All-Weather Media

Admin

New tool for stock hedging! JPMorgan: If gold allocation rises to 4.6%, the gold price could double.

New tool for stock hedging! JPMorgan: If gold allocation rises to 4.6%, the gold price could double.

A potential transformation in asset allocation is quietly taking place, with gold possibly replacing bonds as the new favorite in hedging portfolios. According to news from Wind Chasing Trading Desk, a latest report from JPMorgan dated October 22 shows that gold is likely acting as a structural supplement, partially replacing

The EU has adopted a new round of sanctions against Russia, banning imports of liquefied natural gas starting in 2027 and, for the first time, including crypto platforms in the sanctions.

The EU has adopted a new round of sanctions against Russia, banning imports of liquefied natural gas starting in 2027 and, for the first time, including crypto platforms in the sanctions.

``` According to CCTV News, on the 23rd local time, Kaja Kallas, the EU High Representative for Foreign Affairs and Security Policy, announced that the EU has officially approved the 19th round of sanctions against Russia. Earlier that day, EU member states reached an agreement on the 19th round of sanctions

AI infrastructure is far from finished? PE giant Apollo: The energy demands of AI “cannot be met in our lifetime”

AI infrastructure is far from finished? PE giant Apollo: The energy demands of AI “cannot be met in our lifetime”

``` An executive at private equity giant Apollo Global Management has issued a warning, stating that the massive energy demands of artificial intelligence pose a huge gap with the current global electricity supply—a gap so severe that it may not be bridged within our lifetimes. “The gap between the energy

Under the "iron chain" constraints, this metric is very important for tech giants.

Under the "iron chain" constraints, this metric is very important for tech giants.

``` Author: Bao Yilong Source: Hard AI Amid the investment boom in AI infrastructure, Remaining Performance Obligations (RPO) is becoming a key indicator for measuring future revenue, but behind this seemingly impressive number lies significant uncertainty. On October 21, a Morgan Stanley research report pointed out that in the current AI

Wall Street sees Sanae Takaichi as "bullish" for Japanese stocks: bull market continues, valuations rise

Wall Street sees Sanae Takaichi as "bullish" for Japanese stocks: bull market continues, valuations rise

``` The appointment of Japan’s first female Prime Minister, Sanae Takaichi, is sparking a collective bullish outlook among Wall Street investment institutions. Both Morgan Stanley and Citi believe this historic political shift will drive an expansion of Japanese stock valuations and sustain the bull market trend. According to CCTV News,

Modi may miss the ASEAN summit, missing the chance to meet with Trump.

Modi may miss the ASEAN summit, missing the chance to meet with Trump.

``` Indian Prime Minister Modi will be absent from the ASEAN summit held in Kuala Lumpur, meaning he will miss a potential opportunity to meet with U.S. President Trump. Malaysian Prime Minister Anwar Ibrahim confirmed this news on Thursday via social media. He said that Modi called to inform him

Amazon develops AR glasses for truck drivers: display cargo information, scan packages, show routes

Amazon develops AR glasses for truck drivers: display cargo information, scan packages, show routes

Amazon is developing a new tool for its vast logistics network: augmented reality (AR) glasses integrated with artificial intelligence. These glasses can project package information, walking navigation, and delivery instructions directly into the driver's field of view, reducing the frequency with which they need to look down at