Louis-Vincent Gave @gave_vincent
CEO of Gavekal - for more information, go to https://t.co/e9Kd7vb4vq website Joined July 2022-
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Went to the private beach with the fiancé yesterday, the fee keeps the obnoxious people out so she can tan in peace and I can read. Caught up on GaveKal pieces. Thinking about it this morning, western policymakers are lost. They don’t understand how they are losing to Russia.…
I’m going to file a lawsuit challenging the TikTok ban on constitutional grounds. Don’t be fooled – the TikTok ban is not about China harvesting your data. That’s a smoke screen. Intelligence agencies from lots of countries, especially ours, are harvesting your data from…
Agree with all conclusions This is brave new world of investing .. old 60/40 models will not work Via @gave_vincent
Always fun to catch up with @PauloMacro @hkuppy and @kevinmuir
Always fun to catch up with @PauloMacro @hkuppy and @kevinmuir
Canada is in trouble. This is the ninth budget in a row that depends heavily on excessive borrowed money managed by an obesely bloated federal bureaucracy that is now 40% larger and 68% more costly than when the Liberals took power in 2015. Unwilling to live within the tax…
Interesting new line item in the Canadian budget… I think it was Milton Friedman who said that there was « nothing as permanent as a temporary government program ». Now that the line item is there, anyone care to give odds on whether the total amount ends up being smaller then…
Interesting new line item in the Canadian budget… I think it was Milton Friedman who said that there was « nothing as permanent as a temporary government program ». Now that the line item is there, anyone care to give odds on whether the total amount ends up being smaller then…
Every week, we (Gavekal) hold a zoominar for clients in which clients ask questions and we try to engage in a discussion. It’s pretty rare that Charles, Anatole and myself end up on the same zoom call. So I thought we would make this one open to everyone. A note of warning: if…
New post up on the blog (see link in bio). I exchanged this morning with my friend Louis-Vincent Gave of Gavekal about China and tightening rates. He has graciously allowed me to publish our exchange of his views. Thank you @gave_vincent !!
Thanks @davidlin_TV for having me on. Always enjoy a chat with @Haymaker_0, whether on, or off, camera m.youtube.com/watch?v=zUZnjb…
Working overseas I hear Canada called out constantly in security, banking and investment circles, but those are very niche communities without a huge audience. However, when popular liberal comedian and commentator Bill Maher tells his audience of millions that Canada has…
Well… That’s a wrap… see you boys next decade…
Well… That’s a wrap… see you boys next decade…
Who could have thought that with budget deficits of 7pc of GDP at a time of full employment, we’d end up with an inflationary boom? What were the odds?
Who could have thought that with budget deficits of 7pc of GDP at a time of full employment, we’d end up with an inflationary boom? What were the odds?
'Just as crypto has gathered pace, the returns on bonds have gone from bad to worse.' @gave_vincent 👇 buff.ly/4aDGnp2
Everyone has their chance to be a hero. @jk_rowling did it best👇👇
Everyone has their chance to be a hero. @jk_rowling did it best👇👇
Today's price action is another reminder that Energy is one of the better diversifiers in the post-pandemic world. Only sector that has tended to move with yields.
Bonds down, gold up. That’s not supposed to happen (ever), unless you’re entering a fiscal crisis. Then it happens EVERY time as capital flees… @LukeGromen @Convertbond @gave_vincent
“I’m glad that we have so many radio stations in France and that at precisely the same time they all say the same thing about the same things. A harmonious combination of uniformity and freedom—what more could mankind ask?” Kundera, Immortality (1988)
Lyn Alden @LynAldenContact
678K Followers 752 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Paulo Macro @PauloMacro
140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
Jared Dillian @dailydirtnap
83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Gavekal @Gavekal
28K Followers 16 Following Gavekal is one of the leading independent providers of global investment research. It also advises a select range of funds and offers software solutions.
