"Cisco's Technology Blueprint for Secure and Safe Communities" is a can’t-miss #CiscoLive session showcasing how technology is transforming safety and connectivity with #Meraki solutions and inclusive partnerships. Add to your schedule 👉 cs.co/611002xpV0 #CiscoCDA

🔴Memory squeeze is accelerating across global DRAM markets: DDR4 and DDR5 prices have surged 250% to 300% YoY in 2026, marking one of the largest pricing spikes on record. The move is being driven by surging AI data center demand absorbing supply, with manufacturers deliberately shifting production capacity away from consumer memory toward higher-margin server-grade and high-bandwidth memory chips used in AI accelerators. Memory prices surged up to 80% to 90% quarter-over-quarter from Q4 2025 into Q1 2026 alone, according to Counterpoint Research, compounding what was already a severe multi-quarter price escalation. In Asia, 32GB DDR5 desktop kits surged from $220 to $280 in Q4 2025 to $420 to $510 by February 2026. The global chip shortage is truly unprecedented.

Everyone says “never try to time the market” Warren Buffett got rich doing the exact opposite

Milton Friedman: “Keep your eye on one thing and one thing only: how much government is spending, because that’s the true tax.” “If you’re not paying for it in the form of explicit taxes, you’re paying for it indirectly in the form of inflation or borrowing.”

The AI boom is reshaping power markets. New data centers could consume up to 359 TWh of electricity annually—roughly equivalent to Mexico’s total yearly power use—forcing Big Tech to rethink how it secures energy. #AI #DataCenters #EnergyTransition #OOTT oilprice.com/Energy/Energy-G…

Wall Street analysts are wildly optimistic, revising earnings expectations like an upward rocket. 🚀 They are mimicking the stock prices, which they are clearly influenced by, instead of focusing on the fundamentals. The last two occasions where something similar happened — 2018 and 2021 — stocks suffered meaningful downside.

A U.S. SOURCE CONFIRMED RECEIPT OF THE DRAFT, THOUGH DETAILS WERE NOT DISCLOSED. IF APPROVED, THE AGREEMENT COULD PAVE THE WAY FOR REOPENING THE STRAIT OF HORMUZ AND RESUMING NUCLEAR NEGOTIATIONS. - NY POST

Escalating conflict vs. safe-haven assets. While Middle East risk pressures oil, the US dollar acts as a liquidity anchor. The Cognitor method maps the flight to quality through structured data, without predictions or promises of returns.

Two handed economist talk here: A stickier inflation indicator: recent uptick in money supply growth pressures inflation-makes harder for Fed to cut. On the cooler side: Apartment List data shows DEFLATING rents. Subbing in real time rent growth for Shelter shows just 1.6% core inflation. The debate will continue on. Warsh has his work cut out for him.

Re-balancing and raising cash to chase new inclusions.

Btw the siege of Iran trapped Saudi too. When the Strait of Hormuz closes, MBS loses just as much as Khamenei. Saudi positions itself in the anti-Iran axis whilst its own economy needs Hormuz oxygen to keep functioning. They are not as separate as they pretend. menaunleashed.com/p/the-sieg…