Main St Macro @MainStMacroEcon
@columbia_biz MBA. Macro junkie. Solving for how Washington can put Main Street first. Miami, FL Joined December 2024-
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This actually makes me feel slightly better about Nvidia’s positioning. I’m bearish on Nvidia in the short term, but it’s always good to think out the bull case. ~3.65% of earnings for the sp500 is much higher than I would’ve thought. Bull case is that we’re still early in AI.…
This actually makes me feel slightly better about Nvidia’s positioning. I’m bearish on Nvidia in the short term, but it’s always good to think out the bull case. ~3.65% of earnings for the sp500 is much higher than I would’ve thought. Bull case is that we’re still early in AI.…
🚨July Redfin Results Are out and it's not just FL and TX...CA, CO and AZ say hello 👋 M3 Cities=85 cities I track
Trump canning the head of the BLS may work out for America. We won’t be able to trust the NFP report anymore, and we’ll likely have to start relying on the ADP report, which is a better view of private/productive jobs
Liberation day tariffs were 25%. That means it’s a 40% discount including a 550B investment. For countries that can’t invest a half T, does their reciprocal tariff rate only drop by 20%? More than in would’ve thought
Liberation day tariffs were 25%. That means it’s a 40% discount including a 550B investment. For countries that can’t invest a half T, does their reciprocal tariff rate only drop by 20%? More than in would’ve thought https://t.co/aNDBPLobA6
Personally, I don’t know if inflation will shoot higher or remain muted, but gut says recent retail sales numbers tell you what you need to know about consumer spending. As earnings ramp up, it will be interesting if this trend continues
Personally, I don’t know if inflation will shoot higher or remain muted, but gut says recent retail sales numbers tell you what you need to know about consumer spending. As earnings ramp up, it will be interesting if this trend continues
You do not want your interest rates at 4.25% when your economy is slowing. Payrolls FELL by >100k in May. GDP is contracting. UK is in for some pain and a global slowdown is on the horizon. Yet stocks at ATH 🧐 These global trends will not just impact foreign countries…
You do not want your interest rates at 4.25% when your economy is slowing. Payrolls FELL by >100k in May. GDP is contracting. UK is in for some pain and a global slowdown is on the horizon. Yet stocks at ATH 🧐 These global trends will not just impact foreign countries… https://t.co/dE30O3yqnz
The last time ADP was negative (March 2023), the NFP ultimately printed just +85k (revised down from a +236k first look) @tEconomics
This plane is like the economy… stalled
What this obbb piece of trash legislation is telling me is that the main difference between this administration and the previous administration is that this administration has less DEI, more crypto, and a more secure border. That’s about it. Spending is still out of control
Amazon, a very reliable client in America, is your tenant. And you still default. Probably fine
Amazon, a very reliable client in America, is your tenant. And you still default. Probably fine
Before the end of the year, the the labor market is going to collapse and the housing/debt bubble is coming crashing down with it
Before the end of the year, the the labor market is going to collapse and the housing/debt bubble is coming crashing down with it
Representative Rashida Tlaib just said: “There are too many war mongers in Congress. Many profit financially sending our children to wars. Many are drooling at the opportunity to help defense contractors.”
In the coming weeks, please keep in mind that Iran is a nation of 90 million people — many of whom hate this regime as much as anyone — full of kids like this:
In the coming weeks, please keep in mind that Iran is a nation of 90 million people — many of whom hate this regime as much as anyone — full of kids like this:
The Top 1% of U.S. earners now have more wealth than the entire middle class
The reason Core CPI is still elevated is because of Shelter, but Shelter is coming down fast. New Tenant Rent Index turned negative in Q1 Once the lagging Shelter CPI number catches up with the real time rent numbers, CPI will be low The @federalreserve is behind the ball
Today, I am introducing my Progressive Deficit Reduction Plan to lower deficits by over $12 trillion. Every member should have a calculator & show their plan. Mine calls for modernizing the military, eliminating Medicare Advantage upcoding, ending fossil fuel subsidies, taxing…
AdelaideHarold @WrKrbrob9W8d85
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Justin Slaughter. @JBSDCD
21 Followers 169 Following VP, Regulatory Affairs @paradigm. Prev. Senior Adviser @secgov & Chief Policy Adviser @cftc. Alum of @NRDems, & @SenMarkey. Carbon-based.
