Anders Lindman
@anderslindman.com
Something tricky in yen carry trade via FX swaps is that even though rollovers involve only small cash flows, the underlying notional is huge. In an unwind, rollovers fail which forces traders to buy back large amounts of yen which strengthens the yen in a vicious cycle. #Finance
December 4, 2025 at 9:37 AM
Something tricky in yen carry trade via FX swaps is that even though rollovers involve only small cash flows, the underlying notional is huge. In an unwind, rollovers fail which forces traders to buy back large amounts of yen which strengthens the yen in a vicious cycle. #Finance
Unitree at it again! Their new H2 robot looks pretty scary, haha. #robotics www.youtube.com/watch?v=kjJe...
Unitree 1.8m Humanoid Robot Every Punch Comes Through！🥰
YouTube video by Unitree Robotics
www.youtube.com
December 4, 2025 at 4:52 AM
Unitree at it again! Their new H2 robot looks pretty scary, haha. #robotics www.youtube.com/watch?v=kjJe...
My prediction for 2026 is a Great Reset! Already now yen carry trade is unwinding, and early next year Japan will begin to pull back trillions of USD worth of investments from abroad. Financial markets around the world start to collapse. #Finance #Geopolitics
December 4, 2025 at 4:41 AM
My prediction for 2026 is a Great Reset! Already now yen carry trade is unwinding, and early next year Japan will begin to pull back trillions of USD worth of investments from abroad. Financial markets around the world start to collapse. #Finance #Geopolitics
I wonder if this is CGI, but EngineAI Robotics's T800 is real it seems: www.humanoidsdaily.com/feed/enginea... #robotics #tech www.youtube.com/watch?v=J5L3...
🤖#EngineAI T800 Full-Size General Humanoid Robot Officially Launched to Disrupt! #robotics #t800
YouTube video by XRoboHub
www.youtube.com
December 3, 2025 at 11:44 AM
I wonder if this is CGI, but EngineAI Robotics's T800 is real it seems: www.humanoidsdaily.com/feed/enginea... #robotics #tech www.youtube.com/watch?v=J5L3...
Wow, I now discovered a large amount of U.S. - Japan World War 2 videos popping up on YouTube. It looks like some coordinated propaganda psyop! #geopolitics
December 2, 2025 at 6:00 PM
Wow, I now discovered a large amount of U.S. - Japan World War 2 videos popping up on YouTube. It looks like some coordinated propaganda psyop! #geopolitics
It will be funny when investors discover that Nvidia's GPUs are amateur league, and that Google's TPUs wipe the floor with Nvidia's bloated and inefficient gaming chips. #Finance
December 1, 2025 at 9:53 AM
It will be funny when investors discover that Nvidia's GPUs are amateur league, and that Google's TPUs wipe the floor with Nvidia's bloated and inefficient gaming chips. #Finance
This video mentions how India has vast resources of thorium. That made me think that maybe India will cooperate with China to build thorium reactors and other tech. That could make India quickly becoming very powerful. #geopolitics www.youtube.com/watch?v=s4qm...
As Global Conflicts Unfold, China Focuses Deeply on a Thorium Nuclear Energy Breakthrough!
YouTube video by Top 10 Discoveries Official
www.youtube.com
November 29, 2025 at 11:00 AM
This video mentions how India has vast resources of thorium. That made me think that maybe India will cooperate with China to build thorium reactors and other tech. That could make India quickly becoming very powerful. #geopolitics www.youtube.com/watch?v=s4qm...
I predict that China's products and services will become so low-cost that they start to open core them. First small products such as smartphones and AR glasses, and then larger products such as humanoid robots and even EVs. Imagine the shock for the West! #geopolitics #economics
November 29, 2025 at 10:14 AM
I predict that China's products and services will become so low-cost that they start to open core them. First small products such as smartphones and AR glasses, and then larger products such as humanoid robots and even EVs. Imagine the shock for the West! #geopolitics #economics
Japan's JPYC could become the de facto global stablecoin. The U.S. and China will likely complain, yet the yen is internationally more neutral than the USD and the e-CNY. 😉 #geopolitics #finance
November 29, 2025 at 9:08 AM
Japan's JPYC could become the de facto global stablecoin. The U.S. and China will likely complain, yet the yen is internationally more neutral than the USD and the e-CNY. 😉 #geopolitics #finance
Most companies are stilly only using AI a tiny bit. Maybe a new kind of companies will emerge that use AI from the get-go, while traditional companies are like being in the horse carriage business when the car was invented. www.mckinsey.com/capabilities...
The state of AI in 2025: Agents, innovation, and transformation
In this 2025 edition of the annual McKinsey Global Survey on AI, we look at the current trends that are driving real value from artificial intelligence.
www.mckinsey.com
November 28, 2025 at 9:22 AM
Most companies are stilly only using AI a tiny bit. Maybe a new kind of companies will emerge that use AI from the get-go, while traditional companies are like being in the horse carriage business when the car was invented. www.mckinsey.com/capabilities...
Finance is like a pyramid with the lower the level, the higher the risk. And I suspect Japan has tricked the West into yen carry trade for decades, thereby pushing the Western powers down in the global risk pyramid. #Finance www.youtube.com/watch?v=n_Py...
