Pedro de Noronha

1.1K posts

Pedro de Noronha

Pedro de Noronha

@NosterCapital

London based ex-M&A banker at Merrill Lynch. ex-Proprietary Trader at JP Morgan. Investment Analyst at Noster Capital since 2007.

Katılım Ağustos 2009
236 Takip Edilen520 Takipçiler
Pedro de Noronha
Pedro de Noronha@NosterCapital·
Dear ⁦@federalreserve⁩ please check on this term called “Fiscal Dominance” and whilst at it please check what the Budget Deficit as % of GDP and what Total Debt / GDP were back when Volcker did this. Then and now couldn’t be more different...
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@phongle @saylor Are you really comparing the sharpe ratio of a credit instrument with an equity? 😅😅🤦🏻‍♂️🤦🏻‍♂️
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@KobeissiLetter @wmiddelkoop Great. Once markets realise that the combined 400 millions barrels “political” release is only but 4 days of global demand, maybe then the men who control those algos will understand what’s going on.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US oil prices extend their reversal, now dropping below $100/barrel and up just +9% on the day. We are witnessing one of the biggest daily crude oil reversals in history.
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@SimplyBitcoin Why dont banks simply start payiny higher interest on deposits? Rather than keeping 98% of the interest for themselves. Here’s a pro business idea 😇
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Simply Bitcoin
Simply Bitcoin@SimplyBitcoin·
JUST IN: 🇺🇸 President Trump says, "The Genius Act is being threatened and undermined by the banks, and that is not acceptable." "Banks have been pushing back against crypto players paying rewards, they're warning clients could pull massive money out of deposit accounts in the traditional banking system to put them on crypto platforms." - FOX Business
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@LONGCONVEXITY Chamath is like most LLMs. They sound smart but don’t stand on their own when one digs deeper.
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Pedro de Noronha retweetledi
Mark W. Yusko - Two Point One Quadrillion
The rebranding of LLMs to AI is the greatest structural grift of our age Big players are rewarded for hype, obscuring failure & moving fast rather than building truly intelligent systems The real grift lies in marketing the technology as something it is not (sentient, reasoning, AGI) to extract capital from those who don't understand the technical limits of the systems, that they fail all definitions of intelligence
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@coinbureau The question you fail to answer is who bought those 3 billion? Strong hands are buying from macro tourists. Your headline suggests weakness, it ignores the other side.
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Coin Bureau
Coin Bureau@coinbureau·
🚨 BITCOIN ETFS KEEP DUMPING, $3B SOLD Spot Bitcoin ETFs saw another $318M sold last week, following a massive $2.82B exit over the prior two weeks. That takes total outflows this year to over $3.1B.
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@jemimajoanna Well you should. The level of misrepresentation and misinformation on your article even after 17yrs. Wow. Just one question: Are you paid not to understand it? The FT has become the sycophantic voice of the establishment. That is actually sad. It used to be a great newspaper.
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Payne Capital Management
Payne Capital Management@paynecmwealth·
“I don’t dislike gold investors… I feel sorry for them.” It’s a tough way to live — rooting for chaos so your shiny rock can sit there and “win.” ✨ Since 1980: $10K in gold → ~$90K $10K in the S&P 500 (with dividends reinvested) → ~$1.8M One sits on a shelf. The other builds companies, pays dividends, and compounds. Ep. 231 Payne Points of Wealth with @AJInsight and @RyanPaynePCM at BeBullish.com/231 or listen wherever you get your podcasts. #gold #stockmarket #wealthbuilding #smartmoney
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@QuintenFrancois What an ignorant headline 😅🤦🏻‍♂️. Its 1st level thinking in so many levels. Its actually funny
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Quinten | 048.eth
Quinten | 048.eth@QuintenFrancois·
Imagine buying 3% of the total $BTC supply over a timespan of 5 years, to be up only 3% on the investment. Damn.
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@Apple Considering buying an Android for the first time in 15 years after @Apple most recent iOS upgrade. What a disaster….
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Apple
Apple@Apple·
The wait is over. Introducing the new iPhone 17 Pro, iPhone Air, iPhone 17, Apple Watch Ultra 3, Apple Watch Series 11, Apple Watch SE 3, AirPods Pro 3, and more.
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Concerned Citizen
Concerned Citizen@BGatesIsaPyscho·
🇵🇹 Lisbon, Portugal, NYE Anyone else see the issue here?
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
Furthermore, substitution isnt easy, and isnt cheap…. If you ran any of those solar panel factories would you run the risk of reconfiguring all your manufacturing capacity to a commodity that is as scarce as silver, if not more? i wouldn’t. I would increase prices of my solar panels. Much simpler and more elegant solution. Especially when the whole industry will copy your price increase out of need…
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@abcampbell Great post. There’s just one important thing that you don’t say. You mention copper substitution (which is theoretically correct) but you make it sound as if the copper market was in a world of abundance. It isnt. It faces much of the same struggles as silver does… what gives?
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@DarioCpx Whoever did that Table made a mistake somewhere. Silver closed in Shanghai at $71.24 and not at $78…
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
@coinbureau Does that include the last 12 market crashes he predicted that didn’t materialise?
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Coin Bureau
Coin Bureau@coinbureau·
🚨 MICHAEL BURRY WARNS OF A MAJOR MARKET CRASH Prominent investor Michael Burry says U.S. stocks could fall worse than the 2000 dot-com bubble, citing AI-driven valuation excesses and passive investing risks. This would likely affect risk assets like crypto.
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Pedro de Noronha
Pedro de Noronha@NosterCapital·
Was going to recreate this chart to make sure this data is correct, its (unfortunately) not even close. Didn’t even need to recreate it to see it would be a very different graph. Last 5 times RSI broke under 30 were: 1) 26 feb 25 2) 6 sep 24 3) 5 aug 24 4) 5 jul 24 5) 24 jun 24 What am I missing? Because the trajectory of bitcoin after breaking below 30 is nothing like this chart suggests….
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Quinten | 048.eth
Quinten | 048.eth@QuintenFrancois·
Last 5 times Bitcoin was this oversold, price doubled within roughly three months 👀🚨
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