Martha, Martha, Martha Brent crude down 20% YoY

If this nowcast figure is true, the FED is well behind the curve.

Kiss goodbye to EV

The curve turned positive... yayyyy #macro #hopE

Today's US CPI Data by Truflation. 🇺🇸 1.06%

🇨🇳 #China M1 money supply fell 7.3% YoY in August (largest drop ever) *Real M1 (adjusted for CPI) fell 7.9% YoY in August (largest drop ever)

August China econ data are showing weakness across the board: production, consumption and investment all below expectation and slowing further; home price continues to decline; M1 money supply growth negative for five months in a roll. We are almost at 4Q, and 5% growth appears

From the Fed's perspective, Friday's fed fund futures close was about the worst possible: 49% probability of a 50 bps cut/51% probability of a 25 bps cut (chart). This is literally one tick from maximum uncertainty (50/50). About half of Wall Street will be

BREAKING: The Restaurant Performance Index (RPI) fell -1.3% in July to 97.7 points, the lowest level since the 2020 lockdowns. This index tracks the health of the restaurant industry in the US by measuring sales, customer traffic, labor, and overall business conditions. Since

Either spot goes up or hashrate to drop. Given BTC has become a very well publicised asset, attracting incremental buyers is becoming more challenging as it remains a much asset w no real application apart from scarcity narrative. Hashrate ll go down and network to shrink in ST

Here we go again. Whenever my timeline gets flooded with 'Silver to the moon' posts on a Sunday evening, precious metals get dumped with COMEX opening. Let’s see if this time is any different. 🥹

Here we go again. Whenever my timeline gets flooded with precious metals posts on a Sunday evening, they get dumped when the COMEX opens. Let’s see if this time is any different.

It’s not about patents. The USSR had top scientists and mathematicians. The collapse of the private sector, coupled w a 20-year low in startups and brain drain, threatens long-term innovation. Profit-driven capitalism fuels true innovation—everything else breeds imitation.

So India has officially surpassed China in the weighting of the MSCI World Index.

😂

Africa not a biggy.