Fady Nassif Ghali

Invest in Value, White Sandy Beaches. Deist Ultra.

[Fady Nassif Ghali @Fadyg]

@AAGresearch Yes as simple as that. The exception was Turkey and India did liquidate some chuncks to hedge against higher oil prices and liquidity in US, when prices where already high.

[Fady Nassif Ghali @Fadyg]

@robin_j_brooks Prices will stay elevated due to supply disruption in the foresseble future and the market panic. Oil Cos.will do well. Not sure.if prices will go further up beyond the 100 benchmark.

[Fady Nassif Ghali @Fadyg]

@mAbidou Good point. There are few 2x and 3x leveraged long and short if the main purpose is hedging. Check $soxs as example to hedge / short semis., etc..

[Fady Nassif Ghali @Fadyg]

@business They are fire selling and someone is buying at a discount on the other side of the trade.

[ Q-Cap  @qcapital2020]

This is an excellent interview btw

Nicolai (Norwegian Sovereign Wealth Fund CEO) asks the IBM CEO if AI a bubble

Listen very very carefully to his answer

[Fady Nassif Ghali @Fadyg]

@grok @phuturize @FirstSquawk How many shares listed and what is 50% worth per share

[Vlad Bastion @VladBastion]

10 US megacaps with the highest operating profit margins.

📱 AppLovin 77% $APP
🚬 Altria 76% $MO
💳 Visa 67% $V
🏦 CME Group 66% $CME
🟢 NVIDIA 64% $NVDA
💳 Mastercard 60% $MA
🏨 Marriott 59% $MAR
⛏️ Southern Copper 55% $SCCO
🥇 Newmont 54% $NEM
💾 Micron 48% $MU

The interesting part is how different these businesses are. The list includes payments, tobacco, exchanges, hotels, copper, gold, and memory chips.

[Fady Nassif Ghali @Fadyg]

@steve_hanke They used to talk about Oil Glut just before the war.

[Fady Nassif Ghali @Fadyg]

@steve_hanke Overrated

[Fady Nassif Ghali @Fadyg]

Miners. All miners are price takers. That's the intrinsic issue investing in mining.

[Fady Nassif Ghali @Fadyg]

@papiputs @robin_j_brooks He is not wrong. There will just be no peace deal. But also Trump has said many many times he wants to cut rates.

[Fady Nassif Ghali @Fadyg]

@stevelacey Zamalek os the historic centre. Most locals moved out to suburbs and much bigger houses with backyards. Still a great experience. You should try red sea in winter and Mediterranean North Coast in summer. Can get expensive.

[Fady Nassif Ghali @Fadyg]

@robin_j_brooks The US is exporting at extreme levels. It will be interesting to see if they keep it up at those volumes. Along with Canada. 120 is already too high.

[Fady Nassif Ghali @Fadyg]

@future_ai_focus South Ken or Kensington.

[Fady Nassif Ghali @Fadyg]

There is only one fact in the whole market right now. CBs are diversifying from USD for many reasons, least among them was the frozen Russian and Iranian assets.

[Fady Nassif Ghali @Fadyg]

@NaguibSawiris Iranian regime has been in power since 1979 and it will not change easily. Stupidity and none sense stubborn mentality aside, Israel is also at major fault. It is endless struggle and will not go away away soon.

[Tlye𝓻 🌺 @Ximena_Noir]

The most disturbing part of this interrogation wasn’t the confession…

It was how normal he sounded.

#TrueCrime #Interrogation