Elena Okhonko

Russian portfolio manager and investment advisor
Мой телеграм канал про инвестиции -

[Elena Okhonko @vzdoh]

Check out my latest article: Investing in the era
of Three Unholy Trinities
https://t.co/JoSoG7cgIv via @LinkedIn

[Elena Okhonko @vzdoh]

@FitFounder Good green stuff from Nuzest is also extremely good.

[Elena Okhonko @vzdoh]

@FitFounder Whey should be taken very carefully. If taken too often, one can develop sensetivity to milk protein and have a serious immune reaction. Also, it's not the protein of choice for anyone with milk protein allergy.

[Elena Okhonko @vzdoh]

@perfiliev Tried ChatGPT and it was super frustrating is that sources were mostly open source normal language from articles on the Internet. When I specifically asked to process scientific literature on attachment focused therapy, it didn't do it. can't process specific scientific language?

[Elena Okhonko @vzdoh]

@DaveHcontrarian @klynn_nyc So do you mean David that the blow off top rally that you forcasted back in 2020 I believe got postponed by the Fed raising interest rates + war in Ukraine? Its been now more than a year of downward and sideways. When do you think we finally lift off? Any specific catalyst?

[Elena Okhonko @vzdoh]

@SantiagoAuFund Not really. If there's nothing to buy for dollars, i. E. little imports, then dollars are not as needed.

[Elena Okhonko @vzdoh]

@RadiantChiron What have you sensed exactly to recognise victims of sexual abuse? Can the word alluring describe it?

[Elena Okhonko @vzdoh]

@ayeshatariq They never backstopped stock markets. They don't care as much about equity as they care about credit. Credit system and USD dollar system are interconnected. And if there is going to be stress in credit system, they will have to backstop it. Otherwise widespread collapse 😉

[Elena Okhonko @vzdoh]

@scientificecon Same in Russian language.

[Elena Okhonko @vzdoh]

@simon_ree It is, but they were bleeding 1B per year for 2 years of covid, they did the right thing and cut all non essential costs. Now it is back firing in terms of quality of service etc. Inevitable.

[Elena Okhonko @vzdoh]

@simon_ree It's the same story for everyone recently. Good that you even got someone on the phone probably because you are flying biz

[Elena Okhonko @vzdoh]

@TheInitiate2 🤣🤣🤣🤣🤣

[Elena Okhonko @vzdoh]

@elasticretreat Is she nuts?

[Elena Okhonko @vzdoh]

@simon_ree I would have the same reaction 🤣

[Elena Okhonko @vzdoh]

@iv_technicals Japanese?

[Elena Okhonko @vzdoh]

@TheInitiate2 @JanGold_ Link does not open. CS should hire better IT

[Elena Okhonko @vzdoh]

@iv_technicals Glad u like it

[Elena Okhonko @vzdoh]

@iv_technicals Welcome to Singapore 😁

[Elena Okhonko @vzdoh]

@biancoresearch @acrossthespread @AitkenAdvisors @RaoulGMI @JulianMI2 How many JGBs outstanding left to buy? Haven't they started buying equity etfs cause already ran out of JGBs?

[Elena Okhonko @vzdoh]

@simon_ree yeah, I expected a pull back on hard talk closer to June when economic recession is inevitable already. Watching Cbankers is fun! Popcorn :)

[Elena Okhonko @vzdoh]

@MacroAlf Would be great to see your take on latest Zoltan. Although he is quite clear actually. He writes like a Russian, very direct. Surprised CS actually allows him to publish his unfiltered thought stream 🤣🤣🤣