@spotgamma @NickADobos Boomers and older Gen X… hence the high income household.
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Ayesha Tariq, CFA
33.1K posts
Ayesha Tariq, CFA
@AyeshaTariq
Mother | I analyze macro, markets & companies to find investments | There's always a story behind the numbers | https://t.co/ZIChZ8FM75 🪐🧩
Katılım Haziran 2009
946 Takip Edilen56.9K Takipçiler
Claude is winning because rich people are providing the training data
Poor meta has to train AI with the peasants of the internet
Long term this will have fascinating outcomes and personality style differences as people put feedback into the system
Epoch AI@EpochAIResearch
80% of US adults who report using Claude in the previous week live in households earning $100,000 or more a year, compared to 37% of Meta AI users. Other major providers cluster in a relatively narrow band, with 56–64% of users in $100,000+ households.
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@BrandonVanZee I wouldn’t. It’s a tough choice for me… but I end up listening Kurt’s version more often. So there is that. 🫢
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After careful consideration, I’ve come to the conclusion that Nirvana’s cover of “The Man Who Sold The World” is superior to Bowie’s original. Don’t @ me. 🎸
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Ayesha Tariq, CFA retweetledi
GS: Oil output from Persian Gulf nations has been running 14.5 million barrels a day below pre-war levels this month.
The region-wide total is 57% lower than before the outbreak of the Iran war, analysts including Daan Struyven said in an April 23 note. A possible restoration would likely take “a few months,” a scenario based on a full-and-safe reopening of the Strait of Hormuz and no renewed strikes, they said.
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US home prices are now almost 5x the household income.
p.s. I couldn’t find a source for this chart, so please tag if you have it.
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Fertilizer prices are increasing because of the blockade at the Strait of Hormuz.
The burden falls on many of the world’s developing countries - places where the increase in food prices could lead to people going hungry.
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Ayesha Tariq, CFA retweetledi
If your wage isn't keeping pace with inflation, you really have to start to wonder why that is.
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Ayesha Tariq, CFA retweetledi
To prepare for the possibility of running out of oil storage space at Kharg Island, Iran has brought NASHA (9079107) out of retirement. She's a 30yo VLCC that's been anchored empty for the past few years; currently spending 4 days on a trip that should take 1.5–2 days. #OOTT
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Ayesha Tariq, CFA retweetledi
Now Iran is denying that Speaker Ghalibaf resigned. 🤡
Markets & Mayhem@Mayhem4Markets
Rumors are circulating that the IRGC may have arrested and detained Speaker Ghalibaf as a part of seizing more power in Iran. If so, that would strongly suggest that we may see a re-escalation of kinetic tensions between Israel, the US and Iran. As a result, risk is being repriced.
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@J_Irving_R I know Enphase is solid but I don't know enough about Fluence, and for Tesla, this is just one part of their business.
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@J_Irving_R Fluence, Enphase... and Tesla, all have exposure to this.
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Morgan Stanley sees the next big opportunity in Energy Storage when it comes to AI power plays.
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Ayesha Tariq, CFA retweetledi
Rumors are circulating that the IRGC may have arrested and detained Speaker Ghalibaf as a part of seizing more power in Iran.
If so, that would strongly suggest that we may see a re-escalation of kinetic tensions between Israel, the US and Iran.
As a result, risk is being repriced.
Markets & Mayhem@Mayhem4Markets
Friends, I am saddened to share some disappointing news with you. Iran's Parliament Speaker Ghalibaf has apparently resigned from his position. One of the most entertaining meme warriors of our era (or whomever he hired) is gone. May his legacy live on in infamy and hilarity.
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@FrontRowBrian "Flexible Power – The Next Wave of Growth in AI" - published Mar 17, 2026 under Morgan Stanley's Global Insight series.
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@AyeshaTariq what report is this screenshot from? would like to earch it. thank you
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@AyeshaTariq Whatever you do, ignore the metals required to so all things. None of this is happening without copper, silver, and steel. NONE OF IT. AI is OVER without it.
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Ayesha Tariq, CFA retweetledi
The most remarkable part about this plot twist is that it could happen quite a bit more.
Just wait until inference providers start switching away from subsidized plans to charging for Tokens-as-a-Service.
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Great question. SWIFT is still the primary for international USD transactions. So this chart is relevant from that perspective. But you’re also on to something when you say usage may be falling. That’s because other currencies may use alternative systems. China, for example, has an interbank system for yuan settlements.
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@AyeshaTariq Could it also be interpreted to mean that global Swift usage is falling, but that the US continues to use it? Is there any evidence one way or the other on that?
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What happens when the world’s most demanded commodities are priced in dollars… and prices are going up?
This chart is likely to go higher. Anecdotally, many Asian countries are buying LNG and crude in the spot market at higher prices. But the payments come due in 1-2 months.
This is also a cause for massive concern for countries that have thin dollar reserves.
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Bad move by the @BangkoSentral to raise rates in a clearly deteriorating economic environment. Inflationary pressure is coming from an energy supply shock that is already sapping demand while cutting household spending power at the knees. Raising rates will only make matters worse at this point. We are heading into a recession as past policy missteps have almost guaranteed the country’s fate. Higher rates will only hasten the downturn and potentially make the impact worse than it should be.
Bangko Sentral@BangkoSentral
BSP raises target RRP by 25 basis points to 4.5%
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@BrianTycangco I thought we’d established that Central Bank hikes shouldn’t be the default for commodity shocks. It’s a course of action when inflation starts to show signs of becoming entrenched.
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Ayesha Tariq, CFA retweetledi
Polymarket Odds of 'peace deal' by May 31 have dropped to 38% after reaching a peak of 65% last week on 'Strait is Open' day
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