09/08/2025
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Trump Admin Weighs Annual Chip Supply Licenses For Samsung, SK Hynix In China
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The Trump administration has proposed annual approvals for chipmaking supply
exports to Samsung Electronics and SK Hynix’s factories in China, potentially
replacing the Biden-Harris era waivers that it criticized as a “Biden-era
loophole.” Bloomberg reports that the U.S. Commerce Department proposed a
one-year “site license” model for South Korean chipmakers, rather than the
validated end-user […]
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A Burning Man Festival For Autocrats
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By Eric Peters, CIO of One River Asset Management “Today, humanity is once
again faced with critical choices: peace or war. Dialogue or confrontation,”
said Xi Jinping, celebrating the 80th anniversary of the victory in the Chinese
People’s War of Resistance Against Japanese Aggression and the World
Anti-Fascist War. “Win-win co-operation or zero-sum rivalry?” continued […]
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America’s New War on the Cartel
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Though the president’s effort to classify foreign gangs as “terrorist
organizations” has primarily been in the news for its deportation implications,
it also speaks to his administration’s new approach to the cartels. On his
first day back in the White House, Trump signed an executive order designating
international cartel networks as federally recognized terrorist organizations,
[…]
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“We Will Hunt You Down”: ICE Launches “Patriot 2.0” Operation Against
Illegals In Sanctuary City Boston
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Fox News National Correspondent Brooke Taylor wrote on X, “Ahead of
anticipated immigration enforcement operations in Chicago this weekend, ICE has
also launched ‘Patriot 2.0’ in the Boston area.” “ICE launched ‘Patriot 2.0’ to
target the worst of the worst criminal illegal aliens living in the state of
Massachusetts, following the success of Operation Patriot in […]
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Germany Ignores Bond Market Warnings Amid Fiscal Paralysis
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Submitted by Thomas Kolbe In terms of media strategy, the German government
operates on Champions-League level. While the Chancellor emphasizes the
pressure for fiscal consolidation in statesmanlike interviews, party
representatives simultaneously prepare the public—through coordinated media
messaging—for tax increases. Meanwhile, the bond market has already given its
verdict: thumbs down. The Berlin political machine continues […]
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