Update 1-10-2026 (Trade, AI)
- Jia Han
- Jan 11
- 6 min read
Trade:
Good and easy to understand. It has indices. (19:50) US-Japan trade deal, China's chaos-to-prowess strategy. This is helpful to see behind the scenes.
Invest:
I value Brad Gerstner highly. CNBC seems to have no full interview video.
Software is uncertain at this time, as Brad Gerstner said.
The one below is also good. This investment cycle should be longer than the internet. It will need huge semis because, unlike computers, many chips will be in use in all kinds of devices. I bought many chip equipment companies’ stocks, all performed well: AMAT, KLAC, ASML, LRCX, and chip stocks: AVGO, AMD, NVDA. Cyber security is another area: CRWD, PANW.
World
Carney is getting his 'HEAD SQUEEZED' on this, Kevin O'Leary says (1-10)
Keane: I am STUNNED by this (Venezuela, Iran 1-10)
How Maduro’s Arrest Could Impact China’s Latin America Strategy (1-9)
Why China and Russia have 'great interest' in Greenland (1-9)
Understanding Iran’s Protests: Is the Regime Finished? (1-10)
‘FULL OF BLUSTER’: Chang reveals China cannot take on President Trump (1-9)
DETAILS: Trump outlines timeline for Venezuela, plan for oil assets (1-8)
JUST IN: Dozens in Iran reportedly dead, more than 1,200 detained (1-8)
Fmr. Amb China: Trump and Xi don't want to rock the boat with Venezuelan oil (1-8)
Rubio And Hegseth Update U.S. Posture Towards Venezuela After Maduro Capture (1-8)
Coercive Diplomacy: Venezuela, Iran, and . . . Greenland? (GoodFellows 11-8)
Marco Rubio Went From Trump Rival to the MOST Powerful Admin Figure (1-7)
*Marco Rubio Understands About Venezuela in a Way NO ONE Else Does (1-7)
Gen. Keane WARNS about Venezuela: ‘The goons and thugs are still in charge’ (1-6)
‘ADVERSARIES SHOCKED’: Gen. Keane on why China is REELING after US action (1-7)
Trump predicts Cuba 'going down' as experts discuss sanctions, economic impact (1-6)
Harris Faulkner: The writing on the wall is VERY clear here… (1-6)
Venezuela saw leadership change, not regime change: CFR's Haass (1-6)
*Adm. doesn't want Venezuela harboring Russia, China and Iran: Caruso-Cabrera (1-6)
China ON NOTICE as Venezuela shake-up rattles oil markets (1-6)
US sends CHILLING message to global strongmen with Maduro operation (1-6)
*Konstantin Kisin On Putin's Ultimate Goals And The Russian Mindset (1-5)
*Walter Russell Mead WSJ 1-4 Will Trump’s Resolve in Venezuela Hold Up?
Pete Hegseth: Nicolás Maduro F---ed Around and He Found Out (clip)
*Waltz issues CHILLING warning after Maduro's arrest: Not your 'grandfather's mafia' (1-5)
*Jack Keane: This is the BIG question (1-5) op success
Venezuela strikes expected to send ‘big message’ to China and Russia (1-4)
*US wants Salvadoran-style relationship with Venezuela: Bill O’Reilly | NewsNation (1-4)
Trump aim at Mexico's Sheinbaum after Venezuela strike: 'CARTELS ARE RUNNING MEXICO' (1-4)
*Gen. Keane: 'INTELLIGENCE' allowed the US to capture Maduro alive (1-4)
Bret Baier: This has the potential to change the face of Latin America (1-4)
*Western Media Gets Ukraine Wrong – Konstantin Kisin (clip 1-3)
*Gen. Keane: THIS is a bold-faced LIE (1-3-2026) Ukraine, Iran,
*Niall Ferguson: 'We don't need to invoke fascists or Roman emperors to explain Trump' (clip)
Behnam Ben Taleblu on the currency crisis sparking demonstrations in Iran – BBC (1-1)
Hamas must do this or Israelis will ‘take care of them,’ national security expert warns (1-2)
This could be a MASSIVE strategic win for the Trump admin, expert says (1-2)
*Niall Ferguson’s 2026 Forecast: More War, More Antisemitism, Less Unity (1-1)
Australia
Legal
Politics
NEW Video From ICE Officer's Cell Phone of Confrontation in MN Before Shooting Shows the TRUTH (1-10)
