China

Blackstone CEO on the 2007 real estate crash: "we made 2.2 times our money"

9 moments: the 2015 bus ride with Jack Ma that led to a $10B data-center bet, 2 years spent training his successor in private, and the store his father…

Oct 28 • Scuttlebutt

90% of Anduril's US-made laptop is sourced from the US and allies, its founder finds

12 takeaways: why Anduril builds its own computers, what Meta's $98B raise and Anthropic's $80.7B half-year loss say about AI funding, and how much AI…

Oct 28 • Scuttlebutt

China's AI gap with the US has shrunk to 6 months from up to 2 yrs, says ex-Google CEO

9 calls: why the US needs 60 to 80 gigawatts more power by 2031, the "obliteration" technique that strips AI safety limits, and why most of the world…

Oct 28 • Scuttlebutt

Fidelity EM manager on China: "They took a thousand days of red tape out of the process"

15 calls: why emerging markets may be the best place to own AI, Taiwan as his top conviction, a margin-call frenzy in Korea, Brazil's election rally and…

Oct 18 • Scuttlebutt

Porsche CEO on price increases: "20% on the top 10,000 cars and customers"

6 takeaways: the Mission S, a new model line above the 911, a "reset" in China, why the 718 goes electric-only, and why Porsche's volumes don't justify…

Oct 18 • Scuttlebutt

JPMorgan CEO: Ford will commit $1B of purchasing to new Michigan manufacturers

7 insights: Why Jamie Dimon says markets alone won't rebuild US factories, why rising yields don't change the plan, and why Ford's CEO thinks it can…

Oct 12 • Scuttlebutt

"Gold will blow through $5,500 an ounce for sure": Equinox Gold founder on the bull run

11 lessons: why mine supply has not answered $4,000 gold, why he expects copper to fall in 4-5 years, and the uranium call he got wrong

Oct 12 • Scuttlebutt

OpenAI's revenue is $20B lower than reported, Arena raises $200M — TITV

8 takeaways: the accounting gap behind OpenAI's revenue "snafu," three more Chinese tech giants entering the AI model race, and why Domyn is selling AI…

Oct 10 • Scuttlebutt

China's fossil fuel use cancels every emissions cut elsewhere — ex-Bridgewater CEO

16 lessons: the seven storms behind a new market era, the two likely endings to the Iran war, why one tanker strike freezes insurers, and how to lead a…

Oct 10 • Scuttlebutt

Pictet research head on China: "I'm not even sure we have 10 years ahead of us"

14 insights: why US debt is backed by US technology, why the old emerging-market label is obsolete, and why Germany's exit from nuclear power was a…

Oct 10 • Scuttlebutt

2 years to a debt squeeze, and stocks are already in a bubble, Ray Dalio finds

10 calls: why he holds 5–15% of a balanced portfolio in gold but only 1% in Bitcoin, why he is short debt, and why he sees the midterms through 2028 as…

Oct 9 • Scuttlebutt

Selling 90% of an SK Hynix stake still left a 7% position — Platinum Asia PM

14 takeaways: why memory stocks on 4x earnings can still surprise, India's $85-a-head health spending, Indonesia at 10x earnings, and why Korea is his…

Oct 9 • Scuttlebutt

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