Saturday 25 May 2024

Special Update 25/5/2024 NASDAQ Highs. Other Stocks Wobble.

Baltic Dry Index. 1796 +01            Brent Crude 82.12

Spot Gold 2334                U S 2 Year Yield 4.93 +0.02  

In the run up to the UK General Election on July 4, the LIR will play its part.

Q. What's the difference between a politician and a flying pig?

A. The letter "F".

In the US stock casinos, with Nvidia and AI hype, NASDAQ closed the week at a new closing high. Is “the stock market for the next hundred years” late 1990s  PR hype back? 

Away from the AI  and technology mania, more stocks suffered from a growing perception that the US central bank may not begin cutting their key interest rate until September at the earliest, though a September cut might look like US election interference in favour of President Biden Joe Biden.

In the non casino gambling world, welcome to the Monaco Grand Prix and Indy 500 weekend. Not an EV racer in sight at either location.

Nasdaq closes Friday at record high as Nvidia and the AI trade rallies on

UPDATED FRI, MAY 24 2024 4:20 PM EDT

The Nasdaq closed Friday at a fresh record high as gains in chipmaker Nvidia outweighed worries that the Federal Reserve will delay interest rate cuts.

The S&P 500 rose 0.7%, closing at 5,304.72, while the Nasdaq Composite advanced 1.1%, ending at 16,920.79. The Dow Jones Industrial Average edged up 4.3 points, or 0.01%, to finish at 39,069.59.

Week to date, the S&P 500 inched up just 0.03%. The tech-heavy Nasdaq outperformed, with a gain of 1.41%. Meanwhile, the Dow shed 2.33%, marking its first negative week in five.

Nvidia shares climbed around 2.6% Friday as enthusiasm continued over its blockbuster earnings report, pushing the shares above $1,000 for the first time. The bullish sentiment on the AI giant and other tech names powered the market higher, even as concerns the Fed will not lower rates this summer lingered.

After several strong economic and labor data releases this week, Goldman pushed its forecast for the Fed’s first rate cut back to September from July.

“Inflation is likely to be much improved by September, but hardly perfect, and still at a year-on-year rate that makes cutting a less than obvious decision,” wrote Goldman economist David Mericle.

Traders are now pricing in less than a 50% chance the central bank will cut rates at its September meeting, according to the CME FedWatch Tool.

Several tech names were higher on Friday. Advanced Micro Devices and Intel rose 3.7% and 2.1%, respectively. Meta and Netflix shares also rallied 2.7% and 1.7% each. Their performance helped Nasdaq log its eleventh record close of the year.

Stock market news for May 24, 2024 (cnbc.com)

European stocks close lower as interest rate outlook weighs on sentiment; Ocado up 6%

UPDATED FRI, MAY 24 2024 11:46 AM EDT

European markets closed lower on Friday, mirroring a global trend as the U.S. interest rate outlook weighed on sentiment.

The regional Stoxx 600 index was down by 0.17%, trimming some losses into the close. Most sectors finished in the red as utilities led losses for a second day, down 1.2%, while retail stocks rose 0.3%.

The pan-European benchmark closed down 0.26% for the week.

Wall Street’s Dow Jones Industrial Average had its worst session in more than a year on Thursday, after the minutes of the last Federal Reserve meeting and strong U.S. economic data reinforced a “higher for longer” narrative stateside. On Friday, U.S. stocks ticked higher at the end of a choppy week.

While the European Central Bank still looks on track to begin cutting interest rates in June, the Bank of England’s own course was thrown further into doubt this week by hotter-than-expected inflation figures.

European markets open to close: FTSE 100, DAX, CAC 40 (cnbc.com)

Finally, more on so you really, really, really, want an EV. Well maybe not an EV fire engine. Would you mind if we put out the fire in four hours after we recharge the battery?

About those 'all electric' 'zero emissions' fire trucks, they have diesel engines

May 23, 2024

(The Center Square) – When Albuquerque announced plans to acquire a new fire engine, New Mexico's governor lauded the "zero emissions" technology while a fire department spokesman called it "all electric" and KRQE 13 gushed about the "fully electric" fire truck.

