😊 @alwayslearni
#alwayslearning McLean, VA Joined March 2015-
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Caterpillar beats EPS, misses on revenues. CEO: "Our strong balance sheet and ME&T free cash flow allowed us to deploy a record $5.1 billion of cash for share repurchases and dividends in the first quarter" $CAT: -4% PM
South Korea's HD Hyundai Heavy Industries is accelerating its entry into the U.S. Defense Market by signing a MoU with @PhillyShipyard 🇰🇷🤝🇺🇸 navalnews.com/naval-news/202…
Vertiv $VRT continues to be a great story and a core holding. Reported this morning – beat / raise and the stock closed +7% on 60% order growth in Q1 – buyside “bogey” for orders was somewhere ~30%, but as I’ve said, I try not to play the expectations game around quarters.…
Vertiv $VRT continues to be a great story and a core holding. Reported this morning – beat / raise and the stock closed +7% on 60% order growth in Q1 – buyside “bogey” for orders was somewhere ~30%, but as I’ve said, I try not to play the expectations game around quarters.…
The Xi files: how China spies spectator.co.uk/article/the-xi… "The scope and intensity of China’s espionage is overwhelming western defences...And if this is true for the FBI, how much more so must it be for small services such as the Belgian Sûreté, which is facing a tsunami..."
🚢🚉🇷🇺 - Western decoupling from Russia is reshaping global trade/transport routes • Moscow is developing rail transport corridor to India (via Iran) and Arctic Sea shipping route • Routes could cut 30%-50% off transit times vs. Suez Canal and avoid security problems in Red Sea
The disconnect in economic sentiment is with folks without savings, who have seen interest rate payments skyrocket on variable mortgages, car payments, and credit card debt, while cash-rich folks are getting 5%+ risk-free on their money. Tale of two cities… this is why living…
The disconnect in economic sentiment is with folks without savings, who have seen interest rate payments skyrocket on variable mortgages, car payments, and credit card debt, while cash-rich folks are getting 5%+ risk-free on their money. Tale of two cities… this is why living…
Beige book was on to something last October. Powell’s pivot last December was not for naught.
Beige book was on to something last October. Powell’s pivot last December was not for naught.
Well, the Business Dynamics revision is up and turns out that Birth/Death models weren't all that inaccurate (/s). As a reminder, they projected 264K jobs created NSA (roughly 100K jobs per month seasonally adjusted). The actual data was a LOSS of 198K jobs. So the net 500K jobs…
$TSLA yesterday, double miss and stock jumps $META today, double beat and stock plummets...
Chipotle double beat. CEO: "We had another outstanding quarter..." $CMG: +3.5% AH
@tonywestonuk MMT is just another ideological fiction that justifies more debt Same old crap for same old money bags
Imagine buying property in Spain
WTF there is an online course to occupy houses in Spain 🇪🇸 there is even a legal section 😅 to know what to do in case of encounter with the police 🚓 I think I'm going back to Spain 🇪🇸 and pick a nice house to live in 🏠 and stop paying my $300 for my 2 bedroom apartment in…
WTF there is an online course to occupy houses in Spain 🇪🇸 there is even a legal section 😅 to know what to do in case of encounter with the police 🚓 I think I'm going back to Spain 🇪🇸 and pick a nice house to live in 🏠 and stop paying my $300 for my 2 bedroom apartment in…
Trucking Stocks - -- $JBHT crashed after earnings -- $KNX crashed after earnings -- $ODFL crashed after earnings -- $WNC crashed after earnings "March trailer orders fell 7,659 from Feb (-38% m/m) to 12,313 units. Orders down -18% y/y and 25% below avg of last 12m" -- FTRIntel
Just out: Senator Ted Cruz sells up to a half million dollars worth of Goldman Sachs $GS stock. His wife is a Managing Director there.
January apartment construction starts is down 40% YoY. There is still a historic amount of units under construction. Will things get worse, before they get better?
The value add here is that it’s supposed to be cheaper
The value add here is that it’s supposed to be cheaper
Sam Lawhon @lawhon_sam
21K Followers 650 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Darren Sissons @KiwiPMI
7K Followers 2K Following Global Equities: Tech, Options, Developed & Emerging Markets. Kiwi: All Blacks🏉 Blackcaps🏏. Retweets not endorsement. Email: [email protected] 🇳🇿 🇨🇦🇹🇼
Paper Alfa @paper_alfa
10K Followers 1K Following 20+ yrs experience. Macro Investor and Observer. Creator of Paper Alfa - Macro & More. Life-long learner. My views only. No investment advice.
yogi stonks @YogiStonks
1K Followers 796 Following A 🌈🐻 who likes 📊🔋💻🍟 Probably not investment advice?!
