Discover and read the best of Twitter Threads about #Bloomberg

Most recents (24)

Has inflation peaked (for now)? zerohedge.com/economics/infl…
Cue: #bloomberg article on a high inflation city, citing expensive milk at gas stations 🤨
Will the CPI (US government inflation measure) print today be higher or lower than expectations?
Read 8 tweets
Headline: OPEC Kingpins Sound Alarm Over World’s Dwindling Energy Capacity

“I have never seen these things,” says Saudi oil minister

bloomberg.com/news/articles/…
Sounds like something from a @BisonInterests white paper last year bisoninterests.com/content/f/opec…
U.S. OFFICIALS ASKED BRAZIL'S PETROBRAS TO BOOST OIL OUTPUT BUT STATE-OWNED OIL FIRM SAID IT COULD NOT -SOURCES @DeItaone
Read 5 tweets
Wow that was fast. @BisonInterests white paper out Thursday on oil and gas producers swimming in cash, #Bloomberg article out Tuesday...
bloomberg.com/opinion/articl…
Here's the thread on this topic, remarkable overlap. Almost uncanny ...
And the quote that really stands out. Although they used 2008 and not 2014. We think 2014 is a better comp year for a lot of reasons, including more similar commodity prices, wasn't the year of a global financial crisis with weird distortions, etc Image
Read 5 tweets
#RussiaUkraine
Report from the #Azovmash factory in #Mariupol, which was one of the UKR strongholds in the city
#RussiaUkraine #Denazification #AzovRegiment
Senior Lieutenant Vitaly Gritsaenko, the deputy commander of "Azov" in Mariupol with call sign "Gogol" was killed Image
#RussiaUkraine
Near #Nikolaev as a result of shelling a factory and warehouses caught fire
The name of the company is not disclosed by the Ukrainian media.. The area effected by fire is 900 sq.m ImageImageImageImage
Read 92 tweets
Short thread of incorrect high conviction predictions regarding oil markets by "experts" and media personalities. If I miss one you think is relevant, please share it here and I'll review for inclusion. 🧵
1/ OPEC+ has their claimed spare capacity if not more. Ignore more than a year of quota over-compliance, and Occam's Razor higher production at higher prices, if capable. Capital One and Citibank analysts, their advocates, "experts" for hire and @eia, @iea, etc.
2/ Oil Demand has peaked or is peaking shortly. Ignore the long term trend of ~1% annual demand growth, primarily from emerging and frontier markets. Proponents included @JoeBiden administration officials, @CathieDWood, @GerberKawasaki, @RystadEnergy, @iea, #bloomberg and others.
Read 7 tweets
#Ukraine

1/17
The interview that Ukrainian oligarch Rinat #Akhmetov gave to #Bloomberg in writing is striking in its cynicism worthy of Dante's lower circle of hell. Image
2/17
#Akhmetov suddenly recalled the civilians of #Mariupol: 'They are dying of thirst and cold - this is #genocide.'

But it's no secret what really bothers this #oligarch.
3/17
System Capital Management Group is the majority shareholder of the #Azovstal steel plant in #Mariupol.
Read 17 tweets
"look at these people, wandering around with no idea what's about to happen" - Margin Call
This is a little how it felt with oil in November 2020. Vaccine roll out, Covid reopening, years of under investment in oil exploration and development. Oil was about to go nuts and almost no one knew 🛢️🚀📈
There was some coverage of this in March 2021, as it was just starting to get noticed.

