Author Archive
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Oct 30, 2026While global tech stocks teeter, in China they have already crashed as lofty valuations collapse under worries about AI demand and curbs on Chinese exports. -
Jul 15, 2026With Russian shipping and refining capacity getting whacked we're seeing crack spreads greater than the price of crude itself. -
Jul 7, 2026Everyone wants to be a neocloud. -
Jan 8, 2026Language is not the same thing as intelligence.