Kevin Gordon @KevRGodon_
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Hanna.M 🇺🇸 @ItsHannaMoore
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Amy @mango_IOOO
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Spencer Hakimiann @SpenceHakimainr
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Essie @RoasheaWcM
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KristinSymons @UF30c9xw93UDGC4
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David Rosenberg @EcongguyRosie_
234 Followers 5K Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
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Randy Woodwad. @TheBodFreak_
21 Followers 370 Following Bonds 30+ years. Bloomberg ‘88 to ‘95. Leadville Trail 100 MTB!!
Daisy @Daisyhsy
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Liesel @740CPpL0wk0Q3Z
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Yfrogarb @Yfrogarb312423
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nabeel abdoula @NAbdoula
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Jon Hartley @Jon_Hartley_
18K Followers 20K Following Macro/Labor/Finance; @HooverInst Policy Fellow @Stanford Econ PhD(c) @UT_Civitas @FREOPP @Mercatus @MLInstitute @CapAndFreedom @EconClubofMiami
TanzenImSchnee @6D19RPs40QcXQg
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Maria @MariaSvensson21
440 Followers 487 Following Loves exercising, the beach, hiking outdoors, dogs, watching the news, and learning new things
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699 Followers 600 Following Love music, love fun, love camping. Love working out at the gym. We believe that we should all leave a better impression on the world after we die
Bob way @Bob_Way001
869 Followers 3K Following One-on-One Zoom Coaching / Ripple News reporter. I’m here on Twitter today to help, mostly on TikTok. sharing insights about the world Reset
Victaurs @victaurs
5K Followers 2K Following We cover macro, fintech, banks, credit, crypto and spot the turns before they’re public. The sharpest desks already read us, they just don't say it out loud.
Andreas Steno Larsen ... @AndreasLSteno
314 Followers 4K Following CIO @ Steno Global Macro Fund + CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision
ML_Stocks🇺🇸 @Orklauuimi4070
30 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
Maple @NGuwMam3Bd7lq
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Darth Powellvn @LeguizamonIvan
926 Followers 5K Following Housing market savant Libertarian Free Market Capitalist "Show me your feelings on this fucking chart"
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41 Followers 2K Following Momentum Options Trader, not a financial advisor. All tweets are opinions and not a signal to buy
Capital Misallocation @BenBrey
9K Followers 671 Following The Jim Morrison of Finance, Macro, & Markets but also love Memes / Music / Philosophy / Art & 🇺🇸 🇵🇹 🇮🇹
Elliott Wave Internat... @elliottwaveintl
46K Followers 338 Following EWI is the world's largest market forecasting firm providing forecasts of every major financial market in the world. https://t.co/emSJdPTBzi
Gregory Daco @GregDaco
19K Followers 2K Following Chief Economist @EYnews, @EY_US, @EY_Parthenon. Previously Chief Economist @OxfordEconomics, @IHSMarkit. Father of 3. Husband of 1. 🇺🇸 & 🇧🇪. Views are mine
Macro Charts @MacroCharts
183K Followers 952 Following 30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
Mikael Sarwe @MikaelSarwe
34K Followers 447 Following Head of Nordea Equity Strategy. In grey zone between macro & market strategy. If you can't show it in a chart then it's not true. Views are my own.
Matthew Berry @MatthewBerryTMR
1.2M Followers 5K Following 🏈 for @nbcsports NYTimes Best Selling Author of Fantasy Life, @mbfantasylife @glchop Highest grossing actor all-time (on a per movie basis). Girl Dad.