San Diego's NBC 7 reported on what it called that city's first "all electric fire apparatus." When the electric fire engine debuted in Portland, NBC's KGW 8 quoted a fire department spokesman lauding the "monumental" "zero emissions" vehicle.

When an electric fire truck came to Gilbert, Arizona, FOX 10 quoted the fire chief saying that "There’s no cancer coming out of the tail pipe and I say it that way because diesel particulates are a contributor for cancers."

Viewers could be forgiven for thinking that the new fire trucks were all electric and zero emissions. They'd be wrong. All the fire trucks also have a diesel engine and a tailpipe releases those "cancer-causing particulates."

When the first Pierce Volterra Electric Fire Truck rolled out in Madison, Wisconsin, the vehicle was repeatedly called "all electric" or "zero emissions." You had to listen 8 minutes into the presentation to get to the part where a fire chief admits there's an internal combustion engine for pumping water on a fire.

Perhaps journalists and fire department spokespeople were misled by Pierce Manufacturing's web site ,which reads in bold headline type: "Zero Emissions. Zero compromises."

Critics say it is because electric engines are being hyped beyond what they can deliver. "As we’ve seen time and time again, electric engines are not up to the powering a simple road trip, much less taking on a role as critical as public safety," said Larry Behrens, Communications Director for Power The Future. "The fact this over-hyped fire truck has a diesel engine is proof they know it needs power that won’t run out."

The new fire trucks come with a hefty price tag – 40% to 50% more than a comparable diesel fire truck. For example, the New Mexico hybrid fire truck that has been ordered costs the local government $1.8 million with $400,000 coming from a federal grant.

More

About those 'all electric' 'zero emissions' fire trucks, they have diesel engines (msn.com)

US safety probe into Waymo self-driving vehicles finds more incidents

By David Shepardson 

WASHINGTON, May 24 (Reuters) - The National Highway Traffic Safety Administration said Friday it has learned of nine additional incidents that raise concerns about the performance of Alphabet's Waymo (GOOGL.O) oself-driving vehicles.

Earlier this month, the U.S. auto safety regulator opened an investigation after 22 reports of its robotaxis exhibiting driving behavior that potentially violated traffic safety laws, or demonstrating other "unexpected behavior," including 17 collisions.

In a letter to Waymo released Friday, NHTSA said it has learned of 9 additional similar incidents.

The agency said several incidents under investigation "involved collisions with clearly visible objects that a competent driver would be expected to avoid."

NHTSA said "reports include collisions with stationary and semi-stationary objects such as gates and chains, collisions with parked vehicles, and instances in which the (automated driving system) appeared to disobey traffic safety control devices or rules."

The agency asked Waymo to answer a series of questions by June 11 about the incidents and provide video for all of the incidents.

Waymo, which did not immediately comment Friday, earlier this month did not address specific safety incidents cited by NHTSA but said it was "proud of our performance and safety record over tens of millions of autonomous miles driven."

NHTSA said it is concerned that Waymo self-driving vehicles "exhibiting such unexpected driving behaviors may increase the risk of crash, property damage, and injury" and added that a number of incidents occurred "in the proximity of other road users, including pedestrians."

The investigation is the first stage before the agency could demand a recall if it believes the vehicles pose an unreasonable risk to safety.

More

US safety probe into Waymo self-driving vehicles finds more incidents | Reuters

Global Inflation/Stagflation/Recession Watch. 

Given our Magic Money Tree central banksters and our spendthrift politicians,  inflation/recession now needs an entire section of its own.

Is electricity price rationing our future thanks to Generative AI?

Electricity grids creak as AI demands soar

21 May 2024

There’s a big problem with generative AI, says Sasha Luccioni at Hugging Face, a machine-learning company. Generative AI is an energy hog.

“Every time you query the model, the whole thing gets activated, so it’s wildly inefficient from a computational perspective,” she says.

Take the Large Language Models (LLMs) at the heart of many Generative AI systems. They have been trained on vast stores of written information, which helps them to churn out text in response to practically any query.

“When you use Generative AI… it’s generating content from scratch, it’s essentially making up answers,” Dr Luccioni explains. That means the computer has to work pretty hard.

