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!
