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In the lead‑up to Jerome Powell’s final speech as Fed Chair this morning, markets were uncertain and trending lower. However, his remarks signaled that the current cycle of rate cuts will continue, sparking sharp moves across assets closely tied to monetary policy decisions such as the 10 year rate, gold, the US dollar index, the S&P 500 and Bitcoin.
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Trump is allowing chips to go to China. Coherent, a laser and optics company, announced they sold its aerospace and defense business during their earnings report yesterday and the stock tanked. Teledyne is another defense company working on vision and optics for defense and they're stock recently took a hit as well.
From our blog about future AI scenarios, we laid out multiple ways AI would be built out over time. It seems the scenario where militarization and stunting of adversary AI development is being dismantled in front of our eyes in real time. This narrows the possibilities of future AI scenarios and provides us an idea of how to adjust.
Check out blog to get a grasp of this framework: https://www.vogigroup.com/post/most-probable-ai-scenarios-investors-should-prepare-for
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What if the future of commercials is AI generated. Instead of separate commercials for each company, it’s an AI generated version of the show your currently watching ai generated with the characters and settings of the show your watching but it’s a single story incorporating a series of companies products and services being used by the characters and the setting of the show all AI generated beforehand and maybe even on the spot.
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If you were watching the financial news last week or paid attention to analysts online, most were hinting at a top in gold. Trump then announced tarrifs on gold and the futures reached a record high on Friday after the US reportedly placed tariffs on imports of one-kilo gold bars.Lets see if these leads to a sustained rally or a sell the news situation.
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After Apple announced 40% of their iPhones would be manufactured in India, 50% tariffs were placed India for buying Russian oil followed by 100% tariffs on foreign made chips. Apple was faced with additional 25% tariffs when selling foreign made iPhones into the US as part of trumps strategic moves to restore manufacturing power, ultimately forcing Apple to spend 600 billion on US manufacturing. The wave of companies mentioned in this announcement were COHR AMAT GFS GLW AMKR AVGO & TXN.
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We think we’re in a wartime economy and have been seeing amazing returns as a result. Check out our latest blogs about technological determinism and the probable future outcomes of AI to understand why we think that and how we’re positioned.
The second space race is on. NASA recently said they’re fast racking plans to build nuclear reactors on the moon by 2030. This comes after a year of multiple humanless moon landings, geopolitical tensions, golden dome talks and solving the energy crisis.
Today, Disney beat earnings. I was a Disney plus subscriber up until yesterday and it wasn’t by design. I got charged 8.99 instead of 2.50 for the first time in 6 months last week and when I tried to cancel my subscription, I received an error code each time. Finally I went into the painstaking live chat and got my subscription cancelled and refunded but had me…
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Predicting a wartime economy until at least 2026 looking at companies in ag, semis, energy, optical electronics, aerospace, advanced healthcare research/ biotech, advanced materials, energy/mineral commodities, water, waste, infrastructure, specialty industrial chemicals
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As long as the US 10 yr and expectations for rate cuts remain, the market will go up becuase TINA. There are obviously risks of volatility events occurring along the way and they should be seen as buying opportunities generally speaking. Watch out for bifurcation, sector rotations and general trends.
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73k is what we got but 100k jobs were expected. This data indicates the economy is slowing. Futures dropped on top of tarrifs being announced during yesterday’s anticipated volatility.
the US 10 year dropped from 4.4 to 4.2 on the news, this is increasing the probability of an earlier rate cut which we think should be seen as bullish
