WeakConqueror @WeakConqueror
Veni, vidi, weaki Naruto Joined February 2024-
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When you strip away the noise, the market’s message is simple: “We believe inflation isn’t going away, and paper money is the risky asset.” That’s a profound shift from the post-2008 world, where the fear was deflation and liquidity.
🇫🇷 While Macron's resignation for now remains much less likely than fresh parliamentary election, more people on the centre-right are suggesting early Presidential election. See also Attal's comments from yesterday evening. This would be the real problem for OATs
🇫🇷 While Macron's resignation for now remains much less likely than fresh parliamentary election, more people on the centre-right are suggesting early Presidential election. See also Attal's comments from yesterday evening. This would be the real problem for OATs
Initial China Golden Week Data Suggest Continued Consumption Weakness: Julius Baer Data from China's Golden Week holiday so far suggest continuing consumption weakness in the country, Julius Baer says in a research note. Passenger trips for Oct. 1-5 rose 5.4% on year, a slowdown…
In a recently released industry research report, Goldman Sachs pointed out that the supply of T-glass, used in high-end BT substrates (mainly for smartphone SoCs), could face a double-digit percentage shortage over the next several months to quarters. Following the report, shares…
Everyone wants to relocate to Europe: 46% of the UHNWIs are considering relocating to Europe and 50% are considering applying for a European visa in the next five years, with almost 30% interested in investing in a Golden Visa. These are crazily high numbers. Why Europe?…
"Turns out economic data *does* matter for stock traders" ft.com/content/87f4ef… Especially US jobs & inflation data:
Allucinante. Non saprei come altro qualificare una simile idiozia.
Allucinante. Non saprei come altro qualificare una simile idiozia.
We need a new system: The Fed is running world's largest economy on labor market data that is revised 3 times, suspended for a government shutdown, and then revised lower again a year later by nearly 1 million jobs. All as the majority of economic data is in a blackout until…
This is incredible: Venture capitalists have poured a record $192.7 billion into AI startups YTD. This puts 2025 on track to be the first year where more than 50% of total VC dollars flow into the AI industry. In the US, AI’s share of venture deals has surpassed 60% over the…
The Atlanta Fed’s GDPNow says the U.S. is growing at +3.8%. But Moody’s Analytics finds 22 states + D.C. already in recession, from Washington to Georgia to Massachusetts. So... are we booming, or breaking? 1/4
For those wondering what gross vs net leverage means... GROSS LEVERAGE is the total amount of assets a hedge fund has invested, divided by its net asset value (NAV). It represents the overall exposure a fund has to the market, including both long and short positions. A gross…
For those wondering what gross vs net leverage means... GROSS LEVERAGE is the total amount of assets a hedge fund has invested, divided by its net asset value (NAV). It represents the overall exposure a fund has to the market, including both long and short positions. A gross…
Some new theoretical economics papers looking at the implications of AGI. These two papers argue that a true AGI-level AI (equivalent to a human genius), if achieved, would eventually displace most human labor and reduce the economic value of remaining human work to near-zero.
Who makes the data center $BAC
off-topic / personal blog post People don't know my backstory, but the main reason I ended up where I am today is that about a decade ago I wanted to be a super-human programmer. I wanted to make my childhood dream games in a week, not 5 years. I learned VIM, Lisp, Haskell and…
I don’t know what healthcare insiders know, but they know something. It’s the only sector where insider buying activity is high compared to selling. Meanwhile, the NDX/XLV ratio is at extreme levels. The signals are here more than ever.
The approximate time span from the surge phase of past bubbles to their peak — Where are we right now?
"The Debasement Trade" since COVID: In USD: NDX up 165%, SPX up 102%, Home prices up 56%. In gold: NDX up 7%, SPX down 18%, Home prices down 37%. In BTC: NDX down 78%, SPX down 84%, Home prices down 87%.
