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Government emptying the tank because it realised it didn’t have enough for the debt and accepted defeat in the traditional sense. Maybe crypto will be the replacement system but this will likely be gradual and potentially volatile as profits from inflated assets slowly enter this area.

Pumping from the tank into markets and specific assets it deems necessary to manage the decline to stimulate borrowing and spending. Inflate value of assets to get a bag that gets hoarded to hedge against the real economy and real businesses not growing at all and making more profits.

Whatever government is emptying the tank on is what it deems as necessary for managing the decline even if they don’t make money those industries should be viewed as needing and receiving support.

Watching this market bubble form has been a rollercoaster. Balancing a risk off approach with AI and trend following has been extremely volatile. Traditional hedges are shifting and atypical asset classes are performing typically such as precious metals and crypto.

One major trend we noticed at the start of this bubble is particularly laser, optics, photonics, memory storage, high-speed networking, optical cables and such companies have seen the largest gains. It’s important to note that many of these companies are extremely volatile and now have P/E ratios from 50 to over 100 indicating investors are extremely optimistic.

While these technologies fall under the broader scope of the entire AI industry, we can further narrow down the group of outperformers as specifically tailored towards edge AI. I want to also note that given our research into quantum technologies earlier last year, we mentioned that these kinds of companies are the necessary…

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.

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

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.

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.

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…

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