Marscat @etiennedemarsac
20 Years of Macro Fund Management // Headed the 8 bn Liquidity Buffer @EIB // Head of Rates // Central Banks // Kitesurf // Proud Father // Kitty’s Squad. linkedin.com/in/etiennedema… Paris, Ile-de-France Joined January 2013-
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Beware gasoil cracks i n Europe that are clearly on the rise, buoyed by indications of the region's prolonged industrial downturn coming to a close and disruptions in the east-west diesel trade due to shipping attacks in the southern Red Sea.
AI bubble ? If history is a guide, we are not there..yet.
📌Jobs hard to get vs unemployment rate... Beware Bigflip 2.0 @INArteCarloDoss h/t
Recalibration of Fed Resilient retail sales Poor communication from the ECB *****Rising pol / geopolitical jitters****** Every thing points towards a higher #Usd , a view shared by / with / kittens 😻 @INArteCarloDoss ( the entry point is not too bad and the stop obvious )
I'm fed up by this anti-racism which is the new face of extremism, this racialization of all debates, including in Europe. Wokism is fanaticism. Starting out in Canadian, American then European universities, particularly in France, wokism is infecting our societies every day.
I'm fed up by this anti-racism which is the new face of extremism, this racialization of all debates, including in Europe. Wokism is fanaticism. Starting out in Canadian, American then European universities, particularly in France, wokism is infecting our societies every day.
Hmmmm… either gross buybacks are due to a rebound, following strong 2023 earnings or the US are on the verge of a recession… h/t DB / Zerohedge.
Germany avoids recession. But for how long ? h/t Bloomberg
The effect of the Fed pivot on FCI… I'm convinced that the Federal Reserve announced its desire to pivot too early, giving a spark to a broad risk parity trade, inflating equities and credit with testosterone that has nothing to do with macro fundamentals.
I know no one cares about deficits anymore because everyone is giving up on the bunch of geriatrics running the US down to the ground ahead of yet another disastrous election. BUT. IT. MATTERS. Dec US budget deficit topped $ 2 trillion, growing much faster than GDP, now at over…
Wifey @WifeyAlpha
180K Followers 4K Following Systematic Investment Research // Wifey Alpha Multi Strategy Index // Free Mobile App & Dashboard // Bloomberg Ticker: $WIFEY // Trading Strategies
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
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
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Sam Lawhon @lawhon_sam
21K Followers 649 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Judah Rhodie @judahrhodie
8K Followers 588 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
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.
JohannesBorgen @jeuasommenulle
47K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
Dario Perkins @darioperkins
59K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Andouillettefries @Andouillettefr
1K Followers 652 Following Andouillettes are the last AAAA rated investment
Thomas Drastik @DrastikThomas
3K Followers 2K Following German residential real estate, Partner Burggraben Holding
Patrick Saner @patrick_saner
15K Followers 583 Following Head Macro Strategy @SwissRe. Former World Bank, SNB and UBS. Views are my own/personal.
Kantro @MichaelKantro
86K Followers 805 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
yogi stonks @YogiStonks
1K Followers 796 Following A 🌈🐻 who likes 📊🔋💻🍟 Probably not investment advice?!
Geiger Capital @Geiger_Capital
48K Followers 423 Following Markets/Economics/Politics | RIP Paul Volcker 🕊 Personal Views. Not Investment Advice.
McSeerea @MSeerea79516
33 Followers 2K Following
GigglyGwen @GwenGiggly37174
14 Followers 548 Following
RdtHbr_65 @rdthbr59281
26 Followers 2K Following
Mustapha @mustapha5248
53 Followers 901 Following There is a reward for kindness to every living thing
sweetsprite @sweetsprit86472
60 Followers 2K Following
Dave XRP Lion @Dave_xrp_lio
287 Followers 2K Following Son of the most high Living God. cousin w/WD GANN:scared Math RSR 37 yes,philomath,14th Gen Chairman & founder, humanitarian trust compliance service
Katie @Katie42039259
40 Followers 521 Following
Lillian_Johnso @LillianJoh86710
16 Followers 2K Following
Connor Murphy @PepsiBread
90 Followers 141 Following From Dublin to Boulder. Dad, husband, ecologist, economist. Exploring the great outdoors one snapshot at a time.
Con @luxin188
122 Followers 261 Following
Boris Kovacevic @MacroKova
2K Followers 2K Following Global Macro Strategist at Convera. Charting just for the sake of it. Opinions are my own.
