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What the hell is going on with the US labor market? A thread. 1/
Reinstate former President Trump
15085458 vote · Final results
History doesn't repeat, but it often rhymes. 2023 in macro might look a lot like 2001 - here is why and what it implies for markets. A thread. 1/
Copper Has Best Day Since 2009 as Metals Rocket on Dollar Drop finance.yahoo.com/news/copper-be… #Copper #Commodities #Exploration #Peru #Investing #Stocks $HAN
Global #copper supply is set to fall well short of demand from 2035. Nick Lazzaro unpacks S&P Global’s comprehensive study on the future of the copper market | okt.to/Uqivt7
With September headlines dominated by interest rate hikes and energy supply concerns, the macroeconomic environment is weighing on all metals prices, regardless of fundamentals. ow.ly/n4UX50LjpeW #MiningIndustry #Economy
Don't miss my new Q&A with tech hedge fund manager @DanielTNiles. His thoughts on @Apple, @Amazon, @Intel, @DraftKings - and why the market is headed for lower lows. barrons.com/articles/why-a… $aapl $intc $amzn $dkng $wmt @barronsonline
Europe’s liquefied #naturalgas imports set an all-time historical record high in April 2022, averaging 16.5 billion cubic feet per day monthly and exceeding 19 billion cubic feet per day on several days. #LNG go.usa.gov/xJQBd
In March 1980, Volcker hiked 500bps In April 1980, Volcker cut 850bps In May 1981, Volcker hiked 400bps In June 1981, Volcker cut 450bps
Fed Rate Hike Guesses Barclays +75bps Deutsche Bank +75bps CapEcon +75bps Goldman +75bps JPMorgan +75bps Jefferies +75bps Nomura +75bps SocGen +75bps TD +75bps Wells +75bps BNP +50bps BofA +50bps Citi +50bps Credit Suisse +50bps HSBC +50bps Morgan Stanley +50bps StanChart +50bps
What are the chances that rate hikes don’t slow down inflation? Would this make the Fed more aggressive? #RandomThoughts #FederalReserve #interestrates #inflation
I wanted to be an engineer in college but decided to follow my passion for investing. My godson, @24kgoldn, Presidential scholar @USC, wanted to be an investor but just signed w/ @Sony for his 1st rap album. Proud of him for finding his passion. Many ways to live your dream.
Tesla has navigated the chip supply shortages better than any automaker globally. We see three main catalysts for Tesla in 2022 that if successful will be a major driver of the stock moving higher. 1. Berlin/Austin build out, 2. China mega growth, 3. 22 unit growth of 55%-60%.
Tesla Could Deliver 1.5M Cars in 2022, with 2021 Start of Production at Giga Texas & Berlin tesmanian.com/blogs/tesmania…
$TSLA could easily hit a new record China monthly volume (Sept 56K) tonight when it reports Nov China deliveries (domestics and exports) at 3am ET. Street expectation is 55K but it could be 60K+ (720K annualized).
I don’t keep a track of the average cost of my $TSLA shares. I keep a track of the total number of my $TSLA shares.
In 25 years of investing, I’ve found that the big money is not made in trading. The big money is made in holding.
Who bought more #Tesla today? This dip is a gift. Use leverage if you have to #StockMarket #ElonMusk #volatility #VIX
I think we all learned the past 5 days that no matter what the market does, $TSLA will do its own thing.
Tesla has released another new product! This time it's the #Cyberquad for Kids. The vehicle costs $1,900 and has a top speed of 10 mph and a range of up to 15 miles. #Tesla @elonmusk
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