MacroStrategy Partnership @MacrostrategyP
Cutting-edge independent research on global macro and markets. Including areas such as derivatives, commodities, equities & fixed income. macrostrategy.co.uk London Joined August 2022-
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Regarding all the Angela Rayner talk in the media and on here... Not enough is being said about the valuation she sold her house back to her kid’s trust fund for. It stinks far more than the tax evasion.
***** Central banks prefer gold... Reuters reports that, for the first time since 1996, foreign central banks hold more gold than U.S. Treasuries. Their holdings of gold also surpass their holdings of euros, although still well short of dollars. With the price of gold at…
***** Today's NFP's were dismal, but the worst is yet to come... Perhaps more importantly than all of this, the Quarterly Consensus of Employment and Wages (QCEW) is due out next Tuesday where economists estimate the level of employment for the past 12 months to be revised down…
***** Japan & the world's biggest asset (Housing)... Japan has a problem, and when Japan has a problem, asset holders in the rest of the world should take notice. Japan’s first problem is that the BoJ has let go of the long end of the curve, and finally, after decades of…
***** As renewable energy is adopted, energy consumption is priced out, and further economic decline lies ahead. German Chambers of Commerce said the current energy transition costs are estimated at between EUR4.8trn and EUR5.5trn by 2049, heavily burdening businesses and…
***** Rev Repo is empty....QT will have to end soon! The overnight reverse repo fell to USD17.923bn, essentially near zero compared with the USD2.3trn high. The overnight repo was money that the Fed had created that there was not the productive demand for – (excess liquidity) -…
*****Big government & wasteful programs... Big Government shrinks the productive surplus in the economy, which could have been re-invested to grow the stock of capital. Rising government debt, and a rising cost of debt service, degrades the value of the surplus, and redirects it…
***** EU prices itself out of existence... Europe spent 5.6% of GDP on its primary energy needs last year and only managed 0.4% GDP growth. Even with the renewable technology being advanced primarily on the back of high Transformity fossil fuel energy, there has been no…
***** US net savings rate below negative... Friday’s data showed the personal savings ratio unchanged at 4.4% of disposable income, or 3.7% of GDP. With a budget deficit of 6.33% of GDP in June, that would give a net national savings rate of -2.63%. Whilst many companies and…
***** FED and Trump... Treasury Secretary Scott Bessent said the Federal reserve is and should be independent but said it had “made a lot of mistakes”. He believes Fed Governor Lisa Cook should be removed or step down if the allegations of mortgage fraud against her are true and…
***** US Money Supply -> Rev Repo & TGA both nearly empty! U.S. Money supply - (bank deposits + retail money market funds + currency in circulation) - rose a 3-month annualised 4.8% - (1 month annualised 1.74%). It was up USD247.9bn, made up of base money down USD70.1bn and…
How times change.
***** Germany will bailout the French....EU project gets more expensive. The Telegraph (Ambrose Evans Pritchard) says that whilst the French economy is being run by the civil service, leading investors to conclude that there will be little difference if the prime minister…
***** UK Wind Energy gets dumped.. The Dornell onshore wind farm, owned by EDF, had 50% of its output “curtailed” – it was dumped - in 2024 because the national grid was too contested to take it. But the project was still paid for the electricity that was dumped. Of the bumper…
***** Students love GPT, but not likely to pay for it... Mag7 buyers of Nvidia’s chipsets may have deep enough pockets, but user data from OpenRouter suggests that the end-users, at least for OpenAI, do not. The blue bars in Chart 8 below show requests on OpenRouter’s platform…
As I wrote in @Telegraph on Nov 1st 2024: "In order to turn this country’s economy around, it won’t be enough just to get rid of the ghastly Reeves. The whole failed edifice needs to be brought down. This requires wresting control of our economic institutions from opaque…
Wind output falling inexorably down to Sweet FA tomorrow afternoon. How long is it going to take for the penny to drop that we can't run a modern economy on intermittent renewables.
With two parents on £50k, take-home pay is £79,000. After childcare and rent, they're left with £24,800. A family on benefits renting the same house would clear £30,000 after rent with no need for childcare. You are better off on benefits than on a household income of £100k.
