Snapshots that wow!

34 years and 2 months later…

It is not ordained that equity markets must always go up/ or always go up in a 7 year period, etc. We are lucky to be born in a country where this has happened so far.

I was not born as yet, when Nikkei crossed 38900 last time around.

Source: FT

China is the new China + 1

We all read the headlines reporting Mexico overtaking China as USA’s largest trade partner. Yet as always, we underestimated China.

“China is shipping more goods to the US via Mexico, circumventing steep tariffs imposed by the Trump administration and retained by Joe Biden’s White House, according to a Financial Times analysis of trade data.

Figures from Container Trades Statistics, analysed by Xeneta, show the number of 20ft containers shipped from China to Mexico hit 881,000 in the first three quarters of 2023, the most recent period for which data is available, up from 689,000 in the same period of 2022.”

Source: FT

Consumer Demand is Twitchy!

Head count for TWITCH (TCS, Wipro, Infy, TechM, Cognizant and HCL Tech) was lower for the fourth consequent quarter. No wonder consumer demand remains elusive.

Source: Axis Capital

End of an Era

The company's Germany operations at world's largest integrated chemical complex Ludwigshafen contributed 30% to its EBIT in 2015. In 2023, Germany has become a drag.

The era of the German Industrial Complex may be coming to an end.

Source: BASF

Human Genome, a compute problem defying Moore’s Law

Figuring out the human body is quickly being turned into a compute problem AND the expense of that compute is falling faster than Moore's law

For 4.6% ($600) of the average annual cost of healthcare expenses per person ($13,000) - you can now scan an entire human genome.

"Three fundamental shifts are enabling the exponential progress of biotechnology: First, advances in AI are making truly predictive models for biology possible; second, the rapidly decreasing cost of running biological experiments to generate data for those models, driven by innovations in lab automation and robotics; and third, our ability to engineer animal and plant cells through technologies like CRISPR."

Source: Noah Smith

Content you don’t want > Content you want

In a war between content you don’t want (ads) and content you want, it seems what you don’t want wins!