Moorish Sachs

a-politique❌🥁🎺🎷🪈no wishful thinking no AI using

[Moorish Sachs @MoorishSachs]

https://t.co/WfgiGVFsdv

[Moorish Sachs @MoorishSachs]

@MENAUnleashed analysis full of clichés, imprecise, and propagandistic. criticize, but accurately

[Moorish Sachs @MoorishSachs]

@chahid_soufiane songer d’abord à suggérer l’interrogation par le parlement du gouvernement dont la plupart de ministres siègent au conseil d’administration de OCP S.A . s’agissant d’une SA, c’est bien le conseil d’administration qui est responsable de la gestion. voir la composition du CA 😉

[Moorish Sachs @MoorishSachs]

PROBABLY THE BIGGEST MYSTERY IN MARKETS RIGHT NOW

[The Macro Paper @macropaperr]

THIS IS PROBABLY THE BIGGEST MYSTERY IN MARKETS RIGHT NOW.

US long-term yields are hitting multi-decade highs.
Oil is at $100.
DXY is climbing back up.

And yet VIX is at the yearly low, indicating there's absolutely no fear in the market.

Either the investors think all these bad things are temporary, or they are about to experience the biggest shock in years.

[Moorish Sachs @MoorishSachs]

@alexaubl 45% c’est le gaz butane la bonbonne de gaz les carburants c’est 25% et 30% plus le b to b

[Moorish Sachs @MoorishSachs]

Top economist warns that the AI math doesn’t make sense: ‘Profits are currently being funded by investors rather than earned from customers’ https://t.co/rRGfjz62bC

[Moorish Sachs @MoorishSachs]

Margin debt as a % of GDP is at unprecedented levels

[CNBC @CNBC]

JPMorgan Chief Executive Officer Jamie Dimon has warned that leverage across financial markets remained elevated, adding that investors should be mindful that hidden borrowing could amplify market disruptions.

“Margin debt is the highest it has ever been,” he said in an interview with CNBC’s Leslie Picker.

To read more about his interview, click more: https://t.co/VC30hIxH35

[Moorish Sachs @MoorishSachs]

@chahid_soufiane R&D faite en Chine, équipements de l’usine importés de Chine, processus de production automatisé à 70% ( peu d’emplois), services à l’exploitation rémunéré aux chinois ..…. Que resterait il localement comme valeur ajoutée ?
ce voyage fait, s’assoir et faire le calcul.

[Moorish Sachs @MoorishSachs]

@Kennyroyco Ce capitalisme, commerçant et foncier, date de la nuit des temps, dure depuis des siècles et a produit ce qu’il a produit dans le passé et ne produira pas mieux aujourd’hui ou demain. Il vaudrait mieux pour tous, y compris les intéressés eux-memes, de le réformer de le changer

[Bull Theory @BullTheoryio]

The Argentine peso has lost 99.66% of its value against the dollar since 2013.

$10,000 in 2013 pesos is worth $34 today.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: More than 1.2 million leveraged retail trading accounts in South Korea triggered margin calls as ​of July 13th, with an estimated 320,000–360,000 accounts fully liquidated, per Goldman Sachs.

This means around 3.4% of the adult ⁠population in South Korea has received margin calls.

The KOSPI is currently down another ~18% since July 13th.

We believe that the total number of fully liquidated accounts is now above 500,000.

[Moorish Sachs @MoorishSachs]

https://t.co/e4pCDGEGHA

[Moorish Sachs @MoorishSachs]

@geoffdporter @DFCgov @DFC_CEO You are a professor أستاذ. Instead of your vague, sweeping generalizations, provide comparative technical, economic, and financial data for the two projects, one of which you seem to have chosen over the other without rational consideration.

[Moorish Sachs @MoorishSachs]

https://t.co/TCnDg8frqd

[Bloomberg @business]

Hedge funds’ most popular trade in the US bond market is showing signs of maxing out https://t.co/P7NHkYCcmZ

[Moorish Sachs @MoorishSachs]

Yen slides past 163, raising intervention alert | Reuters https://t.co/E7aVsM2epd

[Moorish Sachs @MoorishSachs]

https://t.co/4ULws2pDrv

[Luis Garicano 🇪🇺🇺🇦 @lugaricano]

Feliz de que España sea campeona del mundo desde anoche. También campeona de Europa, campeona del mundo femenina y sub-19 de Europa en las dos categorías. La razón: buenos incentivos y buena selección del talento.

Para el fútbol (y el tenis) aceptamos competencia dura, desigualdad salarial, cultura del esfuerzo de hijos y padres desde la infancia, mercados de trabajo muy flexibles y dinámicos y hasta creamos una ley fiscal para atraer talento: la ley Beckham. Para la escuela, la ciencia y la empresa exigimos lo contrario. El último Nobel de ciencia por trabajo hecho en España es de 1906. ¿Por qué no aplicamos la receta del fútbol a todo lo demás?

[Barchart @Barchart]

Hyperscaler Free Cash flow will turn negative by next year 🚨 🚨