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Teddy Vallee @TeddyVallee
, 4 tweets, 2 min read Read on Twitter
New inflation indicator I just built out [16-20mo lead]. Incorporates consumer & industrial demand, as well as supply. Reflation#
Giddy up
Inflation Google search trend +ve. Via @topdowncharts
Supplier delivery times indicating the same thing. Via @PictetAM
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Couple charts on rates diverging from other mkts:
$KRE / $SPY vs. $US10YR
Copper / Gold vs. $US10YR
Read 6 tweets

Related threads

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BREAKING: Potential hijack underway. ThousandEyes detected intermittent availability issues to Google services from some locations. Traffic to certain Google destinations appears to be routed through an ISP in Russia & black-holed at a China Telecom gateway router.
This is a developing story. Stay tuned for additional analysis. #google #hijack
ThousandEyes BGP Route Visualization shows the 216.58.192.0/19 prefix being leaked into the Internet, which would cause traffic to #Google to be routed via networks in #Russia, #China and #Nigeria
Read 9 tweets
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!!NEW Q DROPS!! 8/29/18 00:02 Q replies to drop re. why POTUS is pushing FBI/DOJ!! “What if a paper-trail exists…
PDB via No Such Agency?
HUSSEIN made aware w/ no action?
Why did POTUS refuse 'select' PDBs during transition?
Who knew?
Threat assessment.
Adm Rogers?
FLYNN?” #Q
2. “Why did HUSSEIN + HRC + ADMIN + Staff + … use private emails to communicate?
Was HRC the only one to use unsecured server(s)?” #QAnon #ServersBringDownTheHouse #WeHaveTheServers @realDonaldTrump
3. If access was granted re: HRC private server(s) can you assume access was granted re: House server(s) re: AWAN?
AWAN>Pakistani Intelligence?
AWAN FREE?
Huma>Muslim Brotherhood?
Matters of NAT SEC. #QAnon #ServersBringDownTheHouse #WeHaveTheServers @realDonaldTrump
Read 59 tweets
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On Sunday, I was the focus of a small group of not-very-bright racists (NVBRs), who decided housing was going to be their new angle for their anti-foreigner bile. It gave me a window into Twitter mobs and their strategies and also into how they think. (A thread)
In total, there were about 20-25 different accounts over the course of the day (and a trickle since) but it is reasonable to conclude from their behaviour that there is a mix of paid trolls (Clintons! Soros!), sock puppets and perhaps a small handful of real people.
It is clear that they coordinate. A random account posting on my timeline on a Sunday morning would never normally generate much follow-up. The coordination (and sock-puppetry) allow them to seem like a much larger group than they are, key to their bullying.
Read 19 tweets
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Qualche considerazione a caldo (a tiepido) sul caso #Google #Android-#Commissione.

#thread
europa.eu/rapid/press-re…
1) La Commissione ha comminato a Google un'ammenda di 4,34 miliardi di euri. Si tratta della multa più alta nella storia dell'antitrust mondiale e quasi doppia il precedente record: la multa di 2,42 miliardi di euri inflitta nel 2017 dalla Commissione... a Google.
2) L'entità della sanzione – che la Commissione avrebbe potuto fissare fino a un massimo di 9,45 miliardi, ma gli analisti stimavano intorno ai 2,5 miliardi – spiega molto della portata del caso. Il futuro politoc del commissario Vestager sarà definito dal caso (dai casi) Google.
Read 19 tweets
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#NewQ ALERT!!!! 🚨🚨🚨
"This is the English version of the video "trailer" that President Donald J. Trump showed Chairman Kim Jong Un during their historic summit on 6/12/18."

#1464
Jun 12 2018 11:08:47EST
"No. 100
Dark to Light.
1:07 [Marker]

Do you believe in coincidences?
Q"
"Would you believe Hussein tried to call Kim prior to the Summit?
He did not have his updated phone number.
(3) NK Generals [released] closed the pathway for bad actors.
Q"
Post 1465
Jun 12 2018 12:02:24 (EST)

Reminds me of "Elian's Revenge" by Leikeli47:
Read 105 tweets
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Oh the geezers are hard at it grafting media, it's always great to have easy scapegoats "North Korean cyber gangs.." a.msn.com/01/en-ie/AAt9g…
2/"Mr Murphy’s firm was the first in the world to liaise with computer giant IBM over the use of the super-computer ‘Watson’ for real-time--
3/artificial intelligence-based defence against cyber criminals." Bear with me, I'm about to post a few more links in #THREAD #CyberSecurity
Read 71 tweets

Trending hashtags

#US #QAnonPosts #TTP #MAPPED #NoRedactions #writer #unredacted #Influence #WeThePeople #AND #Denial #MigrantCaravan #s #DontBe #TrueStory #Bob #SupriseEvidence #EVIDENCE #DAMMITTHiS #Market #AQ #whole #AnonsKnew #OmnibusBill #ID

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