Arjen
@willemijn_arjen
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small-investor (green woodpecker/groene specht) History: imperialism, fascism, slavery, colonialism, China, US, Europe insults/pointless & irritating = block
Netherlands
Joined February 2011
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Pinned Tweet
Something died in me today, now that i've seen this
This is a post-Geneva convention war
(last of 🧵)
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Note the similarity with that
@biancoresearch
chart on US
#inflation
predictions: they all and always go back to 2%! (and they were all WRONG, each and every time)
Speaking of "behind the curve." UK inflation is about to get out of control and the BOE is miles and miles behind. How can investors be thinking of a pivot with inflation at these levels?
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@geertwilderspvv
Tja, niet erg verrassend.
Meneer Wilders is een echte politicus. En die zijn schaars tegenwoordig.
Timmmermans is te lang weggeweest en duf.
Omtzigt te .. 'laf na overspannen'.
Yesilgös wel okee.
Wilders vult vaccuum Rutte op.
Wil je rechts kabinet?
#StemPVV
It's the only way
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@lientje1967
ja maar kinderen mee brengen dat gebeurde op de A1 bij Bathmen door de boeren ook, weet je nog wel,
@lientje1967
??
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ISM SERVICES: DOWN from 55.1 to 51.2
New orders: from 62.6 to 52.2 = -10.4 !
NEW EXPORT ORDERS: from 61.7 to 43.7 = -18.0 !!
Remember
@MichaelKantro
's "HOPE" model!!
(Housing Orders Profits Employment)
["O"= oh-oh..]
We're in "Orders"-phase as it's 2006 -the
#Fed
still hikes!!
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60
@CarolineGlick
@ICRC
It...
(never thought i would say this)
It is time all countries follow Czech rep.'s lead and LEAVE THE
#UN
#UnitedNations
Follow Germany and DEFUND
#UNRWA
Red Cross "assessed" AUSCHWITZ and found no wrongdoings, (pic) so DEFUND
#ICRC
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"..it could result in reserve balances falling to around $3 trillion. .. This could be terrible news for equities, as the S&P 500 has been highly correlated to changes in reserve balances over the years."
via
@MichaelMOTTCM
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@ImtiazMadmood
@kiefsti
You seem to fail to mention the most important past that by this Mo made adoption further impossible in the entire arab world. this is sometimes seen as reason why muslim/arab countries don't bother accepting refugees, see:
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@just_olliw
@amjadt25
hams = police in gaza at that time.
now 'the police' reportedly shoots unarmed gazan
#civilians
who want to leave the warzone. (yesterday i think somewhere in my tweets)
civilian suffering = hamas core business
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"The 30-year auction is another story and appeared to me at least to be even worse than last month’s disaster auction. The rate was trading when issued at 4.716%, and the high yield was priced at 4.769%, which is a massive tail. It was not good."
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@ewmagazinenl
@Esther_Voet
en vergeet de gehele linkse en midden fracties 2e kamer niet! D'66 etc.
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S&P equal weighted new 1-year low
and not just be a razorthin margin too like w small caps!
#SPX500
#SPX
#NDX
@biancoresearch
@MichaelMOTTCM
@MenthorQpro
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@PeterVroom1
So, these things ONLY happen in the USA.
In Europe judges are NOT politicized. They are NOT installed by some president.
In the US presidents have near-dictator powers and hence see the mess!
The US is NOT an example for the rest of the Western World it is in fact..a basket case.
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@BBCBreaking
If only the Erdogan-gov had actually enforced the rules for builders and fought illegal building instead of profiting off it..
Note how many other buildings still stand and seem fine.
In Japan quackes like this are common..
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19
Both UST and JGB 30s moved 30-ish bps in the last 5 days, since the YCC tweak, and 10s rose about 15 (JGBs) - 20 (UST), effectively moving in tandem!
H/t to
@MichaelMOTTCM
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17
said it before and say it again
@TheStalwart
and
@tracyalloway
ad nauseum kept pumping this BS!!!!!
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@VividProwess
@kiefsti
this what in Bonn, germany, happened around new years eve, some years ago?
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#inflation
#CPI
tomorrow likely 'surprise' "economists" acc to BBG:
"Economists see Thursday’s US inflation report showing a fourth straight cooling in the annual increase."
CPI at 7.9%, they say.
#Cleveland
#Fed
has been consistelty right though a little meagre, predict 8.09% !
