HeliumProxy

Financial trader focused on macro. Ex big houses, now independent. This is not financial advice, views are my own

[HeliumProxy @HeliumProxy]

🇺🇸 Trump hinting at replacing Powell early. And the SLR reforms mean capital requirements for banks go to 3.5-4.5% from 5%.

🇩🇪 Meanwhile German lawmakers back Merz's EUR 46bn tax breaks. And Europe needs to finance a 5% NATO commitment.

US Yields 4.3% vs German Yields 2.5%??

[HeliumProxy @HeliumProxy]

@serxzsz @zerohedge That might say more about AI than about Apple but still, Siri could get an upgrade to put it mildly

[HeliumProxy @HeliumProxy]

@sglittmann @zerohedge You like many are too emotionally engaged

[HeliumProxy @HeliumProxy]

@FT Imagine the strait of hormuz opens and all these tankers get moving. I remember oil futures going negative over covid with full ports 🤔

[HeliumProxy @HeliumProxy]

@donnelly_brent @EpsilonTheory Understood, you buy the dip Sir!

[Not Jerome Powell @alifarhat79]

If Bitcoin breaks $60k it’s going to $0. See chart below

[Elon Musk @elonmusk]

Send the video to everyone you know showing how heinously Nowak was treated by the police in his dying moments and how the police cravenly kowtowed to his murderer.

Legacy mainstream media, same ones who wrote about George Floyd millions of times, are dead silent about Nowak.

[HeliumProxy @HeliumProxy]

@geraldwayne @HormuzLetter He's not strongarming a civilization though but the IRGC - the Satanic regime almost every Persian despises

[HeliumProxy @HeliumProxy]

@Math_files Maybe the undivisibility of the primes and the squaredness of space/time expansion are designed to mock us?

[HeliumProxy @HeliumProxy]

@Math_files As simple as this may be, beating the avg IQ is not a high hurdle of course

[HeliumProxy @HeliumProxy]

@AnthonyGriz @JavierBlas A month ago? More like they said that 3 days ago

[HeliumProxy @HeliumProxy]

@zerohedge Everyone very bullish oil, we all know how that ends

[HeliumProxy @HeliumProxy]

@zerohedge Deal on many issues, just not the enriched uranium

[HeliumProxy @HeliumProxy]

@business Simon = kingboss

[HeliumProxy @HeliumProxy]

@bhalligan Dutch versus Belgian customs 😇

[HeliumProxy @HeliumProxy]

@CuriosityonX In an infinite universe that’s existed for billions of years, the odds that no civilization ever became advanced enough to reach us are near zero.
The silence itself may be evidence that reality is not random but designed.

[HeliumProxy @HeliumProxy]

@Fraser_USA @lloydblankfein Punish success. Reward procrastination. Raise the mediocre. Sable the great. Such is not nature but such is the left

[PawelDSM @PawelDSM]

To był ostatni film jaki widziałem, w którym młody chłopiec nauczył się czegoś od mężczyzny.

W którym kobieta musiała stać się silną postacią, a swoich mocy nie uzyskała za fakt bycia kobietą.

W którym "dobro" musi ZABIĆ zło, zamiast je rozumieć i wykazać się empatią.

W którym bohater nie odpuścił ani na chwilę, cel był jasny, a koszt nie grał roli.

W którym przemoc jest związana nierozerwalnie z instynktem przetrwania.

Nie ma już takiego kina, które inspiruje, skłania do refleksji, daje wzorce i kształtuje mężczyzn. Jest tylko nijakość, ideologiczna breja i spłycanie wszystkiego.

[Dennis Ross @AmbDennisRoss]

The blockade always made more sense than seizing Kharg Island. It stops Iran’s exports, its revenues, is a counterpoint to their closing the Straits. They may attack Gulf oil facilities but it puts greater pressure on Iran. It also puts great pressure on China to pressure Iran.

[HeliumProxy @HeliumProxy]

@BestBallJunkie @CuriosityonX Then it goes 2/3 times 40000km 26.666km/h

[HeliumProxy @HeliumProxy]

@Chartfest1 Talks in Islamabad this weekend will be the major test for JD Vance but also the S&P