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01.02.26 - 22:12
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Lutnick Too? New Epstein Files Reveal Trip To Pedo Island After He Said He Cut Ties (ZeroHedge)
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Lutnick Too? New Epstein Files Reveal Trip To Pedo Island After He Said He Cut Ties
We're gonna need a bigger cork board.
As far as massive distractions go, the latest Epstein files release seems to be all anyone is talking about. Not only do they mix random and salacious claims called into the FBI tip line (which could have been lodged by anyone for any reason - so you should assign low value to those), there are tons of new, high-value details - largely exposing people for lying about their relationship with Epstein.
Related:
Latest Epstein Release Catches Goldman's Top Lawyer In Massive Lie
Latest Epstein Emails Reveal Bill Gates Slipped Wife Antibiotics For STD He Got From Russian Hookers
Palmer Luckey One-Shots Jason Calacanis Over Epstein Ties
Other claims have been debunked, such as Elon Musk's 'Epstein Island Vacation' email which is found nowhere in the actual release.
We've also got a crazy two-hour interview between Epstein and Steve Bannon recorded months befor...
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31.01.26 - 22:18
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Latest Epstein Release Catches Goldman′s Top Lawyer In Massive Lie (ZeroHedge)
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Latest Epstein Release Catches Goldman's Top Lawyer In Massive Lie
Earlier this month the Wall Street Journal reported that there was an internal debate at Goldman Sachs over whether to get rid of General Counsel Kathryn Ruemmler over her relationship with Jeffrey Epstein.
Kathryn Ruemmler, Jeffrey Epstein
Ruemmler, a former White House attorney for Obama, told Goldman execs when they hired her in April 2020 that the relationship was purely professional - yet it would later become public that she not only met with Epstein dozens of times and exchanged friendly emails for years, she was listed as an executor of Epstein's will as recently as Jan. 18, 2019 - which had been removed before he died in prison on Aug. 10 of that year.
She also denied having ever helped Epstein with PR, telling the outlet "I did not advocate on his behalf to any third party—not to a court, not to the press, not to the government."
Turns out that was a total lie.
On Friday, the DOJ released ove...
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30.01.26 - 01:33
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"Do It Now": Industry Insiders Urge Consumers To Front-Run PC, TV, Smartphone Purchases As ′Memory Crunch′ Will Intensify (ZeroHedge)
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"Do It Now": Industry Insiders Urge Consumers To Front-Run PC, TV, Smartphone Purchases As 'Memory Crunch' Will Intensify
A global shortage of high-bandwidth memory (HBM) has emerged in recent months, and some of the first casualties of the "great memory crunch" were flagged by Goldman in December, starting with consumer electronics companies such as Nintendo.
The list of victims has continued to expand. Last week, we noted that smartphones, PCs, and other consumer electronics dependent on HBM were set to come under pressure. Goldman then followed with another note, warning that it had slashed global PC shipment forecasts due to soaring memory prices. Now the list of victims is expanding yet again, and we suspect this memory price shock will persist through the year.
Bloomberg Opinion's US technology columnist Dave Lee opined that, "One frustrating characteristic of the AI boom seems to be that everyone must pay for it, regardless of any interest in using it. For s...
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29.01.26 - 18:54
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Goldman Says "Good Opportunity To Buy Dip" In Obesity Drug Stocks (ZeroHedge)
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Goldman Says "Good Opportunity To Buy Dip" In Obesity Drug Stocks
Novo Nordisk shares in Europe appear to be forming a base after a 5.5-month bottoming process, following a mid-2024 peak and a subsequent 71% collapse.
Goldman analyst Faris Mourad is telling clients this week that "obesity drugs narrative sentiment is on the rise" and "it's an opportunity to buy the dip."
Mourad explained:
The relative performance of the Obesity Drugs basket (GSHLCBMI) to the S&P 500 (SPX) is lagging its narrative sentiment. The basket is down -2 standard deviations today and we think it's a good opportunity to buy the dip.
We flagged the obesity drug theme yesterday: We like going long our global obesity drugs basket (GSHLCBMI) since it provides exposure to the leading companies (LLY and NVO) as well as potential emerging leaders in this space: market is moving beyond the dominance of a few key players, with new entrants and diverse therapeutic approaches intensifying competition. Large pharmaceutical compan...
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29.01.26 - 16:31
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Ab nach China (Handelszeitung)
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Ex-Goldman-Sachs-Banker Dominik Ess unterstützt Schweizer KMU beim Sprung nach Osten. Für Schweizer Exporteure war die US-Politik ein Weckruf....
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29.01.26 - 08:24
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Manchester Shows What UK Economic Revival Can Look Like (Bloomberg)
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“They just thought it was a bunch of cocky Mancunians talking bullshit,” says Jim O'Neill, the former Treasury minister and Goldman Sachs chief economist. “But the more time goes on and the more the evidence becomes clear, they're like, 'Oh my God.'”O'Neill is talking about Greater Manchester, whose economy has been growing at twice the UK's national rate. It's attracted the highest foreign direct investment outside the capital, drawing global companies like IBM, Booking.com, Klarna, Bosch, Roku...
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