如今有空我會玩ChatGpt和Grok4. 幾年了,我一直認為AI在建模,政府的政策是AI模型的選項。不久前,我有了一個靈感: 為什麼不試試,檢驗一下當今的川普行政當局的政策,包括川普個人的言行,是不是AI模型的結果引導和指示? 我認為川普每天的言行,最主要的目的是吸引媒體和自媒體的注意力。有時是轉移人們的注意力,有時純粹是川普的ego表演。都是為了吸引注意力。金融市場隨着川普的言行而波動成為常態。我猜想。川普的communication team,每天用ChatGpt 或者Grok,問ChatGpt幾個川普當時最關心的問題,然後根據ChatGpt的答案,提供給川普,然後川普就胡侃一通。 玩美國金融,每天根據當天的情況,我就猜想川普今晚半夜會是侃一個什麼?我自己問Grok幾個假設問題,然後就操作一下,win rate is pretty high!! 我認為川普應該很快會侃一個驚人的新問題,我建議人們自己問問,會是什麼方面的什麼問題? 另外關於愛潑斯坦名單翻來覆去,我的判斷是: 關於愛潑斯坦名單,我覺得川普和MAGA是搬起石頭砸自己的腳,當初川普和MAGA以為可以利用,現在這次的變化,我覺得說明指向,川普的MAGA內部的不和和競爭,快要變成台前了。我認為MAGA,也就是美國的民粹,以前我寫過,Cabal早就搞成,cntrolled opposition,或者叫CO。這個CO需要考慮兩個問題:1,川普被用完,賴着不走,怎麼辦?我想這次的關於愛潑斯坦名單的滑稽,恐怕會是導致川普成為真正的lame duck。還有什麼讓川普成為lame duck?美國如今的共和黨霸主地位,川普以後,任期完了,就會情願放棄?川普這種ego,恐怕不會那麼輕易的。因此我覺得,現在,布局,同時MAGA和共和黨內部,有野心的,恐怕會是蠢蠢欲動的。也可以理解川普用這個來檢驗這些人的忠誠度,我覺得川普不會是那麼“smart”。也就是說MAGA也會是evolved,cabal最厲害的就是evolving,現在AI建模,模型基於人類實時更新積累的行為數據,選項也是精準的。以前我曾經寫過AI建模,再用模型引導,控制人的行為,形成一個循環。我想這一天恐怕已經到來了。
比如我問grok4這個問題:impact if trump fires Powell? Grok: If President Donald Trump were to fire Federal Reserve Chair Jerome Powell, the impacts could be significant across economic, political, and legal dimensions: Economic Impact: .Market Turmoil: Equity markets could experience sharp declines due to uncertainty over monetary policy and loss of confidence in the Fed's independence. Historical precedent, like Trump's 2018-2019 criticisms of Powell, led to market drops; a firing could amplify this, potentially causing a 5-10% selloff in major indices like the S&P 500. .Bond Yields and Dollar Volatility: Long-term Treasury yields could spike as investors demand higher risk premiums, reflecting fears of unchecked inflation from Trump's tariff policies without a steady Fed hand. The U.S. dollar might initially weaken due to uncertainty, though it could later strengthen if a Trump-aligned chair signals aggressive rate cuts. .Inflation and Interest Rates: A new Fed chair perceived as less independent could undermine credibility, leading to higher inflation expectations. This might force tighter monetary policy in the long term, raising borrowing costs and potentially slowing economic growth. Political Impact: .Congressional Backlash: Firing Powell would likely face resistance from some Republicans and most Democrats in Congress, who value the Fed’s autonomy. This could complicate Trump's legislative agenda, especially on economic issues like tax cuts or trade policy. .Public Perception: Trump's base might support the move, viewing it as taking control of the economy, but moderates and business leaders could see it as reckless, eroding trust in his economic stewardship. Legal Impact: .Court Challenges: The Federal Reserve Act protects the Fed chair from removal without "cause" (e.g., misconduct, not policy disputes). Legal experts, citing Supreme Court precedent, argue firing Powell would be struck down in court, leading to prolonged uncertainty. .Precedent for Fed Independence: A successful firing could weaken the Fed’s autonomy, setting a precedent for future presidents to exert control over monetary policy, potentially politicizing the institution long-term. Global Impact: .International Confidence: Global markets and central banks might question U.S. economic stability, reducing demand for U.S. assets and strengthening rival currencies like the euro or yuan. .Trade and Tariff Dynamics: With Trump’s tariffs already raising inflation concerns, a less independent Fed could exacerbate fears of economic mismanagement, potentially escalating trade tensions as other nations retaliate. Mitigating Factors: .Trump might appoint a replacement like Judy Shelton, who supports lower rates, potentially calming markets if the transition is smooth. However, Senate confirmation of a new chair could be contentious, prolonging uncertainty. Powell’s term ends in May 2026, so Trump might opt to wait, reducing immediate disruption but maintaining pressure on the Fed. Overall, firing Powell would likely trigger short-term market chaos, legal battles, and long-term risks to the Fed’s credibility, with ripple effects on global confidence in U.S. economic leadership. However, the exact impact would depend on the replacement, market reactions, and legal outcomes. |