Neueste Heute 09.06.2024 08.06.2024
Commodities And The Boom-Bust Cycle
08.06.2024, 17:40 Uhr. ZeroHedge News - https: - Commodities And The Boom-Bust Cycle Authored by Lance Roberts via RealInvestmentAdvice.com, It is always interesting when commodity prices rise. The market produces various narratives to suggest why prices will keep growing indefinitely. Such applies to all commodities, from oil to orange juice or cocoa beans. For example, Michael Hartnett of BofA recently...
How Many Data Centers Do Major Big Tech Companies Have?
08.06.2024, 04:40 Uhr. ZeroHedge News - https: - How Many Data Centers Do Major Big Tech Companies Have? The Big Tech companies are often compared against each other in many ways: how much money they make, market capitalization, and the newest flavor, generative AI capabilities. But in their great strides to capture the digital realm, Visual Capitalist's Pallavi Rao charts how many huge data facilities...
Why The Fed Will Pull The First Cut To July From September
06.06.2024, 23:47 Uhr. ZeroHedge News - https: - Why The Fed Will Pull The First Cut To July From September By Peter Tchir of Academy Securities Revisiting Our Rate Outlook As the 10-year Treasury trades near the low end of our current range of 4.3% to 4.5% and we digest jobs data and prepare for the Fed, it seems like a good time to revisit and restate our outlook for rates. Political Reaction to...
Futures Flat As Tech Storms Higher, ECB Rate Cut Looms
06.06.2024, 14:04 Uhr. ZeroHedge News - https: - Futures Flat As Tech Storms Higher, ECB Rate Cut Looms US equity futures were flat after the S&P 500 notched its 25th closing record on Wednesday, even as global tech shares plowed higher with expectations of more rate cuts adding to the ongoing frenzy around artificial intelligence; With the ECB set to cut rates for the first time since 2019, Nvidia...
Wall Street Admits The Biggest Economic Shocker: All Jobs In The Past Year Have Gone To Illegal Aliens
06.06.2024, 03:40 Uhr. ZeroHedge News - https: - Wall Street Admits The Biggest Economic Shocker: All Jobs In The Past Year Have Gone To Illegal Aliens For much of the past year we had been pounding the table on two very simple facts: not only has the US labor market been appallingly weak, with most of the jobs "gained" in 2023 and meant to signal how strong the Biden "recovery" has been, about...
The Apartment Construction Boom Ends, Major Economic Impact Ahead
05.06.2024, 01:30 Uhr. ZeroHedge News - https: - The Apartment Construction Boom Ends, Major Economic Impact Ahead By Mish Shedlock of Mishtalk Interest rates are too high for many projects to start. Some started projects are in trouble. Let’s discuss the ramifications. The Wall Street Journal reports Developers Sit on Empty Lots After Historic Apartment Boom During the biggest apartment construction...
The Pain Trade: Citron's Andrew Left Says He's Shorting GameStop...Again
04.06.2024, 22:20 Uhr. ZeroHedge News - https: - The Pain Trade: Citron's Andrew Left Says He's Shorting GameStop...Again Stop us if you've heard this one before... In an interview with Bloomberg on Monday, short seller Andrew Left of Citron Research said he has once again shorted GameStop, after famously being short the name during its original astronomical run higher in 2021. “I have covered...
Massachusetts Regulator Probes 'Roaring Kitty's' GameStop Trades Around Pumps
04.06.2024, 22:20 Uhr. ZeroHedge News - https: - Massachusetts Regulator Probes 'Roaring Kitty's' GameStop Trades Around Pumps Meme stock guru Keith Gill went from sticking it to Wall Street hedge funds shorting GameStop to front-running retail, which he knows will unleash buying power with every social media post. A report from The Wall Street Journal on Monday explained that ETrade, the online...
