Andreas Steno Larsen @AndreasSteno
CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts. stenoresearch.com Copenhagen Joined April 2017-
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Funny cause it's true
Where is that massive Israeli attack on Iran that everyone in here warned about during the weekend? Have I missed something or have the experts gone missing?
It has begun. Suddenly my warnings are not so bonkers
It has begun. Suddenly my warnings are not so bonkers
What's hot and what's not in equity space? Markets are really starting to lean into the reflation narrative with energy and materials continuing to receive inflows, while the appetite for class defensives like staples and health care lack behind.
Every Twitter interaction I have on the dollar. 😂 “The dollar is going to crash” DXY is at 105? “The dollar is just crashing slower than other fiat” USD has gained value against goods/services in numerous countries since 2012? “The dollar is crashing against gold/bitcoin”…
Real Estate is starting to lose momentum globally again
The USD Wrecking Ball strikes again! Dollar strength continues, leaving debasement of particularly Asian FX at risk, and there are not a lot of arguments for USD weakness short term. Commodities (precious metals) look like the play here.
SINGAPORE NEXT WEEK (23-25 April) Will be in Singapore next week. Let me know if you are interested in a short coffee introduction and a chat about high convictions in the global macro space My DMs are open
Inflation to dampen in 2025? 1Y and 2Y breakevens have started diverging for the first time in this cycle, leaving SOFR, SONIA and EURIBOR rates in 2025 as the next big battleground.
Fed members keep talking about WHEN rates will be cut... But what about the IF? Do they need to cut at all here? More -> stenoresearch.com/daily-post/som…
Lagarde: "German production may have turned a corner" Ehm.... No..
MARKETS STRUGGLE WITH LIQUIDITY DUE TO TAX SEASON The liquidity picture remains of high relevance throughout the month of April. The influx of taxes not withheld in the coming weeks will potentially prove to be an issue for the liquidity in the private repo system. It seems…
SOFR markets are screaming higher for longer, UST auctions look dire and recession risks are low. Why on earth do people keep pouring money into treasuries? Multiple positioning indicators are signalling a small return of the long bond trade.
Inflation in one chart..
Energy equities screaming higher long end yields here
Where are all the “24-48 hrs Israel attacks Iran!” twats that screamed at me for being “disastrously wrong”? Really quiet right now you degenerates
SENIOR WHITE HOUSE ADVISOR: US COULD RELEASE MORE SPR OIL TO KEEP GAS PRICES LOW
You don't see this often.. In year on year terms both copper and the USD have gained over the past few weeks.
Jim Bianco @biancoresearch
393K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Santiago Capital @SantiagoAuFund
268K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Bob Elliott @BobEUnlimited
137K Followers 689 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Le Shrub🌳🔥🇺�.. @agnostoxxx
103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Otavio (Tavi) Costa @TaviCosta
220K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Luke Gromen @LukeGromen
250K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Michael Kao @UrbanKaoboy
93K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Joseph Wang @FedGuy12
159K Followers 599 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Darius Dale @DariusDale42
81K Followers 907 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.
Michael A. Arouet @MichaelAArouet
74K Followers 755 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Ten_Bagger @Ten_Bagger
43K Followers 956 Following Investor & Trader. Ex Equity Sales Trader. Tweets are own opinions, no advice. Co-founder of Marketmate - The Nordics' only independent ETP screening platform.
Jared Dillian @dailydirtnap
83K Followers 916 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
Kantro @MichaelKantro
86K Followers 803 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
mohamed ibrahim @Mido28_UAE
187 Followers 78 Following
Maltaquas @Maltaquas
2K Followers 789 Following Jestem tu z poczucia obowiązku, a nie dla przyjemności. Obszar moich zainteresowań to różnice na tle rasowym oraz jarmuż.
