imn

373 posts

imn

imn

@imnblue

Katılım Aralık 2011
205 Takip Edilen14 Takipçiler
imn
imn@imnblue·
@_trish_xD Too much boiler plate code
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trish
trish@TrisH0x2A·
java is the most misunderstood language among ‘modern’ devs it’s wild how many never even touch it but have strong opinions either way what’s your actual experience with java?
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Rapid Response 47
Rapid Response 47@RapidResponse47·
.@NIHDirector_Jay: "What President Trump has done is a historic measure that should have been done a long time ago. What we're going to do is make sure that those prices become much closer to equal like a competitive market you would expect."
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amit
amit@amitisinvesting·
@blknoiz06 bonds cant be selling off when equities are selling off people buy bonds as a flight to quality when they dont want stocks if they dont want stocks, crypto, or bonds… something is broken. right now they are fleeing to gold which means people really think something is broken
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Ansem
Ansem@blknoiz06·
so bonds bad?
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imn
imn@imnblue·
@pdamodaran No explanation is needed, start a fire and claim credit for dialing 911 , a credit event was imminent that could have caused an even bigger crisis hence the rollback, if u think this all part of some big plan or 4d chess ,then enjoy the kool-aid
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Prakash
Prakash@pdamodaran·
@imnblue All for nothing? Even after I explained the full story to you last week, the reasons for this, and China was indeed the target.. You have such short memory of how and what happened with COVID.. I have zero interest in arguing or explaining anything for you.
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Dan Ives
Dan Ives@DivesTech·
The pressure on Trump took on a life of its own and the eye popping rise of the 10-year yield was ultimately too much to hold his line on the self-inflicted tariff slate unleashed at midnight. Now expect massive negotiations across the board-China the wild card for US tech sector
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imn@imnblue·
@pdamodaran @DivesTech All for nothing, imagine ppl who might have sold , dig a hole and fill it and claim credit, zero planning just scattershot policy, not good leadership, imagine if any one of us acted this way in real life, I bet insiders around him loaded up
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Prakash
Prakash@pdamodaran·
@DivesTech You had no clue Panican.. Just retire..
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imn
imn@imnblue·
@BillAckman U supported this guy even though you knew, couldn't stand to pitch in extra 2% in taxes , instead now take a hit of 20%+
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Bill Ackman
Bill Ackman@BillAckman·
Our stock market is down. Bond yields are up and the dollar is declining. These are not the markers of successful policy. I am receiving an increasing number of emails and texts from small business people I do business with or have invested in, expressing fear that they will not be able to pass on their increased costs to their customers and will suffer severely negative consequences. For example, I am invested in a start up that makes cold brew coffee. Here is an excerpt of an email from the founder sent prior to China tariffs doubling: “Despite our efforts to mitigate risk, the new tariffs have immediate and significant negative implications for our cost structure, and have the potential to compress our gross margin by 60%+. Coffee and glass bottles are the largest % of COGs, and will be impacted by the following newly levied tariffs: •50% increase in cost of glass bottles (sourced from China) •26% increase in cost of chai (sourced from India) •10% increase in cost of coffee (sourced from Ethiopia, Peru, and Canada)   These new coffee and glass bottle tariffs alone will add an estimated $1.53 of COGS/unit for our 32oz, reducing our gross profit by nearly 60% to a ~12% gross margin (from 30%). We are currently priced at the top of the range for our set and do not believe we have the ability to increase price to offset this impact in the near-term.   What is particularly concerning is the sudden and sweeping inclusion of coffee and tea in U.S. tariffs, reversing a long-standing precedent dating back to the McKinley Tariff of 1890, which removed duties on these essential commodities. The decision to apply a universal 10% tariff on all imports -- including those that have historically been exempt -- marks a dramatic shift in trade policy and presents an existential threat to Explorer Cold Brew and other specialty beverage producers.

