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Huang and Nvidia reel on spygate revelations: how big are the risks?
Summary: Today, we assess the comeback in the AI trade on Friday and ongoing market divergences, while wondering how much Nvidia CEO Huang's affair with a Chinese intelligence operative might impact Nvidia besides Huang personally. Also, we note he market's rather dismissive reaction to a strong US job report Friday, perhaps as tomorrow's CPI number weighs more. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Listen to the full episode now or follow the Saxo Market Call on your favourite podcast app.
Links
- Culper Research, a short selling outfit we have never come across before, is out declaring that Nvidia is a short on its "China Problem".
- The big, post-mid-term elections President Trump interview with one of the more careful and thoughtful interviewers out there Ross Douthat. (BTW, Douthat wrote an incredible book that resonated with me called The Decadent Society.
- Michael Every on Macrovoices.com, slightly updated now that we are post-US mid-term elections, but riffing on many of the same things he always discusses, which are certainly worth keeping in frame.
- Someone with very thoughtful comments on the Peter Principle with links to further reading - one for those of you in large organizations.