65 Photos and videos
RICARDO retweeted
Jan 31
An infrastructure that settles trillions in flow, secures hundreds of billions in digital assets & underpins the future of blockchain, trading at ~$280B is absurd.
BTC may be dragging the market, but ETH should be the standout with real usage, activity & strongest fundamentals.
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Isn’t this good for FAANG qqq growth in general ? Growth scare coming : @chris_fundstrat @fs_insight @fundstrat IMF cuts global growth forecasts on Russia-Ukraine war cnbc.com/2022/04/19/imf-cuts…
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RICARDO retweeted
31 Mar 2022
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… as well known:
√ US has become oil self-sufficient while it used to have net-imports of 6m bbl/day in the 70s and more than 12m during GFC👇
√ Oil intensity has plunged by 70% since the 70s: 1.1 barrel was then needed to generate $1000 of GDP vs 0.34 barrel today👇
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Inflation backwardation ? @fundstrat @chris_fundstrat
Shanghai-Los Angeles ocean freight rates down again for the 5th consecutive week, lowest level since last June. Starting to see meaningful progress here:
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RICARDO retweeted
6 Mar 2022
All it takes is Joe Biden to say, “The U.S. will become energy independent.”
That’s all, it’s that easy. But politics stands in the way.
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RICARDO retweeted
3 Mar 2022
NAAIM exposure index comes in this week at 30, the lowest in 2 years. Lots of bearishness in sentiment present, just need prices to close back over 21 EMA and show follow through. This is how bottoms start to form
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RICARDO retweeted
13 Feb 2022
Weight-updates contributed to the positive surprise in the inflation figure on Wednesday.
The updated weights are short-term inflation positive, but will also contribute to the nosedive of inflation from Q2 and onwards
More in my blog: andreassteno.substack.com/p/…
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RICARDO retweeted
12 Nov 2021
(Reuters) - Toyota Motor Corp, the world's top-selling automaker, said on Friday it would begin making up for production lost from supply shortages in December, with factories at home in Japan returning to normal for the first time in seven months.
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RICARDO retweeted
8 Jul 2021
OIL MARKET: The weekly proxy for US gasoline consumption last week surged to an ALL TIME HIGH above 10 million barrels a day — so when people were talking about peak oil demand, it seems they meant a new, higher peak | #OOTT
8 Jul 2021
It's only a week's worth of data, but: U.S. gasoline demand has now rebounded from the depths of the pandemic to reach a record high -- thanks to July 4 travel: bloomberg.com/news/articles/….
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