While chip wafer shortages raised prices, they also reduced output, increased costs, and disrupted industries — proving that scarcity is not a guaranteed path to higher profits. ...Next non news please...
South Korea’s SK Group Chairman Expects Chip Wafer Shortage To Last Until 2030, Eyes US ADR Listing
The S&P 500, Dow Jones Industrial Average, and Nasdaq Composite seem to be floating somewhere in the clouds. War with Iran is apparently just a minor inconvenience. Inflation? Job losses? Oil spiking? Weak payroll numbers? Never mind — the market has decided none of that matters. Even the famous “Magnificent 7” tech stocks have slipped from their highs, yet the indices are still partying as if everything is perfectly fine. Oil is rising, jobs are weakening, and economists are quietly whispering about stagflation — but the apparent strategy remains: close your eyes, buy the dip, and hope the spreadsheet keeps going up. Meanwhile, the next interest-rate cut might not arrive until around 2027 (according to expectations tracked by CME Group). The level of complacency is remarkable. If deni
U.S. Economic Outlook Cut by Goldman over the Iran War - and the Fear Goes Beyond Oil
$NASDAQ(.IXIC)$ The S&P 500, Dow Jones Industrial Average, and Nasdaq Composite seem to be floating somewhere in the clouds. War with Iran is apparently just a minor inconvenience. Inflation? Job losses? Oil spiking? Weak payroll numbers? Never mind — the market has decided none of that matters. Even the famous “Magnificent 7” tech stocks have slipped from their highs, yet the indices are still partying as if everything is perfectly fine. Oil is rising, jobs are weakening, and economists are quietly whispering about stagflation — but the apparent strategy remains: close your eyes, buy the dip, and hope the spreadsheet keeps going up. Meanwhile, the next interest-rate cut might not arrive until around 2027 (acco
Every time the Strait of Hormuz appears in the news, the headline is always the same: OIL! OIL! OIL! 🛢️ Because clearly the only thing moving through that tiny waterway is oil. Not LNG from Qatar, not petrochemicals, not fertilizers, not aluminum, not the mountain of industrial materials modern economies depend on. Nope. Just oil. But I understand — we have to keep things simple for readers. Apparently if we mention more than one commodity, people might get confused. 🙃
Contradictory US Statements on Iran Conflict Fuel Market Turbulence
$S&P 500(.SPX)$ For those in Asia, futures casino and normal casino will open 1 hour earlier this week relative to our time. Happy Trading [...gambling] all [Grin] [Facepalm] [Miser]
Every day the news is the same blockbuster headline: “So-and-so buys 1 million shares!” 🚨 Five minutes later: “So-and-so sells 1 million shares!” 🚨 Wow. Groundbreaking journalism. Truly Nobel-Prize level analysis. Let me say this for the one-million-and-first time: the stock market is a zero-sum trade at the transaction level. If someone buys 1 million shares, guess what miracle must occur? A person and or a group of people just sold 1 million shares. 🤯 So the real question isn’t “Who bought or sold?” The real question is which side is the bigger goondu. But the financial news will write it like that: “Genius billionaire buys 1M shares!” “Unknown peasants dump 1M shares!” Reality check: It might just as easily be: “Retail panic sells.” “Some hedge fund intern accidentally presses BUY.” Bot
Nvidia Gets a Vote of Confidence. Why This Investor Bought More Stock
Oh please. So now the world is supposed to operate like a corporate boardroom where everyone just nods when one guy clears his throat? Spain is a sovereign country. Not a branch office. Not a franchise. Not a “click accept to continue” pop-up. If a U.S. president — even someone as fond of ultimatums as Donald Trump — threatens to halt trade over air base access, that’s called negotiation by tantrum. Spain gets to say yes, no, or “let’s discuss like adults.” That’s literally what sovereignty means. Are countries supposed to line up like interns hoping for a performance bonus? Is the entire planet now a reality show where everyone competes for “Best Supporting Ally”? Spain hosts U.S. forces because of agreements. Agreements. Not royal decrees. Not social media posts. Not vibes. And this idea
Global Headlines March 4: Trump Pressures Spain on Trade, US Navy to Escort Gulf Tankers, VLCC Rates Hit Record High