@Prof_Kalkyl 1) Om AI blir drivande krävs kanske annan arkitektur, hur står sig ARM gentemot exv Nvidia?
2) en annan arkitektur som verkar lovande är RiscV, vad blir ARMs svar?
3) USAs handelskrig mot Kina. eventuell risk 1: intäktsbortfall, 2: substitution, 3: ny global konkurrent
Auction results from the 4w bill just nuts: high only 2.66%! Median 2.60%. And who was so desperate for collateral they paid so much for this instrument the price dropped the yield to just 2.25% - EIGHTY bps below RRP.
This is tightening, not rate hikes.
https://t.co/EH7guxUieW
@Ten_Bagger @NBrobacke Jag skulle gärna se lite mer tankar från er hur ni ser på Kina. Kolla t.ex. på rates och FX från Juli 2018. Åsikter? Och sedan unintended consequences på det…
@NeuroQuant_ Är inte detta resan inprisat i marknaden med tanke på att BTC har återhämtat sig i takt med marknadsregimen? Jag vore mer intresserad av er forecast för Q2.
@enlundm The image is trustworrhy as I have seen it in airports during pandemic. However the commentary seems to be trolling. But no denying the image of sweden in china is influenced by such politics. Would be more interesting to hear logic of those hockey players as to why travel at all
@wolfejosh@LTwolfe I am a bit surprised as there is fraud and class action lawsuit appearing when I do a search on Wyndham. Is this really an ethically good investment case? It seems there could be some issues related to their timeshare practice.
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@ZokyPribo@j_olavi Infineon och NXP blev knockade pga av kylan i Texas tidigare och nu stänger Renesas ned i en månad (kan ta upp till 3 månader att komma ikapp). Det är nummer 1,2,3 för automotive. Tror inte att Qualcomm och Nvidia har några ersättningsprodukter.
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@RaoulGMI in "The MOST MIND BLOWING INTERVIEW I HAVE EVER DONE" 👇
Another day, another economy reporting contracting Jan trade - Japan reported a worse decline of exports 😬
-8.4%YoY from -3.8% in Dec
Singapore & Korea also reported a sharper decline. China's positive # likely seasonality. Regional exports going south & that means more easing