BTCJedi @MrX007028859768
11 Followers 227 Following
Romain Frehel @RFrehel
11 Followers 89 Following
Sarino @SarinoAlbanian
4 Followers 141 Following
Rachel Sorensen @rachel_sor64439
29 Followers 367 Following Always turn a negative situation into a positive situation.
Vitor Stefani @VitorStefani
19 Followers 95 Following
ᴇᴍᴍʏᴄʀʏᴘ.. @_emmycrypt_
146 Followers 396 Following Web3/crypto⛓️|NFT participant| Let's embrace decentralization! |🚀 #Web3Aficionado #NFTConnoisseur📡
Nach C. Bussenius @0xnicname
260 Followers 4K Following OG Crypto Class of 2013 l #bitcoin Austrian school of economics. Mercenary money. Pro biker. Ufaa
Nihil @Nihil_mor1
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verticalmvts @verticalmvts
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Drob @FollowupMedia1
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Deb Hawkins @DebraAHawkins
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margean galang @margeancute
97 Followers 539 Following
DEVINDER SINGH SIDHU @DEVINDERSI38310
4 Followers 32 Following
Dr.W.Köhrer @DrKohrer
58 Followers 194 Following
pastor Mark Driscoll .. @MuskElon98093
1K Followers 4K Following Getting ⭐⭐⭐⭐⭐ & ⭐ review's since '96. Text Twitter to 99383 for free bonus content & Bible teaching...
Jammal @Jeddah_055
5 Followers 18 Following
Shari McKune @SMckune96336
7 Followers 24 Following
bellesliu @bellesliu6868
48 Followers 151 Following
Ravi Kant Chaturvedi .. @chaturavi
427 Followers 4K Following Full time technology enthusiast, love Databases and everything that goes with it. Passionate about DB performance and Equities. Ex Cadila, SEBI, Dell
Marco Puthaar @MarcoPuthaar
6 Followers 36 Following
Jaro @J_a_r_o_
71 Followers 94 Following
Tomas Jorge @tomasjorge32
459 Followers 4K Following 🇺🇦🇺🇸🇪🇸🇹🇻🇪🇪🇧🇻🇨🇿🇱🇻🇸🇮🇫🇮🇬🇧🇨🇦🇮🇱🇩🇪🇩🇰🇱🇹🇬🇪🇦🇺🇬🇷🇯🇵🇦🇹🇮🇹🇦🇽🇹🇷🇨🇭🇦🇿🇸🇪🇸🇰🇵🇱🏳️🌈🏴☠️
Lucky @lucky112121
953 Followers 4K Following If you want to see the best in the world, let the world see the best in you.💕
Torsten Frøling @torstenfroling
359 Followers 634 Following
Rick @RichardPol83533
9 Followers 37 Following
agro libertad 🇺�.. @LibertadAg46687
724 Followers 1K Following Escribir es meterse en problemas Salvador Sostres
dr.özgür korkmaz @drzgrkorkm7397
4 Followers 92 Following
MMBaller @msm36999
70 Followers 54 Following
Johnny Healthspan @ultinvestment
138 Followers 1K Following Health is the ultimate investment. Rational optimist. Let's build.
Krzysztof Kierczyńsk.. @KrzysztofKierc1
201 Followers 2K Following @HugoGarden123 #Claim #Grab #FOLLOW #LIKE #VET #ZIL #IoTX #RSR #NFT #STARL #BTC @Cctip_com
Reaper Medic @maRX7fc
357 Followers 379 Following We Bury Our Mistakes. Asian Immigrant. American Patriot. Iraq/Afghan vet. Peace through strength.
murex777 @murex777
72 Followers 136 Following
Gokul Sundaram @gokul_srt
17 Followers 118 Following
BigTweetaKahuna @BigTweetaKahuna
206 Followers 3K Following
Alf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Jim Bianco @biancoresearch
393K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Santiago Capital @SantiagoAuFund
268K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Bob Elliott @BobEUnlimited
137K Followers 689 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Otavio (Tavi) Costa @TaviCosta
220K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Luke Gromen @LukeGromen
250K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Adam Taggart @menlobear
78K Followers 164 Following Founder & host of Thoughtful Money Media inquires: [email protected]
Michael Kao @UrbanKaoboy
93K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Joseph Wang @FedGuy12
159K Followers 599 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Darius Dale @DariusDale42
81K Followers 907 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.
