Michael W Crook @Realmwc

Man of the fairway. Chief Investment Officer at Mill Creek Capital Advisors. https://t.co/oNydvEIC9c Philadelphia, PA Joined November 2014

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Conor Sen @conorsen

2 months ago

Chart of the day/week/month/quarter.

RenMac: Renaissance Macro Research @RenMacLLC

2 months ago

Chart of the day/week/month/quarter.

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Michael W Crook @Realmwc

2 months ago

PE finally figured out how to get paid for buying instead of having to wait and get paid for selling. wsj.com/finance/invest…

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David Beckworth @DavidBeckworth

2 months ago

Don’t worry, we will. It may be, though, an inflation tax!

Martha Gimbel @marthagimbel

2 months ago

Don’t worry, we will. It may be, though, an inflation tax!

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Michael W Crook @Realmwc

4 months ago

We're asking a lot from foreign private investors.

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@typesfast I'm 60% through @edwardfishman's Chokepoints right now and it's a fantastic history of the post-WWII century from the lens of the US Dollar. I thought I mostly understood the key events that shaped how we got to now. I was way wrong.

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Ben Hunt @EpsilonTheory

4 months ago

Growth scare is over. Inflation scare begins.

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Michael W Crook @Realmwc

4 months ago

How many people have been saying that we're headed for a recession over the last 6 months, or that April was clearly the last straw to send us there? This isn't a defense of recent economic policy, just a statement that most people should be more modest in their views.

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Michael W Crook @Realmwc

5 months ago

What had we created? Like Franklin said, "A good economy, if you can keep it."

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Michael W Crook @Realmwc

6 months ago

S&P and EAFE are in a dead heat over the last 3 years.

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Geiger Capital @Geiger_Capital

6 months ago

Trump’s team did actually spend weeks calculating the true reciprocal tariff rates for each country, and then he just decided not to do that anymore and based it on trade deficits. Absolutely absurd.

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Michael W Crook @Realmwc

7 months ago

My FOMC commentary:

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Atlantic Council @AtlanticCouncil

7 months ago

“If we had the type of sanctions planning that the Pentagon has for military planning, I think we would have been much more effective at potentially deterring Putin from invading Ukraine,” says @edwardfishman at the Atlantic Council.

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George Selgin @GeorgeSelgin

7 months ago

For the whole story of the banking crisis and “holiday,” and a whole lot more that you may not know about the Roosevelt administration’s contribution to ending the Great Depression, look here: amazon.com/False-Dawn-Rec…

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Michael W Crook @Realmwc

7 months ago

One way to view the recent market decline is that we've simply retraced back to late September/early October, which happens to be when the prediction market odds for President Trump went over 50%. Great expectations, unwound.

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Michael W Crook @Realmwc

7 months ago

Our weekly commentary, "Seriously and Literally." millcreek.com/perspectives/s…

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Eddie Fishman @edwardfishman

7 months ago

"Chokepoints" made the New York Times bestseller list! I’m deeply grateful to everyone who made this possible—your support means the world to me. I can’t wait to share the book with even more readers in the weeks and months ahead

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Michael W Crook @Realmwc

7 months ago

The first 30 trading days of Trump's second term have seen the worst underperformance for US equities since Nixon's second inauguration.

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Niall Ferguson @nfergus

7 months ago

This is the must-read book of the month for me: Eddie Fishman's "Chokepoints." Those who write about war and geopolitics for a living are generally poor at economic warfare. This book is a great place to start. Great work, @edwardfishman.