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Saâd FILALI - FIATELPIS Profile
Saâd FILALI - FIATELPIS

@FiatElpis

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https://t.co/M562eNdRu0 Managing a $15m hedge fund. signal provider & macro strategist ex GS/Citi

Paris, France
Joined January 2018
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@FiatElpis
Saâd FILALI - FIATELPIS
2 months
+1400% growth since inception! The Fiat Fund’s May 20 – Nov 24 audit confirms exceptional performance. 🔑 Min investment: $10K 📄 Full details: DM with questions. Let’s grow together. #Forex #Investing #Trading
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@FiatElpis
Saâd FILALI - FIATELPIS
6 minutes
bah non en face de lui y a un avocat qui est là pour faire valoir le droit (comme voté par les élus) de son client, et au dessus de lui il a des chefs dont Mr Rétaillau directement. donc ce magistrat, même si lui même pense que ce mec est une ordure qu'il faudrait tuer tt de suite ne peut pas le faire
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@FiatElpis
Saâd FILALI - FIATELPIS
18 minutes
@ConsensusGurus equity analyst I don't know but trader ? you go against these forecasts you'll get laminated 9/10.
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@FiatElpis
Saâd FILALI - FIATELPIS
39 minutes
@macroguru9 fact that we're not crashing is not reassuring for bears.... the momo is too strong.. or whatever flow is supporting this sham even after we just lost rate cuts for 2025 or at least half of what was priced
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@FiatElpis
Saâd FILALI - FIATELPIS
2 hours
RT @rohanpaul_ai: Github 👨‍🔧: 🕷️ Undetectable, Lightning-Fast, and Adaptive Web Scraping for Python Helps you build web scrapers in Python…
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@FiatElpis
Saâd FILALI - FIATELPIS
2 hours
🟥 $GBP Breaking: James Bowler, the permanent secretary at the Treasury, appears to confirm that the OBR has downgraded growth forecasts and that Rachel Reeves's £9bn headroom has been wiped out, as per @PhilAldrick 'We will be investigating and following it up as a potential leak. It is important to put a ring round these forecasts and ensure they are not in the public domain'
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@FiatElpis
Saâd FILALI - FIATELPIS
3 hours
*EUROPEAN GAS FALLS AS MUCH AS 6.3% ON EU STORAGE TARGET TALKS
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@FiatElpis
Saâd FILALI - FIATELPIS
4 hours
The $DAX is caught in a vile tempest of MOMO MOMO Doesn't care about valuation, fundamentals or macro. MOMO has grown stronger, year after year as it has been doing because it performs better than the index. but MOMO is now in uncharted territory and EU L/Os are still the whales here. I think they take profit and hedge very soon: * Zelensky's idea was to swap kurts for crimea or dombass = not happening * Trump's hope is that Ukraine would relinquish NATO membership, this cannot happen. cheap EU energy is not coming back in the next 5 years. $SAP is no mag7 and $ASML the actual magnificent company isn't even in the DAX + BOY Flows must be deployed by now + DAX EPS benefited from weak EUR but that comparaison will become a headwind at the next earnings releases.
Tweet media one
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@FiatElpis
Saâd FILALI - FIATELPIS
4 hours
@not_rekt_11 don't do that to ppl this situation absolutely didn't warrant that. u can really damage someone.
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@FiatElpis
Saâd FILALI - FIATELPIS
5 hours
@mako_management yet it's not doing much today, how come...
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@FiatElpis
Saâd FILALI - FIATELPIS
5 hours
$MU -4.6% premarket after saying at a Wolfe conference they expect GMs to be down by a few hundred bps in the May quarter. Blames a higher mix of consumer products, lower consumer pricing and NAND conditions. Industry conditions expected to support higher margins beyond FQ3. don't think there's a read through to $SMH here...
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@FiatElpis
Saâd FILALI - FIATELPIS
5 hours
