Visual Economics Podcast
2.4K posts

Visual Economics Podcast
@visualEconomix
Visual Economics delivers authoritative insight on global financial markets, technology, and AI. distilling complexity into clarity for today’s leaders.
New york City Katılım Nisan 2015
5.3K Takip Edilen547 Takipçiler

@BillAckman Certainly investors can see right through it. Not worth it
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Goods spending plunges 7% as Americans shift cash to travel, concerts, and GLP-1s. Bridal shops demand 'Ozempic waivers' — gowns don't fit by the big day. Quarter-cow bulk buys surge. Energy inflation hits 67%. The 'stuff' era is over. #ConsumerTrends #GLP1 #Inflation #UAE #Dubai

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Oil jumps 4% to $108.85 on Iran fears; Strait of Hormuz risk. Beijing blocks Meta's $2bn Manus deal. MSFT-OpenAI loosen ties. Yields 4.32%. Airlines cut flights as fuel hits 35% of revenue. Nikkei +1.38%, S&P flat, FTSE -0.56%. #Geopolitics #iranWar #AI #Markets #Dubai

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S&P flat, Nikkei +1.38%, gold drops. Oil spikes: Brent $108.85 on Iran fears, jet fuel costs hit airlines. Beijing blocks Meta’s $2bn Manus deal; MSFT-OpenAI unwind. Oracle $14bn for AI infra. Data centers face rural backlash over water (40K gal/day). #Geopolitics #Energy #AI

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@EliseStefanik @NYflightguy @realDonaldTrump @WhiteHouse Oh you useless peddler, so is this what you were doing ? Selling more lies about supposed research, that you used ChatGPT to write for you
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Fragile truce. Volatile crude. Wall St rallies on temporary calm. But the real story is systemic: AI reshaping power, climate eroding coasts & margins, biology dictating drug efficacy. April 2026 isn't a news cycle. It's a warning shot. #Geopolitics #Markets #FutureOfEverything

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April 2026: Fragile US-Iran ceasefire masks oil volatility. Wall Street rallies on a breath. Yet deeper currents move: AI's advance, climate's ledger, genetic weight-loss precision. The architecture of risk is shifting. #Geopolitics #EnergyCrisis #FutureTrends

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Claude Mythos Preview: Available in private preview on Vertex AI @googlecloud cloud.google.com/blog/products/…
Français

The ceasefire is a flickering illusion. Rubble still settles in Lebanon while missiles arc through the air, yet the Dow only sees a risk premium vanishing. The war hasn't paused,it's just been repriced for Wall Street's comfort. #IranUSWar #GeopoliticalRisk #Markets #MiddleEast

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The ink on the Iran-US détente is barely dry, yet the ceasefire teeters; bombs still rain on Lebanon as Washington and Tehran posture. Meanwhile, Wall Street breathes a sigh of relief, rallying on fragile hopes. #IranUSWar #MiddleEastCrisis #Geopolitics #StockMarket

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Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.
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@heyrimsha And what exactly are we going to do with this so called TPU
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@quantscience_ It’s a joke, an amateur software
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@larry_kudlow Shut it old man. You should be in a retirement home
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Investors should sell oil and buy stocks (preferably the broad-based index) and hold it for 100 years. My message to self-seeking bears is: the U.S. is going to take control of Hormuz, which will settle down oil markets and it's not gonna take much longer.
foxbusiness.com/video/63918782… #FoxBusiness
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Visual Economics Podcast retweetledi

❝Switzerland ordered some Tomahawks years ago. Now the US said they can't deliver them.
So Switzerland said then we won't pay.
The US have now seized the funds we paid for the F-35s (which we probably won't get as well) instead.❞
"Trust in the USA is suffering"
The development has been poorly received in parliament. "It's infuriating when we halt payments and then the money is simply diverted,"
srf.ch/news/schweiz/z… via @srfnews
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The world is hanging on a fragile diplomatic breakthrough. Longtime rivals face a choice: de-escalate at the table, or risk a conflict with global consequences. Hope nothing catastrophic happens this weekend
#Iran #MiddleEast #Geopolitics #GlobalMarkets #Israel #GCC #Dubai


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Visual Economics Podcast retweetledi

MARKET RECAP 📉 What a wild month, the S&P 500 has now lost $4.5 TRILLION in market cap within the last 30 days, dropping 7.4% and on pace for worst month since 2022 😳
What the heck is going on?!? Let’s talk about it 🗣️
Peter Tuchman@EinsteinoWallSt
THE S&P 500 HAS LOST AROUND $3.7 TRILLION IN MARKET CAP WITHIN THE LAST 30 DAYS (-6.4%) 😳
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