"Good investing is a peculiar balance between the conviction to follow your ideas and the flexibility to recognize when you have made a mistake." – Michael Steinhardt. A reminder for all in portfolio management: Adapt or perish in ever-changing markets. #InvestmentWisdom
For months, bonds have hinted at 2-3 Fed rate drops ahead. Following the weak Aug 1 jobs report, expect at least three—September's locked in, October's on the table.
Markets have baked this in fully.
Mild CPI triggers a massive buying spree, echoing the knee-jerk chase for…
$Flex
- strategically capitalizing on AI infrastructure growth, notably in data centers, which has led to significant improvements in profitability and cash flow, positioning it well for long-term growth.
- The company's focus on high-value AI data centers, supported by…
China’s Trade Surplus Reaches a Record $1.2 Trillion
A trade surplus occurs when a country exports more goods and services than it imports, in monetary terms.
❗️This is a record figure, reflecting the strength of China’s economy as the world’s largest exporter.
Inflation came in softer than anticipated overall, with core measures running slightly elevated due to persistent pressures in services. However, tariffs appear to have had minimal effect on goods prices.
CPI (July YoY): 2.7% actual vs. 2.8% expected; Core (ex-food and energy):…
$ibkr is another broker along with $hood that is breaking higher
Pros: Interactive Brokers shows robust client growth, with a 32% rise in customer accounts driving revenue and profit expansion. Its global presence and innovations, including expanded crypto access and forecast…
Pros: $hood stands to gain from rising institutional crypto adoption via Bitcoin ETFs, increasing retail engagement and trading. Its compliance focus and diversified revenues offer regulatory resilience. The shift to a global super-app, with international growth, tokenized…
Why China is giving away technology for free?
China is actively integrating into the global open-source community. After the US and India, it has the third-largest number of developers on GitHub.
Huawei, Alibaba, and others are investing in open-source AI models — especially…
TURNING POINT IN THE STRAIT OF HORMUZ TENSIONS
The Strait of Hormuz remains a critical route for global oil trade: around 20 million barrels pass through it daily - about 90% of oil exports from the Persian Gulf. But Iran’s influence over the strait has weakened due to a shift in…
Tariffs as high as 3,403.96% are poised to be slapped on solar cells and panels imported from Southeast Asia but predominantly made in Chinese-owned factories, the U.S. Department of Commerce announced Monday
asia.nikkei.com/Economy/Trade-…
Rising USD signals falling global exports, impacting growth.
After weekend tariff announcements, Trump warned of "pain" on social media. Surging USD suggests declining trade, liquidity, and risk assets.
Tariffs mean less trade. US absorbs global savings, mainly China's surplus.…
DeepSeek’s groundbreaking AI approach—delivering top-tier model performance at a fraction of the usual cost—has rattled the tech sector. Investors are suddenly questioning whether GPU behemoths like Nvidia can sustain their lofty valuations if AI can run efficiently on…
1K Followers 6K FollowingI am retarded, do not follow me. AGW is a liberal scam. Spend the money on cleaning up the planet and rebuilding infrastructure.
19 Followers 571 FollowingMEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
490K Followers 322 FollowingThe independent studio behind award-winning RPGs in the Divinity universe. Baldur's Gate 3 out now with cross-play on PC, PS5 and Xbox Series X|S! BG 3 Rated M.
67K Followers 290 FollowingChief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics @UCberkeley. All opinions are my own.
1.0M Followers 571 FollowingOfficial X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
50K Followers 27 FollowingWe are Dumb Money. 3 friends who turned tens of thousands into tens of millions. 👤 @DaveHanson 👤 @ChrisCamillo 👤 @Jordan_Mclain
129K Followers 400 FollowingProudly sanctioned by the EU for exposing their complicity in a genocide. red=defunct
This channel is used privately by red. founder Hüseyin Dogru @hussedogru
72K Followers 2K FollowingChristian | Global macro research & trading in rates, FX, and equities | Educational primers and dynamic models mapping capital flows(free)⬇️
16K Followers 987 FollowingAlpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry
43K Followers 554 FollowingResearch service with the goal of democratizing finance. Making institutional-quality insights and research available to the public.
58K Followers 2K FollowingFounder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
46K Followers 1K FollowingChief Crypto Analyst, @Realvision |
Built the crypto research product at Bloomberg Intelligence |
Freedom over Fear. Always. #Bitcoin
117K Followers 538 FollowingGlobal research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data