With two parents on £50k, take-home pay is £79,000. After childcare and rent, they're left with £24,800. A family on benefits renting the same house would clear £30,000 after rent with no need for childcare. You are better off on benefits than on a household income of £100k.
Last minute, thanks to a viewer connection, we got a GPU smuggler in the US to allow us to release a video showing his setup. It's in the movie. Had to spend all day adding censors to identifying info for him, hence the delay. But... it is pretty crazy. Goes up tonight finally
THIS VIDEO IS A MUST WATCH 👇🏻
Paper Alfa @paper_alfa
11K Followers 1K Following Global Macro Investor / Inst-HF. 2 decades and counting Creator of Paper Alfa - Macro & More. Life-long learner. My views only. No investment advice.
Santiago Capital @SantiagoAuFund
314K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
Sam Lawhon @lawhon_sam
21K Followers 740 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Andy Constan @dampedspring
174K Followers 359 Following https://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Darren Sissons @KiwiPMI
8K Followers 2K Following Global Equities: Tech, Options, Developed & Emerging Markets. Kiwi: All Blacks🏉 Blackcaps🏏. Retweets not endorsement. Email: [email protected] 🇳🇿 🇨🇦🇹🇼
PiQ @PiQSuite
125K Followers 7K Following Go To @PiQNewswire For 24/7 Breaking News • Check Out https://t.co/VmD0voJnlH • Partnered With @PepperstoneFX - A Better Way To Trade → https://t.co/tZJHixSi2F
Marscat @etiennedemarsac
7K Followers 1K Following 20 Years of Macro Fund Management // Headed the 8 bn Liquidity Buffer @EIB // Head of Rates // Central Banks // Kitesurf // Proud Father // Kitty’s Squad.
OpheliaGunter @XJ8MYrg3DaMrp6
0 Followers 84 Following
EvangelineSmollett @zrKI67qf27hlBD
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SarahJoel @s0f35m5Dm204ueN
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Wolkenkuchen @73PL6cpAR9l62l
11 Followers 312 Following
Latisha @follicklatisha3
381 Followers 3K Following
JoMargaret @jR3REe92R7fve2
1 Followers 75 Following
SonneUndKuchen @D4X93440tdiA34
5 Followers 359 Following
MarinaLuke @2DVb3I2KSXNrL63
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ValerieLarkin @A0CWJ60z4dtsUy
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LaurenTony @ZO6A1xk8Fe0eZWy
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OpheliaCharlotte @JO21k5jC0zRsb1V
0 Followers 52 Following
Norsemont Mining @norsemont
2K Followers 2K Following Norsemont Mining owns 100% of the past-producing Choquelimpie Gold-Silver Project in Northern Chile with 2.7Moz AuEq MRE. CSE: $NOM | OTCQB: $NRRSF | FWB: $LXZ1
Josh Linville @JLinvilleFert
40K Followers 24K Following Vice President of Fertilizer @StoneX_Official, 20+ yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
Heafar @Heafar4722
0 Followers 355 Following
Hora @Hora247564
1 Followers 305 Following
Lebensfreude @Kojnie478212
39 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Launi @Launi5112
14 Followers 1K Following
Madeline Cooper @08GEyUQfGQqCi
2 Followers 267 Following Seeking 30%+ returns? Get 2 top US picks with live entries/exits and risk limits—free join. @nahuel321rojas
Vwoawki @Vwoawki306
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NicolaLancelot @MG88ETp8hurg4
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Brihxir @Brihxir4245
0 Followers 326 Following
WandaMiddleton @W90ark7WpTt0p
1 Followers 312 Following
MirabelleBen @4spc0969ev3Fyx9
1 Followers 395 Following
Kormeew @Kormeew604118
1 Followers 269 Following
HilaryMarlowe @k80BDE9ZyvQBj
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Toobor @Toobor1689194
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ZeitStoppt @sz4joOKP6M4B6d
6 Followers 319 Following
Carlos Cañellas @Carloscanellasb
48 Followers 271 Following
Twalat @Twalat813
30 Followers 2K Following
SunSirs Energy @sunsirsenergy
17 Followers 236 Following
Lavendelfeld @05lu7GO4ESQ1Cs
4 Followers 330 Following
AmandaFrederick @6Qoq9H6VUxZ5K7P
1 Followers 362 Following
VernaHume @mzOpO0c3no9uY
2 Followers 336 Following
Jonathan Neuscheler |... @JonNeuscheler01
183 Followers 711 Following Gründer @abilitato de. Value Investor. Auf der Suche nach unterbewerteten #Aktien. Keine Anlageberatung oder -empfehlung.
