Sapiophile & cheerful nihlist with a scorching case of ellipsism... who is also an intra-day FX trader, confident that FA will always trump TA in the long run.
Newcastle, New South Wales
Joined September 2016
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Billy Ray Valentine retweeted
She really is a lying raving lunatic. Imagine how low this country would sink to if she was ever the PM.
Billy Ray Valentine retweeted
A well-argued rejoinder to the bilious tide of saint-claiming going on right now. From a business owner/originator who clearly knows what he’s talking about. Bravo
Billy Ray Valentine retweeted
🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.
Taught by the people who built it.
Free. No registration. No paywall.
I've seen $300 courses that don't cover what they teach in the first 8 minutes.
Watch it and bookmark it now.
Billy Ray Valentine retweeted
Ange talks about the challenges he faced trying to get a job in Europe, being rejected by Championship clubs & how he got the Celtic job
First Australian to manage in a top-flight European league. 4 years later a European champion. It is fairytale stuff.
Billy Ray Valentine retweeted
This is what a 15 foot hurricane storm surge looks like. It's terrifying. 🤯
Billy Ray Valentine retweeted
National accounts slide deck available here linkedin.com/feed/update/urn…
Australian GDP comes in at 0.2%QoQ and 1.0%yoy
The #RBA had expected 0.9%yoy, no implications for policy. Chart deck to come
Billy Ray Valentine retweeted
BOJ GOV UEDA: JAPAN'S SHORT-TERM INTEREST RATE IS STILL VERY LOW SO IF THE ECONOMY IS IN GOOD SHAPE, BOJ WILL MOVE RATES UP TO LEVELS DEEMED NEUTRAL TO ECONOMY
Billy Ray Valentine retweeted
Sally McManus rebukes Peter Dutton’s claim that allegations against CFMEU will turn out as the biggest defrauding of taxpayers in history
McManus “I think he just needs to look at Jobkeeper…I could start listing the rest of it…ppl in glasshouses do not defend big business”🔥
Billy Ray Valentine retweeted
The NZ economy looks cooked. The rate of decline in job ads has picked up sharply in recent months.
Given lags in mon. policy, the RBNZ should be cutting v soon. They would be silly not to at least acknowledge this tomorrow.
Billy Ray Valentine retweeted
This is the diminishing Liberal Party base in action.
Oblivious to privilege.
Billy Ray Valentine retweeted
In 2012 Rupert Murdoch handed Tony Abbott a list of 75 'radical' policy ideas that the Liberals spent the next 10 years trying to implement. Inc a plan to privatise every Australian service & strip all rights & conditions from the working class #auspol
Billy Ray Valentine retweeted
Jim Chalmers on Mad as Hell realising there's no point creating an Angus Taylor character when you can just play videos of him speaking.
#auspol #WellDoneAngus
Billy Ray Valentine retweeted
This is Matthew Walker.
He’s the best sleep scientist of the 21st century.
His message? The shorter your sleep, the shorter your life.
Here's his evidence-backed protocol for getting high-quality sleep every single night:
Billy Ray Valentine retweeted
Updated sequencing of implied central bank start date for cuts/hikes - this date is determined when there is 13bp+ (i.e. >50% implied probability) cumulative priced into OIS
Next weeks CHF CPI could greatly increase the prospect for the SNB to lead G10 CBs in cutting.
The central case at this point is we could be in for a lively June/Aug period for synchronized rate cuts.
🛖 The current sequencing of implied central bank action - as priced by swaps. The first cut/hike is registered if the implied is above 50% (or 12.5bp cumulative for that meeting).
The move in NZ rates has been pretty amazing - on the 2 Jan OIS was pricing 121bp of cuts by Nov 2024 - now we're talking near term hikes and just one under cut by Nov.
Billy Ray Valentine retweeted
The racist fear-mongering of Murdoch's NewsCorp (and the Liberal Party under Dutton and Ley) summed-up perfectly in this cartoon. #auspol #journalism #racism #DunkleyVotes
