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Curating, Learning, Open to Feedback Group Chat https://t.me/potalktoes (I try to keep the memes there, but some might leak here sorry) Referral Links https://t.me/potaaatoes/15

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East Asians get less meaning from family and children than Westerners
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🇺🇸#stocks #us #macro US small caps now trade at a discount to US large caps for the first time since the 2008 financial crisis. Goldman: stock-picking in the US small-cap sector can be very valuable.
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PIMCO: "A rematch between what will be an 82 year old sitting president and a 78 former president who has now been convicted for paying off an adult actress is certainly in the realm of 'you cannot make this up.' .. One conclusion is clear, however: Yesterday’s verdict may simply lead to more disillusionment and disengagement among a swath of voters, who already feel discouraged by the choice in front of them in November." [Cantrill]
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https://www.theguardian.com/world/article/2024/may/29/delhi-temperature-hits-499c-as-indias-capital-records-hottest-day?
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Today, we are pleased to let you know that initial Earn distributions — approximately 97% of the digital assets owed to you by Genesis as of the suspension date (November 16, 2022) — are now available in your Gemini account. This follows our previous announcement that we reached a settlement with Genesis and other creditors in the Genesis Bankruptcy, which will result in all Earn users receiving 100% of their digital assets back in kind. This means that if you lent one bitcoin in the Earn program, you will receive one bitcoin back. And it means that you will receive any and all increase in the value of your assets since you lent them into the Earn program. With the initial distributions, Earn users are receiving $2.18 billion of their digital assets in kind. These initial distributions represent: - 97% of digital assets owed to you - $1 billion more than when Genesis halted withdrawals - A 232% recovery from when Genesis halted withdrawals In order to access the initial Earn distribution in your account, please follow these steps: - Log into your Gemini account - Navigate to your account settings - Visit the "Earn Distributions" section - Read through the materials - Click or press the "Access" button to initiate the distribution process After you take these steps, we will update your available balance to reflect your initial Earn distribution in your Gemini account. Please allow up to several hours for your initial distribution to appear in your account. If you take no action, we will automatically update your available balance to reflect your initial distribution in your account by May 31, 2024. We are thrilled that we have been able to achieve this recovery for you. We recognize the hardship caused by this lengthy process and appreciate your continued support and patience throughout.
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2 Potential Growth Trend Factors in Robotics ✅Aging Population and Labor Shortages: As populations age and labor shortages become more prevalent, robots can fill critical gaps in industries like healthcare and manufacturing. ✅Rising Labor Costs: In some regions, rising labor costs make robotic automation a more cost-effective solution for businesses. 2 Potential Risk Trend Factors in Robotics ❌High Initial Investment Costs: The upfront cost of acquiring and implementing robotic systems can be a barrier for some businesses, especially smaller enterprises. ❌Job Displacement Concerns: The widespread adoption of robots raises concerns about job displacement and the need for workforce retraining and reskilling.
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🌎 Global News Flow 🔘 10-year Treasury yield rises above 4.5% following weak auction 🔘 Energy Transfer (ET.US) expands Permian presence with $3.25 bln WTG Midstream buy 🔘 Activist Elliott takes $2.5 billion stake in Texas Instruments (TXN.US), urges company to improve free cash flow 🔘 T-Mobile (TMUS.US) to buy US Cellular's (USM.US) wireless operations in $4.4 billion deal 🇨🇳🇭🇰 China/HK News Flow 🔘 HSI Fades 6 pts as ALI HEALTH Rallies 10%; Shippers Rise 🔘 Guangzhou Further Refines Housing Policy 🔘 HK Int'l Airport's Pax./ Flight Movements Hike 30%+ YoY in Apr 🔘 SENSETIME-W (0020.HK): CN Chipmakers Catching Up Fast with Int'l Makers in AI Field 🇲🇾 Malaysia News Flow 🔘 Supermax (SUM.MY) narrows net loss in 3Q on improved profit margins despite weak demand 🔘 UEM Sunrise’s (UEM.MY) 1Q earnings down 48% on higher expenses, lower sales 🔘 Magnum (MGN.MY) says 1Q net profit up 65%, declares 1.5 sen dividend Source: Bloomberg, CNBC, Yahoo Finance, AAstocks, The Edge Malaysia, The Star
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Hamas continues to hide their leaders and ammunition and operate their weapons against Israeli civilian targets deliberately within and close to Palestinian civilians. This is by design. Hamas benefits the most from the deaths of Palestinian civilians. Free Palestine from Hamas. The Palestinian people deserve better than to live under a terrorist regime.