DCP @Dcpcooks
21K Followers 1K Following Dad & PaPa, Ex CME local, Eurodollar guy, MBS during the GFC. Small biz owner
Jon Hartley @Jon_Hartley_
18K Followers 20K Following Macro/Labor/Finance; @HooverInst Policy Fellow @Stanford Econ PhD(c) @UT_Civitas @FREOPP @Mercatus @MLInstitute @CapAndFreedom @EconClubofMiami
Economic Club of Miam... @EconClubofMiami
1K Followers 816 Following The Economic Club of Miami fosters meaningful networking among business leaders connected to Miami while providing thought leadership on important issues.
Paul Triolo @pstAsiatech
29K Followers 1K Following Unflinching look @ nexus: tech/geopolitics. Digital Econ, Semis, AI, Greentech, Partner, China/Tech Policy Lead DGA ASG, ASPI CCA. Substack: AI Decrypted
Justin Slaughter @JBSDC
14K Followers 6K Following VP, Regulatory Affairs @paradigm. Prev. Senior Adviser @secgov & Chief Policy Adviser @cftc. Alum of @NRDems, & @SenMarkey. Carbon-based.
Mel Mattison @MelMattison1
16K Followers 373 Following Investor, author, and former fintech executive with 20+ years in the biz. Duke MBA. Financial Philosopher. Not financial advice.
Definitely Not The Gi... @lazyvillager1
42K Followers 487 Following MF PE investor sharing views cross-assets (crypto/eq/credit) | Key pieces in highlights | Comments =/= investment advice | Subscribe: https://t.co/M3ZJx4ZSnJ
Oliver Rakau @OliverRakau
10K Followers 583 Following Chief Germany Economist and ECB commentator @OxfordEconomics. All views very much my own.
Remz @Remzztrades
59K Followers 99 Following Momentum Options Trader, not a financial advisor. All tweets are opinions and not a signal to buy
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67K Followers 3K Following Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."
Andrew Ross Sorkin @andrewrsorkin
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300K Followers 225 Following Official Twitter account for Squawk Box's Joe Kernen.
Wasteland Capital @ecommerceshares
119K Followers 392 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Donald Schneider @DonFSchneider
7K Followers 1K Following Deputy Head of US Policy at Piper Sandler. Tweets on public policy and the economy. Formerly Chief Economist @waysandmeansgop. Personal views only.
Tyler Neville @Tyler_Neville_
14K Followers 5K Following Macro & Market Structure, Husband, Dad of 3 boys (expert in arbitration of toy disputes) Weekly Macro Podcast @ForwardGuidance
Mike Bird @Birdyword
98K Followers 2K Following Wall Street editor @TheEconomist. Money Talks pod co-host, Buttonwood column co-author. Just a lad from Leeds with a lust for markets, economics and history.
Kakashii @kakashiii111
19K Followers 1K Following Attorney | Due Diligence and Red Flags | Semiconductors and the Magnificent 7 | Geo-Politics and Technology focusing on China | [email protected]
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173K Followers 7 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
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Demetri Kofinas @kofinas
38K Followers 323 Following I get you access to the people & ideas that matter so that you can learn to build financial wealth and always stay ahead of the curve | Host of @HiddenForcesPod
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30K Followers 5K Following Executive Director - @employamerica https://t.co/tKsuuvVYoc @skandaamarnath on other sites. RTs/likes != endorsements. Charitable interpretation advised
Luke Kawa @LJKawa
25K Followers 3K Following The OG tattooed golden retriever. Proud mini-poodle papa. Rocking chair enthusiast. Markets @sherwood_news. Personal feed.
Conor Sen @conorsen
101K Followers 298 Following Columnist for @opinion. Here and on Bl*esky also at @conorsen. The future is a policy choice.
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The Market Ear @themarketear
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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.
Quinn Thompson @qthomp
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Peter Berezin @PeterBerezinBCA
40K Followers 578 Following Chief Global Strategist and Director of Research @bcaresearch Formerly with Goldman Sachs & IMF
mediocrebuysideanalys... @volisdead
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Pippa Malmgren @DrPippaM
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44K Followers 516 Following Bond market veteran: +25yr on sellside & buyside focused on rates, credit, USD funding, Fed & global macro. My tweets are opinions, not advice! RT≠endorsements!Trends for United States
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