Craig Shapiro @ces921
Macro Advisor: Bottoms up industry/company fundamental analysis w/ top down macro framework. https://t.co/4ET7W0Xf1M laductrading.com/pricing/ref/10/ Joined February 2009-
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With the US government's structural fiscal train running full steam ahead with no hope of tax hikes or spending cuts to slow it down, the strike price of the Fed's "put" to add liquidiy back into the market is much lower than here because it is increasingly difficulty to provide…
Looks like a pretty awesome lineup of speakers today for @spotgamma PNL for a Purpose live stream. I'll be there watching, a nice distraction from obsessing about what Janet is going to do tomorrow at 830 in the QRA
Looks like a pretty awesome lineup of speakers today for @spotgamma PNL for a Purpose live stream. I'll be there watching, a nice distraction from obsessing about what Janet is going to do tomorrow at 830 in the QRA
US TREASURY UPDATES RUSSIA-RELATED GENERAL LICENSE Gotta love election year politics by the existing administration. We are told it is necessary to spend more funds we don't have to assist Ukraine in their war with Russia yet when it comes to sanctioning their banks who deal in…
Higher than expected borrowing amounts announced today for both the 2Q and 3Q24 suggest weaker than expected tax receipts despite most folks believing that tax receipts were going to come in better than expected given strong capital gains achieve in 2023. The budget deficit is…
Janet saying more debt will be needed in 3Q than was expected and a higher TGA is coming. This is not really a "pump" announcement but we don't know specifically until Wednesday morning.
Janet saying more debt will be needed in 3Q than was expected and a higher TGA is coming. This is not really a "pump" announcement but we don't know specifically until Wednesday morning.
The RRP built another $40b today and is back above $505bn. It's up nearly $180bn from the low set on tax payment day April 15th. Can we stop with all the doomsday nonsense about the imminent runout of the RRP and the need for the Fed to start tapering. It's just not true.…
Former Vice Chair Roger Ferguson was on this morning talking up a hawkish FOMC meeting later this week and the need for the Fed to get serious again about fighting inflation. The narrative keeps moving in the right direction. We need dual sided risk in the Fed's next move,…
Way too much ink has already been spilled about the QRA this week. The fact that such a focus has been played on it suggests that the Overton Window on US government debt growth sustainability is becoming more top of mind for investors and is increasingly becoming a concern.…
There was some good discussion on my JPY thread. Love to engage on this platform to test my hypothesis and improve my views. The summary of my view is that weaker JPY is an explicit policy tool that Japan is using on purpose as they keep their capital account open to assist…
There was some good discussion on my JPY thread. Love to engage on this platform to test my hypothesis and improve my views. The summary of my view is that weaker JPY is an explicit policy tool that Japan is using on purpose as they keep their capital account open to assist…
Here is my current take on the Yen after reading a great thread by @peruvian_bull The angle I am wrestling with is why would Japan actually be so concerned about Yen weakness now given this was their only real policy option in a Triffin's Dilemma World where they need to keep…
Here is my current take on the Yen after reading a great thread by @peruvian_bull The angle I am wrestling with is why would Japan actually be so concerned about Yen weakness now given this was their only real policy option in a Triffin's Dilemma World where they need to keep…
Everyone is entitled to their own opinion about #Bitcoin. Here was my one minute clip on part of the reason why I'm a #Bitcoin disciple. Agree or disagree, take it up in the comments.
This is my weekend reading assignment Understanding the dynamics in play around major turns in the monetary system will be crucial to determining the next one Three Days at Camp David: How a Secret Meeting in 1971 Transformed the Global Economy a.co/d/dvhaogc #Amazon
$/jpy thru 158 with 5 minutes to go in the week. So fresh Enjoy the weekend
I closed out with the week with a fun interview with Trevor Hall @TrevAHall of the Mining Stock Daily podcast. Fun viewing for the weekend ahead of a big week next week. let me know what you think youtube.com/watch?v=Apb-5D… Here is the summary of what we got into: In this…
I closed out with the week with a fun interview with Trevor Hall @TrevAHall of the Mining Stock Daily podcast. Fun viewing for the weekend ahead of a big week next week. let me know what you think youtube.com/watch?v=Apb-5D… Here is the summary of what we got into: In this…
As everyone is I am sure well aware by now, Treasury is going to give its Quarterly Refunding Announcements next week which will go through the total amount of borrowings the Treasury will do for the 2Q and 3Q, the expected level of quarter ending cash in the Treasury General…
Samantha LaDuc @SamanthaLaDuc
55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Markets & Mayhem @Mayhem4Markets
191K Followers 842 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Lawrence Lepard, "fix.. @LawrenceLepard
172K Followers 20K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
SpotGamma @spotgamma
107K Followers 193 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Darius Dale @DariusDale42
81K Followers 914 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.
