MI2 Partners @MI2Partners
Independent macroeconomic research guiding you through the big-picture framework of market fundamentals; helping you anticipate movement, execute timely trades mi2partners.com Vail, CO Joined May 2013-
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In lieu of this week’s Thoughts From The Divide, we wanted to share @JulianMI2's latest interview with Oxbow Advisors. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. Click here to tune in: bit.ly/3UexfRo
🎙️ In case you missed it, MI2's @HarryMelandri sat down with the "godfather" of #MMT, Warren Mosler, for an insightful chat earlier this month. Dive into their wide-ranging discussion here 👉 bit.ly/3QidaIy
Monetary policy is a dance of smoke and mirrors. As the Fed repeats its latest mantras, a rash of articles are questioning if high rates are stimulative, challenging economic dogma. Are we witnessing a shift in the Overton window? Read more👉bit.ly/4d3j5uL
📈 Have you checked us out on #Substack yet? Dive into our newsletter archive and subscribe to stay up to date with the inside scoop on topics discussed in our morning calls. Click here to explore more 👉 bit.ly/4aSbXQo
Ted, thank you so much for inviting me onto your show. We certainly covered a lot of ground, from why Goldilocks is so hard to achieve to hyper-financialisation, #inflation, #bonds, #preciousmetals, #equities etc. bit.ly/3Qt8O1F
Ted, thank you so much for inviting me onto your show. We certainly covered a lot of ground, from why Goldilocks is so hard to achieve to hyper-financialisation, #inflation, #bonds, #preciousmetals, #equities etc. bit.ly/3Qt8O1F
Recent economic data didn't boost Fed confidence. Inflation dominates headlines, prompting concerns about the Fed's stance. Authers warns of sticky inflation. Fiscal policy fuels the party, but how long will the sugar rush last? Dive in here 👉 bit.ly/49CyUFQ
Is it really safe to assume the #inflation witch is dead? Not according to the #nfib US Small Business survey
Amidst the data dispersion, Fed voices differ: some see one, while others eye multiple cuts. Mester's dovish stance, coupled with a nod to higher long-term rates, reflects the economy's resilience. The commodities boom hints at loose financial conditions, with gold's breakout…
Having utterly failed at home integration, the TV, the car, etc., we are now meant to believe it's home robots. I think the word that perfectly sums up #Apple at present is "floundering." They are a one-trick pony that lives and dies on iPhone sales.
📈 At the 2024 Digital Asset Summit, @JulianMI2 explained why we are seeing acceleration in commodity prices and the potential knock-on effects. Click here to check out the full discussion 👉 bit.ly/3TABzda
In a "fluid" operating environment, the Fed's recent actions signal a potential new approach to inflation & growth. Bond markets remain subdued amid hints of rate cuts. Will 3% inflation replace the 2% target? Stay tuned for Powell's next move. Read more: bit.ly/3PFzbkv
It's our view that far from "just right", Goldilocks's porridge is "too hot". Hence, outside a couple of tweaks, rate cut expectations are delusional. Is Waller the first sign the #FederalReserve is pushing back? Will Powell follow tomorrow or are we heading FOMC dissent?
What an honour to discuss the #macro outlook with luminaries such as Michael @crossbordercap Joseph @FedGuy12 and Jonny @super_macro Thanks to the whole @Blockworks_ team for the invite and especially @_JackFarley96_ who hosted the panel vimeo.com/showcase/11059…
Back in Dec 2022, inflation was a zesty 6.45%, stirring debate on the Fed's 2% target. Now, Powell is aiming for sustainable progress "toward" that target before joining the rate-cutting bandwagon. Is there strength in numbers? Read more here 👉 bit.ly/tftd322
🎙️Tune in to @MerrynSW's latest podcast episode feat. @JulianMI2 who explains why 'higher-for-longer' is the new norm for the Fed and interest rates, why you should be nervous about Japan's big rally, the dual nature of Bitcoin, and more. Listen here 👉 bit.ly/bbmi2
Our research team integrates long-term market views with tactical trading strategies, employing technical expertise & delivering uniquely personalized insights to elevate your investment strategy. Want to see for yourself? Click here to request a trial 👉bit.ly/49Iav2y
Meet David Kreisa, who joined @MI2Partners in 2019 from Gelber Group LLC, a Chicago-based proprietary trading firm. He spent 14 years as a Portfolio Manager & Head of Trading - Foreign Exchange across offices in Chicago, New York, Zurich, & London. Read more about David & the…
Markets are digesting hot inflation amid the Fed black out, with goods inflation threatening to return. Yellen admits regret over "transitory" as labor markets see challenges with mistimed wage negotiations and growing hiring concerns. Uncertainty looms as the Fed appears to be…
Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
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Bob Elliott @BobEUnlimited
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269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
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173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Danielle DiMartino Bo.. @DiMartinoBooth
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136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
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Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
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David Rosenberg @EconguyRosie
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Hedgeye @Hedgeye
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Julian Brigden @JulianMI2
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icrypto 💁🏻�.. @icrypto_Mom
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Steven Sweeney @SweeneyMI2
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Anna Hirtenstein @ahirtens
4K Followers 3K Following Journalist at @WSJ, covering markets & macro. Ex @business, @GreentechCap. Opinions mine, DMs open. Say hi: [email protected]Ted, thank you so much for inviting me onto your show. We certainly covered a lot of ground, from why Goldilocks is so hard to achieve to hyper-financialisation, #inflation, #bonds, #preciousmetals, #equities etc. bit.ly/3Qt8O1F
Full Interview: bit.ly/3Qt8O1F I had the pleasure to interview @JulianMI2 Julian Brigden who addresses economic, stock market, and extreme political instability.
