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We explore whether the clandestine war with Russia is escalating. We see how the UK elections turned out and Nigel Farage speaking truth and getting elected despite the media's best intentions. Tractor Supply reverses course on its wokeness. The Florida housing market is flashing trouble ahead, Waymo cars are driving into traffic and freaking out, and hydrocarbons are still way way way more popular than wind and solar.
AI's story has more holes in it that Swiss Cheese, it has more confusion than Joey B, and it tells more whoppers than Donny T. they should rebrand as AT, artificial truth.
Today we discuss the increasingly fragile society we live in from Biden's mental state to the uprisings in Bolivia to Kenya. Financial fragility is all around us as car dealerships, bondholders, and banks are all starting to accept reality. Things aren't quite what they seem.
Today we pause to enjoy Nvidia. We marvel at its stunning climb from making video game chips for boys in basements to leaving your mark on mammaries around the world.
Europe is turning right, the friendly skies are becoming more unfriendly, and there is about to be a premium on power. Meanwhile we have more EV bankruptcies, now that yields are lower people are buying bonds, and being nice is in.
Traditions teach, but they can also work against us. It's time to dive into some history.
It is Fed Week and we follow what the Fed is doing. America's youth get served, and it turns out the government statistics aren't always accurate. Surprises are just around the corner.
Today we investigate the European elections right turn and wonder why they are in such a hurry to have elections.
American rhetoric continues to push us closer to military conflict. Anthony Fauci goes to Washington, and the decision to run Joe Biden as a presidential candidate gets more suspect by the day. Barry Sternlicht again looks out for numero uno, restaurants continue to flounder, and a beloved delicacy is threatened by falling profit margins, but Jensen Huang has buoyant margins and even put his name on some buoyancy this week as well.
We discuss false assumptions, especially ones made in politics in this upcoming season.
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