Ted Saunders

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Ted Saunders

Ted Saunders

@tfsaunders

Headhunter,global macro,open-minded,curious

Ridgefield, CT Katılım Şubat 2012
5.7K Takip Edilen869 Takipçiler
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: China’s central bank bought +8 tonnes of gold in April, the most since December 2024. This follows +5 tonnes acquired in March, the 2nd-largest two-month addition since Q1 2024. This also marks their 18th consecutive monthly purchase, bringing total official holdings up to a record 2,322 tonnes. Year-to-date, China’s central bank has bought +15 tonnes of gold, on track for its biggest annual purchase since 2023. Since 2022, the country has officially increased its gold holdings by +372 tonnes, or +19%, making China one of the strongest gold buyers in the world. China is buying the dip in gold.
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Scott Lincicome
Scott Lincicome@scottlincicome·
Per new MARAD data released today, we're now up to 35 non-JA voyages between US ports in just a few weeks - and months left to go. A brave new world, folks. A brave new world. 🧵
Scott Lincicome@scottlincicome

🚨 My new @opinion column explains how the Trump administration's lengthy waiver of the Jones Act implodes many of the law's common security & economic defenses - and finally gives critics the data to prove it: /1

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Javier Blas
Javier Blas@JavierBlas·
🚨🚨🚨🚨FULL STATEMENT: UAE says it's leaving the OPEC oil cartel from May 1. "... Following its exit, the UAE will continue to act responsibly, bringing additional production to market in a gradual and measured manner, aligned with demand and market conditions..."
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Joumanna Nasr Bercetche
Joumanna Nasr Bercetche@JoumannaTV·
The opposite of de-dollarization The USD's portion of international transactions rose to a record 51.1% in March, up from 49.2% a month earlier, according to the latest data compiled by global financial messaging service Swift
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The Bitcoin Historian
The Bitcoin Historian@pete_rizzo_·
$300 BILLION IBM ANNOUNCES LIVE ON BLOOMBERG IT WILL LAUNCH A #BITCOIN AND CRYPTO WALLET FOR INSTITUTIONS IT WORKS WITH 97 OF THE TOP 100 BANKS BTC IS GOING MAINSTREAM 🚀
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Bitcoin Magazine
Bitcoin Magazine@BitcoinMagazine·
JUST IN: $12 trillion Charles Schwab releases educational video on Bitcoin and risk management 👀 They're launching direct BTC trading "in the coming weeks" 🚀
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TFTC
TFTC@TFTC21·
JPMorgan and Goldman Sachs are now offering hedge funds ways to short the $1.8 trillion private credit market. They've assembled baskets of companies with exposure, alt managers, BDCs, and lenders tied to private credit. This isn't speculation. These are structured products designed to bet against an entire sector. Private credit defaults hit a record 9.2% in late 2025. Blackstone's $82 billion flagship credit fund saw $6.5 billion in redemption requests in Q1. BlackRock had to cap withdrawals after requests hit 9.3% of its HPS fund. Morgan Stanley and Cliffwater are also gating redemptions. JPMorgan already started marking down software-related loans in private credit portfolios. When the banks that lend to these funds start cutting the value of the collateral, it forces deleveraging at the worst possible time. US banks have lent nearly $300 billion to private credit providers. The exposure is not contained. Goldman's own data shows hedge funds are "aggressively shorting" financial stocks, the most-sold sector of the year. Financials are down 11% on the S&P. The same banks that helped build the private credit boom are now building the tools to bet against it. If that sounds familiar, it should.
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トレンドを深堀り
トレンドを深堀り@singaporetweet2·
@GoldTelegraph_ The benefits Iran can gain from conducting crude oil transactions in Chinese yuan instead of US dollars, and the impact on the United States, China, and other countries around the world.
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