Paulo Macro
@PauloMacro
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Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Joined May 2013
Nothing I say should be construed as investment advice. I do not know your circumstance and so please treat my tweets as nothing more than what my thoughts are & what I’m doing with my own money. Please do your own work and consult your own financial advisor.
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So unlike the vast majority of what has come out of the administration in recent months, I thought this deal was brilliantly designed given the objectives and bigger picture, and this FT piece smacks of sour grapes from industry players that wish the money were flushing in their.
Pentagon’s China-style rare earths deal triggers industry backlash
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Yes.
Bidding wars are confidence-driven decision-making at its best. They only occur at extremes in confidence when there is an intense sense of scarcity as the crowd is convinced there won't be enough supply to meet the coming insatiable demand.
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The signs of EM-ification of the US are so frequent now (my whole “this is Brazil” and “this is Africa”). Related: When people tell me “but Bessent knows if Trump goes all Erdogan, curves and rates detonate so he will keep Trump from doing something truly insane like firing
It’s all fun and games, til Treasuries go no bid….
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RT @donnelly_brent: $CEPO performance is the tell that the bitcoin treasury nonsense has peaked.
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I used to think the greatest financial risk to the average person is the accelerating devaluation of fiat money's purchasing power. Now I'm tilting towards the mass jobs destruction AI/robotics will create. I think the latter is the nearer apex threat timing-wise.
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Lol
Yellen: I don't talk to Secretary Bessent. He has undone everything I worked on at Treasury. Bessent: "I couldn't even tell you what Secretary Yellen's China policy was, aside from consuming beer and mushrooms.". via @bobdavis187 .
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Lol we live in a simulation.
i vibe coded a little game called Coldplay Canoodlers. you're the camera operator and you have to find the CEO and HR lady canoodling . 10 points every time you find them. 👇link
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The astronomer coldplay memes are absolute fire out there today
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Yes folks you read that right, the head of the Federal Housing Finance Agency which oversees Fannie and Freddie — which were designed to subsidize mortgage lending and make housing more affordable for homebuyers — is encouraging the political capture of the US central bank which.
I am told by very reliable Congressional sources that there may be a criminal referral coming from one or more Congress members to the DOJ for Jay Powell’s alleged perjury about the $2.5BN building.
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Wow has it been two years already.
@PauloMacro The answer is AI hype - NVDA is your Juniper.
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When I wrote this All Clear Echo/Max Stupid thread three years ago, I truly never imagined we would be here today. I just wasn’t creative enough. This month marks the 3yr anniversary of AMTD Digital going public (, just a month after the 2022 lows, a name
The first countertrend rally in The Bear always take us to a max stupid point. It becomes an echo of the prior top. Cloudbear calls this the All Clear Echo. 🧵 . Spoiler - This is why you are seeing HKD happen 18mths after GME/Spac madness. 1/15.
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To be crystal clear - April 16 is when the decision was *made*.
At this point I am largely convinced that Trump is gonna fire Powell regardless of what courts say, and deal with the fallout later. I do not say this lightly, or for effect. Clear as day to me this is coming. So I made a meme, which I will resurface later this year as a
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On Powell. Think we will play “just the tip” like we did with iran to innoculate the mkt but in the same way iran bombing decision was made in Feb, this decision was already made the first time i used the jurassic park Muldoon meme a few mths ago. If you follow the timeline from
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New post up on the blog . Market Failure as Discounting Mechanism — Part I:. How the market fails to discount the obvious, even when punched in the face. Link in my bio or click the image below. hope you enjoy!.
substackfwd.xyz
How the market fails to discount the obvious, even when punched in the face
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Well that didn’t take long….
Sounds like Bibi needs to pop off another front.
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