John D. Kiambuthi
jdkiambuthi.bsky.social
John D. Kiambuthi
@jdkiambuthi.bsky.social
Finance Enthusiast 📊 | Exploring the world of investments one post at a time | Lover of books, coffee, deep conversations, and Arsenal ☕
I love Arteta but i don't think he is the coach to win us trophies. He has done a lot for this club and now its time to get a coach that will take us to that level where we can win trophies.
January 12, 2025 at 6:14 PM
Apple's AI currently utilizes 7GB of RAM. I predict the iPhone 17 series will feature 12 or 16GB of RAM. However, we have yet to see an AI feature that appeals to the average user or becomes a daily essential. Right now, AI feels more like a gimmick, consuming RAM without delivering meaningful value
January 3, 2025 at 5:52 PM
I suspect the profiles will be used to train AI to improve conversational skills. So far, AI hasn't fully captured the human touch in its responses.
why do we need AI-generated profiles. why
January 3, 2025 at 5:12 PM
The U.S. Dollar Index (DXY) hits 109.39, up 7% YoY, reflecting its resilience. Rising rates, economic strength, or safe-haven demand may be driving this surge. Impacts: lower commodity prices, pressure on EM currencies, and trade adjustments. The strong dollar trend remains a key market focus.
January 3, 2025 at 12:52 AM
Nwaneri needs to have a great game today.
January 1, 2025 at 4:29 PM
Happy New Year everyone.
December 31, 2024 at 9:07 PM
Reposted by John D. Kiambuthi
Breaking News!
Code Yikes!

On December 29th, the global surface temperature anomaly hit 1.95°C above the 1850-1900 baseline.

2025 ...
December 31, 2024 at 1:43 PM
Reposted by John D. Kiambuthi
in the end, an uninspiring 2024 with a tough Q4 for the portfolio, but still ahead of UK equity, Gilt and cash benchmarks. I'll take it:

Portfolio +10.9%

FTSE 350 (TR) +9.4%
FTSE Small Cap (TR) +10.6%
FTSE AIM (TR) -4.0%

Cash +5.0%

iShares 0-5yr Gilts (TR) -1.3%
iShares Core UK Gilts (TR) -7.1%
December 31, 2024 at 1:53 PM
Reposted by John D. Kiambuthi
Dollar to ruble exchange rate chart for 13 years.
Russia, together with Putin, is bursting at the seams!!!
December 31, 2024 at 2:03 PM
Reposted by John D. Kiambuthi
This chart, from the McKinsey Institute, is a reminder that the growth and productivity challenges facing Europe extend well beyond public sector policy making.
It also emphasizes the importance of keeping the “Draghi Report” front and center.
#economy #growth #productivity
December 31, 2024 at 2:48 PM
Thank you Ipswich.
A Chelsea loss would go a long way to helping Arsenal.
December 30, 2024 at 9:45 PM
Reposted by John D. Kiambuthi
We did see a notable shift away from Brent (white) and toward WTI (blue) contracts last week, which I believe was largely due to the reemergence of a WTI prompt timespread premium (i.e., higher roll yield) which enticed some length to switch between the contracts.
December 30, 2024 at 8:42 PM
Reposted by John D. Kiambuthi
DELAYED CoT DATA

Speculators (MM) were net sellers of Brent and WTI contracts to the tune of 9.3 MMbbl last week, driven by 13.6 MMbbl in fresh shorts blunted by 4.3 MMbbl in additional longs.

Net level is quite high vs recent experience, but more normal vs past two years.
December 30, 2024 at 8:41 PM
Reposted by John D. Kiambuthi
With integrations into products like Google Search and the iPhone, generative AI reached new levels of popularity in 2024, sending big tech stocks sky-high.

From my Year in Charts for @nytopinion.nytimes.com
December 30, 2024 at 9:14 PM
Reposted by John D. Kiambuthi
This is but one of the pieces I’ve read today that I would recommend.

jacobin.com/2024/12/jimm...
Jimmy Carter Held the Door Open for Neoliberalism
The presidency of Jimmy Carter was deeply constrained by economic and political crises. His unwillingness to take a radical stance forced him to respond to these events by imposing austerity and doing...
jacobin.com
December 30, 2024 at 9:19 PM
Reposted by John D. Kiambuthi
Have spent part of the day reading detailed accounts of Carter’s presidency. Of course, as many have observed on this platform and others, no head of empire should ever be deified. I am grateful to be duly informed about Carter’s failings and missteps. Let me keep reading.
December 30, 2024 at 9:07 PM
Reposted by John D. Kiambuthi
US Henry Hub natural gas prices rallied nearly 20% this morning, back above $4/MMBtu for the first time since the end of 2022.
December 30, 2024 at 2:52 PM
Chelsea poached Omari Hutchinson from Arsenal with the promise of first team action. Chelsea failed to deliver on that promise and sold him to Ipswich. Today Hutchinson has scored against Chelsea in could be the most important goal of the season should Ipswich win today.
December 30, 2024 at 9:06 PM
Reposted by John D. Kiambuthi
John Authers:
"Possibly the most important shift in the financial world is that China and Japan are changing places
Chinese govt bond yields have fallen. In Japan, however, it really begins to look like the deflationary psychology has been licked, and Japanese govt bond yields have started to rise."
December 30, 2024 at 3:56 PM
A Chelsea loss would go a long way to helping Arsenal.
December 30, 2024 at 8:53 PM
This picture sums up everything that's wrong with Manchester United.
December 30, 2024 at 8:19 PM
Reposted by John D. Kiambuthi
A good time to remember how folks thought this election's economy was worse than...1980 🧐

Nov 1980:
- Inflation (CPI): 12.6%
- Unemployment: 7.5%
- MI consumer sentiment: 76.7
- Real gas price ($2020): $4.62

Nov 2024:
- Inflation: 2.7%
- Unemployment: 4.2%
- Sentiment: 71.8
- Real gas price: $3.06
December 29, 2024 at 10:22 PM
Cutting our holiday short to take to the streets and protest against government-led abductions is the harsh reality the Kenyan government has forced upon us. Since July, some Kenyans have vanished without a trace.
December 30, 2024 at 9:23 AM
Reposted by John D. Kiambuthi
🔵 CHINA OFFERS DEEP CONDOLENCES OVER JIMMY CARTER'S DEATH

Full Story → https://m.piqsuite.com/reuters/china-offers-deep-condolences-over-jimmy-carters-death-2024-12-30-07-38-32
December 30, 2024 at 7:38 AM
Reposted by John D. Kiambuthi
🇨🇭 Switzerland KOF Leading Indicators (Dec) $CHF

Actual: 99.5 🔴
Expected: 101.1
Previous: 102.9
December 30, 2024 at 8:00 AM