Mo @PersianMacroGuy
Living the island life as a macro trader on the beaches of Puerto Rico. Past life: engineering at Google and Facebook. Isabela, Puerto Rico Joined June 2009-
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Merc 🙏
Thank you! Always appreciate your posts!
Welcome to my new account, PersianMacroLady!
Welcome to my new account, PersianMacroLady! https://t.co/Ap8Imq5kk1
Thanks Florian! 🙏
I'm right twice a day and I still can't get to 2000 followers 🤷♂️
I'm right twice a day and I still can't get to 2000 followers 🤷♂️
If you're paying more attention to what Powell says today than the inflation and yields, you're not a serious person
If you're paying more attention to what Powell says today than the inflation and yields, you're not a serious person
No rate cuts needed $LC
do we ever stop and think for a moment what has happened to all the analysts that have jumped back in the queue?
Quick update on $LC vs $SOFI PL business after the earnings: $LC has grown originations faster and guided to morr growth next quarter and a ramp up in the second half of the year. $SOFI originations grew slower qoq and expected to decline next quarter.
Quick update on $LC vs $SOFI PL business after the earnings: $LC has grown originations faster and guided to morr growth next quarter and a ramp up in the second half of the year. $SOFI originations grew slower qoq and expected to decline next quarter.
The decline in $SOFI stock post earnings shouldn't be a surprise to anyone who saw the redflags I raised in March. (But really in the last year+) @BankingIp @StockMarketNerd @DataDInvesting @JonahLupton @siyul @jevgenijs @ramahluwalia
The decline in $SOFI stock post earnings shouldn't be a surprise to anyone who saw the redflags I raised in March. (But really in the last year+) @BankingIp @StockMarketNerd @DataDInvesting @JonahLupton @siyul @jevgenijs @ramahluwalia
Exiting half of my $TSLA position Your job as a trader is to either understand something the market is missing about the fundamental business Or Anticipate a narrative/sentiment shift about the story. Not all narratives stick (humanoid robot) but some you have to pay attention to…
Exiting half of my $TSLA position Your job as a trader is to either understand something the market is missing about the fundamental business Or Anticipate a narrative/sentiment shift about the story. Not all narratives stick (humanoid robot) but some you have to pay attention to…
Nubank earnings coming up soon. 3 out of the last 3 time I predicted Nubanks revenue closer than consensus. 2 out of 3 times, closer than any analyst on the street. For Q1, I expect revenues to come in at above 2.7 billion fxn. Consensus analyst expectations are at 2.49 billion…
Nubank earnings coming up soon. 3 out of the last 3 time I predicted Nubanks revenue closer than consensus. 2 out of 3 times, closer than any analyst on the street. For Q1, I expect revenues to come in at above 2.7 billion fxn. Consensus analyst expectations are at 2.49 billion…
Last June I predicted that BoJ will lose to the markets. With 0 inflation, BoJ was all powerful. Now Japan is in a currency crisis. Yen devalution feeds the inflation genie. The genie is now more important than BoJ There is only one way to rescue the currency
Last June I predicted that BoJ will lose to the markets. With 0 inflation, BoJ was all powerful. Now Japan is in a currency crisis. Yen devalution feeds the inflation genie. The genie is now more important than BoJ There is only one way to rescue the currency
Even if it's because of an earnings slowdown
If you're ultra-bullish on equities right now, you're making a macro call on goldilocks: continuation of disinflation and solid economic growth; just like if you were making a bearish bet last november, you were making a macro call on a recession. Macro calls sometimes payoff but…
If you're ultra-bullish on equities right now, you're making a macro call on goldilocks: continuation of disinflation and solid economic growth; just like if you were making a bearish bet last november, you were making a macro call on a recession. Macro calls sometimes payoff but…
Brazil always sells off when inflation goes up in the US as reais devalues. But given the huge trade surplus and the strong fundamentals, it quickly recovers. Brazilian equities are trading based on old paradigmes and politics of people. I've added to my $NU and $MELI positions
Bought near the bottom and sold near the top.
Did they extend the tax season this year?
Out of copper. I want to thank everyone, especially the recessionists of the last few years for giving me these opportunities 🙏
Out of copper. I want to thank everyone, especially the recessionists of the last few years for giving me these opportunities 🙏
Easy money made! Out of the trade!
Ali Rezapour @MacroRezapour
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🌭
Follow all three plus me.
Follow both 👇
I've seen @PersianMacroGuy have some very good ideas and recommend you follow him if interested in markets
محمد از افرادیست که که من همیشه دوست دارم نظراتشو بشنوم اگه استاک ترید میکنید حتما فالو کنید.
I'm right twice a day and I still can't get to 2000 followers 🤷♂️
@PersianMacroGuy if this was your profile from the start you'd have more followers than Walter Bloomberg
Follow my fellow Persian here.
I'm right twice a day and I still can't get to 2000 followers 🤷♂️
I'll follow... you should have more follows
I'm right twice a day and I still can't get to 2000 followers 🤷♂️
@PersianMacroGuy I think this is more about fluffly feel good content and not the uncomfortable truths. Truth doesn't drive followers I have found. :)
@PersianMacroGuy Those are different objective functions) to get subs faster you need to advertise $SOFI, then complain how unfair the market is)
@PersianMacroGuy I read a funny paper on “finfluencers” that concluded that negative alpha gets more followers.
@PersianMacroGuy You post some very good stuff!
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