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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wolf who wrote (12200)	7/29/2025 4:09:25 PM
From: Bill Wolf	Respond to of 12227

Every summer, I answer questions from the Eye on the Market client mailbag. Here’s this year’s version: Why is there such a long backlog for natural gas turbines, and do their higher prices make solar+storage comparable economically as a form of baseload power? Is China constraining exports of rare earths to the US and why did the DoD invest in MP Materials? What are you seeing these days regarding the YUCs, the MEGAs and US equity market valuations? What would be the real-world implications of a relaxation in certain US bank capital regulations? What do you make of Apple’s paper citing the problems that reasoning models currently face? What’s the latest on tariffs and unforeseen consequences? Charles Gave wrote that the US dollar is no longer the world’s reserve currency. What’s your view? Do JP Morgan’s blockchain projects argue for building positions in Ethereum? What do you make of Sam Altman’s comments on fraud risk from voice authentication cloning? Where are your next fishing trips? privatebank.jpmorgan.com