In summary, SoftBank’s sale reflects a strategy to reallocate resources and finance bigger bets in AI, not necessarily a permanent exit from Nvidia, though it adds nervousness about the sustainability of AI-driven tech sector valuations. On November 11, 2025, SoftBank Group sold its entire Nvidia stake for $5.8 billion, shaking stock markets and stirring fears
Win raises prospect of structural change for ArgentinaInvestors eye long-term commitments in mining, energy, infrastructureCurrency instability remains a risk Argentina’s President Javier Milei achieved a sweeping victory in the October 2025 midterm elections, securing over 40% of the national vote and dramatically expanding his party’s representation in Congress. This decisive mandate is expected to empower
I am working in a webinar next week, below you can join us… https://us02web.zoom.us/meeting/register/Xy6fS_gyTOW8h4Mk6NQ6OQ#/registration We will talk about new signs of the AI bubble, how to prepare about a potential blow-off and volatility in gold. Today the CPI hit the wires: Lower or in control inflation is helping bear not to look for more downside..
The selloff was triggered by an announcement on Donald Trump’s Truth Social platform about imposing massive 100% retaliatory tariffs on China in response to controls on rare earth exports. However, by Sunday evening, it became clear that this was a miscommunication between President Xi and President Trump. Since then, the tone has significantly softened, and
Gold traded to 4000, ORCL +30%, AMD+30% — The best time to position accordantly… VIX higher while SP500 TRADING HIGHER… Here is the data in excel. https://docs.google.com/spreadsheets/d/166CuZV3LlnEZCHmvSb_2GQfdWmBNwjCZAUeWU9m-2nI/edit?usp=sharing Market Sentiment 2007: Sentiment was overwhelmingly positive, driven by greed with little fear present.2009: Sentiment was deeply negative, dominated by fear with greed largely absent.Q4 2025: Sentiment is
