To The Moon

News and my thoughts from the last week (08 Apr 2024)

• Can America afford another war front or fund another war? Will the USA run out of both money and bullets? Are there sufficient arms left for defence?

• Should there be an international or local authority that monitors the development of AI and requires AI solutions with decision-making automation to have identification so that we can establish ownership and accountability?

• In the world of AI, he/she who controls the algorithm controls the world

• 12% of the world tries to define a view of China through their media. China is here as a global power and there is no stopping them. I hope that we can mix our opinions with travel.

• With working from home, the impact will spill over from commercial real estate (CRE) to retail, F&B and even city services. Let us monitor.

• GDP growth, a strong job market, improved production (PMI), and increasing logistics activities are good, if these are not funded by debts. Can the sales reach in time to save? We should know in the coming months.

• When debts start to default, would it be a stampede or a gradual erosion? Consider some hedging.

• Since the beginning of 2023, the final US non-farm payroll number has been downgraded from the first estimate seven times. The January jobs figure was cut by 124,000 a month later to a more modest 229,000. - FT

• Lithium iron phosphate (LFP) batteries are increasingly recognized for their superior safety features in various applications. While not completely immune to hazards, their exceptional thermal stability makes them the preferred choice. - Y Tech

• During a downturn, wealth is not lost, just re-distributed.

  What can we do to enjoy some of the re-distribution? Will we be surprised if the rich get richer and the poor get poorer?

• Entertainment could be one of the first affected sectors during a downturn. So let's monitor.

• China is going to be at the forefront of AI.

@TigerStars

$S&P 500(.SPX)$