QED

RO, Politics, Markets, Biotech. often satirical

[QED @maralgr]

Trump and Bessent surely are making an extraordinary case for
a) every country needs nuclear weapons to deter the US (see how nice he is to everyone in possession of nukes?)
b) no government/central bank can afford holding a large part of their reserves in USD

[QED @maralgr]

He’s short if you didn’t notice before

[LiveSquawk @LiveSquawk]

Trump: The US Will Be Hitting Iran Very Hard Tonight- Truth Social
https://t.co/V11jpHlsjC

[QED @maralgr]

How much of that will come from Scott Bessent?

[Pegasus @PegasusFund]

*ORACLE CORP - IN FISCAL YEAR 2027, ORACLE EXPECTS TO RAISE APPROXIMATELY $40 BLN THROUGH A COMBINATION OF DEBT AND EQUITY FINANCING

*ORACLE CORP - DOES NOT EXPECT TO ISSUE ADDITIONAL DEBT IN CALENDAR YEAR 2026

[QED @maralgr]

@SenWarren Started laughing at “the SEC”. Are you aware it doesn’t exist anymore? It is Wild West for Trump and his cronies… and in the end they all get a pardon anyway

[QED @maralgr]

@RealJimChanos @sunchartist @WSJ Intensifying dumping/price wars is typical in a market with insatiable demand, right? 🙄

[Jukan @jukan05]

Reuters: U.S. officials have visited China multiple times and urged the Chinese side to resolve the InP export controls, but China is still causing delays in export approvals.

As a result, U.S. photonic chip manufacturers that need InP are facing difficulties.

However, China does not appear to be particularly favoring domestic Chinese companies over U.S. companies operating in China. China wants to maintain the bottleneck the U.S. is facing in InP, so most Chinese domestic InP producers are focusing on the domestic market.

Chinese InP manufacturers such as Yunnan Germanium and Guangdong Xiandao are both in talks with Chinese authorities to secure export approvals, but even if approvals are granted, overseas shipments are likely to remain limited.

[QED @maralgr]

@bundeskanzler Phrasendräscherei im Stile der SPD. Sie sind wirklich Merkel 2.0

[QED @maralgr]

@BarakRavid Wait, didn’t you tell us about 59 peace deals? Or were you just the tool to manipulate markets?

[QED @maralgr]

I wonder in which direction the money will flow. I assume there will be a defense like budget to fund the build out, for “national security reasons” you know… absolutely not to keep the party going and bail Trump and his buddies out

[Polymarket @Polymarket]

JUST IN: Trump announces the government will seek equity stakes in top AI companies to make the public “very rich”

[QED @maralgr]

Is this going to change the balance @Big_Orrin?

[First Squawk @FirstSquawk]

OIL RETURNS TO US RESERVE TO START EARLY NEXT YEAR - WRIGHT

[First Squawk @FirstSquawk]

OIL RETURNS TO US RESERVE TO START EARLY NEXT YEAR - WRIGHT

[QED @maralgr]

The beginning of the dovish Fed tilt

[QED @maralgr]

Now that everyone expects gold to go to zero… it might not?

[QED @maralgr]

Peak inflation for the foreseeable future?

[QED @maralgr]

@DeItaone Paying their ransom

[QED @maralgr]

@memyselfandi006 Jup. Even my bread and butter bank is pushing the IPO (they have never promoted an IPO at least in the last 20 years)

[QED @maralgr]

Erinnert mich irgendwie an den Börsengang der Dt. Telekom

[Dr. Eli David @DrEliDavid]

🚨 Breaking: Iran was just given a 2-day ultimatum to reach a deal.

If they fail to do so in 2 days, the consequences are clear: they will have another 2 weeks. Or 2 months.

[QED @maralgr]

AI bail-out incoming. You know… “national security” 🙄

[QED @maralgr]

@KeilaniFatina Ich schätze man wird sich auf Kommissionen und Arbeitskreise einigen die sich dann nach der Sommerpause konstituieren 🙄

[QED @maralgr]

@BradMunchen 100%. Because it will never be competitive with Data centers on earth. But he even might even pull a Trevor Milton and send a “prototype” to Space though.