DynamicBeta @dynamicbeta

DynamicBeta Joined May 2009

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AlphaSense @AlphaSenseInc

13 hours ago

Interview with $INTC employee on the semiconductor sector ( $AMD, $NVDA, $AAPL, $TSM ): - The expert emphasizes that $NVDA maintains a dominant position in the AI chip market, with strong pricing power supported by its CUDA-based ecosystem, allowing it to command significantly…

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Rihard Jarc @RihardJarc

15 hours ago

Director at a cloud consulting firm shares some really valuable insights into what is going on right now in the cloud industry regarding AI workloads and GPU capacity: 1. The real bottleneck in power and cooling is not the physical lack of space but the POWER DENSITY. The AI and…

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Jukan @Jukanlosreve

18 hours ago

UBS’s forecast model by AI accelerator unit

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Parker Ross @Econ_Parker

13 hours ago

Bigly disappointing jobs report this morning... Where to begin? How about the fact that the economy outside of health care has been a drag on growth over the past 3 months. Many more interesting takeaways in the 🧵

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Oguz O. | 𝕏 Capitalist 💸 @thexcapitalist

4 days ago

Ray Dalio sees the future. He warned, "Something worse than a recession is coming." It's already happening. Gold prices are soaring while the USD index is collapsing. What Ray Dalio sees coming next is disastrous: 🧵

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Daily Chartbook @dailychartbook

2 days ago

"Consumers expect their seasonal spending to decline on average by 5% from 2024 — the first notable drop since 2020. More broadly, 84% expect to cut back over the next six months, citing rising prices, new tariffs and the higher cost of living." @PwC

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RenMac: Renaissance Macro Research @RenMacLLC

3 days ago

The slowdown in job openings in July is centered in two acyclical sectors: health care & social assistance and state and local governments. This is important because these areas have been an important driver of jobs growth in recent months.

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Jukan @Jukanlosreve

2 days ago

I’m wondering whether I should be concerned about NAND companies in the long run. Compared to DRAM, NAND has lower technological barriers. Below is data from Morgan Stanley. While Morgan Stanley estimates that China’s semiconductor self-sufficiency will only reach 26% by 2027,…

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Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

2 days ago

GS: We see risks arising that can create an environment where commodity prices rise, while equity and bonds sell off, much like in 2022.

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Jing @hungjng69679118

2 days ago

三张图了解国内半导体产业链布局

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Augur Infinity @AugurInfinity

2 days ago

The probability for the Fed to deliver a 25 bps rate cut in September has risen to 95%.

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Markets & Mayhem 🤖 @Mayhem4Markets

2 days ago

Probably because investors are losing confidence in these governments. Most will have to debase their currencies further by running high deficits. As a result a higher yield premium is being demanded. It makes sense to me. The low rate era is probably on hold for some time.

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zerohedge @zerohedge

3 days ago

Why does this matter? Because the US has never entered a recession when it was labor supply constrained. As of this moment it is no longer supply constrained.

zerohedge @zerohedge

3 days ago

Why does this matter? Because the US has never entered a recession when it was labor supply constrained. As of this moment it is no longer supply constrained. https://t.co/IrF4DNloke

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zerohedge @zerohedge

2 days ago

Think the move in gold is notable? Just wait until the ETFs start chasing

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雲鳩 @Cldeop

3 days ago

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Nick Gerli @nickgerli1

4 days ago

Inventory is all that matters in the current housing market. If a market has an inventory surplus, then prices are becoming more affordable (Austin, Tampa). If a market has a shortage, then prices are getting more expensive (Chicago, New York). Getting more homes on the…

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Augur Infinity @AugurInfinity

5 days ago

Below we have the year-to-date returns of global equity markets (in USD). Greece equities toped the leaderboard, returning nearly 75%, while Argentina equities lagged far behind at -28%.