Finance Knuggets

Dec 17, 2025

Email 1:

Subject: Five Reasons to Join the Asia-Pacific Broadcasting+ Awards 2026

Sender: abr@cmgawards.com

Content:

– Nominate your achievements and innovative projects in broadcasting.

– Recognize and celebrate excellence and innovation in the Asia-Pacific broadcasting industry.

– Showcase your projects to gain industry recognition.

– Key dates:

– Submission Deadline: March 13, 2026

– Awards Dinner: May 21, 2026, Singapore

– Contact: Shela Ramos, +65 3158 1386 ext 227, awards@charltonmediamail.com

– Hosted by Asia-Pacific Broadcasting+

Email 2:

Subject: Need to Know: Famed Short-seller Warns Investors to Avoid Data Centers

Sender: reports@marketwatchmail.com

Content:

– Jim Chanos warns that legacy and new GPU data centers represent a risky, low-return, and capital-intensive business.

– Believes profits from AI will come from the chips themselves, not data center hosting.

– Recommends investing in AI giants like OpenAI, xAI, Anthropic, or hyperscalers.

– Notes risk of depreciation of GPUs within five years, invoking parallels to the dot-com bust.

– Highlights that some hyperscalers will need external financing to fund data centers, increasing risk.

– Points to possible consolidation and shrinking of the data center industry.

– Mentions concerns about credit crunch or sentiment pullback impacting spending.

Email 3:

Subject: Axios Pro Rata: Private Equity Robots and Major Deals Update

Sender: dan@axios.com

Content:

– EQT partners with humanoid robot maker 1X to potentially deploy up to 10,000 robots across portfolio companies to address labor shortages.

– 1X-EQT collaboration is exploratory, with adoption decisions left to portfolio companies.

– Kimmeridge offers $6 billion cash to buy Ascent Resources amid ongoing legal disputes.

– Venture capital deals raising hundreds of millions across AI, biotech, cybersecurity, digital payments, and infrastructure sectors.

– Major private equity acquisitions and investments in diverse sectors including manufacturing, health, and software.

– IPO filings noted for tech and critical minerals SPACs.

– Updates on industry personnel changes and market job data.

Email 4:

Subject: Money Stuff: The Realities of Fake Trading and Market Dynamics

Sender: noreply@news.bloomberg.com

Content:

– Retail traders often incur losses due to highly leveraged bets with negative expected value.

– Market makers and prop trading firms take the opposite side of these trades or provide leverage, profiting from retail traders’ losses.

– “Bucket shops” model described where firms lend capital to traders and trade against them, capturing positive alpha but exposing themselves to some risks.

– Growth of simulated funded trading firms offering retail traders chances to trade with firm capital in exchange for fees and strict rules; majority lose money and fees.

– Shift in bank lending from direct loans to businesses toward lending to private credit firms, increasing complexity and systemic risks.

– Global non-bank financial assets exceed $250 trillion, with scrutiny on the interconnectedness of banks and private credit.

– Discussion on IPO underpricing linked to market power of big asset managers (BlackRock, Vanguard, Fidelity) who may coordinate, possibly resulting in lower pricing for issuers.

– Strategy Inc. (formerly MicroStrategy) continues to buy Bitcoin through stock sales at a premium, though critics note dilution risks.

– Jeffrey Epstein’s wealth origins explored; New York Times investigation suggests financial manipulation and scams rather than spy or blackmail operations.

– Additional market and industry updates on various topics such as pension shifts, AI bubble fears, open market dynamics, and company-specific news.

Stay Well!

summy
summy