Important Post ๐ฃ
I want to address a few key events that have happened and are unfolding right now.
Last weekโs tech stock decline
At the beginning of last week, we saw a decline in tech stocks due to a new AI tool called Deepseekโa competitor to ChatGPT.
The catch? Its cost.
While tech giants are pouring billions into AI development, a small group of Chinese developers managed to achieve insane results with just a $5 million budget.
This doesnโt mean the major tech companies are done for, but it does raise serious questions about the massive sums being spent and the cost-benefit ratio of their AI projects.
For now, Iโm watching from the sidelines.
Major market gaps expected tomorrow
Weโre about to open with massive downward gapsโso whatโs happening?
Trump strikes again
On Friday, January 31st, the White House announced new import taxes on goods from several countries:
โข Mexico & Canada โ 25% import tax
โข China โ 10% import tax
The reasoning?
The administration claims itโs a measure to tackle illegal immigration.
In reality, itโs aimed at protecting domestic manufacturing and reducing the U.S. trade deficit.
Of course, the affected countries strongly condemned the move, and some have already retaliated with tariffs on U.S. goods.
BRICS under threat
In addition, the U.S. has issued warnings to BRICS nations (Brazil, Russia, India, China, South Africa) against launching a new currency or moving their trade away from the U.S. dollar.
The warning?
Any country that refuses to comply will face a 100% tariff on its exports to the U.S.
A quick refresher on BRICS:
Their goal is to replace the U.S. dollar in global trade and reduce dependence on the U.S. financial system.
At the beginning of January 2025, several new countries joined the BRICS alliance:
Saudi Arabia, Iran, Egypt, UAE, Argentina, and Ethiopia.
Why is the market dropping?
A trade war is brewing, and investors hate instability.
Many prefer to lock in profits or recalculate their positions rather than be exposed to a volatile and unpredictable environment.