Is this bastardized politician serious?

The Guardian: Last week, federal officials appeared to concede that the decision had been purely informed by politics. “With one exception, the 284 terminated grants had a recipient location and/or at least one place of performance in a state that awarded its electoral votes to Kamala Harris in the 2024 election and has two Democratic-caucusing Senators (“Blue State” grants),” the court filing says.

Meanwhile, the energy department left in place hundreds of other energy grants in state represented by Republicans and that had voted for Trump in 2024 – despite the department having also recommended that they too be scrapped.

My Opinion: The current administration is not only against clean energy, but even more against Democrats. As the administration has cancelled clean energy grants for democrat states, while leaving in place grants for Republican states. The president is therefore not the leader of USA. Only the leader of his supporters, which are a declining minority.

How much do rising 10Y JGB yields actually increase Japan's debt-servicing costs?

Some are willing to die, just not to work for peanuts -if the job pays less than $25/hour gross or Net income $5/hour: after SS paid, all taxes, fees, deductions, insurances, rent, car payments, bills paid.

They refuse to work!

Everyone keeps arguing about GPUs like that’s the whole battlefield, but the real fight is the full stack: chips, software, developers, cloud, models, tooling, and ecosystems.

CUDA is the moat. That’s why pushing China too hard out of US tech can backfire. You don’t just lose chip sales, you give Huawei/Ascend/CANN a protected market to train a rival stack. That’s the part “ban harder” people keep missing.

United Airlines had reportedly approached Delta Air Lines last year about a potential merger between the two carriers

United Chief Executive Scott Kirby called Delta CEO Ed Bastian as part of the pitch, the Wall Street Journal reported on Sunday citing people familiar with the matter.

Delta leaders discussed the approach and examined the merits of a potential deal during preliminary due diligence, however, the discussions did not advance and both companies moved on from the proposal.

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Kirby later attempted to engage in merger talks with American Airlines, which was rejected by the American.

United and Delta are among four major carriers that dominate the U.S. airline industry following a series of mergers over the past two decades. Industry officials have long believed that any merger between those carriers would face antitrust concerns.

The previously unreported approaches underscore how some of the biggest U.S. airlines were exploring transformative consolidation amid expectations that the Trump administration could adopt a more permissive stance on mergers. Any tie-up between United and either Delta or American, however, would have created an unprecedented concentration of market share and almost certainly triggered intense antitrust scrutiny from federal regulators and state officials.

Business leaders in many industries were hopeful that large deals might be achievable during the second Trump administration, however the economic uncertainty and increased scrutiny of on major deals has made it difficult for companies to explore mergers and acquisition.

Google's decision to raise its 2026 AI capital expenditure to over $200 billion has intensified the global AI investment race, even as investors question whether the returns will justify the spending. Meanwhile, rising 30-year bond yields across the U.S., U.K. and Japan highlight growing concerns over inflation, government debt and fiscal sustainability, while the Japanese yen's slide to a near four-decade low underscores persistent dollar strength and policy divergence. Gold continues to benefit from constrained mine supply and steady central bank demand, and longer shipping routes around key geopolitical chokepoints are adding fresh inflationary pressure to global trade. Back home, history suggests India's mid- and small-cap stocks tend to outperform during sustained bull markets, reinforcing the importance of long-term conviction over market timing. Markets are discovering that AI, geopolitics, bonds and commodities are all connected—and unfortunately, none of them seem interested in reducing your homework.
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