DONALD TRUMP HAS NO GOOD OPTIONS FOR REOPENING THE STRAIT OP HORMUZ / THE ECONOMIST

A straitjacket of their own making Donald Trump has no good options for reopening the Strait of Hormuz Yet the stand-off has costs for cash-...

GOLD AND TECH: HOW THE WHALES TRICK THE RETAIL PLANKTON / VON GREYERZ

Gold & Tech: How the Whales Trick the Retail Plankton By Matthew Piepenburg Never in my 30+ years in the markets have I seen a monetary,...

OIL SHOCKS ARE NO LONGER SO SHOCKING / PROJECT SYNDICATE

Oil Shocks Are No Longer So Shocking Despite this year's US/Israeli-Iran war causing the largest-ever disruption to global oil supplies,...

PUTIN IS RUNNING OUT OF OPTIONS / THE FINANCIAL TIMES OP EDITORIAL

Putin is running out of options The Russian leader may want to escalate his war — but that is harder than it sounds Gideon Rachman © James F...

CHINA FAILED REBALANCING / PROJECT SYNDICATE

China’s Failed Rebalancing When China’s leaders first acknowledged the need to rebalance the economy nearly two decades ago, it seemed like ...

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 ...