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https://x.com/martypartymusic/status/1795442217378824361?s=5
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❗️🇺🇸#stocks #chip #us #macro SOX/SP500 ratio has surpassed the level of the Dotcom bubble. *SOX - equity index composed of companies primarily involved in the production and sale of semiconductor products.
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Over 5 billion dollars worth of Bitcoin just got transferred out of Mt Gox as it prepares to liquidate
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🌎 Global News Flow 🔘 The time is ripe to cut interest rates next week, European Central Bank’s Rehn says 🔘 Amazon (AMZN.US) in talks with Italy to invest billions of euros in cloud plan, sources say 🇨🇳🇭🇰 China/HK News Flow 🔘 HSI Rises 218 pts at Close; AI & Chip Stocks Sought After, as LENOVO Spikes 8%+ 🔘 Shanghai lowers home downpayments, eases buying curbs 🔘 Jefferies: Container Freight Rates Continue to Rebound Strongly; Pure Container Shipping Firms Preferred 🔘 BANK OF CHINA (3988.HK) Invests RMB21.5B to Participate in CN Integrated Circuit Industry Investment Fund Phase 3 🔘 PSBC (1658.HK) Mulls Investing RMB8B into CN Integrated Circuit Fund Phase 3 🇲🇾 Malaysia News Flow 🔘 Tengku Zafrul: Malaysia-China to mark golden jubilee, boost trade, diplomatic relations via MoUs 🔘 Manulife (MNL.MY) 1Q net profit doubles as investment income rises 🔘 AAX (AAX.MY) 1Q net profit down 76% on higher operating expenses but still eyes new destinations 🔘 Dutch Lady's (DLM.MY) 1Q net profit more than triples amid lower dairy raw materials costs, pays 25 sen dividend Source: Bloomberg, CNBC, Yahoo Finance, AAstocks, The Edge Malaysia, The Star
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China Banks Wary of Developer Lending Due to Risk Concerns: CSJ (Bloomberg) -- China’s banks have approved over 900 billion yuan of loans for property developers under a “white list” program promoted by regulators, but the actual amount that has been extended is smaller than that, China Securities Journal said in a report Tuesday, citing bank employees and experts. • Banks need to keep their non-performing loan ratio under control and are wary of extending more property loans when the market is still slumping, the report cites several bank officials as saying • The gap between actual loans that have been granted and the approved amount shows there’s room for the “white list” program to improve, according to Ren Tao, a researcher at National Institution for Finance and Development • Various parties involved in the program remain divided over the criteria for identifying “white list” projects • Some banks also need to get approvals from their headquarters to extend the loans, which could slow down the process, according to Yan Yuejin, research director at E-house China Research and Development Institute • The loans that have been approved for the program are still relatively small compared to the total amount of financing needed by developers, the report cites developers as saying
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🇩🇪#NVDA #germany #stocks Nvidia's market cap now exceeds that of the entire German stock market.
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• Investors interested in the semiconductor industry can consider looking beyond Nvidia. • Nvidia’s stunning performance in the last few months has prompted competitors to accelerate their own AI chip offerings. • eg: Advanced Micro Devices (AMD) and Intel are developing chips that promise superior performance and energy efficiency compared to Nvidia’s. • As a result, some analysts believe Nvidia’s dominant position in AI chip market could erode over time by competitors. • Diversification is a prudent way to access the sector. • Top 5 Semiconductor ETFs: SMH, SOXX, SOXQ, SHOC, FTXL
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Egyptian President Abdel Fattah el-Sisi agreed to restore the flow of aid to Palestinians in the Gaza Strip during a telephone call with U.S. President Joe Biden on Friday. Egypt halted U.N. aid deliveries into the southern city of Rafah after the Israeli military took control of the Gazan side of the Egypt-Gaza border. In Friday’s call, el-Sisi agreed to let the aid flow through Israel’s Kerem Shalom crossing near the Egyptian border. “President Biden welcomed the commitment from President el-Sisi to permit the flow of U.N.-provided humanitarian assistance from Egypt through the Kerem Shalom crossing on a provisional basis for onward distribution throughout Gaza,” the White House stated in its readout of the call. “This will help save lives.”
