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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 398.52-4.4%Dec 29 4:00 PM EST

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To: TobagoJack who wrote (218313)12/10/2025 11:06:31 PM
From: TobagoJack  Read Replies (2) of 218809
 
Consolidated workflow 2025-12-11 (questions renumbered for clarity)

Daily workflow 2025 12 11 Good morning Manus co-pilot, please

(1) 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"

(2) review relevant news of the past 24 hours resulting from your searches on-line
(2-a) latest on US - China wars w/r to trade, tariff, technology, whatever
(2-b) Russia - Ukraine / Nato hot war,
(2-c) Middle East conflict(s), and w/r to the hereunder VLOGs and articles appended / attached by me,

(3) fact-check,

(4) supplement with other local languages material searched on-line when advisable,

(5) critique,

(6) recalibrate our Asimovian Universe Empire / Foundation 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip thematic narrative waypoints,

(7) deliberate pro / con as appropriate so I am less likely to be blindsided, and you do not go hallucinatory / sycophantic

(8) 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), and

(9) 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. Whilst I shall upload some articles and VLOGs ... please go organic and free-range roam however wherever in any case

ARTICLES
(1) scmp.com <<Former Nasa chief calls for new US approach to moon landing – much like China’s>> - winging it ?

(2) scmp.com <<South Korea vows ‘stern response’ as Japan renews claim to disputed Liancourt Rocks>> - joining in on the play ?

(3) bloomberg.com <<Fed Cuts Rates With Three Dissents, Projects One Cut in 2026>> - what happened ?

(4) zerohedge.com <<Stocks, Bonds, Bullion, & Bitcoin Bid as Fed Cuts Rates, Launches 'Not QE'>> - how does getting bubble more bubbly help matters to meet anti-matters ?

(5) zerohedge.com <<Russell Roars, SPX Squeezes - and With No Bubble…>> - no- or everything bubble ?

(6) zerohedge.com <<Goldman's Delta-One Head Lays Out The Bullish and Bearish Cases In Today's Fed Decision>> - which case holds more merit ?

(7) zerohedge.com <<Silver Shrugs Off 'Hawkish Cut' Fears; Goldman Traders Note 'It's Different This Time'>> - of merit ?

(8) economist.com <<The meaning of China’s record-high trade surplus>> - a comedic take ?

(9) ft.com <<China adds domestic AI chips to official procurement list for first time>> - unexpected turn in the trade- / tech- wars

(10) ft.com <<China set to limit access to Nvidia’s H200 chips despite Trump export approval>> - am imagining Foundation can limit sales of NVDA chips inside Foundation than the Empire can push same sales ?

VLOGS

(11) youtube.com <<Nvidia chips and the U.S., China competition for AI ecosystem dominance>> - am thinking the forward-evolution will not be as straightforward as CNBC makes it out to be ?

(12) youtube.com <<U.S. Just Begged China To Buy AI Chips As $12B Farmer Bailout Begins To Collapse>> - context valid ?

(13) youtube.com <<China's Open Source LLM Models Win 30% of Global Market - USA Losing AI War with Chinese>> - fast progression, seems

(14) youtu.be <<RISC V CPU's Growing Because of Chinese AI - Odd Consequences of Failed USA Trade War with China>> - what's happening ?

(15) youtube.com <<RISC V CPU's Growing Because of Chinese AI - Odd Consequences of Failed USA Trade War with China>> - Eli might be correct ?

(16) youtube.com <<THE $99 BATTERY SHOCK! Why Battery Prices Just Hit a New Record Low (LFP Dominance)>> - creative destruction on the way ?

(17) youtube.com <<December 2025 FOMC Debrief>> - boring but you, Manus, best watch the VLOG for me and take account ? BTW, what is the 'FED guy' saying ?

