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Geopolitics : US Gathers the most Air Power in the Mideast since the 2003 Iraq invasion  , The US will withdraw all of its remaining troops from Syria over the next two months, Dutch company built a new drone carrier in Romania for the Portuguese fleet! European Navy rising Markets : Fed minutes reveal discussion of a possible rate hike if inflation doesn’t cool, minutes also confirmed 'rate check' in USDJPY last month at the behest of the Treasury, Quantum threat to BTC (Saylor..), Over 80% of companies report no productivity gains from AI so far despite billions in investment >>> USD picks up a little bit of strength on FED minutes (talks of hike as well as int rate cut-mixed), risk overall stays firm, metals rebounded (bit wild yesterday again), GOLD back to $5K+, QQQ underperforming as it should, rotation etc.. will Europe have a proper go at social media and big techs ?.. it certainly is a card they can play vs U.S into mid-terms.. (trade and geopolitics, Russia, Iran etc).. many seems to think something big is happening with Iran.. (>>if anything crude should react..!..), let's see after earnings what Walmart can do form here, it is already on a 45 P/E.. #IBKR CEO: "So margin loans have been on roughly 10% to 12% of client assets. And to tell you, frankly, I get nervous when margin loans rise too quickly" Putin really going for it now, setting the stage for a full shut down of Russian internet, even crafting the law so that the Duma can't prevent it France to sell India 114 Rafale jets in a massive 90 billion Euro deal production will be localised to India to finalise the deal IMF calls on China to halve industrial subsidies Trump’s Board of Peace to pledge $5bn to rebuild Gaza  | Yet Hamas would need to disarm before a peace plan can get under way. (WSJ) Anthropic's CEO Dario Amodei: There are only a small number of years before AI models surpass the cognitive capabilities of most humans at most things... America’s Military Buildup Around Iran: What We Know and What It Means - Middle East Forum Russia-Ukraine talks to resume in Geneva as US claims 'meaningful' progress Delegations from the United Kingdom and France showed up to the Geneva negotiations without being invited and completely shifted the dynamic. The original plan between Trump and Russia was to corner Ukraine. That strategy just ran into London and Paris. They sent a clear message: no deals about Europe without Europe Putin könnte Internet in Russland komplett abschalten | Nau.ch German Chancellor Merz says US leadership ‘lost,’ calls for repair of relations Portugal builds Europe's first dedicated drone carrier, D João II Way to go ! AI can cure thousand-year diseases but risks are real, Anthropic CEO at India AI Impact Summit | Watch Michael Saylor's Strategy Adds 2,486 BTC Amid Institutional Concerns Over Quantum Threat To Bitcoin >>>> What he's not telling folks on CNBC is that the insane rate of shareholder dilution would pretty much destroy shareholders in MSTR.., much faster than the company itself.... Fed minutes reveal discussion of a possible rate hike if inflation doesn’t cool - MarketWatch Fed says last month's 'rate checks' were at Treasury's request | Reuters Over 80% of companies report no productivity gains from AI so far despite billions in investment, survey suggests — 6,000 executives also reveal 1/3 of leaders use AI, but only for 90 minutes a week | Tom's Hardware IMF calls on China to halve industrial subsidies EU approves agreement with London on Gibraltar That's sensible way to go ! now.. UK should replace fiscal rules with ‘traffic light’ system, says think-tank France’s Macron in India to boost Rafale deal talks, AI ties Mark Zuckerberg to testify in Meta social media addiction trial Why... ?.. Palantir Pays Zero Federal Income Tax Despite Explosive Growth, Largely Due to Trump Tax Law – ITEP Mamdani threatens to raise NYC property taxes by 10% Keep an eye on this one .. Why Carvana (CVNA) Is Down 10.4% After Fraud Allegations And Regulatory Scrutiny Emerge And What's Next Casino Royale. . Las Vegas casino doubles down on Bitcoin – The Armchair Trader Clash Report on X: "Anthropic's CEO Dario Amodei: There are only a small number of years before AI models surpass the cognitive capabilities of most humans at most things. A set of AI agents more capable than most humans at most things — coordinating at superhuman speed. That level of capability https://t.co/QfwJVXaX4P " / X

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 China's humanoid robots take center stage for Lunar New Year showtime Pam Bondi Says DOJ Released ‘All’ Epstein Files — Names Trump, Biden, Zuckerberg, Tucker Carlson Among ‘Politically Exposed Persons’ Metals update Lunar New Year lull exposes reliance on Asian demand | Saxo Bank Switzerland It's time to get ready for Walmart's earnings. Here's what's new at the huge retailer. Iran says it briefly closed key waterway as it held talks with US | AP News Japan to invest US$36 billion in US projects under Trump deal - The Business Times Still need a weaker JPY ? probably not... Japan exports growth surges nearly 17% in January as shipments to China surge Christine Lagarde to leave ECB before the end of her 8-year term Likely to leave well before October 2027.. UK inflation Jan 2026 (1) The Investigation Citadel Doesn’t Want Published A white-collar jobs recession? The signs are everywhere Google warns EU against ‘erecting walls’ in tech sovereignty push UK Stock Market News: BAE Systems, Galliford Try, Glencore Trump donor who criticized offshoring to close Ohio plant and move work to China | Business | The Guardian Microsoft says it is on pace to invest $50 billion in 'Global South' AI push Apple Ramps Up Work on Glasses, Pendant, and Camera AirPods for AI Era ‘Woke’ AI spat escalates between Pentagon and Anthropic Berkshire issues last 13F of Buffett-era, enters new media name By Investing.com 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 Tech stocks fall as AI disruption fears hit more companies Brexit’s slow‑burn hit to the UK economy | CEPR 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." Britain courts France to stay in ‘Made in Europe’ club – POLITICO UBS-Kulturkampf: Voll gegen CSler, die schlagen zurück – Inside Paradeplatz Murky secrets of Epstein's 'playboy ranch': 7,600-acre Zorro estate in New Mexico faces fresh probe 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

