“The thing I have noticed is when the anecdotes and the data disagree, the anecdotes are usually right. There's something wrong with the way you are measuring it.”
-Jeff Bezos

@tapairportugal been waiting 4 months now for refund (in original form of payment) following flight cancellation on TAPs end. Refund department has yet to release funds despite calling into customer service over 8 times. Shambolic service. Please give our money back.
Uranium security of supply cycle thread🧵
With the #uranium contracting cycle gaining traction and on course for replacement rate contracting this year, another major driver for uranium demand will be the growing 'security of supply' theme. It is poised to have a big impact 🐂⤵️
The Fed committed a massive policy mistake by not pushing against market pricing cuts that started in q4 2022. While they used all sorts of spurious bullshit to dance around their « transitory » disastrous fallacy, they now are the only possible recipient of blame.
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Fed is pissed that employment rates remain high, as they want to crush demand. This is a flawed model if you look in depth at employment rates, more people are having to work 2 or more part-time jobs, labor force participation rates keep declining..these "models" need an overhaul
My friends, I am going to walk you down memory lane in 2001 because as I wrote earlier today and over many months:
Bears are a process, one that takes time, and will drive you crazy without context and some distance.
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