Mick @Iron_Mick777
3K Followers 56 Following
EponymouslyAnonymous @EponymouslyAnon
2K Followers 179 Following Scratch pad for ideas/ponderings/musings/opinions on macro/politics/absurdity. Follow along, I'm trying to be useful.🤣🤣🤣 Keep it civil and we all good.
Texas Oncologist @TexasOncologist
3K Followers 2K Following Oncologist and TCU faculty. Opinions are mine alone. @texaskittology for the cool cats. Go Cowboys, Rangers, Mavs, Hogs and Frogs.
Marscat @etiennedemarsac
7K Followers 1K Following 20 Years of Macro Fund Management // Headed the 8 bn Liquidity Buffer @EIB // Head of Rates // Central Banks // Kitesurf // Proud Father // Kitty’s Squad.
Live Monitor @amlivemon
43K Followers 514 Following Political machinations, Geopolitics concerning Europe & transatlantic relations. Often political economics rants. Eurodollar and US foreign policy explainer.
Thomas Drastik @DrastikThomas
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Eric Kapitanski @EricKapitanski
2K Followers 833 Following
Dermore Life Extensio.. @DermoreLEI
9K Followers 2K Following We sell life extension options. First 100 seats priced at $250,000 each (provisional). This is not a financial or insurance product. e/acc commentary optional.
Mattybomb @Mattybomb1
570 Followers 635 Following Work in biotech with background in pharmaceuticals, nutriceuticals and foods. @Mattybomb_1
Arthur @badarthurtrades
801 Followers 1K Following „Specialisation is for insects“ Techie & L/S Equity Options Locked Account: @badarthurkitty
Will DeCotiis @Will_DeCotiis
7K Followers 1K Following CEO & Co-Founder @spectacles_gpt | Founder @decotiis_data | Opinions are my own and DO NOT constitute investment or legal advice | I keep the receipts 🧾
Geiger Capital @Geiger_Capital
48K Followers 423 Following Markets/Economics/Politics | RIP Paul Volcker 🕊 Personal Views. Not Investment Advice.
Diamond Murphy @DiamondMur77964
103 Followers 3K Following
Satti... ساطي @cV3O8vOoZmTIFwA
799 Followers 2K Following A stupid man trying to understand everything. Welcome to join me in my journey.
Sesey @Sesey254831
2 Followers 196 Following
Michael Vukmir @vurmil2
55 Followers 187 Following
Sysheth @Sysheth17588
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Quinn_FL_ @quinn86802
4 Followers 1K Following
nextbigtrade @NeextbiggTrade
1K Followers 3K Following Trading High Potential Stocks Using Stage Analysis Premium Newsletter: https://t.co/M92OOLldSc
nextbigtrade @nextbiggtrad
49 Followers 1K Following Trading High Potential Stocks Using Stage Analysis Premium Newsletter: https://t.co/ADCjpDZ9hq https://t.co/fQ9mHubFQu https://t.co/JiH5QHegOW
Thethet @Thethet229776
0 Followers 146 Following
Isadora_ @Isadora164485
24 Followers 1K Following
divyanshuchavda884 @divyanshuc31604
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mark Joel @Markjoel__
57 Followers 511 Following I made medicine sick , https://t.co/iFrMzRTAZs,ta chart, consultant,meme.$100k trading competition,i help beginners to earn $10k every month , join us
Ali asad @aliassad_
174 Followers 2K Following
wasteland Capital @Ecommerceshare_
86 Followers 1K Following Escaped the Vampire Squid,surviving the wasteland,Investing in bottlecaps, US UK EU & global assets,Also jokes, liking is not endorsing,Do your own DD.
Marko Daljajev @MD3830
105 Followers 2K Following
quadfather. @howcomethough
148 Followers 451 Following
metasgameOfficial @metasgame
2K Followers 8K Following The world's largest bitcoin smart mining platform where users can get the most efficient mining revenue.