Michael A. Arouet @MichaelAArouet
74K Followers 755 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Jeffrey P. Snider @JeffSnider_EDU
120K Followers 927 Following Host Eurodollar University channel. Monetary science reborn. Putting central banks where they belong.
Lance Roberts @LanceRoberts
82K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Ten_Bagger @Ten_Bagger
43K Followers 956 Following Investor & Trader. Ex Equity Sales Trader. Tweets are own opinions, no advice. Co-founder of Marketmate - The Nordics' only independent ETP screening platform.
Jared Dillian @dailydirtnap
83K Followers 916 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Dan Jørgensen @DanJoergensen
44K Followers 6K Following 🎙🌏 ‘Planet A: Talks about climate change’ ⬇️
Danny Dayan @DannyDayan5
10K Followers 210 Following Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager. Chicago Booth MBA & CFA. My views do not consist of investment advice.
Will @WClementeIII
718K Followers 2K Following Investing & stuff | Co-founded @reflexivityres (acq. by @defitechglobal) | Using @velodata
Henning Larssson @IncZiined
25 Followers 219 Following
Rasmus Søgaard @rasmus_soegaard
1K Followers 705 Following Ekstra Bladet - 53 63 70 54 [email protected]
A.D. @elasticretreat
8K Followers 782 Following HF Portfolio Manager, ex @GoldmanSachs Partner, Politically homeless. Its Turtles all the way down! *D.Y.O.R*
Sofie Rye @sofierye
6K Followers 2K Following Journalist og redaktør for video og lyd på @EkstraBladet [email protected]
Ronnie Stoeferle @RonStoeferle
61K Followers 8K Following Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien Tweets ≠ investment advice
Gero Patterer @GeroPatterer
5K Followers 293 Following Portfolio Analyst - Global Macro | CFA, Data Science, Finance | An investment narrative without data is just a fairy tale
Jacob @JacobSkaaning
1K Followers 1K Following @FCKobenhavn @CphSundays #bitcoin #dkmedier financial market analyst Pm for inquiries 🎯
Claudia Sahm @Claudia_Sahm
66K Followers 5K Following macro, Fed, fiscal, inequality. founder of Sahm Consulting. former Fed economist. creator of the Sahm rule, a recession indicator.
Adam Thurgood, CFA @AT_AdamThurgood
570 Followers 122 Following Investment strategist and wealth manager for successful families and institutions. Tweets are not investment advice. More info and disclaimers at our website.
SuperMacro @super_macro
18K Followers 2K Following Veteran hedge fund PM with 25 years’ experience of trading and macro investment. Ex-Brevan Howard partner and PM for 12 years, former Citigroup MD
Bo Møller @BoMoellerDK
4K Followers 1K Following 🎾 Amateur padel player & founder of multiple succesful companies such as EasyPractice (SaaS), resOS (SaaS) & Twentyfour (Software dev). Investor. Board member.
Going John Galt @GoingJGalt
1K Followers 2K Following Financial adventures of a 'retired' millennial. Investment ideas with a macro overlay. Former institutional PE investor.
Jordi Visser @jvisser_weiss
5K Followers 313 Following President and CIO, @weissmultistrat Lead Contributor, "In Search of Green Marbles" Podcast. Please review important disclosures at https://t.co/u3QJiVV411
Ash Bennington @AshBennington
28K Followers 3K Following Senior Host & Crypto Editor @RealVision — Author of Crypto Crackup | Former: @CNBC + @CoinDesk | Prior Life: @CreditSuisse + BB&T. (RT ≠ Endorsements)
Halfdan Timm @halfdantimm
3K Followers 943 Following Vil bygge Danmarks bedste marketing-bureau med Obsidian Digital. :)
Harkster @HarksterHQ
4K Followers 1K Following Streaming financial research & commentary to bring you the macro themes at play in markets today. Setup your Harkster research inbox → https://t.co/2V1nfQwQPx
Philip Pilkington @philippilk
21K Followers 223 Following Macroeconomist/investment professional. Tweeting all things macro/investment. Host of the Multipolarity podcast, @MultipolarPod.
