Solar Stocks Surge As Energy Shock Revives Renewables Trade Goldman analyst Adam Wijaya asked clients whether this year’s surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return […]
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“Price Collapse” Hits Memory Sticks As Hoarded Inventory Floods Market After Google’s DeepSeek Moment Following our “Google’s DeepSeek Moment” report last week, which detailed how TurboQuant, a compression algorithm for large language models and vector search engines, could sharply reduce AI memory requirements and sparked a selloff in top memory stocks, a Taiwanese financial outlet is now
Job Openings Drop After Huge Upward Revision As Hires, Quits Unexpectedly Plunge To Six Year Low A few weeks ago, the BLS reported that January job openings unexpectedly soared by 400K, the biggest increase since November 2024, to 6.946MM, the highest since last October. Well, it turns out the jump was even higher than that
Army Reviews Helicopter Flights Near Kid Rock’s Home, Anti-Trump Protests Authored by Kimberly Hayek via The Epoch Times (emphasis ours), The U.S. Army has opened an administrative review of two AH-64 Apache helicopters that flew low near musician Kid Rock’s home and above an anti-Trump protest in Nashville over the weekend. Two AH-64 Apache attack
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Conference Board Confidence Unexpectedly Jumped Amid War In March Despite war (and rising gas prices) now on respondents’ minds (the survey period for preliminary results was March 1 to 24), it is perhaps surprising that The Conference Board’s Consumer Confidence rose more than expected in March (from 91.0 to 91.8), considerably better than the 87.9
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No THAC0 Tuesday By Michael Every of Rabobank No TACO And No THAC0 The Global Daily yesterday noted lots of reasons to worry about this Gulf War 3 – today there are far more. However, as made clear since the start of this crisis, there is no way to say, “This is silly,” or to
Negative Equity Leaves 30% Of Car-Buyers Underwater On Trade‑Ins Authored by Andrew Moran via The Epoch Times, Almost one-third of American car buyers with a trade-in owe more than the vehicle is worth, new industry data show. About 30.5 percent of buyers trading in a car toward a new vehicle maintained negative equity, according to
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Putin Winning, Ukraine’s Position Weakened, From Prolonged Iran War: Zelensky Ukrainian President Volodymyr Zelensky has warned that a prolonged Iran war will be a net win for Moscow – and a significant setback for Kyiv. Speaking to Axios, he said bluntly: “I am sure Russia wants long war. They have benefits: The US is focusing
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Despite Tumbling Rates, US Home Price Acceleration Slowed In January US home price acceleration slowed significantly in January (according to the always lagged and smoothed Case-Shiller indices). After rising 0.50% MoM in December, the price of homes in America’s to 20 cities rose just 0.16% MoM in January (the lowest MoM rise since August and
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Futures Jump On Hopes Of War De-escalation, Korea Enters Bear Market On Memory Rout Futures are higher on a WSJ report that Trump is considering exiting the middle east conflict even if the Strait of Hormuz is not reopened; but the market is deciding whether this is a genuine intent to leave or another feint
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