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01.02.26 - 00:01
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Mainstream Expectations: Hope Vs. Potential Risk (ZeroHedge)
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Mainstream Expectations: Hope Vs. Potential Risk
Authored by Lance Roberts via RealInvestmentAdvice.com,
Mainstream expectations, those from Wall Street, economists, and corporate strategists, have congealed around a bullish economic outlook for 2026. Most forecasts project stronger economic growth, with contained inflation, and continued investment in technology and capital expenditure. As such, many institutional investors interpret this as a year of opportunity for markets and corporate earnings.That was a point we discussed at this year's Investment Summit with the following slide.
But it isn't just earnings that are expected to rise, but due to productivity increases (AI = Less Employment) corporate profit margins are expected swell to historic records.
However, whenever I see Wall Street becoming universally bullish, the contrarian investor in me is always reminded of Bob Farrell's Rule #9:
“When all experts agree, something else will happen.”
As I noted in that linked article:
?...
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31.01.26 - 17:30
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Bürokratieabbau versprochen, Strangulation geliefert: Von der Leyens Bilanz für Unternehmen (Tichys Einblick)
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Es gibt gewiss hunderttausende Unternehmer in der EU, die etwas dafür geben würden, wenn die Bürokratie-Krake in Brüssel ausgehungert würde. Tausende von Regeln, kleinteiligen Vorschriften und Normen kosten Unternehmer in der Summe Milliarden Euro und Millionen Stunden Aufwand für die Abarbeitung. Rund 325.000 zusätzliche Arbeitskräfte (!) haben Betriebe in Deutschland in den letzten drei Jahren
Der Beitrag Bürokratieabbau versprochen, Strangulation geliefert: Von der Leyens Bilanz für Unternehmen erschien zuerst auf Tichys Einblick....
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31.01.26 - 16:30
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Beispiel Stuttgart: Politiker prassen weiter, Bürger sollen zahlen und still sein (Tichys Einblick)
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Die Stuttgarter Bürger bekommen seit Monaten dieselbe Botschaft serviert: Es wird eng. Gebühren rauf, Leistungen runter, Kürzungen überall. Eltern sollen Kita-Gebühren schlucken, Vereine sollen dankbar sein, wenn sie überhaupt noch existieren dürfen. Und Schulen, also der harte Kern jeder Kommune, werden in die Kategorie „später“ geschoben. Nicht weil Handwerker fehlen oder weil ein Plan unmöglich
Der Beitrag Beispiel Stuttgart: Politiker prassen weiter, Bürger sollen zahlen und still sein erschien zuerst auf Tichys Einblick....
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31.01.26 - 10:03
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Americans Have Limited Trust In AI Search Results (ZeroHedge)
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Americans Have Limited Trust In AI Search Results
Using a search engine nowadays will inevitably render AI-generated results towards the top of the page.
This means that not only the many people going straight to ChatGPT, Perplexity or Gemini for their queries, but everybody else as well, is seeing the conclusions of Large Language Model in their online searches.
While most people are aware that LLM results can be wrong, tedious double-checking might be skipped when in a hurry or when the results are just what one was looking for and enthusiasm prevails.
But how trustworthy is the average American of AI search results and does trust vary by search category?
Katharina Buchholz reports that results from a Statista Consumer Insights survey show that only around one third of Americans have a high level of trust in these search results (giving eight to 10 points on a 10-point scale), while around a quarter indicated only one to three points, with one being zero trust.
You will find more infograph...
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