@J_H199488 Profile picture

usernamm1c

@J_H199488

Tweets are my opinion only

Joined January 2022
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usernamm1c Reposted

Missak et Mélinée. Destins d’Arménie et de France. Amour enfin retrouvé. Missak et les vingt et trois, enfin célébrés. L’amour et la liberté. Pour l’éternité.

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usernamm1c Reposted

Someone should tell the trade data that China has lost manufacturing competitiveness 1/

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usernamm1c Reposted

Armenia has had a tragic history; it has been shrinking for millennia. Once, it reached the Mediterranean through the Cilician gates & covered most of S. Asia Minor; today, it doesn't even contain Mt Ararat. Armenians have suffered continuous ethnic cleansing, (plus genocide).


usernamm1c Reposted

This bear market is similar to 1969-70 We appear to be moving into Phase 3, the most brutal stage A thread 🧵


usernamm1c Reposted

It’s highly likely that the Hong Kong authorities aren’t telling the truth regarding their excess reserves. Outside of the HKMA’s futile attempts to move the HKD away from the weak side of the peg, HKD has been trading at 7.85 (the level that requires the HKMA to support and…

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usernamm1c Reposted

With xi and the Communist Party of China effectively blockading the Taiwan 🇹🇼 Strait for the past 48 hours, deposits are flying out of HKD and the Hong Kong banking system writ large (-5.8% of demand deposits left the system last month alone). The HKD looks to have traded through…

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usernamm1c Reposted

WHITE HOUSE: PRESIDENT HAS CONFIDENCE IN FED'S JEROME POWELL


usernamm1c Reposted

🎙️Ep85: Energy Markets, the "Lehman moment" #applepodcasts podcasts.apple.com/gb/podcast/red… #spotify open.spotify.com/show/4FDIRo16s… @gerardreid14 and @MegaWattXinfo enjoy an Energy Trading masterclass from legendary trader @AndurandPierre Thanks to our partner @AquilaCapital

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usernamm1c Reposted

Here is another reason why investors should start to watch China closely. Given growing economic weakness and poor local fiscal condition, the PBoC has quietly restarted the PSL facility, under which the central bank directly provides loans to policy banks for their re-lending...

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usernamm1c Reposted

Thread 1/3: A few more interesting numbers. EU/UK energy subsidies at around $600bil today, costing governments (ie taxpayers eventually). At current wholesale prices, total electricity consumption per year in EU+UK: $1.5 trillion. Total natgas consumption per year $1T


usernamm1c Reposted

Every cycle end the Fed policy progresses in the same fashion: 1. We are overheating: hike! 2. Stocks aren’t the economy, stay the course. 3. Stocks Are the economy. We’re watching the market closely. 4. Numbers are mixed: pause and resume. 5. Just one cut. 6. Low for longer.


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