osuciu72 retweetledi
osuciu72
37 posts
osuciu72 retweetledi
Loved this conversation with @profgalloway on human nature, basic income, the corruption of power & much more podcasts.apple.com/us/podcast/con…
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@amc_ap3 Hello, our devs are currently investigating reports of sporadic issues with the tos web platform this morning, and are working to get this resolved as quickly as possible. We apologize for any inconvenience, and would like to thank you for your patience. ^ZS
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A 401(k) is a popular way to save for retirement, but it isn’t the only way.
Looking to learn more about other options out there?
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@RajeshRazdan @elonmusk Make Twitter a public service non-profit supported by subscriptions, sponsors, donations. Yes take the ads out. Let @PBS or maybe Craigslist @craignewmark run it :)
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.@elonmusk perhaps worth exploring potential for vertical services on twitter platform, such as customer service for brands. I’m sure users would love to close the loop on such 👇🏼conversations without leaving twtr
GO FIRST@GoFirstairways
@RajeshRazdan Hi Rajesh, we thank you for reaching out to us and we are with you in your time of need. Kindly share your PNR, contact number and email ID via DM so our team can take a look. twitter.com/messages/compo…
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osuciu72 retweetledi
“Pelosi’s visit was a step in a process transforming a war over Taiwan from a remote likelihood to a real risk that should worry the world,” writes @MichaelSchuman: on.theatln.tc/TSyPk0N
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Yes - "..Combined with bolstered European defense spending, that means the U.S. may have a freer hand to accelerate its long-term shift toward China.."
@PeterZeihan @ianbremmer @adam_tooze @George_Friedman
bloomberg.com/news/articles/…
osuciu72@osuciu72
@PeterZeihan could this actually help with the US pivot to Asia?.. "[Germany] will soon become the biggest military power in Europe and the third biggest in the world - behind only China and the United States." bbc.com/news/world-eur…
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@PeterZeihan could this actually help with the US pivot to Asia?..
"[Germany] will soon become the biggest military power in Europe and the third biggest in the world - behind only China and the United States."
bbc.com/news/world-eur…
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@BachmannRudi @max__hsr @adam_tooze @MSchularick @ben_moll @ProfSteveKeen @christianbaye13 @APeichl @makro_philip how concerned should russia be, now that germany seems serious about tackling energy sanctions methodically and is looking at econometric studies like these?..
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@max__hsr @adam_tooze @MSchularick @ben_moll @ProfSteveKeen @christianbaye13 @APeichl Hier @makro_philip erklaert es ganz gut, um was es ihm Kern geht:
twitter.com/makro_philip/s…
Philip Jung@makro_philip
Punchline ist nicht Kostenschätzer, (3% ohne weitere Verwerfungen dh eher 5%) sondern wir so oder so schnell investieren müssen: „Wenn Russland maximalen Schaden anrichten will, dann würde es zu Beginn der Heizperiode überraschend die Gaslieferungen einstellen.“ schönes Interview
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How much would a boycott of Russian energy cost the German economy? A team including @BachmannRudi @MSchularick @ben_moll et al ran a big model and triggered an important debate.
Chartbook #97 takes stock of 1st round.
adamtooze.substack.com/p/chartbook-97…
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osuciu72 retweetledi
By far, the best Russian literature masterpiece is "Special Operation and Peace" by Leo Tolstoy
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@wolf_vukovic @perfiliev geopolitical concerns, economic concerns, all that merges into "power". real world relationships can be more complex than one single factor. but yes, how do you deal with a bully? maybe this war was unavoidable
cato.org/commentary/nat…
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@perfiliev Excellent!
Came to a similar conclusion yesterday (minus your niche knowledge on the strategic importance of Ukraine)
Vuk Vukovic@wolf_vukovic
M. Thatcher once said: “being powerful is like being a lady. If you have to tell people you are, you aren’t.” Consider this in the context of Vladimir Putin. Consider it in the context of a man trapped in his own golden cage. 👇
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I thought it was clear by now that this war is not about NATO or Russia's security concerns.
Yet, I still see many comments saying that it is.
Let me clarify a few things.
This war is based on Putin's struggle to remain in power.
NATO is just an excuse.
Here is why 👇🧵
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osuciu72 retweetledi
Are we on the brink of all out financial war with Russia? Chartbook #87 just dropped. An effort to take stock of the sanctions debate the last few days. H/t to @edwardfishman @SonyKapoor @GeneralTheorist and many more!
adamtooze.substack.com/p/chartbook-87…
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osuciu72 retweetledi
Losing followers by the hundreds.
Must've lost >1,000 since I started tweeting about 🇺🇦
If you're reading this, thank you for still being with me 🙏
Once this nightmare is over we'll get back to stocks, options and other fun things 📈📉
For now, I just can't keep quiet. 💛💙
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osuciu72 retweetledi
BREAKING: RUSSIA SURPRISES EVERYONE AND STARTS UKRAINE INVASION IN THE METAVERSE
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@jayreid99 If investors own lots of puts right now, that's more bullish than if they don't own lots of puts right now.
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When investors buy puts, but the underlying doesn't violently go down, those puts decay.
When those puts decay (charm, vanna, vol rolldown), dealers incrementally buy back their short position (their delta hedge) in the underlying.
This is how the S&P 500 works.
SqueezeMetrics@SqueezeMetrics
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What if the markets of the 1970s played out again?
Here are assets ranked from best to worst, real returns, 1973-1981:
Gold
Emerging stocks
Commodities (GSCI)
US small caps
TIPS
---- (below here negative returns)
TBills
Foreign stocks
REITs
Corporates
US stocks
Bonds
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