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27.09.26 - 03:48
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Rickards: The Real In AI Is Not ′Super-Intelligence′, It′s China (ZeroHedge)
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Rickards: The Real In AI Is Not 'Super-Intelligence', It's China
Authored by James Rickards via The Daily Reckoning,
It's past time to look beyond the AI hype. The stock valuations of the leading hyperscalers and frontier AI modeling companies are almost certainly in bubble territory. But the market will sort that out in time.
We all know the names of the AI stocks whether from the hardware, software or compute vectors - Apple, Microsoft, Meta, Google (Alphabet), Amazon, OpenAI, Anthropic, NVIDIA and a few others.
Some of these names have valuable core businesses independent of the AI bubble. Others are pure AI plays. All will be hurt to a greater or lesser extent when the AI bubble bursts.
Still, bubbles can get bigger before they pop and they can take far longer to pop than many market participants realize. It's not prudent to short these names but one should definitely lighten up on long positions. Moving portfolio allocations to cash and hard assets is a good way to weather the coming...
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26.09.26 - 18:21
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China Pledges Major US Coal Purchases But Falls Short On Rare Earth Crisis Resolution (ZeroHedge)
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China Pledges Major US Coal Purchases But Falls Short On Rare Earth Crisis Resolution
Barclays senior China economist Yingke Zhou poured cold water on the Trump-Xi state visit this past week, calling it "more signaling, less substance."
Shortages of rare earths and critical materials in the West, caused by China's weaponization of its export channels in what can only be viewed as resource nationalism, have yet to be resolved.
But there was some good news, though not on the critical materials front: Bloomberg reported early Saturday that China is planning to purchase 20 million metric tons of US coal over two years.
Beijing committed to importing at least 10 million metric tons in 2027 and another 10 million in 2028. The two countries will also pursue preferential tariffs covering $30 billion of non-sensitive goods from both economies under an agreement reached through the US-China Board of Trade.
Meanwhile, the White House said US and Chinese trade negotiators would continue address...
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26.09.26 - 17:12
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US and China Seek Common Ground on AI (Bloomberg)
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Bloomberg News Chief North Asia Correspondent Stephen Engle and ABC News State Department reporter Shannon Kingston tell Bloomberg This Weekend that President Donald Trump and Chinese President Xi Jinping's summit highlighted efforts to establish dialogue on AI while building trust between the two countries. Speaking with hosts David Gura and Christina Ruffini, Engle and Kingston examine the significance of Xi's state visit, China's push to be treated as an equal to the US and the diplomatic signals surrounding the meetings. (Source: Bloomberg)...
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26.09.26 - 14:12
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The China Trade Problem That Tariffs Alone Can′t Fix (Bloomberg)
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China ran a $1.2 trillion trade surplus last year, many of its companies don't need to make a profit, and its exports are growing at two to three times the rate of the global economy. Michael Froman, former US Trade Representative under President Obama and now president of the Council on Foreign Relations, tells us why Xi Jinping sees a consumer-led economy as a political threat, and what happens when China finally runs out of countries willing to buy. (Source: Bloomberg)...
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