Ashok Kumar @ContBridger
158 Joined April 2019-
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Labor market growth has ground to a halt. The good news is that US household leverage (liabilities to net wealth) is the lowest in 50 years.
🧵The quiet revolution in robotics isn't humanoids. It's the rise of inspection & maintenance robots, quietly scaling across dirty, dangerous, and distant industrial environments. This sector is projected to hit $8.3B by 2030. Let's break down why it's growing so fast. [Save…
Gold's return to the global financial system has just begun. Before the strong dollar policy forced gold to the sidelines, it was the dominant reserve asset and key trade settlement medium via gold-backed Bills of Exchange. History suggests a doubling to at least 40%. $SA
It just keeps getting worse. Since “Liberation Day” in April, the US has lost 42,000 manufacturing jobs. For 2025 overall, the sector is now down 78,000 jobs. Liberation Day was supposed to bring manufacturing back. Instead, the numbers show the opposite, steady losses month…
It just keeps getting worse. Since “Liberation Day” in April, the US has lost 42,000 manufacturing jobs. For 2025 overall, the sector is now down 78,000 jobs. Liberation Day was supposed to bring manufacturing back. Instead, the numbers show the opposite, steady losses month… https://t.co/NDt0eMdCh9
A surprise to be sure, but a welcome one. If you add the dividends into the return, really has done quite nicely. Have a nice weekend fellas.
A surprise to be sure, but a welcome one. If you add the dividends into the return, really has done quite nicely. Have a nice weekend fellas. https://t.co/UO9y99mJV2
🇺🇸 Flight from the labour market seems to hide a much more negative trend than headline numbers indicate.
I honestly think most people would be better off asking Chat GPT to form a sharpe ratio optimized portfolio than asking an advisor the same
BREAKING: Gold futures extend rally to a record $3,650/oz as the US labor market rapidly declines. Gold is now up nearly +40% year-to-date. Gold always knows what’s next.
🚨 The Fed’s worst nightmare is here: Stagflation. Growth is stalling, unemployment is rising, and inflation is still sticky. And today’s payrolls confirmed it: just 22,000 jobs were added in August. (a thread)
Alex Karp's advice for young people: “From a young age you get huge benefits for conforming. The central advantage of being dyslexic is you can’t conform. So your basic thing is do not conform.” He warns that in America, schools often teach complacency; how to give up your…
Herding India into China’s arms is not fully set in stone of course but man is it a stupid gamble
“Stop being a part of BRICS.” Lutnick is a human hand grenade thrown into 30 years of American diplomacy. Does the administration understand how much damage he is doing single-handedly?
“Stop being a part of BRICS.” Lutnick is a human hand grenade thrown into 30 years of American diplomacy. Does the administration understand how much damage he is doing single-handedly?
Metals & Mining sector has already outperformed US Tech/Nasdaq for 5 years, since the commodities bear market low back in 2020. And, now the ratio has a huge breakout, so now the outperformance should accelerate. So it begins.
Tom Lee on Bitcoin’s early days: “I’ve never seen anything go from under $100 to $1000 and have a network value of $10 B… we could explain more than 90% of the rise of Bitcoin from 2010 to 2017 by just looking at two variables, number of wallets and activity per wallet”…
Alex Karp on the future of business models: "Every single tech company in the world is going to be paid based on value creation. Maybe that's not completely true today, but it will be true tomorrow." "The future is going to be: you create X value, I pay you Y. " "Larger…
There’s no shortage of bearish commentary each time India’s world-leading GDP growth hits a speedbump. Check out our new blog post to see why these India bears are missing the forest for the trees. gymkhanapartners.com/dispatches/mis…
Louis-Vincent Gave's five convictions analyze the major bull and bear markets of 2025 through the lenses of fundamentals, valuations, momentum, investor positioning, and policy support. ow.ly/9KO050WRw7B
Nasdaq Dubai, the region's international financial exchange, has welcomed the listing of a $500 million #sukuk by #Binghatti Holding, a leading Dubai-based property developer lseg.group/481ypYN
Goldman Sachs expects gold to surge to $4,000 an ounce by mid-2026. If the Fed's credibility gets significantly eroded, GS sees gold nearing $5,000. Gold prices have already doubled in the past three years. bloomberg.com/news/articles/…
Some could reasonably argue that this isn't necessarily new, that this was always the case but before it was just glossed with the veneer of multilateralism But veneers matter, and even pretending to care about multilateralism affects realized behaviour. Much less of that now.
Gymkhana Partners @GymkhanaFund
50 Followers 7 Following Gymkhana Partners is an India-dedicated long-only fund managed by Farley Capital. Since 2013 the fund has outperformed the S&P 500, BSE Sensex, & MSCI India.
