[Music] With lights dimmed and no workers in sight, this car factory in China uses hundreds of robots to churn out dozens of electric vehicles an hour, 24/7. This is a dark factory, an area of the plant so automated and with so little human presence that in theory the lights could be completely shut off. Factories like this one are part of China's bid to use hyper automation to dominate the electric vehicle or EV market.But the furious trade war between Washington and Beijing raises a key question. Who is g ...

How much bigger can this AI trade that already looms so large over our market really get. We're still very very early days of AI. And you know I think if you look at AI where we are now still in the beginning of building infrastructure right and it's building data center it building chips it's building all the GPUs and things like that. So we're still very early of AI and all if you want to achieve that vision that infrastructure you want to build you know Nvidia has obviously significant lead on that.So if ...

After the big tariff announcement, something happened that shocked economists. And it wasn't the stock market dropping. It was the value of the dollar dropping.Usually, in times of market turmoil, it increases because investors are flocking to the US for safety. That national debt was also one of the main reasons the US's credit rating was downgraded soon after. Congress spends more than it brings in through tax revenue.For 20 years, we've had a budget deficit. 2024's $1.8% $8 trillion deficit was added to ...

Hotel Industry Trends - Select-service hotels are outpacing full-service hotels in profits due to scaled-back amenities [1] - Hotels are reducing room sizes to increase profitability, with some rooms generating up to 20% more revenue than peers [1] - Traditional rating systems are being replaced by social media and online ratings, influencing design parameters [8][9] Space Optimization Strategies - Hotels are eliminating closets (typically 7 square feet), minibars (2.5 square feet), and traditional desks (8 square feet) to save space [2][4] - Shared laundry spaces are replacing irons and ironing boards in individual rooms to reduce costs [3] - Bathrooms are being redesigned to feel more spacious, even when smaller, by using barn doors or moving the basin [6] Revenue Generation - Public areas are being expanded to encourage guests to spend money on-site [9][10] - Grab-and-go stands are replacing minibars, with one Moxy Hotel in Banff averaging $3,000 per month in sales [10][11] - Bars are designed to maximize seating while minimizing labor costs [12] Competitive Analysis - Hotels are conducting research to understand their position in the community, including competitor analysis of room sizes, amenities, and guest satisfaction scores (GSS) and intent to recommend (ITR) [14][15] - Understanding demand generators like museums, galleries, and transport hubs is crucial for investment decisions [15][16] Operational Considerations - Hotel design aims to simplify cleaning processes to reduce labor costs [4][5] - The ultimate guest experience relies heavily on the management company and operator [18]

How are you thinking about the private markets right now. I think private market is overvalued, you know, uh and uh and I think OpenAI, SpaceX, yeah, like these are great businesses, but let's take SpaceX, right. I'm I have no coram with SpaceX.It's a great company, but I'm just asking a question. If you're investing in SpaceX, are you investing in a company that has peak market share with a peak multiple. Right.That is the problem right because I just can't imagine a world that a decade from now that every ...

So, you've said you don't think the Federal Reserve should be in a rush to cut interest rates. Why is that. So, I've been describing today's economy as like driving through fog.Um uh just some examples. Um there's a tax bill being um uh discussed, but no one actually knows what's going to end up in it and when it's going to pass. Um we've talked about tariffs, but I don't know, maybe you know better than I do, but I couldn't tell you what the tariff rate on Europe is going to be six months from now.Sure. Um ...

Political Landscape & Public Opinion - Public disapproval outweighs approval regarding the Republican tax bill, with concerns it favors the wealthy and corporations while increasing the deficit [1][2] - Public opinion disapproves of Trump's handling of tariffs by 17 percentage points [2][8] - While deporting illegal immigrants has support, Trump's aggressive approach is disliked [3] - Over 75% of voters believe the Department of Justice is concealing information in the Jeffrey Epstein investigation [4] Presidential Approval & Economic Sentiment - Trump's job approval rating remains steady at 46%, unchanged from April despite turbulent events [5] - 47% of voters view the economy as excellent or in good shape, a double-digit increase from April and the most positive view since 2012 [6][7] Party Dynamics & Future Elections - 63% of voters hold a negative view of the Democratic Party, 30 percentage points higher than those with a positive view, marking the worst image rating since 1990 [7][8] - Voters trust the Republican Party more on tariffs than the Democratic Party, mirroring the trend on most issues except healthcare [8] - More voters identify as Republicans, a shift from 2017 when Democrats held a seven-point lead [10][11] - In a hypothetical election, voters favor Democrats by three points, a decrease from an eight-point lead in 2017 [11]

Another big part of the market is all these private companies, right. We we we talk a lot on this show, you know, in general in the journal about the number of companies that are staying private longer. Sometimes that's like a startup company that just sort of delays its IPO for a long time, but sometimes those are like big established companies that are owned by private equity funds.There's a lot of talk of exits. It's hard for those companies to get exits. We've written a lot about the the challenge that ...

Americans are pretty unhappy with much of what they've seen in how Donald Trump is handling his presidency. And yet, views of the president have not changed. In our poll, 46% of voters say they approve of Trump's job performance in office. That's identical to our last poll in April.It's essentially unchanged despite all these turbulent events. Even though Trump's political standing hasn't changed despite people being uneasy with parts of what they're seeing from him, neither has he benefited from brightenin ...

Harvard could face a budget shortfall of roughly $1 billion if they don’t back down from their legal battles with President Trump. #Harvard #Trump #Shorts ...