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India and the race in Himalayas road buildup on both sides with China and India responding to each other's efforts on ground that is 11,000 to 14,000 feet high. In the latest buildup India in 2026-2028 is building the Zojila Tunnel in Ladakh to cut travel to 20 minutes across mountainous terrain for supplies to frontier outposts in some of the most forbidding terrain on earth. Much of this region of Ladakh and Kashmir is tens of thousands of miles from Shanghai and Beijing, Tibet is far far from China proper, yet the experience of the Sino-Japanese war in the 1930's and the attempted colonization of China by Japan is alive in the minds of the PRC's leaders, see Tibet as a buffer region. Who see India not as as the land of Gandhi and the Buddha Land that has remained that way since the year 1000, see instead a legacy regime of the British Empire of the 1800's that attempted partial colonization of China.

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Polls published by IDEA in Hungary that show less than 10% of Hungarians see EU as a concern most are concerned about corruption and governance and public services cost of living. This was done before the election and showed Tisza at 39% and Fidesz at 30% support with 22% undecided at the time who swung in favor of Magyar and Tisza party. This shows that policies will change and Tisza supporters by large majority want change in policies friendly to EU. Yet the election was fought for good governance, good public services and lower cost of living. This means changes will not be too drastic  with Russia, not keen on Russian oil imports but maintaining pragmatic relations with Russia. But it makes a difference as 18 billion euros will be coming to Hungary from EU that were frozen under Orban which can finance better public services. Rule of law can improve and corruption can be reduced in government for Hungarian society to be seen as healthy after a quarter century of one party government by Fidesz party of Orban. ...

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Richard Levitan, a physician expert on patient oxygen levels treated patients at a New York Hospital, and found this very important fact about coronavirus and its attack on patient lungs. Early detection and treatment, use of pulse oximeter monitoring, are shown to be critical for coronavirus.  Covid or cornavirus pneumonia is different from normal pneumonia in that it attacks the lungs but patients can be low on oxygen without realizing it through shortness of breath. As it turns out and confirmed by this physician expert who has invented intubation techniques and served at a New York hospital to understand why coronavirus was killing patients, the patient simply breathes faster and deeper without knowing it and is not short of breath even though his oxygen saturation is going down. This delays treatment- use of pulse oximeter is therefore recommended, an easy test placed on a finger that shows the oxygen reading. This kind of fast breathing then suddenly leads to the complete collapse of the patient's lungs, which is why so many end up in hospitals late and end up later on ventilators. British prime minister Boris Johnson received this kind of monitoring and early treatment to be able to return to work.  ...

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Nate Cohn looks at Biden and support he could draw from young, non-white and "irregular" voters in 2024. Many of them were uncertain even though they were Democrats. Irregular voters are young voters who are disengaged and do not follow events and who are low turnout, mostly from Democratic constituencies who have supported Republicans and Mr. Trump but lack any specific loyalty.

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Peter Eavis discusses ways in which regulators are conducting ongoing supervision of large banks under the Dodd-Frank legislation- with stress tests, and the review of living wills of banks in 2016

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Over 60% of GM revenues in North America come from larger vehicles and SUV's. This is the situation as oil prices are rising and change is sweeping across the Middle East. Another problem is overcapacity in the auto industry. The overinvestment is highlighted by the recent decision of Geely to invest $10 billion in Volvo to double production to 800,000 units over 5 years. The car industry can produce 94 million cars the Economist magazine estimates, and demand worldwide is only 64 million. One estimate shows production capacity could reach 40 million in China by 2015!

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VW's global plans to increase sales and surpass Toyota. Efforts to increase sales in the U.S. by redesigning the Passat and having it compete with the Toyota Camry in the same price range of about $20,000. To develop new small cars for Asian markets VW has taken a 20% stake in Suzuki, giving it access to small car technology. Suzuki deal gives VW access to the Indian market. VW plans are to double the network of dealers in China to 1600 in 5 years and a sales target of 2 million cars for China. VW has stumbled before in the U.S. and lacks a presence in Asia outside of China. This is about to change.

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Deflationary dangers in 2010 with core consumer prices falling 0.1% in January 2010.

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Kimberly Clark will raise prices on Huggies diapers and wipes by 3-7%. Procter & Gamble said it will raise prices on Pampers diapers 7% and wipes by 3%. Consumers tend to switch brands for bleach, bottled water and soap, but recent surveys have shown only 10% will do so for baby products.

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Malone describes the future of Silicon Valley and a return to its roots in a world of new devices closer to where Dave Packard and Noyce (followed by Jobs) started the first tech developments in California. He sees a larger Silicon Valley spread out over a much larger region by 2050.

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Ignazio Angeloni heads the financial supervisory authority setup by EU leaders in 2013 inside the European Central Bank. The NYT's Danny Hakim's interview with Angeloni on the task facing Angeloni and the ECB as it takes on supervision of all EU banks.

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Antitrust issues raised by Google's dominance in the internet as a search engine, and in consumer data gathering. The U.S. Federal Trade Commission's two year investigation.

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Demand from China and the Middle East alone will increase by about 2 million barrels a day this year, with another 2 million barrels a day increase from other growing economies, the U.S., Europe and Japan not changing much. This will drive prices according to the International Energy Agency. Supply is not growing enough, consider Iraq, Iran, Venezuela, Mexico, which have stagnant production levels and increasing demand. Price volatility has been a feature of oil markets with so much uncertainty, including uncertainty of non-OPEC production so that OPEC alone cannot determine oil price levels. Economic crises in the the US and Europe and prospects of a recession have so far not affected oil prices. If demand continues to grow in places like India, China and the Middle East, then prices will continue to remain high.