Ed Zee

[Ed Zee @edzee_]

@DavidSacks Pacing sounds to me like let’s slow down spending in this arms race.

[Ed Zee @edzee_]

@colinwalker79 @Telegraph @zap_map Petrol car owners who use premium grade fuel pay more than average

[Ed Zee @edzee_]

Dont worry about a recession induced bear market until NFP hits 0 or less 3 times. And dont forget to short the market rally induced by the first Fed Funds cut.

[Ed Zee @edzee_]

@biancoresearch Sometimes the market will do what it wants to do regardless

[Ed Zee @edzee_]

@fxevolution Add to that Nasdaq up 30% and you’d surely be called insane.

[Ed Zee @edzee_]

You'd be forgiven if you didn't remember the last time Fitch put USA on negative watch

[Ed Zee @edzee_]

AI knows what to do

[Ed Zee @edzee_]

@AndreasSteno But lots more wood to chop on ISM Services prices paid

[Ed Zee @edzee_]

@wholemars The problem is Tesla gross margin may have peaked for some time. Use these next few years to accumulate shares.

[Ed Zee @edzee_]

@davelee Not only that but the margin cost to achieve just 40% growth.

[Ed Zee @edzee_]

@elonmusk No excuse for not drinking Diet Pepsi

[Ed Zee @edzee_]

@fxevolution What you really need to watch is 1yr CDS and its not made new wides (yet)

[Ed Zee @edzee_]

@SawyerMerritt Awesome looking car in person

[Ed Zee @edzee_]

@MacroAlf Last time mortgage rates were 7% in 1999, would imply a drop to 227k in real terms

[Ed Zee @edzee_]

@ajtourville @LOrealGroupe @elonmusk Suspended like this?

[Ed Zee @edzee_]

@garyblack00 I did the same this past summer ferrying my kids to summer camp and Cornell. $50 for Supercharging for nearly 900 miles of driving.

[Ed Zee @edzee_]

Next BMW subscription option to unlock the boot for large baggage items that wont fit inside the passenger cabin

[Ed Zee @edzee_]

@MacroAlf European corporates with expensive or no access to public bond markets will draw on their bank credit lines which were priced when money was free. Now banks stuck with mispriced risk.

[Ed Zee @edzee_]

@MacroAlf Dont get suckered in by quarter end shenanigans during a week without inflation data. PCE next week.

[Ed Zee @edzee_]

@42macroDDale Apologies if it came across like a pot shot from the cheap seats. I suck at twitter haha.