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Madinina
Joined March 2016
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1/20 PROVING THAT BITCOIN IS A LIQUIDITY DECOY WITH SIMPLE DIFF EQUATIONS.
âHODLâ on to your socks. (a bit technical)
ALSO The Fed is semi-lying, in fact, about âWe would lose control of interest rates without IOR.â
docs.google.com/document/d/1âŚ
The KFC restaurant in Miami which welcome Jair Bolsonaro is ready to welcome Flavio too.
FlĂĄvio fugiu para os EUA com a famĂlia. Fuga contou com ajuda de um grupo restrito de aliados no Brasil e nos EUA, que acionaram governo Trump para garantir a entrada do senador. FlĂĄvio deve entrar pela FlĂłrida na tarde desta terça. Bastidores no @Metropoles.đđ˝metropoles.com/colunas/igor-âŚ
AFTERNOON POLL:
Is
a) The PBOC buying Gold and Chinese people buying Gold
or simply
b) The PBOC is doing a normal discharge of trade surplus and the Chinese people simply saving.
Me think b)
47%They are buying Gold
53%Settling trade and saving
38 votes ⢠20 hours$TSLA is legacy
( late on bi-directional inverters in EVs- short)
PAY PER VIEW
graphfinancials.com/getthestâŚ
In this Daily Graph Recording, we explore the history of bidirectional charging: how different philosophies shaped its adoption, how Japan pioneered its use for emergency power, how Tesla pivoted to quite relatively late after dismissing, and how Renault turned it into a compelling alternative to battery energy storage (BESS) for renewable energy.
Beyond the technology, we look at the cost differences between competing approaches and how they affect the competitiveness of automakers across different markets.
An interesting look at how a single technology can reshape the economics of electric vehicles, energy storage, and renewable power.
1/2 We are currently in a "FAUX" monetary dominance bout where:
a) Fiscal problems "vanished"
We Forgotđ¤Śââď¸
b) Primary deficit issuances consequences on inflation and front en curve "vanished"
c) The US is the "cleanest dirty shirt"
d) We will have a significant dollar squeeze.
2/2
a) no they have not
b) no it has not
c) No it's not
d) Hard because China is not recycling its trade surplus into UST but in Gold and the US issues too much quasi money (T-Bills) for that too happen.
Evidently in this "faux" bout there are assets mispriced.
The elephant has not moved anywhere ladies and gents.
How about fiscal balance?
Memory of a goldfish already?
Forgetting about something does not make it go away.đ¤ˇââď¸
The Issue will have to be addressed or the market will address it.
Thoughts from Michael Hartnett, BofA | Enter The Dragon
Zeitgeist quotes:
â˘"Worst thing that could happen to this bull move in Treasuries is a recession."
â˘"If I bought a cemetery, people would stop dying," client on being long China.
While markets remain focused on AI valuations and the Fed, several developments suggest a broader shift in global risk:
â˘China's deflationary pressure: The CSI 300 has entered bear-market territory, property investment continues to decline, and China's high-tech exports reached a record $147bn in September, up 63% YoY. Weak domestic demand is increasingly translating into aggressive export competition and pressure on global corporate margins.
â˘AI investment concerns: Massive hyperscaler capex commitments are raising questions about future returns. "No AI boom = no boom" captures how dependent earnings expectations have become on continued AI investment.
â˘Bond market warning: US Treasuries have experienced their worst rolling 10-year returns in a century. Yet bonds are attracting renewed inflows as investors reassess growth risks.
â˘A significant rotation: Technology funds attracted $18.8bn in a single week, while consumer funds experienced record outflows. Market leadership is becoming increasingly concentrated even as technology valuations face scrutiny.
â˘2027 earnings expectations: Global technology EPS growth forecasts have climbed to 43%, leaving considerable room for disappointment if AI investment slows.
The paradox is that weaker growth could support government bonds while simultaneously undermining the corporate earnings assumptions supporting equity valuations.
The key risk is not necessarily an immediate market crash, but a combination of Chinese export deflation, tighter credit conditions and an AI investment slowdown.
Are markets pricing a temporary correction, or the beginning of a more fundamental repricing of global growth expectations
I live in Brazil and have made ZERO election-related market recommendations.
Bolsonaro is an absolute idiot.
Any normal boss or business owner would find it utterly disgusting to mock a worker for losing a finger on the job in a factory.
Coming from a daddyâs boy who has never worked outside politics? Oh, my... đ¤Śââď¸
