Cassandra yawning
1.4K posts
Cassandra yawning
@NOC40
UK fund manager, skier, cyclist, wine lover
London Katılım Temmuz 2009
264 Takip Edilen112 Takipçiler
@eurofounder you are supposed to have parody in your name or description
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My colleague Bernhardt moved to California and won't shut up about his $14,000 monthly salary
I told him I earn €1,500 a month and it's still more than he does
He laughed, so I broke it down for him:
€1,500 - my net salary
+ €4,000 - free healthcare
+ €3,000 - diverse, multi-cultural society
+ €2,500 - 30 vacation days
+ €2,000 - no school shootings
+ €1,500 - strong privacy laws
+ €1,000 - excellent public transport
That's over €15,000 a month
He immediatly went quiet
European salaries are the highest in the world when you adjust for quality of life
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@CasinoCapital @Kyloe_Edin the Georgian red wine there is lovely
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Initial sticker-shock at a £220 Beef Wellington, but damn was it impressive.
Stuffed four of us, unlimited sides, and included a giant sticky toffee pudding 💯
Oh and in case you thought the economy was weak, the place was jumping... @Kyloe_Edin
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@agnostoxxx Houthis now firing ballistic missiles at Israel, over 2,000km away. Sand People they are NOT. Looks like Trump under-estimated the Iranians too
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Hopefully one thing we can learn from this (latest) energy crisis is that DEMAND SIDE MANAGEMENT is such an easy win. Here is UK electricity pricing today. Free if you run your white goods before 4pm
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@rev_cap How much is it that you're looking at the top of the K-shaped economy, and how much is inter-generational wealth transfer?
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I’m in some family / friend group chats and like 95% of the content is just boomers going on never ending vacations. It’s like the whole discretionary economy
All of them have so much more money than any generation before and has radically changed composition of consumer spend
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Cassandra yawning retweetledi
@agnostoxxx A bit racist? (my test is would you use a similar picture and label it Israeli? it fails that test). Also very misleading: you know Houthis seem to have e.g. (Iranian) cruise missiles?
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Lol. "Has the level of your inner struggle reached the stage of you negotiating with yourself?" Ebrahim Zolfaghari, spokesperson for the Khatam al-Anbiya Central Headquarters (Iran's main military command), asked in response to Trump's statements.
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Cassandra yawning retweetledi
📊 The numbers are in. Preliminary estimates show Georgia's real GDP grew 7.5% y-o-y in 2025, with GDP per capita reaching $10,297. A remarkable milestone reflecting strong and sustained economic momentum. 📈 $CGEO $SCGEO.L #Georgia #EconomicGrowth #GDP
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Cassandra yawning retweetledi
Cassandra yawning retweetledi
📢In line with the updated UK Listing Rules on post-trade share buyback announcements, Georgia Capital will now be issuing its buyback announcements on a weekly basis going forward. 🗓️ $CGEO $CGEO.L #Georgia
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@ThinkFinance999 Logical move. If your stock is on a P/E of 200 already, why care about profits?
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It's to be noticed that this price (devoid of VAT tax effects and since it includes destination charges) is even substantially lower than the price in the US for the same Model 3 standard.
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One reason $TSLA's deliveries aren't all that weak, is that Tesla is increasingly shipping base models at incredibly low, near-Chinese prices, all around the world (previously this happened in specific markets).
For instance, devoid of taxes and delivery charges, the Tesla model 3 standard is now being sold in Portugal for $32,000.
Now notice the following:
* The Tesla model 3 starts at $33,000 in China! And although that's not really the standard (it has more in common with the base premium), the price in Portugal is after transportation costs to Europe (the Model 3 isn't built in Europe) and import taxes in Europe (7.8%+10%)!!!
This is happening in more markets. The pricing is incredibly aggressive, so much so that even I recommended this base Tesla for a friend of mine, versus the other EV alternatives existing in Portugal.
Of course, this also means Tesla is optimizing for delivery numbers over margins. The margin hit on these base standard sales must be very significant - indeed, margins on these have to be zero or negative.
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@Edark94 Ah that's a good point. buyers for tools are almost totally price-insensitive (it's a tiny part of the tool and machining cost) and there are no substitutes. And you'd imagine military would also be totally price-insensitive too. And there are no substitutes.
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@NOC40 it is used in tools, where demand have all but evaporated. but defence expenditures is eating up the demand & then some, which in the short-term is absolute rocket fuel for the metal. Current spot is 2500, but a lot was sold at 3500 on Friday by someone VERY price insensitive.
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If we're on the brink of further escalation in the Middle East, the short-term upside for #tungsten will make the most fervent of bulls blush.
At least we can make sure our portfolios outperform as the world goes even more mental.
GIF
Roger Zakheim@RogerZakheim
The U.S. Ammo Shortage Is Worse Than You Think wsj.com/opinion/the-u-…
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@PantexCap OK, put yourself in the position of the average Iranian. Would you go out and protest now?? Surely the most dangerous time in years to be out on the streets
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So Trump is just trying to force the hands of the Iranian people to depose the IRGC right? The threat is to them, rise up or live in darkness?
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CEO of J D Wetherspoon, Tim Martin outlining just how bad things have been made for UK businesses.
"As previously indicated, increases in national insurance and labour rates will result in cost increases of approximately £60 million per annum, and non-commodity energy costs will add £7 million. The 'Extended Producer Responsibility' tax, a levy on packaging will cost £2.4 million in the current year, an increase of £1.6 million. These cost increases will undoubtedly add to underlying inflation in the UK economy, although Wetherspoon, as always, will endeavour to keep price increases to a minimum.
"There is clearly considerable pressure on consumer finances, combined with higher taxes, wages and energy costs for the hospitality industry. This may result in profits that are slightly below current market expectations. The forecast for year-end net debt remains unchanged."
#JDW
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Cassandra yawning retweetledi
12+ years of energy crisis in the EU, but hey, building #nuclear takes too long. lmfao
jck✨@Alea_
🛑🛑🛑 QATAR LNG REPAIRS TO TAKE UP TO FIVE YEARS, COST $20 BILLION IN LOST REVENUE, CRIPPLE CHINESE SUPPLY
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@DarioCpx @SpecialSitsNews Tell me you don't understand UK pension funds without telling me you don't understand UK pension funds. Clue: assets down, liabilities down more. Plus pension funds were fine with Truss, it was the LDI funds that had issues
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@SpecialSitsNews In this scenario the BOE will nuke the UK pension funds again….
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Traders fully price three rounds of Bank of England (BoE) quarter-point hikes this year...
GIF
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