Ronak Thakur

Analyst (Views are personal)

[Exotic Astrology @exotikastrology]

Told you, 50% by 2030!
Prepare for Self Employment or perish.

[Ronak Thakur @NotQEjustMMT]

@ankitatIIMA Acha CBDC 😃

[JustDario @DarioCpx]

Fun fact: the last time the FED didn’t hike rates when markets priced over 90% probabilities of a hike was September 2008

[zerohedge @zerohedge]

Here's the thing: Bessent could "buyback" all $40 trillion in US debt with cash from the TGA... he just would need to re-mark gold to $155,000 an ounce

[Mark @Mark4XX]

Chevron CEO Wirth warned in May that oil inventories were nearly gone. A few SPR barrels remained. China stayed on the sidelines.
Today he says the end is reached: commercial stocks drained for 6+ months, strategic reserves largely tapped. Global fuel crisis is here.

[The Educated Moron @EducatedMoron]

Kids: We are profitable

Grown-ups: We are "EBITDA positive"

Legends: We are profitable if you don't count our losses

[Karel Mercx @KarelMercx]

Oman Crude pushes further above $150!

$155.14

This is the only Middle Eastern crude that does not have to pass through either the Strait of Hormuz or Bab el-Mandeb.

That means oil prices in the rest of the world will eventually have to catch up with Oman.

[Ronak Thakur @NotQEjustMMT]

@zerohedge 20Y auction yields higher than 30Y currently traded prices 👀

[zerohedge @zerohedge]

Terrible 20Y Auction Prices With Huge Tail, Lowest Foreign Demand On Record https://t.co/87Re2WWGBj

[ Q-Cap  @qcapital2020]

* 107$ Oil

* 5.00% US 10Y

* S&P500 2.6% from ATH

One of you mf'ers is mispriced

[sandip sabharwal @sandipsabharwal]

Hospitals are the biggest scam
In any other service the customer can walk out any time
However once admitted in a hospital you are trapped

The most Non Transparent sector in services is the Private Hospital Sector.

Regulation is necessary

[The Maverick of Wall Street @TheMaverickWS]

Whoever been shorting oil to manipulate the price lower and score favors with the WH is about to blow up

Crude oil short squeeze

[SKP 🤖 @lambdabeta2025]

‼️Indian refineries might soon start exploding due to sabotage.
@ankitatIIMA @sanjeevsanyal @aravind @HMOIndia @PMOIndia

[Josh Young @JoshYoung]

If you're surprised, you haven't been paying attention

[Barchart @Barchart]

The cost of hiring an oil tanker on the benchmark trade route has soared to $1 million per day for the first time in history 🚨 🚨

[Kreately.in @KreatelyMedia]

USA expert is talking facts

India will teach the world on strategic outcome of wars

🚀🚩

[Luke Gromen @LukeGromen]

Left: 1q16 TBAC showing the plan to term out US Federal debt - WAM (Wtd Avg Maturity) was supposed to be 85 months by 2025.

Right: 3q26 TBAC showing US didn’t increase WAM.

So has every Treasury Sec. since 2016 been stupid… or could they not raise WAM w/o triggering a crisis?

[The Maverick of Wall Street @TheMaverickWS]

The whole "Oh we made AI so powerful, somebody gotta slow us down" is bullishit cover for "We overbought infrastructure, running out of cash and need an excuse to slow down without crashing our inflated valuations"

[James Chanos @RealJimChanos]

“Cost-Adjusted EBITDA”

[Matteo Pellegrini @matteopelleg]

How to kill open source models in 3 simple steps:

- Create panic about frontier models.
- Have the biggest AI companies help write the “safety” rules. ← WE’RE HERE
- Make those rules so burdensome that open source can’t compete.

Art of the deal.