Sundeep @kittynostra
667 Followers 714 Following Private Kitty Account for @sundeepsach Not investment advice- My book only - active trader/investor, RE investor, partner in few businesses
Paolo Manzano @PaoloManzano8
75 Followers 156 Following
kittyarctic @kittyarcticsnow
801 Followers 974 Following Private account of @AnishChopra_PMC kitty arctic snowstorm
bobby @general_rlee
44 Followers 400 Following
Jesse Cohen Private �.. @JesseCohenPrv
10K Followers 8K Following l'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @JesseCohenInv
Vince 🧱 @Vince08440165
1K Followers 5K Following
🇨🇦 Professor Gi.. @DrGillLeighton
13K Followers 5K Following FOR truth & democracy, AGAINST discrimination, misogyny, hypocrisy & bullying. Professor, human rights activist & charity director.
#SupplyChain Network .. @SupplyChainNtwk
48K Followers 24K Following Supply Chain Network or #SCN joins #supplychain & #logistics pros to people & info to improve #Freight #Automation #Sustainability #Costs & #Delivery
Anacott Steel @BPGAG
4K Followers 2K Following BPG Behavioral #Collecting #Investing #Sportscards #Baseballcards Squawk Sweep TM C / SSSTMC / GAPF H / “For the Love of #TheHobby” /
peemoldy @peemoldy
463 Followers 2K Following Self appointed Jewish Rabbi who loves Jesus. King David Jew/Jewish Convert for White Nationalist Free Speech! Free Matthew F Hale! Husband of @Shaninblake999
Trevor Green @trevogre
472 Followers 3K Following My spirit animal is me.... living in my Mom's basement. (They/Them) because I’m twice the man of other men.
Elizabeth @Willisfan
255 Followers 708 Following We don’t see things as they are, we see them as we are. - Anais Nin
Keyvan Davani. TheDav.. @keyvandavani
2K Followers 2K Following TheDavaniConnection. https://t.co/KJqqFbKZUi https://t.co/OVeMHJueYx npub15n4g2my68w8xtm99e0e66m53thxftp32pxacrq5zw3mmgqhl87pq5wsrrk e-mail: [email protected]
Taylor woods Amelina @AmelinaWoo81277
84 Followers 992 Following
WE5TONE @ToneWe5
305 Followers 1K Following Musician, collector of videogames from the past https://t.co/G0OIyd6YNG
chateau888kitty @chateau888kitty
797 Followers 1K Following ex equity sales. looking for high implied vola events. No financial advice.
Belgium_6 @6_belgium32931
24 Followers 2K Following
DonnyDraper @burnmash5
400 Followers 5K Following In the Padawon stages of becoming a serious Options Trader. Anything I may post, like, or retweet is not an endorsement or advice. Do your own due diligence.
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Le Shrub🌳🔥🇺�.. @agnostoxxx
103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Sam Lawhon @lawhon_sam
21K Followers 650 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Simon Ree @simon_ree
44K Followers 1K Following 25yr career at Goldman & Citi | Trader | Speaker | Bestselling author of The Tao of Trading | Jeet Kune Do Instructor | Tweets not financial advice
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Darren Sissons @KiwiPMI
7K Followers 2K Following Global Equities: Tech, Options, Developed & Emerging Markets. Kiwi: All Blacks🏉 Blackcaps🏏. Retweets not endorsement. Email: [email protected] 🇳🇿 🇨🇦🇹🇼
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Judah Rhodie @judahrhodie
8K Followers 587 Following Ex-HF CEO, ex-BD/PD CEO now born again Macro trader. FX, 🚢, energy and commods 🇬🇧🇺🇸 Nothing should be construed as investment advice or a cookery channel
Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enthusiast. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
Kitty Miam Miam @MiamKitty
11K Followers 50 Following Twitter’s prominent Food & Wine hedonist collective. Everyone welcome to post and every cuisine should be featured. Home of #kittywineclub 🔥🔥 Anti-frugality
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 895 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Paper Alfa @paper_alfa
10K Followers 1K Following 20+ yrs experience. Macro Investor and Observer. Creator of Paper Alfa - Macro & More. Life-long learner. My views only. No investment advice.
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
yogi stonks @YogiStonks
1K Followers 796 Following A 🌈🐻 who likes 📊🔋💻🍟 Probably not investment advice?!