High-Flying Commodity Sectors Set to Keep Climbing
04.06.2024, 03:20 Uhr. ZeroHedge News - https: - High-Flying Commodity Sectors Set to Keep Climbing By Farah Elbahrawy, Bloomberg markets live reporter and strategist Outperforming mining and energy stocks are set for further gains as a constructive backdrop for commodity prices and demand is set to support earnings. Basic resources and energy shares have outpaced the benchmark over the past three...
Cycling Has Shifted To A Higher Gear Since COVID
04.06.2024, 02:30 Uhr. ZeroHedge News - https: - Cycling Has Shifted To A Higher Gear Since COVID Commemorated on June 3 each year, World Bicycle Day is celebrated to promote the benefits of cycling and recognize its importance as a simple, affordable and environmentally friendly mode of transportation. The United Nations declared this observance in April 2018 to highlight the bicycle's role in...
E-Trade May Ban 'Roaring Kitty' From Platform For Market Manipulation
04.06.2024, 01:41 Uhr. ZeroHedge News - https: - E-Trade May Ban 'Roaring Kitty' From Platform For Market Manipulation ETrade has had enough of the stock shenanigans of meme stock guru Keith Gill, also known as Roaring Kitty, who just happens to be a client of the online brokerage now owned by Morgan Stanley. Gill's non-stop promotion of GameStop on social media, coupled with giant trades, raised...
For The Next 2-5 Years There's An Extraordinary Imbalance In Favor Of Demand For Power
03.06.2024, 18:20 Uhr. ZeroHedge News - https: - For The Next 2-5 Years There's An Extraordinary Imbalance In Favor Of Demand For Power By Eric Peters, CIO of One River Asset Management “I’ve got fifteen examples of companies where AI is expanding profit margins from between 5-40%,” said Lone Star, a Top-5 best performing US endowment CIO. “And yet, no one seems to believe this story,” he...
Trump's 'Coal Country' Could Supply Nation With 40% Of Lithium Demand
02.06.2024, 01:20 Uhr. ZeroHedge News - https: - Trump's 'Coal Country' Could Supply Nation With 40% Of Lithium Demand America's transition to a decarbonized economy demands massive base metals and rare Earth minerals. Currently, China dominates the rare Earth mineral market. However, initiatives are already underway by the US federal government to sever reliance on the Chicoms and boost domestic...
What A China-Taiwan Conflict Could Mean For Semiconductors, Gold
01.06.2024, 23:31 Uhr. ZeroHedge News - https: - What A China-Taiwan Conflict Could Mean For Semiconductors, Gold Via SchiffGold.com, American-made weapons will soon be bound for Taiwan, American lawmakers are telling Taiwanese President Lai Ching-te, sending shockwaves of uncertainty through electronics and metals markets this week. In a pointed “celebration” of Lai’s recent inauguration,...
Canada's Oil Resurgence Is Doomed Without Younger Workers
30.05.2024, 21:26 Uhr. ZeroHedge News - https: - Canada's Oil Resurgence Is Doomed Without Younger Workers By Tsvetana Paraskova of OilPrice.com Canada's oil industry is booming, but companies in its top oil-producing province, Alberta, are struggling to hire and retain skilled talent to seize the opportunity of greater market access that the expanded Trans Mountain oil pipeline provides. Canadian...
White House Embraces Nuclear, Makes Biggest Push In Five Decades For Clean Atomic Power
30.05.2024, 11:48 Uhr. ZeroHedge News - https: - White House Embraces Nuclear, Makes Biggest Push In Five Decades For Clean Atomic Power The Biden administration is finally taking significant steps to revitalize America's nuclear power industry, a move likely to upset radical leftist environmentalists funded by shady non-governmental organizations. The administration recognizes that nuclear power...
It's The Immigrants, Stupid?
28.05.2024, 23:20 Uhr. ZeroHedge News - https: - It's The Immigrants, Stupid? While the Biden administration insists Americans shouldn't believe their lying bank accounts amid 'strong growth and low unemployment,' guess who's actually been benefiting? (Regular ZeroHedge readers already know) You guessed it - 'the controlled influx of immigrants into the US across the southern border,' as Trend Macrolytics...
