GlobalMacroZen @GlobalMacroZen
Global Macro Focused Strategist & Trader;Former Equity Head of a Dutch Bank;cross asset experience in EM+Developed Markets;Market Wizard Anthony Saliba's ex TA New York City Joined October 2009-
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Watch the #bonds; they help somewhat, don't do anything impulsive; it's sometimes good to be on the sidelines, now time to wait for Powell, I have way off market bids & offers just in case but no positions as mentioned before $SPX ; the bearish flow in #AI was not pleasant today,…
This was 6 years ago; from the #JudasPriest concert; #Saxon was there too….
I don’t know which is worse; being a Knicks fan or trading natural gas everyday….
When the Titanic sank, it carried millionaire John Jacob Astor IV. The money in his bank account was enough to build 30 Titanics. However, faced with mortal danger, he chose what he deemed morally right and gave up his spot in a lifeboat to save two frightened children.…
Wow, a day that we have tested every level in $SPX ; my knives analogy was unfortunately right on... #stocks
Don't catch falling knives later or if you do; do it manageable; Yellen has changed the fund managers'/investors' mindset & market chemistry today along with bad data;some chance of small rally in the last 10 minutes of the market close as it's the end of month; $SPX levels…
$SPX 5080 so far so good :-) The close may be interesting as it is the month end
My quants getting ready every morning :
We are back to $SPX 5060/5065 level, intraday shorts should cover or scale here
Yellen woke some fund managers & folks up; we have been selling off after this comment : US TREASURY SECRETARY YELLEN: I AM CONCERNED ABOUT WHERE WE'RE GOING WITH THE US DEFICIT. #stocks $SPX
Consumer is tapped out, inflation is sticky, bond yields are going higher; GDP is lower; let's buy more #stocks as they may be an inflation hedge :-) $SPX
How did this happen? Sounds like terrible compared to the estimate
How did this happen? Sounds like terrible compared to the estimate
What a caring humanitarian & the ultimate ideal boss: Los Pollos Hermanos Staff Meeting | Sabrosito | Better Call Saul youtu.be/pixVVVlm4tM?si… via @YouTube
KKGB Kitty @INArteCarloDoss
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Over a year ago when i was alone on higherer for longerer island I made this silly chart on if it actually takes 5 years to kill inflation like it did in the 70's. Seems to be tracking pretty well. Less than half way there.
Me analyzing mining / commodity stocks.
Tokyo blind date update- she lands at the airport in 9 hours I'll pick her up at Narita airport which is the equivalent of someone from NYC going to Philadelphia basically True love knows no bounds!! Now I'm awake early and I'm going out to explore and find some green tea
GEN X at first you wrote us off...now we will be known as the last greatest generation against the insanity
A year ago I left my job at a hedge fund in NY to start my own fund, Bristlemoon Capital. Some thoughts below on the journey of launching a fund (both the good and bad):
People either love or hate my tweets. Because I am not afraid of controversy. However, I hope everyone can see the funny side of them. Even if one does not agree with a viewpoint, it's not forbidden to appreciate the humour. Nowadays I am constantly remined of this:…
Ok off my soap box tonight...going to go to the beach to enjoy the rest of my birthday today.
If you liked the 2s auction today, Jeanette has another $ 70 b of 5s and $ 45 b of 7s to feed you in the coming 2 days
@GlobalMacroZen @Fullcarry I think we just broke the Reggie Miller curse
Grace is home! What has happened between Friday and today is nothing short of miraculous! Thank you for your kindness, support and prayers!
SHE DID IT! We just got her bloodwork ….. her hemoglobin is up! SHE BEAT IT! This is what we were praying for! My wife and I thank everyone from the bottom of our hearts for your prayers and support …… they made they made difference! 🙏🏻 Grace will be sleeping in her own…
SHE DID IT! We just got her bloodwork ….. her hemoglobin is up! SHE BEAT IT! This is what we were praying for! My wife and I thank everyone from the bottom of our hearts for your prayers and support …… they made they made difference! 🙏🏻 Grace will be sleeping in her own…
Many people have been kind enough to ask for updates on Graces condition. Thank you for asking! Grace has had a miraculous turn around after a horrific start to the day. Around 10:00 we had a team meeting and were discussing the possibility of a second transfusion and…
Early this morning was bad ….. then just like that Grace woke up and has turned the corner! This is the first time she has been awake and smiled in over a week! God bless all of you for your sport and prayers!!!!!!!!! THEY WERE HEARD! We aren’t out of the woods ….. this is…
We remain overwhelmed with the outpouring of kindness and prayers we have received for our precious Grace. This morning …. Graces bloodwork showed that she was deteriorating. We administered a blood transfusion late this morning. For the past week her heart rate had been…
The fact they are hitting the winners likely means we should get a bounce early next week
This is the downside of a market that doesn't correct or pullback for 6 months
My wife and I would like to thank everyone for the heartfelt outpouring of prayers, well wishes and love for our precious Grace. She is not better …. But her blood numbers have not gotten worse. She has been asleep all day. Please join our family in praying for an…
Our four and a half year old daughter … Grace was hospitalized Monday. She is very sick. A virus of some kind has caused her immune system to attack her red blood cells. Pleasure pray for her recovery! We need all the prayers we can get!
I work with clients ranging from (-) to over $50mm I asked 7 clients and 3 acquaintances with Net-Worths ranging from $5 Million - $1 Billion, The following 3 questions: 1. What were the keys to your success? 2. What do you wish you knew earlier in your career? 3. Do you…