Unlike many industries, there is no 'reshoring' solution for coffee. The U.S. simply does not grow coffee at commercial scale, and domestic tea production is virtually nonexistent. There is no viable domestic alternative in the short or the long term.

We remain steadfast in our commitment to navigating these challenges. We are actively evaluating all options -- supplier negotiations, cost engineering, strategic reformulations -- but the impact of this policy is real, material, and immediate.

We will continue to keep you informed with full transparency as we assess and respond to these developments. Your support and partnership remain invaluable as we work to safeguard Explorer’s future and continue building a brand rooted in quality, transparency, and innovation.

Please don’t hesitate to reach out with any questions or thoughts.” If you want to support Explorer Cold Brew, you can now find it at Whole Foods. A high quality cold brew available in varying degrees of caffeination for so long as it can survive. And this one from a company that designs and installs home audio and video solutions: “You wrote, “Almost no business can pass through an overnight massive increase in costs to their customers,” and I fear this could be devastating enough to put me out of business. Will my clients tolerate a near doubling of their contract costs overnight, or will they expect me to absorb the increases my vendors are already threatening? If clients resist price hikes and my employees demand higher wages to offset their rising cost of living, we end up in a lose-lose scenario—no spending and no jobs. While I understand you may not have time to respond, I hope that sharing the fears of a small business owner adds a tangible voice to the broader implications of your posts.” If the president doesn’t pause the effect of the tariffs soon, many small businesses will go bankrupt. Medium-sized businesses will be next. A 90-day pause will enable @realDonaldTrump to accomplish his objectives without destroying small businesses in the short term. May cooler heads prevail.
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imn
imn@imnblue·
@amitisinvesting All these billionaires deserve it , they worked against a reasonable option and went with crazy, now whining about it , all they had to do is pay little extra taxes to reduce deficits instead chose an option that caused a wipeout, penny wise billion foolish, morons
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amit
amit@amitisinvesting·
OH MY GOODNESS BILL ACKMAN IS PISSED 🍿🍿🍿🍿🍿
amit tweet media
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Jim Cramer says the stock market will crash another 20% from current levels.
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Science girl
Science girl@sciencegirl·
What improved your quality of life so much, you wish you did it sooner?
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imn
imn@imnblue·
@amitisinvesting Plz they r making it as they go along, there is no plan here like , it's like that series BSG just sounds cool , but no substance
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amit
amit@amitisinvesting·
oh my goodness. oh. my. freaking. goodness. DONALD TRUMP JUST REPOSTED THE FOLLOWING VIDEO ON TRUTH SOCIAL ⬇️ This repost is an OFFICIAL confirmation that he agrees with the theory below, which is to crash the stock market in order to lower bond yields. The video quite literally starts off with "why Donald Trump is crashing the stock market," and mentions that Trump is playing "4D Chess," which now seems like an idea that he is endorsing.
amit@amitisinvesting

WHY DONALD TRUMP WANTS THE MARKET TO CRASH ….in the short term ⬇️ This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market. Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out: 1. We have $7T of debt we need to pay in the next 6 months…if we don’t pay it, we’ll have to refinance. 2. The Trump admin does NOT want to refinance at a 4%+ rate…the 10yr at one point this year was 4.8%. 3. How do you get the 10yr to come down? Markets need to show weakness in growth, DOGE has to be perceived as actually working, interest rates need to come down. The way to do that is to create massive uncertainties — aka tariffs — which can slow down growth in the short term, get the bond market to start BUYING bonds ASAP because of how scared they are of touching stocks (causing yields to fall which is what we need to refinance the debt) and then that gives the Fed the authority to lower rates which continues to bring yields down. So, although conventional wisdom says tariffs are inflationary and the 10yr should be spiking on more tariffs — it’s actually going down because its bringing so much uncertainly to equity markets that people are selling stocks and buying bonds! Which is exactly what the Trump administration wants to happen in the short term in order to bring refinancing costs down. Short term pain for long term gain?

