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@obsolete_utopia "renewable projects dedicated to exporting green hydrogen from Saudi Arabia to Europe. Also different players in the power infrastructure industry including CESI Prysmian GE Vernova Siemens Energy Hitachi signed cooperation deals to collaborate in the assessment of + 4/n"
@obsolete_utopia on X 2025-07-21 18:22:48 UTC 6040 followers, XXX engagements

"As anyone with a shred of critical thinking can see the so-called green energy revolution may well be one of the greatest Ponzi schemes ever unleashed upon humanity. Far from delivering prosperity the rise in renewable energy correlates ominously with economic stagnation. +"
@obsolete_utopia on X 2025-07-17 10:58:14 UTC 6040 followers, XXX engagements

"record (data goes back to 1978). Long term securities are defined as U.S. Treasuries U.S. agencies U.S. corporate bonds and stocks and foreign bonds and stocks. Recall the hype surrounding the concerns that foreign investors would begin fleeing US assets as a result of +"
@obsolete_utopia on X 2025-07-23 17:30:20 UTC 6034 followers, XX engagements

"The implications of US portfolio diversification for Asia The US net international investment position (NIIP) deficit has quadrupled since mid-2009 with its 'twin deficits' returning to Global Financial Crisis levels. At the same time Asia's US portfolio holdings have +"
@obsolete_utopia on X 2025-07-20 16:35:09 UTC 6040 followers, XXX engagements

"One of the biggest beneficiaries of the threatened US tariffs could be India's electronics and cable/hardware sector; especially companies that are increasingly ramping up production capacities in India (@SamsungIndia @Apple suppliers but also specialised Indian electronics and"
@obsolete_utopia on X 2025-07-18 19:37:08 UTC 6034 followers, XXX engagements

"stock on earnings growth value and quality. These names have also outperformed the median US stock significantly in aggregate year to date. The list skews heavily toward industrials -- especially European names benefiting from the defense trade -- +"
@obsolete_utopia on X 2025-07-18 08:20:24 UTC 6040 followers, XX engagements

"agreement was signed. Different European players in the hydrogen supply chains participate including Edison TotalEnergies Renewables Zhero Europe EnBW The same agreement stipulates collaborations in assessing the market demand and feasibility of developing large-scale + 3/n"
@obsolete_utopia on X 2025-07-21 18:22:22 UTC 6038 followers, XX engagements

"the geopolitical risks associated with several of President Trumps policies Not so fast it seems. The rest of the world is simply not dumping US assets"
@obsolete_utopia on X 2025-07-23 17:30:35 UTC 6034 followers, XX engagements

"Saudi Arabia and the EU are closer to trade green hydrogen Saudi giant ACWA Power and several European governments agreed to develop a Green Hydrogen and Renewable Energy Export value chain. The Saudi company also agreed to develop power transmission corridors to the EU. + 1/n"
@obsolete_utopia on X 2025-07-21 18:13:37 UTC 6039 followers, XXX engagements

"is released monthly tracking capital flows into and out of the US. The most recent release covers portfolio flows through May of this year. And what do we see Net foreign purchases of long-term US securities for the month of May hit $318.5bln the largest monthly number on +"
@obsolete_utopia on X 2025-07-23 17:28:36 UTC 6034 followers, XX engagements

"Latin America is no longer a passive geopolitical peripheryit has evolved into an increasingly vital node within Chinas global architecture of influence and information dominance. Much of the policy focus in Washington has been fixated on Chinese activity in and around the +"
@obsolete_utopia on X 2025-07-17 10:20:24 UTC 6038 followers, XXX engagements

"Retail Trading Is Back at Pre-Meme Stock Mania Levels Retail investor activity has climbed to XX% of overall market shares traded as of July 2025 according to Citadel Securitiesmatching levels not seen since the 20202021 retail boom. +"
@obsolete_utopia on X 2025-07-21 06:58:22 UTC 6041 followers, XXX engagements

"RiskOn-RiskOff After the (not so surprising) recovery from oversold levels equities are back being expensive. Usually they need some sort of nudge for a correction to take place as otherwise the low vol and retail keep on buying with lack of sellers. In any case +"
@obsolete_utopia on X 2025-07-22 07:30:11 UTC 6040 followers, XXX engagements

"that still trade at a discount to the US median on forward price-to-sales ratios. Of the XXX XX are industrials including XX from Europe such as Airbus Schneider Electric and ABB. Chinese H-share discretionary stocks also feature prominently (10 total) +"
@obsolete_utopia on X 2025-07-18 08:20:43 UTC 6040 followers, XX engagements

"The North has witnessed a remarkable surge in its investor base growing from under X crore to over X crore investors. This region now accounts for nearly XX% of the total investor population and has surpassed the West in sheer numbers. Across the country the investor base +"
@obsolete_utopia on X 2025-07-22 06:45:36 UTC 6040 followers, XXX engagements

"cable manufacturers). Dixon Technologies India Limited Kaynes Technology India Limited Avalon Technologies Limited and R R Kabel are already reporting an increase in incoming orders. India as a whole remains a top contender in the race for supply chain relocation and growth +"
@obsolete_utopia on X 2025-07-18 19:37:53 UTC 6034 followers, XXX engagements

"The US Department of the Treasury collects and publishes data that measures portfolio investment flows and positions between US residents and foreign residents excluding direct investment. This Treasury International Capital data better know as the TIC data + 1/n"
@obsolete_utopia on X 2025-07-23 17:26:31 UTC 6034 followers, XXX engagements

"Regional central banks will respond slowly to this shift initially hedging exposures by boosting gold reserves. The diversification from US portfolio assets is a long-term trend still in its nascency. +"
@obsolete_utopia on X 2025-07-20 16:36:32 UTC 6041 followers, XXX engagements

"In Riyadh representatives from various European governments including France Germany Greece and Saudi Minister of Energy Prince Abdulaziz bin Salman bin Abdulaziz Al Saud attended the ceremony in which a Green Hydrogen and Renewable Energy Export value chain + 2/n"
@obsolete_utopia on X 2025-07-21 18:21:52 UTC 6039 followers, XXX engagements

"PanamaCanal . However Beijings reach in the region extends far beyond this iconic chokepoint. Chinese state-owned enterprises such as China Merchants Port and COSCO Shipping now hold stakes in over XX commercial ports across Latin America and the Caribbean +"
@obsolete_utopia on X 2025-07-17 10:22:39 UTC 6038 followers, XX engagements