Climateer Investing
In war, everything not censored is a lie.
Thursday, April 25, 2024
Jamie Dimon, "Now He's Worried About An Artificial Economy 'Fueled by Government Deficit Spending'"
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An opportunity to hammer-home what is probably the most important fact about the current iteration of the American economy. Lifted in toto f...
Wednesday, April 24, 2024
Chinese AI Regaining Some Lost Glory: SenseTime's Stock Halted In Hong Kong After Jumping As Much As 36%
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Ha! We just flashed-back on SenseTime in Monday's post on the British real-time facial recognition vans and apps: ICYMI: The Most Valuab...
Electric Vehicles: "Goldman Sachs says escalating price war in China’s EV market could ensnare BYD, push sector into losses"
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Its a tough business. From the South China Morning Post, April 24: Overall industry profitability could become negative in 2024, if BYD ...
"Rush for US Dollars May Be Around the Corner, Mizuho Says"
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That would certainly shake things up. From Bloomberg via yahoo Dinance, April 24: The swaps market is flashing warnings there could be a das...
S&P Cuts San Francisco's Credit Rating Outlook From Stable To Negative
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A bit behind the curve there S&P. From the San Francisco Chronicle, April 22: San Francisco’s post-pandemic downturn threatens city’s hi...
"Corporate silence on impactful trends not securities fraud, US Supreme Court rules"
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From Reuters, April 12: Shareholders cannot sue companies for fraud if they flout a rule requiring disclosure of trends expected to affec...
Private Equity/Infrastructure: "Carlyle sees a cash cow in AI electricity boom"
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From Semafor, April 17: The Scoop The private equity firm Carlyle Group is courting artificial intelligence-focused data centers as anchor c...
FTX: "Sam Bankman-Fried agrees to help FTX investors in lawsuits against Tom Brady, Larry David"
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From the New York Post, April 22: Investors in Sam Bankman-Fried’s bankrupt crypto firm FTX agreed to drop their claims against the convict...
RAND Corporation CEO On The Here-and-Now Dangers Of Artificial Intelligence
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As we saw in April 14's RAND: "Artificial Intelligence and Biotechnology: Risks and Opportunities" the RAND Corporation has v...
Tesla Q1 2024 Earnings Call Transcript (TSLA)
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In pre-market action the stock is up $17.47 (+12.07%) at $162.15. Below are the words that are adding billions ($50+) to the company's v...
"A South Korean woman says she fell in love with a fake Elon Musk who talked up a storm about building Gigafactories and luxe helicopter rides. Then she gave him $50,000"
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From Business Insider via AOL, April 24: A South Korean woman lost $50,000 after falling in love with a fake Elon Musk. The Musk impersonat...
Tuesday, April 23, 2024
"Goldman says we're still in phase 1 of AI's stock-market takeover. Here's how they expect phases 2 through 4 to play out"
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From Business Insider via Yahoo Finance, April 22: Markets are still just in the first phase of an AI-led upsurge, Goldman Sachs wrote in a ...
"Danish Heirs to Sell $72 Million Rare Coin Collection After 100 Years" (plus the Methuselah Trust of Hartwick College)
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From Bloomberg, April 23: An unusual and iron-clad will locked one of the most important coin collections in the world away for a century. ...
"LIVE BLOG: Tesla Q1 2024 earnings call"
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The scribes at Teslarati are doing the hard work. April 23: Tesla’s ( NASDAQ:TSLA ) Q1 2024 earnings call comes on the heels of the company...
"Generative A.I. Arrives in the Gene Editing World of CRISPR"
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From The New York Times, April 22: Much as ChatGPT generates poetry, a new A.I. system devises blueprints for microscopic mechanisms that ca...
"Yuan internationalization drive hits a local speed bump" (slow motion devaluation)
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From Asia Times, April 23: Chinese companies reluctant to convert FX earnings into yuan as incentives rise for PBOC to let the currency fall...
"On Earnings Calls, Do Executives Mumble on Purpose?"
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From the University of Chicago's Booth School of Business, Chicago Booth Review, February 26, 2024: Research finds a link between vocal ...
"Is Elon Musk About To Force Everyone To View Tesla As An AI Company After Earnings?" (TSLA)
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It is possible that Mr. Musk knows more about electric vehicles and the retail market for electric vehicles than I do. And it is possible th...
Monday, April 22, 2024
Meanwhile, In Britain: "How facial recognition technology has changed policing"
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This is nothing new for our Chinese readers and it is no surprise that the most surveilled Western city is keen on the technology but it is...
"Volkswagen electric car sales plunge: Why are Europeans returning to petrol?"
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From EuroNews, April 11: Sales of Volkswagen electric vehicles in Europe fell by almost a quarter in the first three months of the...
Bridgewater: "Ray Dalio’s Famous Trade Is Sputtering and Investors Are Bailing"
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From Bloomberg via Yahoo Finance, April 22: It was an irresistible pitch. Give us your money, executives at Ray Dalio’s Bridgewater Associ...
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