Wednesday, November 26, 2025

Coffee Break: Nvidia’s Narrative Breaking Down?

Nvidia’s narrative is being battered by mega-bears, defended by the most credulous bulls, and undermined by trade wars and a major new competitor.

Quelle Surprise! Companies With Market Power Drive Inflation

Corporate concentration does not just make inflation worse. A new study finds it plays a lead role.

Links 11/26/2025

TurkStream Is in Washington and Brussels’ Crosshairs, But Math to Replace the Russian Gas Doesn’t Add Up

The latest stop on the natural gas magical mystery tour: Greece, with its imports of American LNG, is declared a “gas hub” that’s going to save Ukraine this winter—and make up for southeastern Europe’s lost TurkStream supply in the future.

Will MTG’s Resignation Trigger Other Republican Exits, Ending House Majority Before Midterms?

Rumor has it that some Republican House members are as fed up as MTG was and are also considering resigning.

U.S. Dams, Levees, Stormwater, and Wastewater Systems Get D To D+ Grades, Need Almost $1 Trillion in Upgrades

On the dangerously sorry state of US dams, levees, and other water control systems, now more flood-exposed than ever.

Coffee Break: Armed Madhouse – RAND Alarms the China Hawks

In late 2025, a major RAND Corporation study on U.S.–China strategy was quietly withdrawn from public view less than two weeks after publication. The unusual disappearance suggests an internal struggle over whether the United States should escalate rivalry with China or first rebuild its own industrial and technological base. The RAND report’s realism posed a challenge to the prevailing hawkish narrative.

Flock Camera Vulnerability: It’s Worse Than You Think

More on why Flock surveillance cameras are insecure and unreliable. Pass the information on to local officials.

Links 11/25/2025

Former MI6 Chief Warns of the Security Risks of the UK Government’s Proposed Digital Identity System

“When you aggregate data into one massive base, of course it immediately becomes a target for the country’s enemies.”

AI Hyperscalers Crash the Grid as Big Tech Becomes a Power Trader

Enron’s success in gaming power prices suggests that there’s reason to worry about AI hyperscalers aselectricity traders

Even the Wall Street Journal’s Editors Have Had It With RFK, Jr.’s Anti-Vax Con Job

Even the Wall Street Journal has had it with RFK Jr. as he doubles down on lies to Congress , his campaign against vaccines, and corruption

Coffee Break: Flailing OpenAI Follows Meta’s Malignant Model

OpenAI may be following Meta’s malignant model by putting profits before user safety while hyping ambitious expansion plans.

“From ‘Mail-Order Brides’ to ‘Passport Bros,’ the International Dating Industry Often Sells Traditional Gender Roles”

A weird glamorization of sexpattery as “international dating”.

Links 11/24/2025