Fedbull
394 posts
Fedbull
@FedBullEth
15yrs in financial markets, golfer, pjpp community member
Katılım Ocak 2022
394 Takip Edilen83 Takipçiler
Thank you for outlining the ultimate truth
Golf Digest@GolfDigest
Scottie Scheffler just gave one of the best (and deepest) press conference answers ever heard.
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Fedbull retweetledi
Scottie Scheffler just gave one of the best (and deepest) press conference answers ever heard.
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Edoardo Molinari is heading back to the DP World Tour as the winner of Final Stage. 🏆
#DPWTQSchool
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Fedbull retweetledi
Many Euro zone economists are hopelessly biased in their coverage: more debt is good, industrial policy is great, etc. So it is also with Spain. Spain's strong GDP growth is largely about immigration. It is stagnating in per capita growth terms. Just like the rest of Europe...
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Fedbull retweetledi
Every cycle, it's the same old story. The "impenetrable moat" becomes Swiss cheese in the blink of an eye.
$NVDA
Intel Arb@intelarb
Seems like a good time for DeepSeek to make investors and CFOs question all the money being spent on Ai Capex… $NVDA $SMH $QQQ
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@MoAbri Crypto is following the Tech selloff (Nvidia futures -10%, ASML shares -10%) as Chinese startup Deepseek shows the world that good AI apps can be developed with cheaper chips, blindsiding the Tech giants and their humongous investments. Deepseek invested only 5.6m$
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What a relief trading day yesterday!! Although it wasn’t a great inflation report, it triggered a massive bond rally, 10yr Treasury yield, its biggest decline since August. Stocks did great too, S&P posted its strongest daily performance since election day and EUStoxx since Sept
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Lower UK #inflation purred a soft rally in markets this morning. Now, US inflation print is lower than expected (Core #Cpi came out respectively at 0.2% mom and 3.2% yoy), dollar weaker, bonds and stocks poop higher (small caps +3%). Disinflation is firmly in place.
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@FabioBossi76 a mega debate, these are key topics to think about:
insightinvestment.com/uk/perspective…
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@FedBullEth I am a bit worried about this scenario:
x.com/NorthstarChart…
Northstar@NorthstarCharts
An entire generation is now getting schooled. As I warned 5 years ago - FORGET THE LAST 40 YEARS - we are back in the 1960's & 70's. Rising yields, rising interest rates, rising inflation, rising gold and silver prices and in the years ahead, rising energy & commodities.
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@NorthstarCharts Globalization, digitalization and aging populations in advanced economies have been strong disinflationary forces. Tech / AI will boost productivity, also, structurally higher inflation will not be liked by politicians, nor central bankers.
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An entire generation is now getting schooled. As I warned 5 years ago - FORGET THE LAST 40 YEARS - we are back in the 1960's & 70's. Rising yields, rising interest rates, rising inflation, rising gold and silver prices and in the years ahead, rising energy & commodities.
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@FabioBossi76 We may be toppish on bond yields. The risk reward-looks compelling now, unless you believe that we enter a highly inflationary backdrop, i doubt. Long duration bonds can be volatile, so short term headlines on tariffs could hurt, but for long term savers it could be attractive
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@FedBullEth So...is it? I was not expecting 5%+ any time soon.
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