Will US banks fall after a 0.25 rate hike?

2024-03-09 06:03:32

No

The Fed would not raise rates for no reason. They're saving the dollar. As they said, the US financial system is stable, which means that even if small banks go bankrupt, they will be bought by larger banks.

The increase in rates and the export of gold from the United States does not speak about the stability of the American financial system. But in the short term, everything is stable and under control.

The US Federal Reserve's Interest Rate Decision

What is the reason for the start of the war with Iran?

2026-03-08 07:38:27

The struggle for world domination

The primary goal is to destroy stability in the region. The chaos makes the region dependent on an external arbitrator (the United States), without whom local players cannot ensure their safety. The destruction of the digital and logistics hubs of the Persian Gulf undermines the region's status as a secure center of trade and finance. This will lead to an outflow of capital and technology to other regions (Europe, Southeast Asia), which will weaken the economic independence of the Arab monarchies and increase their dependence on the United States. The secondary goal is to slow down China. China is the largest buyer of Iranian oil. Depriving Beijing of this resource or sharply increasing the cost of its delivery due to the closure of the Strait of Hormuz is hitting Chinese industry. For the United States, weakening the Iran—China link and controlling energy arteries is a strategic priority. However, it is worth considering the risks of such a strategy.: it can rally the opponents of the United States (China, Russia, Iran) into an even closer military-economic bloc and accelerate the process of de-dollarization of the global economy, as countries will see the dollar and the American security system as a direct threat to their existence. The full picture includes: Economics: Saving the dollar and the profits of the military industrial complex. Logistics: Blocking alternative trade routes (Russia-India-China). Technology: Destroying the competitor's potential. Domestic politics: A distraction from the problems in the USA and Israel. The reset of the petrodollar and the preservation of the dollar's hegemony. This is perhaps the most profound economic reason. The bottom line: In recent years, Iran, Saudi Arabia and other Gulf countries have actively discussed switching to payments for oil in yuan, rubles or local currencies, bypassing the US dollar. This threatened the foundation of the American economy, which is based on the demand for the dollar as a reserve currency.

In his first term, Trump unilaterally tore up the agreement with Iran, but due to the coronavirus, he was unable to carry out the plans to the end.

A potential major war in the Middle East

What will be the consequences of the deal between Intel and Qualcomm?

2024-09-26 14:37:08

The deplorable, desktop x64 processors will be destroyed, and only Arm will remain.

Even if Intel's management agrees, it will take several years for international regulators to approve the deal, and eventually Qualcomm itself will sink to the bottom.

Intel is in a financial hole - in the first quarter of 2023, it posted a record net loss of almost $3 billion, and in the second quarter of 2024, it tried to repeat this achievement, bringing its net debt to $1.61 billion.

Qualcomm has approached its rival Intel with an offer to acquire the company

Why is OpenAI buying up all the components?

2026-01-10 03:25:39

In practice, large-scale purchases of GPUs and memory, buying up the best AI labs, and poaching top researchers are a powerful tool for eliminating competitors, especially small and medium-sized players.

In part, this destruction of competitors is not direct, but through economic and technological strangulation. OpenAI and Microsoft do not have to want to harm others - it is enough for them to maximize their progress, and the market itself will exclude the weak. The goal is that the future of AI is determined by 2-3 corporations, not a community of scientists, startups and public organizations.

The main threat is not from AI as a technology, but from the one who owns it.