Dottore - Voted Top 20 FinTwit Accounts by HSBC AM/FX - Macro, market structure and mostly ghost busting Bologna 1467 - Roma 1533

Ninth Sphere
Joined January 2020
Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy change to curb leverage. 1/N
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I did warn everyone that this place was about to flip into mass censorship…that’s what monopolies do…they show you the middle finger
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This ⬇️
Interessantes Interview mit @jreichelt, für den Deutschland auf dem Weg in eine Art DDR-Obrigkeitsstaat zu sein scheint: „ich glaube, vielen Menschen wird zunehmend bewusst, dass es einen furchterregenden, totalitär anmutenden Wandel links der Mitte gibt.“ zeit.de/2021/51/julian-reich…
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It will never happen in the US they said…
DR. FAUCI: "I would prefer, and we all would prefer that people would be voluntarily getting vaccinated, but if they're not gonna do that, sometimes you've got to do things that are unpopular, but that clearly supersede individual choices..."
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Where are the vaccinated folks’ yachts?
Replying to @INArteCarloDoss
It will never stop until even the lowest employee of Pfizer have their own yacht
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Schnabel acknowledging that PEPP+APP have reduced free-float to an undesirable level and signaling ECB not liking recent decline in German repo rates. Looks like unused PEPP likely to be kept as a back-up. APP will still be likely increased but probably not beyond Q2.
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Nice little steepening in US YC today…no one…
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Oups
*DENMARK WILL CLOSE ALL BARS AND NIGHT CLUBS, PERMIER SAYS
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I want to protest being called a nobody. @TwitterSafety please protect me 😀
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Narratives are blurring the lines, and data is being manipulated or mishandled. Important to follow tte right people today, more than ever. Jason has been spot on continuously and with exemplary intellectual rigor.
Part of the reason people might be upset is that this is not true. Real wages are down ~1% since the pandemic. Your data suffer from composition bias: about 5m generally lower-wage workers are no longer employed and not having them in the data spuriously raises wages.
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Not shocked in the slightest that it is happening. Way more shocked that not more folks are talking out to protest the indignity of it all.
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Not on a slippery slope at par with history’s worst dark moments they said…
German police detain an elderly woman who didn’t have her vaxx passport. This scene looks irry.
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Oups
🇫🇷⚠️ French Health Minister Says Hospital Emergency Plans Will Be Activated In Big Cities In Next Hours Due To Covid Situation
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