HeyJaredG.E.M. News
I analyze global events to identify investment potential and risks. Main regions of focus are Switzerland, Europe, Spain, China, the US, and emerging Asia.
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 22, 2026
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- Jul 20, 2026
Latest issues
China’s “Missing” Inflation (opens the original)
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Western economists often mistakenly fall into the trap of viewing China’s economy through western lenses, which risks mistaken conclusions or projections. We’ve pointed this out in previous writings, when showing the differences in how economic growth is calculated (1). Louis-Vincent Gave, CEO of Gavekal Research and expert on Asian capital flows, has also made an insightful observation contrasting how the perception of economic stability between the US and China is impacted by market movements:
China Is Closing the AI Hardware Gap (opens the original)
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In August, an AI model known as Ox Alpha began attracting attention across developer platforms due to its coding capabilities, million-token context window, and unusually high available capacity, with OpenCode advertising the system as capable of supporting up to 100 trillion tokens per day. The model was subsequently revealed to be Z.ai’s GLM-5.3-Flash, an open-weight Chinese model which currently ranks among the higher-performing models tested by independent benchmarking platforms (1).While th
Precious Metals and Commodities Charts 09/26 (opens the original)
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Gold Price Drivers (August):According to the World Gold Council’s Gold Return Attribution Model, gold’s August performance improved, with the metal returning 9.23%. Momentum remained the strongest driver, accounting for 3.48% followed by FX opportunity cost at +1.8%. With no negative drivers, positive contributions also came from economic expansion at +1.35%, risk uncertainty at 1.53%, interest rates opportunity cost of 0.46%, and residual at 0.6%. Momentum as the dominant driver points to stron
Our AI Investment Thesis Evolution (opens the original)
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Over the past several years, our AI investment thesis has evolved along with the technological developments and emerging market implications. What began as a relatively straightforward—if somewhat hyped—growth story, has morphed into a more complicated overview involving productivity, capital allocation, geopolitics, and technological sovereignty. The investment case can be summed up in one thought: whether the economic returns generated by AI will ultimately justify the capital that has been re
A Solution for AI Sovereignty (opens the original)
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The following article was written with the help and input from Celestino Mineo, our company’s CTO.As more companies adopt AI, one area gaining traction is the use of AI-powered knowledge bases, largely because of how they impact employee productivity by improving how information is organized and searched semantically. These systems make internal knowledge easier to access and apply, potentially delivering a stronger return on investment.The current default approach to power AI knowledge-base or
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