In the face of rising oil prices, currencies of energy-exporting countries such as the Norwegian kroner (NOK) showed a very high positive correlation; while energy-importing countries such as the yen (JPY) and the euro (EUR) showed a very strong negative correlation. It reflects the double impact of rising import costs in Asia and Europe, which faced by rising oil prices. The weakness of the yen and the plunge of South Korea's heavyweight weight-weight stocks (Samsung, SK Hynix) were the relentless sell-off of global macro funds based on this "Energy-Exchange Beta."

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Trump accused Anthropic of coercing the Department of Defense on social media, Violation of the US Constitution; Anthropic has not responded yet. The company had previously refused to let the Pentagon use Claude for public surveillance or fully automated weapons operations. This move will shake Silicon Valley, where Anthropic's 38 billion dollars valuation, 200 million dollars in partnership with the military, and once the only AI system that could run in the Pentagon's confidential cloud, the ban has had a huge impact on it. This certainly triggered a Silicon Valley backlash, with Amazon, Microsoft employees calling on companies to reject the Pentagon's request for unrestricted use of AI, and OpenAI CEO also opposed and negotiated restrictions, hoping to ease the situation. Anthropic CEO

The current president is Trump. His logic is to apply extreme pressure, not to play cards according to the rules, not to go through Congress, not to the United Nations Is there anything else impossible ?

Block just announced more than 4,000 layoffs, almost half of its staff, and its founders directly said AI has improved productivity. The reduction of the purchase of software authorization by businesses is a direct blow to the traditional SaaS model.

Hong Kong stocks are in the dumps, and have been there for some time. This was not always the case. I know, I was there. MB

 the long holiday of Spring Festival in China is finally over

According to EPFR data cited by Bank of America, European, Japanese and emerging market equity funds have swooped $125 billion this year, far behind US$35 billion in US funds. Only 26 dollars of money that went into global stock markets this year went to the US for every 100 dollars, the lowest since 2020!

Social media amplifies unrealistic expectations, fostering comparison invest only on the game you understand

- Many men are conditioned to believe that quitting is failing, leading to persistence in unfulfilling situations. - Strategic endings differ from quitting; they involve analytical decision-making about what no longer serves us. stop loss if required

Take Charge of Your Life - Avoid drifting through life; make intentional choices. - No one is coming to save you; start deciding now. Invest alpha?

Sany's high international profit margins are not accidental but the result of a deliberate strategy to compete on technology and brand rather than price alone. The key drivers are premium pricing through product leadership, a strategic shift to higher-value offerings , and relentless operational improvement. This virtuous cycle has established the international business as the company's core profit engine

No external savior will provide the life one feels they deserve. Can investment help?

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truth requires courage. Courage to disappoint others. Courage to walk without applause. Courage to face parts of yourself you avoided for decades. 

Transport stocks in the industrial sector became the focus on Friday. CHRW.US The stock price plummeted by 8 times standard deviation, an unusual fluctuation that highlights AI panic is spreading from the technology industry to the traditional industry Next wave.