Palantir $PLTR CEO Alex Karp said today on CNBC:
"The reason tokens are discounted is not so they can grow the market. They're discounted so that they can get access to your IP so that their models get better.”
@jimcramer@palantir@alex The exact moment Alex Karp realized the biggest threat to Palantir wasn’t competition, regulation, or valuation. It was Jim Cramer being bullish
Straits Taylor Rule:
i = r* + π* + 1.5(π−π*) + 0.5(y−y*) + α(SOH−SOH*) + β(BEM−BEM*), α,β > 0
Let’s see if a hike could open SOH or produce a single barrel :)
You can’t 25bp a chokepoint and r* isn’t neutral. It’s SOH risk premium, and We set it.
Stay unanchored !
Everyone says the market will be bullish on a 0.25 rate hike, the theory says market is also well aware that Hikes will have to come at some point to tackle inflation. No hike today increases the probability of a more significant hike in the future. and of course The market does not like uncertainty.
@unusual_whales The wildest part isn’t robots replacing workers. It’s robots building factories that build more robots.
Once that loop closes, labor, construction and manufacturing costs could collapse. It sounds like utopia, until you remember our economy is built around HUMAN labor.
@TheValueTrade The underdog here is JD, i consider it a hedge against the US market and if a market weakness ahead of us, i think we will see it 100% ~ 125% from current prices.