Théo_Following

La meilleure formation est celle qu’on ne paye pas

[Théo_Following @Theo_Following]

Sur le conseil de @SfyzerTF, j'ai regroupé tous mes threads sur un... thread

Plus de lisibilité, plus d'accessibilité... L'objectif sera d'allonger encore et encore cette liste, week end après week end😃

Pour ceux que vous allez loupé, bonne lecture :)

"Ma carte de visite"
⬇️

[Théo_Following @Theo_Following]

@ABoumaye94 @Papiiss_ @92bnzz @Caisse_Epargne Bah s’il y a des frais de rejet, c’est qu’il y a des rejets et donc pas l’argent sur le compte, si?

[Clash Report @clashreport]

Trump on Taiwan:

When you look at the odds, China is a very, very powerful, big country. That’s a very small island.

Think of it; it’s 59 miles away. We’re 9,500 miles away. That’s a little bit of a difficult problem.

If you look at the history, Taiwan was developed because we had presidents that didn’t know what the hell they were doing. They stole our chip industry.

[*Walter Bloomberg @DeItaone]

Saudi Arabia, Kuwait Reverse Decision to Block U.S. Military Access to Their Bases, U.S., Saudi, Kuwaiti Officials Say -- WSJ

U.S. Looking to Restart 'Project Freedom' to Unblock Strait of Hormuz, according to the U.S. Officials -- WSJ

[*Walter Bloomberg @DeItaone]

TRUMP: IRAN WANTS TO MAKE A DEAL

[Théo_Following @Theo_Following]

@BulletBear13 Il en est où de ses remboursements de tariffs d’ailleurs Trumpette?

[*Walter Bloomberg @DeItaone]

IRAN'S IRNA: IRAN REJECTED TAKING PART IN THE SECOND ROUND OF THE TALKS WITH THE U.S.

[Vali Nasr @vali_nasr]

Araghchi’s tweet reflected an understanding in Tehran, likely based on what they heard from Pakistan, that if they took a positive step by opening Strait of Hormuz, US would reciprocate by lifting the blockade. But Trump kept the blockade in place, and through his many tweets, suggested that Iran was surrendering on the nuclear issue.

This has only fed Iran’s suspicions about Trump and that Islamabad like Geneva is a diplomatic ruse before another military attack. The door to diplomacy is not closed, but it has now become considerably more difficult. Deliberately or not, Trump has undermined diplomacy and raised likelihood of more war.

[*Walter Bloomberg @DeItaone]

TRUMP SAYS HE BELIEVES HE CAN GET A DEAL WITH IRAN BY MONDAY, IRAN NEGOTIATING NOW -FOX NEWS INTERVIEW

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Iran has 48 hours to open the Strait of Hormuz or "all hell will reign down on Iran."

"Remember when I gave Iran ten days to make a deal... time is running out," Trump says.

[Adam Cochran (adamscochran.eth) @adamscochran]

5 minutes before Trump’s announcement:

* $1.5B notional worth of S&P500 (ES) futures are bought in a single clip.

* $192M notional of oil futures (CL) sold.

More than 4x-6x any other trade size during the market close.

Insiders profited from his lies in broad daylight!

[Théo_Following @Theo_Following]

Taco incoming

[The Kobeissi Letter @KobeissiLetter]

At the current pace, US mortgage rates will be back above 7% in a matter of days.

The bond market is out of control.

This is a MUCH bigger problem than oil.

[Théo_Following @Theo_Following]

@BulletBear13 1.5% net d’impôts vs 3.04% à flat tax à 31.4% + frais de passage d’ordre à l’achat (pas énorme mais tout de même) et moins de liquidité.

Pas fan d’opposer les deux !

[The Kobeissi Letter @KobeissiLetter]

President Trump over the last 36 hours:

Friday, 3:40 PM ET: "I don't want to do a ceasefire with Iran."

Friday, 5:15 PM ET: The US is "considering winding down" the war with Iran.

Today, 2:00 PM ET: Axios reports Trump is planning "peace talks."

Now: "If Iran doesn’t open the Strait of Hormuz within 48 hours the US will obliterate Iran's power plants."

What's happening behind the scenes?

[Olivier Redoules @od2ole]

Derrière l'atonie de la consommation et le taux d'épargne élevé, il y a l'épargne élevée des retraités.

Celle-ci s'explique par leur niveau de vie relativement élevé : ils reçoivent beaucoup du système de retraite, bien davantage que ce qui est nécessaire pour leur consommation, et épargnent le surplus.

Dans ce graphe du dernier document du COR, on voit la corrélation niveau de vie relatif /taux d'épargne des seniors parmi les grands pays européens.

Et la France avec l'Espagne sont en haut pour les deux variables.

On a donc un système où l'Etat s'endette pour accroître le patrimoine des retraités, et donc celui de leurs futurs héritiers. Et où la dépense sociale a peu de traction sur l'activité économique car largement épargnée. Pas étonnant que 3% du PIB de déficit primaire se conduise qu'à un taux de croissance de la demande très faible.

[Théo_Following @Theo_Following]

Vusion - $vu

La news devrait rassurer, Vusion va équiper tous les hyper et super de Carrefour en France

Cela représente 325 hyper et 1170 supermarchés, beau contrat qui devrait rassurer sur l’attractivité post Walmart

[Actusnews Wire @Actusnewswire]

$VU #Vusion : Carrefour et Vusion s'allient pour déployer le magasin intelligent à grande échelle https://t.co/Kvan7Pmde6

[Théo_Following @Theo_Following]

@vonEverecO Quelle affaire quand même…

[Théo_Following @Theo_Following]

@DrTilt2 Osef tant qu’il y a du cash flow

[Théo_Following @Theo_Following]

In paypal 41.58
In the trade desk 26.69
In atlassian 101.27
In fiserv 58.36

[Théo_Following @Theo_Following]

Tacoooo

[*Walter Bloomberg @DeItaone]

🚨 TRUMP: BASED UPON THIS UNDERSTANDING, I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST

TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND

[Théo_Following @Theo_Following]

@BulletBear13 Source de l’info : vu sur Tiktok 😂