Naval News @navalnewscom
55K Followers 716 Following https://t.co/Iaie5Fv0uV is updated daily with in-depth features, industry and naval forces news round-ups, event coverage, video reports and more.
Brian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
Agathe Demarais @AgatheDemarais
21K Followers 996 Following Geoeconomics @ecfr • Columnist @ForeignPolicy • Economic fragmentation, de-risking, sanctions • Ex @TheEIU & @DGTresor • Sanctions book Backfire @ColumbiaUP
Oh Come On! @BluthCapital
8K Followers 1K Following "There's always money in the banana stand." - George Bluth Sr, 2003 Tweets ≠ Advice. DoYourOwnDueDiligence
Capital Flows @Globalflows
16K Followers 603 Following Discretionary Alpha Trader / In the information age, you simply need to be at the right place, at the right time, with the right information to succeed / ✞ 📖
Stefan Demetz @stefan_demetz
1K Followers 192 Following Economist - Development Economics - Economic Advisor Expert on Russia Author "The Sovereign Economic Model" https://t.co/DAxHQlM8qc IT|EN|DE|RU|ES|F
Chasing Waterfalls @ChasingWaterfa8
2K Followers 98 Following real estate private equity - generalist
BowTiedMara @BowTiedMara
29K Followers 1K Following Sovereign Individual & resident at https://t.co/Zmrd51TCNV. In Argentina since 2005. Start a Digital Agency at https://t.co/2cuYLMmKEG. 1x1 Consultations: https://t.co/PBqC09PyQt
Raymond Yeh @TheRaymondYeh
332 Followers 675 Following Building blogs for Next.js 14 that doesn't suck! Wisp takes fumbling with MDX, image upload and hosting away so you can focus on shipping! #buildinpublic
Supabase @supabase
108K Followers 75 Following Open Source Firebase alternative. 🌐 https://t.co/kHsst88pKt ⭐️ https://t.co/txGagqnMbK 🎥 https://t.co/6eTjCTHTKc 💬 https://t.co/ikFm89oi6a
Danny Thompson @DThompsonDev
288K Followers 2K Following Software Developer | Brand Ambassador @Appwrite | Pretty good at helping people get jobs in tech! | Book a 1:1 with me! https://t.co/9pEdQaBy3J
SmallCapKing @SmallCapKing2
3K Followers 103 Following Long-time buy-side pro musing about small-cap stocks, markets, and Wall St experience from the inside. Tweets are NOT financial advice. Do your own work.
SuperMacro @super_macro
18K Followers 2K Following Veteran hedge fund PM with 25 years’ experience of trading and macro investment. Ex-Brevan Howard partner and PM for 12 years, former Citigroup MD
Richard Baldwin @BaldwinRE
45K Followers 717 Following Prof of Int’l Econ @IMD_Bschool; Founder & Editor-in-Chief VoxEU; NonRes Fellow PIIE. Books: The Globotics Upheaval 2019, The Great Upheaval 2016. MIT Econ PhD
Bryan Beal 🎧 @bryanrbeal
9K Followers 2K Following Head of Global Field CTO Office @snowflakedb | Founder @vouch_social | Law Enforcement volunteer | PERSONAL ACCOUNT AND VIEWS EXPRESSED ARE MINE ALONE.
Gianclaudio Torlizzi @TCommodity
13K Followers 61 Following Fondatore di T-Commodity. Consigliere del Ministro della Difesa Autore di #MateriaRara. @LUISSSog. CDP Venture Capital.
Carl Spackler @BushwoodCap
688 Followers 1K Following Markets go up over time, but a bunch of other stuff happens in between. I like to talk about that stuff. Subscribe: https://t.co/PRSKSVOKaY
Glinert 🇺🇸 🏭 @StevenGlinert
3K Followers 1K Following Sold my first company, Kinta AI. We built optimization software for manufacturing. Working on the next thing in semiconductor manufacturing.
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
Jason @3PeaksTrading
17K Followers 591 Following Options trader since 2008. I write about trading and options markets for @Optionshawk. Accept the risk and take the trade. 3x Marathon finisher.
