Steven Duffy @steventduffy
FO Investor, formerly Zweig-DiMenna. Member @WEF. Former U.S.N Asia-Pac. I see what China is doing . “A good man underneath ” -The Economist Tirana-on-Thames Joined December 2021-
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$AMZN AMAZON JUMPS 6.5% AFTER AWS HITS $100B ANNUAL REVENUE RUN RATE
I’m told things were better back then !
Russia is closer to 40 percent .
Military spending as share of total government spending, 2023. 🇷🇺 Russia: 16.1% 🇺🇸 United States: 9.1% 🇨🇳 China: 8.1% 🇫🇷 France: 5.2% 🇮🇳 India: 5% 🇩🇪 Germany: 3.6% 🇬🇧 United Kingdom: 3.1% 🇯🇵 Japan: 2.8% 🇧🇷 Brazil: 2.2% (SIPRI)
TECH: The Financial Times reports that Apple has 'poached dozens of artificial intelligence experts from Google' and created a 'secretive European laboratory in Zurich'
The fact that 40% of the world's chemicals, 90% of the world's rare earth, and 28% of all manufacturing comes out of China bodes ill for US industry. Prepare for scarcity.
The fact that 40% of the world's chemicals, 90% of the world's rare earth, and 28% of all manufacturing comes out of China bodes ill for US industry. Prepare for scarcity.
There is a crisis of meaning and purpose in our post-Christian world. I wonder if the four horsemen of New Atheism who I still so admire would have been quite as keen for tear down religion if they had seen where it would take us in advance? My take on the Atheism Delusion:
Whilst this is a good idea . I don’t believe 🇮🇱 would sell any of their patriots without new orders coming in …
Whilst this is a good idea . I don’t believe 🇮🇱 would sell any of their patriots without new orders coming in …
Justice system 🤢
Russians are poorer today than they were under communism
Of course not . People using other peoples identity too.
Of course not . People using other peoples identity too.
In 2019, UK businesses invested £42bn in skills, roughly the same as they did in 2005, despite a 3.5mn rise in the number of people in work. Across the EU, business investment in training per employee is double that of the UK.
In 2019, UK businesses invested £42bn in skills, roughly the same as they did in 2005, despite a 3.5mn rise in the number of people in work. Across the EU, business investment in training per employee is double that of the UK.
Certain American dual national Tory MPs will have interesting views on this
Certain American dual national Tory MPs will have interesting views on this
Kids found the bloke in the middle scary in primary school .
Being a Build-Nothing Country has real consequences
Being a Build-Nothing Country has real consequences
Whether the dollar value is 300B, 500B or 710B doesn’t change the actual capabilities that the PLA has. It’s just a sort of economic description of approximate military spending , in consistent currency terms. So if more Americans understood the actual conventional military…
Whether the dollar value is 300B, 500B or 710B doesn’t change the actual capabilities that the PLA has. It’s just a sort of economic description of approximate military spending , in consistent currency terms. So if more Americans understood the actual conventional military…
If this translated into on field performance they would have won the Cold War . But still a great achievement .
If this translated into on field performance they would have won the Cold War . But still a great achievement .
But the Biden administration pretends to believe in Beijing’s official figures.
Xi Jinping heads to Europe on a mission to Drive a Wedge between the US and Europe. "Xi’s trip comes as the EU is steadily forging a more unified voice with Washington in opposing China’s capacity for cheap exports and perceived national security risks."…
Harald Malmgren @Halsrethink
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142 Followers 348 Following aristocracy enjoyer,monarchist,enlightment supporter.Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcastJosh 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 endorsementsHarald Malmgren @Halsrethink
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228K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.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 Pettis @michaelxpettis
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155K Followers 7K Following Geopolitical Strategist| Chief Strategic Foreseer | I coined #Dragonbear |#geopolitics |#GlobalSystem | #realpolitik | #foresight | #trends | #risks | #RWRITony Nash @TonyNashNerd
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100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.Kuppy @hkuppy
138K 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.Conks @concodanomics
134K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.Blue Check Balding �.. @BaldingsWorld
65K Followers 1K Following Founder at https://t.co/uE9euoZBo3 and two time winner of Lifetime Achievment awards. Coined the phrase Galaxy Brain and Iowa Caucus Winner for the Davos PartyMarc Cohodes @AlderLaneEggs
174K Followers 680 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"Kris 📿🇨🇦 �.. @ektrit
9K Followers 862 Following There is nothing new under the sun. Staunchly pro-USA. #krisonomics. SHQIPTAR SUPERIOR. Theology. History. Supply Chains. Finance. Rûm Orthodox Christian.Robin Brooks @robin_j_brooks
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4K Followers 769 Following the only guy that can code in the most boring department at the biggest financial institution you’ve never heard of. alt @granular_flawsSam Bidwell @sam_bidwell
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911 Followers 345 Following Staff Scientist @LieberInstitute 🧠 #rstats Temple University #Bioinformatics PSM Alumni 🦉Private Tom @PrivateTom69
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10K Followers 2K Following Chief Evangelist @huggingface. Ex @awscloud @criteo. Author of "Learn Amazon SageMaker" https://t.co/4ItvJJldtj #FreeAssange #SnowdenLighthouseKeeperFella @FellaKeeper
2K Followers 2K Following Irish 🇮🇪, Munster fan https://t.co/upGWOSRCE9Senator Mitt Romney @SenatorRomney
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10K Followers 9K Following With music you can also fight against tyranny.Shaun Pinner @olddog100ua
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3K Followers 1K Following NeurIPS workshop and digital community | 🌐 geometry, algebra, topology + 🤖 deep learning + 🧠 neuroscience | Join us on slack! https://t.co/Run9wPnZt9Bloomberg Economics @economics
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7K Followers 1K Following Professor of Economics, Imperial College Business School. External member, @BankofEngland Monetary Policy Committee. Views own, RTs not endorsements.🔥 Matt Dancho (Bus.. @mdancho84
54K Followers 464 Following On a mission to grow your business data science skills and accelerate your career | Get my free 5-day business for data scientists course 👇$AMZN AMAZON JUMPS 6.5% AFTER AWS HITS $100B ANNUAL REVENUE RUN RATE
1st of May 1941, less than 2 months before the beginning of Barbarossa. Senior German officers attending the parade was Ernst Köstring (born in Russia & fluent in the language) and colonel (later general) Hans Krebs who will commit suicide in the Führerbunker 2 days after Hitler.
