#TSLA #WMT earnings next up (on a 45 P/E) #BRK last Buffet 13-F #Citadel / Lower UK infl / Iran talks 'upbeat'
- Stéphan
- 13 hours ago
- 3 min read
China's humanoid robots take center stage for Lunar NY showtime
Markets : Berkshire issues last 13F of the Buffet-era (reduced AMZN by more that 75%), Japan will invest $36 billion in US oil, gas and critical minerals projects, ‘Woke’ AI spat escalates between Pentagon and Anthropic, Microsoft on Wednesday said it is on pace to invest $50 billion by the end of the decade, Iran talks 'upbeat'...'' Iranian hackers claim they now have videos of Trump with minors and will release them if the U.S. attacks Iran'''...., UK inflation 'markedly' lower in Jan, Citadel's borrowings.., Google criticizes EU tech sovereignty, saying it’s counterproductive >>> markets steady, no panic anywhere.. all very quiet really, some liquidity gaps in specific risk buckets, but never seems to be spreading further, next up Walmart (earnings tom) which is currently trading on a 45 P/E... !!...seems perfectly normal valuation ?..
#TSLA needs $100B+ for GPUs to even develop robotaxis & Optimus, let alone scale them. Tesla today has only $10B cash in excess of $20B it needs to run its global operations, is no longer generating any free cash flow, and it’s losing automotive market share in all major markets..
90% of Bonds Outstanding Yield Less Than 5%, with inflation at 3%...attractive ?...
India and France have decided to elevate their strategic partnership to the level of a Special Global Strategic Partnership. In diplomacy, that means a great deal
John Paulson, a major donor and tariff hawk just shut his brass instrument plant in Ohio and moved it to China, leaving all U.S. employees jobless. Hypocrisy and failure, all rolled into one “America First” headline
Still need a weaker JPY ? probably not... Japan exports growth surges nearly 17% in January as shipments to China surge
Likely to leave well before October 2027..
Sold AMZN, Berkshire acquired 5.1 million shares of the New York Times Co. in the three months through December, a stake worth $351.7 million at yearend, also increased its stakes in Chevron Corp. and Chubb Ltd during the period, to 6.5% and 8.7%, respectively
New data shows #Brexit has lowered UK GDP by 6-8% over the past decade. Investment down 12-18%, employment down 3-4%. It's even worse than economists had predicted pre-referendum, because they thought there would be a bounce-back long term. "Economists were roughly right on the magnitude of the impact, but wrong on the timing. The consensus pre‑referendum forecast of a 4% long‑run GDP loss turned out to be close to the actual loss after five years, but too optimistic about the longer run."
The New Mexico Legislature has passed HR1 tonight to convene a Truth Commission and investigate Epstein’s crimes in NM, including at Zorro Ranch, led by State House Reps. Andrea Romero and Marianna Anaya
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