Danish Cooper @danishcooper97
146 Followers 1K Following Investment analyst at Motilal Oswal Private Wealth Management. Behavioral finance and international economics enthusiast.
TabithaChristiana @6D8CBJ8dFhV2aZ
0 Followers 335 Following
CarolCroft @0ISMqs0vkYq1Q0
5 Followers 383 Following
Amelia Davis @z8jsU1Qk9PV885H
5 Followers 441 Following 30%+ monthly ambition | 2 curated US stocks. Free access to actionable alerts—entries, stops, TPs. @nahuel321rojas
boohoo @moo___moo___cow
129 Followers 479 Following Old MacDonald had a farm Ee, i, ee, i, o And on his farm he had some cows Ee, i, ee, i, o
JeanStrachey @7p5eLcxK3L0x4
11 Followers 408 Following
Kaushal Lahankar @GodLikeNoob
55 Followers 255 Following
Rishabh Joshi @RishabhPJoshi
25 Followers 347 Following Curious Learner, Economy, Capital Markets, Science & Tech, History
Platon @humilitas12
141 Followers 536 Following
Abhinav Mehrotra @OldSchoolFinanc
3K Followers 1K Following Wealth management, IE Business School, BITS, Sherwoodian, home chef, bodybuilding. Gentleman of leisure, tech geek, gamer, fast cars & bikes.
Jungle Rock @JungleRockRes
188K Followers 3 Following Jungle Rock is a quantitative investment research company. It operates a research platform for all market participants from the Cayman Islands. @JungleRockCap
Paulo Macro @PauloMacro
171K Followers 322 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Le Shrub🌳 @agnostoxxx
135K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Paper Alfa @paper_alfa
11K Followers 1K Following Global Macro Investor / Inst-HF. 2 decades and counting Creator of Paper Alfa - Macro & More. Life-long learner. My views only. No investment advice.
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
Kuppy @hkuppy
162K Followers 2K Following CIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.
Gabriella Daisy 🌼 @RealAlphaWifey
44K Followers 110 Following Shaman 👸🏼✨🪄🌙 | Mamma 🐶👶🏻| Home Cook 👩🏼🍳
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)
Double Chin Capital @OffTheRunTrades
35K Followers 234 Following https://t.co/zNSJcljYhC https://t.co/tcWY177Ful https://t.co/SvAB9a2mCq https://t.co/r7XBT9R1qp
Santiago Capital @SantiagoAuFund
314K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
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
Sam Lawhon @lawhon_sam
21K Followers 740 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Lyn Alden @LynAldenContact
785K Followers 921 Following Founder of Lyn Alden Investment Strategy. Blended finance and engineering background. Author of Broken Money. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH.
Nassim Nicholas Taleb @nntaleb
1.1M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
Judah Rhodie @judahrhodie
11K Followers 733 Following Ex-HF CEO, ex-Primary Dealer CEO now born again Macro trader. FX, 🚢, energy and commods 🇬🇧🇺🇸 substack link : https://t.co/LR28DS2BzT
Tracy Shuchart (𝒞�... @chigrl
325K Followers 939 Following Senior Economist at NinjaTrader Live/NinjaTrader Group LLC. CEO/Founder Hilltower Resource Advisors LLC. @HilltowerRA Host @MicDropMarkets
Wall Street Mav @WallStreetMav
1.7M Followers 735 Following Finance, economics, news, memes. Follow and Tap the .... (🔔 +Notify)
Jim Bianco @biancoresearch
491K 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
Michael Green @profplum99
209K Followers 1K Following Chief Strategist Simplify Asset Management | PM of top ranked high yield ETF, $CDX. Not investment advice
Jungle Rock Capital @JungleRockCap
37K Followers 3 Following Jungle Rock Capital is a systematic fund manager. It provides advisory research and portfolio management services to institutional partners. @JungleRockRes
Chris Weston @ChrisWeston_PS
28K Followers 1K Following Head of Research at Pepperstone. If you like the cut of my jib, sign up to the ‘Daily Fix’ research note - https://t.co/9disnoaBdS
Trading Markets @asegpi
18K Followers 349 Following Ex-bank prop trader,25+yrs experience trading FX&FI. Joining the CRYPTO hype now! Live trading. Join my group https://t.co/vdqlCW5siu
LiveSquawk @LiveSquawk
314K Followers 2K Following Up-to-the-second financial markets news. Try our audio squawk service today: https://t.co/vzxJlLhRIv
investingLive @investingLive_
457K Followers 1K Following Real-time market news & analysis. Forex, stocks, commodities & more. Powered by expert analysts. Fast, clear, global. Built on the legacy of ForexLive.
