Raoul Kennedy

@rakurabu

Financial/economic systems (& linkages to law/judicial systems, political shifts), ex-fin industry, interests in science, art, languages.

East Asia
Vrijeme pridruživanja: srpanj 2010.
54 fotografije ili videozapisa Fotografije i videozapisi

Tweetovi

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  1. Prikvačeni tweet
    28. kol 2019.

    Debt Watch: Businesses (& individuals) can benefit by evaluating their debt load before it's too late: Recession and default risks make preemptive debt restructuring worth considering. A reference:

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  2. proslijedio/la je Tweet
    prije 18 sati

    It's become a total joke. The "market" is too overvalued to invest in, but you shouldn't short because it's completely manipulated by central banks, and trading is no longer viable now because almost all of the signals are headfakes thanks to HFT & central bank intervention.

    8 replies 27 proslijeđenih tweetova 120 korisnika označava da im se sviđa
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  3. proslijedio/la je Tweet
    prije 21 sat

    Friends, the draft of the transcription of a lecture I gave at the Leopoldina academy on how RISK & PARANOIA are misunderstood by psychologists & BS vendors. Part 1, for comments

    17 replies 112 proslijeđenih tweetova 394 korisnika označavaju da im se sviđa
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  4. proslijedio/la je Tweet
    prije 20 sati

    Jan 2020 ISM hits 50.9... Backlog still in Contraction at 45.7... More importantly, Employment at 46.6 remains firmly in Contraction.

    1 reply 8 proslijeđenih tweetova 29 korisnika označava da im se sviđa
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  5. proslijedio/la je Tweet
    prije 20 sati

    Wuhan Begins Human Trials Of New Gilead Coronavirus Vaccine |

    18 replies 69 proslijeđenih tweetova 132 korisnika označavaju da im se sviđa
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  6. proslijedio/la je Tweet
    prije 20 sati

    Quite the coincidence. The ISM manages to surprise with a 50.9 print, but with only 44% of industries reporting any growth. Exact same metrics (headline print and share of industries reporting growth) as in January 2008... the first month of the recession that so few saw coming.

    17 replies 146 proslijeđenih tweetova 541 korisnik označava da mu se sviđa
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  7. proslijedio/la je Tweet
    prije 22 sata

    Chinese state media has given the two new coronavirus hospitals in Wuhan adoring coverage, even live-streaming the opening of one tonight. But when we visited the site earlier today, it appeared far from complete.

    606 proslijeđenih tweetova 1.017 korisnika označava da im se sviđa
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  8. proslijedio/la je Tweet
    prije 20 sati

    "... local epidemics are probably already growing exponentially in multiple major Chinese cities .."

    Part of the must -read Lancet article that Tepper referenced
    8 proslijeđenih tweetova 7 korisnika označava da im se sviđa
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  9. proslijedio/la je Tweet
    1. velj
    Odgovor korisnicima

    Zero Hedge got suspended for discussing a conspiracy theory according to which the coronavirus is a bioweapon, and then linking it to HIV.
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    1 proslijeđeni tweet 7 korisnika označava da im se sviđa
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  10. proslijedio/la je Tweet
    prije 22 sata

    THE ROTATION TO IS INEVITABLE! The problem is that it will occur against a backdrop of devastation for many investors quietly lulled into the extreme sense of complacency by years of monetary interventions. comes at the worst times.

    8 replies 13 proslijeđenih tweetova 24 korisnika označavaju da im se sviđa
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  11. proslijedio/la je Tweet
    prije 22 sata

    Coronavirus updates from : Hong Kong closes most border crossings with mainland China, death toll at 361

    1 proslijeđeni tweet 1 korisnik označava da mu se sviđa
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  12. proslijedio/la je Tweet
    prije 22 sata
    Odgovor korisnicima i sljedećem broju korisnika:

    Yes...which then forced JPM, BAC, & C to do the heavy lifting of buying USTs (those 3 effectively financed 25% of the US deficit in 12 mths ending summer 2019), so when JPM said “no mas” in Sept, the Fed had to help. This is all ultimately the Fed’s problem.

    1 reply 1 proslijeđeni tweet 15 korisnika označava da im se sviđa
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  13. proslijedio/la je Tweet
    prije 22 sata

    "Je savais bien que cette réforme des allait être négative pour tout le monde et y compris pour les professions libérales...", déclare le député qui soutient les

    95 proslijeđenih tweetova 128 korisnika označava da im se sviđa
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  14. proslijedio/la je Tweet
    prije 22 sata

    Goldman downgrades Exxon to 'sell', slashes returns outlook

    1 reply 6 proslijeđenih tweetova 7 korisnika označava da im se sviđa
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  15. proslijedio/la je Tweet
    3. velj

    This is what Tesla Autopilot sees using neural networks that take 70,000 GPU hours to train and output 1,000 tensors (predictions) at each timestep. Source:

    1.806 proslijeđenih tweetova 8.804 korisnika označavaju da im se sviđa
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  16. proslijedio/la je Tweet
    3. velj

    The US high-yield bond ETF that trades as just recorded its biggest weekly withdrawal in almost two years, of $1.1 billion. While junk bonds are supported by lower rates, they're getting hit by both fears of a coronavirus-induced economic slowdown & lower oil prices.

    1 reply 49 proslijeđenih tweetova 98 korisnika označava da im se sviđa
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  17. proslijedio/la je Tweet
    3. velj

    "Like the SA government, we attach great value to the respect for property rights and the rule of law. When these two are endangered, it will affect existing and potential investors alike. It is important to have clarity on issues like these.”

    Dutch minister calls for SA clarity on land reform and property rights
    27 proslijeđenih tweetova 65 korisnika označava da im se sviđa
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  18. proslijedio/la je Tweet
    3. velj

    In case you missed it: US Yield Curve, measured by 3mth/10y spread, is back in inversion. Yield Curve tends to be a good recession predictor. 3mth/10y yield spread hasn’t sent a false signal for more than 50yrs, BBG’s Authers says.

    11 replies 183 proslijeđena tweeta 284 korisnika označavaju da im se sviđa
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  19. proslijedio/la je Tweet
    3. velj

    "The astonishing resurgence of socialism came as a surprise to many, but its failure to bring prosperity to South Africa will not surprise anyone with a basic knowledge of economics or history."

    8 replies 56 proslijeđenih tweetova 108 korisnika označava da im se sviđa
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  20. proslijedio/la je Tweet
    3. velj

    Biggest one day intervention in record. Cut rates and ban short selling. But it’s the US that’s overreacting they say.

    ’s central bank, other authorities battled panic in stock markets today. PBoC’s RMB1.2trln injection in bank system biggest on record in a single day. Move offset by RMB1trln in expiring notes so net RMB200bln (still big.) Bank cut funding rates by 10bp. PBoC 2nite
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    11 replies 48 proslijeđenih tweetova 200 korisnika označava da im se sviđa
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  21. proslijedio/la je Tweet
    3. velj

    Oops! ran world's largest current account surplus in 2019, Ifo has calculated. It is the 4th successive year that Germany’s current account surplus has been the world’s largest, w/Japan’s and 's.

    15 replies 71 proslijeđeni tweet 128 korisnika označava da im se sviđa
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