MacroMagoo @MacroMagoo
Joined April 2023-
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Putin said a lot at the press conference in Beijing. The most important things I would sum up as follows (I am not quoting directly): - Legally, Zelensky is a nobody, talking to him is pointless. The Kiev political scene has degraded so much that it’s nearly impossible to find a…
Canada's Real GDP per capita fell in Q2. This brings us to 3 years of decline from the most recent peak, with the 1990s (Grey Line) experience of futility well within reach.
A few things... 1. the stockmarket is not the economy 2. price leads fundamentals 3, price moves faster than fundamentals Macro is interesting and fun and important, but if I had to pick I would take Valuations + Technicals over macro data (as a multi-asset strategist).
How to make the most grotesque crimes ever being committed sound nonchalant #bbc
🚨 Breaking: The Emperor Finally Admits He Has No Clothes! 🚨 The US just got legally naked in the South China Sea — and China just handed them a mirror. In its first-ever official report, Beijing drops a legal bombshell: “Freedom of Navigation Operations” (FONOPs) have NO…
Dog: "You see that?! I did it dad!
A dark theory for the evening. Let's talk about Russian strategy in Ukraine.⬇️ Looking at developments lately, specifically: (1) the Ukrainian casualty leak showing an astronomical 1.7M KIA/MIA; and (2) the Ukrainian collapse north of Pokrovsk - I thought should revisit a dark…
targeting the civilian government of a state is illegal under international law. It's a blatant war crime. The Israelis couldn't get at the military leaders of Yemen's Houthis, so they decided to mass murder their civilian ministers instead. Pure genocidal death-cult depravity.…
The only people who think there is no genocide are: 1- Those committing the genocide, 2- Governments controlled by those committing the genocide, 3- Psychopathic friends of those commiting the genodice, 4- Retards.
The only people who think there is no genocide are: 1- Those committing the genocide, 2- Governments controlled by those committing the genocide, 3- Psychopathic friends of those commiting the genodice, 4- Retards.
As another man who once worked with me declares himself saddened by my beliefs on gender and sex, I thought it might be useful to compile a list for handy reference. Which of the following do you imagine makes actors and directors who aren’t involved with the HBO reboot of Harry…
Israel just murdered Prime Minister of Yemen and their entire cabinet. If anyone had done this to Israeli Prime Minister and Cabinet, they'd be considered by Western media as the worst terrorists in the world. So, what does that make Israel? They're obviously a terrorist state.
If you look at capital market assumptions from major financial institutions from a decade ago, nobody was even close to projecting the 10-year return for US stocks.
"It is a famine. The Gaza Famine. It is a famine within a few hundred metres of food, in a fertile land. It is a famine on all of our watch. Everyone owns this." - @UNReliefChief Tom Fletcher #GazaFamine
Whenever I see someone expressing vaguely pro-Palestine sentiment while going out of their way to denounce the Palestinian resistance, I take it as an admission that they aren't capable of basic human empathy. They look at October 7 and think "I can't imagine myself doing that,"…
Israel dropped bombs on a hospital in Gaza. Waited for first responders to rush in. Then bombed the hospital again. 15 Palestinian civilians were executed live on TV. Doctors, paramedics, journalists, and civil defence. This is unprecedented evil, enabled by Western regimes.
🇳🇱 BREAKING: 🚨 NINE DUTCH MINISTERS RESIGN IN SUPPPORT OF GAZA 👏🏻 After the government in Amsterdam refused to impose "significant sanctions" against the Israel regime, nine cabinet members made a precedent-setting move by resigning today. Caspar Veldkamp, the Dutch Minister…
🇳🇱 BREAKING: 🚨 NINE DUTCH MINISTERS RESIGN IN SUPPPORT OF GAZA 👏🏻 After the government in Amsterdam refused to impose "significant sanctions" against the Israel regime, nine cabinet members made a precedent-setting move by resigning today. Caspar Veldkamp, the Dutch Minister… https://t.co/G4Z5DvKOH6
So my takeaway from Powell's speech today is that a September cut is still really down to forecasting the data -- the CPI and the NFP. True, the bias is somewhat in the direction of a cut, but I don't think the sureness in the market pricing accurately reflect the risk. As a…
Zionism is strikingly similar to Nazism in its nationalism, supremacism, dehumanisation, propaganda, violence, and even its rhetoric, however, the few areas where it differs actually makes Zionism look worse: The Holocaust was not live streamed to the world Regular Germans were…
Oh, there's a surprise: The LEI’s negative growth rate and low diffusion index over the past six months triggered the recession signal again in July
🇷🇺🇵🇸 “Moves toward a Palestinian state are made in the diplomatic hope that, by the time recognition is due, there will be nothing left to recognize.” — Sergey Lavrov Russia’s FM calls out European leaders for recognizing Palestine only when it no longer matters. He says they’re…

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