ขอ 2 สุภาษิต เพื่อเป็นคติพจน์เตือนตัวเองล้วนๆ สำหรับ CZ and SAM , respectively 1. 有恩必达, 有仇必报 : บุญคุณต้องทดแทน ความแค้นต้องชําระ👏 2. เลี้ยงเสียข้าวสุก for 🫵SAM, You good-for-nothing thick heads! 😡

Absolute bias👎 Peak China? Sometime in Apr China’s population will be overtaken by India’s~1.43b With China’s pop in decline& its economy facing headwinds, expect much discussion of whether China has peaked. Slower growth means its economy may never overtake America’s in size.

🌓 2 things are invariably True. 👆 One, the world keeps getting better. 🌎 👇Two, people always think it’s getting worse. 💀

"I'm tired of hearing this is the biggest election in your lifetime...The reality is over time, it doesn't matter." – BlackRock.

The Situation is not resolved, but the mind is resolved.

"If we tear the world apart— the economic battlefield—in trade, pricing, —us against Europe, us against China— we're going to have issue. So, America First is fine. America alone—if we end up alone because, — we're tearing the world asunder—we will have made a mistake." JPMorgan.

Who will pay the tariffs? Will Trump's tariffs policies bring manufacturing back to the U.S.?

Teacher of the year award goes to this guy

Nadal said, Win/lose, it doesn't matter. The important thing is to follow the plan. 🏴Thai stock, crisis is crisis, crisis is not opportunity. 🏴American stock, crisis is opportunity. 🏴 Chinese stock, crisis is opportunity (must look long term) Then, just follow the plan.

Bill Gross, co-founder of PIMCO, advised investors against buying the dip amidst current market turmoil, likening the situation to significant economic shifts of the past. He emphasized caution as the market grapples with new tariffs and economic policies. 😵‍💫

"I would advise none of the countries to panic. I wouldn't try to retaliate, coz as long as you don't retaliate, this is the high end of the number..Let’s see how things unfold, coz if you retaliate, things will escalate." — Scott Bessent. ทำดีได้ดีมีจริงหรอ? ทำชั่วได้ดีมีถมไป

The world new rules of “Kiss the Ring” capitalism. มันใช่หรอ ? โลกจะเอาอย่างนี่กันจริงๆหรอ ?

"If perfectionism were a medication, the label would alert us to common side effects. 'Warning: may cause stunted growth'." - Adam Grant. (picture by QWen - just draft 1)

Cook responded to analysts' questions whether OpenAI's work on AI hardware, co-designed by Jony Ive, would impact the iPhone business. — He sees the device as complementary to the iPhone rather than replacing it🤔 — He, himself cannot imagine the world without the iPhone🤔

“We don’t sell them our best stuff, not our second-best stuff, not even our third-best. […] You want to sell the Chinese enough that their developers get addicted to the American technology stack." —Howard Lutnick. 😵‍💫If you think they're stupid, You're the stupid one.

Host: If India were a stock, what would it be? Aswath Damodaran: Palantir (It's growing rapidly.) I think if Thailand were a stock, I'd say Intel.😨 It's declining. Why? Thailand is using up all its past merit and can't build new ones fast enough -กินบุญเก่าหมด สร้างบุญใหม่ไม่ทัน

Using AI to replace bank loan officers. It doesn't mean banks will issue more loans. Cr. Nicolas Colin.

'AI Bubble'🫧? TSMC that will decide How big it gets.

Watch “From Hype to Heritage: Identifying Durable Winners in Luxury Investing” on #Vimeo vimeo.com/1136229525?fe=… Lvmh, Culture capital will pay a rold, F1 & Paris Olympics r not anyone can do, talent acquisition - a lot of advantages

ฉันตามไม่ทันแล้ว .. พี่บัวลอย x.com/demishassabis/…