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@GrootKo
@UnpleasantTrut2
dit is echt EXTREEM
het bewijs is er maar dan nog laten ze 8 van de 9 gaan.. waar gaat dit heen met europa..
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@geertwilderspvv
Tja, niet erg verrassend.
Meneer Wilders is een echte politicus. En die zijn schaars tegenwoordig.
Timmmermans is te lang weggeweest en duf.
Omtzigt te .. 'laf na overspannen'.
Yesilgös wel okee.
Wilders vult vaccuum Rutte op.
Wil je rechts kabinet?
#StemPVV
It's the only way
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1
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@nexta_tv
Does anyone bother to check these Ukrainian data?? Are they just as reliable as the 'progress towards ceasefire and softening on Russian side' stated?? Bc that is all nonsense obviously
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@MOSSADil
Not just Geert Wilders but the likely coalition -PVV VVD NSC BBB- áll support Israel and hate from teh river etc.
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Meanwhile in the Netherlands minister Jetten continues that municipalies have to cancel their gas-contracts with Gazprom -although all experts say since Germany took-over the Gazprom affiliate, anyone is allowed to do biz w Gazprom..
CDA-kamerlid
@HenriBontenbal
wil duidelijkheid van minister Jetten over het dwingen van gemeenten om hun gascontracten met Gazprom op te zeggen.
#Nieuwsuur
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I think
#Williams
spoke as he did
bc they had come to their decisions before they'd seen the MoM median, core services ex-housing, rents, and 16% trimmed-mean scores.
And also bc they were too stupid to realize what they'd just done.
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@TaviCosta
Note that in all above cases inflation was NOT a problem therefore turning around was possible. Not this time. You know that, still you choose to ignore that!
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@Schuldensuehner
@biancoresearch
no, such increases will near-bankrupt everyone and all companies will feel the pain; de/recession will last until 2025 while
#ECB
is forced to keep hiking bc otherwise Euro will fall too low v. $ which will make
#inflation
even worse due to imported inflation...
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#UST
30s
i still can't decide if this count as a 'breach' of the 4.80%-line or a 'rejection' (of that line).. Or 4.825-line.
Q: does it matter??
A: It does spoil the mood. (Nasdaq)
Q2: So how goldilocks should goldilocks be, at jobs report??
Politics?
BOJ?
h/t
@MichaelMOTTCM
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I day Expected move Min. at 4,206 so far works as clockwork!
Re-test now.. Put support at 4,200
US equity futures are down overnight following that mix picture from tech. Either way the 4200 Put support continues to be at play. Alphabet was down 7% pre-market and as we said, this market needs tech to perform
#SPX
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@MinPres
@thesluis
@MinPres
je bent de lafste.
je zei dat je NIET zou gaan voor dure Navo-baan oid, nu druk je door dat
#VVD
in gedoogcontsructie gaat, waardoor
#Omtzigt
de coalitie kan/probeert te verstoren.
Je bent ijdel en maakt het landsbelang ondergeschikt!
Schaam je diep.
(ex-Rutte stemmer)
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@geertwilderspvv
moet verboden worden omdat het contrair is op de nederlandse rechtsstaat en omdat het moreel verwerpelijk is.
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"Expectation grows among investors that Haruhiko Kuroda could scrap yield curve control measures"
The BOJ spent 5% of GDP-worth of bond buying in one months defending YCC..
Q: Will this de-anchor falling UST yields??
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@MFHoz
Rubbish.
As soon as this weekend when SNB forces a solution on CS and UBS it's off to the races.
Fed is still hiking: it is 2006, nót 2008!
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(see☝️) But Blackrock sees 10s rising to 5.5% and
@MichaelMOTTCM
sees 5.25% on 10s.
Too much supply, too little Fed -QT now- and uncertainty ab Fed future policy as econ still too resilient.
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@academic_la
..bc Israel still stands, as has been all week, that all hostages be released and no families broken up??
Problem: i doubt if more than 50 hostages are still alive! people with chopped-off hands were visible in videos: infections kill.. .. Rape kills.. ..
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@Bundeskanzler
WEmm das so wäre, was nicht so sei, dann wäre Putin jetzt längs schon abgestzt, ermördert oder sonnst irgendein putsch.
Es sind internat nicht alle Russen aber ES IST BESTIMMT NICHT NUR PUTIN, sei nicht so naiv!!, (oder handelt es auch um Gerhart Schröder??)