Parker Ross @Econ_Parker
12K Followers 662 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
Steno Research @stenodata
2K Followers 13 Following Your source for actionable and independent macro economic and geopolitical research. Check our websites for insights, model portfolio, trade alerts and more!
Liqian Ren @liqian_ren
14K Followers 991 Following Director of Modern Alpha @WisdomTreeFunds Host of China of Tomorrow, co-host Behind the Markets https://t.co/Nb1RJm9LLk https://t.co/ckJ26l2oBm
Christian Bennike @chrbennike
6K Followers 1K Following Journalist på @weekendavisen [email protected]
Web Begole🇺🇲�.. @web_begole
721 Followers 476 Following @marketreaderinc Co-Founder & CTO. Chief Tech Advisor to @ExanteData. Creator of @MarketWebs https://t.co/REGrPnl8Ag Views = own.
Frede Vad Fuck Sagde .. @RdToksv
4K Followers 69 Following Ryggesløs kujon uden smag for ærlig kritik. Derudover forfatter af succesløse bøger og politisk korrekt kulturmarxist fra helvede
War Monitor @WarMonitors
1.0M Followers 97 Following Proud Semite || Breaking News || Geopolitics || Backup: @WarfareBackup || Want to support me? Donate: https://t.co/CkqsdOqqhV || Twitch: warmonitor
Mads Dalgaard Madsen @dalgaard_mads
4K Followers 636 Following Fmr. Advisor on US Domestic Politics and Congressional Affairs, Embassy of Denmark, Washington DC — ☎️ +45 2893 3460 📩 [email protected]
Jason Shapiro @Crowded_Mkt_Rpt
35K Followers 1K Following Not investment advice. 30+ yrs of trading, HF MGR, featured in Unknown Market Wizards. Free Newsletter https://t.co/6PXysw5iLP
KA @Korradoaderson
287 Followers 101 Following Projects lawyer in the Middle East by day, flailing amateur resources investor by night...
Lawand Hiwa Namo @LawandNamo
2K Followers 772 Following Arbejdsmarkedskommentator hos Politiken, chef for politik & analyse hos FRIDAY og tidl. taleskriver og kommunikationskonsulent i FH. Tlf.: 53 66 22 32.
Morten Messerschmidt @MrMesserschmidt
38K Followers 728 Following Formand (DF), kæreste (Dot), far (Hugo). RT means worth reading/seeing. No name = No response - lev med det!
Boris Kovacevic @MacroKova
2K Followers 2K Following Global Macro Strategist at Convera. Charting just for the sake of it. Opinions are my own.
Johannes Langkilde @johslangkilde
50K Followers 416 Following News Anchor, TV Host, Speaker, Author, Dad & the guy behind the piano. @gmfus Memorial Fellow, Fmr. US Correspondent.
Joachim Claushøj Bin.. @joachimcb
1K Followers 746 Following Vært på nyhedspodcasten Dato og TV-magasinet Kernen, [email protected], tlf/signal/whatsapp +4561931522 Lever efter mors mantra: Der er, hvad der er.
Mike "Mish" Shedlock @MishGEA
33K Followers 970 Following https://t.co/bwBAtHj9nn On my “MishTalk” blog, I write about global economy. Topics include interest rates, central bank policy, gold, and stocks.
Lukas Kuemmerle @lukaskuemmerle
3K Followers 94 Following Absolute Return Agricultural Commodity Risk Manager, Editor
Marco Pabst @marcopabst
4K Followers 816 Following CIO, PM. 30 years of investing and still loving it. No investment advice. No newsletter selling. Views are my own.
MCTrader @elementmacro
2K Followers 55 Following Macro, trading and Philadelphia Eagles Thoughts, comments and ideas are not investment advice.
Emil Møller @EmilMoller10
1K Followers 2K Following Motopapi, trader, books, finance+global macro, multilinguist. Head of Research https://t.co/Jz8Ov32Q1E Regular contributor https://t.co/37wR1xO47j
Aneeka Gupta @AneekaGuptaWT
685 Followers 820 Following Enjoy macro with a focus on agricultural commodities Director Macroeconomic research @WisdomTreeEU https://t.co/eMU96ho75H
Per Helge Sørensen @perhelges
612 Followers 173 Following Komiker, afhoppet embedsmand og Djøf med Løg(n)'er
Nick Bunker @nick_bunker
15K Followers 2K Following economics at @indeed. working dad of two. ❤️ 📈 (he/him)
boaz weinstein @boazweinstein
43K Followers 901 Following Boaz Weinstein is the founder of Saba Capital Management.
