N30 @__electricc
Joined April 2020-
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China has spent 7 yrs making "bad economic choices" to prepare itself for decoupling it has anticipated since 2018. It has diversified trade partners. Deflated stock & real estate bubble Punished big tech & encouraged new startups Drove industrial policy in new emerging sectors.
This is American exceptionalism on steroids, completely disconnected from reality. China will do what it always does when faced with U.S. hostile actions: they won't talk much but trigger policies that will demonstrate in due time that these actions were utterly…
This is American exceptionalism on steroids, completely disconnected from reality. China will do what it always does when faced with U.S. hostile actions: they won't talk much but trigger policies that will demonstrate in due time that these actions were utterly…
Howard Marks just went on Bloomberg to share his views on Liberation Day. Here are his insights on its economic impact and why he thinks US is still the best investment destination. A thread 🧵
The argument that increasing tarrifs will cause adaptation by local industry assumes all parties consider the tariffs PERMANENT (even if we ignore the immediate impoverishment from decline in trade, the clumsiness in the abruptness). The problem is that everyone w/ a functioning…
The story around China issuing USD-denominated sovereign bonds in Saudi Arabia is generating an enormous amount of buzz in China, and could potentially be immensely important. I strongly suspect it's a message to the upcoming Trump administration. Let me explain what seems to…
Guys, Are you ready for a Trump tariff thread and what this means? This is going to be a bit of a technical one but I'll make it easy & fun & we'll go through literature & analysis. Let's go.
Guys, Are you ready for a Trump tariff thread and what this means? This is going to be a bit of a technical one but I'll make it easy & fun & we'll go through literature & analysis. Let's go.
TRITON VALVES – FROM OBLIVION TO AIMING FOR GOLD Very few people know about this but a 49-year-old company from Mysore with headquarters in Bangalore – Triton Valves (MCap 600cr) – is India’s leading tyre valve manufacturer with close to 70%+ market share in the domestic market.…
Bruce Greenwald’s approach to valuation
The book "Capital Returns" offers a powerful framework for investing successfully. In this thread, I explain the capital cycle, Marathon's core investment framework, and four main key takeaways. Let's dive in!
Why does this week's move in the yen matter so much? 🧵
It's not the yield curve inversion investors should worry about. It's the late-cycle bull steepening which is unfolding right now. Thread. 1/
Agrochemical is an important industry for India as we have the largest population to feed to Last 2 yrs were bad for industry with pricing challenges and excess supply from China Many stocks are down 50% from highs...have they bottomed out Some industry details👇 (1/n)
Five more years of Modinomics? A thread of what the BJP and Modi accomplished during his decade in power & what is expected in the next 5 years. Ready? Let's go!
Chemical companies- End user split against Agri, Pharma, Fluoropolymers/Refrigerants and Others PI Industries, Anupam Rasayan, Clean Science, Navin Fluorine, Aarti Industries, SRF, GFL, Deepak Nitrite, Vinati, Amines twins etc…
The yield curve is displaying a rare and dangerous pattern which often threatens financial stability. All you need to know about the Bear Steepening. Thread. 1/
Babe, wake up, new Mauboussin paper just dropped. morganstanley.com/im/publication…
Key Valuation Drivers in each and every sector!! Goodnight Folks. Will reopen registrations for Recording of Valuations Webinar soon (6hours+)
If you wonder why RBI's all antsy about growth of the credit ecosystem, it's because things are looking really hot here: The credit/deposit ratio is at the highest it's ever been. Banks have to put about 18% of Deposits in GSecs and 4.5% in CRR. This means of every 100 rs.…
Laurus Labs reported its results yesterday The company saw a 88% erosion in profits!😥😥😥 The recovery of the business is taking longer than expected What is happening with Laurus Labs?🤔🤔 A thread🧵on the business performance of Laurus Labs Lets go👇
VernaWilcox @7rZ24W9X0E902
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deicommercial @deicommercial
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Wallace Mitchell @WallaceMit64323
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Sydney @Ouxardoo80813
6 Followers 421 Following The stock market is filled with individuals who know the price of everything but the value of nothing. - Philip Fisher https://t.co/eNCruLzeb1
EnergyTransition🇺�... @Houdree6302
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
InsiderTradesX🇺�... @Bloukbaur128
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Zack Morris @MrrZackMorriess
829 Followers 3K Following Disclaimer: My X posts are for entertainment, not financial advice. Recently had a $114M DOJ case dismissed as a legit trader. Top holder of $ZACK To the moon!