Imran Lakha | Options.. @options_insight
20K Followers 865 Following Imran Lakha | 20-Year Professional Options Trader | Macro | Volatility | Crypto | Learn to Trade Options Like a Pro | Free Options Webinar
Ruben Hassid @RubenHssd
12K Followers 354 Following Daily LLMs benchmarks & prompt engineering. Founder at https://t.co/n6tTy5Q7uX (bootstraped)
hrothgar @hrothgar_29
135 Followers 73 Following In the land of the blind, the one-eyed man is king. But it is really the blind man that lies about having two good eyes...and the blind follow more blindly
CREDeals @SFBayAreaCRE
383 Followers 497 Following I think of all the bad things that can happen, so that only good things do.
Form 4 @Form4Alerts
384 Followers 1 Following Giving you a-meow-zing instant information on significant insider trading forms filed at the SEC! If lost, please return to my owner @PetrifyTCG
Yaman Tasdivar @ValueAnalyst1
36K Followers 0 Following
Spencer Barber @spencertbarber
6K Followers 638 Following I have previously developed real estate in Utah, but now I'm developing a project in Costa Rica. Father of 4. Subscribe for weekly project insights 👇
Startup Archive @StartupArchive_
39K Followers 1 Following We curate the top 1% of ideas from the world's best founders. Join 8,000+ others who read the free newsletter 👇
Ryan McBeth @RyanMcbeth
29K Followers 324 Following Intel analyst, software/cyber guy, YouTube, NEWSMAX, AeroMedLab. Army Wpns Co. PSG https://t.co/CXIgVJ2gN4 https://t.co/oL2EJaZlRh
Stażysta Żołądź @MrMireaux
7K Followers 8K Following
FinChat @finchat_io
14K Followers 3 Following The complete investment research platform for global equities, powered by AI.
Marco Castelli @macastel3
19K Followers 2K Following Arbitrage commerce between the rest of the world, Italy and China. Shanghai based. SMB owner.
Chris Hoffmann @STLChrisH
18K Followers 478 Following Home Service CEO committed to purpose-driven, private ownership // Investor @ Deutschmann Lane Holdings // Member @ ypo @ tugboat // Marine Corps Veteran
Johann augustine @JohannAugustine
303 Followers 950 Following Businessman. Historian. Calling a spade a spade
CleanTo2ndLien @CleanTo2ndLien
4K Followers 244 Following RE special sits originator focusing on top 25 MSAs
RecessionALERT @RecessionAlert
5K Followers 141 Following Quantitative models for US & global leading macro-economic data for assessing recession & market risk. Also SP500, GLD & QQQ market timing & probability models.
Mo Ghaoui @moghaoui
5K Followers 1K Following Palestinian pro-peace✌️ After 25 years in tech,countless stories and TV, I switched from bytes to bites. Travelled .. a lot. I speak sarcasm I scrape my socials
Suraya Suryoye @unitedassyria
1K Followers 288 Following Indigenous to Mesopotamia 💙🤍❤️ We speak Jesus Christ’s Language ✝️☦️ AIDF, Donate to help Assyrians in need
Assyrian Policy Insti.. @AssyrianPolicy
5K Followers 560 Following The API campaigns for the rights of Assyrians and brings Assyrian-American voices and perspectives to important discussions nationwide.
Patient Investor @patientinvestt
8K Followers 37 Following Mr Market makes mistakes all the time and I'm here to take advantage of them.
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
telkeppe - ܬܸܠ ܟ�.. @telkeppe
49 Followers 0 Following This account is dedicated to the memory of the village of Tel Keppe - an ancient Chaldean-Assyrian town destroyed by ISIS.
Figure @Figure_robot
71K Followers 1 Following Figure is an AI Robotics company building the world's first commercially viable autonomous humanoid robot.
athra kado @athra_kado
986 Followers 265 Following Syriac Language Teacher / @zowaa_adm Central committee member, Baghdad branch leader.
Commodity Insights Oi.. @SPGCIOil
145K Followers 591 Following Real-time #oilprice news & analysis on #oilmarkets from @SPGCI. Covers global #crudeoil, refined oil, #jetfuel & gasoil. #OOTT
Restructuring__ @Restructuring__
9K Followers 316 Following MF PE Investor sharing my lessons on Public, Private Investing, and Rx - Check out my newsletter! Want to advertise on my newsletter? Click “View More” belowAll you guys need to get busy. Number of births in the US fell by -2% YoY in 2023, driven by birth rate decline among older teenagers and women aged 20-24. Total births fell to 3.59M from 3.67M, putting the nation on trend with -2% decline in 2015-20. blogs.cdc.gov/nchs/2024/04/2…
This here 💯 - while market is trying to second guess Fed hike odds, it’s BoJ that should and might well shock
On $JPY - the problem with intervention is that once the genie is out of the bottle… it’s hard to put it back in. We’re at a stage where MoF/BoJ have no choice but to intervene. The best way would be for BoJ to hike 25bps this week. It’s not about the macro anymore (BoJ…
On $JPY - the problem with intervention is that once the genie is out of the bottle… it’s hard to put it back in. We’re at a stage where MoF/BoJ have no choice but to intervene. The best way would be for BoJ to hike 25bps this week. It’s not about the macro anymore (BoJ…
The Koreans are coming! Which is good because we need all the shipbuilding help we can get.
