Kurt @Kapkurtis
Joined October 2022-
Tweets3
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Following263
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Global economic surprises have been perking up since the beginning of the year. Manufacturing PMIs are picking up. Growth picking up will also lead to inflation picking up again.
Lower cost of capital, lower cost of key inputs (sadly, often coal; polysilicon is energy intensive), lower cost of labor, better access to downstream components -- Depressing but no doubt accurate reporting 2/2 wsj.com/business/can-t…
@darioperkins Is this R* in the room with us now?
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@Sorenthek Timing is interesting. Why March? 🤔 Jan 2nd highest gold withdrawal in SGE history Feb Massive retail demand during Chinese New Year March Gold breakout April Yellen visit 🇨🇳, BRICS/IMF meeting (today) May Putin visit 🇨🇳, BRICS meeting 5/14-19
@RafeekAdams @jacksonhinklle How the hell do you know that, don't talk rubbish!!
Pour mes amis français... Q: Pourquoi tu nous balances toujours du Jane Austen alors qu'on veut juste du Marcus Aurelius ?? Ah, la lutte éternelle entre les riffs romantiques d'Austen et les beats stoïques d'Aurélius. La vie, c'est une mélodie sauvage, mec, et se limiter à une…
Ep. 73 The Vladimir Putin Interview
We are no longer in a war for resources we are in a battle for reality.
How @nglinsman is viewing things: - Bear market in bonds is just getting started - U.S. fiscal situation in 2024 will be worse than market anticipates, government is pledging billions to foreign military conflicts (i.e. Ukraine & Israel) - Recession bros are still too early as…
No offense to honky but this is the newest saying the street uses to keep people in the market. Hint: You don’t need to be in the arena when you can earn 5% yield in cash.
SUNSCREEN IS DEADLY! HOW TO MAKE YOUR OWN NATURAL SUNSCREEN
What's @TheProblem with @jonstewart? Host, writer, executive producer, director and advocate looks for accountability on some of the most complex issues of our time, from #gender to #taxes to #elections to #globalization and more! #FYC #Emmys - Stream all episodes on Apple TV+
The explosion in Turkish consumer loans is outright bizarre!!! Is this the REAL reason why Erdogan is against hiking rates? We discuss whether to buy Turkey in our weekly EM by EM editorial here -> stenoresearch.com/is-turkey-to-t… $TRY
"Inflation has peaked. Inflation is coming down. But that's not really the story" - Jim Bianco, Bianco Research Founder and President trib.al/BkeTaDq
Fans get worried for Post Malone after watching him perform like this🙏🏾😕🙇🏽♂️
This Macro Voices #301 interview from Dec '21 is an accurate explanation of what's about to happen. China restricting supply forces the Fed to over-tighten. Then China reopens, flooding supply when demand has been destroyed, causing a deflationary crisis. HT @DizzleTheRizzle
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