Feed - Buzzberg

16:41
Apr 16

@fcfinvest

The U.S. started a blockade, signaling this thing can go on for a long time. Europe needs to start preparing for the worst scenario, inclu…

16:39
Apr 16

@fcfinvest

@mtmalinen No, the blockade takes weeks/months to bite. They surely are more worried about the imminent threat of another attack, maybe with…

16:31
Apr 16

@fcfinvest

I am thinking about this thesis a lot. Because this scenario will create deflation (at least initially, until governments intervene), furthe…

TLT GLD SPY

MED

14:04
Apr 16

@fcfinvest

https://t.co/edNnIVIHx6

14:03
Apr 16

@fcfinvest

https://t.co/e7PWm2cEWj

13:59
Apr 16

@fcfinvest

The Russian Ruble strongly appreciated in 22/23 when Europe could buy Russian energy in Rubles, but Russians couldn't spend much due to sanc…

13:58
Apr 16

@fcfinvest

The Russian Rubel strongly appreciated in 22/23 when Europe could buy Russian energy in Ruble, but Russian's couldn't spend much due to sanc…

13:06
Apr 16

@fcfinvest

Given that the blockade is the result of long-term planning and not a spontaneous decision, you have to assume the entire campaign is part o…

10:04
Apr 16

@fcfinvest

Crypto inflation rates: $HYPE buyback mechanism creates deep value: -20% annual token inflation in circulating supply https://t.co/YOt6A8ua…

HYPE

HIGH

09:17
Apr 16

@fcfinvest

The U.S. doesn't do a blockade if it aims for a quick deal. They started repurposing the Marines already under Biden, sent the Marines weeks…

USO

MED

09:15
Apr 16

@fcfinvest

The U.S. doesn't do a blockade if it aims for a quick deal. They started repurposing the Marines already under Biden, and know the blockade …

USO

MED

17:01
Apr 15

@fcfinvest

Crypto traders understand this concept very well. Perpetual futures buying isn't seen as longer-lasting, prone to reversals, whereas spot bu…

16:58
Apr 15

@fcfinvest

The next sell-off will be heavier The "rubberband sellers", i.e., put buyers, vol-targeters, are in almost every sell-off. They have been s…

16:46
Apr 15

@fcfinvest

"We're going to sell it to them. We're not going to say we're not going to [sell to them]. In other words, we'll be selling oil uh probably …

16:01
Apr 15

@fcfinvest

@TheMaverickWS 3) Yield s(volatiltiy) are rising again

15:26
Apr 15

@fcfinvest

@briangobosox eh, pretty good? U.S./Israel didn't dare to go after large infrastructure targets. But I am sure that was because of humanitar…

15:19
Apr 15

@fcfinvest

Give up your one insurance against our nukes/infrastructure destruction, and we pinky promise to make you rich. Iran needs the nuclear mat…

15:16
Apr 15

@fcfinvest

@briangobosox *the economic promises are propaganda to activate the money-hungry forces within the country. This works very well also in Chi…

15:14
Apr 15

@fcfinvest

@briangobosox Who guarantees the deal? The word of the president? Iran needs the nuclear material as a guarantee U.S./Israel cannot nuke t…

15:12
Apr 15

@fcfinvest

Yes. ZIRP pushed many risk-averse pension funds into real estate and VC that have zero problems now sitting at 3-5% with low risk. High i…

14:09
Apr 15

@fcfinvest

@MacroJason In other words, if Romania has to hike to 12% for some reason while the ECB stays flat, I would expect Romanian real estate to f…

14:07
Apr 15

@fcfinvest

@MacroJason RON. True that many EUR flow to Romania, but I guess that most of the buying power still comes from credit creation done by R…

13:30
Apr 15

@fcfinvest

Lowering the tax by 5% for each kid for fathers could unlock true fertility imho. Imagine all the Dubai expats joining a domestic race tow…

13:27
Apr 15

@fcfinvest

@MacroJason Hungary is often cited, but did they really expect a mother is motivated to get three children by lower taxes :D. They couldn't …

13:24
Apr 15

@fcfinvest

@mtmalinen They act like a ditched husband/boyfriend, desperately wanting to get back to his ex. Europe is a heavily feminised society - the…