A Generative AI system might use around 33 times more energy than machines running task-specific software, according to a recent study, external by Dr Luccioni and colleagues. The work has been peer-reviewed but is yet to be published in a journal.

It’s not your personal computer that uses all this energy, though. Or your smartphone. The computations we increasingly rely on happen in giant data centres that are, for most people, out of sight and out of mind.

“The cloud,” says Dr Luccioni. “You don’t think about these huge boxes of metal that heat up and use so much energy.”

The world’s data centres are using ever more electricity, external. In 2022, they gobbled up 460 terawatt hours of electricity, and the International Energy Agency (IEA) expects, external this to double in just four years. Data centres could be using a total of 1,000 terawatts hours annually by 2026. “This demand is roughly equivalent to the electricity consumption of Japan,” says the IEA. Japan has a population of 125 million people.

At data centres, huge volumes of information are stored for retrieval anywhere in the world – everything from your emails to Hollywood movies. The computers in those faceless buildings also power AI and cryptocurrency. They underpin life as we know it.

But some countries know all too well how energy hungry these facilities are. There is currently a moratorium preventing the construction of new data centres, external in Dublin. Nearly a fifth of Ireland’s electricity is used up by data centres, and this figure is expected to grow significantly in the next few years – meanwhile Irish households are reducing their consumption, external.

The boss of National Grid said in a speech in March that data centre electricity demand in the UK will rise six-fold in just 10 years, fuelled largely by the rise of AI. National Grid expects that the energy required for electrifying transport and heat will be much larger in total, however.

Utilities firms in the US are beginning to feel the pressure, says Chris Seiple at Wood Mackenzie, a consultancy.

“They’re getting hit with data centre demands at the exact same time as we have a renaissance taking place – thanks to government policy – in domestic manufacturing,” he explains. Lawmakers in some states are now rethinking tax breaks offered to data centre developers because of the sheer strain these facilities are putting on local energy infrastructure, according to reports in the US, external.

Mr Seiple says there is a “land grab” going on for data centre locations near to power stations or renewable energy hubs: “Iowa is a hotbed of data centre development, there’s a lot of wind generation there.”

More, much more.

Electricity grids creak as AI demands soar - BBC News

Covid-19 Corner       

This section will continue until it becomes unneeded.

This holiday weekend, something different.

MAY 20, 2024

Four Important Questions About Bird Flu, Answered

The virus has killed tens of millions of birds and infected hundreds of species of animals, including dairy cattle in the United States. Here’s what you should know about it

Over the past few years, avian influenza has touched almost every corner of the planet. Since 2021, outbreaks have impacted at least 320 species from 21 different orders, most of which are water birds. Tens of millions of poultry in dozens of countries around the world have died either from the disease itself or from preventative culling. The viral infection has also been spreading to mammals—and was detected in dairy cows in the U.S. for the first time in late March.

The Food and Drug Administration (FDA) has determined that milk and other dairy products from cows are safe to consume, since the pasteurization process seems to inactivate the virus. But genomic data suggests that bird flu has been spreading in cows for months, multiple outlets reported at the end of April. The finding suggests that infections are more widespread in the animals than previously known.

Still, the Centers for Disease Control and Prevention (CDC) says that the current health risk to the general public remains low. But with so many headlines about bird flu recently, we reached out to avian influenza experts and scoured the news to provide you with up-to-date answers on four key questions.

Researchers have been tracking bird flu since the late 19th century. The first recorded outbreak in U.S. poultry occurred in the 1920s, and outbreaks have periodically cropped up in the decades since. A million birds died in a 1968 pandemic. The H5N1 strain, which has spread widely in animals in recent years and was recently detected in cows, was first identified in 1996 in domestic waterfowl in southern China.

Over the last several years, the virus’ footprint has expanded. “Prior to 2020, this virus was largely restricted to Europe, Asia and Africa,” Michelle Wille, who studies avian influenza in wild birds at the University of Melbourne in Australia, writes via email. Since then, the virus has entered North America at least three different times and spread to South America, the sub-Antarctic and the Antarctic, she says.

More, much, much more.

Four Important Questions About Bird Flu, Answered | Smithsonian (smithsonianmag.com)

Technology Update.

With events happening fast in the development of solar power and graphene, I’ve added this section.

