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The Market Dog

@TheMarketDog

LOOK THINK FOCUS ACT

 Amsterdam, The Netherlands
Joined August 2020
  • Tweets1K
  • Following597
  • Followers27K
Nasdaq is up 3.9% in one year....
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The American consumer is dead
Τάκης Χριστοδουλόπουλος  (@takis2910) profile pictureΤάκης Χριστοδουλόπουλος @takis29105h
Colgate organic volume growth across its key regions. How much fluoride is there in 🇺🇸 taps? Boulevard of Broken 🦷. Walk alone $CL open.spotify.com/track/1hwJK…
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this is good Market Status: Market Bottom or Beginning Of The End? , by @Globalflows open.substack.com/pub/capita…
Market Status: Market Bottom or Beginning Of The End?

Market Status: Market Bottom or Beginning Of The End?

Systemic risks are beginning to be realized

capitalflowsresearch.com
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> time to read that news letter from a month ago warning abut systemic risks in the system
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The Market Dog retweeted
The Market Dog (@TheMarketDog) profile picture
The Market Dog@TheMarketDog9h
The tech sellers are exhausted. The sellers:
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nice to see @finviz_com launching their app!!! love it
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Time to do this @finviz_com
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not een getting a signal. this is hell
*Walter Bloomberg (@DeItaone) profile picture*Walter Bloomberg
@DeItaone6h
U.S. STOCKS EXTEND FALL, S&P 500 DOWN 4.00 PCT
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we're 600k employees and we're cancelling Zoom for MS Teams. $ZM is dead
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The Market Dog retweeted
Judah Rhodie (@judahrhodie) profile picture
Judah Rhodie
@judahrhodie6h
This is a really good piece by my buddy @Globalflows open.substack.com/pub/capita…
Market Status: Market Bottom or Beginning Of The End?

Market Status: Market Bottom or Beginning Of The End?

Systemic risks are beginning to be realized

capitalflowsresearch.com
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😤 is this biden market or what?
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Never opening my account again
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Tough shit.
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Highly concerned about anthropic. I see more and more that companies are limiting expensive models in favour of open source models.
Market Radar (@themarketradar) profile pictureMarket Radar
@themarketradar9h
Anthropic is gonna IPO into THIS?
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The tech sellers are exhausted. The sellers:
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You know that citrini is not citrini anymore right?
tradfi news (@tradfi) profile picturetradfi news
@tradfiNov 4
*CITRINI OVERHAULS THEMATIC MODEL BOOK, CALLS PEAK IN AI INFRASTRUCTURE CAPEX *CITRINI SAYS AI INFRASTRUCTURE ASYMMETRIC RISK HAS SHIFTED TO DOWNSIDE *CITRINI EXPECTS HIGHER COSTS FOR US DATACENTERS AFTER DEMOCRATIC MIDTERM WINS *CITRINI WARNS MACRO REGIME SHIFTING TOWARD LATE-CYCLE STAGFLATION TILTS
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Here we go. It's going to be 2 fun years.
Disclose.tv (@disclosetv) profile pictureDisclose.tv
@disclosetv22h
JUST IN - Thomas Massie will trigger a House vote next week to impeach War Secretary Pete Hegseth over what he calls an illegal war with Iran, with multiple GOP sources saying the measure is likely to pass.
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Few people are capable of thinking in second order impact.
Marko Papic (@Geo_papic) profile pictureMarko Papic
@Geo_papicNov 4
Replying to @citrini
Joe Biden was GREAT for the energy sector because he used regulation to restrict supply. Second order effects are often weird when it comes to regulation.
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Deal with the devil, lose mid terms as the saying goes.
OSINTtechnical (@Osinttechnical) profile pictureOSINTtechnical
@OsinttechnicalNov 4
President Trump's diesel fuel deal with Russia has faltered as multiple tankers have turned away from the US - FT One loaded tanker sailing from St. Petersburg changed its destination to Brazil, while two others are indicating they are open for orders.
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I think the debasement trade will be back. Either this or I think the fed feels fiscal policy (including wars etc) will be more under control so they don't need to hike.
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