Oriental Trader warns Micron Technology (NASDAQ:MU) investors not to wait for the memory boom to end given its low forward P/E near 5.
AI agents exploiting NSA-cited PHP vulnerabilities in October 2026 threaten to temporarily cease internet function.
Torsten Slok argues AI hype lacks corporate payoffs, citing a 26% worker expectation gap against 59% reality.
Global PC shipments dropped 21% year-over-year in the third quarter due to rising memory prices delaying replacements.
Joseph Busby argues that war between the US and Iran has driven up global prices not just through supply and demand, but via a "hidden cost" of war insurance. He cites a 48% rise in US gasoline prices and a 34% rise in EU diesel as evidence. Busby details how war insurance for supertankers surged from roughly 0.25% of a ship's value to 7.5–10%, increasing costs per barrel from 20 cents to $7–$8. He attributes this to conflicting control claims over the Strait of Hormuz by Iran's Persian Gulf Strait Authority and the US, which prevent insurers from pricing risk normally. He further supports this by noting that reinsurance markets, which set renewal rates annually, faced a "major disruption" in January 2023 due to Hurricane Ian and the Russia-Ukraine war, leading to a 37% global price hike and forcing firms to limit coverage.
Joshua Saxe argues losses aren't worse because 720,000 low-skill criminals, mostly in call centers, drive the economy.
Robin Wigglesworth, editor of FT Alphaville, argues the bond market is the global economy's engine in his book "A Fabulous Debt.
Thomas Drechsel and Dali Tsakadze analyze over 20,000 calendar entries showing all three Fed Chairs spent more than 30% of meetings with staff.
