Michael A. Arouet @MichaelAArouet
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. Metaverse Joined August 2017-
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Following752
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There is no such thing as the stock market. There is tech and the beaten rest. BTW, Kodak and IBM used to be in top ten S&P 500 companies at some point. Nothing lasts forever.
Just red about a guy in Germany who adopted 24 children abroad. All mothers and siblings automatically received German residency permits, and this guy pocketed 1,5 Million Euros in social payments per year. This country is simply finished.
Haven‘t we heard about the famous Fed Pivot since the very beginning of rate hikes couple of years ago?
This made my morning Ht @peruvian_bull
That‘s quite remarkable datapoint. Which model is more beneficial for owners and employees? Public or privately owned companies?
The issue with these predictions is that they assume that there will be no recessions or geopolitical events as we go forward. How realistic is that?
Can someone please explain why a company with growing inventories despite price cuts is trading at 2024 PE ratio of 75? $TSLA
🅰🅻🅴🆂🆂�.. @AlessioUrban
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1K Followers 397 Following Managing Partner at Sethi Associates. Hopeless optimist. Reposts appreciated.A tweet re: yen deval and China impacts. A reply to @BobEUnlimited about household finances. A chat with @MichaelAArouet about rate cuts and PMIs. A bi-directional trade plan on #BTC. I hold diverse interests. If you follow me you will see a bit of everything. Always learning.
@MichaelAArouet Good time to remind the viewers that the Fed has never began a cutting cycle where manufacturing PMIs rose back above 50 after a multi-month period below. And we just had the longest non-recession streak of <50 in history.
If you want the Fed to start cutting, history says you want manufacturing PMIs to stay sub-50. In seven decades, the Fed has never begun an easing cycle after PMIs rose back above 50 following a period below.
The Yen is in free-fall and markets wonder if there's a red line. There isn't. The red line that exists is on 10-year JGB yield, which can't rise as this would cause a fiscal crisis. Japan can't simultaneously stabilize Yen and cap yields. Japan's debt put it in a terrible place.
@MichaelAArouet Just wait, we (EU) will come with regulation of this ugly charts soon!
@MichaelAArouet Dear Michael, the Cathie’s of the life are many, more than any of us would imagine…
@MichaelAArouet x.com/alex_avoigt/st…
Quote from a German Journalists from the 🇨🇳 China Auto Exhibition: "After the show yesterday, several VW managers confirmed to me what is now the order of the day: either smart, attractive and affordable electric cars are brought onto the market at a rapid pace - or the game in…
“I’d like to speak to the manager”
@anammostarac The system is supposed to be counting unique verified users, but subtracting users that seem to be bots. It’s imperfect. Will discuss with team this week.
@MichaelAArouet Agreed. Being long gold during good times is a great way to have dead money. Not being long at least some gold during bad times is also risky.
@MichaelAArouet I was more into Magnum PI. He drove a 308.
@MichaelAArouet Incredibly difficult to pick one!
@MichaelAArouet 1959 Corvette
@MichaelAArouet From my wedding day. I love that car