I wrote an article selecting the key contents from The Trust Game, a book authored by former and current vice presidents of SK hynix, to explain how Hynix beat Samsung and claimed the throne of HBM. As an appendix, I also introduce a Korean materials, parts, and equipment…
Over London? Tired of L.A.? Not interested in Paris? The wealthy are moving to this newly vibrant and cosmopolitan Italian city wsj.com/business/milan… via @WSJ
So many of life’s miseries and frustrations boil down to having people in charge of you who don’t know what they are doing.
Ray Dalio @RayDaIIio
23 Followers 1K Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Courtney @chosesiira46563
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GURGAVIN(FREE CHANNEL... @gurgavsen
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Lilith @khamisifer69761
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Linda @lindamcgee24
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Ray Dalio @RayDaallio1
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Marius2 👁️⚡️... @mariusSm1th2
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Holger_Zschæpitz @Schuldensuehna1
159 Followers 3K Following Holger Zschäpitz is market maniac an Author of the'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/Jd1nkUdvrd
Yfagiek @Yfagiek416
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Micheal Green @plofplum99
138 Followers 5K Following If Сһіеƒ Ѕтяɑтеɡіѕт ЅімρƖіƒү Αѕѕет Μɑnɑɡемеnт | ΡΜ οƒ тоρ гɑnκεԁ һіɡһ үіеƖԁ ΕΤƑ, $СDΧ. Νοт іnvеѕтмеnт ɑԁνісе
James 🙏🏾✝️�... @James9641721792
173 Followers 4K Following Be kindly affectionate to one another with brotherly love, in honor giving preference to one another; ROMANS 12:10
Hana Blair @Jaredgrms
766 Followers 2K Following Strong, smart, soft when I choose. Woman by birth, warrior by choice.
Daisy @Tisug25567
18 Followers 831 Following "Life is unpredictable, but good medicine and a compassionate heart never fail."
inspiration @Garjor4158
28 Followers 1K Following "Life is unpredictable, but good medicine and a compassionate heart never fail."
Caumha @Caumha52506
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Hoonar @Hoonar2672
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LesleyBarrett @aK7UmgN785yP82q
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Comet @dilmer1253663
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SmallCapAlpha🇺🇸 @Altase2824
58 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
ShortIdeasLab🇺🇸 @Iqawbki2615
46 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
Ariyah @Touhoo192007
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Ielegi @Ielegi57260
74 Followers 592 Following
BlueChipDeals🇺🇸 @Ivoubo8925
43 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
Ousuife @Ousuife9600585
29 Followers 1K Following
profplum99 @profplum_alt
2K Followers 2K Following Chief Strategist Simplify Asset Management | PM of top ranked high yield ETF, $CDX.
BacktestAlpha🇺🇸 @Flaulqalc715
40 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
DefenseStocksX🇺�... @Eciehie196
62 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
Wheoukir @Wheoukir196107
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Madison @Duixul58520
28 Followers 2K Following
Vrabeeh @Vrabeeh689
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MACD_Trading🇺🇸 @Tanou00110
61 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
Nick @SuperNkie0
124 Followers 5K Following Building @CryptoTribeCN . Telegram community ：https://t.co/IKNtZCXeuI
Paucat @Paucat0840
116 Followers 3K Following
Zoe @nyagapeter86
292 Followers 34 Following 🐾 May those who love love more, and those who do not love be free
Dividend John @johnyboy12231
125 Followers 2K Following Only private elite here, I will mainly talk about crypto market, price action analysis etc. Only for a few people main account @johnyboy1853
Alf | Personal @PersonalAlf
222 Followers 6K Following CIO of https://t.co/4TempUJQ9A (Macro Hedge Fund) | Founder of The Macro Compass: Institutional Macro Research. Main: @MacroAlf
Eatorccier @Eatorccier4875
9 Followers 784 Following
Graddhye - Commoditie... @1aztruckinfan
80 Followers 1K Following 29y in markets, commodities sector investor/swing trader, unique combination of cycles + technicals = leading edge, 20y in mgmt consulting, join at
Emma @holyson325
375 Followers 348 Following Let a woman have her place, because as you provide foundation for her, she provides a foundation for you. And through that vulnerability comes strength
Erick Windler @ErickWindl1694
71 Followers 2K Following
Eakirqu @Eakirqu773881
118 Followers 3K Following
Richie Green @green_rich31044
5 Followers 83 Following
すべてがうまく... @Suchita79728407
763 Followers 848 Following なんとなくわかってきた感じ😊 皆さん有難うございます🙏 私が創ってる世界は優しいよ✨ 一緒に愛に生きようね😊💕
Kiwi🥝 @JensenTrisg
619 Followers 3K Following Even if my fingertips bleed and my knees are bruised, I will climb to my own summit with sheer willpower.
