Daily workflow 2025 11 23
Good morning Manus co-pilot, please
(0) referencing "J's Analytical Framework: Asimovian Timeline 2026-2042" that we worked out a/k/a "Read /home/ubuntu/J_Analytical_Framework_Asimovian_Timeline.md"
(1) review relevant news of the past 24 hours resulting from your searches on-line
(1-a) latest on US - China wars w/r to trade, tariff, technology, whatever
(1-b) Russia - Ukraine / Nato hot war,
(1-c) Middle East conflict(s), and w/r to the hereunder VLOGs and articles appended / attached by me,
(2) fact-check,
(3) supplement with other local languages material searched on-line when advisable,
(4) critique, and
(5) recalibrate our Asimovian Universe Empire / Foundation 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip thematic narrative waypoints,
(6) deliberate pro / con as appropriate so I am less likely to be blindsided, and you do not go hallucinatory / sycophantic
(7) update me on important latest pricing matter to us - i.e. share indices of USA, HKG, Japan, China, and Gold, Silver, Platinum, Copper, and DXY (value of USD). then
(8) give me a report in text and in female voice file. Now I shall do walk, ice coffee, then get on with the rest of my day deliberating, shuffling, keep eyes on markets. I shall upload to you some articles, and some VLOGs ... so wait and hold off analysis / synthesis / integration / text+voice files until I do so ...
Light news day but heavy analysis day, feels like we are in WWIII, and I remind self by quoting self, "chaos is a gif, crisis is partner, volatility friend, lonely path right way, survive to survive another day" :0)
ARTICLEs
(1) bloomberg.com <<Macron, Who Called NATO Brain Dead, Warns of End to G-20>> - Living museum vs resources + manufacturing capacity, and migrants vs PhD graduates, am guessing Europe is put-a-fork-in-it done but BRICS+ just fine?
(2) zerohedge.com <<Raging Rotation: Hedge Funds Quietly Buying The Dip And Mag7s, Dumping Non-Profitable Tech>> - Mag7 almost put-a-for-in-it done done, Empire 'innovation' for bubbles vs Foundation diffusion for applications, and diffusion shall win?
(3) zerohedge.com <<Finely-Balanced Fed Meeting Faces Risk Wobbles & Distorted Data: Goldman>> - chairs on the Titanic ?
(4) zerohedge.com <<Was That the Last Flush?>> - the last 10% drop kills as effectively as the first 50% drop, a suspicion, and we are quite far away from mega flush, suspicion.
(5) zerohedge.com <<Here's What Goldman's Top Traders Have Been Watching This Week>> - more chair-watching ?
(6) economist.com <<Four charts show how much money China lends to the rich world>> - and should China choose to do otherwise, what happens ?
(7) ft.com <<China’s risky challenge to Japan — and the US>> - risk for whom ?
(8) ft.com <<Behind the AI bubble, another tech revolution could be brewing>> - what ? another bubble innovation vs practical diffusion battle ?
(9) ft.com <<Western allies seek to forge joint defence against cheap Chinese steel>> - yup, value-packed inexpensive high quality steel is intolerable for any domain hoping to reindustrailize / remilitarize.
(10) ft.com <<The warning signal from bitcoin’s fall>> - when safe to buy back ? how many accounts got wiped out ?
(11) ft.com <<Letter: The case for stablecoins has a dangerous Möbius strip logic>> - how so ?
(12) bloomberg.com <<Crypto World Wipes Out $1 Trillion After Latest Bitcoin Drop>> - easy come easy go, and take a guess when if coming-back coming back, the trillion ?
(13) bloomberg.com <<Great Bitcoin Crash of 2025 Has It Lagging Bonds, Gold>> - Gold vs Bonds, to which goes victory ? Sovereigns ALWAYs default, an iron-clad rule ?
(14) ft.com <<Five questions from an ignorant no-coiner about the crypto crash>> - lessons, take aways, anything ? when / level to have another go at the gift that keeps giving ?
