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Reposted by Tri Cap

No Sunk Costs @nosunkcosts.bsky.social · 5h

Men are the core customer for ride-sharing / women for food delivery

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Tri Cap @triforcecap.bsky.social · 7h

*in Vietnam with a Chinese partner. (Luxshare Precision)

FinTwitter @fintwitter.bsky.social · 8h

Apple To Begin Building New Home Devices In Vietnam, Marking Further Shift Away From China

Tri Cap @triforcecap.bsky.social · 8h

The ratio was used as a yields forecaster? Did not know that.

Tri Cap @triforcecap.bsky.social · 9h

Pizza delivery from single chat prompt next.

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Tri Cap @triforcecap.bsky.social · 14h

Key point: consensus range of the BE rate is at or inside the standard error.

FinTwitter @fintwitter.bsky.social · 15h

FED'S POWELL SAYS WILL NOT TRY TO PINPINT BREAKEVEN RATE OF EMPLOYMENT; STANDARD ERROR ITSELF IS PERHAPS 50K || BREAKEVEN RATE OF JOB GROWTH HAS COME DOWN A GREAT DEAL

Tri Cap @triforcecap.bsky.social · 15h

Watch the TACO spread, folks. Be safe out there.

Paolo Bernardi @paolobernardi.bsky.social · 16h

From the Economist real; versus proclaimed tariffs.

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Tri Cap @triforcecap.bsky.social · 16h

Man, the comments on that post are just depressing. And of course tiring at this point.

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Tri Cap @triforcecap.bsky.social · 16h

lol. I’m going to nuke this thread.

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Tri Cap @triforcecap.bsky.social · 16h

Correction: JP stable.

Tri Cap @triforcecap.bsky.social · 16h

Oh I read that wrong, thanks.

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Tri Cap @triforcecap.bsky.social · 17h

‘The most crowded trade, with most investors having no position.’ - Y. Berra

FinTwitter @fintwitter.bsky.social · 18h

LONG GOLD TOPS MOST CROWDED TRADES — BOFA Bank of America’s October survey shows 43% of investors see being long gold as the most crowded trade, surpassing long Magnificent Seven stocks (39%). Average gold allocation is 2.4%, with most investors holding little or no exposure.

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Tri Cap @triforcecap.bsky.social · 18h

A truly American ‘asset’ if there ever was.

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Tri Cap @triforcecap.bsky.social · 18h

If we get that high you may hate USD more than you think. :)

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Tri Cap @triforcecap.bsky.social · 18h

This is the way.

FinTwitter @fintwitter.bsky.social · 19h

*EU CONSIDERS FORCED TECH TRANSFERS FOR NEW CHINESE INVESTMENTS

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Tri Cap @triforcecap.bsky.social · 18h

No. Reallocating to front run a hypothetical debasement seems to be happening. That and your regular degen speculative mania.

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Tri Cap @triforcecap.bsky.social · 18h

I’m think this is confirmed by the way Bessent is talking. ‘This is an attack on the world’. Not a US centric thing.

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Tri Cap @triforcecap.bsky.social · 18h

Non-coordination agreements or cleaving a wedge between EU/NA/S.Asia would be a prize. Putting every nation under self-preservation pressure simultaneously can st least forstall coordination against CN.

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Reposted by Tri Cap

Ian Smith @iankmsmith.ft.com · 23h

“I thought it was important to have something that physically exists, something you can actually hold in your hands"

We dig into one of the markets stories of the year: gold mania
www.ft.com/content/3401...

Story by me, Leslie Hook, Harry Dempsey, data visualisation by @raydouglas.bsky.social

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Reposted by Tri Cap

Justin Mikulka @justinmikulka.bsky.social · 1d

“You get this sense of a change, where China’s competitiveness has gone from being about government subsidies and low wages to a tremendous number of highly skilled, educated engineers who are innovating like mad.”