TK @TKatHK
92 Followers 564 Following
John Burn-Murdoch @jburnmurdoch
481K Followers 6K Following Columnist and chief data reporter @FinancialTimes | Stories, stats & scatterplots | Senior fellow @LSEdataScience | [email protected]
CRT Pixels 📺 @CRTpixels
72K Followers 57 Following Celebrating and comparing retro games on the displays they were designed for! Have fun, be nice, play how you like. by @jackal27 | FAQ: https://t.co/BGGv37zQBe
Obsolete Sony @ObsoleteSony
171K Followers 1K Following Embark on a journey through the obscure world of forgotten, odd, and obsolete Sony devices.
Gerard DiPippo @gdp1985
13K Followers 1K Following Econ, China, food, mostly. RAND China Research Center. Former Bloomberg Economics, CSIS, DNIO for Economic Issues, and CIA. Views my own.
Paolo G. Giarrusso @Blaisorblade
2K Followers 1K Following @[email protected] PhD in ProgLang. Formalizing C++ and formally verifying a microkernel-based C++ hypervisor @bedrock_systems — Coq/Scala/Haskell
Americanime @americanime
764 Followers 202 Following The American Anime. New episodes every month at https://t.co/GVMdvTQFGt
Addy Osmani @addyosmani
354K Followers 2K Following Engineering leader, @GoogleChrome • Author • Great user, developer & AI experiences • @ChromiumDev @ChromeDevTools • @GoogleDeepMind
UKMTO Operations Cent... @UK_MTO
31K Followers 0 Following Official X account for UKMTO Operations Centre
Just Curious / @belik... @Just_Curius
1K Followers 2K Following Forecaster "belikewater" @XriskFYI @Swift_Centre @SamotsvetyF @RANDforecasting. Superforecaster® with Good Judgment Inc. PhD Neurosci, MA Econ. Opinions my own.
Parker Ross @Econ_Parker
23K Followers 657 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
graddhytrading @graddhytrading
2K Followers 0 Following Graddhy´s private service feed. Public feed @graddhybpc Please subscribe before you request to follow at https://t.co/sEyUABtLHA
GlobalData.TSLombard @TS_Lombard
10K Followers 751 Following Independent macro, strategy and political research. Request a trial (investment professionals only) https://t.co/BHxLsWw5qE
Guilherme Tavares @i3_invest
23K Followers 76 Following CEO at i3 invest. Quant Trader | Market Strategist | Alpha Generator | Sharing unique charts on X | Turning data into profits | +15 years of trading.
Barry Eichengreen @B_Eichengreen
59K Followers 0 Following George C. Pardee and Helen N. Pardee Professor of Economics and Political Science, University of California, Berkeley, NBER Research Associate, CEPR Res Fellow
Borrow from Tomorrow @BfT_Garrett
2K Followers 151 Following Support my art & animation at https://t.co/kn0FhjXFAF
Franco Bruni @francobruni7
3K Followers 207 Following Professor Emeritus, Bocconi University, Department of Economics, Vice President, Italian Institute for International Political Studies (ISPI)
Dan Niles @DanielTNiles
113K Followers 46 Following Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.