May Day parade in Moscow, 1940, featuring guests from russia's ally, the Third Reich
Happy birthday to the late Claude Shannon, whose compression equation is how you’re here right now: bit.ly/1RoxfHu (credit: Gizmodo)
You don’t get a bigger navy and (almost) bigger air force than the reigning superpower without paying for it. It used to be this was regarded as sensationalism - but increasingly the results speak for themselves.
JUST RELEASED: Research from AEI's @MEaglen estimates that China's true military spending is $710.6 billion. This calculation is 3x larger than Beijing's self-reported totals and several billion dollars higher than estimates from the US intelligence community.
Lost my final grandparent today. 90yo who’s had dementia for the last 10. Keep hugging your family everyone. Life and love is finite.
I hope that cluster bombs will be provided to Ukraine as soon as possible. We have surpluses that must be destroyed. I know a way to destroy them, and that is to send them to the people of Ukraine - Congressman Joe Wilson at a hearing in the US House of Representatives. In his…
JPY tourists before the weekend vs now
The fundamental lemma of the calculus of variations is a key result in the field of mathematical analysis. It is a simple but profound statement, and its proof involves a series of steps. How would you prove it? #mathType #NumberTheory #math #mathfacts
The fact that 40% of the world's chemicals, 90% of the world's rare earth, and 28% of all manufacturing comes out of China bodes ill for US industry. Prepare for scarcity.
If large war breaks out in the Pacific what’s your top concern that nobody’s talking about?
Besides losses, Ukrainian attacks against targets within Russia have also forced the Russian military to redeploy some air defense assets within Russia.
Crimea is Ukraine…
Last night several Russian targets in the temporarily occupied peninsula of Crimea have been hit. Most notably the airbases of Dzhankoy and Gvardeyskoye (Simferopol), where over the latter the sky was illuminated by fire on the ground, were again compromised. Russian channels…
There is a crisis of meaning and purpose in our post-Christian world. I wonder if the four horsemen of New Atheism who I still so admire would have been quite as keen for tear down religion if they had seen where it would take us in advance? My take on the Atheism Delusion:
Why would people VOLUNTARILY relocate to Houston? Insane.
Here are the top 15 U.S. cities where the Biden administration flew ~200K illegal aliens between January and August 2023: 1) Miami, Florida: 91,821 2) Ft. Lauderdale, Florida: 60,461 3) New York City, New York: 14,827 4) Houston, Texas: 7,923 5) Orlando, Florida: 6,043 6) Los…
If you're talking to someone about data science & they keep referring to r-squared, just patiently end the conversation. R2 is hugely flawed as a measurement & most people who pepper it in their conversation don't know the difference between a backtest & and an insample. 🤓
don’t care cheap food was good
Does anyone know how many people @RishiSunak killed with his eat out to help the virus out scheme?
1y1m is going into the FOMC tomorrow at the same level as it was going into the Sep 2023 FOMC. In this period, the forward guidance has shifted from: "In determining the extent of additional policy firming that may be appropriate" to "The Committee does not expect it will be…
Is France sending huge funds to Ukrainian defenders? No. As always, major French speeches lead to nothing real.
in Dzhankoy, 4 S-400 batteries were destroyed. Now whatever did it, the S-400s didn't see it coming. The 'whatever' turns out to have been long distance ATACMS. At the same time Russia claims to shoot all of those out of the air. What do the smoking remains tell us?
What I find amazing is that the 'on-paper-performance' of Russia's S-300 and S-400 still dominates internet information pages. But they don't see a range of westerns missiles coming in. They don't 'see' what they are built for and are being destroyed routinely. Strange.