Read on the Trading Floor - 16 Feb 2024
Today’s focus… Vigilant CB's when everyone is on holidays, Rishi's by-election hammering, Nvidia, week ahead previews and much more
Macro Themes At Play
Theme 1 - How does technology rewire the intricate circuitry of the teenage mind?
Theme 2 - Grateful but Vigilant
Theme 3 - NVIDIA up 50% YTD
Theme 4 - Where does Rishi go from here?
Theme 5 - The week ahead previews
Further reading and listening of note
Theme 1 - How does technology rewire the intricate circuitry of the teenage mind?
This an excellent and must-read piece from 13D with intro/forwards from Brent Donnelly and Ben Hunt...
Rabbit Hole #11: Technology and the Teenage Mind
Having grown up playing computer games ... Super Mario, Golden Eye, Age of Empire, GTA etc etc... The gaming industry came under consistent political pressure due to the violent content that these games brought into households. However, history/time has proven that those games have delivered a fraction of the impact on society that smart phones have for teenagers and adults, but yet there's no 18+ "rating" for smart phone apps like there can be on movies and games. Similar with ads .. why are "free" games and YouTube allowed to have different ad standards than traditional TV? Does society / governments need to rate the products on our phone? Why is new technology treated different to old?