Jacob L. Shapiro(@JacobShap) 's Twitter Profileg
Jacob L. Shapiro

@JacobShap

Partner @CognitiveInvest

ID:271994906

linkhttp://www.cognitive.investments calendar_today25-03-2011 16:09:06

22,4K Tweets

11,3K Followers

2,3K Following

Stephen Stapczynski(@SStapczynski) 's Twitter Profile Photo

Three companies are competing to build a nuclear reactor in the Czech Republic 🇨🇿☢️

🇺🇸 US Westinghouse
🇫🇷 France’s EDF
🇰🇷 Korea’s KHNP

📅 The state-run utility will assess the bids before seeking gov’t approval. Goal is to have reactor online by 2036

apnews.com/article/czech-…

Three companies are competing to build a nuclear reactor in the Czech Republic 🇨🇿☢️ 🇺🇸 US Westinghouse 🇫🇷 France’s EDF 🇰🇷 Korea’s KHNP 📅 The state-run utility will assess the bids before seeking gov’t approval. Goal is to have reactor online by 2036 apnews.com/article/czech-…
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Michael Pettis(@michaelxpettis) 's Twitter Profile Photo

According to FT, 'Chinese central bank gold buying, along with a weak renminbi, vapid local stock market and troubled real estate sector, has also encouraged the country’s consumers to rush towards purchasing bullion to store their wealth.'

ft.com/content/abc394… via @ft

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Andrew Batson(@andrewbatson) 's Twitter Profile Photo

Refreshing to read an economist who actually understands China's underlying political structure and how it determines the dynamics of local government debt and finance. A nice piece by Xu Gao, translated by The East is Read.

Refreshing to read an economist who actually understands China's underlying political structure and how it determines the dynamics of local government debt and finance. A nice piece by Xu Gao, translated by The East is Read.
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Michael Pettis(@michaelxpettis) 's Twitter Profile Photo

1/5
Bloomberg: 'China said it will set up a system to resolve debt risks of its local governments, as state leaders and top bankers wrapped up a two-day, closed-door meeting to set the priorities for the $61 trillion financial sector.'

bloomberg.com/news/articles/… via Bloomberg Markets

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Weston Nakamura(@acrossthespread) 's Twitter Profile Photo

Whoa this is big

BOJ policy statement just got rid of ANY explicit upper band ceiling to YCC (“1%” ← no longer)
Markets now TRULY have no idea where the goal posts are- as it seems BOJ themselves have no idea when / where / how, or IF to step in to JGB markets at all

World is…

Whoa this is big BOJ policy statement just got rid of ANY explicit upper band ceiling to YCC (“1%” ← no longer) Markets now TRULY have no idea where the goal posts are- as it seems BOJ themselves have no idea when / where / how, or IF to step in to JGB markets at all World is…
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Stephen Stapczynski(@SStapczynski) 's Twitter Profile Photo

China buys even more LNG from the US amid energy security push
🇨🇳 🤝 🇺🇸

🚢 Foran plans to buy 0.86 million tons/year from Cheniere for 20 years from 2028
💰 China has been busy locking-up US LNG supply under long-term deals. This also allows Chinese buyers to turn into traders

China buys even more LNG from the US amid energy security push 🇨🇳 🤝 🇺🇸 🚢 Foran plans to buy 0.86 million tons/year from Cheniere for 20 years from 2028 💰 China has been busy locking-up US LNG supply under long-term deals. This also allows Chinese buyers to turn into traders
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Javier Blas(@JavierBlas) 's Twitter Profile Photo

That was (unsurprisingly) rather quick: Venezuela’s electoral court said it is suspending “all effects” of the opposition primaries after President Nicolás Maduro called the vote a fraud |

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Seva(@SevaUT) 's Twitter Profile Photo

starting to suspect the russian state is actually a dessicated husk ravaged by decades of corruption and not a gleaming leviathan defeating a decadent west

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Garry Golden(@garrygolden) 's Twitter Profile Photo

My sour (still a little sick) take:
Human (Intellectual) Laziness
is a bigger threat to Humanity than the AI.
US society is not a culture of learning and growing.
Most people don't *want* to understand AI.
Learning about new complex things exhausts them. Too much time + effort.

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Joe Weisenthal(@TheStalwart) 's Twitter Profile Photo

Man, 2021 was truly wild. Square (which has since been renamed Block) bought Afterpay in an all-stock deal value at $29 billion in August 2021. Basically the exact top of the market.

Today the whole company is worth just over $24 billion.

Man, 2021 was truly wild. Square (which has since been renamed Block) bought Afterpay in an all-stock deal value at $29 billion in August 2021. Basically the exact top of the market. Today the whole company is worth just over $24 billion.
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Brad Setser(@Brad_Setser) 's Twitter Profile Photo

The fixed income flow from Japan is both huge consequential, and also (imo) very poorly understood.

The possibility that 10y JGB yields might be allowed to rise above 1 matters, but not precisely in the way many think ...

1/ many

The fixed income flow from Japan is both huge consequential, and also (imo) very poorly understood. The possibility that 10y JGB yields might be allowed to rise above 1 matters, but not precisely in the way many think ... 1/ many
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Jacob L. Shapiro(@JacobShap) 's Twitter Profile Photo

Y'all know i love all my Cognitive Investments podcasts but the one we published today with Elo and Ignacio was particularly good and insightful about current situation in Argentina

bit.ly/ci-podcast

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