Alain Lord Mounir

Owner @alumitecracing Serial Entrepreneur & investor love possibilities & I believe in people!

[Xie Feng 谢锋 @AmbXieFeng]

My warm congratulations to Mr. Trump @realDonaldTrump on his reelection as President of the United States! China looks forward to working with the U.S. side for a stable, sound and sustainable China-U.S. relationship.

[Tim Cook @tim_cook]

Congratulations President Trump on your victory! We look forward to engaging with you and your administration to help make sure the United States continues to lead with and be fueled by ingenuity, innovation, and creativity.

[Marc Benioff @Benioff]

Congratulations to President @realDonaldTrump and his Family on your remarkable achievement. This has now become a time of great promise for our nation, and we look forward to working together to drive American success and prosperity for all. May Gd Bless The United States of America. ❤️🇺🇸 #Leadership #FutureOfAmerica

[Chamath Palihapitiya @chamath]

Let’s keep things simple. We seem to be mean-reverting…

Lots of money printing + lockdowns during the pandemic artificially constrained and inflated so many things in the economy.

That said, the Fed is doing a very good job rn. These rate hikes have had their desired effect of washing out all of this extra liquidity. What’s left is a clearer sense of the natural state of the economy. And it’s actually in decent shape.

But what’s different? The biggest change from the pre-pandemic status quo is QT + the reshoring efforts to decouple from China.

On balance this probably keeps inflation hotter than the counterfactual (more resiliency—>less efficiency—>higher prices) relative to the past few years which probably also keeps rates above their historic average as well.

So what happens to equities? Nothing is a sure thing but the market seems like it wants to rip higher as people revise their baseline expectations to this new reality. Once they do, they will need to start looking for growth again and become less defensive.

Often times, the next direction in the market is that of “max pain” - and that direction, today, would be taking the market higher, catching many funds incorrectly set up.

Remember that most of the gains this year in equities thus far have largely come from a handful of companies. But most funds can’t get paid owning 6/7 companies so they probably have some ‘splaining to do!

So if inflation becomes “baselined” and the Fed stabilizes rates, it seems the next direction is higher.

Should be a fun Q3/Q4…

https://t.co/K9LIH41xd0

[Alain Lord Mounir @AlainLordM]

On Juneteenth, we celebrate freedom achieved, remember freedom denied, and reflect on how far we still have to go to build a more just and equitable world.

[Alain Lord Mounir @AlainLordM]

😂😂

[anand mahindra @anandmahindra]

My wife was wondering who paid for the lunch…@elonmusk

[Alain Lord Mounir @AlainLordM]

The positive engagement between the two economic forces is encourging for the world peace and prosperity.

[Secretary Antony Blinken @SecBlinken]

Continuing important face to face diplomacy in Beijing, I met today with Central Foreign Affairs Office Director Wang Yi for discussions on a range of bilateral and global issues that affect people at home and around the world.

[Alain Lord Mounir @AlainLordM]

@GilbertKays 😂

[Alain Lord Mounir @AlainLordM]

@HaasF1Team Good job Nico !

[Starlink @Starlink]

Starlink is now available in Trinidad and Tobago 🛰️ 🇹🇹 → https://t.co/G1myzWJQ6j

[Alain Lord Mounir @AlainLordM]

This is pretty cool as a toy

[Martha Bueno @BuenoForMiami]

One hour in and I can’t believe my ears. How have we been so blind to the government/pharmaceutical industry?

If you only listen to one, make it this one. @RobertKennedyJr @joerogan
https://t.co/cYSTIbNf70

[China US Focus @ChinaUSFocus]

It will take more than top-level talks for China and the U.S. to find common ground and address important issues, says Ted Carpenter, a Senior Fellow with the Randolph Bourne Institute – the underlying problems must be addressed at a different level.

[Alexandr Wang @alexandr_wang]

kinda surreal

but this is very much a team honor for one of the best teams in ai (✨the @scale_AI team✨)

and the incredible innovation of our customers, who inspire us every day

and the journey is nowhere close to over :) here’s to the next leg!

[David Rosenberg @EconguyRosie]

Only a Liberal-NDP coalition in Canada could think it a good idea to use the gov’t credit card to fund a grocery rebate program. A $40bn deficit & a record-low 5% jobless is another example of utter fiscal insanity. These people can’t even label themselves Keynesians!

[Elon Musk @elonmusk]

Reinstate former President Trump

[Josh Wingrove @josh_wingrove]

The Biden-Xi meeting is still ongoing, at 2 hours 40 minutes, including a planned break, so far.

US’s @JakeSullivan46 had estimated it could last two hours, maybe more, maybe less. (Pic from start.)

[John Legere @JohnLegere]

Hi @elonmusk ,maybe I should run @twitter 🤔You can stop managing daily business, and “content moderation” and then support product/technology, let someone else “run” @Twitter .I’m expensive but so is what you paid for twitter (p.s. please be leadership example of how to tweet🥇)

[Benny Johnson @bennyjohnson]

BREAKING: @KathyGriffin has been permanently suspended from Twitter for impersonating @ElonMusk