Joe Weisenthal

@TheStalwart

Co-host of the Odd Lots podcast.

New York City
bloomberg.com/OddLots
Registrerte seg mars 2008
25,5k bilder og videoer Bilder og videoer

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  1. Festet tweet
    for 19 timer siden

    MORE CHIPS CONTENT On the new Odd Lots, and I brought back on to explain why, after all this time, the semiconductor supply chain actually seems to be getting WORSE.

    11 svar 18 retweets 121 liker
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  2. Retweetet
    for 20 timer siden

    The f. I love Nicki Minaj.

    11 svar 72 retweets 611 liker
    Angre
  3. for 11 timer siden

    Hello

    11 svar 136 liker
    Angre
  4. Retweetet
    15. sep.

    That Discord round got done! Company tells me they raised $500m and confirmed our scoop about Dragoneer leading. Source puts valuation at about $15 billion

    8 svar 34 retweets 161 liker
    Angre
  5. Retweetet
    for 11 timer siden

    This market is lethargic.

    33 svar 5 retweets 112 liker
    Angre
  6. for 11 timer siden

    "The national average rate for van loads on the DAT One load board network rose 3 cents to $2.76 per mile (including fuel surcharge) in August, surpassing the previous high in July." --

    1 svar 1 retweet 5 liker
    Angre
  7. for 12 timer siden

    They're radically different. Not even close. People who say devaluation is default are trying to pull a fast one over you. People have nominal obligations, and a devaluation effects both sides. A default just effects your inflows.

    Devalue vs default. A nonsense distinction as we can to tiny defaults which are the equivalent of devaluation in practice.
    9 svar 8 retweets 49 liker
    Angre
  8. for 13 timer siden

    The modern world is a mess. Anyway episode is available in all the usual places

    3 svar 2 retweets 11 liker
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    Angre
  9. for 13 timer siden

    With chips, the manufacturer (as explained) has almost zero visibility into actual user demand. And because order cancelations are so common, sometimes the vendor might not even bother manufacturing the full order, on the assumption that some/all will be canceled.

    2 svar 2 retweets 16 liker
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    Angre
  10. for 13 timer siden

    With shipping, so much of whether you can get space on a vessel (as explained) so much depends on whether you know a guy in Copehnhagen who can get your stuff on a boat. With trucking, a lot of it jobs are just done over random message boards or Telegram groups.

    2 svar 2 retweets 12 liker
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    Angre
  11. for 13 timer siden

    One of the things that I'm learning, from our various episodes on things like chips and also shipping, is just how incredibly messy and inefficient B2B purchasing is. wrote about it here, the disconnect between headline orders and sales

    2 svar 2 retweets 22 liker
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    Angre
  12. for 13 timer siden

    will accept Litecoin

    20 svar 20 retweets 192 liker
    Angre
  13. for 13 timer siden

    Ben nails it. Using a 100% unambiguously legal option to avert a debt default is somehow considered to be not serious. And therefore implicitly, defaulting on our debt for the first time ever -- for zero economic reasons -- is considered to be more serious. Total DC brain

    the main argument against minting the coin is something like "well, then US institutions will lose legitimacy!" but I think it;'s fair to assume the US would lose a fair amount of legitimacy if we defaulted on our debt because Congress couldn't pass a procedural authorization
    15 svar 34 retweets 229 liker
    Angre
  14. for 13 timer siden

    Eurasia Group says there's a 20% chance of a US technical default sometime in late October, on account of a failure to lift the debt ceiling.

    17 svar 10 retweets 46 liker
    Angre
  15. Retweetet
    for 14 timer siden
    Svar til

    And yet still *super* high relative to what iron ore miners have faced over the past 7ish years.

    1 svar 3 retweets 28 liker
    Angre
  16. for 14 timer siden

    Iron ore prices have totally collapsed

    24 svar 31 retweets 155 liker
    Angre
  17. for 14 timer siden

    "While housing affordability has become a hot topic in the West, many Chinese are more likely to protest falling home prices than spiking ones."

    6 svar 8 retweets 32 liker
    Angre
  18. Retweetet
    for 14 timer siden
    Svar til

    The coin with more liquidity in a particular market. Lots of Nigerian traders use it for that reason.

    1 retweet 10 liker
    Angre
  19. Retweetet
    for 14 timer siden
    Svar til

    USDT: * More liquid * More lindy * Faster/cheaper (Tron vs ETH) * Offshore, arguably more censorship-resistant

    1 svar 2 retweets 13 liker
    Angre
  20. Retweetet
    for 14 timer siden
    Svar til

    there is a belief that usdt is less likely to be frozen if you're doing illegal things

    1 svar 1 retweet 10 liker
    Angre
  21. for 14 timer siden

    I know kind of explained this to us in our first Odd Lots with him, but what is/are the scenarios where a crypto trader would prefer to use USDT over USDC?

    32 svar 1 retweet 47 liker
    Angre

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