02-15-26 spal
AI-driven equity disruption was everywhere this past week, spreading like wildfire beyond software into insurance, commercial real estate, financials, shipping, wealth management, and likely many more industries in the coming trading sessions.
One industry in the crosshairs of AI disruption is Hollywood. Some of the publicly traded studios include The Walt Disney Company, Warner Bros. Discovery, Paramount Global, Sony Group Corporation, Netflix, Lionsgate, and others.
===
Hard asset bull run ... massive rotation ... |
|
02-14-26 carib
Savo: abstaining from discussing is then the least bad choice, I am afraid.
|
|
02-14-26 savo
| carib.. you can't have an answer to the wrong question.... ask the right question and I will give you my answer. |
|
02-14-26 carib
Savo: as usual, we disagree.
No news in that.
But I did not see your choice of best country-systems.. |
|
02-14-26 spaldo
Marco Rubio‘s speech at Munich‘s Security Conference this morning in full lenght:
https://securityconference.org/en/msc-2026/agenda/event/principled-and-pragmatic-wielding-power-in-a-world-in-disarray/
|
|
02-14-26 savo
carib.. that might have been the case in the days of Lord Acton... not anymore...
today.. it is "self evident" that there is more corruption in the US and the EUSSR than in China and Russia.
As emerging markets examples... there is more corruption in today's argie than in the argie of the military... in today's chile than in the Chile of Pinochet... |
|
02-14-26 spal
| So far this year, energy is far and away the best-performing sector in the stock market. “Overall, the energy sector is offering what investors seek the most: high free-cash-flow generation, strong and growing dividends, meaningful share buybacks, inflation protection and real-asset exposure,” explains Rob Thummel. |
|
02-14-26 carib
| Still waiting on suggestions about the three best countries (existing now) in terms of political system... |
|
02-14-26 carib
Panas: as Lord Acton said.. power corrupts, and absolute power corrupts absolutely..
|
|
02-14-26 panasonic
Carib, me think corruption plays a much larger roll than political system.
We may say, political sysyem is flawed if allowes high levels of corruption, but such is human nature, we break things :-( |
|
Board
