Eduardo Bustamante

That classical and demonized male

[Eduardo Bustamante @__EdDy__]

@CarlosLoret @latinus_us

[Tyler Neville @Tyler_Neville_]

Warsh wants price stability but the market is calling his bluff! We just tipped into a deflationary backdrop.

The ratio at the bottom of the chart below shows real rates skyrocketing on the FOMC release today. (Nominal Rates vs. Breakeven Inflation).

Nominal rates are rising as inflation is falling.

If this keeps going higher, financial markets will crash pretty hard as liquidity gets sucked out of the system.

Warsh even said policy is restrictive for housing, so he does not want this outcome.

The Fed is now behind on Easing, there is zero chance they tighten here.

The dollar breaking out could unwind the carry trade too.

They'll have to reverse course hard.

@Globalflows @jaymesrosenthal @crossbordercap

[Eduardo Bustamante @__EdDy__]

@keithedwards Cheap green enery lol

[Tyler Neville @Tyler_Neville_]

This is actually hilarious in hindsight how every giant asset manager tried to hoodwink us that they cared about ESG, but it was really just a ploy to centralize more.

Thank god that is meeting its demise (On a globalist/institutional basis).

[Eduardo Bustamante @__EdDy__]

@DeepIceValue Markets are irrational and yes, valuations are kind of expensive, but as long as AI stills the main topic in the media + FED's easing cycle, you shoud be diversified in semis, may be not $NVDA but $INTC backed by the government, $MU, $ASML, $QCOM, $AMD, $AVGO, $MRVL and $ARM

[Lin @Speculator_io]

A List of Nuclear Stocks:

Small Modular & Micro Reactors
$OKLO Oklo
$SMR NuScale
$NNE NANO Nuclear
$GEV GE Vernova
$RYCEF Rolls-Royce
$BWXT BWX Technologies

Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes

Nuclear Fuel Technology
$LTBR Lightbridge

Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$FLR Fluor
$BEPC Brookfield Renewables
$BWXT BWX Technologies
$GEV GE Vernova
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group

Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$URG Ur-Energy
$EU enCore Energy
$EFR Energy Fuels (CN)

Developers
$UUUU Energy Fuels
$NXE NextGen Energy
$LITM Snow Lake
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)

Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF
$NUKZ Nuclear Renaissance ETF

[Chumel Torres @ChumelTorres]

Le disparan en plena discusión pública a Charlie Kirk.
Puto animales de mierda.

Verga todo.

[The White House @WhiteHouse]

"The Great, and even Legendary, Charlie Kirk, is dead. No one understood or had the Heart of the Youth in the United States of America better than Charlie. He was loved and admired by ALL, especially me, and now, he is no longer with us. Melania and my Sympathies go out to his beautiful wife Erika, and family. Charlie, we love you!" - President Donald J. Trump

[Eduardo Bustamante @__EdDy__]

@0xRemington With Core CPI and PPI last prints? Even with yesterday's FED minutes release saying the inflation is a greater risk than the labor market slow down? Good luck with that call

[The White House @WhiteHouse]

WOKE = BROKE

[Wall Street Mav @WallStreetMav]

👏👏

[Eduardo Bustamante @__EdDy__]

@jesus_servin @enkoll_ Ojalá aplicará también para las minorías LGBT y feministas

[Eduardo Bustamante @__EdDy__]

@LuisGonzali El primer “magnífico” en morir

[Rhevolver @Rhevolver]

El CEO de Google llegando hoy a la oficina

[Eduardo Bustamante @__EdDy__]

@DanielNoboaOk ª

[The Kobeissi Letter @KobeissiLetter]

Did DeepSeek illegally buy Nvidia's chips?

Since DeepSeek was founded, Nvidia's sales to Singapore are up a WHOPPING +740%.

The US is now PROBING if DeepSeek bought Nvidia's GPUs through third parties in Singapore.

This will have MASSIVE implications.

(a thread)

[Western Lensman @WesternLensman]

🚨Trump tells Davos that DEI is abolished, and meritocracy is back in the US govt:

"My administration has taken action to abolish all discriminatory diversity, equity and inclusion nonsense."

"America will once again become a merit-based country."

It is “official policy of the United States that there are only two genders, male and female."

[Eduardo Bustamante @__EdDy__]

@yuriymatso Chart Crime! That drop-down back in 2018 was driven by the start of Fed's hiking cycle. A rate hike is unlikely with the current economic landscape.

[Gunther Eagleman™ @GuntherEagleman]

🚨Ladies and Gentlemen, the next Attorney General of the United States, @mattgaetz

🎤 drop