What an honour to discuss the #macro outlook with luminaries such as Michael @crossbordercap Joseph @FedGuy12 and Jonny @super_macro Thanks to the whole @Blockworks_ team for the invite and especially @_JackFarley96_ who hosted the panel vimeo.com/showcase/11059…
It was a delight to be on the podcast Merryn. Many thanks! @MerrynSW #FederalReserve #interestrates #bond #inflation bloomberg.com/news/articles/…
@MI2Partners @JulianMI2 Julian if anyone has listened to him over the years is absolutely brilliant. His logic and calm analysis without hyperbolic tendencies is the closest thing to analytic perfection to listen to, it is mesmerizing.
🚀 FINAL CALL for our Black Friday Promo! Get exclusive insights tailored to institutional #investors, #hedge fund managers, & more. Our research blends long-term perspectives with tactical strategies to elevate your investment strategy. Join now!➡️ bit.ly/mi2bfp
Dive into the latest #Japan Weekly Report: From BoJ policy limits to record-breaking tax revenue and #Tokyo's manufacturing news, this report uncovers key economic insights. Click here: bit.ly/3Rje88t #JapanEconomy #BoJ #EconomicInsights
Happy to be in Vail this week with the incredible @MI2Partners & @JulianMI2 for their first ever Global Macro Summit
Thanks @MI2Partners for bringing brilliant portfolio managers to us @augustwealthmanagers, @AT_AdamThurgood #MI2GlobalMacroSummit
@AT_AdamThurgood speaking on building a portfolio "I can't remember a time in my career when experts in our field have such divergent views". "The future may require bold asset allocations" #mi2globalmacrosummit
Wait what happened while I was on stage? @biancoresearch #MI2GlobalMacroSummit
My team tells me I need to post @biancoresearch 's latest quote. "We're not firing anybody right now. Why? The cycle has swung from management to labor" "We're seeing a big wholesale shift in the economy back to labor". #whosincharge #MI2GlobalMacroSummit
With sustained, blow-out household spending in the Eurozone, #inflation can continue for longer than anticipated. Seamus Murphy joins me on this episode to discuss why banks could outperform asset managers and private equity: apple.co/3K6rbGj
We are very excited to have Helen join us at the macro summit! You should too!
We're thrilled to announce Helen Thomas as a speaker at our #GlobalMacroSummit! With 20 yrs of experience in banking, fund management, & politics, she brings a wealth of knowledge. She'll share her insights on navigating the macro landscape. Click for more:bit.ly/3q5jyZG
@HayekAndKeynes Macrostrategy, @MI2Partners and @fkronawitter1
Just a few small excerpts from todays Real Vision Pro (like a cut down Global Macro Investor created with my partner @JulianMI2of @MI2Partners - different perspectives add huge value, just ask our members). BTC continues to follow 2013 very well.
"silicon curtain"! I truly enjoy listening to Julian. He is so so sharp!!!
"The #CCP is cracking down in an inordinate way on everything. We've talked about this ongoing emergence of a perma-cold war between the #US & #China - a silicon curtain." @JulianMI2 echos today's MI2 research during #MacroInsiders that this will have profound implications.
@MI2Partners @JulianMI2 Had a BTC entry on this chart back in 2014....I vividly remeber my thoughts to buy it for 10k back then....it sliped my mind next day since I was focused on stocks.....
Enjoyed your commentary in this, @JulianMI2. Well worth your time if you have a spare hour.
“I think growth is picking up... the market isn't positioned for that & policy makers aren’t positioned for that… which creates a bit of an opportunity.” Catch up on @JulianMI2’s session ‘How I invest’ @RealVision #FestivalofLearning. Click here for more bit.ly/3rjMcma
@MI2Partners @JulianMI2 @AshBennington @RealVision Awesome! I was wondering just last night during the DB if it was possible to bring Julian in on one.
@MI2Partners same over here at $SPY (which is of course also very tech heavy)
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