BD @BEDE003
Views my own | not investment advice | 🇺🇸 USA Joined June 2017-
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The mean deviation of changes can be eyeballed as ~.2, so the "rise" is effectively noise.
The mean deviation of changes can be eyeballed as ~.2, so the "rise" is effectively noise. https://t.co/0VqRRDl3du
If Data is king in the world of AI - who has more data than Google? If you haven’t used Gemini advanced in multiple languages and for current data - you don’t understand
Great numbers across the board
Great numbers across the board
@saxena_puru Normalizing …please take a longer view…. Go farther back on the terminal (it is available)…. Market has not been normal since 2008…. Imho
Youth are always more optimistic … and trend is improving
Youth are always more optimistic … and trend is improving
Over 95% of ASML DUV revenue came from China. This was 49% of their total revenue. No one is building fabs for anything besides leading edge despite trailing edge content growth still happening. America, Europe, Japan, etc will get completely destroyed in 14nm and above nodes.
Market continues to price out probability of several Fed rate cuts this year
No move is the best outcome
Playoff time #mffl
Powell today said H4L and ruled out raising completely. The latter message was subtle - it will take time to process. 4.66 on 10’s might hold.
Closed under 4.66 - again!
This is an oil supply issue masquerading as a ME major geopolitical problem.
Barring some last minute development Iran is going to attack #Israel. The response and risk of escalation will depend on what and how they attack.
This will help the PCE
⚡JUST IN: China March Annual CPI 0.1% [Est. 0.4% Prev. 0.7%] Monthly CPI -1.0% [Est.-0.5% Prev. 1.0%] Annual PPI -2.8% [Est. -2.8% Prev. -2.7%] Monthly PPI -0.1% [Prev. -0.2%] #CPI #China #deflation #PPI #EconTwitter 🇨🇳
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jub9ep1hu5v @p1hu56273oyw
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@mikeharrisNY Its MAD is ~.2, no information in a .1 change
Messi is so wicked, just look at what he did to 3 grown up men😭😭
Trillion-dollar companies trading like penny stocks indicate concentrated & leverage positions in fast-money and Hotel California Liquidity.
just saw some v tall human men walk through the lobby so I'm pretty sure the Nuggets are staying here
“here at Deloitte we leverage advanced data analytics and project management tools to deliver value to clients” the tool:
Over 95% of ASML DUV revenue came from China. This was 49% of their total revenue. No one is building fabs for anything besides leading edge despite trailing edge content growth still happening. America, Europe, Japan, etc will get completely destroyed in 14nm and above nodes.
Market continues to price out probability of several Fed rate cuts this year
I stopped following ZH a while back. Today they are being RT'd in my timeline almost non-stop. That's how you know it's a down day.
4.56% on 10 Year… Big Dawgs are on Strike. “Justice for GSIBs”
Fed: Hey Jamie can you buy some of this to help the System? JD: LOL
Recent talk by Drago Anguelov, Head of Research at $GOOGL Waymo, was pretty interesting. Punchline is autonomous driving is a technically challenging problem, Waymo has solved it, and LLMs are allowing for further / continued improvements. It will be interesting to see if the…
MVP MVP MVP
Harden's MVP (2018) vs. Luka's 2024.
1/5 WSJ: "The message will also mark an evolution for Yellen—and the end of a bygone era in U.S. economic thinking about China. Like other economists of her generation, Yellen, 77 years old, said the surge in Chinese exports at the start of the 21st century had seemed like a…
Of the 20 largest banks, it’s smaller ones with largest share of CRE loans relative to overall loans per @VisualCap graphic @UBS
In one example, a former director explained how $EQIX would seek new serial numbers for refurbished equipment in order to recognize the old repaired item as new and book it as growth CapEx. “That’s really on the edge”, they explained. (10/x)
It's the first step towards inner peace that is always the hardest.
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