Thursday, October 30, 2025

Heavy Construction: Electrical Contractor Quanta Services Q3 2025 Revenue Surpasses Estimates at $7.63 Billion, GAAP EPS Falls Short at $2.24, Stock Fades (PWR)

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Aargh, I hate it when stock rise into earnings:    TradingView After trading up $9.12 (+2.07%) yesterday (and up 10.55% over the last month)...

Capital Markets: "US-China Agree to Unwind Recent Actions, while Greenback Consolidates Post Fed Move, and Yen Slumps after BOJ Stands Pat"

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From Marc to Market: Overview: The US agreed to not to block subsidiaries of Chinese companies that were sanctioned and not to enforce the ...
Wednesday, October 29, 2025

"China signals it will pull plug on subsidies for EVs with five-year plan exclusion"

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Now is the time we juxtapose. Following on the earlier posts, " Earnings Doubts Reign as BYD Stock Set for Fifth Month of Losses "...

Ahead Of The Trump-n-Xi Meeting: China's 15th Five-Year Plan

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Trump-n-Xi, not to be confused with the Zuider Zee or any other zees, though the plan does accelerate China sea-power 'aspirations'....

"How to Land a Job in Quantum Computing..."

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First, read this excellent December 2024 primer from Barron's " ...How to Pretend You Understand Quantum Computing. " Next rea...

"Earnings Doubts Reign as BYD Stock Set for Fifth Month of Losses"

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From Bloomberg, October 29: BYD Co.’s Hong Kong-listed shares are heading for their longest streak of monthly declines since 2018 as inves...

"Meta Tumbles, Microsoft Slides, Alphabet Soars After Mag 7 Earnings Deluge" (GOOG; META; MSFT)

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From ZeroHedge, October 29: With the Fed decision in the history books, attention turned to the barrage of Mag 7 earnings after the close to...

"Melissa insured impacts in the billions. Jamaica cat bond full loss most likely...."

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From Artemis, October 29: The global insurance and reinsurance industry is facing losses in the billions of dollars after major hurricane M...

"South Korea welcomes Trump with its highest award, a golden crown and ketchup"

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From Reuters, October 29: South Korea welcomed U.S. President Donald Trump on Wednesday with a replica gold crown and awarded him with the...

"Build Your Own Fed Statement" (plus a template for the upcoming COP 30 climate meeting)

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A repost from July 2013:  From Mortgage Daily News: Parsing the Fed is everyone's favorite game, so before the Fed wraps its fifth meet...

Can AI Identify An AI Bubble?

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Google AI says no: While AI can be a powerful tool for detecting patterns that might indicate a bubble, it cannot definitively determine i...

"Move Over Mall Santa, Accounting Is the New Hot Holiday Job (?)"

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From Going Concern, October 23: WUSA9, the CBS affiliate in Washington DC, ran a segment today about hot holiday jobs and the list will def...

Capital Markets: "Japanese Verbal Intervention was More Effective than Bessent's, and the Dollar is Bid Ahead of FOMC Outcome"

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From Marc Chandler at Bannockburn Global Forex: Overview:  The market is optimistic a deal will be struck between the US and China tomorrow....

"Ray Dalio Has Created an A.I. Clone of Himself to Pass on His Wisdom"

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Let's hope this works better than the last one. From Observer, October 22: Ray Dalio’s “Digital Ray” uses decades of his writings to rep...

"Jamie Powell, Winston Churchill, and Anthony Downs On A Variant Of Semantic Satiation"

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The issue-attention-cycle is a challenge known to every activist since the Greek women withheld sex in their effort to end the Peloponnesian...

"Bill Gates Says Climate Change ‘Will Not Lead to Humanity’s Demise’" (calls for 'strategic pivot' in climate change fight away from curbing emissions)

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From the New York Times, October 28: In a memo, the Microsoft co-founder warned against climate alarmism and appears to have shifted some of...
Tuesday, October 28, 2025

Transcript: CEO Jensen Huang GTC Keynote, October 28, 2025 (NVDA)

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At the close of the regular trading session Nvidia's market capitalization was $ 4.894 Trillion. If it holds the overnight move—up anoth...

"Foxconn to deploy humanoid robots at Houston AI server plant"

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From Reuters via Investing.com, October 28: Foxconn, the world’s largest electronics maker and Nvidia ’s key AI server maker, said on Tuesda...

"Is the India–China détente real?"

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From Australia's Lowy Institute's Interpreter blog, October 28:    Existential differences and longstanding distrust make the curren...

"Government shutdown live updates as Senate fails to advance GOP funding bill for 13th time"

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From CBS News, October 28:  What to know on Day 28 of the government shutdown: The Senate failed to advance a Republican-backed funding bill...