Vega

[Vega @insight_21]

@yesssazm 대놓고 리딩방처럼 운영하시는 것 같은데, 종목도 너무 많고 매매 의견도 자주 바뀌어서 전 돈버는데 도움 안되어서 환불 받았습니다. 계속 구독할만한 가치를 느끼시는건가요?

[Vega @insight_21]

@yesssazm 구독 다 해봤는데요 두분 다 돈버는데 도움 안됩니다.

[Vega @insight_21]

“Xi Jinping opened the Chinese Communist Party’s twice-a-decade National Congress on Sunday by pledging to never renounce using force to take control of Taiwan while championing a clampdown on Hong Kong’s pro-democracy movement”

https://t.co/KulCR3n22W

[Sofia Horta e Costa @SofiaHCBBG]

During Xi's second term as president, Chinese stocks plunged more than 50% - the worst returns in the world. Wall Street is expecting his third term will usher in a more benign investing environment, but don't get your hopes up. With @RChoongWilkins
https://t.co/FXjgyT5aFV

[Peter Yang @petergyang]

Google insiders explain why Google launches many products and then abandons them.

Hint: It has to do with chasing promotions. 🤦‍♂️

[Wall Street Mav @WallStreetMav]

Professor Sachs on Bloomberg says US did Nordstream and explains evidence, then gets yanked off the air...

🔊sound 🚨

#NordStreamSabotage #NordStream2 #nordstreampipeline

[Nick Timiraos @NickTimiraos]

NY Fed President John Williams: Monetary policy is working. Financial conditions have tightened. Spending will slow.

Commodities prices are falling. Supply chains are improving. But that won't be enough because underlying inflation is high https://t.co/pe8tHVbiC6

[Vega @insight_21]

One more thing. Only when Fed’s monetary policy is restrictive, leading to Fed funds rate above interest rates, Fed pivot = new bull market. Still, far from that level.

[Kantro @MichaelKantro]

Historically accurate. When not heading into recession, Fed pivot = new bull market. If EPS recession ahead (or housing doesn’t bottom) the pivot rally fades (in equities, but not bonds) and the bear market continues. Looks like we are both in the latter camp. #macro #HOPE

[Carl Quintanilla @carlquintanilla]

GOLDMAN: Our year-end S&P target is 3600, but “if investors price a recession, we expect 2023 EPS would decline by 11% and S&P 500 would fall to 3150.” [Kostin] $SPX

[Vega @insight_21]

가격 오르면 자기가 잘해서. 본인이 트레이딩/투자 귀재인 줄 알다가 자산 가격 떨어지니 파월탓 하는 개인 투자자들. Be humble

[미네르바 @minerva_kr]

자산 가격이 떨어지니 다들 신경이 날카로워진다. 이게 다 파월 탓이다.

[Vega @insight_21]

Surging energy prices are starting to hit people in emerging countries. Jokowi has made a decision to substantially raise subsidized fuel prices. Consequently, there are protests against the fuel price increases in Indonesia.

https://t.co/Lg5Fo9iniY

[Vega @insight_21]

According to the majority of leading academic economists, they believe the fed fund rates of this tightening cycle will peak between 4 percent and 5 percent and the US central bank will hold the rate there beyond 2023.

https://t.co/o7wG3Aj5B2

[Vega @insight_21]

@Londinium_K @not_gonna_tell_ @Alisvolatprop12 이 이야기군요

[Vega @insight_21]

Having a hard time to find clues that EU remains united in future.

Anti-immigrant Sweden Democrats celebrate election gains https://t.co/VHZHceLU0V

[Vega @insight_21]

This is crap. The reason why the dollar is strong is that the us has a money printing machine which absorbs liquidity of other currencies when do rate hikes go into effective.

https://t.co/wKsVpcagPc

[Vega @insight_21]

Earnings estimates have been declining

https://t.co/QTEt40fU3G

[Vega @insight_21]

원문은 여기에
https://t.co/yh2FKeylZ8

[Gummi @gummibear737]

To the Republicans complaining about the billions the US is sending to Ukraine

I’m going to share with a private opinion from a knowledgeable European official I know

Basically, he starts off smiling and saying the US are “absolutely ruthless” with regard to the Ukraine war

1

[Vega @insight_21]

전쟁에서 누가 이기던지 간에 진정한 승자는 미국이다. 미국이 우크라이나에 지원한 것은 대부분 "무기"이며, 이는 "lend-lease" 형태로 제공되어 전쟁이 끝나면 갚아야 한다.

1/9

[Vega @insight_21]

결론은 미국의 실제 비용이 무엇이든 간에, 앞으로 몇 년 동안 거둘 전략적 목표의 성과에 비하면 그 비용은 미미한 수준에 불과하다는 것이다. 궁극적으로 유럽연합은 미국이 혜택을 받는 동안 대부분의 고통을 짊어질 것이다.

9/9