
Trade Watcher
China opens the world’s first AI hospital
Beijing’s new “Agent Hospital” is run entirely by AI — with 14 robot doctors and 4 virtual nurses treating up to 10,000 patients in days.
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Beijing’s new “Agent Hospital” is run entirely by AI — with 14 robot doctors and 4 virtual nurses treating up to 10,000 patients in days.
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Buffett on markets, cash, portfolio management, and opportunism.
“ I wouldn’t do anything nearly so noble as to withhold investing myself just so Greg can look good later on.”
- Warren Buffett…
…on the conspiracy that he’s built $330 billion of cash to give a blank sheet to his successor, Greg Abel.
Says he would happily invest $100 billion tomorrow, but “the one problem with the investment business is things don’t come along in an orderly fashion.”
The old man has still got it. Worth the listen.
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“ I wouldn’t do anything nearly so noble as to withhold investing myself just so Greg can look good later on.”
- Warren Buffett…
…on the conspiracy that he’s built $330 billion of cash to give a blank sheet to his successor, Greg Abel.
Says he would happily invest $100 billion tomorrow, but “the one problem with the investment business is things don’t come along in an orderly fashion.”
The old man has still got it. Worth the listen.
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AI in 2025: From Tool to Life Coach
AI is now used more for therapy and emotional support than for search. It helps people organize life, find meaning, and stay healthy.
Rising fast: coding (+42), image creation (+53), health tips (+65).
New in 2025: kids’ games, corporate LLMs, student essays, trip planning.
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AI is now used more for therapy and emotional support than for search. It helps people organize life, find meaning, and stay healthy.
Rising fast: coding (+42), image creation (+53), health tips (+65).
New in 2025: kids’ games, corporate LLMs, student essays, trip planning.
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Brazilian stocks:
A major breakout is in the making, in my view.
Markets are just starting to wake up to the idea that Latin America could be among the biggest beneficiaries of ongoing global trade realignments.
It’s worth emphasizing:
By nearly every fundamental metric, Brazilian equities are currently trading near historical lows in valuation.
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A major breakout is in the making, in my view.
Markets are just starting to wake up to the idea that Latin America could be among the biggest beneficiaries of ongoing global trade realignments.
It’s worth emphasizing:
By nearly every fundamental metric, Brazilian equities are currently trading near historical lows in valuation.
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– Trump: I’m not seeking a third presidential term
– Trump: I won’t fire Fed Chair Jerome Powell before his term ends in 2026
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– Trump: I won’t fire Fed Chair Jerome Powell before his term ends in 2026
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Forwarded from Crypto Insider
James Wynn opened a $120M short position on Bitcoin using 40x cross leverage.
Tracked on-chain.
High risk, high conviction — eyes on this move.
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Since 1964, Berkshire Hathaway has delivered a staggering return of over 5,500,000%
That’s 5.5 million percent…
To put it in perspective: a $10,000 investment back then would be worth $550 million today
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That’s 5.5 million percent…
To put it in perspective: a $10,000 investment back then would be worth $550 million today
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President Trump imposes a 100% tariff on all movies produced outside of the US.
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The cover of The Economist's May 3–9, 2025 edition, titled "The Taiwan Test," focuses on escalating tensions between the United States and China over Taiwan. 💰 Powered by V3V Ventures
Update on the Taiwan setup.
$TWD just ripped higher — possibly pricing in some kind of deal with the US or China.
But under the surface, it’s not all bullish.
• Taiwan life insurers are getting crushed — they hold USTs but have TWD liabilities, and don’t hedge
• Stronger $TWD = serious P&L pain
• Foreign bond exposure is massive
• If tensions escalate, liquidity risk spreads beyond semis
Sometimes the real volatility doesn’t start on the front page — it’s buried in FX and insurance books.
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$TWD just ripped higher — possibly pricing in some kind of deal with the US or China.
But under the surface, it’s not all bullish.
• Taiwan life insurers are getting crushed — they hold USTs but have TWD liabilities, and don’t hedge
• Stronger $TWD = serious P&L pain
• Foreign bond exposure is massive
• If tensions escalate, liquidity risk spreads beyond semis
Sometimes the real volatility doesn’t start on the front page — it’s buried in FX and insurance books.
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Trump claims $9T in investments is coming to the US and dismisses recession concerns.
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Peter Navarro: That is the best negative [GDP] print I have ever seen in my life.
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Apple has begun a four-part corporate bond issuance — likely aimed at helping fund its newly announced $100B share buyback, the largest in the company’s history.
The move comes just days after its May 2 earnings report and reflects a classic strategy: borrow at scale to return capital to shareholders.
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The move comes just days after its May 2 earnings report and reflects a classic strategy: borrow at scale to return capital to shareholders.
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JUST IN: Skechers to be acquired by 3G Capital
Skechers has agreed to a buyout deal with 3G Capital, sending its stock up 24% in premarket trading.
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Skechers has agreed to a buyout deal with 3G Capital, sending its stock up 24% in premarket trading.
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