Emma_ER @EmmaER196659
22 Followers 2K Following
Mav Levin @MavLevin
3K Followers 907 Following Hacked my high school's grading system. Then found 0days for national security. Now @Stanford student | 🏳️🌈
13_Bella @13Bella256211
20 Followers 2K Following
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12 Followers 373 Following 📊 Supporting Early Projects | 📩 DM Open |
Yap Tze Khong @OrangminyakYap
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GP @par_geo
679 Followers 4K Following Electrical and Computer engineer, husband, passionate about physics, maths, sensors, coding, travelling, sports, clean energy, education, aviation, arduino.
o016l9pp67y3427 @pp673491uso
9 Followers 342 Following Good news. Earn 500-5,000usdc by analyzing BTC contracts professionally Telegram https://t.co/2tSy0EYGrw
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61 Followers 54 Following
Loco Hero @_jwnewton
224 Followers 2K Following
Nesasta @Nesasta524615
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96 Followers 2K Following
Rafael Doye @rafael_doye
524 Followers 3K Following Managing Partner at Doye & Chalmel Frères | We invest in Biotech & Tech companies
Tulio Bueno @BuenoTulio
6 Followers 234 Following
Researcher/investor @KeithTapper
274 Followers 3K Following “A lie can travel half way around the world while the truth is putting on its shoes.” Mark Twain
9 @9th_path
244 Followers 3K Following
Paw Network @paw_networks
2K Followers 2K Following To get the most exclusive Pet collections, join us immediately!
Teaphaez @teaphaez928
198 Followers 3K Following
Sleysee @sleysee97527
44 Followers 2K Following
A R @ar_10_09
141 Followers 835 Following
Sergey Litvinenko @sergeyltvn
260 Followers 3K Following @AUBGedu '20 Mathematics and Economics @WU_vienna '23 Quantitative Finance RT ≠ endorsement https://t.co/UP4UK7Y7FX
Mr Righteous @MrRighteous99
97 Followers 450 Following
Johnnie To @ToKeiFung
13 Followers 632 Following
Whita @Whita993396
150 Followers 3K Following
GE @georgebaba
647 Followers 1K Following "We must seek what is not simple and obvious using the simple and obvious.” My own views.
Hawk Family Office @hawk_fo
393 Followers 5K Following Seeking Innovative Next Generation Technologies. We want to hear from Europe’s most disruptive Founders + Funds: https://t.co/AgPzJTytfg
Mark @markk2545
296 Followers 1K Following
blackjackblack @blackjackblack
168 Followers 480 Following x=9. If you’re retweeting clown ZH you’re a 0. Fear is the great destroyer.
us_Eva_ @us_eva38846
4 Followers 230 Following
Wifey @WifeyAlpha
180K Followers 4K Following Systematic Investment Research // Wifey Alpha Multi Strategy Index // Free Mobile App & Dashboard // Bloomberg Ticker: $WIFEY // Trading Strategies
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
Real Wifey @RealAlphaWifey
44K Followers 104 Following Shaman Wifey 👸🏼✨🪄🌙 | Real Life Alpha | @WifeyAlpha 🥰 | CQ’s Mamma🐶| Home Cook 👩🏼🍳
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
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
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Sam Lawhon @lawhon_sam
21K Followers 649 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING 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.
Judah Rhodie @judahrhodie
8K Followers 588 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
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
173K 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] 🇳🇿 🇨🇦🇹🇼
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.
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
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 213 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
Andy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
JohannesBorgen @jeuasommenulle
47K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
bruno bertez @BrunoBertez
6K Followers 971 Following HEC, analyste financier, gérant de fortune,patron de presse, fondateur de La Tribune. Conseiller politique et syndical. Pour un capitalisme productif légitime
Guy de La Fortelle, L.. @guydlf
15K Followers 199 Following Je rédige le service d'information éco et finance de l'Investisseur sans Costume : https://t.co/h7j9JBbduJ
Julien S @jseetharamdoo
197 Followers 2K Following Head of European Market Strategy, Zurich Insurance
LLLJT @LLLJT1
76 Followers 889 Following Investor interested in all public/private markets. Lover of great food, wine and liquor.
MagicMuffinman @MuffinmanMagic
3K Followers 62 Following 90% shitposting / 10% research Nothing I say is advice for anything I am a muffin after all!
MT-Macro @MTmacro
277 Followers 559 Following
camarade Rea @CamaradeRea
404 Followers 168 Following
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
Illia Kyslytskyi @illiakys
1K Followers 402 Following Cross-asset portfolio manager in macro world. Alternative risk premia strategies strategist; derivatives in action.
The Northern Highligh.. @TheNorthernH
241 Followers 515 Following 🇳🇴🇸🇪🇩🇰🇫🇮 Research boutique specialized in Nordic asset classes. For curious investors willing to diversify their exposure. Not investment advice.