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@newsjohnson
@liiiiihp
@met4castuk
No! First Asia now in Cuba, Florida the hurricanes grow in strength and severity very very quickly due to the too-warm seas which is a direct effect of climate change.
The irony is that Trump and so many Trumpers deeming climate change a hoax no are affected!
Ignorance =a choice
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@lisaabramowicz1
Italy will prove ungovernable again and Eurocrisis 2.0 is in the making.
-2% would be good news and only if no higher gas price.
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@JaredTNelson
@JKynge
The Question ís..
WILL
THERE
BE
NEW
AND DANGEROUS
MUTATIONS??
My bet: Yes, there will !!
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CNN’s
@jaketapper
interviews an Israeli first responder who found an eight-year-old Israeli girl on Oct. 7 with her arm chopped off by Hamas. The girl had been alone for hours, and was still awake and breathing. She died.
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@crossbordercap
@FT
@WSJ
Disagree.
#BOE
is right; fund managers should sort this out and finally learn to leave their models based on past 20 years or so and think outside of the box. Boohooo
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@PieterOmtzigt
@lientje1967
Als echte lafaard,
#Omtzigt
, weet je Trumpiaans de aandacht af te leiden van jouw CDA 2.0 spelletjes.
Je bent niet alleen een zeur die zijn punt niet kan maken en leunt op dames die het land niet kent, je gebruikt ook nog allerlei nogal onvernieuwende trucs..
@lientje1967
#PVV
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"More companies than usual signalled weakness in the first quarter, with 78 issuing negative guidance on their earnings per share — an indication that management expects to miss analysts’ forecasts — exceeding the five-year average by 37 per cent. (next)
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chart
of
the
day!!
Frankfurt airport monthly cargo volumes & German manufacturing new orders both rolling over sharply...
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@BomsteinRick
@RJRCapital
well, actually, the 2021 pent-up demand is more similar to 1919 post-WW1 and post-Spanish flue.. inflation became high then for these reasons. The forgotten depression of 1921 was shockingly hefty and..neglected. See:
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@dampedspring
why are all US investors Trumpers??? I mean who outside of the US sees Fox News as something other than a propaganda network? Werent the Russians the bad guys, once upon a time??
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@NwSocContract
@PieterOmtzigt
@Nvanvroonhoven
@WNLOpZondag
Het is inmiddels duidelijk geworden
als je immigratie en asiel wilt inperken heeft alleen
#PVV
#Wilders
serieuze voorstellen die wel degelijk haalbaar zijn.. ..
(een ex-
#D66
ex-
#VVD
stemmer)
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Interesting stuff!
@MichaelMOTTCM
makes the case, possibly Fed dropped the ball on rate cuts intentionally, so cuts expectations get priced in, which wíll drain the RRP faster, which will drain excess
#Liquidity
in market..
I hadn't thought of it that way..
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@RobinBrooksIIF
@JavierBlas
Americans, w/o any dependency on Russian energy more than 10%, criticising Europe/Europeans is extreme hypocrisy !!
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#SPX
opens right át the call resistance..??
Somehow it seems 4,500 for now is the top, even though data suprises positively
#SPX
is north of everything: Kettler Channels, Bollinger bands, all EMAs, all SMAs.. how is this a new bear market rally?
i dont see it unless options do
The Call Resistance level has now shifted up to 4500 from 4450 of yesterday. That is a bullish move as you know. When this level moves up, it shows that the market is re-positioning itself further up
#SPX
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@WesleyHuntTX
@Natsecjeff
it's the same in
Germany
Netherlands (may have heard of Anne Frank)
UK
France
Skandinavia: Sweden, Norway, etc
Italy
Spain
it actually makes me feel physically feel sick
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#inflation
#CPI
tomorrow likely 'surprise' "economists" acc to BBG:
"Economists see Thursday’s US inflation report showing a fourth straight cooling in the annual increase."
CPI at 7.9%, they say.
#Cleveland
#Fed
has been consistelty right though a little meagre, predict 8.09% !
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It's happening!! The large offensive:
"a front of more than 300 miles (480 kilometers)"
"Russia had begun dropping bunker-buster bombs on the Azovstal steel plant where the [Azov]regiment was holding out."
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#HarryTheInterview
#HarryandMeghanNetflix
#HarryandMeghanExposed
Very well done interview, sir!
All the best to you and your charming wife
#Meghan
We actually watched
#TheCrownNetflix
and we believe you.
Greetings from the Netherlands!
