MS

188 posts

MS

MS

@MS49676204

Katılım Ekim 2022
764 Takip Edilen54 Takipçiler
MS retweetledi
UNICEF
UNICEF@UNICEF·
Yes, those photos you’ve seen are real. More than 18 years ago, a baby named Lamine Yamal and his mom Sheila met Lionel Messi at a UNICEF fundraising photoshoot. Today, their achievements on the pitch inspire millions. Off the pitch, both Messi and Lamine Yamal use their voices and platforms as UNICEF Goodwill Ambassadors to support and advocate for children around the world. The goal? That every child survives, thrives, and fulfils their potential. We are proud to have them on our team. Credit: Joan Monfort
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MS
MS@MS49676204·
@Bogachan_1971 Abi UST leri çok kolay manipüle ediyorlar aynı oil gibi senin de dediğin gibi ama belki equity ler sand castle olabilir, orada oyuncu daha çok olduğu için. Yani belki önce equity sell off sonra bond sell off?
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Bogachan Ozdemir
Bogachan Ozdemir@Bogachan_1971·
This is one of the most important reasons behind the rally in equities: US Money Supply. Then there is the story about memory chips... the same cyclical move had since late 1999... but everytime it sells and this time it sold even better. This led a few companies to lift the entire index.... making concentration break records. Meanwhile foreigners opted out of US bonds and moved solely to equities: "Private foreign purchases of Treasury coupons, twelve months through May: $324.4 billion. A year earlier: $556.6 billion. Bills: $52.6 billion, against $333.3 billion. Foreign Treasury demand fell 57 percent in twelve months. Over the same period foreign private investors put $780.5 billion into US equities, and foreign officials put in $123.3 billion after selling $36.5 billion the year before." So, the price of US bonds might be manipulated even more than #OIL. If this is what the blue print looks like, what can start the destruction of the sand castle? Weakest link is the bond here... so a sustained risk off is possible only when they cannot stop the bond to sell off.
Lukas Ekwueme@ekwufinance

US M2 just posted its largest monthly increase in five years. The last time money supply accelerated this rapidly, inflation followed with a lag. Today's increase is smaller than the COVID surge, but the direction has clearly reversed.

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MS@MS49676204·
@balabanmert Ve maalesef geri gelirse ilk kötü oyununda (bu da süpriz olmaz₺ yuhlanır.
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MS
MS@MS49676204·
@AndreasSteno You fucking prick, go and suck Raoul’s dick.
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
Michael Burry is really nothing but a one trick pony. He is no longer curious or investigative .. just a doom-monger.. I am not saying he won’t end up being right, but his “analysis” is simply just lazy at this stage
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Michael Bento
Michael Bento@MichaelPBento·
I can't believe I am saying this, but $SPCX might actually be a buy here for a tactical long play.
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GlobalMacroZen
GlobalMacroZen@GlobalMacroZen·
I may be wrong but I think easy money on the short side is over for the market today $SPY $DRAM $QQQ
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Xiaoyin Qu
Xiaoyin Qu@quxiaoyin·
If you compare @openrouter's ranking July 2025 v.s. July 2026, Claude and Gemini was dominating in 2025 but today top 5 are all Chinese models, and Gemini was no where to be found in the ranking. Total token usage grew from 2.3T a day to 46.7T a day, 20x in a year and Chinese models quickly gained market share.
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Michael Bento
Michael Bento@MichaelPBento·
@colin_gladman Honestly speaking, if Texas flips this year then it is a near certainty that Trump is getting impeached AND convicted before 2H 2027
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Colin
Colin@colin_gladman·
So you’re saying there’s a chance…
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MS@MS49676204·
@DougKass Great post, congrats.
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Dougie Kass
Dougie Kass@DougKass·
The CNBC Panelist Said What? (Issue #4) I have known Tom Lee since the early 1990s.  My last meeting with him was when he was the JPMorgan investment strategist and visiting the offices of Lee Cooperman's Omega Advisors (when I was Director of Research). Tom is bright, focused, strong of analysis and industrious (having opportunistically sold interests in his business as well as expanding into crypto ($BMNR) and into ETFs ($GRNY) ). Tom Has A Free Pass In The Business Media @fundstrat Tom Lee has never met a market (crypto, equities, etc.) that he didn't like. Like many Perma Bulls he cheerleaded retail and institutional lemmings over the cliff in every single major stock market and crypto currency crash -- consistently failing to warn against the market downdrafts in those asset classes over the last several decades. He has not taken ownership of his investment boners (nor does Fin TV press him on his losers) . He prefers to sweep them under the carpet and to emphasize his prescient calls. That strategy is easy to pull of because most Fin TV moderators fail to hold his feet to the fire on his multiple wrong-footed projections (preferring to only hold bears like Jeremy Grantham accountable for their tactical mistakes (as Joe Kernen did last week)). It should also be mentioned that @fundstrat Tom routinely comes on @cnbc, sometimes five times a week. Not surprisingly, his entities also actively advertises on @cnbc. (2) Dougie Kass on X: "@joesquawk lives in a glass house. Late this week Kerenen attacked Jeremy Grantham. In hockey terms, @squawkbox Joe knows how to give a hit but doesn't know how to take a hit. Go back to the 1999, 2007, 2008 and late 2021 archived @cnbc videos in which Joe Kernen confidentally" / X Here is a compilation of Tom's errant, overly confident and glib bitcoin and ethereum forecasts in the last few years. Altcoin Daily on X: "Tom Lee's crypto predictions 😭 " / X @squawkbox @joesquawk @beckyquick @andrewrsorkin @carlquintanilla @TheJudgeCNBC @saraeisen @SullyCNBC @guyadami @tomkeene @annmarie @ferrotv @lisaabramowicz1 @business @gnoble @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @convertbond @cnbcfastmoney @cnbchalftime @peterboockvar @WhitneyTilson @QTRResearch
Dougie Kass@DougKass

