Bessent says he and Trump want lower 10y rates, not FED cuts (expand supply of energy!) >>> he gets it, credit markets leads the Fed >> 10s UST 4.43% - lowest YTD >>> UST's embracing every soft(er) print on US data
China says willing to resolve trade issues through dialogue and consultation
Saudi and many others reject ''Trump's Mar-a-Lago 2.0 plan for Gaza''
The U.S ISM Services PMI for the US declined to 52.8 in January 2025 from a downwardly revised 54 in December 2024, and well below forecasts of 54.3. EIA report also dragged crude prices lower
#GOOG committing to $75 billion in capex next year will be equal to roughly 70% of its operating cash flows...There's no reason to pay 25x earnings for a business funneling 70% of cash flow into a (potential) capex blackhole, but in any case , either way seems rather nuts, and finally Google says commercial quantum computing applications arriving within 5years, Google's 'most capable' AI model is now available to everyone, and Mark Andreessen : Not a single American big tech company can prevent Chinese espionage from taking its software and chip secrets. None have counterintelligence capability even remotely close/Threads
USPS will now accept packages from China, reversing a move that threatened AMZN
GOLD : Are Tariffs Causing a Gold Shortage? Gold is returning to trade based on pure physical supply and demand
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced. The US now holds $36.2 trillion worth of government debt, meaning 25.4% of the total is set to mature
Nordstream 1 gas pipeline is permanently destroyed - Equinor excecutive
Lithuania, Latvia and Estonia will disconnect from the Russian power grid on Saturday 8 February, severing Soviet-era energy ties with their neighbour to the east
Tesla sold almost 60% fewer cars in Germany in January than in the year-earlier period
After Denmark and Germany (Merz), now Finnish PM Orpo announcing a big shift toward financial integration . ''It's the end of frugal states'' >>> Looks to me like Trump is accelerating the process towards a fiscal Union ! which could be good news
PLTR made a Net Profit of $77 Million last quarter, $55 Million of that Net Profit was from Interest.... and the market cap is $235bn...
#BTC The lesson of El Salvador’s failed Bitcoin experiment... approximately 92% of Salvadorans did not use Bitcoin
ECB - All incoming data point to inflation converging towards our 2% target in 2025
Marc Andreessen 🇺🇸 on X: "Not a single American big tech company can prevent Chinese espionage from taking its software and chip secrets. None have counterintelligence capability even remotely close. https://t.co/kCuiy4eeGP" / X
After two years, only 8% of Salvadorans used Bitcoin even once. If Bitcoin can't function as a medium of exchange—the purpose for which it was created—what value does it have that can be stored?
Welcome news!
(1) Eric Yeung 👍🚀🌕 on X: "This looks to me like all #Gold and #Silver bullion coming from Hong Kong to the U.S. are now subjected a 10% tariff. So no U.S. sucking China originated #Gold and #Silver anymore. I guess this is why Reuters reported that the Indians are working overtime exporting #Gold to the https://t.co/oCt78kcIq6" / X
Gold Telegraph ⚡ on X: "A timely reminder from a former Federal Reserve Chair: "If gold is a relic of history, why do Central Banks + the IMF still hold over $1T of gold? If it's meaningless, why is everybody still holding it?" - Alan Greenspan https://t.co/bwjRWxCkfG" / X
The Kobeissi Letter on X: "This is insane: In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced. The US now holds $36.2 trillion worth of government debt, meaning 25.4% of the total is set to mature. This is the REAL reason rates are rising. Let us explain. (a thread) https://t.co/H1YU6hJA1W" / X
The Long Investor on X: "$PLTR made a Net Profit of $77 Million last quarter $55 Million of that Net Profit was from Interest. $PLTR made $22 Million Net profit from Operations last quarter This is not a typo. They do not make money. This is a bubble. Their Market Cap is $236 Billion on $22 Million https://t.co/XA3qtl8Ha7" / X
Comments