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Simon Ree @simon_ree
44K Followers 1K Following 25yr career at Goldman & Citi | Trader | Speaker | Bestselling author of The Tao of Trading | Jeet Kune Do Instructor | Tweets not financial advice
Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Raoul Pal @RaoulGMI
1.0M Followers 1K Following Founder/CEO - https://t.co/WL4VnN8Oal, @RealVision. Trying to figure things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru. #DFTU
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2 Followers 25 Following
Josef Leebmann @jhafnar
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Tonkin Honky ¯\_(ツ.. @careyz
1K Followers 5K Following Here be dragons! Tintin in Saigon, gypsy soul, entrepreneur, android, shutterbug, futurist, useful idiot/stable genius & Mean Green Mother From Outer Space...
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Maye Musk @mayemusk112
202 Followers 2K Following Bestselling International Author #AWomanMakesAPlan 📖Doctor of Dietetics 👩🎓 Supermodel 😉💃 #ItsGreatToBe75 Agents⬇️
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weapons online @Astro0o0oo0
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Patrick Bove 🚢 @Long_Wave_Man
359 Followers 574 Following Copy Chief | Explorer | Thinker | Creator | Co-owner of 2023 Kentucky Derby Winner, Mage
John C. Maxwell, III @maxjcm
10K Followers 6K Following Investor #AI #Fintech, Father, Speaker, Author https://t.co/lCPpakQUba…
Russell Bishop @bishop_rus20055
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Rosco P. Coltrane @RoscoD2222
44 Followers 186 Following
Ashish Kumar Singh (B.. @Kshatriya_ASHIS
1 Followers 5K Following 🚩क्षत्रिय - 'The rare breed'🚩 दृष्टा👁️,खेल🏇,कृषि🌽,तकनीक🈸, विज्ञान🔬, गणित➗,निवेश💹 ,प्रेम❤️,अध्यात्म☀️ फोटोग्राफी📷,भारत 🇮🇳,राजनीति👑 संगीत🎶 पथिक🚶♂️
Shivam Jain @shivamjain_ISOA
13 Followers 290 Following CFA (Awaiting Charter) | GFMP | Research | Investment Consulting | 24 Blog @ In Search of Alpha Working my way to wealth creation
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62 Followers 558 Following
Keshchet @keshchet
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Scott @purple3sectors
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unfeignedme 🇮🇳 @unfeignedmeonly
77 Followers 327 Following #phustimarg, #shrinathji, #krishna, #hindutva, #indian, #bjp, #assetmanager, #equity #foodie, #travel, #vodka
Sagar🏹 @sagar_amula
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237 Followers 3K Following Indian | Chief Executive | Ideator | Coach | Consultant | Equity | Investments | Smart solutions | PMP RT≠Endorsement. Views prsnl.
Crazynaval @Crazynaval
11K Followers 569 Following जितना प्राप्त है, उतना ही पर्याप्त है. love #onefund, love #cricket
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Gurpreet Singh @Gurpree50019789
101 Followers 1K Following | Individual Investor & Trader| Content Creator #Finnalyze @Instagram plus @Youtube | Consultant @Genpact | Long Term Value Investor|
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72 Followers 1K Following || Content Creator || Data Enthusiast || Solopreneur || Astrology || Stock Market ||
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Michelle @D162Michele
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Lyn Alden @LynAldenContact
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zerohedge @zerohedge
1.8M Followers 900 Following
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Paulo Macro @PauloMacro
140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Anas Alhajji @anasalhajji
162K Followers 533 Following Keynote Speaker & Woodworker Everything Energy Daily Energy Report: https://t.co/upw1loHeK3 Weekly: https://t.co/LfUHIpXsWu https://t.co/oCC6irfqv5 #Oil_History
Javier Blas @JavierBlas
296K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Jared Dillian @dailydirtnap
83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
contrarian 8888 @contrarian8888
60K Followers 835 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Vincent Brussee @Vincent_WDB
1K Followers 556 Following PhD candidate, Leiden University. Data science for 🇨🇳 policy analysis. My book *Social Credit* is out now! Tweets in 🇳🇱🇬🇧
Michelle @D162Michele
4K Followers 4K Following China is not your enemy. Your own “elected” government is.