Julia Cordova✨ @CordovaTrades
120K Followers 4K Following Trader. NOT financial advice. If you make too much money, please discontinue use of my charts. I am atomic $ES, $SPY, $NQ, $RTY, $GC, $SI, $GDX, $CL, $NG, $MSOS
Reformed Tr🅰️der @Reformed_Trader
80K Followers 279 Following #DayTrader #SwingTrader NOT a financial advisor. Do not buy or sell based off my tweets. I may be buying, selling, or holding any stock mentioned. Hebrews 13:5
David Brady @GlobalProTrader
83K Followers 14K Following CFA holder, ex FX trader, money manager Contributor to https://t.co/NMwZcX92nQ Fund Advisor at https://t.co/St0TRfRWLt Author of The FIPEST Report at https://t.co/8YFJiYl7Fg
Expound the profound-.. @frankoz95967943
20K Followers 1K Following Rational Irrationalist,rabiddog negotiator,destructive peace keeper. Imperialist Nationalist.Sapio-somethin,Pandemics are fun,war is funner.Lets do both.ATHEIST
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 974 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
ShortSeller @ShortsellerST
30K Followers 2K Following Follow/Set Notifications! ChartsForCharity- Lehman Brothers, Raymond James, JackShu HF (since 1987) - #CfC (100% FREE) here; https://t.co/CHgZyG97qo
QE Infinity @StealthQE4
54K Followers 963 Following Healthcare sales, Investor and son of a credit trader. Macro and bond thoughts. Some Parody fun. Not investment advice.
Dianelos Georgoudis @DianelosG
582 Followers 227 Following I like art, philosophy, theology, and algorithms. Perhaps paradoxically have worked in business and politics.
sadephile @sadephile
161 Followers 47 Following Learn from your mistakes and develop your own system until it works. Not investment advise.
Jeannie Fudge @JeannieF27291
0 Followers 200 Following
Sparky Roy von Hessen @Roy_vonHessen
134 Followers 166 Following
AntarcN @Caerarc
4 Followers 35 Following
TT @Teekoo1978
31 Followers 554 Following
Craig shapiro @aletheanarrativ
0 Followers 1 Following Constantly searching for the truth in financial markets and how narratives can help shape investment decisions
Sumanth D @curiousguy1983
364 Followers 308 Following
sawhney @Sawhneyboy
275 Followers 2K Following Speculator of cryptocurrencies, their use cases and their price action.
gfuwegfuiw iohewifh w @iohewifh5934
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Richard Jiang @jiang_jiang4
40 Followers 263 Following
domsquire.eth @domsquire
97 Followers 797 Following Full time SME proprietor. Part-time crypto exit liquidity provider. I tweet once a decade.
Blair MacNeil @macneib
244 Followers 5K Following
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57 Followers 43 Following
THM_TM @thm222222
6 Followers 32 Following
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eatlovetrade @eatlovetrade
164 Followers 694 Following
Question More @Qu3st10nM0r3
89 Followers 432 Following
Angelo Mondani @wimame
25 Followers 78 Following
Serothe @Serothe349012
31 Followers 2K Following
Sirui Wang @WangSirui
3 Followers 51 Following
John Kornesczuk @KornesczukJohn
54 Followers 306 Following
911_classic @hkg2390
312 Followers 234 Following
Roy Learner @RoyLearner
2K Followers 5K Following @hiFramework Tweets are my personal views and not investment advice. May have positions in assets discussed
Linstyle @Linstyle2
154 Followers 89 Following
Bio Stock @biostock
390 Followers 273 Following Trader, Speculator. Looking for opportunities before herd rush in. My posts are not a buy or sell recommendation. Invest at your own risk.
8tridentino @8tridentino
95 Followers 565 Following
RI0TXC0NTR0L @RI0TXC0NR0L
0 Followers 3K Following
Artsiom @artt0001
320 Followers 167 Following
Eric @Eric360985561
365 Followers 304 Following Post-Modernism is god. All gestalts decay over time.
C. Shirley @shirley93492
219 Followers 2K Following
Mary Bryant @EclecticHero
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bestcopytraderalive @bestcopytrader
133 Followers 629 Following copying the best @smartestmoney_ @CryptoDonAlt @DegenSpartan @blknoiz06 countering the rest
John Barbati @barbati_john
19 Followers 23 Following
Jessjac @jacjessgmailcom
17 Followers 50 Following Aktiv investor. Liker å bruke masse timer på å studere selskaper og markeder. Hovedvekt på det norske og svenske markedet, men litt USA og Tyskland også.
