10 maj. ‘Totally Unacceptable’, Chip-stock melt-up, Carl Bildt, MI6, Tre kvinnor och en man, Private Credit
Momentum-Obsessed Traders are likely to face a reality check when trading resumes in Asia after President Donald Trump rejected the latest peace offering.
Tre kvinnor och en man om Mellanöstern
och Stagflation
Vice riksbankschef Aino Bunge påpekar att bankernas bostadsutlåning
har vuxit från 800 miljarder kronor 2002
till dagens nivå
runt 4.000 miljarder kronor.
‘Project Freedom,’ Trump’s Aborted Bid to Reopen the Persian Gulf
Wall Street Journal 7 May 2026
Welcome to the great chip-stock melt-up of 2026.
Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled.
The S&P 500’s semiconductor companies have added roughly $3.8 trillion (en trillion är 1.000 miljarder, dollar) in market capitalization in the past six weeks alone.
The surge is thanks to AI companies’ insatiable appetite for computing power.
A 770% stock surge has made Micron one of America’s most valuable companies.
Yet its profits have increased so much that the stock actually looks cheap by traditional valuation metrics,
with shares trading at 8.9 times the company’s projected earnings over the next 12 months,
compared with the S&P 500’s price-to-earnings ratio of 23 times.
“I’m familiar with the concept that the party is best about a half-hour before the police shut it down,”
Wall Street Journal 9 May 2026
TV-tips, A golden age of conspiracies on television
The villains of crime shows and thrillers have traditionally been terrorists, mobsters and serial killers. Now they are likely to be dodgy cops, double agents and corrupt politicians.
The danger is coming from inside the house—often the White House. The fear such stories dramatise is not of a lone maniac but a rogue system.
“Secret Service” supplies the latest inside job on British tellies. The head of the Russia desk at MI6 suspects the Kremlin has a mole at the heart of Britain’s government. The set-up has distinct echoes of “The Night Manager”
The renegade spooks of “The Night Manager” are not unusual. Even its name is not unusual: see also “The Night Agent”.
In Britain and America, pollsters report, trust in government is at a cynical low. Americans have also lost faith in science, big business, police and the media
The Economist 4 May 2026
Så gör vi Europa till den fria världens supermakt.
Timbro. Med förord av Carl Bildt.
Nothing and no one can be trusted, it may seem.
Kommentarer