Belinda @Belinda_DDA
303 Followers 2K Following Travel isn’t just about the destination, but the experiences along the way. ✈️ #BTC
SweetBlossom🌼 @vjMeldlzs48
305 Followers 790 Following I believe in my dreams and trust that they are coming true, step by step💪
evangelineElizabeth @1kO3tdnJSv89KB
50 Followers 778 Following
Real 🌸Crypto Eri ~... @R_sentosumosaba
5 Followers 288 Following Analyzing the impact of blockchain and AI, focusing on the top digital assets by market cap. 👀Locked in on XRPL💧☀️🪝
Carson Group @CarsonGroupLl
19 Followers 1K Following Find Your Freedom Join the nation's fastest-growing advisor movement. (For advisor use)
Tom Lee Tracker @TomLeeTracke
103 Followers 2K Following Daily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
Lucky💖 @Luc_1ky
420 Followers 1K Following I am a girl who loves learning, traveling and adventure. My love for learning is the key to the world; my love for adventure is the main theme of my life.🚀
Molly @Mememollylee
783 Followers 1K Following Surfing makes me feel free. Every time I jump over the waves, it feels like I am embracing the rhythm of life. Pursuit of freedom and adventure🌊
Clara🏹 @oyabvadb
1K Followers 714 Following You need to grow up, and you can survive in desperate situations #BTC #XRP
Otavio Tavi Coasta @tavicoast
562 Followers 5K Following Macro thinker, history student, value- oriented investor, Native of Sao Paulo, Brazil 🇧🇷
Warren Buffett @Warrenbuffett66
747 Followers 5K Following
Riley @ioe_cA
2K Followers 3K Following When you give joy to other people, you get more joy in return. You should give a good thought to happiness that you can give out. Travel✈️food🍔 investment🚀
༺Kaisar WIZO ⌘ Ks... @JKupalogs42519
203 Followers 2K Following 000351 @alphamind_labs @ecosapiensxyz To willing to donate this is my SOL adrs: 318MbmARN2AiksjgxZtq9iMM9ENyyKdfxoZRmd8uTHtJ
xPeter Boockvar @xpbockvar_
397 Followers 3K Following Chief Investment Officer of Bleakley Financial Group, #bleakleygroup • Editor of The Boock Report on Substack • CNBC Contributor
. @LukeGromen_T
163 Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & 11." | RT not endorsements.
Harriet @Harriet5498
6 Followers 103 Following 👑 Creating my own happiness, chasing dreams, and staying true to myself. That’s the real glow-up. 💕
Alexander Stahels �... @_B_urggrabe_nH
1K Followers 4K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won't ask for your business)
Mira Steele @Optimisticbba
124 Followers 779 Following Galloping in the vast world, growing up secretly in my heart. Riding a horse taught me to be brave and also to be gentle.
Samantha LaDucs @5amanthaLaDucs
2K Followers 3K Following Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."
AI Tools Network @aitoolsnetwork
317 Followers 4K Following an online hub to find the the best AI tools
Mark Alan Pearce @PearceAlan1962
14K Followers 4K Following An international DJ in the early 80s. Former company director in the video game & film licensing/distribution industry.
ChrisExcelFake @ChrisExcel102i
19K Followers 3K Following 🚩 uncomfortable conversation🎙️ commentary account 🔗 not affiliated with chris excel
ISO 20022.... LET'S D... @Rohitku24694375
31K Followers 254 Following
زماں @Delhiite_
42K Followers 4K Following An Accidental Crime Reporter, war monitor, politics, cricket & senophile. RT's & Like Not endorsement
CSIS Africa Program @CSISAfrica
38K Followers 593 Following Conducting sustained and timely research and analysis on the major elements of U.S. policy toward Africa. Follows, RTs ≠ endorsements.
PhilHK @phil_hk
1K Followers 307 Following Native Swede in the Far East. Buys hated assets. No investment advice. "I skate to where the puck is going to be, not where it has been." -Wayne Gretzky
Grant Williams @ttmygh
141K Followers 979 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Von Greyerz. Retweets ≠ endorsements. Likes = bookmarks. WONT SHILL CRYPTO
Michael Kao @UrbanKaoboy
108K Followers 2K Following GS/J. Aron➡Canyon Partners➡Akanthos Capital➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿 | NO INVESTMENT ADVICE
Meyrick Chapman @meyrickc
1K Followers 1K Following PM with long experience in major global hedge fund. Main interest: interaction of liquidity, BoP and markets. Brentford FC. Comments are not recommendations.
Alexander Stahel 🌻 @BurggrabenH
106K Followers 5K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)
JH @CRUDEOIL231
12K Followers 235 Following Hedge Fund Commodity Strategist / Deputy Head of Derivatives Desk - Macro, Commodities, FICC / Middle and Far East representation
Jack Farley @JackFarley96
80K Followers 5K Following Host of Monetary Matters podcast: https://t.co/L9rinX1Qrx Creator of Forward Guidance show (30 million downloads)
Ian Bezek @irbezek
19K Followers 2K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Luke Gromen @LukeGromen
347K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Tatiana Stanovaya @Stanovaya
59K Followers 757 Following Founder/CEO at R.Politik, Senior fellow at the Carnegie Russia Eurasia Center Stay Connected with R.Politik https://t.co/5TRAuhQR2b
Oriana Skylar Mastro @osmastro
19K Followers 106 Following Political scientist @stanford, China expert @Carnegieendow, Officer @USAFReserve. Author of Upstart: How China Became a Great Power. Views don’t rep instit'ns.
