Category: Economy
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⛔️Sell America 🇺🇸 is Right from so Many Points of View (The List)
As a trader I was never one to mince words. Sell America is right from so many points of view. #SellAmerica “Sell America” isn’t about betting against the U.S. forever – it’s about rotating out of overvalued, over-owned assets and into undervalued regions (Europe, Japan, EM Asia) or hard assets (commodities, gold). The thesis works…
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💣The ticking time bomb: US debt, US dollar
💣I’ll give it to you straight: This is what the executive in charge of the US is trying to divert your attention from. The ticking time bomb: US debt, US dollar. Listen, the people with money know it and are moving to metals. The flows scream it at us every day. 💣 Why some call…
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🤖 Rise of the Machines: Amazon’s Robot Army Surges – Human Workforce On the Way Out?
👀In a twist straight out of a sci-fi thriller, Amazon’s warehouses are being overtaken – not by disgruntled employees, but by tireless, ever-growing fleets of robots. According to data the e-commerce titan has quietly ramped up its automation game, with robots now rivaling – and in some cases outpacing – the number of human workers..…
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🇩🇪 €1.1bn Pension Meltdown: The VZB Scandal Exposes a Systemic Governance Failure
💥The socialist-led €1.1bn Pension Meltdown: The VZB Scandal Exposes a Systemic Governance Failure. Just hope it won’t be EZB (ECB) next time 🙂 🇩🇪 Germany’s dentists’ pension fund (VZB) has blown half its assets – a staggering €1.1 billion – after plunging into exotic private‑market bets: hotels, resorts, shaky startups, even a shrimp farm.What followed is…
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⚔️ The Taiwan Wildcard: When will China Strike?
💥 Market Realignment Ongoing: A China-Taiwan war has already triggered a global flight-to-safety, sending silver into the stratosphere and gold up. Supply chains will become more complicated fragment, trade routes will search new avenues (think Dubai), and financial markets leveraged to USD will tank (because it’s the end of US dominance, and US debt repayment…
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🚗 GF Casting Solutions: Comeback from Structural Shocks 2019-2023 that Hit the Global Automotive and Industrial Casting Markets
🔥 Georg Fischer caught my eye. If you zoom out and look at GF Casting Solutions from 2019 through 2023, the pattern lines up perfectly with the structural shocks hitting the global automotive and industrial casting markets. GF Casting Solutions is heavily exposed to those cycles, and this period was one of the most turbulent…
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✳️🔴China vs 🔵USA. Top 10 ETFs by size
✳️🔴China vs 🔵USA. Top 10 ETFs by size, ETFs with most trade turnover in last 5 working days on SIX Swiss Exchange ETF segment. Do you see how BlackRock has cornered the market with iShares. China is the methodical tortoise vs the sprinting USD leveraged hare. It’s a marathon. Likelihood of these two converging? I…
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💡Reframing the US Dollar’s Decline: Not About Lost Respect – But Lost Leverage. Respect isn’t lost – it’s spent.
Rather than viewing the weakening of the U.S. dollar as a matter of global disrespect or victimhood, it’s more accurate to see it as a consequence of tangible shifts in global power dynamics: . ➡️Industrial production: The U.S. has offshored much of its manufacturing base, while countries like China, India, and Vietnam have scaled up.…
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🛢️ Global Oil Demand in 2026: Asia Surges, Europe Snoozes
📊 The world’s thirst for oil is set to grow modestly in 2026 – but not everywhere. 🔥 Winners: Asia’s Oil Appetite ExplodesOther Asia leads the pack with the biggest demand jump (nearly +0.4 million barrels/day).China isn’t far behind – still ramping up oil use to fuel manufacturing, transport, and urban expansion.Why? Because Asia’s growth…
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💡Quantum & Neuromorphic Chips: The Future of Computing by 2030
💡 Q-Razy. -> Quantum and neuromorphic chips are expected to radically reshape computing and AI by 2030, with quantum delivering unprecedented computational power and neuromorphic chips enabling brain‑like efficiency and adaptability. 🚀 Quantum Computing by 2030➡️Exponential speedups: Quantum processors can solve problems in seconds that classical supercomputers would take thousands of years to complete.➡️Industries impacted: Finance…