Vitor Constâncio @VMRConstancio
27K Followers 1K Following Former ECB Vice President. President of the Council of ISEG, University of Lisbon. Professor at Navarra University, Masters School, Madrid
Ray Dalio @RayDalio
1.8M Followers 91 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
The Long View @HayekAndKeynes
154K Followers 680 Following Institutional Investor. Named a top finance account by BI. Featured on WSJ, FT, Bloomberg. Incoherent ramblings about life, markets, and politics.
Citrini @Citrini7
92K Followers 2K Following Thematic Cross-Asset Investor | @Citrini7 is my only account
Steve Hou @stevehou0
34K Followers 3K Following Quant Research @Bloomberg, opinions my own. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya).
Axel Merk @AxelMerk
21K Followers 989 Following Founder/CEO, Merk Investments. $3bn in gold & miners. Weekend rancher. tweets ≠ advice
Massimo Amato @MassimoAmato9
978 Followers 144 Following Professor at Bocconi University, author of "The End of Finance" and "Saving the Market from Capitalism"
Gappy (Giuseppe Paleo... @__paleologo
47K Followers 464 Following Separate skill from luck. Maximize the former, minimize the latter, using empirical evidence and thinking from first principles. Sister acct: @yogappygappy.
John Carmack @ID_AA_Carmack
1.1M Followers 275 Following AGI at Keen Technologies, former CTO Oculus VR, Founder Id Software and Armadillo Aerospace
Rccrd @Fmirw
2K Followers 785 Following Macro & finance tweeting. Engaged in eurocrisis. Now machine learning for Asset Management and some plummy PMs
ConvexityMaven @ConvexityMaven
34K Followers 1 Following Creator of $MOVE Index; $RFIX; $PFIX; $MTBA Managing Partner @ https://t.co/tmnhsnR6cB Publisher of Maven Commentary https://t.co/OwX9kW3iOu
Olivier Blanchard @ojblanchard1
195K Followers 400 Following Robert Solow Professor of economics emeritus, MIT, Senior Fellow, Peterson Institute for International Economics Professor, Paris School of Economics
Vlad Investment Basti... @VladBastion
13K Followers 239 Following 💼 Portfolio strategy designer. Build smart portfolios and generate investment ideas using Bastion’s scoring systems 👇
Demis Hassabis @demishassabis
496K Followers 153 Following Nobel Laureate. Co-Founder & CEO @GoogleDeepMind - working on AGI. Solving disease @IsomorphicLabs. Trying to understand the fundamental nature of reality.
DHH @dhh
567K Followers 137 Following Father of three, Creator of Ruby on Rails + Omarchy, Co-owner & CTO of 37signals, Shopify director, NYT best-selling author, and Le Mans 24h class-winner.
Andrej Karpathy @karpathy
1.4M Followers 1K Following Building @EurekaLabsAI. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets.
Andrew Ng @AndrewYNg
1.3M Followers 1K Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCs
Pax @dottorpax
23K Followers 1K Following Probabilmente l'ostacolo tra voi e la vostra laurea, se mai ne otterrete una. (-:
Pasquale Cirillo @DrCirillo
18K Followers 201 Following Professor of Data Science at ZHAW School of Management and Law. Risk, probability and statistics. #TheLogicOfRisk
Michael Ignatieff @M_Ignatieff
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Vedant Misra @vedantmisra
4K Followers 337 Following ASI @DeepMind | Dad | @OpenAI (Reasoning / Algorithms Lead) | @HubSpot (ML Labs) | Founder/CEO Kemvi (acq HUBS) | Physics @Columbia | All opinions are my own
Alessandro Palombo @thealepalombo
78K Followers 1K Following The Citizenship Guy | Get 🇵🇹/🇪🇺 residency & citizenship @bitizenship, Bitcoin Ecosystem GV Fund | Simplifying borderless living | https://t.co/Df4qUrxqhG
Dani Rodrik @rodrikdani
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Daron Acemoglu @DAcemogluMIT
348K Followers 320 Following Institute Professor @MIT, @MITEcon. Co-Director of @MITShapingWork. Author of Why Nations Fail, The Narrow Corridor, and Power & Progress.
Crypto Nova @CryptoGirlNova
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