Good morning … China. China NBS Manufacturing PMI 52.6 from 50.1 and vs f/c 50.5, it was the highest reading since April 2012. China Caixin Manufacturing PMI 51.6 from 49.2. China’s official mfg PMI jumping TO 52.6 was the highest monthly read in 10yrs clearly helping equities overnight (
I have broad shoulders and mediums like this and twitter no place for the weak ... please don't EVER worry about any sorta feedback (its the silence which is deafening!!) ... appreciate your stance. respect ALL decisions -- my opinions are that, not facts just a personal choice., NOT right or wrong. everyone's got a right to a view just not their own set of facts (interesting how NOW it's coming to light about lab leak!) ... DiMartino Booth one of best in the biz. I met her former boss (Dick Fisher) briefly at a conference and really do appreciate how they handle things down there in TX ... and to be honest with you, I'm still learning each / every day. Now my capabilities limited given i've been without a BBG terminal for just over a year now ... lotta great resources out there on the intertubes. keep on keepin on ... again, appreciate any / all feedback. whats that saying -- keep friends close, enemies closer? no, well you know what i mean... stay safe...
I know I gave you shit the other day (I'm an unvaxxed bitter CA state employee waiting to retire or be fired!), but want you to know how impressed w/your knowledge, and ability to crank out a lengthy daily note of this high quality. Can't say I understand ALL of it, but I do believe in learning via repeated exposure, among other methods. I can't thank DiMartina Booth enough for turning me on to your Substack. I'm really learning a LOT (really impressed by that chart of BBB & 3 mo T-bill spread!) and can't thank you enough. Cheers!
I have broad shoulders and mediums like this and twitter no place for the weak ... please don't EVER worry about any sorta feedback (its the silence which is deafening!!) ... appreciate your stance. respect ALL decisions -- my opinions are that, not facts just a personal choice., NOT right or wrong. everyone's got a right to a view just not their own set of facts (interesting how NOW it's coming to light about lab leak!) ... DiMartino Booth one of best in the biz. I met her former boss (Dick Fisher) briefly at a conference and really do appreciate how they handle things down there in TX ... and to be honest with you, I'm still learning each / every day. Now my capabilities limited given i've been without a BBG terminal for just over a year now ... lotta great resources out there on the intertubes. keep on keepin on ... again, appreciate any / all feedback. whats that saying -- keep friends close, enemies closer? no, well you know what i mean... stay safe...
I know I gave you shit the other day (I'm an unvaxxed bitter CA state employee waiting to retire or be fired!), but want you to know how impressed w/your knowledge, and ability to crank out a lengthy daily note of this high quality. Can't say I understand ALL of it, but I do believe in learning via repeated exposure, among other methods. I can't thank DiMartina Booth enough for turning me on to your Substack. I'm really learning a LOT (really impressed by that chart of BBB & 3 mo T-bill spread!) and can't thank you enough. Cheers!