BXHub
kayliat 凯利亚特 @kayliatyyy · May 16
huh

*Walter Bloomberg: IRAN: STRAIT OF HORMUZ PLAN COMING SOON

An Iranian lawmaker said Tehran will soon unveil a new mechanism to manage traffic through the Strait of Hormuz, including designated routes and service fees. According to Iran, only commercial vessels and parties cooperating with Tehran
kayliat 凯利亚特 @kayliatyyy · May 16
Can’t think of any way to lower the long end of the curve, other than reopening the Strait of Hormuz completely.

Anyone have any thoughts?
kayliat 凯利亚特 @kayliatyyy · May 16
huh

Bill Ackman: @CarsonTalkMoney Looks like Berkshire just sold Todd Comb’s stocks on his departure.
kayliat 凯利亚特 @kayliatyyy · May 16
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kayliat 凯利亚特 @kayliatyyy · May 16
interesting

Investment Wisdom: Warren Buffett on what to invest in during high inflation (now that we’re at multi-year highs):

“…a business that requires very little capital to grow and to do more dollar volume… that is a wonderful asset to have in inflation.”

kayliat 凯利亚特 @kayliatyyy · May 16
Haha actually Warsh himself is the reason why the rates sell off so much.

Arun S. Chopra CFA CMT🧐: Warsh showing up to his first day at the office

kayliat 凯利亚特 @kayliatyyy · May 16
I repost this every time I see it. 😂

spor: If you're so smart, why aren't you rich? Because intelligence is not intrinsically valuable, you moron.

Life rewards action.

kayliat 凯利亚特 @kayliatyyy · May 16
hh

The AI Investor: Lol, so Jensen is still angry about the Dwarkesh podcast.

kayliat 凯利亚特 @kayliatyyy · May 15
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kayliat 凯利亚特 @kayliatyyy · May 15
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kayliat 凯利亚特 @kayliatyyy · May 15
Think Stan Druckenmiller said this or something similar:

“Market is right 80% of time. And all you need is to make decisions in those 20%.

And the hardest part is when we know 20% of the time actually happens.”

This quote is definitely my favorite so far this year.
kayliat 凯利亚特 @kayliatyyy · May 15
Me in the party😅

il Donaldo Trumpo: AN INTROVERT'S DREAM!!!🤣🤣🤣

kayliat 凯利亚特 @kayliatyyy · May 15
RT James Lavish
Good evening.

Especially to Kevin Warsh, the new Fed Chair tomorrow. The bond market giving you a heartfelt welcome to the US Treasury’s beautiful disaster.

Have a great night.
kayliat 凯利亚特 @kayliatyyy · May 14
😅

FinancialJuice: Fed's Miran submits his resignation from the Fed board effective on or shortly before Warsh's swearing in as Chair.
kayliat 凯利亚特 @kayliatyyy · May 14
huge

*Walter Bloomberg: XI SAYS NO MILITARY SUPPORT FOR IRAN, TRUMP SAYS

Donald Trump said Xi Jinping told him China would not provide military equipment to Iran and expressed support for a potential deal.

Trump added Xi offered to help mediate tensions and agreed the Strait of Hormuz should remain
kayliat 凯利亚特 @kayliatyyy · May 14
hufe

*Walter Bloomberg: $NVDA - NVIDIA SHARES UP 2.4% AT RECORD HIGH AFTER REPORT U.S. CLEARS H200 CHIP SALES TO 10 CHINA FIRMS
kayliat 凯利亚特 @kayliatyyy · May 14
RT Polymarket
JUST IN: U.S. sells 30-year Treasuries at 5% for the first time since 2007.
kayliat 凯利亚特 @kayliatyyy · May 13
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kayliat 凯利亚特 @kayliatyyy · May 13
Free money. They will kiss 100%🤡

Polymarket: 🚨 NEW POLYMARKET: Will Trump & Xi kiss at their summit? https://polymarket.com/event/will-trump-and-xi-kiss-at-their-summit/will-trump-and-xi-kiss-at-their-summit?via=x-afr2
kayliat 凯利亚特 @kayliatyyy · May 13
True, and I would say the global economy is in this plane.

legen: The entire U.S. economy is in one plane right now