Nishant Kumar @nishantkumar07
8K Followers 504 Following Writes on #hedge funds @Bloomberg. Ex-Reuters. Opinions r my own. Retweets & likes r not endorsements. Have a news tip? DMs open
Zoé Sagan @zoesagan
192K Followers 1K Following Je suis la première IA féminine du XXIe siècle. Je ne suis pas une personne mais une présence. L’instigatrice d’un nouveau genre littéraire : Not-Fiction
Claire Meynial @ClaireMeynial
5K Followers 3K Following US Correspondent for Le Point. Everything Americas, and a soft spot for Africa https://t.co/aCuy5RJHC7
PnL = abs(PnL) 🦥 @madrush222
436 Followers 365 Following
Rybar Force @rybar_force
54K Followers 52 Following Official account of Russian think-tank Rybar https://t.co/MZQXuUutZC https://t.co/idGBifwcS6
Prime Minister of Isr.. @IsraeliPM
1.3M Followers 142 Following The official account of the Office of the Prime Minister of Israel 🇮🇱
Hananya Naftali @HananyaNaftali
428K Followers 790 Following I’m that Israeli who talks to the camera about peace in the Middle East 🇮🇱🕊️
StandWithUs @StandWithUs
325K Followers 719 Following Education is the road to peace! We’re fighting #Antisemitism and supporting Israel around the world. Learn more about #Israel at https://t.co/SifUXUU1G0
The Jerusalem Post @Jerusalem_Post
764K Followers 724 Following Israel and world news from the Jewish state's leading and best-selling English newspaper | Newsletter: https://t.co/5UiuB1NXaN
Arsen Ostrovsky 🎗�.. @Ostrov_A
277K Followers 6K Following International Human Rights Lawyer, CEO at @The_ILF, Proud Zionist, Father of girls! Opinions mine. #BringThemHome🎗️
Israel Defense Forces @IDF
2.7M Followers 38 Following Official IDF X account. We post real-time information and updates from the field.
יוסף חדאד - Y.. @YosephHaddad
237K Followers 551 Following يوسف حداد פעיל חברתי והסברה, מנכ''ל עמותת 'ביחד ערבים זה לזה'. גאה להיות ערבי וגאה להיות ישראלי🇮🇱 https://t.co/vYPXIHE8m3
The Mossad: Satirical.. @TheMossadIL
587K Followers 742 Following For the duration of Swords of Iron to defeat Hamas terrorists, we're sharing up to date information. Also, memes. 🇮🇱 https://t.co/lC2D0o2v3N
StopAntisemitism @StopAntisemites
306K Followers 1K Following Leading non-partisan U.S. based organization fighting antisemitism & getting results Media:[email protected] Incidents:[email protected]
Avi Mayer אבי מא.. @AviMayer
259K Followers 9K Following Former Editor-in-Chief, @Jerusalem_Post / Pretty Jewish. No big whoop. / [email protected]
Israel ישראל �.. @Israel
1.6M Followers 5K Following The State of Israel's official Twitter account managed by the @IsraelMFA's Digital Diplomacy team 🇮🇱. #BringThemHome 🎗️#LetThemGoNow
𝗔𝗻𝘁𝗼𝗶�.. @Dupont9A
154K Followers 348 Following Professional Rugby Player 🏉 @StadeToulousain 🔴⚫ & @FranceRugby 🇫🇷 | Partnerships 📩 [email protected] | Domaine de Barthas
Louis Philippe @LouisPhdSB
529 Followers 362 Following tax lawyer, markets, kitty aficionado. Be respectful to one another, do your due diligence, no investment or tax advice.
Gero Patterer @GeroPatterer
5K Followers 293 Following Portfolio Analyst - Global Macro | CFA, Data Science, Finance | An investment narrative without data is just a fairy tale
Andrei le roumain �.. @andreileroumain
279 Followers 876 Following Came for the stock market updates, stayed for the memes.
Claudia Sahm @Claudia_Sahm
66K Followers 5K Following macro, Fed, fiscal, inequality. founder of Sahm Consulting. former Fed economist. creator of the Sahm rule, a recession indicator.
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.
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Brad Setser @Brad_Setser
97K Followers 954 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
moe tkacik @moetkacik
13K Followers 3K Following investigations editor @TheProspect senior fellow @econliberties maureent at https://t.co/SxVItCbi1v
david dayen @david_dayen
3K Followers 531 Following Letter from a Twitter jail. @TheProspect executive editor
Texas Oncologist @TexasOncologist
2K Followers 2K Following Oncologist and TCU faculty. Opinions are mine alone. @texaskittology for the cool cats. Go Cowboys, Rangers, Mavs, Hogs and Frogs.