🟥 Stronger-Than-Expected Inflation Numbers Headline CPI: Rose 0.5% month-over-month—the biggest monthly jump since August 2023—versus expectations of about 0.3%. Core CPI: Increased by 0.4% month-over-month, exceeding forecasts. Year-over-Year Figures: Headline inflation at 3.0% and core inflation at 3.3% outpaced estimates. Drivers of Persistent Inflation Services and Shelter: Notable contributions from a 0.76% surge in the “supercore services” gauge and a 0.4% rise in the shelter index (which made up roughly 30% of the monthly increase). Food and Energy: The egg index jumped 15.2% (largest since 2015), and energy-related measures (fuel oil up 6.2%, gasoline index up 1.8%) contributed to the overall price gains. Other Sticky Components: Prices in areas like motor vehicle insurance, airfares, and education continued to show resilience. Implications for Fed Policy Rate Hike/Cut Expectations: The hotter-than-expected print strengthens the case for the Fed to keep rates on hold; some experts now see the next rate cut pushed to December rather than September. Patient Stance: Market participants expect the Fed to remain in “wait and see” mode at least through the early part of 2025, with potential for a rate hike later (possibly in 2026) if inflation persists. Policy Commentary: Fed Chair Powell is set to discuss the numbers, but recent statements indicate no rush to adjust rates.
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@FiatElpis
Saâd FILALI - FIATELPIS
6 hours
@davepl1968 legit question why waste time in college if you could already do this ? needed time to study some more math?
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@FiatElpis
Saâd FILALI - FIATELPIS
7 hours
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@FiatElpis
Saâd FILALI - FIATELPIS
8 hours
🟥 Semiconductor equipment: China demand for chip manufacturing equipment is set to fall this year following an extended period of robust growth SMIC, China’s largest contract chip manufacturing firm, said trade concerns are causing customers to accelerate orders and build inventory
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@FiatElpis
Saâd FILALI - FIATELPIS
8 hours
House Republicans downplay the potential for huge cuts to Medicaid benefits, saying they will extract savings only from combating fraud and implementing work requirements
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@FiatElpis
Saâd FILALI - FIATELPIS
23 hours
@rheumatics @spectatorindex how is this acceptable to ukraine... if they take crimea and donbas then at least they should have NATO otherwise there is no guarantee that russia won't come back to take the rest of it.
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@FiatElpis
Saâd FILALI - FIATELPIS
1 day
@davidicke doesn't help that the whole nation loves them unconditionally.
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@FiatElpis
Saâd FILALI - FIATELPIS
1 day
From $GS on Trade **Alec Phillips (Chief US Political Economist)** Trump has signaled a focus on the EU for trade actions. Auto tariffs on the EU are likely, potentially alongside broader tariffs. The U.S. may target critical imports from the EU, similar to past actions with Canada and Mexico. The overall risk of trade tensions with Europe is rising. Brad W. Setser (Senior Fellow, CFR; Former Senior Advisor to USTR) The next major trade action is likely against Europe. Debate on whether it will be broad or sectoral (e.g., auto, pharmaceuticals). Trump’s rhetoric suggests a push for high tariffs (e.g., starting at 10%). The U.S. could enter a cycle of renegotiations similar to USMCA, escalating tensions with both Europe and China. A renewed USMCA trade war remains a possibility. **Geoff Oamoto (GS Office of Government Affairs)** Auto tariffs will remain a key focus, though timing is uncertain. A key question is whether tariffs will target Chinese supply chains in Mexico or European auto manufacturers. Trump has also shown interest in sectors like copper and pharmaceuticals. **On Reciprocal Tariffs** The U.S. intends to match tariff levels imposed by other countries on U.S. exports. The implementation timeline is unclear (immediate or delayed). These tariffs may vary country by country, balancing universal tariffs with negotiating leverage.
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@FiatElpis
Saâd FILALI - FIATELPIS
2 days
@AndreasSteno @truflation where would that come from ?
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