JohnnyHO

    • JohnnyHOJohnnyHO
      ·11-19
      Is this service the basic accounting and audit  ?

      Palantir Technologies, PwC UK Expand Partnership

      Palantir Technologies and PwC UK said Wednesday they have expanded their relationship with a multi-year investment by PwC valued in millions of UK pounds.Under the expansion, Palantir will provide AI and data solutions for PwC's clients, including the UK's National Health Service, the companies said.
      Palantir Technologies, PwC UK Expand Partnership
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    • JohnnyHOJohnnyHO
      ·09-30
      $Wolfspeed Inc.(WOLF)$  I believe there is a reverse split and that looking at the costline of the new position, I have every reason to believe that one of the action plan by the restructuring is to take sfsreholders' capital to pay down the debt; hence the loss reflecting against current price.
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    • JohnnyHOJohnnyHO
      ·07-20
      Precisely why the current administration passes the Genius Act. from the last treasury issuance fiasco, they already know even sovereigns are shunning US treasuries. The mandatory requirement of needing USD or USD money market instruments as the backing for US stablecoin will inadvertently lead many institutions to again acquire US treasuries, delaying the collapse of US credit markets. In fact, it widens the US treasuries holders' pool from sovereigns and FED to reach retail investors in a way, tying up virtually anyone who owns a US stablecoin.

      He Broke The Bank Of England - Now He's Coming For America. How To Bet With This Trading Legend Using ETFs.

      Stanley Druckenmiller's big short against U.S. Treasurys is no ordinary trade. "Personnel is policy," goes the old Washington maxim. Legendary investor Stanley Druckenmiller, who made a billion dollars for the Quantum Fund by breaking the Bank of England in 1992, has discovered how to make policy serve his portfolio.Druckenmiller reportedly has been shorting long-term U.S. Treasury bonds for at least the better part of a year. His bet against U.S. debt received plenty of attention in the fall of 2024, when reports had Druckenmiller earmarking 15% to 20% of his portfolio to short bets on U.S. government debt. Last November, he told an interviewer that "my current bear position [in Treasurys] is about 25% of net asset value " - meaning that 25% of his portfolio's net asset value was allocated in this way.From October 2024: Stanley Druckenmiller says he's shorting U.S. bonds and staying out of China. Now imagine Druckenmiller turning to his young apprentice Bessent and saying, "T
      He Broke The Bank Of England - Now He's Coming For America. How To Bet With This Trading Legend Using ETFs.
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    • JohnnyHOJohnnyHO
      ·05-19
      This downgrade comes at a critical juncture as the 30 year long bond is due next year. This downgrade, coupled with damaged credibility due to the tariffs, may result in sovereigns reducing their holdings of US treasuries. Although one might argue not any individual country holds a significant portion of the 36trln debt, the combined amount plus the current administration desire to add additional 3.3trln spending, could mean a 25% (= US$10trln) gap to fill. So while Trump again talking about going back to reciprocal tariffs if no deal is reached, his aides are certainly not doing their job in properly assessing the final outcome.

      Scott Bessent Says Tariff Rates Will Return to "Reciprocal" Levels If Countries Don’T Reach Trade Deals with US

      Tariff rates will soon return to a “reciprocal” level if countries don’t reach trade agreements during the 90-day pause, Treasury Secretary Scott Bessent said Sunday.“President Trump has put them on notice that if you do not negotiate in good faith, you will ratchet back up to your April 2 level,” Bessent said on CNN’s “State of the Union with Jake Tapper.”There are 18 “important” trading partners that the United States is most focused on solidifying deals with, Bessent said. He did not say how quickly tariff rates could revert to “reciprocal” rates.“There are a lot of smaller trading relationships that we can just come up with a number. My other sense is that we will do a lot of regional deals — ‘this is the rate for Central America, this is the rate for this part of Africa,’” Bessent added.President Donald Trump announced a slate of “reciprocal” tariffs on April 2, which he called “Liberation Day.” He later paused those levies for 90 days, which lowered rates to a baseline rate of 10
      Scott Bessent Says Tariff Rates Will Return to "Reciprocal" Levels If Countries Don’T Reach Trade Deals with US
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    • JohnnyHOJohnnyHO
      ·04-19
      It was Trump who installed Jerome Powell as Fed chairman during his last term, Biden merely renominated Powell for continuation sake in the financial market. Sacking a Fed chairman is unheard of, believe it is unconstitutional but recently there are rumours saying POTUS might just have the power to do so? If that happens, financial market will instantly face a initial sell off due to the chaos created but treasury yield will come off with the appointment of a "yes man" to Trump. Long term though, FED would lose all credibility if this really happens.
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