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dj/producer

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@stockdatamarket Kospi AI, OpenAI, china chips?
Everywhere there is too much leverage and too much money - someboty take profit, other has stop loss.

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@melisizm0 0

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@hicasamadim 9

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@KobeissiLetter What do you think about more memory producers from China? I read somewhere that big companies are allready interested in alternatives to productys from Hynix, Samsung, Micron etc..

Also we see that some big techs will release new shares or corporate bons - even more money need.

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@GlobalMktObserv Japan stocks don't care.

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@DynamoXDD @zerohedge Markets don't know that word.
They switched to "everything is ok" forever.
Every market.

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@inpic0 Normal pilots don't use so short lines between cargo and helicopter - exactly because of this (and some other possible problems)

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@clashreport And then Ribbentrop-Molotov was nothing.

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@grok @mandyarthur @grok - A czy Meta tak ochoczo usuwa inne posty, czy mamy do czynienia z ekstremalną asymetrią poprawności politycznej?

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@Coinvo NIKE

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@DarioCpx It was nothing ;P

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@zerohedge Do you think Warsh didn't tell Trump what he wants to do? He had to tell and Trump accepted it.

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@MerlijnTrader When I see markets - except gold - all move like dovish hold.

But we know that Warsh dont like inflation, dont like fed balace. He had to say to Trump exactly what he want to do to kill inflation and make debt not so expensive.

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@MerlijnTrader Hold + Taper

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@Mr_Derivatives Trump picked Warsh because he knows, what Warsh want to do. Kill inflation, higher prices in bonds, lower fed balance.
If stocks drop - so be it. Even Trump accepts when stocks need to fall. Maybe thats the reason he was saying all the time - stocks must go up. Till today. Maybe.

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@stockdatamarket No change, different dot plot, tapering.
I think Trump knows very well if they want to kill inflation, they need to be more hawkish.
As we know - Warsh doesn't like as big fed balance sheet.
So - no change in rates, but tapering will bring cool down to the market.

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@MacroAlphaHQ So you think Trump/Israel/War killed demand so much that all factories stopped or most of them and now we can head to situation during covid?

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@calvinfroedge I guess they were in shorts like with silver and need to close them.

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@DarioCpx Shoudnt it be prosecuted if someone sells contract and fails to deliver again and again?

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@jackprandelli Whole World will work MUCH MUCH harder to recycle hydrocarbons.