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 ...

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...