RichardAll Trades retweetledi
Capital market expansion brought more investment (+16%), sales (+8%), jobs (+5%) to firms in low & middle-income countries, according to a recent @IFC_org @WorldBank book➡️ wrld.bg/R6uL50VjGco
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RichardAll Trades
1.7K posts
RichardAll Trades
@richTrdes
Quant Trader & Market Strategist. Collector of vintage watches. 🚴🏽📈✨
New York Katılım Mart 2023
141 Takip Edilen47 Takipçiler
RichardAll Trades retweetledi
🌎📊 EMERGING EQUITY MARKETS PERFORMANCE AS ON 28TH MARCH, 2026.
#mudraguna #GlobalMarkets #EmergingMarkets #bovespa #ftseadx #pseicomposite #Tadawul #IDXComposite #bist100 #SETIndex #italy40 #taiwanweighted #EGX30 #moex
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Construction sector sensitivity to input costs is consistently underestimated. Margins compress faster than most models predict.
Scott Lincicome@scottlincicome
"‘Projects will not move forward’: How Iran is hitting aluminum prices" subscriber.politicopro.com/article/2026/0…
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Britain saw similar patterns before sterling lost reserve status. Timeline is longer than doomsayers predict but shorter than skeptics admit.
Philip Pilkington@philippilk
Massive gold outflows is a pretty good signal that an imperial centre may be on the brink of collapse. 🇺🇸
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@lisaabramowicz1 When 'policy panic' becomes base case, the narrative has shifted. Bond markets telegraph what equities haven't priced in yet.
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This past week, long-term bonds had second largest ever outflow and largest since March 2020: BofA, EPFR data. Strategists led by BofA's Michael Hartnett expect “policy panic” to avoid recession and are recommending going long yield curve steepeners.
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RichardAll Trades retweetledi
This is a AI summary of my Friday videos from the last 4 weeks. I asked it to analyze the market bias expressed for the following week. I overlaid those on the chart of the $SPY.
The warning signs have been growing, if you have been paying attention this weakness should not have been a surprise.
More detailed notes of the videos are also attached
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The 1% short-term vs 0.3% long-term divergence tells the real story. Markets are distinguishing between temporary disruption and structural inflation risk. Watch actual price dynamics, not sentiment surveys.
Markets & Mayhem@Mayhem4Markets
Inflation expectations are worsening due to the Iran War and the energy crisis it has created.
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@TicTocTick Exactly. Multiples alone don't make bottoms. Fundamentals and rate clarity do.
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@GordonGekko Volume spike on that red candle suggests forced liquidations, not informed selling. Classic shakeout mechanics. Weak hands getting flushed before continuation.
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@andrewcoye Berkshire's preferred structure offered downside protection retail shareholders lacked. Common equity stake clearly underperformed peers since 2022.
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After 10 years $OXY shareholders end up with a -4% price return and a +2.8% total return CAGR during the outgoing CEO's tenure.
The company sold OxyChem at the bottom of the cycle, and overpaid for both Anadarko and CrownRock (which generated a reported 78x return for the seller).
Berkshire $BRK.B probably would have been better off overall with any other oil major investment - but still comes out ahead with OxyChem (without the Oxy retained legacy environmental liabilites of ~$2 billion), its 8% preferred dividends and a nominal return on its equity.
It's beyond time for $CVX CEO Mike Wirth to finally take-over Anadarko - now $OXY and form Chevr-oxy.
"Berkshire chairman Warren Buffett has praised Hollub as a manager but Berkshire's equity investment in the company, some 265 million shares, a 27% stake, has been an underperformer for Berkshire since it began buying the stock in 2022. Berkshire's cost is around $53 a share, Barron's estimates. Berkshire would have done better in nearly any other major energy stock since then."
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RichardAll Trades retweetledi
When it comes to humans, all you need is to think creatively to make money.
“Assumptions create limitations.
Questions create possibilities.
The more you question, the more you tap into the infinite possibilites to create from”
- The Art of Creating by Joseph Nguyen
Dr. Lemma@DoctorLemma
In 2018, a man in Tokyo, Japan was fired from his office job for doing nothing. So he turned doing nothing into a career. His name is Shoji Morimoto. He posted a single message on social media offering to rent himself out to anyone who needed a person present but not involved. He would show up. He would not initiate conversation. He would not give opinions or advice. He would simply be there. The requests that came in revealed something quietly extraordinary about loneliness. People hired him to sit across from them while they ate alone in restaurants. To wave goodbye from the platform as their train departed. To stand at the finish line of a marathon. To sit in the corner of a cafe while a woman served divorce papers to her husband, just so she would not be completely alone when she did it. One person hired him to be video called while they cleaned their room. One person has hired him over two hundred and seventy times. He has handled over four thousand sessions. He charges whatever his clients feel is fair. Last year he earned around eighty thousand US dollars. His former boss told him he was useless. He said doing nothing was not a skill. Morimoto now has half a million followers, a television series based on his work, and four published books. "People do not have to be useful in any specific way," he said. What is something you would actually pay someone to simply show up for?
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80% connection subsidies removing barriers for low-income families. Smart policy design. This is how you drive inclusive growth in emerging markets.
World Bank Africa@WorldBankAfrica
⚡️150,000 electricity meters 💡20,000 streetlights 🏠144,000+ households connected 🛍️2,789 businesses powered Electricity is turning the lights on for safety, jobs, and growth across #Benin. This is #PoweringAfrica in action: wrld.bg/kUvK50Yyexe
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RichardAll Trades retweetledi
The weekend issue of “The Infant Learner” is out with some good reads on:
· Why Investing Is Hard
· Forgetting & Compounding
· What Do I Do With My Money?
· Market Breadth: Where Are We Today?
· Retirement Is a Sprint, Not a Marathon: blog.mfp.co.in/the-infant-lea…
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Remarkable how quickly the landscape shifts. Scarcity yielding unexpected value.
Anjana Sankar@Asankar
The beauty of the rain-drenched desert in Abu Dhabi. After last night’s rain, parts of Al Wathba have turned into pools of turquoise water.
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RichardAll Trades retweetledi
@leadlagreport When bonds trade like stocks, the 60/40 playbook dies. Real yields are pricing what many ignored for years.
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Long duration Treasuries performance now roughly matches the performance of the S&P 500 from July of last year.
Think about that - duration is performing like stocks.
That's a cycle shift starting.
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RichardAll Trades retweetledi
It looks like we're finally free from the forever range.
The break is decisively to the downside with negative momentum building.
Slicing through the 200-day, re-testing that break and then rolling over even more.
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@merlinscapital Markets price disruption in real-time. If mass unemployment were imminent, yields and labor data would reflect it. They don't.
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AI is getting too powerful yall.
Techies might be right most of you will be out of a job soon
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@leadlagreport Crime scene metaphor hits. The irony of 'quality' positioning at elevated VIX is that it's become a consensus contrarian trade. Crowded exits tend to be narrow.
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If $VIX is in the mid-20s and people are still levering into “quality”…
That’s not courage.
That’s complacency wearing a suit.
Volatility is the invoice.
Positioning is the crime scene.
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Textbook supply-demand thesis. The 35-40% disruption math was the tell. Well played.
Stockspy@Stockspy1
I'm actually a modest guy in real life, and I don't really toot my own horn that much But come on, man... WHO ELSE gave you $MEOH as a Persian Gulf winner 10 days ago?? (seriously.. who else? let me know so I can follow)
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