Anil Vohra

Funny how the market pattern statistics spewing perma-Bulls fail to mention something like this.

Read both of Conor’s posts (bearish if, bullish if).

I wonder how many of strong results in the first table were Bear market rallies (powerful but short lived).

bsky.app/profile/carl...

Tesla Shares Post Worst Week Since October as Sales Plunge

Tesla shares tumbled ~11% last week, weighed down by shockingly bad sales reports from around the world.

www.bloomberg.com/news/article...

What should we be focusing on rather than this silliness, that is the question.

Greater efficiency (profits) though less investigation (safety)

@barchart.com

You have an imposter. Reported and blocked.

They took the buyout package

CAN/US Trade (2023) in CAD$

EXPORTS to US:
Energy 29%: $172b x 10% = $17b
Services 18%: $105b
Goods: 53%: $316b x 25% = $79b
Total: $593b
US Tariff: $96b

IMPORTS from US:
Total : $374b
CAN Tariff: 25% x $155b = $39b

Canada tariffs are 40% of US tariffs.

Incontinence is the underlying driving force for both.

Trump is trying to crash the economy as a prelude to bring in more authoritarian measures to rescue the economy.

Standard Trump Modus Operandi:
1) Break something that was working fine
2) Claim only he can fix it
3) Put it back 3/4 as well as it was
4) Claim victory

DOGE is a poorly disguised cover for collecting all U.S. gov data for training of Musk’s AI, which he will roll into a new company called X-AI. X-AI will buy all of TSLA’s AI tech in exchange for his 20% of the company. After that TSLA will collapse and Elon will be the most powerful person.

DOGE is a poorly disguised cover for collecting all U.S. gov data for training of Musk’s AI, which he will roll into a new company called X-AI. X-AI will buy all of TSLA’s AI tech in exchange for his 20% of the company. After that TSLA will collapse and Elon will be the most powerful person.

Does BlueSky have polls?

News The latest transcripts, proclamations, executive orders, and press releases from The White House.

News – Executive Orders
www.whitehouse.gov/news/

Full list linked to details

The Swearing In:

President inaugurations have occurred only 3 times on Martin Luther King Day. All were 2nd term inaugurations:
1997 - Clinton
2013 - Obama
2025 - Trump

Reducing Reverse Repo Balance at the Treasury adds liquidity to financial markets. Yellen has drawn it down to $95b leaving her successor with few tools to keep the market up.

via @bravosresearch

Hedge Funds have reduced their leverage at the fastest pace in more than 2.5 years

Via @barchart.com

Elon Musk to get new office in the White House.

Take a little peak how the SPX has done previously when the BOJ hiked rates.

Didn’t Russia, US and UK give Ukraine a security guarantee in 1994 in exchange for Ukraine giving up their nukes?

If you think that the USD (blue) is going to have a serious pullback, you must also think that US share of global GDP (red) is going to plummet, because the two are closely related.

Who’s the sidekick?
Via @davewhamond.bsky.social

Orange man will not like this.

Unhappiness is the cornerstone of the MAGA movement

The Sith Lord, Master of the dark side, cometh

Number of people killed by animals per year:

Mosquito: 725,000
Human: 475,000
Snake: 50,000
Dog: 25,000
Assassin bug: 10,000
Snail: 10,000
Tapeworm: 2,000
Crocodile: 1,000
Hippopotamus: 500
Elephant: 100
Lion: 100
Wolf: 10
Shark: 10

Guess which one Trump is most worried about?

Yup, sharks!

Exports are the only thing holding up the Chinese economy from collapsing.
If anything were to happen to them, it’s game over.

via @Brad_Setser

Musk/trump presidency

Thank you. Appreciate the help.