hidflect

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hidflect

hidflect

@hidflect

Couch hardened.

Oz Katılım Aralık 2016
1.4K Takip Edilen3K Takipçiler
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Collingwood 🇬🇧
Collingwood 🇬🇧@admcollingwood·
Cascade effects starting. Oil producers and refiners (into diesel, petrol, jet fuel, kerosine, bitumen, naptha, etc) will also start restricting exports where doing so would protect their own populations and industries from the storm. This will accelerate pain transmission.
🇨🇳 Red Oracle@cn_redoracle

🚨🚨🚨 CHINA STOPPED ALL FERTILIZER EXPORTS. HERE IS EVERY COUNTRY THAT IS SCREWED. 🚨🚨🚨 This is not a drill. Bloomberg confirmed it March 16, 2026. 🇦🇺 Australia — 80% of urea comes from China. Fully exposed. 🇮🇳 India — top phosphate importer from China. 1.4 billion people. Screwed. 🇮🇩 Indonesia — 270 million people depend on Chinese urea for rice production. 🇻🇳 Vietnam — rice production needs urea. Most comes from China. No backup plan. 🇹🇭 Thailand — same. Southeast Asia's rice supply chain is breaking right now. 🇧🇩 Bangladesh — one of the world's most food-insecure nations. Phosphate supply just stopped. 🇵🇰 Pakistan — already under economic stress. Fertilizer shortage hits at the worst time. 🇲🇳 Mongolia — 98% of fertilizer supply was already restricted. Now it is 100%. 🇳🇮 Nicaragua — 80% of supply gone in previous controls. Another hit on top of that. 🇪🇨 Ecuador — 74% exposed in last crisis. Now facing it again with no reserves. 🇨🇮 Côte d'Ivoire — 63% of supply hit last time. Cut fertilizer use. Crops fell. 🇺🇸 United States — spring planting happening NOW. Urea up 14%, UAN28 up 31%. 🇨🇦 Canada — spring planting also threatened. Fertilizer shortages confirmed. 🇰🇪 Kenya — fell hard in 2022. No buffer. Hit again. 🇿🇦 South Africa — cut fertilizer use in 2022 crisis. About to do it again. 14+ countries exposed. 1 country made the decision. And that country stocked up its own reserves BEFORE making this move. Follow for more before the algorithm buries this.

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hidflect
hidflect@hidflect·
@OldMateEngineer Herds of 2.4 ton Prado's clad in "Rental Car White" still idling in bumper-to-bumper traffic for an hour watching the buses and trains blow past them...
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Old Mate Engineer
Old Mate Engineer@OldMateEngineer·
Can confirm, people still mad maxing down the princess fwy like diesel is still $1.27
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hidflect
hidflect@hidflect·
I always wonder... who TF was buying here?
hidflect tweet media
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Digital Marketing Curmudgeon
@TukiFromKL @hidflect It was always a massive delusion to anyone with a modest understanding of the tech. Just like with crypto, it was pumped with nothing but pure fomo in an increasingly scary world.
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Tuki
Tuki@TukiFromKL·
🚨 Let me tell you why this Goldman Sachs headline is the most dangerous one you'll read today.. Companies spent $450 billion on AI last year.. fired tens of thousands of people to "restructure around AI".. replaced entire departments with chatbots.. And Goldman Sachs just said it contributed basically zero to economic growth.. so where did the money go? > It went to Nvidia.. $130 billion in GPU sales.. Jensen is the only man on earth who got rich from AI that hasn't produced anything yet.. > It went to stock buybacks.. companies fired people, cut costs, reported "record profits" and bought back their own shares.. the money went UP not OUT.. Jesus! > It went to a bubble.. the same way crypto money went to Lamborghinis and not infrastructure.. AI money is going to valuations and not productivity.. here's the part that should terrify you.. They already fired the people.. Atlassian 1,600.. Meta 21,000.. Block 40%.. Amazon warehouses.. the jobs are already gone.. But the growth didn't come.. the productivity didn't come.. the revenue didn't come.. they burned the village to build a city that doesn't exist yet.. and Goldman Sachs just looked at the empty lot and said "there's nothing here"
unusual_whales@unusual_whales

"Massive investment in AI contributed basically zero to US economic growth last year," per Goldman Sachs

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Peter Strachan
Peter Strachan@Peter_Strachan·
The impact of the immigration cuts on Canada’s rental market has been stunning. Rentals.ca this month reported that the average asking rent in Canada has fallen for 17 consecutive months to a 33-month low, down 7.8% from its May 2024 peak macrobusiness.com.au/2026/03/canadi…
Peter Strachan tweet media
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JustDario 🏊‍♂️
If I am right, gold, silver, and US Treasuries will stop being dumped in the moment the GCC imposes strict capital controls. However, that will be the death kiss to all their ambitions of becoming an international financial center, even if it will save their financial system
JustDario 🏊‍♂️@DarioCpx

My gut feeling about a liquidity crisis spreading in the Middle East banking system being the cause of heavy gold and silver selling is stronger and stronger

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Tyler
Tyler@TylerDurden·
I’m currently in Viet Nam and rumours on the street is they have almost run out of fuel. 40% increase in price overnight. They asked China to lend them jet fuel and they’ve said no.
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hidflect@hidflect·
@LizAnnSonders Such a yo-yo graph. One would expect more of a trend to show up.
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
Mortgage applications sank by 10.9% last week (worst since last September) as mortgage rates backed up to their highest level so far of 2026
Liz Ann Sonders tweet media
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alex
alex@flyalex666·
@hidflect On February 28th I posted about "Operation Epic Fury vs Operation Epic Fubar ". I'm beginning to think about the second name.
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BowTiedStocks
BowTiedStocks@bowtiedstocks·
$GYG.AX Guzman Gomez - the answer to this is a resounding 'no' And you would have to be awfully naive to even ask the question But - retail bagholders will soak this stupidity up...
BowTiedStocks tweet media
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hidflect@hidflect·
@Citrini7 Picking up pennies in front of the steamroller. Now the hem of their jackets got caught.
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Citrini
Citrini@Citrini7·
I can’t really see the scenario where stocks don’t go lower in the near term. Maybe that’s s bull case? Market has been so desperate for a taco people have been making their own and forgot that in an actual war both sides have to agree to end it (or one has to surrender). They’re going to figure that out eventually. The Fed’s cutting cycle is on its way to being completely priced out. 2 weeks ago, SOFR Z7 was 75bps lower than March 2026. Now it’s down to 25bps and IOR is comfortably above 2yr (meaning reserve managers are not buying the dip on the expectation the cutting cycle continues). If NFP is strong, it’ll wreck rates (at a time when financing has become increasingly important for the largest companies in the world) while if it’s weak I don’t think equities respond positively either. And this all is coming at a time when AI is maybe not good enough to convince companies to replace workers with machines while business goes along as usual, but certainly is good enough to have companies attempt to use it for roles they had to cut because of economic pressure and potentially find out they don’t need to hire that role back. It’s one thing to see some bearish scenarios and brush them off as priced in, that’s been a good strategy (most years have drawdowns of 10-15% routinely). But SPX is ~5% off all time highs…
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taobanker
taobanker@taobanker·
added back a bit of these before powell started speaking fwiw but didnt exactly stop the massive bleeding
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taobanker
taobanker@taobanker·
i sold my russell puts i have no hedge now
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