(15) rt.com <<‘He can fight his little heart out’: Trump on potential Zelensky refusal>> - looking like we were correct about the 'why now' of the golden toilet story, that Zelensky / Ukraine tossed under bus / thrown out with bath water, respectively
(16) rt.com <<Ukrainian victory over Russia a ‘fantasy’ – Vance>> - VP of USA agrees with the POTUS - what a surprise
(17) scmp.com <<Why US tariff refunds are now a very real possibility … and a giant ‘mess’>> - ouch if such comes to pass ?
VLOGs
(18) youtube.com <<China sent a letter to the United Nations indicating that the Sino-Japanese war may break out because of the early seedlings in the high market. Chinese military media said that it was waiting for the arrival of the "east wind".>> - fact-check and integrate if true
(19) youtu.be <<Muddy Waters CEO Carson Block on Nvidia, What to Short in AI, Snowline>> - fact-check, etc etc
(20) youtube.com <<Markets Weekly November 22, 2025>> - take it in, and also note what he said about GROK
(21) youtube.com <<Japan Currency Collapses Amid Furious China Warnings As Beijing Flips G7 Financial System>> - Japan, EU, which one reverts back to third-world status first, and guess at timing
(22) youtube.com <<You Can't Ignore How Little China Spends on AI CapEx>> - yeah, delicious. Sounds like funds ought to reallocate from Mag7 to HK-listed China tech shares
(23) youtube.com <<AGI vs AI Agent vs LLM – What's the Real Difference? | Explained Simply>> - yes? implications?
(24) youtube.com <<Meta's AI Boss: Why LLMs Are Dead..>> - true or false ? implications ?
(25) youtube.com <<Deepseek just killed LLMs>> - of course, but so what ? all the money invested in OpenAI / chatGPT as good as gone in 60-seconds ? Balance sheet holes here there everywhere ?
(26) youtube.com <<Japan Currency Collapses Amid Furious China Warnings As Beijing Flips G7 Financial System>> - Does G7 matter ? G20 also falling apart ? But China does not seem to be interested in Trump's G2 ? G1 in sight ?
(27) youtube.com <<Silver Backwardation, Gold Revaluation and a Sputtering Economy | Interview with Andy Schectman>> - hmmmnnn, your conclusion?
(28) youtube.com <<Perfect Storm for WW3 Just Started – Cash Will Be Worthless, Load Up on THIS : Marc Faber>> - what is 'This' in 'Load up on This' ?
(29) youtube.com <<Bloodbath: US Economic Panic Begins As Severe $3 Trillion Wipeout Hits The Stock Market>> - just a number ? Can be made up by other number ?
(30) youtube.com <<Small models, large applications, American volume AGI, why did China choose "national AI"?>> - sensible ?
ADDITIONAL QUESTIONs
(31) When and why did various Chinese rulers try to erase Confucius ideas? What happens when Confucius ideas kneecapped by the state? Confucius has now been rehabilitated in China? Confucius family now doing well? Confucius Institutes have closed in the US? Am I seeing dots? Nevertheless, US crackdown on Confucius Institutes and US social chaos are contemporaneous, perhaps a coincidence, possibly an accident, doesn't matter, still contemporaneous, and as Church influence also waning, there goes the neighborhood? Fact-check.
(32) just-saying Message 35338562 , 'nuff-said. Do analyze the specific Confucian values being promoted by the Chinese State today, and elaborate on the "technology cul de sac" from the AI post and explain why Chinese language better for AI, and specifically, Agent beats LLMs in so far as path towards AGI goes, if such is so.
(33) Elaborate on the specific evidence and research supporting the claim that "OpenAI's o1 'reasoning' model spontaneously switches to Chinese when tackling complex problems."
Reminder of our earlier discourse regarding Voltaire and Benjamin attached as PDFs
Like I noted, light on news and heavy on analysis. Go Go Go, and do not spare the tokens |
