Vincenzo

It’s tough to make predictions, especially about the future.

[Daniel Lacalle @dlacalle_IA]

No central bank wants to acknowledge that public spending is the main cause of inflation because their objective is not price stability but perpetuating the sovereign debt bubble. That is why you can comfortably bet against analysts' "hawkish" narratives.

Graph via JP Morgan

[𝐓𝐗𝐌𝐂 @TXMCtrades]

The people don't care about the deficit.

[zerohedge @zerohedge]

"You ask for M(2)iracles Theo, I give you the P.B.O.C"

[zerohedge @zerohedge]

One month later, right on schedule... and this is before the Fed, ECB, PBOC, and BOJ start easing.

[Alessio @AlessioTMAD]

Amerizuela is bullish

[Quinten | 048.eth @QuintenFrancois]

Federal Reserve's Reverse Repo Facility is plummeting

QE & money printing will start aggressively when this drains to 0

Bitcoin will explode

[zerohedge @zerohedge]

what do you call it when there is a run on the bank, only it's not the bank but it's the world's gold... something run...

[KanekoaTheGreat @KanekoaTheGreat]

USAID funneled $53 million to EcoHealth Alliance, which then used U.S. taxpayer funds to support gain-of-function research on coronaviruses at the Wuhan lab—research that likely led to the creation of COVID-19.

The CIA’s deception regarding COVID-19 origins becomes much clearer when considering USAID's long history of serving as a CIA front organization.

With an annual budget exceeding $50 billion and activities in over 100 countries, USAID has repeatedly been linked to intelligence activities. Former USAID Director John Gilligan once admitted the agency was “infiltrated from top to bottom with CIA people,” explaining that “the idea was to plant operatives in every kind of activity we had overseas: government, volunteer, religious, every kind.”

In 2013, a U.S. cable published by WikiLeaks outlined the U.S. strategy to undermine Venezuela’s government through USAID by "penetrating Chavez’s political base," "dividing Chavismo," and "isolating Chavez internationally."

In 2014, the Associated Press revealed that USAID funded the creation of a Twitter-like platform intended to incite a rebellion in Cuba.

USAID funding has been linked to coups in Haiti, Ukraine, Egypt, and other nations.

From 2009 to 2019, USAID partnered with EcoHealth Alliance on the PREDICT program, which identified 1,200 new viruses, trained 5,000 people globally in disease detection, and enhanced 60 research labs.

This partnership provided the CIA with a direct channel for embedding human assets within biological research facilities worldwide in exchange for funding and technology transfers.

In 2022, Dr. Andrew Huff, a former Vice President at EcoHealth Alliance, publicly revealed Dr. Peter Daszak’s alleged ties to the CIA.

The core issue?

The CIA lied to the American public about COVID-19’s origins because acknowledging the truth would expose its likely role in funneling taxpayer money through USAID to finance gain-of-function research at the Wuhan lab.

[The Kobeissi Letter @KobeissiLetter]

This is insane:

In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.

The US now holds $36.2 trillion worth of government debt, meaning 25.4% of the total is set to mature.

This is the REAL reason rates are rising. Let us explain.

(a thread)

[Alessio @AlessioTMAD]

$GEO on my screener +30% target estimates

you have to long prisons with trumpduro..

will be posting moar flow soon

[Alessio @AlessioTMAD]

US high yield spreads touched a new low yesterday.. bears gonna find out once again

[zerohedge @zerohedge]

Gold remains stuck in the ever narrower range between the 50 and 100DMA, although with China just now confirming the second straight month of "official" PBOC purchases and the yuan sliding, expect a breakout soon.

[Lisa Abramowicz @lisaabramowicz1]

Yields on 10-yr Treasuries are now the highest vs 2-yr rates since 2022. It's unclear whether this is a healthy normalization - a reversion back to the typical relationship of long-term yields being higher than short-term ones - or a sign of stickier inflation and deficit fears

[zerohedge @zerohedge]

*CHINA'S 10Y BOND YIELD FALLS BELOW 1.6%, FIRST TIME ON RECORD

[Alessio @AlessioTMAD]

Chinese yuan going towards new low.. Communist party doing shit to avoid inflation

Bazooka or Mcdonald

[Aswath Damodaran @AswathDamodaran]

Starting 2025, the S&P 500 is at 5882, up 23.3% for 2024. With dividends+buybacks increasing 11.3% & earnings up 9.9%, the equity risk premium stands at 4.33%. Adding in the ten-year treasury rate of 4.58% yields an expected return of 8.91% for US stocks. https://t.co/wy8WGu8WcI

[Jenan Moussa @jenanmoussa]

1/ Developments in Syria going so fast that reports become obsolete moments later.

I've reported from inside Syria since 2011 and I live in the MidEast. So, let me explain in this thread what the implications could be for Syria and wider region in case the Syrian regime falls:

[Charlie Bilello @charliebilello]

Nvidia is the best performing stock in the S&P 500 over the last 5, 10, 15, and 20 years. $NVDA

https://t.co/l5IYmkeySJ

[IvanaSPEAR @IvanaSpear]

I've spent the past decade at leading hedge funds like Millennium, Citadel and a Tiger Cub.

I often get questions about how to perform due diligence on a new stock.

I will use $NVDA as an example.

Here are 10 critical things new investors often miss, based on my experiences:

[Arnaud Dyevre @ArnaudDyevre]

I just read the paper in full; it is even more spectacular than I initially thought.
A short thread about the results and their significance.