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Madinina
Joined March 2016
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In terms of consequences no, in terms of motivation yes. The second implies that the behavior is not mainly driven by speculation and unlikely to change anytime soon.
The KFC restaurant in Miami which welcome Jair Bolsonaro is ready to welcome Flavio too.
Flávio fugiu para os EUA com a família. Fuga contou com ajuda de um grupo restrito de aliados no Brasil e nos EUA, que acionaram governo Trump para garantir a entrada do senador. Flávio deve entrar pela Flórida na tarde desta terça. Bastidores no @Metropoles.👇🏽metropoles.com/colunas/igor-…
AFTERNOON POLL:
Is
a) The PBOC buying Gold and Chinese people buying Gold
or simply
b) The PBOC is doing a normal discharge of trade surplus and the Chinese people simply saving.
Me think b)
43%They are buying Gold
57%Settling trade and saving
35 votes • 21 hours$TSLA is legacy
( late on bi-directional inverters in EVs- short)
PAY PER VIEW
graphfinancials.com/getthest…
In this Daily Graph Recording, we explore the history of bidirectional charging: how different philosophies shaped its adoption, how Japan pioneered its use for emergency power, how Tesla pivoted to quite relatively late after dismissing, and how Renault turned it into a compelling alternative to battery energy storage (BESS) for renewable energy.
Beyond the technology, we look at the cost differences between competing approaches and how they affect the competitiveness of automakers across different markets.
An interesting look at how a single technology can reshape the economics of electric vehicles, energy storage, and renewable power.
2/2
a) no they have not
b) no it has not
c) No it's not
d) Hard because China is not recycling its trade surplus into UST but in Gold and the US issues too much quasi money (T-Bills) for that too happen.
Evidently in this "faux" bout there are assets mispriced.
1/2 We are currently in a "FAUX" monetary dominance bout where:
a) Fiscal problems "vanished"
We Forgot🤦♂️
b) Primary deficit issuances consequences on inflation and front en curve "vanished"
c) The US is the "cleanest dirty shirt"
d) We will have a significant dollar squeeze.
The elephant has not moved anywhere ladies and gents.
How about fiscal balance?
Memory of a goldfish already?
Forgetting about something does not make it go away.🤷♂️
The Issue will have to be addressed or the market will address it.
Thoughts from Michael Hartnett, BofA | Enter The Dragon
Zeitgeist quotes:
•"Worst thing that could happen to this bull move in Treasuries is a recession."
•"If I bought a cemetery, people would stop dying," client on being long China.
While markets remain focused on AI valuations and the Fed, several developments suggest a broader shift in global risk:
•China's deflationary pressure: The CSI 300 has entered bear-market territory, property investment continues to decline, and China's high-tech exports reached a record $147bn in September, up 63% YoY. Weak domestic demand is increasingly translating into aggressive export competition and pressure on global corporate margins.
•AI investment concerns: Massive hyperscaler capex commitments are raising questions about future returns. "No AI boom = no boom" captures how dependent earnings expectations have become on continued AI investment.
•Bond market warning: US Treasuries have experienced their worst rolling 10-year returns in a century. Yet bonds are attracting renewed inflows as investors reassess growth risks.
•A significant rotation: Technology funds attracted $18.8bn in a single week, while consumer funds experienced record outflows. Market leadership is becoming increasingly concentrated even as technology valuations face scrutiny.
•2027 earnings expectations: Global technology EPS growth forecasts have climbed to 43%, leaving considerable room for disappointment if AI investment slows.
The paradox is that weaker growth could support government bonds while simultaneously undermining the corporate earnings assumptions supporting equity valuations.
The key risk is not necessarily an immediate market crash, but a combination of Chinese export deflation, tighter credit conditions and an AI investment slowdown.
Are markets pricing a temporary correction, or the beginning of a more fundamental repricing of global growth expectations
I don't disagree,
BTW, BTC is a pointless non inflationary USD liquidity decoy.
It can ve shown by differential equations.
Here is why you are wasting your time with BTC.
It Would be better to work on something with real economic output consequences.
Maybe agritech, I don't know... something actually productive.
xitter.cf/GraphCall/status/19785…
1/20 PROVING THAT BITCOIN IS A LIQUIDITY DECOY WITH SIMPLE DIFF EQUATIONS.
“HODL” on to your socks. (a bit technical)
ALSO The Fed is semi-lying, in fact, about “We would lose control of interest rates without IOR.”
docs.google.com/document/d/1…
I lived on three continents.
I Have my own appreciation of where fresh air of freedom can really be exercised, where is a good place to do business and where is an unpleasant place to live and vice & versa.
@ticktockufucked
When you have Bolsonaro putting both his feet in his mouth, no fraud is needed I am afraid.