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Putin : very useful talks, but no deal / IBM CEO on AI / China warns U.S on VEN / Hassett or else / NATO meeting

  • Writer: Stéphan
    Stéphan
  • 5 days ago
  • 4 min read
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  • In today's NATO meeting in Brussels, the U.S seat will be empty, Rubio is in Moskow, he is skipping the summit. First time in over two decades a U.S. Secretary of State has refused to attend, Putin held “very useful” talks with US envoys Steve Witkoff and Jared Kushner, the Kremlin said, though they failed to agree on a plan to end Russia’s war. Earlier, Putin warned Moscow may retaliate against ships from nations aiding Ukraine if attacks on Russian tankers continue

  • Markets : a theme we talked about many times - ALTIMETER'S GERSTNER ON BITCOIN-Thread, markets love FED cut optimism (all priced-ion..), Boeing had a good day and techs, BTC stabilized and rallied back to 90K, Costco is suing Trump to avoid getting stuck with the tab on tariffs (the start of many lawsuits - will set trend), Trump Sees Fed Chair Pick ‘Early Next Year,’ Praises Hassett, World Economy Surprisingly Resilient to Tariffs, OECD Says, Oz Q3 GDP stronger, SILVER squeeze continues, On December 2, 2025, Sam Altman declared “Code Red” at OpenAI (Thread)

  • Trade : Brussels pushes for 70% of critical goods to be ‘made in Europe’

  • Geopolitics : Trump signs bill mandating reviews of Taiwan engagement limits, China sends a clear warning to Washington regarding Venezuela, A new Irish militant group calling itself the "New Republican Movement" has announced its formation

  • IBM CEO says that at today’s costs it takes about $80B to build & fill a 1 GW AI data center, so the ~100 GW of announced capacity implies roughly $8T of capex & “no way you’re going to get a return on that,” since you’d need “about $800B of profit just to pay for the interest”.... infinite need/demand for GPU's is clearly at risk..

  • The Real Game Behind the Juan Hernández Pardon: Power, Pressure, and the New Monroe Doctrine/Thread


It will be a 'shock' for markets if it isn't Hassett Trump Sees Fed Chair Pick ‘Early Next Year,’ Praises Hassett














Putin warns Europe: if you want war, then Russia will defeat you. President Vladimir Putin warned European powers on Tuesday that if they started a war with Russia then Moscow was ready to fight and that the defeat of European powers would be so absolute that there would be no one left to even negotiate a peace deal.


An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for dwindling supplies, as prices soar for the unglamorous but essential components that allow devices to store data. Japanese electronics stores have begun limiting how many hard-disk drives shoppers can buy. Chinese smartphone makers are warning of price increases

















 
 
 

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