DeepSeek shatters AI market. The US needs to wake up. AI is turning into a battleground. My prediction is that they will however until then one can expect more short term jitter (and itchy bums) for investors. Great boost though for high tech STEM jobs in the West. Also gives another significant direction indication of the importance of the H1-B visa argument. I am with Elon Musk over Steve Bannon on this one.India is a natural ally of the West and their technical expertise cannot hurt.
War in the Congo DR- Access to Mineral resources (including many used in the computing industry) is the big factor here. Rwanda is a key ally of the West and the small nation is backing the M-23 rebels in the East (who have likely taken the city of Goma). However there is strong poterntial that the conflict will spill over into the rest of the country and indeed the continent. Expect the war here to dominate news cycle for the next few months. Once again the United Nations looks ineffective. US and China (possibly) will have to act before this becomes another proxy front in a war between these powers.
Land Expropriation in South Africa without compensation - I saw this happening as early as 1994. It wasn't difficult. This is straight out of the Marxist playbook. A concerted effort by the West is needed to force South Africa to reverse such a policy. It still astounds me as to how the ANC has managed to outplay the free market DA in South Africa. If the latter represents the voice of reason in the country then the nation is in a worse state than I could have imagined.
Good News for Trump - The cabinet nominees are falling into place. Trump has promised a lot and looks to be delivering in the immediate. Most important is that his administration stays the course with respect to the deportation of illegal aliens.
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