Jim Furey

4.4K posts

Jim Furey banner
Jim Furey

Jim Furey

@StocksStrategy

Actionable technical trading ideas. Not investment advice. Also, links to thought provoking articles.

Katılım Kasım 2012
317 Takip Edilen3.1K Takipçiler
Jim Furey
Jim Furey@StocksStrategy·
History will view Spencer Pratt's humorous AI ads that angrily mock his opponents so effectively as an inflection point. Expect his opposition, and future politicians, to use the same tools. The Wild West Age of AI politics is here. Importantly, Spencer's AI use doesn't attempt to trick viewers the ad is real. Future ads by others will not be so transparent, most likely.
Miranda Devine@mirandadevine

Another brilliant @spencerpratt ad!

English
0
0
0
175
Jim Furey retweetledi
Brad Parscale
Brad Parscale@parscale·
These ads are brilliant. Has Bass accomplished anything but facilitating the massive downward decline of LA?
Spencer Pratt@spencerpratt

English
7
100
391
11K
Jim Furey retweetledi
Stephen Moore
Stephen Moore@StephenMoore·
The biggest wealth transfer in American history isn’t happening on Wall Street. It’s happening on U-Hauls. Over $2 trillion in income fled high-tax blue states for low-tax red states in just 11 years. And blue states’ solution? Raise taxes again.
Stephen Moore tweet media
English
733
5.1K
16.4K
1.6M
Jim Furey
Jim Furey@StocksStrategy·
You can argue if it is a positive or negative. I think it is a positive. But regardless of your view, the robots are coming.
Shanaka Anslem Perera ⚡@shanaka86

JUST IN: Japan just placed the first order for the post-human economy. Not a policy paper. Not a committee report. An actual deployment of Chinese-made humanoid robots to handle baggage at the busiest airport in the world's third-largest economy, starting next month. On April 27, Japan Airlines and GMO AI and Robotics announced that Unitree G1 humanoid robots will begin a demonstration trial on the tarmac at Tokyo's Haneda Airport in May 2026. The robots stand 132 centimeters tall, weigh 35 kilograms, cost $13,500, and were manufactured in Hangzhou, China. They will be tested pushing cargo containers onto conveyor belts, moving luggage, and coordinating with human handlers. Two units go first. GMO Internet Group has formally designated 2026 as the "First Year of Humanoids." The trial runs through 2028 with plans for permanent integration if successful. Everyone is covering this as a technology story. It is a dependency story. And the dependency runs in the opposite direction from every assumption the market holds about the US-China technology war. Japan invented industrial robotics. Fanuc, Yaskawa, Kawasaki. For four decades, Japanese factories exported automation to the world. Now Japan is importing humanoid labor from China because its domestic humanoid industry has not scaled fast enough to meet the demographic emergency. The Unitree G1 was designed in Hangzhou, trained using Nvidia Isaac Simulator, and costs less than five months of a Japanese ground handler's annual salary. The country that built the global robotics industry is now a customer of China's. The numbers are structural. Japan recorded 42.7 million inbound tourists in 2025 and 7 million in the first two months of 2026. Haneda processes over 60 million passengers annually. Ground handling staff shortages have hit 20%. Japan may need 6.5 million foreign workers by 2040, but political pressure to limit immigration is mounting. The country is caught between a demographic wall and a political wall, and the only passage between them is a 132-centimeter robot from Hangzhou. Mo Gawdat said labor arbitrage disappears when you can hire a robot for less than a human. Japan just converted that thesis into a procurement decision. A Unitree G1 costs $13,500. A Haneda ground handler earns $35,000 to $45,000 per year before benefits. The robot runs approximately two hours per charge, but it does not age, emigrate, or quit. Japan is not adopting humanoids because they are better. It is adopting them because it has run out of humans. Here is the dependency inversion nobody is pricing. In March 2026, the US Senate introduced a bipartisan bill banning Chinese-made robots from government use. Japan, America's most critical Pacific ally, is importing those same robots for airport infrastructure. The chips are Nvidia. The bodies are built in Hangzhou. This is not hypothetical. In April 2025, Beijing restricted rare earth magnet exports and Musk confirmed the restrictions delayed Tesla Optimus production. If Beijing applies the same lever to humanoid exports, Japan's demographic solution becomes a supply-chain crisis overnight. The first humanoid robot will push its first cargo container at Haneda in May. It costs less than a used Toyota. It was made by a country America is trying to contain. And it will do a job no Japanese citizen is willing to do anymore. That is not a technology trial. That is the future of labor arriving at gate 23.

