@elonmusk This woman does not know how Venezuelan elections have been manipulated across all these last 25 years… if she had at least any clue she wouldn’t have written those words. She would be sending some troops to bring Maduro down!
@DavidSacks And some just craving those opportunities to really focus on what matters. Zhowing off Gen distract on things that make them look like a work-life balance dude…
@ISABELNET_SA Worth looking the Prices paid subindex showing a strong relief for manufacturers. Which historically doesn’t mean lower consumer prices but at least improved future corporate margins.
New orders contracting further while inventories increasing. + many negative comments! #SPX 🔽
@HenrikZeberg Because they don’t move in one direction only… there’s a bunch of reasons for that…
To your charts… they started getting support from commodity prices. Energy, agriculture, industrials most of them giving up almost all of their YTD gains
@HenrikZeberg They’re stimulating… easing. It’s obvious… one of few countries seeing benign inflation rate. PMI M and NM rebounding from contraction. They’re not coming from a growth perspective
@HenrikZeberg Come on @HenrikZeberg you know it, that pic in a longer time frame looks pretty different. We are on a deflationary MP, consumer sentiment terrible, manufacturing and service surveys show prices sort of peaking, so yes, Lower prices will come down eventually.
@SJosephBurns When I see this I just have to agree with a former profesional trader who states that the new gen of pro traders and these Fintweet gurus are full of bs
@SJosephBurns I see these comment from PMs at funds too. Missing the point that as investors/traders we have to “predict” and make our moves in advance. when you see the 8.7% you CPI number, FEDs BS withdrawing liquidity and fed fund rates rising…it is too late to hedge my dear day trader
@SJosephBurns 2/2 specifically about bitcoin. It was a good “hedge” (in a long/short portfolio, every asset can be a hedge depending on the stage of the business cycle we’re moving TO) when we had inflationary monetary policy. Now we’re on a deflationary MP good for USD (what’s now the hedge)
@SJosephBurns 1/2 I see this over and over again. Twitter (investing/trading) “gurus by # of followers” talking about hedges based on lagging indicators and missing the point of forward looking investing/trading.