All-Weather Media

Admin

U.S. core capital goods orders exceeded expectations in December, durable goods orders fell 1.4%.

U.S. core capital goods orders exceeded expectations in December, durable goods orders fell 1.4%.

``` U.S. corporate equipment orders rose more than expected in December, indicating solid capital investment performance at the end of last year as trade policy uncertainties eased. Data released by the U.S. Department of Commerce on Wednesday showed that “core capital goods orders”—a measure of equipment investment (excluding

Industrial metals rise benefiting from the AI industry chain; AI disruption theory weighs on US stocks; Japanese summer fiscal events become the focus --- 0218 Macro Distillation

Industrial metals rise benefiting from the AI industry chain; AI disruption theory weighs on US stocks; Japanese summer fiscal events become the focus --- 0218 Macro Distillation

``` 1. Since August 2023, precious metals and industrial metals prices have surged. The driving factors of this cycle are slightly different: gold prices have not risen due to loose monetary policy, and industrial metal prices are not driven by traditional economic recovery, but rather the AI industry chain. 2. Impacted

When "aircraft engines" become targets for "data center power supply"

When "aircraft engines" become targets for "data center power supply"

``` In the AI computing power arms race, every engine of the economy has been swept into this battle—including jet engines. As Silicon Valley giants scramble to find stable power sources, an unexpected solution is crossing over from aviation: converting retired Boeing jet engines into ground-based gas turbines to supply

Bessent and Walsh's "mentor," Druckenmiller, "precisely" opened positions in financial stock ETFs, S&P equal-weight ETFs, and Brazil ETFs in Q4.

Bessent and Walsh's "mentor," Druckenmiller, "precisely" opened positions in financial stock ETFs, S&P equal-weight ETFs, and Brazil ETFs in Q4.

``` After the U.S. stock market closed on Friday, February 14, Eastern Time, a 13F filing submitted to the U.S. Securities and Exchange Commission (SEC) disclosed that legendary investor Stanley Druckenmiller’s Duquesne Family Office made significant portfolio adjustments in the fourth quarter of 2025. In Q4, Druckenmiller “accurately”

Wall Street tycoon Tepper bets on AI: Micron holdings surge 200%, buys new Korea ETF

Wall Street tycoon Tepper bets on AI: Micron holdings surge 200%, buys new Korea ETF

``` David Tepper of Appaloosa Management made large bets on artificial intelligence-related investments in the fourth quarter of last year, significantly increasing his holdings in Micron Technology and initiating positions in Korean stocks. Both of these investments have performed strongly this year. The billionaire hedge fund manager raised his position in

Lagarde May Step Down Early: Countdown Begins for Power Transfer at the ECB

Lagarde May Step Down Early: Countdown Begins for Power Transfer at the ECB

``` European Central Bank President Christine Lagarde is expected to step down before her term ends in October 2027. Europe’s top monetary policymaker hopes to complete the handover before France’s presidential election in April next year, giving outgoing French President Macron and German Chancellor Merz the chance to select

When "smart toilets" become targets of "AI storage"

When "smart toilets" become targets of "AI storage"

``` In Tokyo’s traditional stock market sectors, TOTO has long been regarded as a defensive asset in the bathroom industry. But in the eyes of the London-based activist hedge fund Palliser Capital, this century-old “king of toilets” is a severely misunderstood and undervalued AI storage chip concept stock. Last week,