(18) youtube.com <<BRITAIN’S SUBMARINE CRISIS EXPLODES: UK's Nuke Fleet Near Collapse Top Admiral Warns>> - UK denuclearizing ? How is the French nuclear order of battle - seems de-nuclearization is organically happening in some domains. In such a case, would the Empire really want to see Germany and Japan go nuclear war ? Just-saying and 'nuff-said, about the quiet parts. I refer you to earlier discourse regarding nuclear weapons aging / testing attached

ADDITIONAL QUESTIONS

(19) FOMC just did whatever, now what for the markets to end-December, 2025, say DJIA, S&P500, Nasdaq, gold, silver, BTC, ETH and DXY, JPY, Nikkei, and Japan 10-years bond rate ? and in such context, a lot of wars, tech and otherwise, and races, space and nuclear, need to happen, seems. Will a Venezuelan kinetic war helpful ? GetMoreGold & StackHigherSilver ? GoGoGo

(20) re this piece of journalism by Bloomberg bloomberg.com <<Why Your Nintendo Switch 2, Xbox Is Now ‘Made in Vietnam’ Not China>>, a few questions

(20-a) where (nations) do the parts / components of the Switch 2 / Xbox come from if you know ?

(20-b) where (nations) are the actual owners of the production facilities and economic benefits domiciled and how changed before / after relocation of the actual assemblies ?

(20-c) Do all the to & fro not simply free up precious labour in China for better use, like building hypersonic projectiles this and AI-enabled jet fighters that ? Just-asking

(21) analyze the impact of this labor reallocation on China's overall economic growth and it's "Made in China 2025" goals, especially comparing the value-add of the relocated assembly jobs versus the new high-tech sectors,

(22) Given the conclusion that the US tariffs are "subsidizing China's transition to high-tech superpower," what are the immediate investment implications for the US tech sector and for the companies like Nvidia and AMD?
(23) even for Nintendo and Xbox, are their respective supply chains actually more 'secure' and 'de-risked' or truthfully more vulnerable, particularly given what is now-now happening in the East China and South China Seas and the Taiwan Strait in between? text, voice, slides, please

(24) What do the stock price charts for Hosiden Corp, Goertek, and Pegatron look like in gold terms for the period 2023-01-02 to now 2025-12-11 ?

(25) and of the three companies, only the China company has easy access to new opportunities thrown up by the supply chain chaos tabled

(26) Re bloomberg.com <<Mexico Approves Up to 50% Tariffs on China, Other Asian Nations>> - dunno, perhaps watch for signs of enveloping TwoAPuc (The Worst of All Possible Unintended Consequences) where Mexico becomes a failed state by way of supply chain disruptions and such same, cut off by China, rejected by US, and left on sidewalk like a tin of bad cat food under the hot sun. What happens going forward, your best guess.

(24) Q: dunno, unsure why Empire weakening its erstwhile allies and 'friends' by all means possible here in Asia, there in Latin America / Mexico / Canada, and everywhere in Europe and Middle East, all the while Russia making its ally North Korea stronger, with solid-fueled ICBMs tipped with nuke warheads

(24-a) fortune.com <<North Korea unveils new intercontinental ballistic missile that may be tested in coming weeks>> - I note that N Korea was forever R&D-ing liquid-fueled rocketry and failed to get consistent / desired result, ditto atomic warheads too large for expeditious delivery on such faulty rockets, but all of a sudden, post signing mutual defense treaty with Russia, able to so rapidly pivot

(24-b) bbc.com <<N Korea fires banned missile in longest flight yet>> - and away she goes

(24-c) armyrecognition.com <<Three stages solid-fueled intercontinental ballistic missile - North Korea>> - call me tinfoil hat type, but the Hwasong-18 3-STAGES armyrecognition.com looks like a Russian 3-STAGES en.wikipedia.org with same-ish TEL upload.wikimedia.org China TEL for the DF-41 missilethreat.csis.org is same-ish as the N Korean TEL for the Hwasong-18 with cosmetic adjustments, coincidence am sure

Q: will the Empire help Japan and Germany to get nuked-up ? thus granting geopolitical freedom to both ?

(25) Given Empire would not help Germany / Japan to go nuke, would the Empire even allow (acquiesce) them to go nuke ?

(26) Analyze the immediate economic and geopolitical consequences for the US dollar's status as the world's reserve currency if both Japan and Germany go nuclear within the next five years.
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