How to get URL link on X (Twitter) App
https://twitter.com/TheDeMontigny/status/18286578770050625882/12 In short, COVID caused a once-in-a-lifetime auto parts shortage (), which limited semi-auto-car chips, the world over… temporarily. And, while other automakers weren’t willing to bypass the decades-long dynamic of testing new chips...sensiblemicro.com/blog/supply-ch…
https://twitter.com/GordonJohnson19/status/18107301884116541492/6 Taking a step back, keep in mind that the broker/bank simply matches counterparties (i.e., acts as an intermediary), or the put buyers vs. the put sellers. Thus, when the put/call ratios get out of balance, on large volume nonetheless, the brokers, often, actually BUY the...
https://twitter.com/munster_gene/status/17828871423828749632/9 So, first, @munster_gene, I'll remind you that at $TSLA's 3/1/23 investor day, @elonmusk and $TSLA's engineers claimed they discovered a new car manf. process that would reduce the cost to make an EV by 50%, while also reducing factory space required to do it by 40%.
https://twitter.com/charliebilello/status/17617529121901283572/7 You can't look at the Fed's bal. sheet in isolation. You have to look at total US liquidity, or: Fed Bal. Sheet - TGA - RRP = total US liquidity (or private money in the commercial banking system). And, when looking at this metric, due to the massive drain in the...
https://twitter.com/quakers07/status/17602998413877374712/4 Translation? It's ABSOLUTLEY absurd to be talking about rate cuts, given: (a) WE HAVEN'T COME ANYWHERE NEAR the replacement rate of jobs in the US economy of 50K-80K/month, & (b) a number of inflation measures (ISM + NFIB + PPI + "core" CPI + etc.) are inflecting higher.
https://twitter.com/DeItaone/status/17497331701555241432/4... ... 4. private currencies have ALWAYS BEEN DISASTERS. In fact, while the crypto industry would like us to believe it’s in its early days, the truth is that premise is predicated on false ideas.
https://twitter.com/dariocpx/status/17402884434005648632/3 That also caused everyone on the wrong side of this trade to pile into any asset class that has underperformed, TO INCLUDE COMMODITIES (oil is now surging). This means inflation is coming back, AT THE VERY WORST TIME (i.e., you have a BUNCH of people long @SecYellen’s…