recovering macroeconomist

I tweet and retweet about Geopolitics, China/US, and the global energy transition.

[Joe Weisenthal @TheStalwart]

Lol literally Jensen's there right now

[Craig Shapiro @ces921]

When I first read this headline, I thought it said that Israel should hold off a few days to allow the SpaceX IPO to get done

[Giovanni Staunovo🛢 @staunovo]

#India Hikes LPG Prices Again as Iran War Deepens Refinery Losses #oott https://t.co/h1FccTyam3

[James Chanos @RealJimChanos]

This isn’t even remotely true. $AMZN went public in 1997 at a $450M valuation, or 3x revenues. $GOOGL went public in 2004 at a $23B valuation and at 7x revenues. $META had a $104B valuation in 2012 at 20x revenues(and immediately sold off almost 50%). SpaceX dwarfs these numbers.

[Giovanni Staunovo🛢 @staunovo]

Embraer sees airlines delaying decisions on plane purchase options due to Iran war https://t.co/RuQr32k2Zv

[Asia Lithium News @AsiaN6809]

Market News: Chile's Lithium Carbonate Exports Fell 35.2% MoM in May 2026

[Adam Tooze @adam_tooze]

According to World Government Bonds, right now, Morocco’s ten-year bond yield is lower than that of the United States! More featured on today's Chartbook Top Links in the comment below.

[The Straits Times @straits_times]

Latest escalation complicates efforts to end US-Iran war https://t.co/yFBf375Iwu

[Giovanni Staunovo🛢 @staunovo]

Asia-to-US Container Rates Spike 109% Since Iran War Started https://t.co/4uBzPgocsm

[IMF @IMFNews]

The global economy now uses roughly half as much energy per dollar of output as it did in 1980, helping cushion oil shocks. Read more in F&D magazine. https://t.co/uIBOYR9eU2

[Michael Dunne @dunne_insights]

China: The most explosive growth of car exports in the history of the car.

🇨🇳China

2020: 1 million
2021: 2.1 m
2022: 3.2m
2023: 4.9m
2024: 5.8m
2025: 8.3m
2026: 12m (f)

Compare: 2026 (f)

🇯🇵Japan: 4 million
🇰🇷Korea: 2.9 million
🇺🇸USA: 900,000

[Michael Dunne @dunne_insights]

Ford sales in China: a ten year implosion.

2016: 1.27 million
2021: 624,000
2026: 96,000 (f)

That's a 92% plunge.

Sales: JVs with Changan, JMC and imports.

https://t.co/bQ5lmqgJqc

[Ronit Pereira @CAronitpereira]

Warren buffett watching the crash with $397.4 billion in cash

[Ross Hendricks @Ross__Hendricks]

Never forget that 82 years ago thousands of American patriots stormed the beaches of France braving machine gun and mortar fire so that you could lose a third of your money gambling on 3x leveraged ETFs

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Bad memory.

[zerohedge @zerohedge]

Gamma squeeze replaced with margin calls

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Highest Number of S&P 500 Earnings Calls Citing “Oil” Since 2020 @factset

[unusual_whales @unusual_whales]

BREAKING: This has been the worst day of the year for the QQQ.

[ʎllǝuuop ʇuǝɹq @donnelly_brent]

Imagine you’re playing a trading simulation game. There’s a parabolic rally in technology on an exciting new technology. The market is 3SD overweight infotech, and semis just did a 4SD rally, bigger than any semis rally in history. Now, a megatech company issues stock (after buying back stock for years), the largest IPO in history is on deck, momentum stalls, the Fed is going to hike (oops, we thought they were cutting), companies are worried about token costs, the biggest bitcoin and crypto bulls in the world are all selling, and a new Fed Chair is about to sit down and the market consensus is that he will be dovish despite roaring inflation and a strong U.S. jobs market.

Do you go long or short the tech momentum basket?

[James Chanos @RealJimChanos]

@cullenroche Lol, like Boeing and Lockheed Martin did for thirty years…?