David
@tacticalquant
Quantitative Focus | Loves Football
Interesting, it doesn’t take much prompting for ChatGPT to identify what is wrong with Australian democratic integrity and key issues that need resolution. Hard to argue with any of this… #auspol #Auspol2025 #auspolitics
This is an interesting angle. Tariffs create a force majeure cascade that blows up US manufacturers that are supposed to be doing so much winning
AIRCRAFT SUPPLIER HOWMET DECLARES FORCE MAJEURE & MAY HALT ORDERS FOR TARIFF AFFECTED SHIPMENTS: REUTERS ### $HWM
Interesting take
Everyone should read this link and understand the implications. We have $29 trillion in debt held by the "public." 33% of that debt, or $9 trillion, will mature in the next 12 months. That means we will need to sell new bonds to raise the money to pay off that $9 trillion to…
Hardest thing to read right now are the midwit “assume history rigidly repeats and other parties don’t acquiesce” takes. He’s going to get massive change here, maybe not everything but will still make libs look like cvnts.
Wonder how all the promises to invest ‘00s of $B in reshoring US production will go when the overseas parent companies stock prices halve. Cost of accessing capital may increase just a little….
What do I think of Elon Musk? Tour tickets: jimmycarr.com/tour/
Feels like this US dollar and yield strength is not US driven, and that we may be watching a real economic crisis in UK/Europe getting priced into risk assets.
Once you have heard Eric Cartman sing O’Holy Night is it possible to hear the song in any other voice?
Paris is the best city in the world. So in 2018, I moved there. Here’s my comprehensive non-tourist mega guide to the city 🇫🇷: First off you need AT LEAST 4 days. Don’t try to do Paris in 2 days. It’s a mistake. Museums Musee D'Orsay Picasso Museum Centre Pompidou (Such a…
Wonder is Aus banks have as much to gain from people returning to the office in avoidance of office landlord defaults as they do internal productivity increases? Office market needs a watershed moment of return to work onsite or it will become a shambles like US.
.@SBSNews is this the quality of journalism you really offer? Or have you become a clickbait farm? #dross
.@MelbourneCity what is the process for getting refunds on tickets for the abandoned match last Saturday night?
Spent the last fortnight between NYC and Dallas. The Texans I met are up there with the most polite and hospitable people I have met anywhere in the world. It is no wonder so many have relocated there recently. NYC great as usual, Dallas an extremely pleasant surprise!
Is Joe Biden the origin of Covid and just been spreading it the whole time?
Why TF would markets meaningfully top or bottom when all the main players are on summer vacation? Why wouldn’t MMs use low liquidity to pop prices and unwind exposure during such a period? Couple of interesting questions…..
MAN WITH BANKRUPTED SHITCOIN TATOO STILL NOT DONE MAKING PREDICTIONS
Given the post-GFC cycle of printing cash took so long to mature, it is interesting so few expect this reversal to take time to play out. A lot of industries are insolvent, this doesn’t change overnight🧐?
Guess those USD bonds sold by EU companies are looking a little regrettable at the moment.