2025-11-04

• https://www.ft.com/content/786642f4-32d4-4f92-a5d0-8a363c2f7212 [ The dark side of Japanese convenience stores myFT ] B
• https://www.wsj.com/opinion/the-microchip-era-is-about-to-end-e71eb66a?gaa_at=eafs&gaa_n=AWEtsqfK6fKeVgBiZPo3jLpt8vLtS-vO4zo4QdQ2iukiGSEQy1ZbzszmewTr&gaa_ts=690a7fb8&gaa_sig=Ne5uZ3Wi1RkQhYdyPimNBlv0zUyafZoT1OijKMhtoS58UrOzH0CcvAZoRjFiakEnwSqOwl26qHEZfiAErkPLhQ%3D%3D [ The Microchip Era Is About to End wsj ] B
• https://www.nytimes.com/interactive/2025/11/03/world/asia/china-exports-trump-tariffs.html [ What Trade War? China s Export Juggernaut Marches On. the new york times ] B
• https://www.ft.com/content/14060476-aa0a-473d-9849-ab55d6988503 [ Asian markets’ reliance on AI boom raises ‘bubble’ fears myFT ] B
• https://www.ft.com/content/cad2cdd6-7cce-4de3-8710-977de667378c [ China offers tech giants cheap power to boost domestic AI chips myFT ] B
• https://www.bloomberg.com/news/articles/2025-11-04/burry-discloses-puts-on-nvidia-and-palantir-after-bubble-warning [ Burry Discloses Puts on Nvidia and Palantir After Bubble Warning bloomberg ] B
• https://www.bloomberg.com/news/articles/2025-11-04/bitcoin-btc-hits-two-week-low-with-risk-appetite-muted-after-wipeout [ Bitcoin Falls to Lowest Since June as Risk-Mood Hits Crypto bloomberg ] B
• https://www.wsj.com/finance/investing/this-famous-method-of-valuing-stocks-is-pointing-toward-some-rough-years-ahead-4eb6a498?gaa_at=eafs&gaa_n=AWEtsqdey9DC5QaPX3fKvEml3HtvAM-5RvsEHsQWdwup3Wr9bsEh9cGibHP0&gaa_ts=690a7ff4&gaa_sig=f6_pbDCs3X26QZxBxKAvTEFxp6pBtw2iZOTn1Hjz7fsGvaW0EUxIWrRkNxzEPI8mwXNFXyKrVVPDDb3oBDd4fg%3D%3D [ This Famous Method of Valuing Stocks Is Pointing Toward Some Rough Years Ahead wsj ] B


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