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Kaius
745 posts
Incoming reports of Russian security services looking for a number of men from Ingushetia suspected of today’s deadly terror attack in Moscow
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@PauloMacro english.aawsat.com/world/4899466-…… US intelligence is still THE best!
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Man are we in for a parade of really bad takes this weekend on Russia. Probably best to stay off twitter for 48-72 hours
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@RBAdvisors Enter european debt crisis into that chart when 10T€ eu sovr debt wanted to switch into GER 2T€ debt market during that time.
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If #debt ratings changes don’t matter, then why are there debt ratings? Of course, they matter. They matter for companies, for municipalities, and for governments.
Chart 2 from our latest insight: bit.ly/3DVKP4o
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@TheStalwart if you relate that to attention economy (screen time market share), then android controls some 70% of the mobile screens, add chrome. Eventually the one who controls the eyeballs, can control the whole eco?
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What's a good thing to read on how, exactly, a company like $GOOGL is going to make money from AI?
I mean sure it's going to have a good chatbot eventually. But like in terms of revenue, how that will compare to traditional search revenue etc. What are some estimates?
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@kevinmuir @Michigandolf fun fact, Ivar Kreuger's listed company (Swedish Match) was taken over by Philip Morris last year.
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@Michigandolf Not a true trading book, but most of the good ones have already been picked, so I will share a book I just recently was made aware of (thanks to whoever suggested it to me!).
The Match King
And yeah, I think it's never been more relevant.
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1st: name one book
2nd: nominate 6 others
I nominate @Will_DeCotiis @deerpointmacro @agnostoxxx @BradMunchen @stevehouf @UrbanKaoboy
marc rich had competition for biggest badass commodity tradooor
sophie@netcapgirl
1st: name one book 2nd: nominate 6 others I nominate: @tolstoybb @TheAnnaGat @Citrini7 @concodanomics @morganhousel @paularambles One of my favorites from the past couple years:
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@fmajzoub1 @joshyoung it's even 70$/mmbtu in EU already for feb contract. tradingview.com/x/snjDSbSy/
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@joshyoung US LNG delivered cost per MMBTU
US Henry Hub prices+ Liquifcation cost+shipping Asia+gasification
9.43+2+3+0.5=$14.93
Compared with Asian deliverd Spot.around $45/MMBTU
Vs TTF European delivered LNG around $65/MMBTU
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@themacrotourist YCA is trading at ca 10% discount to uranium spot (52). Less liquid thou (10mcad per day).
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Read all the replies before you’re convinced you know the answer. Best comment; “Jfc - now how am I going to sleep tonight?”
Ryan Nixon@NewYorkNixon
My mates and I are having the STUPIDEST debate... And I am here for it. Do you think there are more doors or wheels in the world?
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@HauserDougie @hkuppy That's exactly the point that banks have sold the duration to CBs. There has been zero incentive to buy duration at those neg yields by the banks.
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@PineconePremium that could be an opportunity as well, US export ban would be the most probable policy mistake, for that you can be short wti and long brent. spread will go nuts on that.
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@themacrotourist Journalism is still arguing that it's non-event b/c trade was not epic profitable.. but from optics point of view.. your point is even more valid, Jpow is done! U just don't trade between FOMC and minutes in that seat.
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@hkuppy was the catalyst for me picking up $BTC and $GBTC last year. No one understands event driven like him and that’s why I’m annual @KEDM_COM subscriber.
Kuppy's Korner@kuppyskorner
The New GBTC... adventuresincapitalism.com/2021/09/02/the…
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@DonutShorts Isn’t it easier to just join some fukwit religion that hates the vax?? Then you can still enjoy steak...
Rincón, Puerto Rico 🇺🇸 English
This appears legit, but from across the pond seems to border on parody.
Can someone from the UK confirm this as real?
The Telegraph@Telegraph
🌱Vegans will be exempt from compulsory Covid-19 vaccines in the workplace. 🔒It comes after a tribunal last year ruled ethical veganism to be a protected belief Thread 👇 telegraph.co.uk/business/2021/…
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