13:22
Apr 15

@fcfinvest

True, many also underestimate the power of the U.S. and EA to devalue their currencies to support their asset markets. Smaller countries don…

09:42
Apr 15

@fcfinvest

Crypto went from: What will be in the upcoming hardfork to "Wen Saylor buy". Finance is always about ponzinomics, but the innovation in cr…

09:31
Apr 15

@fcfinvest

@MacroJason True, but high IQ is correlated with low fertility in recent history. Surely it can't be smart to kill your ancient bloodline, a…

09:30
Apr 15

@fcfinvest

@MacroJason True, but high IQ seems to be equivalent to low fertility. Surely it can't be smart to kill your ancient bloodline

08:21
Apr 15

@fcfinvest

Why not? Russia and especially China are submitting again to the U.S. hegemony. Trump even gets a parade through Beijing as a thank you fo…

16:05
Apr 14

@fcfinvest

Adding Bessent, Lutnick, and Leavitt to the mute list. Staying with the facts from now on

16:03
Apr 14

@fcfinvest

This was a lie; tariffs are 10% and thus well below a $400bn p.a. run rate. I muted "Trump" from my timeline. This mf wants so badly into …

16:03
Apr 14

@fcfinvest

This was a lie; tariffs are 10% and thus well below a $400bn p.a. run rate. I muted "Trump" from my timeline. He wants so badly into our b…

15:58
Apr 14

@fcfinvest

This was a lie; tariffs are 10% and thus well below a $400bn p.a. run rate. I muted "Trump" from my timeline. This mf wants so bad into ou…

11:39
Apr 14

@fcfinvest

True or not, China is projecting incredible weakness - at least publicly. Not a good place to invest.

FXI

MED

11:39
Apr 14

@fcfinvest

True or not, China is projecting incredible weakness - at least publicly.

11:35
Apr 14

@fcfinvest

Eni is an underappreciated oil major. It has a great CEO, and a network that benefits from a Hormuz closure.

E

MED

11:11
Apr 14

@fcfinvest

Chinese investment in Venezuela: ~$100bn, the Middle East: ~$270bn Trump is dismantling China in a Blitz. So far, the public reply from Bei…

09:16
Apr 14

@fcfinvest

The Market agrees with this: They may have had a deal ready for some time now. Trump won't let Vance take the credit, and hence the second m…

09:13
Apr 14

@fcfinvest

The Market agrees with this: Potentially, they had a deal ready for some time now. Trump won't let Vance take the credit, and hence the seco…

08:48
Apr 14

@fcfinvest

The law of the jungle is coming to you whether you like it or not. Words alone won't be enough for other countries to pivot to China if Chin…

16:26
Apr 13

@fcfinvest

BRICS is dying. Trade alliances are useless if you cannot or will not defend them

16:09
Apr 13

@fcfinvest

Interesting that these comments didn't make it into the Bloomberg news feed, but a 2-hour-old New York Post article did.

16:08
Apr 13

@fcfinvest

@Ross__Hendricks Yes, I know, sarcasm doesn't work well in writing - my bad

16:05
Apr 13

@fcfinvest

@Ross__Hendricks Somehow these comments didn't make into the Bloomberg Fed, but the 2-hour-old Post article did

16:04
Apr 13

@fcfinvest

@Ross__Hendricks Ah, I am sure the Chinese Defence Minister, who happens to be an Admiral, knows nothing when he just said "We have trade a…

15:56
Apr 13

@fcfinvest

@MacroJason Agree. It is all about NATO/anti-Russia/Energy now. Poland complies well on these lines and hence can afford to act independentl…

15:32
Apr 13

@fcfinvest

all good reasons. I add the reason why the market isn't frontrunning this as it should: Crude is among the highest-volume products on crypt…

09:50
Apr 13

@fcfinvest

Duration of maritime blockades from Grok: If forced to generalize from major historical naval blockades (especially 19th–20th century strat…

14:34
Apr 12

@fcfinvest

So far the West has backed off twice from attacking an escorted tanker. 1) Russia to Cuba 2) Russia through the English Channel.