• Biden signed a 'China competition bill' Chips Act, to 'boost US chipmakers'

    Haven't looked yet what else is in this bill.


  • Attention and brain waves.
  • Semi conductors versus longterm bonds being analyzed by CNBC

    Semis down versus longterm bonds up.

    Talking about going back to 2020 levels as a baseline. That's because then we were not in a rising rate environment, we had a huge tailwind to the overall market, a huge pull forward for semiconductors, hardware, everything across the board, but now we're in a rising rate environment, and everything is calculated on discounted cashflow. That's why tech stocks will run (upwards in value) when rates are low and not when we're in a rising rate environment.

    2020 might not even be the right thing to look at, because then there was no inflation, and rates were at zero. So equities maybe should be valued even worse than that.

     
  • Mexico nationalized lithium

    "Elon Musk's worst nightmare."

  • Twitter has made it so you can't search for Russia Today and Sputnik, reportedly

     
  • Ukraine has put up cypto wallets for people to donate

    ... saying the money would be used to destroy as many Russian soldiers as possible, it was reported.

    They've received several million into these wallets.

  • Removal of Russia from Swift

    But more important, commenters say, are the restrictions US and allies are placing on the R central bank.

    R has $600b in foreign reserves. The restrictions aim at preventing Putin from using that money to fund the invasion and to keep the R central bank from offsetting the falling Ruble.

    Putin has built up that big foreign reserve pile (3rd largest in the world) over several years, some say in an attempt to "sanction-proof" his economy. He's cut his debt ratio to GDP.

    There's talks that Switzerland will even join the sanctions.

    The Swift and R central bank sanctions may have isolated the R economy and put it into a sort of freefall. The R people will likely feel this, as will the R oligarchs.

    They have not yet done trade sanctions (ie go after oil and gas), because Europe gets over 40% of its gas from Russia. Such sanctions would cost everyone around the world.

     
  • EU majority vote against mass surveillance through facial recognition

    ... such as that used by police. It's called 'biometric surveillance.'

    It's not a law against, that they voted for. It's more of a statement against the idea.

     
  • Rayban changes leading design into 'waycreepers'?

    It's been reported Rayban has licensed or partnered or something with fb to put camera's in their most iconic line.

    So now are we going to be looking for this design to spot people creeping on public locations?

    The last time a large glasses-camera attempt was made was a few years ago. It was Google Glass. What ended it was when a wearer (you might imagine that people interested in buying these products correlate somewhat with people who don't respect the public privacy of others) was punched for wearing them somewhere. Whether for the pr or whatever that might follow this, the project was turned down or off. Will we see the same thing here, to end the current movement towards spying on all public life?

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