I remember when some pretty large accounts on here were pushing the China “reflation” trade coming out of the pandemic 18-24 months ago.
When almost no developers, banks or investors have written down their losses, you are nowhere near the bottom. 👇🏼
I remember when some pretty large accounts on here were pushing the China “reflation” trade coming out of the pandemic 18-24 months ago.
When almost no developers, banks or investors have written down their losses, you are nowhere near the bottom. 👇🏼 https://t.co/Jh1Wv5Z5I3
Expectations Index (consumers’ short-term outlook for income, business, and labor market conditions)
minus
Present Situation Index (consumers’ assessment of current business and labor market conditions)
Has never been this low without already being in a recession. 👇🏼
This is why all those Ivy League students don’t know history, geopolitics, critical thinking or, you know…facts. 👇🏼
Tenure doesn’t protect faculty from criminal activity. Get rid of them.
This is why all those Ivy League students don’t know history, geopolitics, critical thinking or, you know…facts. 👇🏼
Tenure doesn’t protect faculty from criminal activity. Get rid of them.
Everyone is always yammering about GDP numbers, forecasts, etc, but hardly anyone talks about the massive debt that’s required to produce the measly economic growth we currently have. 👇🏼
While thoroughly debunking the risks of the Dollar losing it’s status as the Global Reserve Currency, Michael also effectively negates the idea that now is a good time to get back in and go long Chinese stocks, despite China/HK stocks poor performance. 👇🏼
While thoroughly debunking the risks of the Dollar losing it’s status as the Global Reserve Currency, Michael also effectively negates the idea that now is a good time to get back in and go long Chinese stocks, despite China/HK stocks poor performance. 👇🏼
Many dismiss the idea that it’s possible that we’re already in a recession. Those that do, don’t understand how lagging the NBER declarations of official recession are, nor understand how the current data the BLS produces are only estimates.
After the first 3 months of initial…
“This committee that advisors the Treasury is made up of the largest market participants around including various hedge funds that are very actively participating in UST basis trades which have become all the rage.” 👇🏼
“This committee that advisors the Treasury is made up of the largest market participants around including various hedge funds that are very actively participating in UST basis trades which have become all the rage.” 👇🏼
1K Followers 136 FollowingThere is no such thing as getting something for nothing or sitting on your ass. If you want to be greedier than others, please be more attentive than others
682 Followers 3K FollowingI am the Resistance, I am the Guardian. I am Free Will. I am Natural order. I am Nuclear family. I am Peace.I am Void of all Demonic-Woke NWO-CCP-NAZI Nonsense.
315 Followers 1K FollowingSearching the market's vast expanse.
Finding trends with just a glance.
A humble trader, searching the sea.
Riding the waves of the economy.
555 Followers 376 FollowingUnbiased data reporting and Independent research/ analyst with experience in Communications, Logistics, Energy, and Politics. I seek, you decide.
13K Followers 1 FollowingA resource from the nonpartisan Legislative Analyst's Office (@LAO_CA). Focused on California's economy and the tax revenues it generates. #CABudget #CAEconomy
222K Followers 584 FollowingI write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
92K Followers 6K FollowingCurious on how behavioral fallacies challenge financial markets (and cryptos). Always learning new things, getting to know new people, and having a bit of fun.
506K Followers 515 FollowingOfficial X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
18K Followers 5K FollowingPioneers In Independent Economic Analysis Located In London. Tweets not financial advice.
The Daily RAG Trader (FREE TRIAL): https://t.co/wQ2NVqm9yk
2K Followers 2K FollowingOncologist and TCU faculty. Opinions are mine alone. @texaskittology for the cool cats. Go Cowboys, Rangers, Mavs, Hogs and Frogs.
27K Followers 450 FollowingAn Internet Enigma | Chief Economist @macroedgeres | Inspiring People Daily | Macro Data & Commentary | Common Sense Advocate *parody
167K Followers 2K FollowingHope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
395K Followers 1K FollowingMacro 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
6K Followers 409 FollowingHost of the Money Happy Hour Podcast. Follow for the morning motivational message, stay for insightful investing content and the occasional attempt at humor
48K Followers 2K FollowingI'm here to learn and hopefully help retail investors protect & grow capital.
Not investment advice. Do your own research.
Also fishing. Fishing is good.
7K Followers 1K FollowingCEO & Co-Founder @spectacles_gpt | Founder @decotiis_data | Opinions are my own and DO NOT constitute investment or legal advice | I keep the receipts 🧾
9K Followers 4K FollowingA simple, unbiased and trusted tool for traders and investors to follow the directional bias and signals of credit spreads at https://t.co/n0jzXFdQCL.
595K Followers 144 FollowingChief Market Strategist @ Creative Planning
Investor | Writer | Reader | Thinker
Trying to become a little wiser every day.
496K Followers 70K FollowingLawyer, legal commentator, fighter for democracy. Prosecuted Trump University @ NY AG. Commentator @ MSNBC, CNN. Author of the new book TAKING DOWN TRUMP.
75K Followers 766 FollowingCompounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
134K Followers 1K FollowingGlobal market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
138K Followers 2K FollowingCIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
134K Followers 331 FollowingDampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
140K Followers 264 FollowingSpeculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
89K Followers 837 FollowingPhilanthropist. Finance, economics, public policy, neuroscience, genomics, and a 6-string. Realistic optimist often mistaken for prophet of doom.
31K Followers 1K FollowingEconomist, Global Strategist & uber bear. High point of 40y career in The City? Invented the term "Noddynomics". Surely there's more! https://t.co/ViMVXdMAwn