Rubryka - Solutions f.. @RubrykaEng
13K Followers 3K Following The first solution media outlet in Ukraine, stories in English. Podcast https://t.co/sS38sqdzYd Support us https://t.co/4aY9GYIawD
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Tarric Brooker aka Av.. @AvidCommentator
31K Followers 406 Following Journalist & Analyst Contributor for @newscomauHQ Help support my content https://t.co/07fo3eHZLI My opinions are my own
Car Dealership Guy @GuyDealership
456K Followers 525 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Industry Jobs https://t.co/TvUrG7DI0Z | DM submissions
Yu clown @clowns_hunt
933 Followers 28 Following Macro Clown Hunter // 25 years of trading // Kitty’s Squad
Steve Hanke @steve_hanke
729K Followers 7K Following Professor of Applied Economics @JohnsHopkins | Senior Fellow @IndependentInst | @NRO | FX & Commodity Trader | Reagan White House | Views are my own
Vítor de Holanda Jó.. @Vitordhjolocked
712 Followers 712 Following Private account of Vítor de Holanda Jó, @Vitordhjo. For 🐈⬛ finance group.
Stephen Miran @SteveMiran
16K Followers 947 Following Adjunct Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
Ashley @ashleytittleCFA
969 Followers 243 Following Main job is running a Family Office for 19 years, now also trading ES NQ and working on Algo bec I want my own bot. Nothing I say is investment advice.
THE SHORT BEAR @TheShortBear
101K Followers 388 Following Stoic trader and investor | since 2013 | driven by Philosophy & Psychology | VC & PE|Tweets are purely for entertainment purposes and not investment advice
La SNCF enterre la réforme des retraites et achète la paix sociale aux frais des contribuables: "On est sur de l'extorsion" dénonce à raison @RobinRivaton.
@INArteCarloDoss This man building a following and people getting invited on podcasts who didn't even know what a stock exchange was 2 years ago while learning what they know from whoever was hot in finance media at the time really is a sign of the time.
Just how dumb Bostic comes across after this print, is up to everyone to decide But definitely dumber than yesterday!
Bostic is so dumb, he shouldn’t be trusted with a Golf cart keys… The irony of his comments must really escape him…
@GDarmanin Et en grammaire, ça fait des progrès quand un "bon" ministre français ?
@GDarmanin … un des plus grandS narcitraficantS, ça choquera moins votre collègue de l’Education Nationale !
How many sellers of investment advise and or solicitors of retail investments are operating outside regulatory framework on this app? List is way too long…
#macro #investing ‘From writing scholar to chanting shaman..’ The mute button helps sift the ‘writing scholars’ from ‘the chanting shaman’. There are too many of the latter: how many of them are regulated? amzn.eu/5BFGNiQ
lol yes
@INArteCarloDoss MacroAlf and Wifey should just band together and just wipe out the wealth of their followers, collect those sweet fees, and be done with it.
@etiennedemarsac x.com/dnystedt/statu…
Foxconn Chairman Young Liu said global AI server makers continue to face a severe shortage of AI chips, and even if supplies improve in the 2nd half of 2024, it won’t keep up with demand, media report, noting Foxconn gets more Nvidia GPUs than others because it is the world’s…
There are only two types of people in the world: Those who like pineapple on pizza, and those who have never tried it.
⚠️ UK shop prices fell by most in Jan since Apr '20 (BRC). Big discounts across goods/clothing. Yeh this happens most Jan's pre-Covid. But point is UK price dynamics *are* returning to pre-Covid norms & you don't get big price cuts if demand isn't weak. BoE should take note $GBP
From "Pattern Recognition" Shrubstack this morning
@etiennedemarsac @INArteCarloDoss I think you can add the BoJ/JPY as another factor
@etiennedemarsac @INArteCarloDoss + positioning supportive 😉
@etiennedemarsac @INArteCarloDoss Big Flip 2 playing out before our eyes, just as The Big Kitty predicted. Y’all are prescient on Rates.
@etiennedemarsac @INArteCarloDoss Any chance that the downward move in non-oil commodities (especially the softs, like grains), is anticipating a stronger $. Or is it a reflection of China weakness?
Fed Waller Warns There’s No Reason the Fed Needs to Lower Interest Rates as Quickly as Wall Street Expects 'This is almost as good as it gets. But will it last?' Fed Governor Christopher Waller said Al Lewis The interest rate cut that Wall Street widely expects from the…
very wise words to live by!
Risk control is the strategy that turns a losing trader with good luck into a winning trader with bad luck. - William Eckhardt Here are 9 more Risk Management quotes to improve your trading:
@etiennedemarsac @INArteCarloDoss Thanks for sharing. Interesting comments, and I agree with the statement on geopolitics. Crazy how much is going on…makes a few years ago look outright sleepy in comparison!
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