Edward Conard @EdwardConard
4K Followers 714 Following Top-10 NYT bestselling author @AEI Retired @BainCapital Partner https://t.co/gmmdbORBTO Tweets of noteworthy economic news from my research team.
Eylon Levy @EylonALevy
195K Followers 2K Following 🇮🇱 Former Israeli Government Spokesman and International Media Advisor to the President of Israel 🎙️ Host, @StateofaPod
Jen Zhu @jenzhuscott
22K Followers 1K Following Perpetual Student of AI, Neuroscience 🧠, Math, and History
Kathleen Tyson @Kathleen_Tyson_
28K Followers 442 Following Global liquidity plumber (triparty repo, FX & optimisation), former central banker & author of Multicurrency Mercantilism: The New International Monetary Order.
Gabriel Wildau @gabewildau
14K Followers 916 Following China political risk, @Teneo. Former @ft Shanghai. Mostly China economy, finance, politics, a few other hobby horses. The usual disclaimers.
Zichen Wang @ZichenWanghere
31K Followers 5K Following He/Him. Views PERSONAL. Newsletter @pekingnology on Substack ↓ now part of NON-GOVT @CCG_org. @xhnews Xinhua alum. "过一天，是一天。"
Aaron ✌️ @Silver_Gold_U
8K Followers 322 Following #Silver #Gold investor / Boston sports fanatic / "I am not ashamed of the gospel, b/c it is the power of God that brings salvation to all who believe"
Peter Brandt @PeterLBrandt
724K Followers 1K Following Prop trader since 1975. Author. Featured in Market Wizard Series. Chartist. Swing trader in futures Prem Membership https://t.co/83DcDyEv36 Scam warning https://t.co/cQVu4ipglx
Nury Vittachi @NuryVittachi
27K Followers 793 Following Nury Vittachi is a writer based in Hong Kong, editor of https://t.co/5u0t4uUW4M, news of Asia without the Western lens
Geoffrey Fouvry @GraphFinancials
6K Followers 165 Following Connect the Financial dots Docs, Imgs, texts, Vids linked by big-data Present, reply in augmented media US Patent approved. ex hedgie 👇 get your free account
Ricardo Lion @IAMCRYPTOLEADER
2K Followers 2K Following Buy your @crofammansion here: https://t.co/niM1I0Ni3N
Tony Greer @TgMacro
53K Followers 2K Following Market Analyst & Trader • Editor Morning Navigator • @realvision OG • Cornell • Chaminade • Sign up for Navigator TV free at https://t.co/pg6JK0YTbX
nyugrad @nyugradsubstack
305 Followers 388 Following Financial Freedom is not free but the treasure is worth the pursuit! This is my only X account. podcast 👇
Iggy on Investing @IggyOnInvesting
3K Followers 439 Following Student of Value investing. Here to share ideas and learn. DM's are open. NOT INVESTMENT ADVICE.
Kakashii @kakashiii111
7K Followers 979 Following Attorney | Due Diligence and Red Flags | Semiconductors and the Magnificent 7 | Geo-Politics and Technology focusing on China | Not Investment advice
Samantha LaDuc @SamanthaLaDuc
55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
Stefan Waldhauser @stwboerse
11K Followers 441 Following Tech-Investor, Unternehmer, Co-Founder @aktien_guide, Finanzblogger, Evangelist für Aktienkultur, High-Tech Stock Picking @wikifolio, Keine Anlageberatung
Conor Maguire | Value.. @ValueSituations
13K Followers 1K Following Value Situations in Public Equities. Ex-PE / Special Sits investor. NOT investment advice, for info purposes only, do your own DD
Value Punks @valuepunks
2K Followers 964 Following Expand and deepen your investment watchlist through our deep dives. Long-term compounding. (Now accepting writer positions! DM for info)
Kailash Concepts @KailashConcepts
16K Followers 3K Following Behavioral #Finance, Portfolio Strategy & #Quantamental Tool Kits Built by a Team with 70+ years of Experience Disclaimer: https://t.co/uKOhDw5JGy
SixSigmaCapital @SixSigmaCapital
14K Followers 392 Following Individual Investor | Sports Fan | Doctor Here to share and learn
Hidden Value Gems @HiddenValueGems
14K Followers 382 Following Value investor || Author of a Real-money Investment Newsletter || Value ideas in less researched markets || Top 50 Fund Letters (download free)
Adam Rossi @rossiadam
12K Followers 3K Following Inc 500 entrepreneur, engineer, business owner, and investor. Husband & dad with 3 great kids. Interests: business, finance, travel, family, nature, health.
Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Olivier @ReturnsJourney
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Stock Info @Stock_Inf0
4K Followers 769 Following Writing about everything related to stocks and the financial markets | Providing threads, charts, articles, and much more.
Sheep @SheepTrades
5K Followers 115 Following US Equities Trader $SPX | Super-Momentum | Next Quarter's GDP, LGI 📊
Bill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
Philoinvestor @philoinvestor
4K Followers 152 Following Business Owner Mindset. Long Term Investing. Macro. Geopolitics. Polymath.
Rogerio Dienes @rdienes
50 Followers 109 Following Interested in Markets, Digital trends and health sciences
David L. Bahnsen @DavidBahnsen
23K Followers 637 Following Managing Partner, Founder of @TheBahnsenGroup. I breathe the market. Author of #CrisisOfResponsibility. @CNBC @FoxBusiness Guest. Contributor to @NRO
Peter Atwater @Peter_Atwater
32K Followers 1K Following President of Financial Insyghts. Adjunct Professor William & Mary. Author of "The Confidence Map" out July 25, 2023. Lover of very bad puns.
Géraldine Woessner @GeWoessner
105K Followers 2K Following Rédactrice en chef au Point. Environnement, transitions, des restes d'éco et de politique, ex-correspondante aux US. Welcome tweets from outside of the box.
Evan @StockMKTNewz
420K Followers 384 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | Check out my Linktree ⬇️
Rebecca Chan @RebeccaYChan
24K Followers 2K Following Lived under white supremacist minority rule in HK. Woke up to 🇬🇧🇺🇸imperialism in 2014 with the 1st US-backed colour revolution. Unite the Global Majority ✊
Asia Frontier Capital @AsiaFrontierCap
4K Followers 5K Following Asia Frontier Capital is a #fundmanagement company managing #equity #funds: AFC #Asia #Frontier #Fund #AFC #Iraq Fund AFC #Uzbekistan Fund AFC #Vietnam Fund
FinChat @finchat_io
14K Followers 3 Following The complete investment research platform for global equities, powered by AI.
Stephanie Link @stephanie_linkx
17K Followers 4K Following Chief Investment Strategist and Portfolio Manager at Hightower Advisors. CNBC contributor. Treasure my time with family & a good run. Proud BC alum.
Porter Stansberry @porterstansb
12K Followers 423 Following Finance Hack. Chairman of Porter & Co. Founder of MarketWise (NASDAQ: MKTW), a leading publisher of independent financial research.
East Asia Stocks @EastAsiaStocks
6K Followers 306 Following My goal is to help you discover and understand the most interesting stocks in Japan, China, and Korea. Link below.
David P. Goldman @davidpgoldman
23K Followers 331 Following Spengler columnist for Asia Times and PJ Media; President, Macrostrategy LLC; Claremont Institute Center for the American Way of Life, Washington Fellow
Populist Alliance @Populist1703
257 Followers 3K FollowingWent to the private beach with the fiancé yesterday, the fee keeps the obnoxious people out so she can tan in peace and I can read. Caught up on GaveKal pieces. Thinking about it this morning, western policymakers are lost. They don’t understand how they are losing to Russia.…
I’m going to file a lawsuit challenging the TikTok ban on constitutional grounds. Don’t be fooled – the TikTok ban is not about China harvesting your data. That’s a smoke screen. Intelligence agencies from lots of countries, especially ours, are harvesting your data from…
China stocks (HSCEI) just surpassed Nasdaq 100 - YTD.
