Category: economics and politics
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Tired of individualism? Experience the warmth of collectivism!
Taking on Mamdani’s inaugural address comment – “We will replace the frigidity of rugged individualism with the warmth of collectivism.”
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Nvidia CEO Jensen Huang on Artificial Intelligence build up.
I use AI every day (Gemini and Perplexity) and it is going to ultimately save my office some real money.
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“Japan’s Prime Minister, seeking closer US ties, wins landslide election victory.”
From the Wall Street Journal – The Prime Minister’s Liberal Democratic Party will have a majority on its own in a rebuke to Beijing. Ms. Takaichi comes out of the LDP’s conservative, pro-American wing. She favors more defense spending, which is urgently needed given China’s vast military buildup. So far she has managed President Trump’s…
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Senator Fetterman on his harshest critics
This is a zero surprise. Fetterman a rare thoughtful, moderate Democrat politician. So it’s obvious who spews hate. Shows you how clueless Dana Bash is, working in her little echo chamber.
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Unheard of: Palantir scores 127 on the Rule of 40 used to measure tech companies.
UPDATE: Despite these amazing results Monday, Palantir stock got hammered today (Wednesday), dropping over 11%. Another sign that for the moment the market psyche towards technology stocks has soured Palantir is an amazing company with the idiosyncratic Alex Karp as their CEO. The Rule of 40 is used to value software and Saas (software as…
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NY Post – “Hatred of Israel is the New Antisemitism”
The co-author of this excellent column – my opinion – also has an excellent interview which I’ve posted below the excerpted column. In the interview Noa Tishby gives a good summary of antisemism and how it has morphed from one reason to another since the Romans. As we mark International Holocaust Remembrance Day on January…
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WSJ: Europe needs the USA as much as ever
A long front page article from last week. The Continent’s dependence on America runs deep and belies attempts to replace it with new alliances The reliance puts Europe at a disadvantage in a world of great power competition and weakens its hand in negotiations with Trump on everything from trade to Greenland and Ukraine. For…
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Why Microsoft stock dropped 10% yesterday.
I don’t usually post about business but this is interesting and gives an insight into current stock market dynamics. Yesterday Microsoft stock price fell from 488 to 433. Despite a generally very good quarterly report from them, their cloud business – azure – only grew 38%. It was expected to grow 39%. And the whisper…
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WSJ: Minneapolis Police Union President speaks out
I think I read somewhere that a Minneapolis police official said they did offer some support to the ICE people but were told it wasn’t needed. This seems to directly contradict that. Why are the ICE agents involved in these two tragedies still on duty? They should be on leave UPDATE: TWO WERE JUST PLACED…
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Mamdani blames Adams for City financial woes.
Your basic smooth politician, like De Blasio he blames his predecessor. I hope Eric Adams responds.