Taiwan the stock was up around 1%, pre-market U.S., down 1.5%. From Reuters via Yahoo Finance, April 18: TSMC expects Q2 sales to jump on...
Wednesday, April 17, 2024
"TSMC set to report 5% rise in first quarter profit on strong AI chip demand" (TSM)
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TSMC earnings were expected to be flat to up 5% so possibly a small beat. From Reuters via Yahoo Finance, April 17/18: Analysts expect firs...
"Iran state TV uses footage of crazed One Direction fans to show ‘Israelis panicking’ after missile attacks"
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From The New York Post, April 15: Iran’s propaganda is going One Direction. Iranian state TV shared footage it claimed showed “Israelis...
All Quiet on the Moldovan Front
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All I could think of while typing that headline was Jake Sullivan, President Biden's National Security Advisor declaring "The Midd...
"What If Fed Rate Hikes Are Actually Sparking US Economic Boom?"
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Hoo boy could you spin some conspiracy theories out of this conjecture. From Bloomberg, April 17: A radical theory is spreading as econo...
Electric Vehicles: "Are EVs the future or merely a niche market?"
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Will Tesla hook up with Stellantis to become the next hybrid challenger? Will I finally be able to quit the necessity of reminding myself t...
Panama Canal Increases Booking Slots Amid Expected Rainfall
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From Reuters via gCaptain, April 16: The Panama Canal Authority (ACP) has announced an increase in booking slots for its Panamax locks sta...
"Want to make a fortune? Target bored young men who want to make a fortune."
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From Business Insider, April 16: The big new way to get rich The boys-who-like-to-bet bank is open, and a slew of companies are making as ma...
Covid Memories
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For some reason, when pulling up the McKinsey post linked immediately below , this popped up: April 13, 2020 Attention Hoarders: Wal*Mart C...
"Covid’s Hit to Education Is Still Hanging Over the Economy" (These Kids Got Screwed Out Of $31 Trillion in GDP)
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OpEd from Barron's, April 12: About the author: Alix Guerrier is the chief executive of DonorsChoose. It’s been four years since the h...
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