DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
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DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
Change at Lumen Capital, The gold bugs rise again, Credit card debt hits a global high, The quiet wisdom of Charlie Munger, Advertising from Schroders, Fidelity and much more.
Part of the Mark Allen Group.