12/19/2025
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Goldman Turns “Incrementally Cautious” On Nike As China Sales Plunge
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Nike shares tumbled the most in eight months in premarket trading in New York
after a mixed third quarter, reigniting concerns that turnaround efforts are
being slowed by soft demand trends in China and ongoing problems at Converse.
North America was a bright spot in second-quarter earnings. Citi analyst Paul
Lejuez noted that product liquidations […]
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All The Dominant Models Are Collapsing
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Authored by Charles Hugh Smith via OfTwoMinds blog, Every nation is operating
on models that are collapsing without those at the controls being aware that
the implicit assumptions of their models no longer map reality. A recent
article lays out the collapse of the dominant geopolitical model of “rising
powers generate conflict”: The Stagnant Order And […]
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Trump Halts Diversity Green Card Lottery After Brown, MIT Shootings Trace To
Non-Citizen
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President Trump ordered the suspension of the U.S. green card diversity
lottery after federal investigators said the suspect in the Brown University
shooting and the killing of an MIT nuclear scientist was a non-citizen who
entered the country through the program. Homeland Security Secretary Kristi
Noem wrote in an X post late Thursday that, at […]
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Climate Change Weekly # 566— Big Banks No Longer Bound by Federal Climate
Accounting Rules
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IN THIS ISSUE: Big Banks No Longer Bound by Federal Climate Accounting Rules
Democrat-Run States Have Higher Energy Costs An Alternative Causal Mechanism
for Climate Change Proposed Big Banks No Longer Bound by Federal Climate
Accounting Rules In another big move against climate alarmism under the Trump
administration, quietly on October 16, the Federal Reserve, […]
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Did the Islamic State Ever Go Away?
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As TMD reported back in July 2024, the first Trump administration was under
the impression that the Islamic State’s power had waned. In March 2019, a
U.S.-backed coalition declared “mission accomplished” in the campaign to retake
territory controlled by the Islamic State in Iraq and Syria (ISIS). Soon after,
then-President Donald Trump withdrew American troops […]
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