DataFox
@datafox21
Data/AI Eng. Here to make friends & learn how to invest. Focus: Markets, Crypto, CRE, RE to understand inflection pts to trade/invest. ๐๐ดโโ๏ธ๐๏ธ๐ช๐๐จโ๐ซ
ID:283582251
17-04-2011 15:43:37
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Lawrence McDonald Most elements of the grid such as transmission lines of all voltages need aluminum, not copper. Their ratio tells us a more relevant story.
Of course Cu will matter over the next 10y (something I explained in countless details), but it wonโt matter overnight.
First, Chinaโฆ
Raoul Pal As always, itโs all about liquidity.
Weโve had a slowdown in liquidity growth recently, hence the slowing in momentum.
But the next big catalyst for liquidity could be the QRA in a few daysโ time.
Janet Yellen has a lot of influence over markets currently. It in her hands ๐
BREAKING.๐จ
FBI Director Christopher Wray has announced that Chinese government-linked hackers have infiltrated U.S. critical infrastructure.
โThe PRC [Peopleโs Republic of China] has made it clear that it considers every sector that makes our society run as fair game in itsโฆ