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"We don't need rate cuts for risk assets to rally" By David Zervos, Jefferies Strategist But remember, this year really has never been about how many cuts they "WILL" deliver; it has only been about how many they "CAN" deliver in a time of extreme stress. This excerpt from my late January commentary entitled "It's not WILL, it's CAN" sums up the point perfectly: The real story for 2024 is what the Fed CAN do. Jay CAN once again provide a market and economic backstop. And that’s precisely why I made a move back toward risk parity to start the year. I have no idea how many times they cut, when they start, when they taper QT, or when they may bring in a balance sheet funding facility. And I don’t listen to anyone out there who presumes to be so bold as to predict a specific rate/balance sheet path that the Fed WILL follow this year. All I know is that Jay once again has my back in times of stress, given his victory in the battle against the great supply side inflation shock of 2021–22. Bottom line: in a period of distress, the Fed has our backs once again. The put has returned to our collective portfolios after an extended vacation in 2022 and 2023. And to be sure, risk assets are responding accordingly. Even as we priced out 5 of the ridiculous 7 rate cuts built into this year over the last few months, spoos just yawned. I may sound like a broken record here, but I'll say it again, we don't need rate cuts for risk assets to rally. We just need to know that the put structure is back in place and the Fed has anchored long run inflation expectations. And with both of those firmly in place today, risk assets have plenty more to run, no matter how quickly some (if any) victory cuts enter into play during 2024. All of the above should leave folks feeling "well-positioned" to make a relaxing move toward the beach this weekend, in order to kick off what looks to be a summer period with minimal monetary policy drama. I, for one, am excited to place Fed policy discussions on the back burner for a while. That should free up more time to start considering the market impact of much less contentious issues like Presidential politics.
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⚡️ $ETH ETFs APPROVED
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https://x.com/PhoenixTrades_/status/1793749343586967859
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Nvidia rose after it gave another bullish sales forecast, reinforcing its status as the biggest beneficiary of AI spending. First-quarter revenue also beat. The chipmaker announced a 10-for-1 forward stock split and boosted its quarterly dividend by 150% to 10 cents a share. Stocks fell after the latest Fed minutes signaled officials remained in no rush to cut rates, with “many” even questioning if a higher-for-longer policy is restrictive enough. Some mentioned a willingness to tighten further if needed. Goldman’s David Solomon said he expects zero cuts in 2024, with a “real and palpable” risk of a slowdown. Yields rose on most Treasuries. The dollar gained, weakening the appeal of commodities: Oil, gold and copper retreated. Asian equity futures are mixed.
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https://t.co/FoQxVqgsBu
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BREAKING: Bitcoin and Ethereum ETPs approved for listing on the London Stock Exchange.
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🌕#gold #hedge #inflation #history Goldman: gold does not provide long-term protection against inflation. historically, gold outperforms inflation only about 50% of the time over a 19-year window. #stocks US equities are a better long-term inflation hedge than gold.
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✴️#ETH #crypto #etf Standard Chartered expects Ether ETF approval this week, reiterates year-end target of $8,000. QCP Capital: Ether could rise to $5000 if a spot ETH-ETF is approved. SEC is close to allowing Ether ETFs — Barron's
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⚠️🇨🇳#population #china #macro WSJ: in China, there is a demographic catastrophe – the fertility rate has fallen to 1.03 children per woman. This is lower than Japan's fertility rate of 1.2 children per woman.
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Iranian citizens celebrating, letting off fireworks and flooding the Internet with memes The brave and wonderful people of Iran deserve better than their self-serving "leaders". #freeiran https://x.com/kshahrooz/status/1792295199776846005
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BREAKING: Lai Ching-te inaugurated as Taiwan's president in a transition likely to bolster island's US ties https://apnews.com/article/taiwan-president-lai-chingte-af4ff1f254e11c24f751cea000fb42d9
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Iranian state television reports there was “no sign of life” at the crash site of a helicopter that was transporting President Ebrahim Raisi and went down in the northwest of the country. Latest updates: https://bloom.bg/3QTZsvP
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https://x.com/stats_feed/status/1712437145716019707
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Photo unavailableShow in Telegram
East Asians get less meaning from family and children than Westerners
Hammasini ko'rsatish...
Photo unavailableShow in Telegram
🇺🇸#stocks #us #macro US small caps now trade at a discount to US large caps for the first time since the 2008 financial crisis. Goldman: stock-picking in the US small-cap sector can be very valuable.
Hammasini ko'rsatish...
PIMCO: "A rematch between what will be an 82 year old sitting president and a 78 former president who has now been convicted for paying off an adult actress is certainly in the realm of 'you cannot make this up.' .. One conclusion is clear, however: Yesterday’s verdict may simply lead to more disillusionment and disengagement among a swath of voters, who already feel discouraged by the choice in front of them in November." [Cantrill]
Hammasini ko'rsatish...