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@EenVandaag
@geertwilderspvv
#StemPVV
there is no other way
Gebruik het geld in het mega-klimaat fonds voor de burger.
Treed op tegen
#antisemitisme
, geweld en criminaliteit.
#PremierWilders
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@gaza_report
of course all the "harmless citizens of gaza" were disgusted by these videos, recognized the propaganda and did NOT celebrate..right?
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@geertwilderspvv
waar zijn de excuses voor Joden en Israeli's voor
#October7massacre
door haar zo beminde hamas, eigenlijk???
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@MichalSabra
@Ruud_Koop_mans
@m7mdkurd
this is SLAVERY
In Ottoman empire, 18th and 19th century, SLAVE RAIDS were common. This was their main industry, like the Vikings for instance. Or the Spanish and Portuguese 15th to 17th century.
Ottomans called that RAZZIA -you may have heard the term
👉This is exactly that!🤬
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@TreyYingst
they just now found tunnel onder Shifa
i've seen the tansports to hospital
don't blame israel for what hamas did and does.
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@SpectatorOz
@EylonALevy
agreed
@EylonALevy
!
Q, sir:
What does hamas think they can achieve by ceasefire anyway??
They'll be wiped out anyway and once IDF thinks they retrieved most living hostages, they'll bomb even heavier, so.. why does hamas do this?
I don't get it.. Just for petrol for their ACs?
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Fake News about
#DutchFarmers
#boereninopstand
#boereninverzet
#DutchUprising
#DutchFarmersProtest
Dutch 'Newsnight' programme analyzes the abuse of old pictures from all over the planet from last 10 years been used and misguiding claims about current situation in Netherlands.
Wat is de rol van nepnieuws bij de
#boerenprotesten
? Wie zitten er achter de verspreiding van desinformatie?
@rudybouma
zocht het uit. Bezoek voor meer onderzoek:
#Nieuwsuur
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Apparently the ppl from
@MenthorQpro
are not god. Nor are they magic.
But they are -so far- extremely spot-on!! See top of chart 1 day expected move
These are the levels for today and the 1D expected move. As we said yesterday, Put Support level did not shift at the end of last week. Note in yellow the gamma we will losing today $SPX
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@TimDuy
Note: the year áfter el nino, so next year, is supposed to be HOT.
This year *only* broke records..
🤦
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@TaviCosta
Hé
@TaviCosta
, we remember your charts on clear breakout >$2,000 on gold, earlier this year.. It was supposed to be thé big thing, everybody should have bought gold blahblah.. Now it's at <1,700. Terrible call!
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@LizAnnSonders
Yes but ONLY HEADLINE !!
That's easy with Oil at $82 or so, isnt it??
The rest indeed is lower but still very high with y/y CPI of 8+ and Core CPI at 6+% -and rising!- we don't see much to celebrate!
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@MacroAlf
or this, the BOJ
The Bank of Japan is flooding the financial system with liquidity, and that is offsetting the tightening impact by other central banks. One reason we've seen risk assets catch such a strong bid of late IMO.
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@lbvso
@meisjevanZuid
Volgens mij was het toen Pim Fortuyn nog leefde al zo dat soms geschiedenis leraren in amsterdam in elkaar werden geslagen op metrostations e.d.
Daar is nooit wat aan gedaan want anders zijn de moslims zielig, heb ik begrepen.
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What's shocking about US
#inflation
recently is it's in the 1970s-1980s ballpark;completely unlike 2000s!!
🧵
1. Core PCE y/y
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@JohnWDean
Well, because they likely feel exhausted, after 4 years of Trump, and intimidated -a trend seen in Europe, recently, too.
Let's watch Allen Weisselburg:
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@WilliamsonChris
@darioperkins
While prices paid rises significantly in Phili Fed Non-Manufacturing!!
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@geertwilderspvv
Je kunt ook TACTISCH
#PVV
STEMMEN
#Wilders
wil en móet wel met VVD, NSC en
#BBB
. Dikke meerderheid, veel overeenstemming, sterke stabiele doch radicale coalitie.
#NSC
èn
#VVD
kunnen ook met
#PvdAgroenlinks
.. Lekker makkelijk, slappe hap.
#StemPVV
= rechts kabinet.
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@MacroAlf
Remember6 months ago, many were saying this monetary drag didn't matter as T supply would be less??
We think: 2023 recessions(US, EZ)
2024: global crises
->Inflation, way too high debt
Debt crises like never before!
2008: 10s of billions
2023: 100s o billions & trillions
MMT??
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