South Korea's HD Hyundai Heavy Industries is accelerating its entry into the U.S. Defense Market by signing a MoU with @PhillyShipyard 🇰🇷🤝🇺🇸 navalnews.com/naval-news/202…
South Korea's HD Hyundai Heavy Industries is accelerating its entry into the U.S. Defense Market by signing a MoU with @PhillyShipyard 🇰🇷🤝🇺🇸 navalnews.com/naval-news/202…
Vertiv $VRT continues to be a great story and a core holding. Reported this morning – beat / raise and the stock closed +7% on 60% order growth in Q1 – buyside “bogey” for orders was somewhere ~30%, but as I’ve said, I try not to play the expectations game around quarters.…
I own Vertiv $VRT (leader in power / cooling solutions for several end markets, but most importantly, data centers) and will continue to own. I’d imagine the stock continues to run into earnings on 2/21 after strong data center capex commentary from the hyper scalers and robust…
GM I have severe laryngitis. Vocal cords so infected I was having trouble breathing. A day of antibiotics and steroids and I feel worlds better. Thank God for modern medicine. Soft rations and no phone calls today.
Vale’s cash breakeven for iron ore landed in China has now DOUBLED in five years… from $35/t to $70/t👇
Remember that Lenin quote “….they will sell us the rope”……this is it in real life, we provided most of this technology through joint ventures.
The Xi files: how China spies spectator.co.uk/article/the-xi… "The scope and intensity of China’s espionage is overwhelming western defences...And if this is true for the FBI, how much more so must it be for small services such as the Belgian Sûreté, which is facing a tsunami..."
Didn‘t Blackrock and Dalio tell us back in 2021 that Chinese equities are the place to be?
I remember going to Stanford in 2018 and seeing plastic straws in the cafeteria. Sounds like a small thing, but the fact that the students didn’t have time for the straws was a tell. One of the minor saving graces of Stanford— compared to the current insanity on East Coast…
The line for @sama at Stanford today
What did I tell you? All eyes on the Northern Sea Route (Polar Route) between China and Russia and the INSTC between India and Russia. #Velsig #supplychains #geoeconomics 👇
🚢🚉🇷🇺 - Western decoupling from Russia is reshaping global trade/transport routes • Moscow is developing rail transport corridor to India (via Iran) and Arctic Sea shipping route • Routes could cut 30%-50% off transit times vs. Suez Canal and avoid security problems in Red Sea
Don't tell anyone, but this is your golden ticket for the next 20 years.
The disconnect in economic sentiment is with folks without savings, who have seen interest rate payments skyrocket on variable mortgages, car payments, and credit card debt, while cash-rich folks are getting 5%+ risk-free on their money. Tale of two cities… this is why living…
Tomorrow we will receive the first GDP reading for 2024: It also happens to mark the most volatile quarter in over a year with inflation on the rise and geopolitical tensions worsening. Prediction markets currently expect 2.7% GDP growth to be reported, according to @Kalshi.…
@alwayslearni That being said China resorting to making a crap version of the most redundant & oversaturated industrial era product ever in a desperate attempt to pump their decaying economy is tragic.
@alwayslearni TikTok is a spyware just like everything else is spyware the problem is that TikTok is a goldfish app designed for goldfish.
Big ups to @ErikKaiser whose product I used to film the above video And yes we are tiktok experts having sold 4 (!) Brain Flakes jars ever on the platform tiktok.com/@brainflakesto…
It has begun. Gotta watch out Yen movement. At this speed, the positive correlation between bond and equities will be back soon. Everything is fine until it's not.
There is only one reason why $META is going down. All gaps must be closed. Let it guide you next time.
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