Stuart Adams @Stuart_Adams
1K Followers 3K Following Councilmember @CollegePark_MD. Community Resilience Advocate @Stantec. Engineering Graduate from @LSU. Views are my own.
Bananas @it_is_bananas
142 Followers 175 Following Reborn after being suspended, not "green behind the ears" anymore. PhD PetroChem., worked in EU, US, China et al., CEO, now retired from the rat race.
John Rowsell @Jbrowsell
20 Followers 2K Following
Nguyen Huu Hau @h29014494
227 Followers 2K Following
rudiemental🦜 ⃤ @rudiemental
568 Followers 2K Following Occulte. Resolve. Transcende. Five Suspended Accounts General. LogicNazi 🗣️🤺 Per aspera ad abstract.
Christopher Rock @Christo83430831
107 Followers 170 Following
The Gen Z Caesar @Blake_2171165
1K Followers 779 Following Financial Analyst | 2-time college dropout | Creator of the “5 Step Economic Cycle Theory”
Samantha LaDuc @SamanthaLaDuc
55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
Jim Bianco @biancoresearch
395K Followers 1K Following Macro 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
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Kuppy @hkuppy
138K Followers 2K Following CIO 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.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Markets & Mayhem @Mayhem4Markets
191K Followers 842 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 216 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
Financelot @FinanceLancelot
155K Followers 366 Following From the Great White North https://t.co/nd8vf6YA2o
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Andy Constan @dampedspring
134K Followers 330 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Lawrence Lepard, "fix.. @LawrenceLepard
172K Followers 20K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
Mark Moss @1MarkMoss
138K Followers 1K Following Changing the Way You Think About Money, Building the World w/ #Bitcoin, Partner Bitcoin Opportunity Fund, Radio Show on @iHeartradio, 100m views on @YouTube 👇
Zack Guzmán @zGuz
37K Followers 5K Following Award-winning Web3 Host/Founder @Coinage_media building on-chain media | Past: Anchor @YahooFinance @CNBC & @Harvard Econ | Co-Own Coinage with me👇
Olivier Blanchard @ojblanchard1
170K Followers 389 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
Lake Cornelia Researc.. @CorneliaLake
21K Followers 482 Following Managed Accounts, Bespoke Advisory Services to Family Offices & Investment Funds. Not investment advice; I talk about stocks that can kill you. CAPS = PARODY
Chicken Genius @pakpakchicken
180K Followers 69 Following I have nothing to sell you. ZERO. No private groups, IG, telegram, NOTHING. Scammers suck my 10 inch
Chris Freiman @cafreiman
19K Followers 316 Following Professor, John Chambers College of Business and Economics at WVU | Political philosophy, libertarianism, neoliberalism, effective altruism
Milkshakes Markets Ma.. @MilkshakesPod
4K Followers 85 Following Join Brent Johnson (@SantiagoAuFund) and @JonKutsmeda for weekly market madness. ⬇️ Click the link for details on how to access the show ⬇️
Daniel Baeza @dbaeza13
5K Followers 508 Following On a mission to democratize financial knowledge one thread at a time Quiero democratizar la información financiera para que todos entiendan lo que pocos saben.
New Low Observer @NewLowObserver
12K Followers 935 Following Dow Theory, Price, & Research Specialists.
Nicole Shanahan @NicoleShanahan
39K Followers 3 Following Mom to Echo; Healthy Planet & Healthy Humans
Dan Rasmussen @verdadcap
39K Followers 899 Following I am the founder and CIO of Verdad Advisers. Views are my own. Join our email list: https://t.co/jbASQUtki5
Bitcoin @Bitcoin
6.6M Followers 16 Following Bitcoin is an open source censorship-resistant peer-to-peer immutable network. Trackable digital gold. Don't trust; verify. Not your keys; not your coins.
The Trevor Hall - Min.. @TrevAHall
13K Followers 3K Following Father; Husband; President of Clear Commodity Network (ClearComm); Host of Mining Stock Daily Podcast; Resource Speculator; Tweets are my own
Fadi Quran @fadiquran
31K Followers 2K Following Campaign Director @Avaaz - Work on MENA, fighting disinformation, alternative energy, human rights and a lot more. Views are my own & retweets=interesting.