Sergio Chapa @SergioChapa
20K Followers 5K Following Senior LNG analyst for @PotenPartners. Mostly tweets about LNG, natty gas, shale, earthquakes, the U.S./Mexico border, food and travel.
Venstre er landbrugets lobbyister og landbrugets forlængede arm. Og det er i virkeligheden verdens mest ukontroversielle udsagn.
Rud Pedersen har landet en spændende kunde: De skal lave PR-arbejde for Bæredygtigt Landbrug. I spidsen for RPs arbejde står Iben Krog, folketingskandidat for Venstre, viser et internt læk. Hør hele historien foldet ud i P1 Morgen fra 06.30 og frem fredag
@AndreasSteno My guess is US pressure. Israel doesn’t want to impact relationship with closest ally
Let's recap the last 7 days: Iran telegraphs an impending "attack" on Israel, launches it over a weekend, calls the matter "done" lol. Sent RadioShack clearance rack drones over which 99% are shot down like toys. Twitter loses its mind with WW3 clickbait nonsense. I try to bring…
"It's Time to Retire the 2% Inflation Target" says another bloomberg opinion columnist. First they call you crazy. Then they fight you. Then, they say it was their idea all along. Finally, everyone pays more for their groceries 😂😂 bloomberg.com/opinion/articl…
Twitter pays you about $1 for every 150k ‘impressions’ I make a staggering 50 to 100 cents a day on this site
It‘s official folks, measured by its fiscal deficit the US has become an emerging market.
'Halving Software Adjustment', that's a new one.
En virtuos i sin aktive karriere. Beundringsværdig selv med Real Madrid-fan-kasketten på. Captain, Leader, Legend. Som træner et uværdigt klynkemonster. Gule og røde kort i tide og utide. Vanvittige konspirationer og totalt ublu i forhold til selvkritik. En komplet parantes i…
🔵🔴 Xavi: “It’s pointless to discuss about the game… the referee destroyed it all”. “We can’t stay silent. He changed the game and the entire tie. It was a disaster”.
@AndreasSteno @Frances_Coppola I mean, she did say "may". It's just that it very much didn't.
@AndreasSteno @JeffWeniger I assume these numbers don’t include the value of their pensions and other benefits. If American healthcare and insurance costs $30k a year and French costs near zero to the worker, it’s easy to see how the French worker is better off.
Forecasting rate differentials is hard because you have a Fed that has been desperate to cut despite growing evidence that they *shouldn't*, and an ECB they *should* have already cut but has been desperate to let the Fed move first 🤣
carry guys getting carried to the woodshed
@GordonJohnson19 @WholeMarsBlog That video was recorded with FSD Beta V11.4.4 in November 2023. You’re 5 months late @GordonJohnson19 Stop playing “gotcha” with lies.
Dropping off Gali in the Castro on Tesla Full Self-Driving Beta 11.4.4 on Hardware 4! Watch in 4K: youtu.be/nVG_TouhSi0
@GordonJohnson19 @WholeMarsBlog Are things really getting so bad that you need to use 6 month old videos to lie about the performance of current software?
@GordonJohnson19 @WholeMarsBlog This video is six months old and the car is using FSD V11, not V12.
Reminder: Markets do not collapse when everyone is expecting them to.
Small anecdote that may or may not mean anything, but inflation break-evens have moved up for two days in a row when oil has done nothing. Fear is rising.
@DannyDayan5 @AndreasSteno this was great! Brave choice of intro music 🤣
Når en vækstvirksomhed holder op med at vækste rammer de ofte en mur af virkelighed og må tilpasse forretningen. Hårde tider for den gode Elon Musk macroticker.com/tech-ai/tesla-…
Can't wait for the next Atlanta Fed GDP update today so I can read about the recession everyone keeps warning us about
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