Ag @macroemag

Global Macro | Emerging Markets | Not an investment advice London, England Joined October 2020

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Danny Dayan @DannyDayan5

a year ago

Trading: @Dcpcooks @Crowded_Mkt_Rpt @donnelly_brent I am sure I missed people, but these are the ones that regularly add value to my process. Many thanks.

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Kris @KrisAbdelmessih

a year ago

A Moontower reader asked a question that gets into one of the most confusing topics for option traders:

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KKGB @INArteCarloDoss

a year ago

You read it here first, almost a week earlier: Kitty Rule has triggered in 20 States already. We’re still waiting on the Sahm Rule at Federal level though, kinda slacking to be honest…😂

Liz Ann Sonders @LizAnnSonders

a year ago

You read it here first, almost a week earlier: Kitty Rule has triggered in 20 States already. We’re still waiting on the Sahm Rule at Federal level though, kinda slacking to be honest…😂

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"Back in 1984, the Canadian economy was producing 88% of the value generated by the US economy per hour. That’s not great. But by 2022, Canadian productivity had fallen to just 71% of that of the United States" Bank of Canada's Rogers!

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Scuderia Ferrari HP @ScuderiaFerrari

2 years ago

Team Statement Scuderia Ferrari is pleased to announce that Lewis Hamilton will be joining the team in 2025, on a multi-year contract.

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OSINTdefender @sentdefender

2 years ago

The President of the United States, Joe Biden is expected to make one of the most Important Decisions of his Presidency tonight, as he Orders a Response for the One-Way “Suicide” Drone Attack by Iranian-Backed Forces against the Tower 22 Patrol Base in Northeastern Jordan this…

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Gokul Sahni @Gokul_Sahni

2 years ago

“This is not a new India. This deeply religious India is not at all a new India. Those who are supporting Modi's efforts in building a Ram temple aren't people who have formed a so-called new world order. It was the Nehruvian India of 1947.. that was the new Indian order.”

Sheela Bhatt शीला भट्ट @sheela2010

2 years ago

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Crowded Market Report @Crowded_Mkt_Rpt

2 years ago

Starting off 2024 with a great interview with Andy from @dampedspring. It was a great discussion and will need a part 2 in the second half of the year. youtu.be/4mCHsnCdzck

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Rishi Mishra @aRishisays

2 years ago

FED BANK TERM FUNDING LOANS $161.5B IN WEEK ENDED JAN. 17 AFTER $147.2B With the facility getting close to expiry, everyone's rolling their loans forward I suppose, and taking some new ones 😂

Rishi Mishra @aRishisays

2 years ago

FED BANK TERM FUNDING LOANS $161.5B IN WEEK ENDED JAN. 17 AFTER $147.2B With the facility getting close to expiry, everyone's rolling their loans forward I suppose, and taking some new ones 😂 https://t.co/mliYbAjZgz

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Aswath Damodaran @AswathDamodaran

2 years ago

I will be teaching my valuation and corporate finance classes at NYU's Stern School of Business in the spring, and as always, you are welcome to join. You can virtually take the class, access the material and even take the exams. bit.ly/3O0xSfb

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Paulo Macro @PauloMacro

2 years ago

On Uranium equities, I’ve had a chance to think about some mechanics and flows involved here, and I fear people need to be much more cautious in the near term. Note I am not talking about the U3O8 spot px - everyone including utilities, CCJ, KAP are short. $URNM $URNJ $URA 1/21

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Andy Constan @dampedspring

2 years ago

Here's my view given the massive easing that is going to meaningfully impact the real economy if it persists in a Gif

Andy Constan @dampedspring

2 years ago

Here's my view given the massive easing that is going to meaningfully impact the real economy if it persists in a Gif https://t.co/FGYodidUMM

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Jack Farley @JackFarley96

2 years ago

Interviewed a CRE investor in offices today and he says it's "much worse" than the headlines. He expects a cascade of defaults (landlords return keys to banks) that will be worse for commercial real estate than 2008 Great Financial Crisis Airs tomorrow

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Lawrence McDonald @Convertbond

2 years ago

Met Charle Munger in Omaha in the years after Lehman - he said: "Larry, never, ever tell anyone about your problems, 90% of the people really don't care... The other 10% are glad you have them."