(Part 4 of 5) News and my thoughts from the past week (26Jan2026)

News and my thoughts from the past week (26Jan2026)

Civil unrest. Jamie Dimon says that’s what happens when AI layoffs move faster than society can adapt. AI isn’t the danger. Speed is. If technological displacement arrives in sudden, concentrated waves, Dimon warned that the consequences could be destabilising. “You’ll have civil unrest.” - X user Amanda Goodall

Trump admitted the reason he doesn’t want home prices to fall so people can afford them, is that current homeowners and mortgage lenders would lose money. But if homes are so overpriced that people can't afford to buy them, they’re not worth what people think. A crash is coming. - Peter Schiff

One of the most overvalued stock markets by any metric - X user Lukas Ekwueme

The Federal Reserve is injecting $55.3B into the financial system between Jan 20 and Feb 12 through Treasury reinvestments (about $15.4B) and reserve management purchases (around $40B in T-bills). - X user Jacob King

"Interest on the US debt is ultimately what's predicted to destroy the US economy. That debt payments will eventually grow out of control, and the dollar will be abandoned because it essentially turns into monopoly money. A fair amount of folks believe the US debt is already out of control, which is why they're swapping to actual long-term assets like precious metals, nuclear goods, or refinement." - BlackRock CEO Larry Fink

@TigerStars

$Vanguard S&P 500 ETF(VOO)$

Meta Strong Rally +10%! Is It the Best AI Monetizer in Big Tech?

While markets whipsawed and precious metals sold off, Meta Platforms surged 10% in a single session, standing out as a rare risk-on winner. Fundamentally, Meta’s scale now speaks for itself: FY2025 revenue hit $200.97B (+22% YoY)—the first time crossing $200B—with Q4 revenue up 24% YoY. Despite aggressive AI spending, Meta generated $60.5B in net income and sustained a 41% operating margin. Is Meta currently the strongest AI monetization story versus peers like MSFT and GOOGL? How long can Meta sustain heavy AI capex while keeping margins above 40%?

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Comments

Rainy777
01-27
Rainy777
The impact of rising interest rates on US debt is an underappreciated problem. Interest is currently around 13% of government spending and will rise as old treasuries low rates roll off and are replaced by new treasuries at current rates.

Note that the market price does not change the interest paid by the government, as this is fixed at issue.
- KYHBKO:
  this is diverting resources for infrastructure, defence, healthcare, social services, military, education and more. This is a notable concern. thanks for highlighting. Unfortunately, USA continues to be fiscally irresponsible, putting the burden of debt upon the future generations. This is something that we need to monitor. keep well.