The vulnerability of subsea infrastructure is now exposed. The impact on offshore wind and renewables generally is already being felt. Can we ignore it? Back in July, I warned you that a Submarine Cable War was already raging beneath the waves. And its biggest victim would be renewable energy. I hope you dumped your green…
‘You only find out who is swimming naked when the tide goes out.’ — Warren Buffett There’s a risk event building. Last week, a private credit giant permanently halted redemptions from one of its retail-facing funds and began liquidating it. Blue Owl Capital had offered quarterly redemptions since 2017. Now investors are being told: you’re…
Morning News: August 20, 2024 Global Trade Needs a China Alternative. India Needs Better Ports. A Criminals’ Paradise Is Emerging in the Heart of Southeast Asia China Unleashes Rapid Drop in New-Home Prices With Relaxed Curbs Turkey Extends Rate Pause, Shifts Emphasis to Price Expectations PwC Loses Major Client Bank of China Amid Regulatory Probe…
by Calculated Risk on 12/05/2025 04:20:00 PM From the Association of American Railroads (AAR) AAR Data Center. Graph and excerpts reprinted with permission. Continued Economic Uncertainty Reflected in Rail Volumes…In November 2025, total U.S. rail carloads were up 1.5% over November 2024, and 9 of the 20 major rail carload categories posted year-over-year gains. ……
Solid Start to the Week: Things went pretty well for us on Monday to kick off the fresh trading week. We put up a slate of four potential options plays in our premarket report and while they didn’t see the type of volatility we typically prefer, each and every one did manage a notable intraday rise during Monday’s session….
I held but got out of them earlier this year after a small capital gain and very little movement in their share price. I haven’t looked any further into them, but for some reason they are not attractive to any of the big boys despite being reviewed regularly in the fin review and smart investor…