Logoes (@logoes_) 's Twitter Profile
Logoes

@logoes_

Invisible capital management. Trades and opinions are personal.

ID: 1340189942803288066

calendar_today19-12-2020 06:59:27

48 Tweet

11 Followers

186 Following

Marc-André Fongern (@fongern_fx) 's Twitter Profile Photo

The USD's downside potential is quite limited. a) Focus on good US data, recovery, along with a tapering process. b) In case the Delta variant turns into a real market risk, safe haven (USD) demand would rise. c) Fed prepares markets for an end of ultra-easy money.

Carol Roth (@caroljsroth) 's Twitter Profile Photo

“Unrealized capital gains” is not a thing; do not normalize it. Call it out for what they are proposing: unlawful seizure of personal property.

Bill Ackman (@billackman) 's Twitter Profile Photo

A thought. While it is too early to have definitive data, early reported data suggest that the Omicron virus causes ‘mild to moderate’ symptoms (less severity) and is more transmissible. If this turns out to be true, this is bullish not bearish for markets.

Bruno Maçães (@macaesbruno) 's Twitter Profile Photo

Not sure this is bad news. Ukraine’s goal should not be to hold territory but to impose maximum casualties in time and place of their choosing. This has to quickly become a guerrilla war