@riteshmjn @gave_vincent 60/40 portfolio need commodity exposure of at least 20% for coming decade IMO.
Agree with all conclusions This is brave new world of investing .. old 60/40 models will not work Via @gave_vincent
I’m not that smart or insightful. I’m just balls to the wall in a sector that’s entering an epic bull market. So everything I say will be supported by price action. Which will make me seem smart and insightful. #uranium
FT writers tend to rigidly follow the US State Department narrative, but occasionally they allow a more truthful message to appear from readers on the letters page. There was a good example today. Scroll down to read it. . . "Why it’s premature to write off Hong Kong" By Weijian…
This is Macron saying "Europe must show that it's never going to be the lapdog for the United States when we speak to the other regions of the world". This pisses me off to no end because he had SO MANY opportunities to do just that and he never, ever took it. Gaza is a…
Macron says Europe must make itself a credible independent partner for 3rd countries. "Europe must show that it's never going to be the lapdog for the United States when we speak to the other regions of the world."
After reading this article twice, I can only say: “why am I reading this now?” The whole thing doesn’t track. Poorly/anonymously sourced at almost every turn. I am not a conspiracist by nature but this seems like a pretty transparent play to get JPow freaked about the Orange Man…
Hey there everybody! I got a gif for this: wsj.com/economy/centra…
I don't 'reduce myself' to my womb when I say I'm a woman any more than I reduce myself to my ears when I say I'm not deaf. These are facts. There is no liberation for women in pretending their sex class isn't definable. If men can be women, there is no such thing as a woman.
Investing quote of the day via @danariely:
@gave_vincent @hkuppy @PauloMacro @kevinmuir 1/2 Sincere thanks for publishing this! It’ll require China fundamentally reorder its economy which would be in China’s best interest. It’ll be interesting to see if Xi can overcome the vested interests within China to accomplish this. Essentially, they will have to increase…
Binary outcome for the markets... which one do you prefer @gave_vincent
You make me look smart and feel dumb at the same time bro!! 🤗 🥹
Always fun to catch up with @PauloMacro @hkuppy and @kevinmuir
On China: Why the Real Risk is CNY 5, Not 9 MUST READ OF THE WEEK!!! ht @hkuppy @gave_vincent @kevinmuir @PauloMacro pracap.com/on-china-why-t…
"Forward To The 1970s? Investing For An Inflationary Age" From my French amigos @gave_vincent @IdLibertes (and the Ruskie Anatole Kaletsky) Americans especially should take heed... research.gavekal.com/content/webina…
Brilliant discussion by the @Gavekal team. Especially enjoyed Anatole’s take on Western protectionism and inflation around the 38 min mark.
Every week, we (Gavekal) hold a zoominar for clients in which clients ask questions and we try to engage in a discussion. It’s pretty rare that Charles, Anatole and myself end up on the same zoom call. So I thought we would make this one open to everyone. A note of warning: if…
Happy #50 bro!!
Six years ago, @PatrickCeresna invited me on MV (which I bombed), but it kicked off a great friendship. I will forever be grateful for my @TheMarketHuddle co-host, and I am sure I speak for 'huddlers-the-world over, when I wish the nicest podcast-partner-a-guy-could-ask-for, a…
@LukeGromen - you have to check out this Zoom call and also check out the three presentations provided in the link below- especially Charles Gave’s presentation in which he says “And I find the idea that the renminbi could go down against the US dollar or the euro almost…
Every week, we (Gavekal) hold a zoominar for clients in which clients ask questions and we try to engage in a discussion. It’s pretty rare that Charles, Anatole and myself end up on the same zoom call. So I thought we would make this one open to everyone. A note of warning: if…
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