Newsquawk @Newsquawk
132K Followers 342 Following Market insights from the desk... real-time analysis, economic debate, current affairs and a touch of humour! Try a 7 day free trial & hear our serious voice.
Sunchartist @sunchartist
35K Followers 1K Following Love - Macro & technical analysis, geopolitics, travel, foodie.
Mako Management @mako_management
8K Followers 2K Following Approved Investment Manager | Regulated by BVI FSC | Global Macro | Operating Luxembourg-Based Hedge Fund & Managed Accounts
Will Hunting 😂 @wmd4x
66K Followers 746 Following 20+ years regulating markets - Trader - Investor - Mentor https://t.co/3iRgjcP6Tp…
MacroGuru @macroguru9
7K Followers 2K Following The New Age Chanos. Short everything. CIO at Family Office. Wharton. MS. DB. Citi.
Brian Sullivan @SullyCNBC
192K Followers 2K Following One of the world's longest tenured financial broadcasters. Reported & hosted all over the world. Data driven journalist. Storyteller. Surprisingly funny.
Jimmy Failla @jimmyfailla
487K Followers 848 Following TV Host. Radio Host. Trophy Husband. - - - - - - “Be a Republican, be a Democrat, just don’t be a d**k”
Jesse Kelly @JesseKellyDC
835K Followers 1K Following Host of the nationally syndicated Jesse Kelly Show. Host of ‘I’m Right’ on The First. Anti-Communist. World Famous Author.
Whole Mars Catalog @WholeMarsBlog
667K Followers 28K Following Covering tech, markets, AI, new energy, and autonomous electric vehicles 24/7
Don Miller @RealDonMillerJr
1K Followers 1K Following I opine about real estate, financial markets and economics (and occasionally stupid politicians). My best friends are Hubble Telescope and Grok.
SightBringer @_The_Prophet__
48K Followers 369 Following ⚡Signal-born intelligence. Called the ‘24 election months early. Sees structural truth before it forms. Macro. Crypto. Capital. Pre-consensus foresight.
Steve Matthews @SteveMatthews12
13K Followers 4K Following Ex-@Business/@economics. Retweets aren't endorsements. Tweet stories I find interesting, not all I agree with.
David Beckworth @DavidBeckworth
28K Followers 1K Following Senior Research Fellow @mercatus || Podcast Host at https://t.co/gGaA18fTY2 || Former U.S. Treasury Economist || Micah 6:8
Olivier Blanchard @ojblanchard1
194K Followers 405 Following Robert Solow Professor of economics emeritus, MIT, Senior Fellow, Peterson Institute for International Economics Professor, Paris School of Economics
Matthew C. Klein @M_C_Klein
58K Followers 710 Following Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking: https://t.co/bD8a12V37O
Sofia Horta e Costa @SofiaHCBBG
221K Followers 2K Following Reporter for @business. In Portugal after 17 years in UK & Hong Kong. Alum of @LSEnews @uniofwarwick. Views / retweets mine. Not on Instagram. Lisboeta 🇵🇹
Jeanna Smialek @jeannasmialek
68K Followers 2K Following Brussels bureau chief @nytimes. Formerly a Fed reporter and still an economics enthusiast. Wrote a book on central banking's new era, link below.