The @CNBC Panelist Said What? (Issue #3) Our third issue of this series deals with not only an epic investing boner but also the tendency of Fin TV panelists to rationalize share price declines ("I am averaging down"... considerably) - in a heads I win, tails I win mentality geared to polish the person's image in order to sell a service or gather assets (and to NEVER admit a mistake and take ownership for aggregious investing mistakes). $NOW ServiceNow is a stock that has fallen from over $210 (the panelist started buying in the high $100s) to its current price of $90 - and this panelist has been buying (and smiling on air) all the way down, with a smug confidence that he is correct in view and little in the way of risk management: * Five Months Ago $125 Panelist says I am willing to go out on the limb that we are at "peak pessimism"... this is a great level to average down (he bought close to $200). JOET chimes in: "I don't disagree. Revenues growing at an appealing rate. ... You can own this for sure." Trade Tracker: Malcolm Ethridge buys more ServiceNow youtube.com/watch?v=vNjalx… * February 2026 $100 From cnbc panelist: "I am glad I stayed disciplined, now I am averaging in again at $150 (after my initial buys higher)." (Yes he really said this!) Trade Tracker: Malcolm Ethridge trims Nvidia and buys more ServiceNow cnbc.com/video/2026/02/… @squawkbox @andrewrsorkin @beckyquick @SullyCNBC @saraeisen @guyadami @gnoble79 @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @convertbond @peterboockvar @whitneytilson @cnbcfastmoney @HalftimeReport @TheJudgeCNBC @carlquintanilla

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Burak Eren
Burak Eren@Burakeren_1987·
@cace_v2 abi, bana da çok ham gibi geldi. Montella ilk kez haklı :( potansiyel var ama şu an 15-16 milyon avrolar'da fazla. Osimhen arkasında Deniz Gül tamamdır diyemiyorum.
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Harry Sisson
Harry Sisson@harryjsisson·
WHAT IRAN GOT: •$300 billion •Removed sanctions •Control of Strait of Hormuz •Maintains missile program •No destruction of nuclear program WHAT THE U.S. GOT •Higher gas prices •Billions spent •No major objectives achieved •Americans dead We got fleeced.
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MS
MS@MS49676204·
@hazar_buyuka Sadece Okan Hoca değil, kulüp yönetiminin d sumrunda değil. Altyapı seçmeleri organizasyonunu gören bunu anlar. Berbat bir isteksizlik, umursamazlık var. 2 hafta önce yapıldı hayatımda böyle bir rezillik görmedim.
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Hazar Büyüka
Hazar Büyüka@hazar_buyuka·
Son 4 sezondur Galatasaray altyapısından ne bir rol oyuncusu ne de Milli Takım seviyesinde bir futbolcu çıktı. Sıfırdan başlayıp A Milli Takım’a yükselen tek bir Türk futbolcu da göremedik. Okan Hoca gençlere ve altyapıya gerçekten önem veren bir teknik adam değil. Mourinho Chelsea’yi şampiyon yaparken Ake, Lukaku, Salah ve De Bruyne gibi ileride dünya yıldızı olacak gençleri “Ben şampiyonluk için geldim, çocuk bakıcısı değilim” diyerek göndermişti. Okan Hoca’nın yaklaşımı da buna çok benziyor. 17-18 yaşında bir Messi bulsak bile 28-29 yaşındaki Dybala’yı tercih eder gibi duruyor. Bu bakış açısı Galatasaray için sürdürülebilir bir model değil. Can Uzun’u 9 milyon €’yken almak varken, şimdi 60 milyon €’luk rakamların konuşulması bunun en net göstergesi.
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fatih portakal
fatih portakal@fatihportakal·
Türkiye kaybetti! Herkes hoca(!) oldu. Takım bir sonraki maçı alırsa “bak demiştim ben…” durumları olacak. Turu da atlarsa “adam doğru yolu buldu” denecek. Hepimiz herbokolokuz!
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zerohedge
zerohedge@zerohedge·
IRAN HAS NOT YET APPROVED ANY TEXT FOR AGREEMENT WITH US: FARS
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN'S FARS NEWS AGENCY, CITING A SOURCE WITH KNOWLEDGE, SAYS IRAN HAS NOT YET AGREED ANY DOCUMENT FOR MOU WITH U.S.
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MS@MS49676204·
@Bogachan_1971 And also he could be given more allocation with this help
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First Squawk
First Squawk@FirstSquawk·
IRAN AND ISRAEL BOTH DENY EXISTENCE OF ANY AGREEMENT. - N12 NEWS
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