Kung Hei Fat Choi! - China celebrates the year of the Fire Horse! Markets : BOJ Likely to Raise Key Rate in April, Ex-Board Member Says, some kind of civil war inside #PLTR, Pentagon threatens #Anthropic because they refuse to spy on Americans..!, Spain is powering ahead of Europe’s economy GDP up 3.2%. >>> Ai fallout a MUST follow (from scarcity to abundance..) , big rotations going on, FX, bonds pretty quiet.. Geopolitics : Iran launches naval drills as tensions with US rise, Giorgia Meloni’s Mission: Persuading Trump and Europe to Be Friends. Italy’s leader is trying to stop the trans-Atlantic rift from becoming a divorce, even as voters and European peers sour on the alliance. (WSJ), Digital currencies...really?.. be careful what you wish for.. Ray Dalio below #AI The AI companies got themselves into a self-destruct positive feedback loop... Like a thermostat that's broken and just keeps turning the heat up, every hyped claim one AI company makes - the others have to make it too and then go one further.. #PLTR 13 workers left Palantir and issued this statement. "Palantir is increasingly complicit, normalizing authoritarianism under the guise of a 'revolution' led by oligarchs. We must resist this trend.", #Anthropic which owns Claude AI complained to Palantir when they used #Claude to kill Venezuelans during Maduro's kidnap as it breached their contract. Now Claude is being removed from ALL US Government because apparently it's 'no use' if it can't be used to harm people “.. With the vacancy-to-unemployed ratio now below 1.0, bargaining power is again shifting back to capital and away from workers. .. This is a marked contrast with an overall economy that is running hot.”... U.S jobs NOT strong.. Kalanovic will have his days again... could be very soon... Potential situation: Some investors think AI will kill industries like software and sell, other sell Mag7 on wasteful AI capex, others yet bet on AI capex collapse from DeepSeek V.4 or China supply and sell all Semis. Instead of lifting, AI suddenly sinks all boats >>> couldn't agree more fwiw...from driving everything up, all blindingly bullish on capex spending etc......to suddenly ... hum.. 'we all got played''... is the risk... how are they really going to monetize! all that spending.... #AI , AND/OR in other words from scarcity to abundance...why own Ai, before copnsulting robotics.. and why so few politicians even say a word about AI impact on society and economy (US jobs last year... nothing to worry about ?..Ai takng white colla rjobs etc.. ?) >>> A year ago, CDS on Alphabet and Meta didn't exist. Now they're among the most actively traded single-name contracts in the US market Nobody creates a default insurance market for fun... Iran launches naval drills as tensions with US rise BOJ Likely to Raise Key Rate in April, Ex-Board Member Says - Bloomberg Trump’s Fed chair pick argues there is one crucial reason to lower interest rates | CNN Business How Spain's economy became the envy of Europe - BBC News AI-driven stock rout could become 'unstoppable,' Barclays warns Wall Street Gold on X: "🚨 RAY DALIO SOUNDS THE ALARM ON CENTRAL BANK DIGITAL CURRENCIES. Billionaire hedge fund manager Ray Dalio tells Tucker Carlson central bank digital currencies are coming: "There will be no privacy... all transactions will be known... and if you're politically disfavored, you https://t.co/gF9YSjjnze " / X NIK on X: "🚨 OpenAI Quietly Removes “safely” and “no financial motive” from official mission Old IRS 990: > “build AI that safely benefits humanity, unconstrained by need to generate financial return” New IRS 990: > “ensure AGI benefits all of humanity” It’s over https://t.co/g8QnnAE70n " / X ....removes 'safely' and 'no financial motive' to.... New IRS 990: > “ensure AGI benefits all of humanity” BladeoftheSun on X: "Anthropic which owns Claude AI complained to Palantir when they used Claude to kill Venezuelans during Maduro's kidnap as it breached their contract. Now Claude is being removed from ALL US Government because apparently it's 'no use' if it can't be used to harm people." / X Pentagon threatens to cut Anthropic in AI safeguards dispute: Report Infosys and Anthropic Partner to Deploy AI Agents in Telecom, Finance, and Manufacturing Nvidia stock is stuck in a rut despite AI spending blitz BHP surges after strong first half Goldman Sachs plans to scrap DEI criteria for its board Another U turn .. Councils face 'uphill struggle' to be ready for elections by May Epstein files...Fascinating, or rather outright worrying !.. Sayer Ji on X: "🚨 I've spent weeks inside the Epstein files — not looking for names, but for infrastructure. What I found: Jeffrey Epstein wasn't just a sex trafficker. He was a switchboard — routing government secrets, Wall Street intelligence, and political power through one network. The https://t.co/YWGbm6TEKQ " / X

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