AI-symmetric T-AI-lwinds Blowing From The Friend-Shored Co-AI-lition Of The Willing
"Alright? God save the queen, man." (Joe Biden ChatGPT)
Summary:
· The USA attempts to combine its Crude Oil Swing Producer status with Clean Energy/EV industrial dominance through the process of Friend-Shoring.
· Prompted by the rules of engagement, in Ukraine, the EU has finally complied with US Friend-Shoring protocols on China.
· A massive allied “Techno-Economic War” fiscal stimulus has been enacted, along mutually reinforcing Friend-Shoring supply chain lines, to the exclusion, and economic loss, of China.
· The uncoordinated, sub-optimal, EU response to US Friend-Shoreporation highlights the need for deeper European political and economic integration.
· Germany responds, with alacrity, to attempted US Friend-Shoreporation with EU ESG rule compliant Green- Zero Krieg and reciprocal Red Fiscal Friend-Shoreperation.
· Emmanuel MAIcron’s Friend-Shoreporation has a significant tailwind from USAI Inc. strategic investors.
· Emmanuel MAIcon’s Friend-Shoreporation tailwind is a conflicted headwind for EU AI Inc’s strategy and governance.
· “Friend Horseshoe loves Arm”.
· The Emmanuel Macro-Orphan is up for adoption if, and/or when, the Ukraine Counteroffensive is successfully prosecuted.
· Through the process, known as the “Great Rot-AI-tion”, Mr. Market is price-discovering the intrinsic value of the AIsymmetric P/E multiple expansions in “Techno-Economic War” SAIfe HAIvens.
· The pan-AI-cea of the disinfl-AI-tionary solution, to the global productivity problem, is being pros-AI-lytized by “Masters of the Asset Class Universe”.
· The BOJ has reaffirmed its credible global commitment to Friend-Shoring through the Yen Carry Trade.
· Bill Gates “Lord of Techno-Economic War” is Microsoft by name, Marco Polo by nature, and a Global-Macro Polo player.
Extracts
· Free of the burden, and the cost, of global energy security guaranteeing, the USA can focus, exclusively, on expanding, and hardening, its Friend Shoring global strategic advantage.
· The USA’s Friend Shoring supply-side advantage scales with, and reinforces its Crude Oil Swing Producer status.
(Source: the Author)
· Failure is an orphan, and so is Emmanuel Macron.
(Source: the Author)
· There is an AI in FAANG.
· US-AI Inc’s new “Hypergrowth Phase” is both a Polycrisis problem and a disinflationary solution.
· AI decouples NASDAQ from Crypto, and from Bricks and Mortar stocks.
(Source: the Author)
· The 60/40 Portfolio died in “Speaker Pelosi’s Bottom”.
· BlackRock’s Alpha Slam Dunk Model Portfolio has replaced the 60/40 Portfolio.
· BlackRock’s Alpha Slam Dunk Model Portfolio is “good enough for Government work”.
· The Alpha Slam Dunk Model Portfolio is consistent with the “IMF Spring” Fragmentation paradigm shift.
· Evidently, BlackRock also “Slam Dunked” in “Speaker Pelosi’s Bottom”.
· BlackRock’s AUMs will replace the Fed’s balance sheet as the main fiscal and monetary policy driver of US economic policy.
(Source: the Author)
· Mon-AI-tary Policy tightening is, allegedly, a greater headwind, for the US Real Economy, than the FOMC’s monetary policy tightening.
· The FOMC will be forced to pause, while Mon-AI-tary Policy tightening runs its course.
· The real economic headwind, from Mon-AI-tary Policy tightening, is a Hurric-AI-ne Force tailwind, behind the “Great Rot-AI-tion”, that will drive capital flows into relatively attractive rising Re-AI-l US$ Yields.
(Source: the Author)
· The IMF preferred Kishidanomics to Kwasi’s Keanonomics.
· Keanonomics will fail because Britain has no trading counterparties to go with its cheap currency.
· The failure of Kwasi’s Keanonomics is the enabler of the next leg, of the global reflation, via the Yen Carry Trade.
· The Yen Carry Trade is disinflationary unless you’re Japanese, but the Kishida Put will cover your bills if you are.
· Kishidanomics loves Friend Shoring and Yen Carry Trade global reflation.
· Japan Inc. positions for Friend Shoring and Yen Carry Trade global reflation.
(Source: the Author)
· The semiotics (and lack of substance) of Biden’s photogenic Ukraine Surprise support Harris’s War Crimes velleity and the subcontracting of US foreign policy to US Inc. and the Masters of the Asset Class Universe.
(Source: the Author)