10/09/2025
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Ferrari Shares Crash Most On Record After 2030 Outlook Disappoints
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Shares of Ferrari NV crashed 16% in Milan trading, marking the biggest
intraday decline since 2016, after the exotic carmaker delivered a cautious
long-term outlook that fell short of Wall Street expectations. Analysts,
including Tom Narayan’s team at RBC Capital Markets, said Ferrari’s updated
2030 guidance came in below consensus estimates. The cautious forecast comes […]
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Bank Of England Warns AI Valuations “Stretched” As Potential Data Center
“Bottlenecks” Could Spark “Sharp Corrections”
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By now, readers have grasped, through several notes, how the AI bubble is
inflating, primarily driven by the “circle jerk” vendor-financing scheme at the
heart of the system. As for its scale, we noted last night that the AI bubble
has morphed into a debt bubble as well, quietly surpassing the entire banking
sector to become the […]
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Surprising Surge: Trucking Spot Market Rates Climb Overnight
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By Craig Fuller, CEO of FreightWaves There’s something happening hereWhat it
is ain’t exactly clearThere’s a man with a gun over thereA-telling me I got to
beware That’s the song that’s playing in my head as I try to make sense of what
I’m seeing in the freight market. The spot market heat map in […]
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Macron Will Name New Prime Minister, Averting Snap Election & Further
Political Turmoil
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What a wild week it’s been for French politics. Let’s dive right into the
latest development: overnight news that President Emmanuel Macron will appoint
a new prime minister by Friday evening, avoiding (for now) a snap election that
could spark even more political turmoil. UBS analyst Aditi Samajpati updated
clients with the latest: French President Emmanuel […]
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UK’s Green Party Demands Abolition Of Private Landlords
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Authored by Jonathan Turley, On Sunday, the Green Party in the United Kingdom
voted to “abolish” private landlords in a move that reaffirms the party as a
largely socialist movement. For some environmentalists, it is a sad hijacking
of a cause by far-left elements that moves it away from its original
environmental priorities. The motion passed […]
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