Tom_Alvarez

734 posts

Tom_Alvarez

Tom_Alvarez

@First_Variation

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参加日 Mayıs 2024
570 フォロー中15 フォロワー
Tom_Alvarez
Tom_Alvarez@First_Variation·
@KinderheimRune People with agenda‘s like to mix up differant forms of prosperity; metrics based upon energy or resource usage reflect absolute prosperity, are effected by technologic deflation, relative prosperity is measured in nominal fashion by currencies we use daily the latter is zero-sum.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@KinderheimRune There fall from power has nothing do with a lack of immigration or sub-2 fertility. They‘ve been kicked out of high margin tech industries by the US in the 90‘s and have had too low interest rates for decades, serve as a source of liquidity for carry traders and volume harvesters
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Rune
Rune@KinderheimRune·
It is common knowledge that Japan had a larger economy than all of Asia combined in 1995. By 2025, just a few coastal Chinese provinces have a larger economy than all of Japan. I really wonder where Japan would have been in 2026 if they had opened doors to immigration earlier?
Rune tweet media
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@BirthGauge It was one of the most intelligent decisions they made, it allowed the transfer of money, wealth and know-how to a single child instead of multiple somewhat akin to westerners having superior inheretince laws compared to arabs.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@Bogachan_1971 What would you do, if you had the knowledge and skills you have now, but were younger? Would you try to find out more or just find somewhere in the middle of nowhere?
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Bogachan Ozdemir
Bogachan Ozdemir@Bogachan_1971·
If you are under 35 years old and have a good paying job, would u like to bring a baby or babies to this planet?
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@teortaxesTex The achilles heel of GDP as a usefull metric for economic performance, is exchange rates, which are not free floating but are set pratically be central banks, which is why on paper Spain has higher laber productivity than South Korea.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@akcay_nurettinn Trump‘ın bariz yalanları, kaçıncı defa piyasalar yeni açılınca geri çekiliyormuş gibi yaptı.
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Nurettin Akçay
Nurettin Akçay@akcay_nurettinn·
Savaşta bugünün özeti Trump, anlaşma var, 5 gün ara verdik; İran anlaşma yok, yalan söylüyorlar diyor. İsrail ise saldırılar bitmez, kazanıncaya kadar devam diyor. Buna diplomatic ambiguity diyorlar herhalde… Tam belirsizlik hakim
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@Bogachan_1971 Why is what he says misleading? It‘s true that a lot of oil exporting countries in the middle east don‘t have a large account surplus and that they don’t hold that many dolars with respect their surplus I am not very knowledgable on this so I am interested?
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@martian_lore The other option (albeit unlikely) is for the Iranians to sink or mission kill, a carrier, this would in my opinon force the Americans to cease offensive operations.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@martian_lore Either TACO, or Iranian state collapse after 2-3 months. For there to be civil war there has to be riches, capital worth fighting over and groups with the necessary organisation, skill and motivation to keep fighting, Iranian opposition lacks that.
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Promethean 🌲🚄
Promethean 🌲🚄@martian_lore·
Likely result of the Iran War by Jan 2027
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@msaidergun Sizce an itibariyle CENTCOM’ın dışa verdiğinden daha fazla Amerikan zayiatı olabilir mi? Basın toplantısında daha fazla Amerikan zayiatının beklendiği söylendi.
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Muhammed Said Ergün
Muhammed Said Ergün@msaidergun·
İran maliyeti daha da arttırırsa Trump içeride zora düşer.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@GRLFRA Sadece bizde yok, başkalarında da var, aksine bizde görece neyse ki daha bile az, bu tür bir safça sosyal demokratlık/liberallik, kısmen kemalizm, kısmen de batılı olmamamız sebebiyle.
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GÜRAL
GÜRAL@GRLFRA·
Domalist liberalizm. Tek örnegi Türkiye'de var.
GÜRAL tweet media
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@LFriszt supply as quickly as possible, the agremeent between Trump and Xi bought them some time but the Americans want to get rid of this dependancy as soon as possible.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@LFriszt Ideal scenario for the US is Denmark being held financially liable and the ban being lifted, the bad scenario for the US is the ban stays or this Australian company decides to keep the Chinese investors. They are also on a time crunch they want to secure as much rare earth…
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𒄬𒆷𒁶𒋾 ΣΝΟΥΣΜΟΥΜΡΙΚΟΣ
𒄬𒆷𒁶𒋾 ΣΝΟΥΣΜΟΥΜΡΙΚΟΣ@LFriszt·
Here's whats going to happen: >Europeans agree to hold talks that take forever >MAGA keeps chimping >Denmark signs meaningless deal where the US military gets access to something they already had access to >Trump sells it to MAGA as a triumphant cuckening >MAGA stops chimping
The Kobeissi Letter@KobeissiLetter

BREAKING: President Trump announces a 10% tariff on Denmark, Norway, Sweden, France, Germany, the UK, Netherlands, and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy Greenland. “It is time for Denmark to give back,” Trump says.

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Tom_Alvarez
Tom_Alvarez@First_Variation·
@osman13453233 @BartuSoral Ama Çin genede o sektörlerdeki en büyük oyuncu, ne yani kötü mü oldu bu onlar için? O kâr marjinleri iç rekabetten dolayı düşüyor.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@osman13453233 @BartuSoral Kendi Şirketlerinin kâr marjinlerinin yüksek olmasına gerek var mı rakiplerinin kar marjinlerini yok ediyorken? Çinin damping politikasına örnek gösterilen sektörler (EV, batarya, güneş) bir zamanlar yüksek kâr marjinlerini sahipti ama şimdi o kâr marjinleri düştü.
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H. Bartu Soral
H. Bartu Soral@BartuSoral·
Çin, 2025 yılı için yaklaşık 1,2 trilyon dolar ile dünyanın en büyük dış ticaret fazlasını açıklamış. ABD’nin finansal piyasalar üstüne inşaa ettiği ekonomi üretime yenildi. Şimdi kaynaklara el koyarak bu mağlubiyeti geri çevirmeye çalışıyor. Ama çok geç…
The New York Times@nytimes

Breaking News: China announced the world’s largest trade surplus ever, almost $1.2 trillion in 2025, as its exports flooded global markets. nyti.ms/3ZhwUjz

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Tom_Alvarez
Tom_Alvarez@First_Variation·
@teortaxesTex There is no new game in town Trump just got the lower end of the stick.
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Tom_Alvarez
Tom_Alvarez@First_Variation·
@teortaxesTex Debasement is more or less necessary once interest burden and debt to GDP ratio of the government becomes too large, a democratic administration would have eventually also forced lower rates.
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Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex·
Independent Fed is one of the truly smart American social technologies, and Powell embodies it. The priest who heeds the Gods of Copybook Headings, whatever the Gods of the Market cry. China could never have Powell. Maybe their system doesn't need him. But the American one does.
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) tweet media
Steve Hou@stevehou

@crampell We were not doomed to repeat the disaster of the 1970s. But we seem determined to find a way.

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ディスカバー

@KinderheimRune @BirthGauge @Bogachan_1971 @teortaxesTex @Ula_Directorate @Rocky295562 @akcay_nurettinn @martian_lore