@chomclaziridis.bsky.social
Not sure. The 10% was already being applied before today
April 9, 2025 at 10:33 PM
Not sure. The 10% was already being applied before today
It really does. The reference to ‘Tesla’ also apt
April 1, 2025 at 12:13 PM
It really does. The reference to ‘Tesla’ also apt
Wondering if Musk becomes
Cummings to Trump’s Johnson.
Cummings to Trump’s Johnson.
March 11, 2025 at 1:50 PM
Wondering if Musk becomes
Cummings to Trump’s Johnson.
Cummings to Trump’s Johnson.
He’s being divided and conquered and there’s not a lot he can do about it
February 27, 2025 at 10:00 PM
He’s being divided and conquered and there’s not a lot he can do about it
I think with rock solid private sector balance sheets you may be able to have a growth scare that touches implied EPS assumptions, interest rate expectations but not solvency concerns. Defensives working over cyclicals backs this up
February 26, 2025 at 7:30 PM
I think with rock solid private sector balance sheets you may be able to have a growth scare that touches implied EPS assumptions, interest rate expectations but not solvency concerns. Defensives working over cyclicals backs this up
I think you are secretly the brother of Man United manager Ruben Amorim
February 5, 2025 at 12:10 PM
I think you are secretly the brother of Man United manager Ruben Amorim
Tett is unfortunately not a great thinker
February 2, 2025 at 10:32 AM
Tett is unfortunately not a great thinker
A little bit gratuitous
January 17, 2025 at 9:36 AM
A little bit gratuitous
Yep similar share holder pressure aspect as well. ‘07 was punishing higher cap ratio, now would be punishing lack of AI investment - regardless of merits
January 13, 2025 at 1:34 PM
Yep similar share holder pressure aspect as well. ‘07 was punishing higher cap ratio, now would be punishing lack of AI investment - regardless of merits
Growing disconnect between stories like this and the growing sense of scepticism more broadly, and market pricing of Mag7. Feels like the true believers are now the libertarian bros and they tend not to be the best at market timing
December 29, 2024 at 8:51 AM
Growing disconnect between stories like this and the growing sense of scepticism more broadly, and market pricing of Mag7. Feels like the true believers are now the libertarian bros and they tend not to be the best at market timing
Hipster nonsense
December 28, 2024 at 12:43 PM
Hipster nonsense
Came here to say this. We will never surrender
December 28, 2024 at 12:17 PM
Came here to say this. We will never surrender
It’s… truly fucking awful
December 27, 2024 at 12:10 AM
It’s… truly fucking awful
It’s fucking terrible
December 27, 2024 at 12:07 AM
It’s fucking terrible
What goes up…
November 29, 2024 at 5:02 PM
What goes up…
You’re both bots aren’t you
November 21, 2024 at 2:41 PM
You’re both bots aren’t you
Imagining the bot replies if this was on X. ‘God bless ✝️’ ‘true love! 💖’ ‘United by their love of the beautiful game ⚽️’ ‘Rest 🙏🏻’
November 21, 2024 at 10:27 AM
Imagining the bot replies if this was on X. ‘God bless ✝️’ ‘true love! 💖’ ‘United by their love of the beautiful game ⚽️’ ‘Rest 🙏🏻’
This is honestly irrelevant Ed - budget was a bit more stimulative and will result in slightly higher interest rates - that’s neither particularly good or bad
November 20, 2024 at 12:58 PM
This is honestly irrelevant Ed - budget was a bit more stimulative and will result in slightly higher interest rates - that’s neither particularly good or bad
Excellent as always
November 18, 2024 at 4:05 PM
Excellent as always
Absolutely - overtly political in a way that I think is without precedent in recent times
November 15, 2024 at 11:12 AM
Absolutely - overtly political in a way that I think is without precedent in recent times