This weekend something different. Improving global shipping emissions and getting cost savings in addition.

Ridiculously simple idea cuts cargo ship emissions by 17.3% in first trials

Loz Blain  May 22, 2024

That's without any modification to the ships themselves, too. The ambitious 'Blue Visby Solution' proposes enormous fuel and emissions savings for cargo ships worldwide, simply by being smarter about speed and timing and eliminating inefficiencies.

Shipping is an extremely efficient way to move bulk goods around the planet, but it's responsible for around 3% of global man-made carbon emissions, and the unique energy requirements of long-haul cargo ships make them extremely difficult to decarbonize.

There are all manner of technological solutions in the pipeline: hydrogengreen ammonia and methanol powerplants, flettner rotorsheaving oscillators... There's even been a return to giant sail-wings, as well as giant autonomous kites designed to pull ships along and save fuel.

But that's what makes the Blue Visby Solution so fascinating; you don't have to alter the ships at all. You just pilot them differently.

Currently, according to the Blue Visby team, most cargo ships follow an operational practice known as "sail fast, then wait" (SFTW). That is, they go as quickly as they can from port A to port B, regardless of what the schedule's looking like at their destination. When they get there, they sit still and wait at idle, continuing to burn fuel, until it's time for them to dock and load/unload their cargo.

The Blue Visby Solution requires considerable connectivity, co-ordination and participation, from lots of different stakeholders, on a global scale – but where the rubber meets the road, it's incredibly simple. It simply tells the ships to slow down, so they arrive at port right on time.

Pushing all that bulk through the water at a slower speed cuts down hugely on hydrodynamic drag, so the engines burn considerably less fuel, with a corresponding drop in emissions. And the cargo delivery speed is totally unaffected; the ships still load and unload at exactly the same times.

How much of an efficiency gain are we talking here? The Blue Visby team studied the movements of 3,651 Panamax vessels taking 20,580 trips in 2022, and estimated these timing tweaks could cut emissions by a median rate of 23.2% without affecting customer outcomes.

----Now, the first sea trials are complete. Two bulk carriers, the M/V Gerdt Oldendorff and the M/V Begonia, deployed "all components of the Blue Visby Solution" including software, technical and operational systems, on voyages to Australia. The former recorded an estimated CO2 reduction of 28.2% against its standard SFTW speeds. The latter managed 12.9%, for an average of 17.3%.

That's a considerably larger affect than you'd get out of some of these huge sail systems, without modifying the ship at all. And from a scheduling tweak!

These initial results are incredibly promising, but eliminating SFTW thinking from the global shipping trade is no small task; according to Marine Log it's a practice that dates back to the age of sail. It's embedded in hard-fought, long-term contracts between shipping companies, customers, ports, dockworkers and all the many dependent services that plug into global logistics, sometimes with incentives.

More

Ridiculously simple idea cuts cargo ship emissions by 17.3% in first trials (newatlas.com)

Next, our latest new section, the world global debt clock. Nations debts to GDP compared.

World Debt Clocks (usdebtclock.org)

This weekend’s music diversion. Vivaldi season in major keys. Vivaldi at his best. Approx. 14 minutes.

VIVALDI | Suonata à Violino, Oboè, et Organo obligati | RV 779 in C major | 1708 manuscript

VIVALDI | Suonata à Violino, Oboè, et Organo obligati | RV 779 in C major | 1708 manuscript - YouTube

This weekend’s chess update. Approx. 13  minutes.

100 Year Old Trick!

100 Year Old Trick! - YouTube

This weekend’s final two YouTube EV diversions.  Both approx. 8 minutes.

EV Market LAYOFFS Are Here! Thousands LOSING Their Job!

EV Market LAYOFFS Are Here! Thousands LOSING Their Job! - YouTube

Chinese EV Problems With Safety Are So HUGE That They Can't Be CENSORED Anymore!

Chinese EV Problems With Safety Are So HUGE That They Can't Be CENSORED Anymore! (youtube.com)

A visiting constituent parked their car in London outside Parliament.

"You can't park here, sir" said a Policeman Policeperson. "This is where our politicians work."

"Don't worry, I've locked it.” The smart constituent replied.


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