Ratios between Gold, Platinum and Silver Rather than focusing on absolute prices, this article looks at price ratios between gold, platinum, and silver over long time horizons. Ratios often reveal structural changes that are harder to see in nominal price charts. Code is here. https://tkgwithpython.blogspot.com/2026/01/ratios-between-gold-platinum-and-silver.html This is not an investment thesis, nor a trading strategy. It is simply an observation about long-term relative movements. Gold / Silver Ratio: Volatile over the Past 10 Years Over the past one decades, the Gold/Silver ratio has shown highly volatile behavior. • Sharp spikes during periods of financial stress • Rapid reversals when panic subsides • Strong sensitivity to monetary policy, inflation expectations, and market sentiment This volatility suggests that the Gold/Silver ratio functions more as a financial stress indicator than as a stable long-term trend. In other words, it reflects short- to medium-term se...

Notes on AI, Strategy, Compute Resources, and ROI 1. The Human Mind and Abstraction • The human mind contains an emotional layer responsible for abstraction . • This emotional layer is not noise; it compresses and reduces the search space in advance . • Through this emotional layer, humans unconsciously perform information compression on the order of 3 to 10 orders of magnitude . • This compression is what makes instant decision-making possible even in highly complex situations . 2. Subtraction → Complex Computation • The correct order is: Subtraction (reduction / compression) → Complex computation (optimization) . • If full exploration is performed using logic and algorithms alone, → wasted compute resources grow exponentially . • The core problem is not insufficient compute power , but poor search space design . 3. Division of Roles: Strategists and Tacticians • Strategists • Compress and reduce information • Decide what not to do • Design...

Some Risks of China’s Dual-Use Export Ban China’s recent decision to impose a dual-use export ban targeting Japan is often discussed in terms of supply chains, technology controls, and security risks. However, beyond the immediate economic impact, this policy carries a less obvious but potentially more strategic risk : its indirect effects on Taiwan–Japan relations. This article explores three structural risks embedded in the design of the ban. 1. Taiwan-to-Japan exports may fall into a gray zone Although the export ban is formally directed only at Japan , its scope becomes ambiguous when Taiwan is involved. From China’s official perspective, Taiwan is not treated as a fully separate political entity. As a result, dual-use goods manufactured or exported from Taiwan—such as electronic components, semiconductor-related hardware, or even consumer-grade PC parts—can be framed as Chinese-origin technologies routed through Taiwan . This creates a situation where: • Taiwan exporting dual-...