Alpha Exponent @AlphaExponent
Assessing businesses for investment https://t.co/Qc02kllZV7 Tweets are not investment advice. Joined January 2024-
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Moody's been the last of the three to move some headlines e.g. "US Completely Loses Perfect Credit Rating for First Time in Over a Century" are a bit misleading the jump in bond yields aside, on equities, consumer staples may outperform while financials underperform
Moody's been the last of the three to move some headlines e.g. "US Completely Loses Perfect Credit Rating for First Time in Over a Century" are a bit misleading the jump in bond yields aside, on equities, consumer staples may outperform while financials underperform
she's right but the pettis-navarro school will still claim that "one-time" price increases don't count as inflation basically they're saying it's transitory
she's right but the pettis-navarro school will still claim that "one-time" price increases don't count as inflation basically they're saying it's transitory
honestly pichai is probably quite underrated as a ce gets all the blame for $GOOG falling behind in the ai race, but little of the recognition for them catching up again, at least so far...
honestly pichai is probably quite underrated as a ce gets all the blame for $GOOG falling behind in the ai race, but little of the recognition for them catching up again, at least so far...
this is kind of true, at least the mkt wins for now nobody "wins" w/ very high tariffs but there's enough ambiguity that both sides can claim "victory" (or claim the other side violated the agreement later)
this is kind of true, at least the mkt wins for now nobody "wins" w/ very high tariffs but there's enough ambiguity that both sides can claim "victory" (or claim the other side violated the agreement later)
so by the same logic, since $amzn doesn't trade on exchanges in the rest of the world, they are then all "closed"?
so by the same logic, since $amzn doesn't trade on exchanges in the rest of the world, they are then all "closed"?
things that may or may not have been said navarro: may you live in interesting times lutnick: may you come to the attention of those in authority bessent: may the gods give you everything you ask for
things that may or may not have been said navarro: may you live in interesting times lutnick: may you come to the attention of those in authority bessent: may the gods give you everything you ask for
"may you live in interesting times" - navarro, probably
"may you live in interesting times" - navarro, probably
a hint of returning exuberance? careful from here
even into the 90s, car smashing remained quite popular recreationally you can still book a car smashing session in many cities and yes that's also consumption @michaelxpettis for the consumer-of-last-resort ofc producers can also do this easily...
even into the 90s, car smashing remained quite popular recreationally you can still book a car smashing session in many cities and yes that's also consumption @michaelxpettis for the consumer-of-last-resort ofc producers can also do this easily...
It is incredibly dishonest of this guy to pretend that it's not $-enabled, corporate-driven labor arbitrage driving US de-industrialization, and subsequent printer-assisted overconsumption relative to production that led to debt. How could he not know this?
It is incredibly dishonest of this guy to pretend that it's not $-enabled, corporate-driven labor arbitrage driving US de-industrialization, and subsequent printer-assisted overconsumption relative to production that led to debt. How could he not know this?
New @deepseek_ai Oblig @teortaxesTex DeepSeek-Prover-V2-671B huggingface.co/deepseek-ai/De…
This is pretty insane (hoping not benchmaxxed) - a 4b model scoring higher on GPQA than 27b or gpt4o
Spectacular indeed According to the logic in the article, extravagant Argentinian policies (lots of freebies) post WWII & overconsumption didn't lead to their decline No, it was the US beggaring Argentina w/ exports!
Spectacular indeed According to the logic in the article, extravagant Argentinian policies (lots of freebies) post WWII & overconsumption didn't lead to their decline No, it was the US beggaring Argentina w/ exports!
>selling their exports to the US at rates lower than the cost of production dumping, the anticompetitive act pointed to here, actually means selling at lower than their own cost of production but pettis-navarro have twisted the term to mean lower than the US cost of production
>selling their exports to the US at rates lower than the cost of production dumping, the anticompetitive act pointed to here, actually means selling at lower than their own cost of production but pettis-navarro have twisted the term to mean lower than the US cost of production
already hinting (strongly) he's going to print lots this will also increase the likelihood of a melt-up top & make it risky to short us stocks directly
already hinting (strongly) he's going to print lots this will also increase the likelihood of a melt-up top & make it risky to short us stocks directly
he has a point
Caution This is just the tip of the iceberg if tariffs hang around $AAPL is the most obv exposed but $GOOG, $AMZN etc. may also be vulnerable if the EU decides to retaliate Companies serving domestic mkts that can pass on any potential price increases the safest for now
Caution This is just the tip of the iceberg if tariffs hang around $AAPL is the most obv exposed but $GOOG, $AMZN etc. may also be vulnerable if the EU decides to retaliate Companies serving domestic mkts that can pass on any potential price increases the safest for now
while attractive to many customers, the heavy sustained investment this requires is exactly why $JD's model isn't the most attractive for shareholders even if & when they build it out, outsourced solutions will likely have improved to the extent it's no longer a valuable moat
while attractive to many customers, the heavy sustained investment this requires is exactly why $JD's model isn't the most attractive for shareholders even if & when they build it out, outsourced solutions will likely have improved to the extent it's no longer a valuable moat
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