The Japanese Carry Trade Is Unwinding — And It Could Hit U S Markets Hard | David Stryzewski
YouTube video by Bullish CEO
www.youtube.com
November 27, 2025 at 7:03 PM
Finance is like a pyramid with the lower the level, the higher the risk. And I suspect Japan has tricked the West into yen carry trade for decades, thereby pushing the Western powers down in the global risk pyramid. #Finance www.youtube.com/watch?v=n_Py...
If the banksters want to crash the BTC, then why a JPMorgan Bitcoin bond? My theory: As a smokescreen! A diversion to make it appear as if JPMorgan is unrelated to the next attack on Bitcoin, such as a Binance scandal. #Finance www.youtube.com/watch?v=ZC5M...
BREAKING: JP Morgan Announce Bitcoin Bond: The Final Act in the $MSTR Hit Job
YouTube video by Seymour Sats
www.youtube.com
November 27, 2025 at 5:37 PM
If the banksters want to crash the BTC, then why a JPMorgan Bitcoin bond? My theory: As a smokescreen! A diversion to make it appear as if JPMorgan is unrelated to the next attack on Bitcoin, such as a Binance scandal. #Finance www.youtube.com/watch?v=ZC5M...
As I suspected! It seems that the banksters made the Bitcoin price to drop. And if I'm correct, there could be another attack on Bitcoin soon, such as a Binance scandal or something like that. To prevent BTC from rising again. #Finance
November 27, 2025 at 5:04 PM
As I suspected! It seems that the banksters made the Bitcoin price to drop. And if I'm correct, there could be another attack on Bitcoin soon, such as a Binance scandal or something like that. To prevent BTC from rising again. #Finance
Imagine China tricking the U.S. to invest trillions of dollars in Nvidia and its GPUs, just to make the company crash and go down the toilet, along with all that investment. Now imagine that this is what is actually going on. Hello? #Finance
November 27, 2025 at 12:21 PM
Imagine China tricking the U.S. to invest trillions of dollars in Nvidia and its GPUs, just to make the company crash and go down the toilet, along with all that investment. Now imagine that this is what is actually going on. Hello? #Finance
I suspect Jensen is working for China and is playing along with a pump and dump scheme that the top investors are doing with Nvidia. That Jensen's real job is NOT to make sure Nvidia succeeds, but to boost the hoax until it crashes catastrophically. Haha. #Finance
November 27, 2025 at 12:14 PM
I suspect Jensen is working for China and is playing along with a pump and dump scheme that the top investors are doing with Nvidia. That Jensen's real job is NOT to make sure Nvidia succeeds, but to boost the hoax until it crashes catastrophically. Haha. #Finance
I feel I'm using AI less and less, but that's probably because intellectual, and even creative, tasks have started to become boring to me. The superpower of AI will be to become very much transparent! And do the burdensome tasks for us. #AI
November 27, 2025 at 10:04 AM
I feel I'm using AI less and less, but that's probably because intellectual, and even creative, tasks have started to become boring to me. The superpower of AI will be to become very much transparent! And do the burdensome tasks for us. #AI
I got a chilling idea. Celente talked about how the spending power around the world has declined. I suspect it's a staged situation! That fossil fuels actually have peaked, and are artificially kept cheap through a combination of suppressed consumer spending and subsidies.
November 27, 2025 at 6:24 AM
I got a chilling idea. Celente talked about how the spending power around the world has declined. I suspect it's a staged situation! That fossil fuels actually have peaked, and are artificially kept cheap through a combination of suppressed consumer spending and subsidies.
Google has been improving their TPUs and server architecture for a decade, plus likely has more AI knowledge, experience, training data, and experts than the other AI companies. Just throwing tons of money at AI may be insufficient for catching up with Google. #Finance
November 27, 2025 at 5:06 AM
Google has been improving their TPUs and server architecture for a decade, plus likely has more AI knowledge, experience, training data, and experts than the other AI companies. Just throwing tons of money at AI may be insufficient for catching up with Google. #Finance
I expected more from Made in China 2025 than what we have seen so far. But maybe December will be a huge drop of new Chinese tech!
November 26, 2025 at 10:59 PM
I expected more from Made in China 2025 than what we have seen so far. But maybe December will be a huge drop of new Chinese tech!
Aha! This could potentially be even more powerful than what I have predicted. China developing analog AI chips with 1000x performance and 100x energy efficiency. #AI #semiconductors www.tomshardware.com/tech-industr...
Huawei claims new software can 'create an analogue AI chip 1000 times faster than Nvidia’s chips' — open source Flex:ai software designed to boost AI-chip utilization
The platform promises to pool GPUs and NPUs and raise average utilization by about 30%.
www.tomshardware.com
November 26, 2025 at 10:33 PM
Aha! This could potentially be even more powerful than what I have predicted. China developing analog AI chips with 1000x performance and 100x energy efficiency. #AI #semiconductors www.tomshardware.com/tech-industr...
Instead of an AI bubble, it's more like a sack of filth, filled with toxic assets. And when that bloated sack bursts, who is going to clean up the mess? #Finance
November 26, 2025 at 9:40 PM
Instead of an AI bubble, it's more like a sack of filth, filled with toxic assets. And when that bloated sack bursts, who is going to clean up the mess? #Finance
To put it diplomatically, using industrial age financial models to estimate future earnings for stocks is less than optimal, due to the deflationary nature of accelerating automation progress. #Finance
November 26, 2025 at 8:09 PM
To put it diplomatically, using industrial age financial models to estimate future earnings for stocks is less than optimal, due to the deflationary nature of accelerating automation progress. #Finance