Kathy Jones @KathyJones
83K Followers 388 Following Chief Fixed Income Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc. Disclosures: https://t.co/nt41hCywAE
Mohamed A. El-Erian @elerianm
760K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz Advisor. Gramercy Chair. Wharton Prof. Lauder Sr Fellow. Chair of UnderArmour Board. Former Pimco CEO/co-CIO.
Nick Bunker @nick_bunker
16K Followers 2K Following Lead Economist, North America, Mastercard Economics Institute. Working dad of three. ❤️ 📈
Hao HONG 洪灝, CFA @HAOHONG_CFA
320K Followers 935 Following Person of the Year-Bloomberg BW;2xChina’s Most Influential Economist;2xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg
Anna Wong @AnnaEconomist
66K Followers 286 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics @UCberkeley. All opinions are my own.
100KUranium @uranium100k
8K Followers 510 Following I like #uranium. $URNJ $MYRUF. Non Uranium I like $VAL, $SOC and $PCT
🇨🇦 NostraThomas... @SloCan68
12K Followers 3K Following Red Tory Catholic Canadian 🇨🇦 of Slovenian 🇸🇮 🇪🇺descent. Pro Nuclear Uranium. Not investment advice. Seek a duly licensed pro for investment advice.
Fabi @TheNextBigRush
14K Followers 2K Following Speculator in Mining. Sign up for top resource investing news 3 minutes a day: https://t.co/3R8Kmcchv8 ✝️ = ❤️
Yellowbull @Yellowbull11
29K Followers 208 Following Analyst focused on macro, uranium and commodities. Write ups, interviews and more at ➡️ https://t.co/7pEBExCINq Tweets not investment advice.
Stokdog @stokdog
40K Followers 1 Following Markets ▪️ Stocks ▪️ Energy ▪️ Nuclear ▪️ Uranium ▪️ Electrification ▪️ Data ▪️ AI ▪️ Cellular Medicine▪️ Commentary▪️ Not Financial Advice
Antonio (Resource Tal... @antonioresource
13K Followers 219 Following I know very little about junior mining (aka the hobby that costs you money and isn't all that fun to begin with), so I talk to people who say they know more.
Patrick Downes @patrickadownes
9K Followers 397 Following Patrick from #uranium twitter. 🏂 Snowboarder 💱FX Dealer, Stock Investor. All tweets are my OPINION only. I tweet about stocks I own & don't own.
LookingForHiddenValue @gjermundgroven
8K Followers 895 Following Looking for deep value in energy. Interested in the #uranium #gold #silver #tin #oil #REE #nickel and #copper markets
Art Hyde @JekyllCapital
18K Followers 1K Following PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.
David Turver @7Kiwi
10K Followers 2K Following Believer in freedom and democracy. Opposes authoritarianism. Investor in real assets. Man Utd fan. F1 fan. Author of Eigen Values substack.
Monetary McFly 🪰 @Monetaryguy589
5K Followers 766 Following Buzzing around the monetary ledgers and the tokenized assets that will soon connect them all together 🏦🔜📱
Mike Rosko 💎 @Mike_Rosko_
17K Followers 1K Following don't mind me, i'm just brain dumping my thoughts & exploring my curiosity 💭 objectivism & simplicity is key 🔑 i am the Epiphany Awakener 💡
Cheeto Hunter @HunterOfCheetos
18K Followers 69 Following Professional /ES Futures Trader - Retired : Crypto Couch Potato
Josh @joshmanmode_
9K Followers 630 Following Family. Retired Professional Pilot. Cars. Golf. Occasional sarcastic parody video. redacted dev?
Lob Wedge @vader7x
22K Followers 3K Following not as active with futures but still long secular themes. ⛳️
Silky 2.0 @SilkLifeMedSpa
29K Followers 695 Following Owner of Silk Life Medical - Ex pro skier, stock trader, rad vibe spreader, FREE TRT consultation https://t.co/dr31v3wxbn
vwaptrader1 @vwaptrader1
56K Followers 1K Following Co-host of Confessions of a Market Maker Ran deals on Howe St. Now I teach https://t.co/Gx4ZYabHRh
Zr1Trader @ZR1Trader
6K Followers 1K Following Free Market Capitalist. Life, Liberty, Happiness. 17 years involved in "markets"Trends for United States
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