Polemic Paine(@PolemicTMM) 's Twitter Profileg
Polemic Paine

@PolemicTMM

Team Macro Man, City veteran, investor, trader and lover of wild places. Fascinated by behavioural biases.

ID:2433437755

linkhttps://polemics-pains.blogspot.com calendar_today08-04-2014 10:53:46

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Polemic Paine(@PolemicTMM) 's Twitter Profile Photo

Has twitter added an algo that adds extra words and screws up your grammar and spelling between hitting post and it arriving on screen?

If not (and it indeed is user carelessness) it would be a clever mind game to inflict as a way of throttling accounts.

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Polemic Paine(@PolemicTMM) 's Twitter Profile Photo

Narratives lag and are very sticky. If you've spent the last decade watching gold not do much vs other assets then you happily adopt the the easy dismissive cases against it.

But when price fomo forces it, there's a phase change flip.

Effectively a narrative stop loss.

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John Arnold(@JohnArnoldFndtn) 's Twitter Profile Photo

Every market participant sees the same price signal at the same time and responds in the same manner, almost certainly leading to a market glut in a few years. It's the eternal, inevitable boom/bust cycle of commodities.

Every market participant sees the same price signal at the same time and responds in the same manner, almost certainly leading to a market glut in a few years. It's the eternal, inevitable boom/bust cycle of commodities.
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Polemic Paine(@PolemicTMM) 's Twitter Profile Photo

Market commentator top tip for today's markets.

Write your daily commentaries with a seven day lag.

Moving average of news to price will give a higher quality of output compared to screaming about large intraday moves as the next big thing.

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Polemic Paine(@PolemicTMM) 's Twitter Profile Photo

Vietnam tycoon sentenced to death in $12 billion fraud case, state media reports.

reuters.com/world/asia-pac…

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Julian Jessop(@julianHjessop) 's Twitter Profile Photo

FYI, the UK has suspended tariffs on a wide range of imports from today.

Allianz Trade suggests that this will reduce by 0.6 percentage points (more than offsetting the 0.2pp increase they attribute to checks on agricultural products).

reuters.com/world/uk/brita…

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Javier Blas(@JavierBlas) 's Twitter Profile Photo

Peak coal? Hmm, how to put it: no.

The world added last year ~60 GW of coal-fired power capacity, the most since 2016 (China, that green champion, accounted for more than â…” of the increase), according to a new report.


globalenergymonitor.org/report/boom-an…

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Sina Toossi(@SinaToossi) 's Twitter Profile Photo

🚨BREAKING:

-Iran has reportedly halted all air traffic to and from Tehran.

-Flight radar shows significant reduction in passenger aircraft over western Iran & Israel.

Potential Iranian retaliatory strikes against Israel in the coming hours?

🚨BREAKING: -Iran has reportedly halted all air traffic to and from Tehran. -Flight radar shows significant reduction in passenger aircraft over western Iran & Israel. Potential Iranian retaliatory strikes against Israel in the coming hours?
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Gregory Brew(@gbrew24) 's Twitter Profile Photo

Gen. Kurilla, CENTCOM commander, is going to Israel to coordinate with IDF as possible attack looms.

FWIW Iran has reportedly warned the US to 'get out of the way' as it retaliates. This looks like the opposite (literally). axios.com/2024/04/10/isr…

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Helen Thompson POLIS(@HelenHet20) 's Twitter Profile Photo

One way of telling the story of the UK's macro-economic problems is by what happens when the domestically-produced energy basis erodes, radically increasing external vulnerability. (Energy Trends March 2024)

One way of telling the story of the UK's macro-economic problems is by what happens when the domestically-produced energy basis erodes, radically increasing external vulnerability. (Energy Trends March 2024)
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Polemic Paine(@PolemicTMM) 's Twitter Profile Photo

Expecting inflation data to give fewer and fewer surprises as we move into AI world. Prices are public and AI will scrape everything. Forget LLMs, it's LNMs (Large Number Models) that will be the game changer.

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