Althea Spinozzi @Altheaspinozzi
15K Followers 601 Following AKA "The Bond Girl", Head of Fixed Income Strategy @SaxoBank Alumni @Northeastern and @LSE
Iran Observer @IranObserver0
323K Followers 148 Following Iranian 🇮🇷 ☫ || Iran News || Geopolitics || non-state affiliated ||
OSINTdefender @sentdefender
1.1M Followers 798 Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPr
James O'Keefe @JamesOKeefeIII
2.4M Followers 2K Following Guerrilla Journalist. CEO of OMG @okeefemedia. Founder, Project Veritas (CEO ‘09-‘22) “ON THE INSIDE” : Investigations premier Weds 4-6PM. Signal: 914-315-9415
The Bitcoin Layer @TheBitcoinLayer
12K Followers 14 Following Bitcoin & Global Macro Research | Sponsored by @River - Invest In #Bitcoin With Confidence
Thoughtful Money @thoughtfulmoney
2K Followers 2 Following Actionable insights from the worlds top experts in money & the markets
ego death capital @egodeathcapital
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David Pegler @ForexDavid
2K Followers 2K Following From PMB South Africa, Savannah GA, U.S. Army Vet, Trader, Market Breadth, Market Gamma, Vol Control.
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2K Followers 247 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
James E. Thorne @DrJStrategy
6K Followers 27 Following Chief Market Strategist @WellingtonAltus. Astute, observations and conclusions. Based on historical trends and evidence based research. Not investment advice.
Michael Arrington �.. @arrington
294K Followers 6K Following Founder of TechCrunch, CrunchBase and Arrington Capital. Be Excellent To Each Other. 🚀🌕
IndiraShanti @IndiraShanti
4K Followers 5K Following Mom, Grandma, animal lover, public servant, democrat, people not corps.Maiden Mother Crone: been her, being that, am that 🌊🌊🌊 VOTE Blue: Mother Earth
QE Infinity @StealthQE4
54K Followers 963 Following Healthcare sales, Investor and son of a credit trader. Macro and bond thoughts. Some Parody fun. Not investment advice.
Rational Aussie @rationalaussie
16K Followers 6K Following Insights into the economy and Australia's Property Ponzi Scheme. Freelance software engineer - DM if you want something built. #Bitcoin
ian bremmer @ianbremmer
778K Followers 2K Following political scientist, author, teach at columbia sipa, columnist at time, president @eurasiagroup, @gzeromedia. if you lived here, you'd be home now.
TheRealJohn @TheReal50972902
1K Followers 831 Following 15+ years top hedge funds Systematic / Quant / Credit / Rates / FX / Macro Discount anything I say about individual equities and commodities Fully caffeinated
Ram Ahluwalia CFA, Lu.. @ramahluwalia
35K Followers 9K Following CEO of @lumidawealth. prev: Founded PeerIQ (exit). ex-Merrill. Equities, Alts & Digital Assets. Non-Consensus Investing. Disproving the EMH one day at a time.
David Levenson @levenson_david
3K Followers 99 Following Our model, based on cavitation theory, explains deteriorating HF returns. It called the 11/21 FANG peak, 11/22 trough, and 12/23 skew peak Xs not advice. Follow
Persistence Over Resi.. @ISPInc2
4K Followers 410 Following
Arnaud Bertrand @RnaudBertrand
215K Followers 1K Following Entrepreneur. Previously HouseTrip (sold to TripAdvisor), now https://t.co/C4SmZQ8JaE Subscribe if you like what I write
Lara Logan @laralogan
852K Followers 12K Following Nobody owns me. Investigative Journalist Emmy, Bloom, Gracie, Morrow, DuPont Silver Baton Awards etc. Not a fan of tyranny. #TheRestOfTheStory https://t.co/arpLw65I1H
Guy Berger @EconBerger
12K Followers 3K Following Director of Economic Research at the Burning Glass Institute. I tweet a lot about labor markets, macro, and (sorry) music! Tweets represent my own views.
Dom White @DomWh1te
8K Followers 1K Following Chief economist at Absolute Strategy Research in London. But on here I speak my own nonsense.
The Architect @astocks92
18K Followers 76 Following | enjoy analyzing data | GAMMA , delta, vanna charm analysis tradoor | Not Financial Advice |
Pargali The Pasha @ozzie1453
3K Followers 343 Following Economics graduate during 2008 Financial Crisis. A Macro Trader who thinks 2023/24 won’t be different to 2007/08. Deflation is the Ultimate Game!
