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Prikvačeni tweet
Will the US have negative interest rates, and what are the implications for markets? You can read my 1Q2020 quarterly note here: http://www.silvercrestgroup.com/uploads/viewFile/5e164657-e398-418c-8468-8041c0a864b9/Economic%20Review%20Q1_20%20%28with%20Forecast%20Table%29.pdf …
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And yes, you can diversify your supply chains, but overall capacity will still feel a crunch. And this assumes that this and future epidemics can really be contained in their county of origin. Hopefully, but I wouldn’t bet on it.
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The risk of infectious pandemics interrupting global supply chains is real, but hardly unique to China. The notion that the “solution” is simply to shift supply chains away from China is deceptively appealing.
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The 2020 Iowa Caucus ... brought to you by Huawei.
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Patrick Chovanec proslijedio/la je Tweet
Canceling nuclear has its costs.https://twitter.com/martfack/status/1224512930370084864 …
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Why is everyone upset this morning about the Caucasus?pic.twitter.com/JD58k7RO2b
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My 7-year old daughter has two requests: 1) A cuckoo clock but with a unicorn that comes out and says “Unicorn!” 2) Purple glasses that make everything look purple.
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Patrick Chovanec proslijedio/la je Tweet
Love in a Time of Coronavirus. (From a form I had to fill out on a domestic flight.)pic.twitter.com/LsFLWEJuRC
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“Forget it, Jake. It’s Iowa.”
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Patrick Chovanec proslijedio/la je Tweet
Who would suffer the most from a Chinese slowdown?https://www.ft.com/content/8be84270-4430-11ea-a43a-c4b328d9061c …
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Which do you feel less comfortable letting your children watch?
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Patrick Chovanec proslijedio/la je Tweet
Iowa caucus winning chances: Sanders: 2 in 5 (41%) Biden: 1 in 3 (32%) Buttigieg: 1 in 7 (14%) Warren: 1 in 10 (10%) Klobuchar: 1 in 40 (2%)https://projects.fivethirtyeight.com/2020-primary-forecast/iowa/ …
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Patrick Chovanec proslijedio/la je Tweet
Oil bear market deepens as OPEC talks emergency action to deal with coronavirus crisishttps://cnb.cx/37ZClHO
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And who knows? They might be right.
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When a politician tells you "We're saying 'Merry Christmas' again", they're actually telling you "I think I'm talking to an idiot."https://twitter.com/thehill/status/1224471215584292870 …
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Patrick Chovanec proslijedio/la je Tweet
This from John Bolton’s longstanding aide and colleaguehttps://twitter.com/markgroombridge/status/1224456962139545602 …
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Patrick Chovanec proslijedio/la je Tweet
It seems increasingly clear that the US is more interested in talking about strategic competition than in actually competing strategically. I’m no Clausewitz, but I’m fairly confident that settting the bar in a place where you are certain to fail is a good way to, well, fail ...https://twitter.com/evanfeigenbaum/status/1224320949975056386 …
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Patrick Chovanec proslijedio/la je Tweet
BREAKING: Brent touches a 1-year low of $55.77 a barrel on fears about Chinese oil demand (April contract has become now the front-month). WTI is fighting to stay above $50 a barrel. Read on
@TheTerminal our story about Chinese demand, with@cangsizhi#OOTT#CoronaViruspic.twitter.com/BwKvPNi2EZ
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Patrick Chovanec proslijedio/la je Tweet
#UPDATE Turkish and Syrian troops traded deadly fire in Syria's northwest on Monday, raising tension between Ankara and regime backer Moscow over the#Idlib rebel enclave as President#Erdogan warned Russia not to stand in the way of its response http://u.afp.com/3obf pic.twitter.com/ZBNfZuNaG1
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