To The Moon

$CURRENC Group Inc(CURR)$ (“Currenc” or the “Company”), a fintech pioneer providing artificial intelligence (AI) solutions to financial institutions worldwide, today announced that it has entered into a non-binding term sheet (“Term Sheet”) with Animoca Brands Corporation Limited (“Animoca Brands”) for a proposed reverse takeover of all issued shares of Animoca Brands (“Proposed Acquisition”).A Vast Web3 PortfolioAnimoca has established a broad business presence in crypto gaming, NFTs, and blockchain infrastructure. As of September 30, the company had 628 active investments in gaming, sports, digital art, and the metaverse. Its portfolio includes major cryptocurrencies such as Bitcoin, Ethereum, and Solana, as well as its proprietary token, MOCA.

09 American Cuisine When in Omaha, be sure to try the famous steaks. Buffett often dines at Gorat's Steak House on Sunday evenings after the annual meeting. If reservations are not made in advance, it is usually possible to get a table by waiting in line at the restaurant. Enjoying country music while savoring steak and wine is a delightful experience. www.goratsomaha.com 4917 Center St, Omaha, NE 68106 (402) 551-3733. (Buffett's favorite steakhouse, Gorat's) The author also highly recommends the following two steakhouses: Sullivan’s Steakhouse: Named after the famous American boxer, located at 222 S 15th Street, Suite 152 S., Omaha, NE 68102. 801 Chophouse at the Paxton: Voted the best steakhouse in Omaha and the best place to enjoy a tomahawk steak. Located at 1403 Farnam St, Omaha, NE 6

07 Other Places to Visit Omaha Durham Museum: Located at 801 S 10th St, Omaha, NE 68108, about a 10-minute walk from the conference venue. The museum, formerly a train station, is the midpoint of the Transcontinental Railroad that connected the eastern and western United States. It features exhibitions on the American Midwest and a replica of the grocery store operated by Buffett's grandfather Ernest a century ago. Strategic Air Command & Space Museum: Located at 28210 West Park Highway, Ashland, NE 68003. As the geographical center of the United States and a strategic rear area, Omaha is home to the Strategic Air Command headquarters. The nearby Strategic Air Command & Space Museum is open to the public and offers discounted admission for attendees of the Berkshire shareholders' m

05 Other Company Activities During the Conference Every year during the conference, numerous companies and institutions organize forums, networking dinners, and visits. Some notable events include the Asia Investors Summit, the China-U.S. Venture Capital Summit, the Value Investing Dinner hosted by Columbia Business School (the birthplace of value investing and Buffett's alma mater), welcome events by the Omaha Chamber of Commerce and the Nebraska state government, dinners hosted by tech companies like $Microsoft(MSFT)$ , cocktail parties organized by Chinese and American media such as $TENCENT(00700)$ , sina, and Yahoo Finance, the value investing conference hosted by Peking University alumni and Chines

(See You in Omaha During the May Day Holiday)This year marks the 60th anniversary of Buffett's acquisition of Berkshire Hathaway, which should be an extremely significant annual meeting. A marriage of 60 years is referred to as a "diamond wedding," a level higher than the 50th-anniversary "golden wedding." The vast majority of corporate management teams are unlikely to successfully manage a company for several decades.Therefore, the annual $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ shareholders' meeting in 2025 should be the ultimate feast for global value investors. This year's meeting will, as in previous years, be held on the first Saturday in May (May 3) in Omaha, a midwestern U.S. ci

America gov. bond market is becoming like Japan. More and more domestic holders of the debt. $Direxion Daily 20 Year Plus Treasury Bear 3x Shares(TMV)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ Image

As the year 2024 draws to a close, the global financial market has faced significant challenges and considerable development. At this time of year-end review, I hope to reflect on last year's predictions and provide a framework for global investment in 2025 for discussion and criticism.I remember that more than twenty years ago, when I graduated from the University of Lausanne with a Ph.D. and joined Morgan Stanley on Wall Street, I would learn from the Chief US Economist, Byron Wien, about his top ten global economic predictions for the following year. The intellectual sparring between him and the then Chief Economist, Steven Roach, on macroeconomic issues was immensely beneficial to us.In recent years, major institutions in the United States have been promoting young people, including ma

I attended the $BlackRock(BLK)$ Private Equity Summit today, which was quite rewarding. Blackstone's chief economist believes that the Fed's rate cuts will be less frequent and smaller than expected, and that inflation is likely to restart next year, with a new round of rate hikes beginning in October 25.The core of this year's US election is Sweep! To win big! Neither side wants to just win the White House, not a small win but a big win, and both sides are shouting to sweep the White House and Congress!Doing well on the fiscal front is critical. Neither Trump nor Harris has prioritized fiscal discipline, and the US federal deficit is likely to remain around $2.0 trillion per year for the next few years. Whether the deficit situation can be changed

The recent U.S. macroeconomic data is so strong that the Federal Reserve regrets cutting interest rates. [Cute]The latest retail sales data for September and the first two weeks of October show that, driven by solid employment growth, strong wage growth, and high stock and housing prices, U.S. consumers continue to perform well. #KaiFeng Fundamentals#The Atlanta Fed's GDP forecast for the third quarter is currently 3.4%, with the bottom line being that economic expansion continues.Why are the upcoming data so strong? Because the factors favorable to the economy are increasing:The Federal Reserve is dovish.High stock prices, high housing prices, and tight credit spreads.Open public and private financing markets.The CHIPS Act, IRA, Infrastructure Act, and defense spending continue to support

$Sea Ltd(SE)$ attract my eyes agian.$Sea Ltd(SE)$ stage 2 breakout on deck. 1.5B stock, I like it when it moves.Image $Sea Ltd(SE)$ is transforming the business successfully into a cash flow machine, proving its gaming franchise is evergreen, cementing its e-commerce dominance, and growing its fintech at 20%+ durably. At a $2B free cash flow run rate and a $9B cash pile, the stock is priced for more upside at 21x FCF.Cite from Riyado Sofian: “At $77, rate cuts, Free Fire India relaunch, and margin expansion due to products like advertising, have not been priced in. Trading at only 3x its Revenue, SE stock still has plenty of upside.”- Diversification - Exposure to Asia