Fedbull

15yrs in financial markets, golfer, pjpp community member

[Fedbull @FedBullEth]

Dollar savior?

[Fedbull @FedBullEth]

Super Kevin

[Fedbull @FedBullEth]

Thank you for outlining the ultimate truth

[Golf Digest @GolfDigest]

Scottie Scheffler just gave one of the best (and deepest) press conference answers ever heard.

[Golf Digest @GolfDigest]

Scottie Scheffler just gave one of the best (and deepest) press conference answers ever heard.

[Fedbull @FedBullEth]

@DPWTQSchool When will the 2025 schedule be announced?

[Fedbull @FedBullEth]

Peace talks are set to start in Saudi Arabia today between US and Russian representatives.

[Fedbull @FedBullEth]

"there are days when decades happen"

Thread of snippets from Jim Reid of Deutsche Bank

[Fedbull @FedBullEth]

France’s minister for European affairs said that joint Eurobonds were something that should be considered, whilst Germany’s foreign minister has said on defence that “We will launch a large package that has never been seen in this dimension before”

[Fedbull @FedBullEth]

Why are EU leaders fuming? Losing Ego?
They started it, let them end it.
You mind your business and think about how to invest for growth

[Robin Brooks @robin_j_brooks]

Many Euro zone economists are hopelessly biased in their coverage: more debt is good, industrial policy is great, etc. So it is also with Spain. Spain's strong GDP growth is largely about immigration. It is stagnating in per capita growth terms. Just like the rest of Europe...

[Marc Andreessen 🇺🇸 @pmarca]

Deepseek R1 is AI's Sputnik moment.

[Fedbull @FedBullEth]

@Convertbond the disrupters can be disrupted

[Fedbull @FedBullEth]

@MoAbri Crypto is following the Tech selloff (Nvidia futures -10%, ASML shares -10%) as Chinese startup Deepseek shows the world that good AI apps can be developed with cheaper chips, blindsiding the Tech giants and their humongous investments. Deepseek invested only 5.6m$

[Fedbull @FedBullEth]

What a relief trading day yesterday!! Although it wasn’t a great inflation report, it triggered a massive bond rally, 10yr Treasury yield, its biggest decline since August. Stocks did great too, S&P posted its strongest daily performance since election day and EUStoxx since Sept

[Fedbull @FedBullEth]

Following better results from Richemont, #luxury #stocks boom!

[Fedbull @FedBullEth]

Lower UK #inflation purred a soft rally in markets this morning. Now, US inflation print is lower than expected (Core #Cpi came out respectively at 0.2% mom and 3.2% yoy), dollar weaker, bonds and stocks poop higher (small caps +3%). Disinflation is firmly in place.

[Fedbull @FedBullEth]

@FabioBossi76 a mega debate, these are key topics to think about:
https://t.co/1C575fRFCP

[Fedbull @FedBullEth]

Some US Treasury bonds are already yielding 5% (20 and 30 years maturities) 😮
This hurts stock, but is it an opportunity for bon investors?

[Fedbull @FedBullEth]

@NorthstarCharts Globalization, digitalization and aging populations in advanced economies have been strong disinflationary forces. Tech / AI will boost productivity, also, structurally higher inflation will not be liked by politicians, nor central bankers.

[Fedbull @FedBullEth]

@FabioBossi76 We may be toppish on bond yields. The risk reward-looks compelling now, unless you believe that we enter a highly inflationary backdrop, i doubt. Long duration bonds can be volatile, so short term headlines on tariffs could hurt, but for long term savers it could be attractive