#Bloomberg: “The scarier it is as a business, the better the investment prospects are," said Josh Young ... who seeks out dislocations in the energy equity markets bnnbloomberg.ca/oil-bulls-who-…
Read 5 tweets
Update #Ukraine
Im Überblick:
- auch ukr. Außenminister zweifelt am Minsker Abkommen,
- #Bloomberg meldet "versehentlich" Beginn der russ.Invasion,
- USA schicken Truppen nach Osteuropa und 85 Tonnen Geschosse an Kiew,
- rus. Eloka-Systeme arbeiten über Donbass.
Thread 👇
(1/19)
Nachdem es erst aus dem ukr. Sicherheitsrat verlautete, zieht nun auch der ukr. Außenminister nach.
Kuleba erklärte, die Minsker Vereinbarung könne in einigen (essentiellen) Punkten "aus Prinzip" nicht erfüllt werden.
Verhandlungen mit LDVR seien ausgeschlossen.
#Donbas
(2/19)
Es geht dabei zum einen um einen dauerhaften Sonderstatus für den #Donbass , der mehr Autonomie bekommen sollte.
Zum anderen müsse dieser Sonderstatus laut der Minsker Vereinbarung in einem Dialog mit Donbass-Vertretern ausgehandelt werden.
Beides lehnt Kiew nun offen ab.
(3/19)
Read 19 tweets
If there is the possibility of aliens existing in our Galaxy, they would be laughing at us in this moment, because they would observe how incapable we are of stopping all ridiculous things that are happening including wars we are waging #mythread
on #Russia #Ukraine #USA
#EU 1/1
#Baerbock calls for stable relations with #Russia but sees fundamental differences in frosty meeting with #Lavrov, stating Russian troop presence near #Ukraine had “no understandable reason” #Psaki says Russia could launch an attack in Ukraine “at any time”. 1/2
Baerbock opened dialogue by suggesting there is "no alternative to stable relations btw Moscow & Berlin”, confirming that she and the federal government want to continue to work on that. #FAZ 1/3
Read 20 tweets
#WallStreet split on #China’s recovery after the bubble burst - Thread

However, according to a report by #Bloomberg, the recent policies of the Chinese Government has caused a divergence between #China and other financial markets of the world.
As China is witnessing a major economic slump in 2021, major wall street giants such as JP Morgan are predicting a bull run in Chinese Stock Markets.
However, according to a report by Bloomberg, the recent policies of the Chinese Government has caused a divergence between China and other financial markets of the world.
Read 22 tweets
Des documents internes d'#Amazon révèlent ( comme de nbreux acteurs l'avaient déjà identifié ! ) que si les enceintes #audio #Echo pilotées par l'#IA #Alexa sont les plus achetées, leurs usages restent essentiellement cantonnés à 2 ou 3 fonctions :
1-L'#audio (flux/délinéarisé) Image
#music, #radio, #podcasts, #meteo, #InfoTrafic ...
2-La domotique (éclairages, caméras, minuteur, stores, prises...)
3- Alarmes
Ainsi les principales préoccupations des responsables de la division #Alexa (10K personnes !) restent l'engagement et la rétention des auditeurs.
A ce stade le #smartdisplay (enceinte-écran tactile-#Alexa, gamme Echo Show) serait le device le + polyvalent et celui à même de dépasser les points de frictions inhérents à la gamme d'enceintes purement vocales !
En effet l'interaction tactile avec l'écran permet de contourner Image
Read 11 tweets
1/ RSF temsilcisi @ErolOnderoglu: Devletin eleştirel haberciliği dışladığı, ekonomik krizin sektörü darboğaza soktuğu bir yıl geçirdik. Ancak #basınkartı, toplumsal eylemlerde görüntü çekme hakkı ve polisin şiddetinin yargılanması gibi konularda kazanımlar da oldu.
2/ Türkiye’de 26 yıllık mücadelesini geride bırakan @RSF_inter, #2021’de onlarca gazeteci davası izledi, gazeteciliği baskılayan şartlara dair yüzlerce mülakat ve röportaj sağladı; dünyadaki #medyaözgürlüğü -ne ilişkin öne çıkan gelişmeleri de duyurdu.
Read 6 tweets
Who are #Evergrande's creditors? The list below shows the international investors and comes from #Bloomberg. 💸 $FNF $BLK $ASHM $ALZ.de $UBS $RY $HSBC Image
International investors alone have put around $23.67B into 23 bonds & 3 large loans issued by #Evergrande. Among the already known institutional investors are well-known addresses such as Fidelity, Blackrock, UBS, Ashmore Group, Prudential, HSBC, Pictet, Vontobel, BNP & Allianz. Image
Investors should be concerned about the spillovers to the real economy and to broader credit conditions. Since #RealEstate is so central to the economy, #Evergrade's financial difficulties will have an amplified tightening effect on credit conditions in the broader economy.💸 Image
Read 4 tweets
Aug 9 2021: "#Mineral exploration company #KoBold Metals, backed by billionaires including Jeff #Bezos & Bill #Gates, has signed an agreement w/ [] Bluejay Mining to search in #Greenland for critical materials used in electric vehicles."

reuters.com/business/billi…
Sept 8 2021: "#BHP inks exploration deal w/ #Gates & #Bezos-backed #KoBold Metals"

