ron insana

I'm MS Now's Senior Business Analyst, author of "The Message of the Markets" on Substack, a public speaker & observer of all things economy and market-related.

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@BfloFanatics Agree with Pete 100% and I was 8 years old when Simpson came to Buffalo and became a hometown hero. His life has been forever altered and the wall should reflect that.

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@TheNFLDrop No way!!!!!!

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@peterbakernyt @AlexWitt Could not agree more. Worked with Alex for decades. As gracious as she was brilliant! It’s been my pleasure to have had the opportunity to sit beside her!

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@DanielBShapiro She doesn’t

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@Timodc I often use obscure mathematical modeling to assess the probability of total extinction. Doesn’t everyone?

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@esglaude Jesus. There simply are no words. I mean there are but …

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@Irina_exh Ditched it twice a week

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@atrupar Yes, using the FBI, CIA, DoJ and senior White House officials to commit and cover up crimes, money laundering and perjury is one big nothing burger.

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@VinnysCorner1 Bill Freehan/Johnny Bench

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@StockSavvyShay @FuturumEquities Take-or-pay commitments were blown to bits in the 1980s natural gas market when prices plunged. It wasn't pretty for pipelines or producers.

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@munster_gene I think tech prices, given the cost of living overall, (even ex-oil) are about to become elastic. People are making hard choices. Average age of a car is 13 years. Credit card, mortgage & student loan delinquencies at records. They may wait on that computer or phone a bit longer.

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@SenSanders His input prices, Senator, are skyrocketing. The very same phenomenon that's driving Micron shares higher, surging prices for computer chips amid a massive shortage, is affecting makers of technology goods and AI hyperscalers. Start with the cause, not with the effect, please.

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@MebFaber Kind of hard to charge 2 and 20 on a football team

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@Acosta Does Washington now assign a pool reporter to the pool?

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@brandonjcarl Take or pay is always vey tricky. Look at the natural gas pipeline deals in the 1980s.

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@munster_gene Gene, are these long-term contracts like the “take-or-pay” deals in the 1980s natural gas pipeline market? When prices fell, the deals left a lot of providers holding the bag.

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@_josephine0_ Me

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@McFaul It would appear Steve and Jared ARE the ambassadors to Russia of the latest internet news is true about joint control of Nordstream.

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@charliebilello And people need to back to the 90s to see why MSTR fell so much in that era. It wasn’t just the .com bust.

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If every company in the AI space makes sure that all the necessary components for AI to work remain in short supply, the stocks will keep going up as prices for scarce chips and power surge. The alternative ... shortage turns to glut and then ... well ...