Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- Central banks
- Fixed Income
- bitcoin
- Asia
- europe
- investing
- technical analysis
- geopolitics
- gold
- Crypto
- AI
- Technology
- Commodities
- nvidia
- ETF
- earnings
- Forex
- china
- Real Estate
- banking
- oil
- Volatility
- magnificent-7
- energy
- apple
- Alternatives
- emerging-markets
- switzerland
- tesla
- United Kingdom
- assetmanagement
- Middle East
- amazon
- russia
- ethereum
- microsoft
- ESG
- meta
- Industrial-production
- bankruptcy
- Healthcare
- Turkey
- Global Markets Outlook
- africa
- Market Outlook
- brics
An increasing number of job cuts are also being attributed to AI in 2024 vs 2023
Source: Markets & Mayhem
TIME's new cover: The 100 most influential people in AI
Note that Elon Musk is missing on this cover page while Scarlett Johansson appears nearby the CEO of Nvidia. Indeed, according to TIME, Scarlett Johansson is more influential in AI than Elon Musk...
Eric Schmidt, ex-CEO at Google $GOOGL, said his former company is losing the AI race and remote work is to blame - WSJ
“Google decided that work-life balance and going home early and working from home was more important than winning” Source: Evan
Is long AI short yen the same trade?
Gray line is 30-year T-bond yield relative to tech 12 month forward earnings yield ratio Dotted green line is EUR/JPY Source: www.zerohedge.com
Walmart CEO on using AI
"We've used multiple LLMs to accurately create or improve over 850,000,000 pieces of data in the catalog. Without the use of hashtag#generativeAI, this work would have required nearly 100X the current headcount to complete in the same amount of time" $WMT Source: The Transcript
March 22, 2000
Difficult to compare the internet bubble with the current ai mania. Source: Andrew Kuhn
Investing with intelligence
Our latest research, commentary and market outlooks

