Whitney Baker @TotemMacro
Founder & CIO, Totem Macro. Flows-based uncorrelated Global Macro alpha, lovers of linkages, scotch egg enthusiasts.Keep calm & jamon.Not advice (except jamon). totemmacro.com Joined September 2020-
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Wise words from my other half
How to know if a currency is collapsing…
‘I love private property, and let me tell you something, if you care about your fucking country, read Ludwig Von Mises and the 6 lessons of the Austrian Economic School, motherfuckers!’ - @moicanoufc 🔥 Best post-fight interview of all time?? Safe to say the Overton window has…
Look at this idiot. 🤦🏻♀️
Larry a few months back for posterity 👇
See!
It will be extremely important to watch if a depreciating dollar joins these two
It will be extremely important to watch if a depreciating dollar joins these two
Because this sort of thing known to work so well across the emerging world…embarrassing.
Because this sort of thing known to work so well across the emerging world…embarrassing.
Whenever the gold starts moving East, bad things follow
Whenever the gold starts moving East, bad things follow
Forecast: In the future when we have a new lexicon they won’t understand why the same admin passed both the “Inflation Reduction Act” and the “Shrinkflation Prevention Act”.
Forecast: In the future when we have a new lexicon they won’t understand why the same admin passed both the “Inflation Reduction Act” and the “Shrinkflation Prevention Act”.
Thanks for having me @JTLonsdale !
Thanks for having me @JTLonsdale !
Meta-macro here, sure. But…if you spend your life acting just like everyone else, how do you expect to generate exceptional outcomes?
Whitney Baker (@TotemMacro) shares the issue the Fed is facing.
Always a pleasure, @MebFaber !
Tomorrow on The @MebFaber Show Podcast @TotemMacro is back 👀
How’s this for a sense of destiny — when he was 16 years old in 1890, Churchill wrote this to a friend:
Not only are there some people who believe this, the market is *priced* for exactly this outcome.
Not only are there some people who believe this, the market is *priced* for exactly this outcome.
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Jens Nordvig 🇩🇰.. @jnordvig
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contrarian 8888 @contrarian8888
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129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
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259K Followers 3K Following Journalist, writing on Turkey and occasionally on the region. E-mail: [email protected] Türkçe için: @ragipsoyluTR
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41K Followers 351 Following Memorializing Eastern Roman civilization and the city of Constantinople. Follow and turn on notifications for academically sourced “Byzantine” history!🇺🇸/🇬🇷
greg @greg16676935420
804K Followers 525 Following im greg I like football and stocks and my birthday im from kentuckey. I'm a investor. I like to golf at the golf course @gregmultiverse • subscribe for $1 ⤴️
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279K Followers 12K Following Posting the most beautiful & adorable Pictures, videos of all Puppies 🐶. WE OWN NO CONTENT POSTED. ALL CREDIT GOES TO RESPECTED ORIGINAL OWNER. dm for removal
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5.2M Followers 209 Following Daily history lessons. Education through memes!
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eco sister @hiitaylorblake
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@TotemMacro I think it was mostly the profile photo that made me think you were a shit-poster. Obviously I was not giving proper respect to cookies. Big Oreo fan here.
@TotemMacro @GringoInvesting On that note, I sent you a TotemMacro email via website requesting pricing data. Reply pls ty! Or DM
@TotemMacro @GringoInvesting You don’t do that as much anymore! The macro linkage violators have been running amok! Milkshake theories of all sorts, everywhere 😂
Most of history had and still most of the world has “might makes right” as the axiomatic error. If any thought is given to it, you should obviously consider morality in the absolute! Deeds done determine good or bad, not whether one party is stronger or weaker than the other.
Investing quote of the day via @danariely:
i’m watching dune 2 (now streaming) but in a more cultured, nuanced way than you
Glad to see the FTC is blocking the merger of Coach and Michael Kors on antitrust grounds. Consumers like myself who buy handbags from the outlet mall must be protected from oligopolistic industry concentration
wow can’t wait
The New York Stock Exchange is polling participants on the possibility of being able to trade stocks 24/7, per FT
Yes, don’t trade nickel on the LME
@CliffordAsness Any suggestions for an aspiring quant trying to work in the metals mining space? x.com/sempervigilant…
"It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change." ~Charles Darwin Life is movement; stasis is death. fs.blog/the-red-queen-…
Hey guys so who’s ready for the Fed to pivot on their pivot of the pivot tomorrow?
Beautiful takedown of The Economist by Singapore's Home Affairs and Law Minister K. Shanmugam.
@TotemMacro This new video from Russell Napier is pure gold….and I he agrees with you about bonds. youtu.be/S5NA0nS2o-8?si…
This looks badass, but these Star Trek-style mission control centers at hedge funds aren’t for operations. They’re a marketing tool. It’s all for impressing LPs. When the investment committee of the East Ballsville Teachers’ Retirement Fund visits the office, Prescott, the IR…
apparently this is a picture of citadel’s risk center. it made me think of an alan kay talk where he discusses how big missions, like going to space, have a “mission control room” where the entire mission is managed & yet it’s rare to find businesses w their own “mission control”
I’m on a bus in Spain and my grandma made me a sandwich with jamón ibérico for the ride. The man next to me, a man from Morocco, told me that I shouldn’t eat that next to him because his religion does not allow for him to eat pork. ….REALLY?!?!? We are in España! The…
If I ever need a combination bodyguard / Econ tutor I have found my man.
"If you care about your fucking country, read Ludwig von Mises and the six lessons of the Austrian economic school, motherfuckers." - @moicanoufc
What would be your job in the US total war economy of 2024? I’d be a crystal stone healer, rehabilitating injured drone pilots with quartz and agates
Maybe that 1953 Iranian coup was a mistake.
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