EVs Twice As Likely To Hit Pedestrians As Gasoline Vehicles
27.05.2024, 12:40 Uhr. ZeroHedge News - https: - EVs Twice As Likely To Hit Pedestrians As Gasoline Vehicles Authored by Alex Kimani via OilPrice.com, The London School of Hygiene and Tropical Medicine has found that pedestrians are twice as likely to be hit by an electric or hybrid car than by a gasoline- or diesel-powered vehicle. The scientists have hypothesized that the relatively quiet operations...
House Republicans Take Aim At Biden Energy Policies, Vow To Install "Different Vision" In 2025
25.05.2024, 00:20 Uhr. ZeroHedge News - https: - House Republicans Take Aim At Biden Energy Policies, Vow To Install "Different Vision" In 2025 Authored by John Haughey via The Epoch Times, The Republican-led House Oversight and Accountability Committee staged its 15th review in the last 15 months of the Biden administration’s energy policies during a two-hour May 23 hearing that Democrats say was...
Trump Says Bronx Residents Being Left Behind By Biden Policies During Raucous NYC Campaign Rally
24.05.2024, 16:45 Uhr. ZeroHedge News - https: - Trump Says Bronx Residents Being Left Behind By Biden Policies During Raucous NYC Campaign Rally Former President Donald Trump took aim at President Joe Biden over a range of issues while vowing to turn New York City around “very quickly” at a rally in the South Bronx on Thursday. President Trump made the comments in front of a crowd estimated at...
Political Shellshocks Loom For Markets
23.05.2024, 17:40 Uhr. ZeroHedge News - https: - Political Shellshocks Loom For Markets By Michael Every of Rabobank Shellshock Yesterday, the RBNZ held hawkishly and talked about a rate hike, with no cuts seen until end-2025. The UK’s inflation numbers were awful both headline and core, with services CPI at around 6%: yet the BOE evidently wants to cut rates as soon as it can. Then the Fed minutes...
'Unified Reich' Hoax One Of The Most Blatantly Dishonest Attacks On Trump Yet
23.05.2024, 17:10 Uhr. ZeroHedge News - https: - 'Unified Reich' Hoax One Of The Most Blatantly Dishonest Attacks On Trump Yet With a brand new set of polls showing Donald Trump leading in six of seven swing states, establishment media has stooped to new levels of transparent dishonesty in a desperate effort to derail his campaign. The latest example? An all-out hoax that had major outlets telling...
The Copper Bull: Speculation Vs. Fundamentals
23.05.2024, 14:47 Uhr. ZeroHedge News - https: - The Copper Bull: Speculation Vs. Fundamentals Via SchiffGold.com, Copper has gone mad: Liquidated shorts from a flood of speculators, an AI bubble, a supply crisis, and a renewable energy craze have all combined with high global inflation to recently send it to historic all-time highs. While I believe there will be major corrections as some of these...
The Incoming Commercial Real Estate Crisis No One Seems Prepared For
23.05.2024, 13:20 Uhr. ZeroHedge News - https: - The Incoming Commercial Real Estate Crisis No One Seems Prepared For Authored by Kevin Stocklin via The Epoch Times (emphasis ours), It has been a year since a string of U.S. regional bank failures, together with the collapse of global heavyweight Credit Suisse, caused many to fear that a major financial crisis was imminent. (Illustration by The Epoch...
AI Data Centers And EVs Create Incredible Opportunities
22.05.2024, 15:45 Uhr. ZeroHedge News - https: - AI Data Centers And EVs Create Incredible Opportunities Authored by Michael Lebowitz via RealInvestmentAdvice.com, Some winners from the artificial intelligence (AI) and electric vehicles (EV) boom are easy to spot. For instance, shares of Nvidia, Microsoft, Tesla, and other companies have posted significant gains, anticipating a surge in future revenue...
