#SpaceX won’t get added to the S&P 500 on a proposed fast track which would have also added #OpenAI. #finance #news
on 02026-06-07#Titanium #pricing is 48.50 renminbi per kilogram, which is almost US$7. #materials #finance
on 02026-06-01spot #oil #pricing is over US$130 a barrel even as the futures market dips below US$100 this week, the biggest divergence in 20 years. #finance “Prices have soared around the world. And some countries in Asia — which depends heavily on fuel from the Persian Gulf — have even faced shortages. Gas stations in Vietnam and Thailand turned away customers, saying they had no fuel; Sri Lanka declared every Wednesday a public holiday; and many other countries have mandated or encouraged remote work.” #Iran
on 02026-04-10interesting comment about commodity markets #finance, saying that the spot #oil price is wildly unmoored from futures prices. Misuses “front-running”, though, and incorrectly thinks the SEC regulates #USA commodities markets, so perhaps a beginner.
on 02026-04-08#Polymarket #prediction-markets bet heavily on the #Iran ceasefire, suggesting “insider trading”: “An analysis of publicly available blockchain data from Polymarket, using the crypto analytics platform Dune, shows that at least 50 accounts, or wallets, placed substantial yes on bets Tuesday before Trump announced the ceasefire in a Truth Social post at about 6.30pm ET. These were the first bets made by these particular wallets.” #finance
on 02026-04-08As of January 9: “The total value of #gold held by foreign official institutions is now approaching $4 trillion, exceeding roughly $3.9 trillion in U.S. Treasury holdings for the first time since 1996.” but mostly because gold is now US$4500 per “ounce”. No mention of cryptocurrencies. #finance #news
on 02026-04-03From September: “Rooftop #solar is a fixed-income alternative yielding ~10% ... A solar installation with a six-year payback period generates returns comparable to high-yield corporate bonds. Better yet, these returns come with unique tax advantages and inflation protection. For investors seeking fixed-income, solar deserves serious consideration as part of a diversified portfolio.” #energy #photovoltaic #finance
on 02026-01-13NVIDIA employee #4 David Rosenthal (#DSHR) thinks five-year straight-line depreciation is dramatically overstating #AI profits, because #NVIDIA chips are “more than half the #capex for a new data center”; also, 80–90% of #neural-networks energy usage is now inference rather than training. “If the lenders are using a five-year life when valuing the hardware as collateral they will run into trouble too. It is rumored that Macquairie was lending against GPUs using a seven-year life.” Quotes Ed Zitron: “#OpenAI currently spends $2.35 to make $1.” #finance #accounting
on 02026-01-05archive of https://www.ft.com/content/fe474cff-564c-41d2-aaf7-313636a83e5b Kristalina Georgieva at the #IMF warns that we're probably in an #AI bubble. #news #finance
on 02025-10-08#news #video #finance #USA GDP dropped at annualized 0.3% in 1Q25.
on 02025-04-30holy shit, #Bitcoin’s market cap at US$1.831T is #8, ahead of Meta and Saudi Aramco, and just behind silver, Alphabet, Amazon. If it doubled it would also exceed NVIDIA, Microsoft, and Apple, making it second only to gold, supposedly at US$22.437T. #finance
on 02025-04-23#news #video of #Milei’s speech yesterday announcing the end of #currency exchange rate controls (for individuals) #toread #politics #finance
on 02025-04-12S&P 500 #futures quotes. No quotes today! It’s Saturday. #finance
on 02025-04-12#Bloomberg #news from October on #Milei getting #finance: “#Argentina’s largest companies are rushing to issue dollar debt as yields tumble, a tentative sign that President Javier Milei’s shock therapy is starting to restore investor confidence in the economy.
Banco de Galicia y Buenos Aires SAU, the country’s biggest private lender, sold $325 million of bonds due 2028 abroad at a 7.875% yield this month, while YPF Luz, the power unit of state-owned driller YPF SA, issued $420 million of eight-year notes yielding 8.2%. State-owned Banco de la Nacion said it’s planning a return to international capital markets for the first time in some 30 years.”
on 02024-12-12#Bloomberg #news on #Milei getting #finance: “Shale oil driller Vista #Energy issued $600 million in New York on Wednesday in its first ever foreign bond sale. Pampa Energia SA, which is also ramping up output in #Argentina’s heralded Vaca Muerta shale patch, has arranged investor meetings as it eyes returning to capital markets for the second time this year. MSU Energy borrowed $177 million to refinance its debt. (...) Argentina’s sovereign debt spread is at 757 basis points, hovering around levels not seen in five years, according to a JPMorgan index. (...) Vista sold its 11-year bond with a 7.6% yield, compared with rates in the 8%-9% range when a wave of issuers came to the market between July and October.”
on 02024-12-12#Milei seems to be getting #finance buyin for #energy companies in #Argentina for #shale-oil and shale gas in Vaca Muerta.
on 02024-12-12#statistics on the inflation-adjusted interest rate on #USA treasury bonds at different maturities and different dates. #economics #data #finance
on 02024-11-03#statistics on the one-year inflation-adjusted interest rate #USA #finance #economics #data
on 02024-11-03FGHJKM NQUVXZ #finance #futures
on 02024-11-03there are REIT ETFs in #USA #finance
on 02024-06-23apparently #EU people can buy #USA ETFs via options on IB despite the PRIIPs regulations #finance
on 02024-06-23a Quandl dataset, for PAYEMS. #finance #datasets
on 02017-08-06#Bitcoin Cash is currently at US$205 with a US$3.4B “market capitalization”. #finance
on 02017-08-06Federal Reserve Federal Open Market Committee (FOMC) meeting calendar. #finance
on 02017-03-22Navinder Sarao and the Flash Crash. #finance #history
on 02017-02-10How short-selling of stocks works at Interactive Brokers. #finance
on 02016-12-07Intel tries to get ahead of the #deep-learning #hardware curve by acquiring Nervana and Movidius. #finance #business
on 02016-10-17holy shit, SoftBank bought #ARM. I didn’t realize the ARM got funded as a Newton CPU. #business #finance
on 02016-10-07#Excel #finance #video of Martin Shkreli analyzing eBay
on 02016-10-02discussion of quantitative #finance and Jane Street
on 02016-02-22“Commercializing Biomedical Research Through Securitization Techniques”, #pdf #paper on #finance engineering of a sort of for-profit university or research lab that securitizes the returns from the drugs it’s developing by selling different tranches of bonds with different levels of risk.
on 02016-01-08Overview of #finance asset allocation strategies from 1994 (Perold and Sharpe. Yes, that Sharpe.) #trading
on 02015-08-05