Ted Cruz: The scale of this is BREATHTAKING! (fraud 1-10)
'ABSOLUTE DISGRACE': Vance calls out CNN, media for 'LYING' Minneapolis attack (1-9)
New video angle changes EVERYTHING in ICE shooting case (1-9)
*The Media’s Pathetic Freak Out Over Nick Shirley’s Viral Minnesota Video (1-3-2026)
Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal (1-1)
Economy & AI
AI, tech to power market to new highs again, says Evercore ISI's Emanuel (1-10)
*We are at the peak of relative China AI capability vs U.S., not China overtaking U.S. (1-10)
We've probably seen Jerome Powell's last cut as Fed chair, M El-Erian (1-10)
Iraq more important near-term for oil than Venezuela, Wharton's Siegel (1-10)
*Howard Lutnick: How America Can Hit 6% GDP Growth in 2026 (1-9)
democracy, capitalism hasn't delivered for middle class: Walter Isaacson (1-9)
Google's Gmail unveils new AI features powered by Gemini (1-9)
Lisa Su: AI Is Not Hype, Demand Will Explode to 5B Users (1-7)
‘AI EVERYWHERE’: AMD CEO Lisa Su says chip demand is exploding (1-7)
Nvidia stock inexpensive given its growth trajectory, says Bernstein's Rasgon (1-7)
*Labor market is decoupling from growth, says Mohamed El-Erian of Allianz (1-7)
*Nvidia CEO Jensen Huang: We've been thinking about robotics for a long time (1-7)
*'We're still very early in the super cycle,' says Altimeter Capital's Brad Gerstner (1-7)
*Altimeter's Brad Gerstner reveals his software investment strategy (1-7)
Brad Gerstner Live on Halftime… - Halftime Report - Apple Podcasts (1-6)
*The Economic Crisis Nobody's Talking About | Sir Niall Ferguson (1-6)
*The Debt Crisis No One’s Talking About - Sir Niall Ferguson (1-5)
Nvidia CEO Jensen Huang gives keynote address at CES, unveils automated vehicle AI (1-6)
Tech bull market continues to play out, says Wedbush's Dan Ives (1-6)
Robotics, scientific discovery are key 2026 themes for AI market: Gabelli's Belton (1-6)
China’s AI-powered IPO boom highlights the public-vs.-private debate in U.S. AI (1-6)
Deepwater's Gene Munster on what's ahead for tech in 2026 (1-5)
Nvidia will remain a winner this year, Constellation Research's Ray Wang (1-3)
This will be a 'BIG DRIVER' for growth in US, expert predicts (1-3)
2026 will be an 'explosive year' for AI, says SandboxAQ CEO Jack Hidary (1-3)
Jay Chaudhry Zscaler CEO on tackling AI's Agentic shift (1-3)
CNBC's Investment Committee's Top Picks for 2026: Amazon, Sabra and Visa (1-3)
*Futurum: This is a very big year for inflection with Nvidia (1-3)
*Anthropic bets efficiency can beat brute-force scale in the AI arms race (1-3)
How to tackle the AI job apocalypse (1-1) CNBC
*Mohamed El-Erian on decoupling of GDP growth from employment (1-2)
Ethan Mollick's AI Forecast for 2026: Trends to Watch (1-2-2026)
*How the U.S. Can Get Its Debt Under Control (11-2025)
Meta buys intelligent agent firm Manus: Here's what you need to know (1-1)
*Jeremy Siegel’s 2026 Economy Forecast & Predictions for the Markets (1-1)
Deepwater's Doug Clinton: AI trade still intact, 'has a few more years to go' (1-1)
Health
WaPo 1-7 5 essential exercises for aging well
AI Summary: For healthy aging, focus on five key exercise types: Strength (like squats/sit-to-stands), Balance (single-leg stands), Flexibility (stretching/yoga), Cardio (brisk walking), and Core Stability (planks), as these improve daily function, prevent falls, boost mental health, and maintain independence,
(AI Gemini gives a good, easy to read ....)
WaPo 1-8 8 things to do this year to lower dementia risk and protect your brain
WaPo 5 simple food rules to boost your well-being without dieting
WaPo/MSN 1-2 What a longevity expert eats in a day
History
Religions & Ideologies




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