Daily workflow 2025 11 21
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 ...
ARTICLES
(1) bloomberg.com <<Traders Search for Clues Behind Biggest S&P Reversal Since April>> - April was a good buying-moment, and am thinking that the Empire must and can and shall save its hyper-financialised economy 'just one more time', as unlike a hardware economy, saving paper economy relatively easier, yes?
(2) bloomberg.com <<US Stocks Slump Anew After Nvidia Results Fail to Quiet AI Angst>> - perhaps the tanking is only getting started, for 'fail to quiet AI angst' is not (yet) the same as wild-a$$ panic? Once market goes all-quiet might be a good time to wade in?
(3) bloomberg.com <<Xi Risks Global Blowback If China Cuts Off Rare Earths for Japan>> - Bloomberg, always suspect, might be wrong to very extremely wrong
(4) bloomberg.com <<Don’t Fight the Fed. But Is China Worth a Shot?>> - Bloomberg again, forgetting that China did okay by not flooding the economy with liquidity through Covid time
(5) bloomberg.com <<Anthropic Investments Add to Concerns About Circular AI Deals>> - AI comedy
(6) zerohedge.com <<Italy's Gold Tax: Pay Now and Pay Later…>> - perhaps gold about to go more dear sooner
(7) zerohedge.com <<The Wrap - Semis Break, Skew Screams, and Cash Is Gone>> - what be the valuation vs growth-prospect between semiconductor companies of the Empire and of the Foundation, I wonder
(8) zerohedge.com <<China’s AI Edge: Infinite Power, Infinite Upside, Superior ROI>> - 'infinite' sounds good
(9) zerohedge.com <<What's Behind Today's Brutal Selloff: Goldman's "Technical Checklist">> - reasonable ?
(10) zerohedge.com <<Fear Explodes, Japan Melts Down And Massive Systematic Downside Convexity Looms>> - time to liberate Diaoyu Island ? or to set off the rare earths protocol ? or just wait for Japan to do the inevitable ?
(11) zerohedge.com <<Wall Of Worry: Which Concerns Do Equities Overcome First?>> - what, if anything, matters to ... GetMoreGold
(12) zerohedge.com <<"Painful" 'Dash-For-Trash' Driven By Speculative Retail Options Traders; SocGen>> - what, if anything, matters to ... eh ... you know what ?
(13) zerohedge.com <<This Is The Week That Decides The Year; Citadel Flows Guru Says 'Seasonals Kick In Today'>> - season is bad for turkeys ?
(14) zerohedge.com <<Tokyo Bondquake - Bond Volatility Screams “This Isn’t Contained”>> - surely contained to the planet? Implications for the Foundation and the Empire, and I fear to ask, GetMoreGold
(15) scmp.com <<Chinese tech giants from Kuaishou to Tencent reap early gains from big AI bets>> - what gives? what's happening?
(16) economist.com <<How Chinese underground banks became the world’s biggest money-launderers>> - must be Economist's besmirch China week
(17) economist.com <<Chinese regulations and competition are panicking European manufacturers>> - oh well, so what's the answer? tariffs? de-coupling?
(18) economist.com <<The charts that show how much money China lends to the rich world>> - Belt & Road is a danger. Belt & Road is too small to matter. However, one truth, that should China stop moving credit, bad things happen everywhere, is unsaid.
(19) economist.com <<China has too many university grads and too few jobs for them>> - let me try at a future Economist article title, "China has too many vocational grads and too few jobs for them but China demography Dire" - surplus capacities etc etc etc but China demography dire
VLOGs
(20) youtube.com <<Shadow Bank Runs Begin as Private Credit Losses Spread>> - getting serious, cockroaches plenty and growing big and on the run ?
(21) youtube.com <<Unemployment 'Exhaustion': 40% Have 'Literally Nothing' Left | DiMartino Booth>> - more problems?
(22) youtube.com <<Yen Plummets, Yields Soar- Will They Dump US Treasuries to Defend the Yen? Yen Carry Trade Unwind?>> - yes, problems, apparently.
ADDITIONAL QUESTIONs
(23) what is this day's takeaway from generalized survey of popular internet space ? |
