homo homini lupus
Joined November 2017
- Tweets 1,645
- Following 15
- Followers 43
- Likes 2,712
65 Photos and videos
Fish retweeted
17 May 2025
Dat komt omdat het grote publiek bang wordt gemaakt voor extreme inflatie! Hyperinflatiegekkies in overvloed op FinTwit. My bet? Inflatie blijft de komende jaren rond de 2% hangen (doelstelling centrale banken) en als de grote bearmarket in risicovolle assets toeslaat zal er een deflatoire schokgolf ontstaan.
16 May 2025
This is a blowout sentiment extreme on the public's inflation expectation, now at 7.3%. This comes even though year-over-year CPI went from 3.0% in January to 2.8% in Feb, then 2.4% in March and 2.3% in April, a four-year low.
I think the public will get this wrong.
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Fish retweeted
12 May 2025
Maar focus je vooral op het meest kansrijke lange plaatje! You Will See! 😉
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Fish retweeted
12 May 2025
Ergens verwacht ik dus een goede instapdip rond september. Dat kan de onderkant bollinger week pullback 61.8% zijn of zelfs een grotere dip naar de onderkant bollinger maand (past perfect binnen Nikkei verhaal).
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Fish retweeted
11 Mar 2025
Europe outperformance vs US looks like a blip on the long term chart. h/t @dailychartbook
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Fish retweeted
3 Mar 2025
“How can you achieve this? Well you need a crisis, and the best way to create it, is to have a bubble, because that is how nobody stops you”
Few...
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Fish retweeted
3 Oct 2024
The JPM Global Manufacturing PMI "signalled a deterioration in overall operating conditions for the third successive month. Albeit remaining modest, the rate of decline was the fastest in almost a year (since October 2023)."
@SPGlobalPMI
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Fish retweeted
1 Oct 2024
"We hebben in Europa voor elektrificatie gekozen terwijl we niet wisten hoe groot de voorsprong van de Chinese autobouwers was.”
Eens te meer => Innovatie laat je best over aan ondernemers, niet aan zogezegd visionaire centrale planners.
tijd.be/ondernemen/auto/vlaa…
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Fish retweeted
29 Sep 2024
Notes on the Harris-Walz economic plan - a thread. 🧵
The elements of a strong plan are always productive investment, easing employment barriers, a level playing field so working families participate in what they produce, and reducing vulnerability.
youtu.be/-i64tqglpmA
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Fish retweeted
1 Oct 2024
Has #Bitcoin lost "that loving feeling?"
Despite the recent runup in #cryptocurrency, retail volumes have declined. Plus the number of #lasereyes have become a rarity.
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Fish retweeted
26 Sep 2024
Holy smoke, who expected five years Greek bonds yield to fall under its French equivalent?
France with 5% fiscal deficit during good times, political paralysis and 30% of bonds owned by foreigners is an accident waiting to happen. Fingers crossed.
Chart @jeuasommenulle
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Fish retweeted
24 Sep 2024
Equity put/call ratio falls sub .50 yesterday for the first time since late August
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Fish retweeted
23 Sep 2024
New September 2024 comment is up! 🐳
Fed policy, valuations, market internals, compression/extension flags, hedging, bonds, gold, full-cycle perspective, and more.
hussmanfunds.com/comment/mc2…
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Fish retweeted
23 Sep 2024
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Fish retweeted
19 Sep 2024
Tel de candles! Als de 2-weeks chart leading is, komt er nog een laatste flauwe candle overheen en daal je pas vanaf de week van 7 oktober. Dan zijn de ongeduldige shorters (lees zwakke handjes) ook gelijk uitgeschud.
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Fish retweeted
20 Sep 2024
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Fish retweeted
19 Sep 2024
U.S. Secretary of Defense, Lloyd Austin, who was expected to arrive in Israel next week to meet with Senior Israeli Military and Defense Officials, has now Postponed or Canceled his Trip following the possibility of Significant Escalation between Israel and Hezbollah.
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Fish retweeted
19 Sep 2024
⚡️JUST IN
Nearly 100 air strikes have been carried out by Israel on Lebanon in less than two hours which is unprecedented
A big war is on the way it seems
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