Ian Corzine @iancorzine
6K Followers 394 Following Lawyer Building AI Tools • Former Fed Prosecutor & Real Estate Attorney
Citrini @Citrini7
88K Followers 2K Following Thematic Cross-Asset Investor | @Citrini7 is my only account
MikeOilInvestThomas @mike_oil_invest
865 Followers 784 Following Old Man Please do your own research. Just presenting my ideas and activities. Long term value investor. Short term plays and trades: GO AWAY!
Josh Young @Josh_Young_1
115K Followers 2K Following Contrarian value investor. Not advice. Caveat emptor. Former Chairman of IronBridge Portfolio Manager, Bison Interests Author, Bison Insights See me on CNBC etc
Rory Johnston @Rory_Johnston
47K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my research:
Paul Podolsky @paul_podolsky
3K Followers 860 Following Founder Kate Capital. Author. Frmr Bridgewater. Newsletter: https://t.co/1S33w3lmTW Podcast: https://t.co/0bqEPzhog1 Not investment advice
Diana Choyleva @choyleva
5K Followers 2K Following Chief economist at @EnodoEconomics Our focus is #China – one of the most misunderstood economies in the world, but one of the most important to figure out.
Ferg @trader_ferg
32K Followers 565 Following Full-time trader for 9 years now. Have a habit of hanging out in hated corners of the market that are "uninvestable"
Michael Every @TheMichaelEvery
17K Followers 994 Following London, Bratislava, Moscow, Sydney, Bangkok, Hong Kong, Haifa, Singapore,… Luton
Henry Olsen @henryolsenEPPC
34K Followers 479 Following Senior Fellow, @EPPCdc. Host of Beyond the Polls podcast - https://t.co/dJAJ24wjRH…
Macro Charts @MacroCharts
183K Followers 952 Following 30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
Mr Family Office @MrFamilyOffice
52K Followers 584 Following Insights, news, and lessons from the Family Office world Sign up for the newsletter 👨👩👧👦📈🚀
Louis-Vincent Gave @gave_vincent
29K Followers 560 Following CEO of Gavekal - for more information, go to https://t.co/e9Kd7vb4vq website
East Asia Stocks 🇯... @EastAsiaStocks
7K Followers 318 Following
Le Shrub🌳 @agnostoxxx
135K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Andreas Steno Larsen @AndreasSteno
265K Followers 2K Following Macro, investing and geopolitics. Steno Research is joining @RealVision 🍾🍌
Simon Ree @simon_ree
53K Followers 1K Following I trade setups, not opinions | 25yr career at Goldman & Citi | Trader | Speaker | Bestselling Author | Jeet Kune Do Instructor | Tweets not financial advice
Samantha LaDuc @SamanthaLaDuc
67K Followers 3K Following Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."
Peter Boockvar @pboockvar
44K Followers 3K Following Chief Investment Officer of One Point BFG Wealth Partners, @onepointbfg.com • Editor of The Boock Report on Substack • CNBC Contributor
Vukasin Pekovic @VukasinPekovic
5K Followers 773 Following mining equity analyst at https://t.co/xjLRlpR0ux telecomm. engineering graduate, opinions strictly my own
Erik @erik_ywr
1K Followers 97 Following
Leonid Mironov @leomironov
2K Followers 6K Following Macro, materials, China risk & reward. I write Panda Perspectives 🐼 AS Roma obsession. Chelsea on weekends. Not investment advice.
EnergyCynic @EnergyCynic
33K Followers 1K Following Energy investor most of career. Not investment advice. RTs not endorsements.
baufinanciaphaster �... @bauhiniacapital
24K Followers 6K Following 残り物には福がある. Trafiquant de l’ésotérique. Int'l Man of Mycterism. Usually couth, sometimes kempt, often gruntled. Strong convictions, held weekly (or more often).
Sankey Research @crudegusher
28K Followers 2K Following Institutional Investor (ii) 2023 ranked #1 Independent Wall Street Research: Energy
The Wandering Investo... @wander_investor
12K Followers 470 Following Exploring a World of Opportunities - Traveling around the world researching investment, residency and citizenship options - Sign up to the free newsletter.
Izabella Kaminska @izakaminska
73K Followers 3K Following Founder Editor of The Blind Spot @theblindsp0t + Senior Finance Editor POLITICO Europe. Former Editor of FT Alphaville. Fights for the human.
Natalia Gurushina @NGurushina
7K Followers 558 Following Chief EM Economist at VanEck. https://t.co/ew59ZZmvsw
Tim Purcell @HighLineAdv
7K Followers 724 Following News, opinions. and analyses on the Reindustrialization of the United States. https://t.co/JihD9HHQfy
Shashank Joshi @shashj
221K Followers 2K Following Defence editor @TheEconomist, Visiting fellow @warstudies KCL. Signal: shashank.96. Speaking engagements: https://t.co/8V3SSBwUYeTrends for United States
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