"The world’s largest miner & the Silicon Valley-based tech firm will jointly fund & operate exploration"

The #greatreset of plunder - under guise of climate mitigation.

mining.com/bhp-inks-explo…
Feb 5 2021: "#KoBold Metals grows global exploration footprint"

"The Gates-Bezos backed firm now has active exploration projects in #Zambia, #Quebec, #Saskatchewan, #Ontario, & Western #Australia."

mining.com/kobold-metals-…
Read 5 tweets
oh hilarious.. 🤪🤡🧐🇨🇳😂😂Why the world's carmakers are watching a small town in #China - I'm so tempted to say: "See? Ya muthas! That'll teach you a lesson in respect. Learn it well. Insult China once too often with your...
...aggressive baseless smears and allegations , and attempts to 'contain' #China via #HongKong, #Myanmar #Thailand etc, and You is gonna get smacked. Where you least expect it. mate. Right up the exhaust pipe..." As I say, I'm tempted. But I won't. But I'm sure others will..
But, I hear you say.. the carmakers haven't been insulting #China.. hmm.. well.. perhaps not directly.. but..
Read 7 tweets
What bond inclusions are the markets talking about? #India appears to be targeting inclusion into the #Bloomberg #Barclays Global Aggregate Index and JP Morgan's GBI-EM Global Diversified Index. Note here that the Bloomberg-Barclays index has an estimated passive AUM...(1/4)
...tracking of around $2.5tr and the #JPMorgan index around $250bn. Based on the above-mentioned o/s G-Secs held by foreign investors under the FAR, analysts estimate India to be given a weight of 0.3%-0.5% in the Bloomberg-Barclays index and 9.2%-10% in the JP Morgan...(2/4)
...index. In addition to the above, India is also on a watchlist to be included in the #FTSE EM-GBI index with a reported AUM tracking of $1.25tr. On Thursday last week, FTSE retained India on its watchlist for possible inclusion and mentioned that they were "encouraged...(3/4)
Read 4 tweets
1) Bulut hocamın yaptığı bu hesaplama özellikle kaliteli small cap hisselerin uzun (çok uzun) vadede yatırımcıların yüzünü güldürme potansiyelinin çok yüksek olduğunu gösteriyor. Şirket adına bile bakmadan tüm hisselere 100’er lira yatıran bugün dolar bazında parasını birkaç ++
2) katına çıkardığını gösteriyor. Piyasa değeriyle ters orantılı bir başlangıç yatırımı ise son 15 yıllık süreçte bizi daha da yüksek bir kazanca götürüyor (keşke yapsaymışız). Ben de bu noktadan yola çıkarak verilerine ulaştığım 300 küsür firmayı piyasa değeri, betası, ++
3) şerefiyesi, sektörü, karlılığı, ortalama işlem hacimleri, temettü verimi, bedelli sermaye artırma geçmişi (dilution), özkaynak durumu, halka açıklığı, borçluluk durumu, operasyonel kar büyümesi, geçmiş performansı, P/E, P/B, P/S gibi konularda skorladım. ++
Read 21 tweets
Jul 15 2020: #McKinsey "has continued to scoop up #COVID19-related contracts for [] govts... in the 4 months since the pandemic started, the firm has been awarded work for state, city & federal agencies worth well over $100 million — & counting." #Reset

propublica.org/article/how-mc…
June 28, 2021: "... the #World #Government #Summit will work together with a select group of knowledge partners [] that will help govt leaders globally shape their future agenda's."

#4IR #GreatReset #McKinsey #Biotech

consultancy-me.com/news/3927/cons…
"...priorities must include repairing the social fabric, navigating a transformed geo technological order, competing in a transformed global economy, and securing the long-term future."

