THE AI RUSH IS HITTING A BOTTLENECK / THE ECONOMIST

Silicon ceiling  The AI rush is hitting a bottleneck Hardware-makers are failing to invest enough to keep up with demand                    ...

AMERICA`S BID FOR ENERGY SUPREMACY IS BEING FORGE IN WAR / THE FINANCIAL TIMES

America’s bid for energy supremacy is being forged in war The US stands to benefit as war in Iran reshapes oil and gas flows, but Europe and...

THE M&A STRATEGY BEHIND BERKSHIRE HATHAWAY`S TIE-UP WITH TOKIO MARINE / THE FINANCIAL TIMES

The M&A strategy behind Berkshire Hathaway’s tie-up with Tokio Marine Deal with non-life insurer is first investment in Japan beyond tra...

IURANB WARNS U.S. NAVY AGAINST ENTERING STRAIT OF HORMUZ / THE FINANCIAL TIMES

Iran warns US Navy against entering Strait of Hormuz Oil surrenders some gains after Washington denies claim that Tehran had struck an Ameri...

COMEX SILVER GRINDS TO A HALT / MACLEOD FINANCE

Comex silver grinds to a halt Alasdair Macleod With open interest down to multidecade lows, trading in silver is the risk no one is prepared...

THE GREAT HUNGARIAN RESET / PROJECT SYNDICATE

The Great Hungarian Reset Now that he has ousted Viktor Orbán, incoming Hungarian Prime Minister Péter Magyar inherits an economy burdened b...

GRADUALLY TRANSITIONING TO SUDDENLY / CREDIT BUBBLE BULLETIN

Gradually Transitioning to Suddenly Doug Nolan Wednesday, in a six to three decision, the Supreme Court declared Louisiana’s SB8 district Co...