@ianbremmer The climb down is in exchange for agreeing it within the MoU- the word “immediately” does a lot of work in this interpretation but in line with trump preferring one deal h/t @ErikSTownsend
@TimTheMM@BlacklionCTA@StevenMandrapa I feel like I'm being baited?
I don't think trading is easy man. Might be simple but it's definitely hard (for me). And I've been doing it professionally for 15 years
@Rory_Johnston blockade would have been confrontational + inappropriate.
Trump got desperate and so wrote Xi a letter and then imposed the blockade.
Thoughts? @Rory_Johnston
Everyone in Finance twitter hates on "Dual y-axes" and "Level vs Differences". What are the *most illuminating* threads for each of these deeply divisive two issues?
@keithbacker@BobEUnlimited I dunno - I think of 07/08 as a good analogy to right now. Things feel fine until there’s another spasm and then things feel fine again. I totally relate to what Bob is saying - under the hood we are in a dumpster fire - one day the hood will get lifted
@briantylercohen@noclador So true! @ianbremmer made an observation: Biden takes a step back in favor of nation (and VP), and Trump last election stepped all over the nation (and his VP!) in order to stay in power himself! Big contrasts, feels certain that Biden will be a McCain hall of famer now
@DsrPrivate The argument that 2s bonds steepends if we go back to pricing more growth is due to term premium expansion from an overeasy FED? Ie Why do we steepen if we move back into a higher inflation world?
@__paleologo@nntaleb made a great point i live by now re endorsements. I discount 100% other authors - only valid endorsements are by practitioners. If you have no practitioner endorsements then dont do any at all. Given you have cred tho, quotes from "quant pm 1" and "2" are good+valid
@TiceRichard@reformparty_uk This is Reform UK. This is Tice. Just an average British person, but he’s a British British Person. Don’t be fooled. Be vigilant.