SLOPPY / CREDIT BUBBLE BULLETIN

Sloppy Doug Nolan  A sloppy end to a sloppy week.  Bubbles faltering.  South Korea’s KOSPI Index was closed Friday, limiting the week’s loss...

THE FUTURE OF CHIPMAKING LOOKS MORE LIKE MANHATTAN THAN SILICON VALLEY / THE ECONOMIST

 3D acceleration The future of chipmaking looks more like Manhattan than Silicon Valley Constrained by physics and politics, chipmakers are ...

ALL HAIL THE KING OF THE NORTH! BUT WHICH NORTH? / THE FINANCIAL TIMES OP EDITORIAL

All hail the King of the North! But which north? Andy Burnham’s fantasy realm will fall apart if it’s allowed contact with messy geographica...

WHO GAINS IN AN AI-SUPERCHARGED ECONOMY? / PROJECT SYNDICATE

Who Gains in an AI-Supercharged Economy? If AI delivers as promised and fundamentally transforms the economy, we will have moved from the cu...