The number of blue checks on here who have delighted in Tweeting, “Twitter is a private company, if you don’t like it, leave!” who are suddenly shaken to their core by Elon Musk becoming the largest Twitter shareholder is absolutely glorious.

Short echo chambers. Long constructive discussions with people who disagree with you, and whose theories are backed by data challenging your thesis. Every strong macro investors I know always has this trade on their books. Market-humbleness is hugely underrated.

If tasked with collapsing global bond markets & economies as quickly as possible, I'd do the following: 1. Have the Fed tighten with US debt/GDP >120% & deficits/GDP at 7%+. 2. Impede flows of energy & commodities out of Russia. 3. Impede flows of goods into & out of China.

My testimony before the House of Commons Standing committee on “Creating a fair and equitable transition for Canada’s energy transformation.” For the rest and the follow up questions please go to youtu.be/AsTBsks0uno CNWC - Canadian Nuclear Workers' Council SPEACanada Boilermakers Union Power Workers' Union

It’s important not to mix up the cyclical with the structural reality of the oil and gas sector. As for the structural part, this sums it up: “The world needs to wake up to an existing reality. The world is running out of energy capacity at all levels.” bloomberg.com/news/articles/…

When your outgo exceeds your income your upkeep becomes your downfall #economics #finance #fiscalresponsability

Reverse wealth effect in motion.

If I were a policymaker now, the question keeping me awake at night would be: What if the hit to consumer demand we are engineering doesn't produce a slowdown in inflation after all?

The predictive skills of “Wall Street economists” at full display in this epic chart.

Finally!! $UEC! Biden Administration Proposes Plan to Transition Away from Russian Nuclear Fuel Supply DOE has asked Congress for approval to purchase $3.5 billion of low-enriched uranium (LEU = uranium, conversion+enrichment) to incentivize new fuel cycle capacity in the USA.

Crazy!

China said its giant Sky Eye telescope may have picked up signs of alien civilizations, according to a report by the state-backed Science and Technology Daily, which then appeared to have deleted the report and posts about the discovery trib.al/Whritw4

Based on how Prof. Hanke measures it, at least 17 countries have over 30% annual inflation.

The most important question traders should be asking today is why the selling is still so orderly and controlled. The stock market is not crashing, people. The biggest risk is the # of people who think this is what a crash looks like outnumber those who have been through one.

Whores

Merry Christmas Everyone!

A bear market rally starts by squeezing out shorts It extends through some narrative that seems to validate price action (2001: worst is behind; 2023: soft landing) In the end though, to morph into a new bull market it needs fundamentals and/or the Fed You have neither in 2023

Thank you for celebrating Canada Night with us! 🍁 #GSX. Our Foosball champions had a blast challenging attendees from across the world! If you want to learn more about Commissionaires or challenge our team to air hockey, visit our booth at 4179.

We are thrilled to announce Adon Sanjab joining AiMining Technologies, a subsidiary of iMining, as an Advisory Board member! With his expertise in sales management & strategic leadership, Adon will drive AI innovation in surveillance & security. More info: bit.ly/3I6zn7U

🌟 Exciting News! 🌟 Thrilled to welcome Adon Sanjab to iMining! His leadership promises innovation in #AI for surveillance and security. With a decade's experience, including VP at Commissionaires BC, Adon brings expertise aligned with our vision. Stay tuned for updates!