Mainstream Finally Gets It... The AI Investment Play Isn't Tech, It's Energy
21.05.2024, 16:05 Uhr. ZeroHedge News - https: - Mainstream Finally Gets It... The AI Investment Play Isn't Tech, It's Energy Almost two months ago, we highlighted what we called at the time 'The Next AI Trade' - that in fact it is not the tech itself, but the electrical power required to run the tech that is the limiting factor on the growth of AI (and Data Center) expansion. These pages have been...
Historic Trucking Rate Disparity Could Cripple Service In Late 2024
21.05.2024, 03:40 Uhr. ZeroHedge News - https: - Historic Trucking Rate Disparity Could Cripple Service In Late 2024 By Zach Strickland of FreightWaves Truckload contract rates continue to show strong elevation in relation to spot rates excluding estimated fuel costs above $1.20 a gallon. This historic spread — currently about 30% versus about 12% in 2019 — suggests there is an extraordinary amount...
"We've Had A Hell Of A Run": Stanley Druckenmiller Sells 441,000 Shares Of Nvidia
16.05.2024, 21:25 Uhr. ZeroHedge News - https: - "We've Had A Hell Of A Run": Stanley Druckenmiller Sells 441,000 Shares Of Nvidia Billionaire investor Stanley Druckenmiller, head of the Duquesne Family Office, sees the artificial intelligence bubble as overextended. He has slashed some of his holdings in "Magnificent Seven" technology stocks, including Nvidia. He's not alone. Other notable fund...
Goldman Finds Commercial Power Demand In Virginia Explodes Higher As 'Next AI Trade' Soars
15.05.2024, 00:41 Uhr. ZeroHedge News - https: - Goldman Finds Commercial Power Demand In Virginia Explodes Higher As 'Next AI Trade' Soars All eyes are on the powering-up America theme as the surge in artificial intelligence sparks a nationwide boom in data center building. The urgent need to overhaul the nation's power grid to meet the skyrocketing demand for electricity is now front and center...
Entrepreneurs Face Major Headwinds Due To Big Government Policies
14.05.2024, 17:20 Uhr. ZeroHedge News - https: - Entrepreneurs Face Major Headwinds Due To Big Government Policies Authored by Alfredo Ortiz via RealClearPolicy, The specter of stagflation has returned. On April 25th, The Bureau of Economic Analysis announced that GDP only grew by 1.6% in the first quarter of this year, well below expectations. Consumer spending on goods actually declined in...
What's The Inflation Rate Under Biden Vs 7 Previous Presidents?
13.05.2024, 21:31 Uhr. ZeroHedge News - https: - What's The Inflation Rate Under Biden Vs 7 Previous Presidents? Authored by Mike Shedlock via MishTalk.com, Voters seem angry about inflation despite economists telling us how great things are. A few pictures explain. Why Biden Is Losing on the Economy The Wall Street Journal comments on Why Biden Is Losing on the Economy Democrats and the press keep...
The Land Of The Setting Sun: The Currency Crisis Of Japan Has Just Started
12.05.2024, 01:51 Uhr. ZeroHedge News - https: - The Land Of The Setting Sun: The Currency Crisis Of Japan Has Just Started By Tuomas Malinen of The MT Malinen substack On Tuesday, we shortly commented the flash crash and the (assisted) recovery of the Japanese Yen between Friday and Monday, 26-29 April, on the GnS Economic’s Deprcon Outlook. In this entry, I will detail the reasons behind the crash...
Why We Are At The Start Of A Multi-Year Gold Bull Market
11.05.2024, 15:30 Uhr. ZeroHedge News - https: - Why We Are At The Start Of A Multi-Year Gold Bull Market By Jan Nieuwenhuijs of Gainesvillecoins.com Recently the dollar gold price aggressively broke a multiyear resistance level on the back of escalating wars, worrying asset bubbles, and sticky inflation. Long term indicators show gold is undervalued under these circumstances and can easily double...
