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07-30-26 victor
BMW, el último gigante en sucumbir a la crisis de la automoción alemana bajo la presión de China y EE.UU.
La marca ha anunciado una salida de 8.000 trabajadores, la mayoría en el país germano, y se suma a los recortes de empleo en Volkswagen, Mercedes, Audi y Porsche
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07-30-26 spal
Kuppy
@hkuppy
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23h
I always thought Billy Hwang was a degenerate gambler.
Turns out, he was just an average Korean guy, but with an ISDA…
Quote
The Kobeissi Letter
@KobeissiLetter
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23h
BREAKING: South Korea’s stock market falls -8% as the global chip stock selloff continues.
South Korea’s stock market is now down -35% this month. |
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07-29-26 savo
While everyone is distracted by falling oil prices, diesel refinery margins have reached a new all-time high.
They are now higher than the price of crude itself.
- Diesel crack spread: ~$90
- WTI: ~$79
We have never witnessed anything like this.
- YTD diesel refinery margins: ~18x
- Since the start of the war: ~5x
https://x.com/ekwufinance/status/2082215632376926641
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