The child labor argument against capitalism gets the story backwards. Children worked on farms, in homes, and in family trades long before factories existed. The real enemy was poverty.  The reason many children stopped working was that their societies became rich enough for school to replace survival labor.

. A quick note: Incredible SOVEREIGH WEALTH FUND assets- nearly $16 TRILLION For comparison: ~15% of global GDP • ~7× the value of all above-ground gold • ~130 days of global oil consumption at current prices Asia alone manages $22.8 trillion in sovereign wealth fund assets, followed by North America ($15.5 trillion), Europe ($10.6 trillion) and MENA ($9.5 trillion). These funds are increasingly becoming strategic investors rather than passive holders. They are expanding their presence in AI, semiconductors, energy infrastructure, critical minerals, logistics and advanced manufacturing. The influence of sovereign wealth funds on the global economy is likely to keep growing. Source: @GlobalSWF

An obvious target, dressed up as 'interoperability'. Hypocrisy is an understatement.

I find this fascinating: if Japanese OEMs end up building Chinese EVs under license, it will be another reminder that industry rewards competence, not nostalgia.

So, we are going to have Japanese OEMs license produce Chinese cars???? What an interesting time we live in.

“..our mining industry leaders like Rob McEwen, with a vision “to build a mine for the future, based on regenerative principles that can achieve net zero carbon emissions by 2038" kirillklip.blogspot.com/2026… $TRRXF #TNRGold🔋 $TNR.v Royalties $MUX LosAzules☀️ Copper, Gold, Silver⚡️

For me, the important question is whether Ondas can turn all these systems into a coherent sovereign architecture for European operators. That is the real test.

RT @chigrl: The outlook for electric vehicle demand has been cut for the second year in a row after the US government pulled back policies…

The @AfDB_Group Board of Directors has approved a $20M trade finance guarantee facility for Banque Malgache de l’Océan Indien (BMOI) to support #Madagascar’s industrialisation and boost local businesses across key sectors. Read more: bit.ly/3QaFf7P

At #JuneClimateMeetings talks on response measures, agriculture and other issues featured disagreements on whether Parties’ proposals exceed existing mandates An informal meeting aired varied expectations for the second Global Stocktake Read ➡️ enb.iisd.org/bonn-climate-ch… #climate

I think this is the right approach. Europe cannot keep talking about energy security while diluting the very policies that reduce gas and oil dependence.

For me the key point is Argentina. In lithium and copper it is becoming impossible to ignore, and having Ganfeng and McEwen moving these assets removes a lot of the usual junior mining noise.

I keep coming back to the same point: in AI, the edge is not noise but less friction. Builders go where things actually work.

I love how every structural failure in Canada gets repackaged as partisan theater. 2023 is not ancient history. Those figures are still a very bad look for the system.

Weekly NVIDIA Update NVIDIA TARGETS CHINA CPU MARKET $NVDA is marketing its Arm-based Vera CPU to Chinese cloud providers, with deliveries targeted for August 2026. As U.S. export controls have largely blocked advanced GPU sales in China, Nvidia is using CPUs as an alternative growth avenue, targeting a server CPU market it estimates at $200 billion while testing demand through initial hyperscaler deployments. HELIX AI INFRASTRUCTURE LAUNCHES KKR $KKR launched Helix Digital Infrastructure with over $10 billion in committed capital from KKR, $NVDA, Kuwait Investment Authority, and Vistra $VST. Led by former AWS CEO Adam Selipsky, Helix aims to accelerate AI data center, power, and connectivity projects, positioning itself as a one-stop infrastructure partner for hyperscalers amid surging AI demand. NVIDIA PURSUES $20B BOND OFFERING Nvidia is seeking to raise at least $20 billion through a seven-part bond sale, its first debt issuance in five years. Proceeds will refinance existing debt and help fund strategic AI investments, including partnerships with OpenAI and Anthropic, as the company joins Big Tech’s growing AI-driven borrowing wave while maintaining its strong AA credit profile.

C'est souvent le problème au Canada: une richesse évidente, puis une fiscalité et une réglementation qui découragent l'investissement et bloquent sa mise en valeur.

2 major SUVs from BYD w/ flash charging to launch soon. Da Tang will launch on Wednesday, expected by many to be the main hit model this yr for BYD N8L to launch on 23rd. I also hear that we will get BEV version of N9, which makes sense, but it probably needs 150 kWh battery pack!

$ASTS needed a retest of wedge breakout level last week and now bouncing Bullish set up remains in tact Next target is $130 Second target is $173 Current price is: $85

🏭China state planner released 3-year action plan on energy savings and carbon reduction in key industries The upgrade and efficiency improvement measures are expected to reduce emissions by a total of 200 million tons.

New CEPR Discussion Paper - DP21608 The Superstar Buyer Penalty during Financial Crises: Evidence from Firm-to-Firm Trade Data Sergi Basco @UniBarcelona @ubeconomics @MOVEBarcelona @BEAT_Institute, @LudovicPanon @bancaditalia @UfficioStampaBI, Enrico Sette @ecb ow.ly/6O3c50Zb4y1 #CEPR_IMF #EconTwitter