Mark Gutman

You must be new here

Sundar Pichar cute public convo with Musk is really cringe, and bad for $GOOG shareholders (what’s new there).

It was unnecessary and showed everyone what a weak hand he is. Musk (and everyone) now knows that he can bully Google and appropriate the tech for himself.

Unfortunately, the only way out of the current funk is a multiyear process. First, it will get worse, followed by a massive crisis - like a deflationary depression, hyperinflation, or war.

And on that happy note... have a great rest of your day.

ah! I hadn't seen that!

She might be back, actually. Wouldn't be a surprise to me

I'm pretty sure a new Fed Chairman will be chosen soon mostly based on his (her?) affinity for low rates and a weak USD

I can't explain exactly why, but I sense a change in the air. Still a weakly held belief, but I feel that the USD has reached a ceiling and commodities a floor.

Conditions are very similar to pre Plaza Accord - and it's possible that there might be something like that starting to brew

Good morning

I got bored of posting on Twitter a few weeks ago. I would mostly get aggravation after posting, and I felt that I was getting nothing out of it.

I haven’t missed it that much tbh, but I’ll try to share some of my thoughts here from time to time.

The atmosphere feels a bit more constructive

Hello everybody