Climateer Investing
In war, everything not censored is a lie.
Tuesday, November 18, 2025
"How Singapore can win the AI race "
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First, northeast to conquer Shenzhen followed by Beijing. Then a hard right - eastward, ever eastward, to Silicon Valley, Palo Alto, Stanfor...
"A.I. Models Can Exhibit Human-Like Gambling Addiction Behaviors: Study"
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From Observer, November 17: The study found that large language models (LLMs) displayed high-risk gambling behaviors, especially when given ...
"Washington D.C. benchmarks Netherlands dementia village model"
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<Insert government-by-gerontocracy joke here> From Korea's ChosunBiz, November 11: Washington, D.C. explores Dutch-style community...
Rabobank: The Polycene and the Monocene
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From Rabobank's Michael Every via ZeroHedge, November 18: The Boundaries Dividing Political, Monetary, Fiscal, Trade And Other Policies...
"Data centers are concentrated in these states. Here’s what’s happening to electricity prices"
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From CNBC, November 14/17: Electricity prices are surging, voters are growing angry, and the artificial intelligence industry’s data center...
"The A.I. Prompt That Could End the World"
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From the New York Times, October 10: By Stephen Witt Mr. Witt is the author of “The Thinking Machine,” a history of the A.I. giant Nvidia. ...
May 20 2025: "Elon Musk says AI could run into power capacity issues by middle of next year"
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From CNBC, May 20: Elon Musk said AI data centers could face power capacity issues the middle to end of next year. Musk said his art...
"Royal Mail owner gets £4.5bn stake in French oil giant" (TotalEnergies' pivot to electricity)
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From The Telegraph, November 17: Billionaire will sell half of his Eastern European power business for shares in TotalEnergies The billiona...
Capital Markets: "Equities Wish it were Turn Around Tuesday as Rout Continues and No Relief for the Yen"
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From Marc to Market: Overview: A sell-off in equities is continuing while the foreign exchange market is quiet with the greenback confined ...
"‘Sell Japan’ Trade Emerges as Fiscal Worry, China Tensions Weigh"
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From Bloomberg, November 17: Japanese stocks and government bonds extended losses on Tuesday, as sentiment cooled on concerns about a dipl...
Monday, November 17, 2025
"How to Not Get Kidnapped for Your Bitcoin"
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From the New York Times, November 17: Escaping zipties, hiring bodyguards and other practical lessons in self-defense for crypto traders, af...
"China Dials Back Budget Spending by Most in Over Four Years"
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From Bloomberg, November 17: China’s broad fiscal spending slumped in October by the most since at least 2021, crippling a key driver of i...
And in other news: "China’s first flying car factory begins trial production, mass delivery set for 2026..."
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From the state-directed, outward-facing propaganda organ, Global Times, November 12: XPENG Aridge has begun trial production at its flying c...
"OpCore plans €4bn data center at former EDF coal power plant outside Paris, France"
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From DatacenterDynamics, November 17: Firms in exclusive negotiations over site The site of a former coal-fired power plant outside Pari...
"Beyond fission: Where China is getting with small modular and fusion reactors"
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From Pacific Forum, November 13: On Oct. 13 of this year, the PRC state media outlet CPNN, reported that China is pulling ahead in advance...
How Silicon Valley is preparing for the jobless AI future it’s creating
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From the New York Post, November 14: Silicon Valley is preparing for the future it’s creating. As AI eliminates white-collar jobs — do...
Capital Markets: "Downgraded Chances of Fed Cut Next Month Help Underpin the Greenback"
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From Marc Chandler at Bannockburn Global Forex: Overview: The US dollar is slightly firmer against most of the G10 currencies, with the Ant...
"Norway's Wealth Tax Unchains a Capital Exodus"
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“the art of taxation consists in so plucking the goose as to obtain the largest possible amount of feathers with the smallest possible amou...
"Power: The answer to and source of all your AI datacenter problems"
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From The Register, November 15: Digital Realty CTO Chris Sharp weights impact of densification on the datacenter and the rise of the AI fac...
"Scammers Find ‘Jurisdiction of Choice’ in Singapore"
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From PYMNTS.com, November 16: Singapore’s status as a financial hub has also made it a popular destination for scammers. That’s accordin...
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