Creditors Of Bankrupt FTX To Receive As Much As 142% Of What They Are Owed
09.05.2024, 23:23 Uhr. GreatGameIndia - https: - FTX’s bankruptcy is yielding an unexpected outcome and creditors could receive up to 142% of what they are owed. This remarkable recovery is due to FTX’s asset liquidation and the recent cryptocurrency boom. When the cryptocurrency market was experiencing a massive comeback in March, we made a joke about the creditors of Sam Bankman-Fried’s...
To Prevent A Banking Crisis, The Fed Must Cut; But...
09.05.2024, 16:40 Uhr. ZeroHedge News - https: - To Prevent A Banking Crisis, The Fed Must Cut; But... Via SchiffGold.com, In 2009, 140 banks failed, and a recent report from financial consulting firm Klaros Group says that hundreds of banks are at risk of going under this year. It’s being billed mostly as a danger for individuals and communities than for the broader economy, but for stressed...
Revenge Travel Peaked? Airbnb Pukes On Travel Spending Slowdown Forecast
09.05.2024, 15:42 Uhr. ZeroHedge News - https: - Revenge Travel Peaked? Airbnb Pukes On Travel Spending Slowdown Forecast Shares of Airbnb stumbled in premarket trading in New York on Thursday after the home rental company beat earnings expectations for the first quarter but provided weaker-than-expected guidance. This comes after Bank of America analysts identified other travel companies missing...
Sam Altman-Backed Nuclear Company Wins Shareholder Approval For NYSE Listing
08.05.2024, 17:08 Uhr. ZeroHedge News - https: - Sam Altman-Backed Nuclear Company Wins Shareholder Approval For NYSE Listing Sam Altman, CEO of Open AI and the man who's name has basically become synonymous with AI, has won investor approval for his latest project, nuclear company Oklo, which is set to list on the NYSE Friday via a SPAC . The company, which trades as ALCC until then will debut under...
A Warning For Washington From The 'Breakdown Nations'
08.05.2024, 13:21 Uhr. ZeroHedge News - https: - A Warning For Washington From The 'Breakdown Nations' Authored by Ruchir Sharma via FT, At a time when two big economies, the US and India, are attracting a lot of hype for their enduring strength, it is worth looking at nations that not too long ago were billed as star performers but are now breaking down. All are among the world’s 50 largest economies...
"Oooh! Rate Cuts!" vs. "Oh! Not Rate Cuts"
07.05.2024, 17:46 Uhr. ZeroHedge News - https: - "Oooh! Rate Cuts!" vs. "Oh! Not Rate Cuts" By Michael Every of Rabobank "Oooh! Rate Cuts!" vs. "Oh! Not Rate Cuts" Markets are their own happy story this morning as “Oooh! Rate cuts!” is again the meme du jour. But back in the real world it’s “Oh! Not rate cuts.” Yemen’s Houthis say they can now hit the Eastern Mediterranean as well as the...
Where Unsold EVs Go To Die: Belgium's Ports Drowning Under Glut Of Chinese Imports
06.05.2024, 16:43 Uhr. ZeroHedge News - https: - Where Unsold EVs Go To Die: Belgium's Ports Drowning Under Glut Of Chinese Imports Ten years ago this week, we posted one of out most viral stories, highlighting the over-capacity in the auto industry: "Where the World's Unsold Cars Go To Die," which highlighted the 'endgame' of automakers' 'channel stuffing' efforts to disguise the sudden lack of...
Biden's New Carbon Capture Mandates Will Cause Blackouts, Increases Prices
06.05.2024, 08:00 Uhr. ZeroHedge News - https: - Biden's New Carbon Capture Mandates Will Cause Blackouts, Increases Prices By Mish Shedlock of MishTalk The lie of the day is from the EPA: Carbon capture will pay for itself (thanks to IRA subsidies). No, it won’t even with subsidies. Expect blackouts and a higher price for electricity. Suite of Standards to Raise Costs, Reduce Output Let’s take...