English
0
0
2
233
Jim Furey retweetledi
Lloyd Blankfein
Lloyd Blankfein@lloydblankfein·
Ken Griffin is self-made. He built his businesses largely outside NYC but is now growing it in NYC. With Ken comes construction of an office tower, high paying jobs, tax revenue and a remarkable commitment to local philanthropy. Not sure why that pisses off the new mayor.
English
719
662
10.1K
916.9K
Jim Furey
Jim Furey@StocksStrategy·
Hilton is impressive. He has seen and lived in communist and socialist countries. He knows neither works and has plans to make CA successful again. I am just getting to know him and his policies. I like very much what I hear so far. This is an excellent interview to get to know him and his views. Can a Republican win in CA today? Stranger things have happened.
The All-In Podcast@theallinpod

🚨 ALL-IN INTERVIEW! CA Governor Candidate Steve Hilton on Why California is Destroying Itself and How a Republican Can Win @SteveHiltonx sits down with @chamath and @Jason to discuss: -- Taxes: No tax under $100K and a 7.5% flat rate -- Housing: Why CA homes cost 3x more to build -- Education: Why CA schools spend the most but get the least -- Social: Crime, homelessness, and corruption (0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma) (44:50) Why CA Schools Spend the Most but Get the Worst Results (50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist (1:01:34) Can a Republican Actually Win California?

English
0
0
1
229
Jim Furey retweetledi
The Babylon Bee
The Babylon Bee@TheBabylonBee·
Nation Longs For Good Old Days When Comedians Were Funny And Didn't Wish Death On People buff.ly/PpBpPBO
The Babylon Bee tweet media
English
538
5.4K
33.5K
282.2K
Jim Furey
Jim Furey@StocksStrategy·
An example of the digital world replacing the analogue world. Bullish BTC. Secular. Not cyclical. Warhol Is Out, Gulfstreams Are In: The Superrich Are Souring on Art wsj.com/arts-culture/f…
English
0
0
0
139
Jim Furey
Jim Furey@StocksStrategy·
Trend lines many might not typically examine.
Jim Furey tweet media
English
0
0
0
147
Jim Furey
Jim Furey@StocksStrategy·
Ask Chicago if they miss Ken Griffin’s and Citadel’s tax revenues. In the US, people and companies vote with their feet. You are seeing the continued decline of blue states and their major cities as they destroy their tax base due to reflexive policy choices. I am glad Mamdani is pursuing his policies early and rapidly so voters can see their consequences before the next election. Citadel is building a skyscraper on Brickell Bay in Miami. Don’t be surprised when it is completed that New York sees a Citadel exodus. Still several years away.
John McCormick@McCormickJohn

Exclusive / Billionaire Ken Griffin is appalled New York Mayor Zohran Mamdani used his 24,000-square-foot Manhattan penthouse as the backdrop for a tax-the-rich video and that has triggered a subtle threat of re-evaluating investment in the city. wsj.com/us-news/ken-gr…

English
0
0
5
438
Jim Furey
Jim Furey@StocksStrategy·
Relaxing and planning my mistake for tomorrow! 🤪😂
English
1
0
4
332
Jim Furey
Jim Furey@StocksStrategy·
I like this $IBRX setup very much. It has many current technical positives, including its pullback downtrend eclipse, rising above both its 20 day EMA & 50 DMA. The fresh daily MACD buy signal too. Looks like it is ready to again head higher.
Jim Furey tweet media
English
1
0
3
415