Photo unavailableShow in Telegram
Hammasini ko'rsatish...
Delhi temperature hits 52.9C, shattering India’s national record

Authorities warn of water shortages with temperatures 9C higher than expected and 1.9C above previous countrywide highpoint

Today, we are pleased to let you know that initial Earn distributions — approximately 97% of the digital assets owed to you by Genesis as of the suspension date (November 16, 2022) — are now available in your Gemini account. This follows our previous announcement that we reached a settlement with Genesis and other creditors in the Genesis Bankruptcy, which will result in all Earn users receiving 100% of their digital assets back in kind. This means that if you lent one bitcoin in the Earn program, you will receive one bitcoin back. And it means that you will receive any and all increase in the value of your assets since you lent them into the Earn program. With the initial distributions, Earn users are receiving $2.18 billion of their digital assets in kind. These initial distributions represent: - 97% of digital assets owed to you - $1 billion more than when Genesis halted withdrawals - A 232% recovery from when Genesis halted withdrawals In order to access the initial Earn distribution in your account, please follow these steps: - Log into your Gemini account - Navigate to your account settings - Visit the "Earn Distributions" section - Read through the materials - Click or press the "Access" button to initiate the distribution process After you take these steps, we will update your available balance to reflect your initial Earn distribution in your Gemini account. Please allow up to several hours for your initial distribution to appear in your account. If you take no action, we will automatically update your available balance to reflect your initial distribution in your account by May 31, 2024. We are thrilled that we have been able to achieve this recovery for you. We recognize the hardship caused by this lengthy process and appreciate your continued support and patience throughout.
Hammasini ko'rsatish...
Photo unavailableShow in Telegram
2 Potential Growth Trend Factors in Robotics ✅Aging Population and Labor Shortages: As populations age and labor shortages become more prevalent, robots can fill critical gaps in industries like healthcare and manufacturing. ✅Rising Labor Costs: In some regions, rising labor costs make robotic automation a more cost-effective solution for businesses. 2 Potential Risk Trend Factors in Robotics ❌High Initial Investment Costs: The upfront cost of acquiring and implementing robotic systems can be a barrier for some businesses, especially smaller enterprises. ❌Job Displacement Concerns: The widespread adoption of robots raises concerns about job displacement and the need for workforce retraining and reskilling.
Hammasini ko'rsatish...
🌎 Global News Flow 🔘 10-year Treasury yield rises above 4.5% following weak auction 🔘 Energy Transfer (ET.US) expands Permian presence with $3.25 bln WTG Midstream buy 🔘 Activist Elliott takes $2.5 billion stake in Texas Instruments (TXN.US), urges company to improve free cash flow 🔘 T-Mobile (TMUS.US) to buy US Cellular's (USM.US) wireless operations in $4.4 billion deal 🇨🇳🇭🇰 China/HK News Flow 🔘 HSI Fades 6 pts as ALI HEALTH Rallies 10%; Shippers Rise 🔘 Guangzhou Further Refines Housing Policy 🔘 HK Int'l Airport's Pax./ Flight Movements Hike 30%+ YoY in Apr 🔘 SENSETIME-W (0020.HK): CN Chipmakers Catching Up Fast with Int'l Makers in AI Field 🇲🇾 Malaysia News Flow 🔘 Supermax (SUM.MY) narrows net loss in 3Q on improved profit margins despite weak demand 🔘 UEM Sunrise’s (UEM.MY) 1Q earnings down 48% on higher expenses, lower sales 🔘 Magnum (MGN.MY) says 1Q net profit up 65%, declares 1.5 sen dividend Source: Bloomberg, CNBC, Yahoo Finance, AAstocks, The Edge Malaysia, The Star
Hammasini ko'rsatish...
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Hamas continues to hide their leaders and ammunition and operate their weapons against Israeli civilian targets deliberately within and close to Palestinian civilians. This is by design. Hamas benefits the most from the deaths of Palestinian civilians. Free Palestine from Hamas. The Palestinian people deserve better than to live under a terrorist regime.
Hammasini ko'rsatish...
Hammasini ko'rsatish...
MartyParty (@martypartymusic) on X

Ex #MtGox CEO confirms trustee moving the 142000 $BTC to distribution wallets - October 2024 is the deadline. No worries 😉 this is good news. We need this event over.