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Kudlow: "I want the free market to decide." Guest: "Sure, as long as it doesn't make the wrong decision."

Well, not quite, but it's a related question around the vicinity of that topic: that is, whether the US delayed a Japanese attempt to transmit a DOW, in order to then denounce the sneak attack. I admit lack of expertise but a brief search yielded (1) no positive evidence of a US-engineered...

Can you provide more detail on this? I wasn't immediately able to confirm. It seems from what I was able to easily find that the US was able to decipher the intercepted message before the ambassador was able to deliver it (lol), but my sources did not specify that this was due to US delays...

The bottleneck for getting North American natural gas to Europe isn't the production, it's the Atlantic. No pipelines and not enough ships and terminals, yet.

Tractors? This is serious. We have seen what they are capable of in war.

There is no need to advertise your shame, but it is kind of you to do us the favor.

I wouldn't think a javelin could take out a tanker.

This is a fundamental misunderstanding. Ukraine is winning because of all the foreign weapons and money (as well as its own well-trained and determined military forces). If not for the logistical support I have little doubt that Russia could have overrrun Ukrainian defenses (at much greater cost...

I wasn't aware you thought the Trump and Biden administrations were both taking us in a completely wrong direction. I meant Russia, as opposed to (paraphrased) "schizophrenically changing direction every four years" per Arch Dornan i.e. USA. So to be clear, do you think that there's no...

Well, if the alternative is a government that's going one direction, straight to hell...

I was under the impression that the Russian manufacturer was only doing 65nm in the lab as of 2020, not actually producing it commercially, but I was not able to find out that much about it, so if you know for sure they were actually doing 65nm in meaningful quantities (vs. 90nm) I'd love to...

No, there are probably some people in Russia that are actually fooled. ... and even outside it.

Good news for my retirement grease.

Pozsar's letter is an interesting read, I'll admit. Dalio's been saying that for a while.

I can definitely trust the "Financial Repression Authority" to have a sober analysis free of motivated reasoning.

Well, there's trying to predict the results of the election, and there's trying to predict the result of those results. I'm not even interested in trying, there. Not before the middle step is passed.

Eh, it depends on how big a wave they're predicting. The party not in the White House usually gains seats in the House and almost any gain would give Republicans control. The catch is that this cycle is so damn weird and there are so many indicators pulling in different directions. I personally...

Well, it's not exactly a long term solution, but there is an overabundance of deer in the northeast and midwest where a lot of the big population centers are. And the problem is short term.

Sounds like the underinvestment variant of Tragedy of the Commons. I'm not sure it's real, but with a country this big there's bound to be someone who says the thing you're not supposed to say. TBH the part that makes me more suspicious is the supposed timeline of "Boss sends the thing ->...

Easy, if people don't trust the ruble, they will be desperate to convert their rubles into not-rubles. Stocks qualify as long as they don't mistrust the stocks even more.