#4IR #Corporatocracy
Read 5 tweets
1/

Thread of the very best #YouTube channels and #Twitter accounts to follow for:

#AI/ #ML, #DeepLearning, #neural and all things #datascience

bit.ly/3g8pVDL

#AI #machinelearning @wiserin10 #datascience #bigdata #artificialintelligence
2/

@Analyticsindiam

Analytics India Magazine includes discussions on news, tips for the data ecosystem and a deep dive into #AI/#ML, #deeplearning and #neural networks

#YouTube subscriber count: 38k
3/

@Krishnaik06

Krish Naik is co-founder of iNeuron.ai and specialises in #machinelearning, #deeplearning, and computer vision. Krish’s #YouTube channel is a deep dive into all things #AI/#ML, perfect for beginners

YouTube subscriber count: 421k
Read 15 tweets
🔴 #URGENTE
DETENIDO:
Juan Grabois no pudo ingresar a #Colombia 🇨🇴 al que había concurrido con un grupo de agitadores de la ultra izquierda de #Arg 🇦🇷
El país se encuentra con marchas, que comenzaron con un aumento proyecto aumento de impuestos de @IvanDuque, que luego retiró.
#GRABOIS DETENIDO
A pesar del retiro del proyecto de #Duque, por el paro general, al que como ya es costumbre, se sumaron agitadores chavistas;
la escalada fue en aumento y desde @hrw_espanol denunciaron represión y muertes.
(Vía @edufeiok @SilMercado y @dlaje1 por @lanacionmas)
🔴 Antecedentes
#Colombia 🇨🇴
27 de abril de 2021:
Una reflexión de lo que podía suceder luego de un informe de #Bloomberg (@business)
Read 9 tweets
SERÍA NUESTRA VACUNA?
“La vacuna Covid de #AstraZeneca ha estado marcada por nobles intenciones, errores de comunicación, juicios complicados, pesadillas de fabricación y rivalidad política y económica. ¿Cómo fue que todo salió tan mal?
trib.al/mktYhO9 vía @BW #Bloomberg
“Mene Pangalos, jefe de investigación biofarmacéutica de #AstraZeneca Plc, se acostó el lunes 22 de marzo sintiéndose bien por primera vez en mucho tiempo. Después de trabajar las 24 hs del día durante el fin de semana, acababa de anunciar mejor que los resultados intermedios”.
“Eran resultados del gran ensayo de vacunación de la compañía en EEUU 🇺🇸: La inyección fue segura y 79% efectiva para prevenir casos de #Covid19 sintomático. Noticias positivas, por fin, después de meses de preguntas sobre todo, incluida la seguridad y la escasez de suministros”.
Read 78 tweets
#Bloomberg
El plan de liderazgo de #Singapur🇸🇬 se ha invertido
El drama de las vacunas en curso de #AstraZeneca corre el riesgo de prolongar la pandemia
#CreditSuisse endurece los límites de los fondos de cobertura después de las consecuencias de Archegos
trib.al/NCq07UJ
¿De qué se trata “las consecuencias de #Archelago?
Vía @bbcmundo 👇
bbc.com/mundo/noticias…
“Archegos manejaba unos US$10.000 millones de la fortuna personal de Hwang y su familia "pero sus posiciones totales de las que se deshizo el jueves y el viernes [de la semana pasada] se acercan a los US$30.000 millones", publicó el diario Wall Street Journal.
Read 6 tweets
How can I start a career in #risk management in the financial services industry?
@GARP_Risk @PRMIA @RIMSorg @actuarynews @SOActuaries @CQFInstitute @CFAinstitute
I believe they are many degrees that can be a good value for money, provided you know where you would like to work in the long run.
In the developing world markets, employers still don't appreciate highly technical education in risk, actuarial sciences, financial engineering, quantitative economics, machine learning, etc.

For them, an #MBA is a be-all and an end-all troubleshooter.
Read 22 tweets
🔴 “UNA AYUDITA”
El fundador de @Tesla y @SpaceX donará US$50 millones para el ganador, 20 y 10 millones respectivamente para el segundo y tercer lugar.
Mr. @elonmusk dará 25 becas para estudiantes valoradas en 250.000 destinadas a los estudiantes que participen en el concurso.
Con el premio total de 100 millones de dólares, @elonmusk busca soluciones que puedan "extraer dióxido de carbono (#CO2) directamente de la atmósfera o los océanos y encerrarlo permanentemente de una manera ambientalmente benigna".
Cuánto dinero recibió de la @NASA?
Qué tipo de combustible ⛽️ utilizan los cohetes 🚀 de #SpaceX ?
Imagino que no emiten #CO2?
Automóviles 🚗 eléctricos con @Tesla todo ok ✅
➖Hace negocios con #China? O con empresas y países que no están en el acuerdo de #Paris?
➖Preguntas, nada más🤷‍♂️
Enlace de la @bbcmundo:
Read 14 tweets

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