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The Warsh Storm is Coming
With Warsh taking over as Federal Reserve Chairman, the 30-year Treasury yield has broken through 5%, putting pressure on high valuations in the US stock market. Long-term interest rates remain high, shaking the foundations of the AI ​​bull market, and risks are accumulating.
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Bernstein's 97-page research report breaks down: In the battle for AI data center connectivity, who will be the real winner in 2026?
Bernstein's 97-page in-depth report: AI data center connectivity replaces computing power as a new bottleneck; copper-optical interconnects will coexist for a long time; CPO direction is clear but large-scale deployment will not occur until after 2028; more certain performance in 2026 will be in PCB, ABF, LPO/NPO and other segments.
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Dalio: We are in the early stages of a world war that will not end anytime soon.
The conflict with Iran is just the beginning; the next world war may be brewing.
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Bridgewater Associates founder Ray Dalio: The concept and operating mechanism of the All Weather portfolio
Ray Dalio shares his core investment principles: explaining how to build an "all-weather portfolio" to achieve a low-risk, high-return passive investment strategy, helping you steadily increase your wealth amidst market volatility.
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Karpathy urgently deleted its database! An AI-generated doomsday image went viral, threatening the jobs of 60 million white-collar workers.
AI expert Karpathy released a job replacement risk assessment, revealing that approximately 60 million white-collar jobs in the United States face a high risk of being replaced by AI. Digital jobs such as software development and financial analysis are the most dangerous, while manual labor jobs such as plumbers are the safest.
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A new report from CSIS, a top US think tank, reveals four truths about Chinese technology and one misjudgment…
A major report by the US think tank CSIS analyzes China's technology strategy: from electric vehicle disruption to semiconductor bottlenecks, revealing the four-quadrant rule of industry and the new pattern of global technology competition.
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OpenClaw slams on the gas and crashes into the "2028 doomsday theory": Who will create the "brakes" for AI?
OpenClaw ignites the agency commerce boom, while NEAR showcases how AI Chain builds the foundation of the agency economy at Nearcon 2026, exploring privacy, security, and accountability mechanisms, and revealing the opportunities and challenges of an era of commercial compression.
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The Triple Resonance of Bitcoin's Bottom: The Ultimate Direction of Macroeconomics, On-Chain Economics, and Miner Economics
A deep dive into the physical and emotional bottom of Bitcoin's current cycle.
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CITIC Securities: Short-term pullback does not change the spring rally; "technology + resources" remains the main theme.
Although the recent profit-taking in the "weak dollar trade" triggered by the nomination of the Federal Reserve Chairman (expectations of Warsh taking office) has caused a huge shock in global gold and silver prices and a sell-off in A-share broad-based ETFs, putting the market under short-term downward pressure, this will not end the "spring rally".
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CICC: When Gold and US Treasuries Rise Together
To end the gold price trend, the US needs to pay a heavy price to rebuild trust in US debt and resolve the dilemma of choosing between low inflation, low interest rates, and dollar hegemony.
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Gold Breaks Through the Stock Market: The 1.45 Lifeline and the Truth Behind Your Shrinking Assets
The S&P 500/gold ratio is currently 1.45, and historically, it has triggered crises on each of the three previous dips. Analysts warn that a gold-dominated cycle has begun, with stocks and cryptocurrencies continuing to depreciate relative to gold, and a key turning point may occur in 2026.
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Supply determines survival: The global landscape of tin, antimony, tungsten, and molybdenum, and China's central role.
The article explores the strategic value of minor metals such as tin, antimony, tungsten, and molybdenum, analyzes the global supply pattern, emphasizes China's advantages in the fields of tungsten, antimony, tin, and molybdenum, and points out the impact of the production stoppage in Wa State, Myanmar on tin prices, highlighting the importance of resource security.
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Full text of U.S. Treasury Secretary Benson's speech and Q&A: It will take 2-3 years for China and the United States to reach a trade agreement, which will balance the relationship between manufacturi
In his speech, he said that the United States and China have the opportunity to reach a big deal: the United States will reshape the trade balance by strengthening manufacturing, and China will reduce its reliance on exports and move more toward a "domestic circulation." If China is serious about moving in this direction, the United States and China can work together.
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U.S. debt collapses, markets are in danger: Will the U.S. financial system face a "life and death moment"?
The sell-off of U.S. Treasuries intensified further during the Asian session on Wednesday. In this critical moment, will the Federal Reserve take action?
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