Joined May 2010
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- Followers 16,544
- Likes 126,813
3,226 Photos and videos
Nicholas Glinsman retweeted
8 Nov 2024
Simply a way to recycle bad debt, not stimulate the economy.
8 Nov 2024
“China will allow local govts to issue 6 trillion yuan in additional special bonds over three years to swap hidden debt..local govts will be able to tap another total of 4 trillion yuan in new special local bond quota over five years for the same purpose” bloomberg.com/news/articles/…
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8 Nov 2024
Not stimulus
@shehzadhqazi
8 Nov 2024
The Chinese Finance Minister says more may be in the pipeline for land and property clean up purposes, but today's fiscal easing announcement will be a disappointment. Maybe more when DT's policy looks clearer. Short thread on why Beijing is still on the back foot 1/6
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Nicholas Glinsman retweeted
7 Nov 2024
Three hours before the Presser, this came out.
So, why was Powell trying to "bait" Trump into a fight over his job?
Powell didn't need to answer questions about his job.
Or does Powell want to fight with Trump about his job?
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President-elect Donald Trump is likely to allow Federal Reserve Chair Jerome Powell to serve out the remainder of his term, which expires in May 2026, according to a senior adviser to Trump requesting anonymity to describe private conversations.
cnn.com/2024/11/07/politics/…
7 Nov 2024
I'll have more takeaways from Powell's presser later.
However, one that jumps out now is Powell's insistence that he did not want to talk about politics or a change in fiscal outlook given the election.
Then, he dramatically and emotionally jumped into discussing the politics around his job.
*POWELL SAYS HE WON'T STEP DOWN AS FED CHAIR IF ASKED BY TRUMP
*POWELL: DEMOTION OF FED VICE CHAIRS NOT PERMITTED UNDER THE LAW
(Powell is a Fed Governor. The idea is for Trump to demote him to a "regular" governor and appoint another chairman, presumably Bowman or Waller.)
I'm guessing Powell has been rewatching this.
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Nicholas Glinsman retweeted
7 Nov 2024
“In October, China’s exports to the U.S. rose 8.1% from a year ago, according to a CNBC calculation of official data.
China’s exports to the European Union and the ASEAN increased 12.7% and 15.8% on year, respectively” @anniekbyx
cnbc.com/2024/11/07/china-oc…
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6 Nov 2024
And who made the correct call @RoryStewartUK
It was @afneil
3 Nov 2024
Journalists would like the US race to seem as close as possible - it suits their appetite for suspense and @afneil ‘s desire to prod the establishment. But this won’t be a close race decided by a “couple of thousand votes”. He is wrong. And Kamala Harris will win.
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5 Nov 2024
To quote "The maths doesn't work for the DEMs". All about the early voting.
5 Nov 2024
🚨🇺🇸 Democrats fall 1.7M votes behind in swing states early voting, with rural voters—especially women—surpassing expectations by 300K.
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Below are the R minus D early vote deltas in swing states before tomorrow.
Republican turnout on election day is usually much higher than Democrat, so any state currently leaning R in early voting is very likely to side with Trump.
Pennsylvania, while still leaning D, has a massive turnout on Election Day. If the same number vote in person for Trump this time vs last, he will win by ~500k votes (landslide).
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Nicholas Glinsman retweeted
5 Nov 2024
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SCMP: "Chinese President Xi Jinping has called on provincial leaders to be patient about the pace of economic reforms, cautioned them against trying to solve problems hastily, and urged them to break down the fences of...
sc.mp/fvvpi?utm_source=twitt… via @scmpnews
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Nicholas Glinsman retweeted
4 Nov 2024
In 1910, Teddy Roosevelt met Emperor Franz Joseph I
Teddy asked him to explain his job, and the Emperor simply replied:
"The idea of my office is to protect my people from their politicians."
It warms the heart to see His Majesty King Felipe VI carrying on this great tradition
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Nicholas Glinsman retweeted
4 Nov 2024
A class in why the familial power of monarchy endures and works. It was fascinating to see the regal dignity personal courage & admirable grace under pressure of Felipe VI King of Spain visiting the enraged heartbroken people of Valencia …while the head of government Sanchez fled ignobly. Character is all
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4 Nov 2024
Brilliant and on point write-up by Andy @dampedspring -
A must-read - this FOMC meeting could end up being more consequential for the real economy than the election
2 Nov 2024
Given the bond market move over the last days and weeks, The Fed is being warned that they can "lose the long end". In this free DSR I describe what is happening in the bond market, why, what the risk may be and what the Fed "should do". Will they? 🤷♂️
dampedspring.com/wp-content/…
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4 Nov 2024
Quincy Jones, music producer, dies aged 91 RIP oh great one
thetimes.com/article/0048aa6…
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Nicholas Glinsman retweeted
3 Nov 2024
Let's talk China: Episode 5 of 7
In this episode, we discuss China's 2nd of 5 economic paths it can follow.
This episode will also focus on Xi the leader. To understand Xi means to better understand China's economic path forward.
1/n #China
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Nicholas Glinsman retweeted
31 Oct 2024
Not stimulus!
31 Oct 2024
"Chinese firms sold the least amount of bonds domestically in the past two months since 2021..Issuers $352 billion of bonds in September and October in the onshore market, down 8.4% from the same period last year, according to Bloomberg-compiled data."
bloomberg.com/news/articles/…
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Nicholas Glinsman retweeted
2 Nov 2024
If you believe that the mere reason for the asphyxiating bureaucracy in the EU is incompetence, think again!
Politicians mindset is set on a model of taxing more! How else could they accomplish their more than often despicable stratagems? Taxing more, means more red tape, bigger government, CBDC, less economic freedom.
| h/t @MichaelAArouet #EU #Bureaucracy #RedTape #Taxation #Spending #EconomicSerfdom
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1 Nov 2024
What ridiculous unnecessary coddling children
nytimes.com/2024/10/31/nyreg… via @NYTimes
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Nicholas Glinsman retweeted
31 Oct 2024
⚠️BREAKING: Bill Clinton tells the truth about the Palestinians and how they rejected every peace offer from Israel.
This is a must-watch and a must-listen.
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Nicholas Glinsman retweeted
1 Nov 2024
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Robert Lighthizer is right: "What we have seen in recent decades is countries adopting industrial policies that are designed not to raise their standard of living but to increase exports — in order both to...
ft.com/content/c72fac7b-4b0c… via @ft
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