MacroCheetah @Macro_Cheetah

Joined January 2023

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litquidity @litcapital

5 months ago

If Trump fires Jerome Powell, the finance community will make Jan 6th look like a picnic

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Looks like time to start selling the rip. Even with this relaxation of tariffs, the combo of CHN + across the board 10% + sectoral tariffs is still a big drag ahead. Unless you think tariffs are pretty much over, these moves are likely far too positive given what is coming.

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Paulo Macro @PauloMacro

5 months ago

It’s hard to stress how damaging to confidence this all is.

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Lyn Alden @LynAldenContact

5 months ago

The most notable thing in today's market isn't what's happening in stocks, it's that bond yields went up despite what's happening in stocks.

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Anas Alhajji @anasalhajji

5 months ago

🔥🔥People ask: If tariffs are bad, why are they common globally? A key explanation: Most countries, especially third-world ones, use high tariffs not to protect industries but to raise revenues. Lacking social security numbers, addresses, or data on citizens, they can’t impose…

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Mariska den Eelden 🇪🇺🇳🇱 @eeldenden

5 months ago

🇪🇺 European Central Bank chief Lagarde calls for an alternative to American Visa and Mastercard in "a march to independence". The completion of the Capital Market Union would pave the way for the Fiscal Union. Further integration would add €3 trillion in value (!) every year

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Beff – e/acc @BasedBeffJezos

8 months ago

"LinkedIn is OnlyFans for middle managers"

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Aristidis Alafouzos @Aristidis

8 months ago

$OET youtube.com/watch?v=DQ5VfK…

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MacroCheetah @Macro_Cheetah

9 months ago

$fro longs when they see VL rates

Nature is Amazing ☘️ @AMAZlNGNATURE

9 months ago

$fro longs when they see VL rates

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Luke Gromen @LukeGromen

9 months ago

Today's downside in stocks, BTC, gold & spike in 10y UST ylds is likely nothing compared to what will happen if @DOGE unwisely tries to cut government spending before devaluing the USD... Today's decline in risk & spike in UST yields would look like child's play by comparison😳

Tom White @TomWhite_S

9 months ago

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Suitedupwook @suitedupwook

9 months ago

i guess trump rang the bell at the top after all

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Marhelm @MarhelmData

9 months ago

A VLCC loaded an Aframax-size cargo in Egypt for $1.85mn, reflecting weak demand. China’s crude imports fell 600,000 b/d, and VLCC rates hit WS 40.5, nearing $12,707/day TCE. $INSW $FRO

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Odin’s Eye @VikingEyes

9 months ago

@njacobs22 The bears are quite happy at this point having had a 50% drop in equity prices. The short term is outweighing the long term view and will continue to do so until some more cargoes available or longer distances. I think China has been sitting on their hands and will at some…

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Ayuso @AyusoValue

9 months ago

Taking a moment today to remember all those replies to my warnings about the overvaluation since May. Also thinking about Mr. Bugbee's move. $DHT $STNG

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MacroCheetah @Macro_Cheetah

9 months ago

For all those still asking why tankers equities have been hammered and why weakness, esp cpp, is here to stay. This is with record ton-mile and OB not that small anymore in 2025 onwards @AyusoValue @Btico19 $trmd $asc $hafn $stng #tankers

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Makai Research @MakaiMarine

9 months ago

We suspect that over 95% of retail tanker investors on here have never experienced the other side of a tanker cycle. So, they are clinging to the "stocks are wildly undervalued on a P/NAV basis" narrative, while believing in unrealistic sell side PTs. #oott #tankers $ASC $STNG…

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Coeus @coeus12345

9 months ago

Not a single #oil bull on #X willing to accept that prices don’t go higher as long as #OPEC holds back barrels aka Damocles’ Sword. path to higher prices runs through lower prices first whenever these barrels unwind And almost every single one of them has China demand wrong