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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

U.S. job growth for 2025 was revised down by 1,029,000, the biggest annual downward revision in at least 20 years (U.S data is pure fiction.....) Markets : MAG7 are breaking down technically, underperforming RoW and USD is weak.., ( Hyperscaler CDS demand on increase), China halved its UST holdings over the last 5years (down to $675bn), INSIDER activity in the U.S almost 100% 'sell', Retail portfolio cash allocation is down to ~14%, one of the lowest readings since the 2000 Dot-Com Bubble burst, all while fund managers’ cash levels as a % of assets under management (AUM) have fallen to 3.2%, also a record low, according to BofAFM survey , PLTR glitch or hacked ?, #MSFT is now approaching the 200 WMA (something that happens very rarely) #CHF Franc’s relentless rise alarms Swiss companies. Safe haven currency’s bull run triggers fears about impact on sales and profits Geopolitics : Outgoing Dutch Defence Secretary Tuinman says if the US blocks F‑35 software updates, the Netherlands will crack the code and develop its own updates to make the jets fully European. He added he is not allowed to provide further details, VdL : the time has come to bring Europe’s mutual defense clause to life. Mutual defense is not an optional task for the EU. It is an obligation under our own treaty — Article 42.7 IBM is tripling the number of Gen Z entry-level jobs after finding the limits of AI adoption France has decided to walk back its previous decision of closing 14 nuclear reactors and instead open 6 more One must read from .. Ray Dalio, to summarise, he argues the post-1945 world order has collapsed into disorder, as seen at Munich Security Conference. We're in a "might makes right" phase with power struggles in trade, tech, geopolitics, capital, and potential military conflicts (e.g., US-China over Taiwan). Key principles: Negotiate win-wins, avoid escalation, use power wisely. Wars are costlier than imagined; focus on productivity and balanced relations to sustain power IBM is tripling the number of Gen Z entry-level jobs after finding the limits of AI adoption | Fortune This IS probably the best summary of the world today, have a read : Ray Dalio on X: "It’s Official: The World Order Has Broken Down" / X Franc’s relentless rise alarms Swiss companies Merz, Macron eye new European security framework amid US reset | Reuters EU, Ursula von der Leyen: “It is time for Europe’s mutual defence clause” - Lapresse.US Marco Rubio visits Trump allies in Eastern Europe Volkswagen plans to cut costs by 20% by end 2028, Manager Magazin reports | Reuters Palantir glitch allegedly granted some FBI staff unauthorized access to a crypto hacker's data Maybe when you commit mass surveillance across world leaders and people, some may raise and say 'nope'....clearly big is true... ... Jawwwn on X: "Palantir CEO Dr. Alex Karp: “You need a higher purpose, and I think you often need a lower purpose. @andrewrsorkin: “What’s your lower purpose?” Karp: “I love the idea of getting a drone and having light fentanyl-laced urine spraying on analysts that tried to screw us.” https://t.co/HjTweXBLH1 " / X This could be a BIG deal >>> Ai optimized, newly coded, will possibly need 5-10x less memory, compute, energy, Capex spending turns out to be a boost for shares and GDP scheme, pushed all along by Bessent/Trump... Markets & Mayhem on X: "This is a big deal. The DeepSeek 2.0 moment continues, with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models. This further calls into question: 1) AI CapEx spending w/ RoI that is" / X AI in China: INFRASTRUCTURE AI in US: WINNER TAKE ALL DeepSeek v4 OPEN-source model will likely beat CLOSED-source models in America... Unicus on X: "🚨 $STLA: What the market missed, what we flagged early and why we expect more write offs from $STLA. On December 22, 2025, in our report to our clients, we shared our analysis on why we expect STLA to take a write off for $20B (we were off by $6B). On Feb. 6, STLA annouced a" / X Alex Mason 👁△ on X: "🚨 THE AI BUBBLE IS ABOUT TO BREAK And I don’t think people are prepared for what comes next. Everyone keeps treating AI like the next internet. I don’t see it that way. To me, this looks far closer to a debt bubble, and the timing lines up for real stress around 2026. Let https://t.co/VDHwwLiA0h " / X '' Right now, the AI industry is burning roughly $400B per year, while generating maybe $50–60B in actual revenue.'' 'No platform gets a free pass,' says PM - as crackdown on social media announced

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