The Interlocking Of Strategic Paradigms
05.05.2024, 05:20 Uhr. ZeroHedge News - https: - The Interlocking Of Strategic Paradigms Authored by Alastair Crooke via the Ron Paul Institute, Theodore Postol, Professor of Science, Technology and National Security Policy at MIT, has provided a forensic analysis of the videos and evidence emerging from Iran’s 13th April swarm drone and missile ‘demonstration’ attack into Israel: A ‘message’...
A Question To Challenge The Deflationary Mindset
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - A Question To Challenge The Deflationary Mindset Authored by Louis-Vincent Gave via Gavekal Research blog, The rise in US treasury yields this year initially caused the usual casualties: the yen, won, euro, and British pound. From exchange rates, it seems that the US interest rate wrecking ball is now wreaking destruction among richly-valued technology...
Are The 'Magnificent' Stocks Now Unbeatable?
03.05.2024, 06:03 Uhr. ZeroHedge News - https: - Are The 'Magnificent' Stocks Now Unbeatable? Authored by Simon White, Bloomberg macro strategist, The largest firms in the US are unsurpassably pulling ahead of their smaller rivals by earning more, investing more, holding more cash and buying back more of their stock. The bull market is thus likely to remain historically lackluster and less...
Unit Labor Costs Soar In Q1 As 'AI Productivity Boom' Fails To Show Up
02.05.2024, 15:08 Uhr. ZeroHedge News - https: - Unit Labor Costs Soar In Q1 As 'AI Productivity Boom' Fails To Show Up Remember how AI was going to save the world, give us all more leisure time because of its massive boost to productivity? Well, in Q1 in the US... it failed to show up as non-farm productivity - or nonfarm employee output per hour - rose at a measly 0.3% annualized rate after an...
It's The End Of The Foreign Exchange Reserves As We Know It... Don't Feel Fine About It
01.05.2024, 12:30 Uhr. ZeroHedge News - https: - It's The End Of The Foreign Exchange Reserves As We Know It... Don't Feel Fine About It Authored by Tom Luongo via Gold, Goats, 'n Guns blog, “Birthday party, cheesecake, jelly bean, Boom!” — R.E.M. The world we’ve known is over. The US Congress finally pushed the big red button. When the West froze around $300 billion of Russia’s foreign...
"Our Enemy, The Fed"
26.04.2024, 13:21 Uhr. ZeroHedge News - https: - "Our Enemy, The Fed" Authored by George Ford Smith via The Mises Institute, The first thing to know about Dr. Thomas E. Woods, Jr.’s’ book Our Enemy, the Fed is he’s giving it away. Click the link, get your copy and read the whole book. Clearly, such intellectual charity is not only rare but in the educational spirit of Mises.org. The subject...
Google Soars To Record After Smashing Estimates, Launches $70 Billion Buyback And Starts Paying Dividend
25.04.2024, 22:32 Uhr. ZeroHedge News - https: - Google Soars To Record After Smashing Estimates, Launches $70 Billion Buyback And Starts Paying Dividend After the first two Mag7 companies were a study in market paradoxes, when TSLA missed across the board and soared (after guiding much better than expected) and META beat across the board but plunged (after guiding weaker than expected while boosting...
The Next Global Hegemon Has To Be Even Larger Than The US
24.04.2024, 22:24 Uhr. ZeroHedge News - https: - The Next Global Hegemon Has To Be Even Larger Than The US By Michael Every of Rabobank "Where it will end is very much up for grabs." Yesterday’s manufacturing PMIs shouted “stagflation”, even if some heard “rate cuts”. German manufacturing was 42.2, French 44.9, and Eurozone 45.6, as services were 53.3, 50.5, and 52.9 - but Europe must now...