@swell_school

https://xitter.cf/t.co/5kuQm3Mfcg Apparently anything is possible today. Traveling, (Options) Trading, Coffees and Cigars. Co Founder of the DaysToExpiry app.

 Singapore. Australia. EU
podcast.thecoveredcallpod.com/
Joined May 2019
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59Media
History, Macro & Energy. Western Values, Meritocracy & 4th Turnings. Who better to connect the dots across those massive themes than my favourite rational optimist @LukeGromen and my trusty co-host @KaufLovis Link below⬇️
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Now do this for oil, and inventory drawdowns per capita since feb 28th.
Eric Yeung 👍🚀🌕
@KingKong9888Oct 17
Wow 😮. Hong Kong’s sizable French Expats community makes sense…
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First, the Chinese came for plastic toys, we were not worried as there was plenty of profit to be made outsourcing. Then they came for mining and refining, and we were not worried, for more money was obviously to be made downstream. Then they came for solar, robotics, EVs and batteries, but we were not worried, for we could buy it all rather cheaply with paper + we had ChatGPT. Now they have come for compute, do we realise that there might be little left but carriers and USTs?
Jen Zhu
@jenzhuscottOct 17
OMG DeepSeek V4.1-Flash-1017 Search & Fetch APIs costs $0.75 per 1000 calls. OAI & Anthropic: $10 per 1000 calls. Grok: $5 per 1000 calls. Google Gemini: $14 per 1000 calls. OMG 😧
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African (chinese owned) companies paying taxes in RMB 🧐
🤠Weimar Treasury Salesman🤠@BankerWeimarOct 14
Replying to @BankerWeimar
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Gluttony writ large. Cc: @philippilk
Energy Headline News
@OilHeadlineNewsOct 14
API crude oil inventories Crude -11.12M Expected +1.9M Previous -2.1M
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Ordering Chaos retweeted
Ignis Rex
@Ignis_RexOct 11
Riot in Beijing - where is CNN, BBC?
RKM
@rkmtimesOct 10
BREAKING🇮🇳: An Peaceful protest in India's New Delhi has suddenly turned into a violent clash as multiple CJP leaders, Dhruv Rathi nad people of voice against CEC Gyanesh Kumar.
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One party simply steps aside, and both wars will cease to threaten our way of life
Michael McFaul
@McFaulOct 9
We failed to deter Putin from invading Ukraine. We cannot afford to repeat that mistake with China and Taiwan. A war over Taiwan would be catastrophic for everyone. In my latest Substack, I share an excerpt from my book, Autocrats vs. Democrats, on how we can avoid it: michaelmcfaul.substack.com/p…
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Democratic appeals to the common denominator.
A.W.@Alexand16730477Oct 8
Replying to @disco___cat @JohnHundeslit @admcollingwood
As you can see, the trend while being less dramatic in the 20th Century is still a downward trend. Spend any time in an English classroom in this country and you can see it. My English was nowhere near as good as that my parents received.
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No one will Dubai Hong Kong.
Eric Yeung 👍🚀🌕
@KingKong9888Sep 20
Hong Kong’s push to develop into a premier gold and commodity trading hub has gained momentum, with local metal storage surpassing 30,000 tonnes, a minister has said, as the administration positions the city as the “must-choose destination” for global capital. - SCMP #Gold #Silver
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Nother ever happens.
The Hormuz Letter
@HormuzLetterSep 19
BREAKING: France is running out of fuel. 11% of France's stations nationwide are now out of petrol or diesel, one in nine, with 16% of stations short in Grand Est, 15% in Pays de la Loire, 14% in Occitanie, and 13% in Centre-Val de Loire, per government figures published this morning. The official count only registers a station as short if it has no petrol at all or no diesel at all, so a station out of one grade but holding another is not counted, meaning the real shortage is much larger. French diesel averages €2.406 a litre, about $10.45 a gallon. Europe is facing its worst energy crisis in history.
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Ordering Chaos retweeted
ceciarmy
@ceciarmySep 3
En 1989, un pelícano empezó a ir cada día a una guardería de Japón, donde jugaba y convivía con los niños como si fuera uno más.
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How much must it add in Market cap to cover for sovereign debt losses?
The Kobeissi Letter
@KobeissiLetterSep 3
BREAKING: Gold futures surge above $4,500/oz as inflation expectations mount amid rapidly rising oil prices. Gold has now added +$1 trillion in market cap today.
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Ordering Chaos retweeted
Ordering Chaos
@swell_schoolSep 3
substack.com/@lovisk/note/p-…

Luke Gromen: The West Is in Trouble - Here’s How We Reinvent It

“I feel like I am aging in dog years.”

podcast.thecoveredcallpod.com
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substack.com/@lovisk/note/p-…

Luke Gromen: The West Is in Trouble - Here’s How We Reinvent It

“I feel like I am aging in dog years.”

podcast.thecoveredcallpod.com
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Ordering Chaos retweeted
Ordering Chaos
@swell_schoolSep 2
Replying to @Kathleen_Tyson_ @KingKong9888
After living here for a few months, I dont think that kathleen’s graph is hyperbole. Electric scooter for 200 USD? Subway ticket for 25-50cents. Overnight charging for the scooter’s 75km range: 2rmb. Cc: @LukeGromen @gave_vincent
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Ordering Chaos retweeted
Arsenal
@ArsenalAug 25
Embracing the pressure. Watch Raising The Bar now 📺
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Mechanically misting bridges in China with water to reduce temperatures during summer. Increases the durability of the road surfaces.
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Purchasing power non-parity
Gary Skye
@skye_garyAug 9
Where is Russia getting all these missiles to attack Ukraine every damn day for 5 years, while the US is already out of missiles in the Iran war in less than 6 months, when our military budget dwarfs Russia’s?
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