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imn
imn@imnblue·
@Acyn Yeah its not fake only if they r on your side
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Acyn
Acyn@Acyn·
Musk: They are trying to stop the will of the people through judicial trickery. There’s a huge problem with activists who are politicians in judges robes. It’s undermining the integrity of the legal system. These fake judges should be ashamed
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imn
imn@imnblue·
@amitisinvesting A boy who cried wolf too many times , big risk is the rest of the world tires and moves on
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amit
amit@amitisinvesting·
TRUMP JUST NOW: "I AM OPEN TO NEGOTIATIONS ON TARIFFS IF WE GET SOME PHENOMENAL OFFERS." One of the reason the market is annoyed today is because 3 different White House officials explicitly said today that the tariffs are not up for negotiation. Now Trump says they are. Just more and more uncertainty that the market has no idea how to price in.
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imn
imn@imnblue·
@Jason This is gonna hit fixed income ppl hard , already reeling from high cost of living
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@jason
@jason@Jason·
Are there any notable finance individuals on X explaining why Trump's tariff strategy is brilliant -- or even savvy? Having a hard time finding Trump supporters who think this is a good idea.
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Vivek Sen
Vivek Sen@Vivek4real_·
ARK JUST BOUGHT $130 MILLION WORTH OF #BITCOIN BULLISH 🚀
Vivek Sen tweet media
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Kevin Naughton Jr.
Kevin Naughton Jr.@KevinNaughtonJr·
backend validation is pointless since you should have already validated the data on your frontend
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imn
imn@imnblue·
@thecavedaddy Billionaires can't game it , so won't pass
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Caveman 🇺🇸
Caveman 🇺🇸@thecavedaddy·
Why is everyone so against a flat tax for everyone ? 5% across the board, no tax codes to help someone cheat, nothing else. You just pay 5% whether you make $1000 or $10,000,000,000.
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imn
imn@imnblue·
@Acyn I agree on this , time for EU to stop harassing and milking innovative US companies, basically a racket at this point, they have regulated their own tech industry out of existence
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Acyn
Acyn@Acyn·
Trump: The European Union is very, very nasty. They sue our companies. Apple was forced to pay $16 billion on a case very much like my cases that I won. They’re taking billions out of American companies.. and I guess they’re using it to run Europe or something?
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imn
imn@imnblue·
@atrupar So the solution is to force consumers to buy American at a higher price, what happens to consumer spending which is large part of economy
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Aaron Rupar
Aaron Rupar@atrupar·
JD Vance: "We are not gonna do this anymore. We cannot run an economy where Americans borrow, go into debt to buy things that other people make for us. We're gonna make it in America. We have to."
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imn
imn@imnblue·
@pdamodaran It's danger authoritarian territory like Russia, trade deficits exist cause the US is the biggest consumer, u can't blame McDonald's for selling a burger to a fat guy , other countries don't over consume like us , but if u don't consume u get recession
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Prakash
Prakash@pdamodaran·
It is not even about free speech. The arguments on that particular case is only on what questions were answered/signed at the time of visa/gc/citizenship, and whether it was violated. iphones, manufactured anywhere has to follow the compliance, and data sovereignty here. Even that is stupid in many ways. There are probably 100s of other types of IOT devices already in-filtered with zero checks and data compliance.. Cars and robots are way more deadlier if gained access to. Should be self explanatory.
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Prakash
Prakash@pdamodaran·
From my prior posts, you will know I never blindly believed in the $TSLA thesis. I believed in the thesis, held a position, am still in green, but I was never emotionally invested in this company's success. In many ways, over the last couple of weeks, i am realizing how intertwined Tesla's success is with America's success. Or in other words whoever wants America to fail, wants Tesla also to fail. Evidence is right there in front of the eyes over the last couple of weeks. Well, that changes the equation on some things for me..Doing my small part with resuming a DCA on my Tesla position. Take me down, I am a little guy.
Prakash tweet media
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