⏺Американский рынок падает второй день подряд на фоне ожидания сухопутной операции в Иране. Американский Citibank сокращает свою экспозицию на американские акции.
Компания обеспокоена тем, что «быстрого окончания» войны не будет. Индексы SP500 и NASDAQ упали до минимума за полгода.
Чем глубже технологии затягивают в экраны, тем дороже стоит от них сбежать.
Поход в бар с друзьями, вечер в театре, поездка за город превратятся в дорогое удовольствие для избранных. «Аналоговых» мест станет мало, и они будут стоить как полет в бизнес-классе.
Никаких принципиально новых развлечений не будет. Люди всегда хотели одного — историй, эмоций, общения. Поменяется только способ доставки. Теперь финальная точка не экран перед глазами, а прямое подключение к мозгу. Нейроимпланты будут включать персональные ИИ-миры, где мы сами будем главными героями фильмов и игр.
Это и есть главный тренд на 2046 год — не новые форматы, а тотальная персонализация вплоть до уровня нейронов. Алгоритмы, которые сейчас воруют час-другой в день, через 20 лет заберут всё время целиком и мы этого даже не заметим.
⏺Escalation in the Middle East is once again hitting the commodity market
Oil and gas prices soared sharply after new strikes on Iran's extraction infrastructure and retaliatory attacks on facilities in Saudi Arabia and Qatar.
Against this backdrop: ▪️Brent rose nearly to $115 per barrel, gaining 7.61%, although it later pulled back slightly; ▪️Gas is already trading above $3180, showing a 4.18% increase.
The market is pricing in not only the fact of the strikes but also the risk of further supply disruptions. When the conflict affects energy infrastructure, traders, as usual, first buy the panic and then sort out the details.
For crypto, this is more of a bearish factor. Rising oil and gas prices increase inflationary risks and reduce the chances of a quick easing of the Fed's policy. And this puts pressure on all risk assets, including crypto.
The main blow usually falls on altcoins, while Bitcoin may hold up better due to demand from ETFs and institutional investors. But if the escalation continues and commodities rise even further, pressure on the crypto market will also increase.
• The economy is growing, we will not change the Fed's policy • The consequences of the war in the Middle East are still unclear • Progress in reducing inflation related to tariffs should become noticeable by mid-year • If there is no progress in the fight against inflation, there will be no rate cut • We simply do not know what the consequences of rising energy prices will be
⏺Work calls are absolutely useless, as proven by scientists
While you and your team are "working" in Zoom, your body thinks you're just chilling.
The study compared three types of collaboration: live communication, VR, and video calls.
The criterion is one — overall synchronization, which is responsible for trust, empathy, and team thinking. As a result: the first two options had a strong effect, while calls failed miserably.
Zooms simply do not trigger the mechanisms of collective thinking. The team talks, nods, writes in the chat — but on a physiological level, everyone is isolated. Brainstorming turns into a simulation of work, and strategic decisions become empty conversations.
⏺Mastercard launches a program for integrating blockchain-based cryptocurrency payments with the global banking system, collaborating with more than 85 companies, including:
🗣The Dubai Real Estate Market Index (DFMREI) has collapsed by 20% over five trading days, erasing all growth from 2025.
For ten consecutive years, the market was on the rise without pause, even COVID only slowed it down for a quarter. Now, all of this has turned negative in just one week.
Asian family offices, Russian bloggers, British billionaires, Indian capital — all were bringing money to the tax-free city. Now, however, investors are urgently offloading real estate below market value and taking $1,2 trillion in capital to places where there is no war. The DFMREI will continue to fall as insurance companies have exited the region, and without them, no supply chain will function.
An additional blow was the closure of the Hormuz Strait — now Dubai has about 10 days of fresh food supplies left. Additionally, air cargo traffic has fallen by 22%, and the largest hub in the region, serving 50 million people, has suspended operations under the strikes.
⏺Former specialists are now training AI to do their old jobs Three class-action lawsuits have already been filed against Mercor and OpenAI in six months. Lawyers compare the scheme to Uber, but in fact, Uber drivers have more rights and are tied to the city. And if the AI trainer is not satisfied with something — the company will simply hire someone cheaper from another country.
⏺The AI bubble is growing at the fastest pace in market history
According to Moody's, Alphabet (Google), Amazon, Meta, Microsoft, and Oracle have already invested $969 billion in the neural network sector, of which $662 billion will be spent on data centers. And this is only five companies. In total, in the next 3-5 years, investments in AI will amount to a colossal $1.5-3 trillion.
⏺Thousands of Americans are signing a petition demanding the mobilization of Barron Trump – the youngest son of the U.S. president – and sending him to fight in Iran, reports Bild.
⏺The company Citadel Securities has published a graph demonstrating the growth of job vacancies for software engineers
As AI makes programming cheaper, companies may need many more software engineers. When software development becomes cheaper, companies want to create much more of it.
Harvard Business Review study: "Artificial intelligence does not reduce the workload. It intensifies it." An eight-month field study at an American tech company with approximately 200 employees showed that the use of AI did not reduce the amount of work but increased employee workloads. The expansion of tasks occurred because AI filled knowledge gaps, leading people to take on work that was previously outsourced.
⏺Your name in Epstein's files — this is how the applicant started a letter to the CEO requesting to be hired for the marketing position.
The topic worked: the boss opened the email and read it, and the screenshot circulated all over LinkedIn.
Yes, the hiring market is currently so hellishly tough that a standard resume and CV drown among hundreds of similar ones. Candidates have to go to any lengths, sometimes even immoral ones, just to get noticed.