Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

5 May 2025

These two areas of Africa have roughly equal populations, 2020

Source: OnlMaps @onlmaps on X

5 May 2025

SOLAR UPGRADE: NEW PANELS ARE 1,000X STRONGER, THINNER THAN A HUMAN HAIR

Scientists in Germany just cooked up a solar panel sandwich that makes today’s tech look like a flip phone. By stacking ultra-thin layers of exotic crystals, they created solar cells 1,000 times more powerful than silicon—and way more durable. These featherweight panels don’t even need complex wiring and could someday power cities using way less space, money, and sunlight. Source: Bright Side of News, Mario Nawfal on X

5 May 2025

UAE PICKS AMERICA OVER CHINA IN THE GLOBAL AI ARMS RACE Abu Dhabi’s tech giant G42 is going all-in on the U.S.—not Beijing—as it races to become one of the world’s most powerful players in

With a $1.4 trillion investment plan aimed squarely at the U.S., the UAE is signaling a strategic pivot: America is its partner of choice for AI dominance. G42, backed by the oil-rich emirate and chaired by national security adviser Sheikh Tahnoon bin Zayed, has quietly launched “G42 USA” in Delaware and is expanding rapidly into American cloud services, chipmaking, and AI infrastructure. The company just pumped $335 million into U.S. chipmaker Cerebras, after cutting ties with Chinese suppliers like Huawei to meet U.S. national security demands. It already counts Microsoft, Silver Lake, and Ray Dalio’s firm among its investors. People familiar with the matter added that some of G42’s subsidiaries — which include AI applications, cloud computing and data centre companies — are expected to make announcements about US business plans in the coming months.

5 May 2025

European equity markets are still doing well

Source: J-C Parets

5 May 2025

Another enormous climb in the Taiwanese dollar today, up almost 8% over the last two sessions against the USD, by far the biggest two-day increase on record.

▶️ So what's going on? The Taiwanese dollar (TWD) has been surging due to a combination of economic, trade, and market factors in 2025: ✔️ Easing Trade Tensions: Speculation about reduced U.S.-China trade tensions, particularly following indications that China is open to trade talks with the U.S., has boosted optimism for Taiwan’s export-driven economy. ✔️ Strong Economic Growth: Taiwan’s GDP grew at an annualized rate of 9.67% in Q1 2025, with annual growth of 5.37%, surpassing forecasts. A ✔️ Tech Sector Strength: Strong U.S. tech earnings, particularly from companies like Microsoft and Meta, have signaled sustained demand for AI and semiconductors, where Taiwan plays a critical role through companies like TSMC. This has driven foreign capital inflows and supported TWD appreciation.

5 May 2025

🔴 BREAKING 🚨: Crude Oil is on track for its lowest closing price since February 2021 📉📉

➡️ U.S. crude oil prices fall more than 4% after OPEC+ agrees to surge production in June ➡️ The eight producers in the group, led by Saudi Arabia, agreed on Saturday to increase output by another 411,000 barrels per day in June. The decision comes a month after OPEC+ surprised the market by agreeing to surge production in May by the same amount. ➡️ The June production hike is nearly triple the 140,000 bpd that Goldman Sachs had originally forecast. OPEC+ is bringing more than 800,000 bpd of additional supply to the market over the course of two months. Source: Barchart, CNBC

5 May 2025

The Warren Buffet Way..

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 Source: Stocktwits @Stocktwits

5 May 2025

Warren Buffet's portfolio as of 31st of March 2025

Source: Investywise

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks