Geoffrey Fouvry @GraphCall
Connect the Financial dots unapologetically. Scouring financial analysis, in patented big-data & augmented web delivery ex hedgie 👇 get your free account graphfinancials.com New York, NY Joined March 2016-
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@SamanthaLaDuc Tariffs product by product depending on the local production situation vs imports makes far more sense than by country. BUT if you do that from the start people understand that it is tax to curb domestic consumption. HOWEVER, if you start with "we will start to do tariffs…
@saylordocs Isaac Newton got ruined in the South Sea bubble. He was a genius but lacked common sense. Capital markets are not the ultimate intelligence test, they are the ultimate shrewdness test. They are legalized burglary in a way.
This low valuation on TikTok is a very bad idea. It says this: don't invest in the US, Your bizz will be grabbed by the gov and given to a politically connected oligarch for a loaf of bread. #notcapitalism finance.yahoo.com/news/prized-ti…
It has begun. Consumer credit and auto sector is the canary in the coal mine. We have been warning about this to anyone who could listen. Stay tuned.
Tricolor, $CVNA, $KMX, Carnaby, and the entire industry....has a severe Asset Backed Securities problem. This is why, our team has been researching the ABS trusts from 2018 to present..trusts by trusts, every month by loan to map the deterioration. @CNBCFastMoney @nat_zhang…
@TedinAngryMode @Kathleen_Tyson_ I have published for clients the data on LCOE on Solar based on recent bidding in China regions and then you factor Perovskite at 34.85% by LONGi, thinner Silicon, you add the new grid forming BYD utility at 0.014 kwh? It's brutal (in a good way). It's CHEAPER than gas. EVEN if…
Are you denouncing the administration you have been part of?
The US Farmers problem is that they have non-tradable costs that have inflation in a currency that is too high and yet what they sell is a tradable good. US farmers will massively benefit when the US is forced to do a deval due to UST problems like in the 1970s.
The US Farmers problem is that they have non-tradable costs that have inflation in a currency that is too high and yet what they sell is a tradable good. US farmers will massively benefit when the US is forced to do a deval due to UST problems like in the 1970s.
How about the real economy? What did you say again before?
How about the real economy? What did you say again before? https://t.co/4zdTJdAneb
@MichaelAArouet Henry Thornton and Edwin Kemmerer explained that the biggest robbery is by money printing. So @MichaelAArouet, are you arguing that Henry Thornton and Edwin Kemmerer (Prof at Princeton) are leftist? If not, do you suggest that the economies of hte West should do something like…
Yesssss... We have been recommending $KMX as a short to our clients since the stock was ~ above $100.
Yesssss... We have been recommending $KMX as a short to our clients since the stock was ~ above $100.

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