đź’¬New thread from Philoinvestor
The Dementia Trade. Food & AI.
Crude Oil following ALL THREE of our Scenaria outlined in https://www.philoinvestor.com/opec-infighting-trojan-horse/ -- in rotation! LOL
AXIOS (Anaxios) comes out signalling major progress for end of war, Crude crashes -- Iran denies, Crude rallies back.
Great way to get REKT, if you don't know what you are doing.
--> Read the piece 👆 - 7 day free trials enabled.
TRICKLE DOWN AI-NOMICS: Working on the sequel to Zooming out on AI -- and there is so much to talk about.
YENTERVENTION: The position of Japan under Takaichi is becoming untenable as the Dollar wants to breakout (and the Yen to break down). This is unpalatable for the Japanese that are short energy which is currently spiking.. This wrecking ball has invited pre-emptive yenterventions, interventionary rhetoric by the Japanese authorities....
And this is the wrecking ball that could topple Takaichi. We touched on this several weeks ago, before it was fashion!
Speaking of Japanese fashion, do not discount our No-End Dividend section... Check it out for high-quality dividend payers. đź’°
On the Memory Trade... Well, it seems everyone has DEMENTIA these days.
Memory, a traditionally CYCLICAL sector is going unhinged and spiking to apparently no end - because of the insatiable demand for expanding context windows, agentic AI and you name it...
Will expand in the AI-NOMICS piece.
DUOLINGO: Results were just fine, progress across the board. Context here: https://www.philoinvestor.com/disruptors-or-disrupted-duolingo/
