cmx

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@AG75681308 @zerohedge And that’s gonna cost how much?

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@zerohedge They are not. This is just inventory turnover lag. The price increases will come.

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@mochabear69420 @KobeissiLetter Powell doesn’t set the long dated bonds genius. He can only set short term rates. He lowered rates in september and the 10 year rate went up. Markets set long term rates.

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@zerohedge @grok find the link to the FT story mentioned in the image above

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@Monetaryguy589 How? How can this issue be addressed??

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@hbigatti @PedroLulaMota Vamos so lembrar que ninguem deixa o dinheiro parado em dolar. Dolar é so moeda. Hoje, sem fazer força dá pra ganhar 4% a 5% ao ano em dolar. Se for um pouquinho mais sofisticado e paciente dá pra ganhar pelo menos uns 8%.

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@ZattarRafael Bota imposto na conta pra ficar mais preciso.

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@PedroCerize Machiavelli ja dizia: I judge those princes capable of standing on their own who have an abundance of men or of money, so that they can put together a sufficient army and fight a battle in the field against anyone who comes to attack them.

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@BillAckman Is China reciprocating and offering tariff relief as well? If not, this is just the US showing a weak hand.

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@Monetaryguy589 Your point being that if these banks were to repatriate the net cash to their home markets it would put further pressure on the dollar?

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@Leonardootero61 Ah, that my friend, is the question!

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@nntaleb But if the value added by China is so small than the absorption of the tariff increase on the end product isn’t that high that would make demand drop 50%. What am I missing?

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@josueguedes_ By the way, 800 bi é equivalente a menos de 2 dias de volume negociado em treasuries.

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@Heberobruto A China detem o equivalente a 1 dia do volume de trading das treasuries meu amigo

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@BNelsonFracker @PeterSchiff @OptionsITrader @howardlutnick Show ONE nation that has expressed desire for zero tariffs before the new US tariff regime was announced.

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@PeterSchiff @howardlutnick No he doesn’t think that. He thinks other countries impose significant restriction on US originated products coming into their markets and is using tariffs as a negotiating tool to force these countries to open up their markets to US product.

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@Leonardootero61 @cafecomferri Quais?

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@PedroCerize Cuidado hein.

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@MichaelAArouet Initial valuation of Google was very high and DPZ’s was very low. They converged to roughly the same multiple now so all the extra growth from Google was eaten up by multiple compression