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
DCP @Dcpcooks
10K Followers 1K Following Dad & PaPa, Ex CME local, Eurodollar guy, MBS during the GFC. Small biz owner, Co-Founder COO of Tonality Brewing co.
Amy Nixon @texasrunnerDFW
51K Followers 356 Following DFW Housing & Economic Analyst. As seen on Fox Business. Boston Marathon Qualifier.
Tim McLean @NaplesRunner
476 Followers 1K Following Naples Debt & Equity Broker who enjoys seeing his clients succeed.
With the US government's structural fiscal train running full steam ahead with no hope of tax hikes or spending cuts to slow it down, the strike price of the Fed's "put" to add liquidiy back into the market is much lower than here because it is increasingly difficulty to provide…
@RodneyRRG Back in September, a substantial majority of Fed members still expected a rate hike in 2023. That hike never came and the subsequent loosening of financial conditions allowed inflation to bottom and reaccelerate again. Introducing dual sided risk to the Fed next move will help…
@michaelxpettis @TheStalwart @FT What is China looking for from the rest of the world to start embracing the idea of stimulating domestic demand more to eliminate this excess savings problem? Would they be willing to revalue RMB and promote domestic consumption if gold was revalued materially higher and…
@lebas_janney @SteveMiran Clearly there is some symbiotic relationship between what the Treasury should offer based on what is best for the American taxpayer over the long term and what the TBAC wants them to issue based on how market participants are set up but doesn't it seem like this relationship is…
@Kanthan2030 Yup. Oil producers would take euros for oil and could redeploy euros back into European goods/services, European FDi, European assets including stocks and govt bonds. I mean, exactly what they do with the US. And the US should encourage this now in order to slowdown Europe need…
Happy Birthday to my soulmate and better half @leeladaou 💚💚💚
@ces921 Yeah, it makes absolutely no sense for Europeans to buy oil and other commodities in USD. Everyone in the world will accept Euros.
@Kanthan2030 First step for Europe to end being a vassal state of the US would be to start pricing and buying energy in Euros rather than dollars. Europe needs ability to print euros to buy energy, trade its goods with oil producers and settle excess balances in good. No more petrodollar…
@FixTheFed Love the work. Love the mission. We need to stop giving the @federalreserve reserve a free pass. They are enabling the dysfunction in the government to persist and their policies exacerbate wealth inequality.
Great to see this thread hit over 200k views. We've been at it a while, don't make a cent, nor do we want to. We have no motive other than to help inform middle class Americans who don't have the time to dig into the Fed's radical, unchecked monetary policy for the ultra-rich.
The Powell Fed intentionally killed the American dream. Don't believe us? Here's a 🧵 Between March 2020 and Sept. 2022, the Fed purchased more than $3.6 TRILLION RESIDENTIAL Mortgage Backed-Securities. This radical action was not authorized by Congress or existing statute...
@ces921 Our government is corrupt. I don’t trust Powell to do what’s needed.
Excellent summation. For more interpretation post QRA & FOMC, Craig and I will meet for our Fed Day Macro-to-Micro Power Hour at 4pm Wednesday! 👇 us02web.zoom.us/webinar/regist…
Higher than expected borrowing amounts announced today for both the 2Q and 3Q24 suggest weaker than expected tax receipts despite most folks believing that tax receipts were going to come in better than expected given strong capital gains achieve in 2023. The budget deficit is…
@LynAldenContact @LukeGromen @BobEUnlimited With the fiscal train running full steam ahead, the Fed "put" is much lower because it is increasingly difficulty to provide accommodation when inflation is running above target and re-accelerating. The market really can't expect the Fed to step in any time soon. That leaves…
This is a great take on the situation:
Higher than expected borrowing amounts announced today for both the 2Q and 3Q24 suggest weaker than expected tax receipts despite most folks believing that tax receipts were going to come in better than expected given strong capital gains achieve in 2023. The budget deficit is…
@ces921 @LukeGromen @BobEUnlimited USTs would likely need to get more disorderly before any significant Fed/Treasury liquidity pump. Even the yen devaluation doesn’t really matter for US policy until it shows up in UST dysfunction. Nothing stops the fiscal train, but assets are a different story.
@ces921 You have been nailing this Craig! Great work!
@ces921 Thank you, well said. This adds specific targets & more depth in regards to @LukeGromen's 4/26 FFTT article on this topic.
Higher than expected borrowing amounts announced today for both the 2Q and 3Q24 suggest weaker than expected tax receipts despite most folks believing that tax receipts were going to come in better than expected given strong capital gains achieve in 2023. The budget deficit is…
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