Block just announced more than 4,000 layoffs, almost half of its staff, and its founders directly said AI has improved productivity. The reduction of the purchase of software authorization by businesses is a direct blow to the traditional SaaS model.

Hong Kong stocks are in the dumps, and have been there for some time. This was not always the case. I know, I was there. MB

 the long holiday of Spring Festival in China is finally over

According to EPFR data cited by Bank of America, European, Japanese and emerging market equity funds have swooped $125 billion this year, far behind US$35 billion in US funds. Only 26 dollars of money that went into global stock markets this year went to the US for every 100 dollars, the lowest since 2020!

Social media amplifies unrealistic expectations, fostering comparison invest only on the game you understand

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Take Charge of Your Life - Avoid drifting through life; make intentional choices. - No one is coming to save you; start deciding now. Invest alpha?

Sany's high international profit margins are not accidental but the result of a deliberate strategy to compete on technology and brand rather than price alone. The key drivers are premium pricing through product leadership, a strategic shift to higher-value offerings , and relentless operational improvement. This virtuous cycle has established the international business as the company's core profit engine

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truth requires courage. Courage to disappoint others. Courage to walk without applause. Courage to face parts of yourself you avoided for decades. 

Transport stocks in the industrial sector became the focus on Friday. CHRW.US The stock price plummeted by 8 times standard deviation, an unusual fluctuation that highlights AI panic is spreading from the technology industry to the traditional industry Next wave.

cwk jll cbre 2 days free fall

Last night's non-farm data (NFP) was a textbook-level "data fight". The White House hinted at the data might be bad, and the Bureau of Labor Statistics (BLS) threw a new blast figure of 130,000, far exceeding the expected 65,000, and the unemployment rate dropped to 4.3%. On the surface, the US economy is terrifyingly strong, directly sealing the possibility of the Federal Reserve cutting interest rates in March. But the devil hides the details: BLS secretly reduced the average monthly new jobs for the whole year of 2025 from 49,000 to a horrendous 15,000. The full-year employment growth in 2025 is still significantly reduced to 0.184 m, far below the original 0.584 m, setting the weakest record since 2003 during non-recession periods! That is, what we thought of as moderate growth over th

Popular perception: Japanese debt is 250% of GDP and is ready to collapse at any time. If you subtract from assets held by Japan (stocks, overseas assets, etc.), its net liabilities, Net Public Liabilities, the black line, have actually been cut since 2020, and currently only accounts for about 65% of GDP. Asset price inflation (Asset Inflation) subtly "deflates" Japan's balance sheet pressure. This means the Bank of Japan (BoJ) is more confident than the market thinks it is in the path of normalizing policy. The yen's recent rally (up 1.19 percent today) may just be the beginning. This is a long neglected macro variable.

Alphabet plans to issue the first tech "100-year bond" (in pounds) since Motorola in 1997. This is a very symbolic moment. A. Finance & Business Fundamentals (The Bulls) Lock in ultra-long low cost funds: Issuing a century-old bond means Google has locked in financing costs for the next century. In the current interest rate environment, this is extremely beneficial for issuers. The ammunition depot of the AI arms race: AI infrastructure (data centers, chips) is a gold-guzzling beast. This money will be used directly to maintain its leading position in the AI field. Despite facing regulatory pressure, the success of Gemini 3 demonstrates that its technical moat remains unfathomable. This shows the ultimate recognition of Google credit (which is rumored to have oversubscribed), which is