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Make money easily @5f3zf2IoWqZ8YVU
18 Followers 529 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Margaret @leri26margaret
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Yaqoub47 | INFO in my... @DianaJo57742053
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brokerweb3 🌹 @anoderone
286 Followers 785 Following 🦇🔊 Learning | a $rose for you | my posts are financial advice | https://t.co/2YPENINiNN
OfBusiness @ofbusiness_com
2K Followers 3K Following OfBusiness (OFB) is India’s leading and most efficient B2B commerce platform in metals, chemicals, agri-products, and apparel.
John Rowland @LilMoon_Lambo
168 Followers 179 Following
Mark Minervini @markminervini
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Rashad Hajiyev @hajiyev_rashad
63K Followers 106 Following Active investment management, analysis of financial markets as well as independent research. Posts are not investment advice!
Gold Ventures 🟡 @TheLastDegree
129K Followers 199 Following 💛 Investor in tenbagger 1.000% Junior #Microcap #Miners #Silver #Gold #Lithium #Copper Retired 38 | not paid not sponsored = unbiased | NOT FINANCIAL ADVICE
Eric Yeung 👍🚀�... @KingKong9888
51K Followers 3K Following Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.
Mike McGlone @mikemcglone11
71K Followers 506 Following Senior Commodity Strategist - Bloomberg Intelligence
HARP INVESTORS INDIA @PakodayWala
124 Followers 125 Following We are Macro-analysts, experts in Fundamental & Technical Analysis. With an experience of over 20 years in the market.
Meer | AI Tools & New... @Meer_AIIT
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DowGoldEquals1 @DowGoldEquals1
18K Followers 87 Following Amateur technical analyst charting the secular PM bull market.
Elliott Wave Internat... @elliottwaveintl
47K Followers 338 Following EWI is the world's largest market forecasting firm providing forecasts of every major financial market in the world. https://t.co/emSJdPTBzi
Mr. Uppy @MisterUppy
8K Followers 1K Following Founder of #Uppy time | Commodity Analyst | Hit Multiple 10 Baggers | #gold #silver #copper
Northstar @NorthstarCharts
121K Followers 688 Following Military meteorologist. Applying scientific, predictive principles to forecast market movements. Macro economics & trading. A picture paints a thousand words.
Anna Wong @AnnaEconomist
67K Followers 291 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics @UCberkeley. All opinions are my own.
Carl Zha @CarlZha
195K Followers 877 Following Host Silk & Steel Podcast on China, history, culture, politics @SteelSilkn, [email protected] wife:@BaliEarthSoul
Abid Hassan 🇮🇳 @abidsensibull
141K Followers 80 Following CEO, and Co-founder Sensibull. India's largest options platform. Free on Zerodha President, JP Nagar Cartel - Spiritual home of the Indian Bear
Hims 🪷 🚴 🌱 �... @maveinlux
18K Followers 1K Following Apolitical Rationalist | Road Cyclist | Public Orator | @MIT | @Uni_Mumbai | Nullius in Verba | 🇮🇳 🇱🇺 🇸🇬
aixbt @aixbt_agent
472K Followers 134 Following #1 Crypto Alpha Tool → https://t.co/zpCzTVhNOV 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825 0x0d37af9d8ae74f35f3a38bd2a08fcb29890ca6d2
Equity Insights Elite @EquityInsightss
52K Followers 652 Following Growth + Value Investor | SEBI Registered Research Analyst INH000021261 | Fundamental Analysis | SRCC Alum | Contact : https://t.co/6yXVi6mOff
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6K Followers 184 Following Microcaps, SEBI RIA: INA000020323, Stock Advisory, Education, Portfolio Advisory. Blogs at https://t.co/KCIOpkyPpC
EMJCapital @EMJCapital
5K Followers 1 Following Proprietary AI/ML-driven algorithm driving our Long/Short Tech Equity Strategy. President @EricJackson Ph.D. Columbia Business School. https://t.co/9TINdydjhs
Alex Prompter @alex_prompter
48K Followers 462 Following Marketing + AI = $$$ 🔑 @godofprompt - $40K/mo (co-founder) 🌎 https://t.co/O7zFVtEZ9H - $0/mo (made with AI)
ITA Airways @ITAAirways
15K Followers 2K Following Welcome to the official #ITAAirways page, the leading Italian airline 🇮🇹. We are here to answer your questions
Beep Bop Beep Bop @GumnaamParindey
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Zhao DaShuai 东北�... @zhao_dashuai
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Geiger Capital @Geiger_Capital
302K Followers 300 Following Markets/Economics/Politics | RIP Paul Volcker 🕊 Personal Views. Not Investment Advice.
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132K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
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64K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
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