Discover and read the best of Twitter Threads about #regimes

Most recents (5)

#Disinformation about the Law of #Ukraine - On Supporting the Functioning of the #Ukrainian Language as the #State #Language Image
“DISINFO: A NEW #LAW WILL #BAN THE USE OF THE #RUSSIAN #LANGUAGE IN #UKRAINE

“One of the authors of the draft law, #Mykola #Knyazhytsky says the legislation is not designed to curtail any #minority language in #Ukraine,
but rather to support #Ukrainian through proposing to increase Ukrainian #language content on national #television to 75%.The proposed #law is discussed in committee.”

euvsdisinfo.eu/report/a-new-l…
Read 14 tweets
US ISM manufacturing minus China PMI manufacturing (relative)
Housing markets globally are cracking
ISM < 45 has historically coincided with negative payrolls
Read 13 tweets
When markets are grinding down it is important to have long short trend and momentum strategies.

When the markets are panic puking it is important to have market puts protection.

Safer to use both together, but knowing when to overweight one or the other is alpha #regimes
Holding Zee Puts while trading into Stage 3 will be one of the biggest trades this bear market. Not saying that is now but it could be. Until CQ trades Stage 3 allocations I will not know exactly.
What would happen to the VIX if bonds and equities, let’s use SPY and TLT in this example, are down > -750 bps intraday?

Like in CQ pinned tweet.

The only safe havens are cash (USD) and equity volatility in limit down markets.
Read 4 tweets
1. I do hope #Navalnyj survives
I do hope he won't suffer permanent damages, because I do support #dissidents
I do hope it will be possible to establish an independent investigation on what really happened
2. if is confirmed beyond any doubt that #Navalnyj was poisoned, it will be important to establish whether the poison was a common one or rather a toxic substance only available to state actors (such as #polonium, for example)
3. if it is confirmed beyond any doubt #Navalnyj was poisoned,and the poison was a toxic substance only available to state actors, it's very likely the #Kremlin is behind such poisoning, considering how unlikely foreign operatives operating on the Russian soil
Read 6 tweets
[#Threadagri] Productions animales, usage des terres et sécurité alimentaire en 2050 : l’éclairage de la prospective Agrimonde-Terra
@Inra_France @InstitutElevage @FAOafeeding
Article #ProductionsAnimales Le Mouel & Mora : productions-animales.org/article/view/2…
C’est parti ! ⤵️
1/ Cette publication travaille sur 5 scénarios horizon 2050
▶️Métropolisation des terres
▶️Utilisation régionale des terres
▶️Usage des terres par des ménages
▶️Usage des terres pour une alimentation saine et de qualité
▶️Usage des terres comme commun dans un monde fragmenté
2/ La #métropolisation : des usages des terres pilotés par la métropolisation
2/3 de la population mondiale dans les villes
Objectif de développement avec piliers environnementaux au second plan.
Dominance du modèle agroindustriel avec consommation de produits ultra-transformés
Read 14 tweets

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