News Library
Showing All Results
Peter Lewis Money Talk- The Summit, The Fed, The Gulf and AI
Peter Lewis Money Talk- Peter, Sunil Kashyap and I discuss: The Presidential Xi-Trump summit - What to expect = hot air+nothing; Why China will do little about the Gulf and why the Gulf crisis is a slow burn energy crisis with shortages set to worse;
Navigator: The Suicidal Sheep
Navigator: The Suicidal Sheep The divorce between equity markets and the Middle East crisis is irrational and unsustainable. The energy supply cliff we are approaching makes its collapse imminent.
Deep Seek - Deeply Seeking the Significance .
DeepSeek Disruption: Tech, Economic, Geopolitical DeepSeek disruption to AI Chatbots/LLMs, like ChatGPT4 and to suppliers of AI semiconductors like Nvidia, is significant. It can also change forecasts for ever rising electricity demand from data centres. But by corol…