christian garudas

a lifestyle with a job

[christian garudas @christiangaruda]

@RyanDetrick If you look at it this way, you can argue, that the usual gains have already been accomplished, but the AI infrastructure buildout makes it different

[christian garudas @christiangaruda]

Darius Dale Says This Bull Market Isn’t Over Yet (Here's Why) https://t.co/T3VpzsYYvp via @YouTube
min44ff: AI is powerful and it´s gonna take a lot of jobs over time.

[christian garudas @christiangaruda]

@AndreasSteno ya, Vienna is a beauty

[christian garudas @christiangaruda]

@RyanDetrick 9k till year end?

[christian garudas @christiangaruda]

if the S&P stays inside its regression channel, then it will reach 10k the earliest by summer 2030

[christian garudas @christiangaruda]

@RyanDetrick 10150 = +190% of the average bull market = just 2 more bigger corrections away, if the market keeps the size of bullish and bearish periods constant [as it did ever since the pandemic]

[christian garudas @christiangaruda]

S&P just triple topped, but still has 1 FIB-target above

[christian garudas @christiangaruda]

the rally from the covid lows and the rally after inflation topped out in 2022 and their pullbacks had the same size -> which would suggest a top around here. Thanks to @scottcharts and @RyanDetrick for the 2027 targets

[christian garudas @christiangaruda]

If they are right with their prognosis about robots and automation, then all sectors but health care and energy will be disrupted. AI firms will be hated, as social unrest mounts.
https://t.co/UqSRQKioey

[christian garudas @christiangaruda]

@hendry_hugh https://t.co/Y5E1Vn26g0

[Jason Silva @JasonSilva]

AI, Large Language Models and the Age of Crystallization

[christian garudas @christiangaruda]

JPY INDEX is back where it was in summer 2024 prior to BoJ intervention, BUT the spread between US and Japanese 10y is roughly 35% lower

[christian garudas @christiangaruda]

@RyanDetrick https://t.co/nhJqjau7Ys

[christian garudas @christiangaruda]

Michael Howell: Wenn Bitcoin seinen Tiefpunkt erreicht (Das Signal, das ... https://t.co/Eb1gHc1Mzo via @YouTube
The US treasury has to refinance 0,5trn USD due to focus on treasury bills -> they won’t drain the TGA

[christian garudas @christiangaruda]

Eric Schmidt und Fei-Fei Li: Das menschliche Leben nach der künstlichen ... https://t.co/6i6S5qrO8P via @YouTube
AI lacks reasoning feedback
ASI would need another technical break through
Abundance for all not likely as network effects will benefit early adopters

[christian garudas @christiangaruda]

Staatsverschuldung: Risiko oder Chance? Dr. Andreas Beck & Dr. Gregor Br... https://t.co/IpWw37zdCH via @YouTube
government debt no problem as long as debt serving costs are smaller than GDP+CPI

[christian garudas @christiangaruda]

Michael Howell about 2026: less liquidity but a better economy [financial markets might struggle as the liquidity cylce reaches its top] https://t.co/glLqcFzsLq via @YouTube

[christian garudas @christiangaruda]

Jeffrey Gundlach: Survivor https://t.co/FlIZjQGocP via @YouTube
Gundlach: inflation looks contained, US policies will establish a new normal for NFP between 25k and 50k, low credit spreads might indicate that investors are increasingly skeptical about government debt

[Steven Lamar @steven7lamar]

On this heavy day #NeverForget and #CharlieKirk take a minute to watch this video. Humans being awesome. Thanks @BenBrey for sharing. 👊❤️

[christian garudas @christiangaruda]

AI is still missing self-improvement and reproducibility
https://t.co/u58dM2FD6P

[christian garudas @christiangaruda]

Nice one about the "AI-CULT and AGI-RELIGION"
https://t.co/Od5VdAcbgP