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Javier Blas
Well, I admit that if you have asked me three months ago, certainly I didn't have the following on my 2026 bingo card:
"... US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez..." https://t.co/rrkqNfGoQO
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Well, I admit that if you have asked me three months ago, certainly I didn't have the following on my 2026 bingo card:
"... US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez..." https://t.co/rrkqNfGoQO
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Michael Fritzell (Asian Century Stocks)
RT @EffMktHype: *JAPAN 40-YEAR GOVT BOND YIELD FALLS 10BPS TO 3.625%
the decreasingly quiet unwind of bearish yen complex continues
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RT @EffMktHype: *JAPAN 40-YEAR GOVT BOND YIELD FALLS 10BPS TO 3.625%
the decreasingly quiet unwind of bearish yen complex continues
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God of Prompt
RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.
Not the ones you see on X and LinkedIn.
These are the prompts that actually ship products, publish papers, and break benchmarks.
Here's what they told me ↓ https://t.co/CwG47vkWPV
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RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.
Not the ones you see on X and LinkedIn.
These are the prompts that actually ship products, publish papers, and break benchmarks.
Here's what they told me ↓ https://t.co/CwG47vkWPV
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @blondesnmoney: How life feels after purchasing Korean Semiconductor ADRs, Japanese Regional Banks, and Brazilian Phosphate miners via Interactive Brokers https://t.co/MdHptQEtlH
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RT @blondesnmoney: How life feels after purchasing Korean Semiconductor ADRs, Japanese Regional Banks, and Brazilian Phosphate miners via Interactive Brokers https://t.co/MdHptQEtlH
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Bourbon Capital
"For the next 3 years, we expect robust momentum in revenue growing at a 20% CAGR from 2025 to 2028, with adjusted EBITDA tripling from 2025 to reach $1.5 billion in 2028" Peter Oey $GRAB CFO
Grab’s operating income has been improving for 14 consecutive quarters
I don’t own enough Grab.
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"For the next 3 years, we expect robust momentum in revenue growing at a 20% CAGR from 2025 to 2028, with adjusted EBITDA tripling from 2025 to reach $1.5 billion in 2028" Peter Oey $GRAB CFO
Grab’s operating income has been improving for 14 consecutive quarters
I don’t own enough Grab.
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @hamptonism: It finally happened, The Bloomberg Terminal just dropped its own LLM:
Bloomberg just launched AskB<GO>, it’s very own in-house Ai agent.
This chatbot assists users navigate massive, high-quality, and proprietary dataset that is extremely expensive and practically out of reach: https://t.co/KpsF2N69MS
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RT @hamptonism: It finally happened, The Bloomberg Terminal just dropped its own LLM:
Bloomberg just launched AskB<GO>, it’s very own in-house Ai agent.
This chatbot assists users navigate massive, high-quality, and proprietary dataset that is extremely expensive and practically out of reach: https://t.co/KpsF2N69MS
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: 🇸🇬 Monetary Authority of Singapore (MAS) expands Equity Market Development Programme (EQDP) from S$5bn to S$6.5bn following Budget 2026 top-up to the Financial Sector Development Fund
• EQDP launched in Feb 2025 to strengthen local fund management capabilities and increase investor participation in Singapore equities
• S$3.95bn already allocated across nine appointed asset managers; strong ongoing interest and pipeline of applications
• Expansion aimed at funding additional high-quality managers with meaningful Singapore equity exposure
• Programme intended to catalyse third-party capital inflows and deepen liquidity in Singapore-listed equities
• Policy objective remains anchoring long-term capital pools for fundamentally strong listed companies and improving overall market vibrancy
• Next batch of EQDP asset manager appointments expected around mid-2026
https://t.co/QyEWyHhlEr
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RT @smartkarma: 🇸🇬 Monetary Authority of Singapore (MAS) expands Equity Market Development Programme (EQDP) from S$5bn to S$6.5bn following Budget 2026 top-up to the Financial Sector Development Fund
• EQDP launched in Feb 2025 to strengthen local fund management capabilities and increase investor participation in Singapore equities
• S$3.95bn already allocated across nine appointed asset managers; strong ongoing interest and pipeline of applications
• Expansion aimed at funding additional high-quality managers with meaningful Singapore equity exposure
• Programme intended to catalyse third-party capital inflows and deepen liquidity in Singapore-listed equities
• Policy objective remains anchoring long-term capital pools for fundamentally strong listed companies and improving overall market vibrancy
• Next batch of EQDP asset manager appointments expected around mid-2026
https://t.co/QyEWyHhlEr
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Offshore
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Quiver Quantitative
JUST IN: Senator Josh Hawley vs. Minnesota AG Keith Ellison https://t.co/bKDLOW2AaY
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JUST IN: Senator Josh Hawley vs. Minnesota AG Keith Ellison https://t.co/bKDLOW2AaY
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @8valueactivist: ✳️ Welcome to our eighth issue on activist happenings around the world. But we will talk more about Japan, because it’s really happening!
✳️ Japan’s first female Prime Minister just won the most seats ever since WWII. Activists are cheering on, as change and momentum fuels their campaigns against traditional corporates.
Activist Happenings #8 https://t.co/S60tw2Var9
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RT @8valueactivist: ✳️ Welcome to our eighth issue on activist happenings around the world. But we will talk more about Japan, because it’s really happening!
✳️ Japan’s first female Prime Minister just won the most seats ever since WWII. Activists are cheering on, as change and momentum fuels their campaigns against traditional corporates.
Activist Happenings #8 https://t.co/S60tw2Var9
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