Frank @frank_macro
Multiple years of trading and working on the buy-side for institutional firms. Interested in Markets/Trading/Crypto. Opinions are my own. Using @PrimeIndicators primeindicators.com Joined September 2015-
Tweets2K
-
Followers530
-
Following175
-
Likes1K
BTC at 71k puts us *here* in visual of the upper and lower bound models. Upper bound right now is 337k. So this bull market is still early, equivalent to 20k of last cycle. Last cycle didn't hit the upper bound due to the flood of paper BTC, this is less dominant this cycle.
The semiconductor industry is screaming at us that AI is all hype. Yes, lots of orders for H100 GPUs, but even an AI datacenter still needs CPUs, memory, and HDs. Then you have AI implementation, such as in computer vision and controls, robotics, etc, which require specialized…
@MrBeast If I win $25,000, I'll give ten people who follow me and share this post $2,500 each.
@MrBeast If I win this giveaway, I’ll give someone who likes and reshares this post: $6,900
I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours
Probably no better chart to illustrate the fact that differences in GDP growth have nothing to do with differences in equity returns. From '03 China's nominal GDP up 1000%, Japan's up 12%.
In the mid-term I am leaning towards a flat/bearish scenario for #Bitcoin One of the reasons is that the Inter-exchange Flow Pulse just turned red.
The $SPX had a wild year. As we end the year, there are renewed discussions that breadth is improving given the performance of the Russell 2000. Where do things stand statistically?🧵
It's official. In one of the least noticed macro moves in a very long time, gold just reached record levels today. If you ask me: This is the beginning of a move, not the end one.
Confirmed Q3 credit impulse numbers from China, Europe and the US look abysmal Nothing in the credit impulse rhymes with the soft landing narrative for 2024 and the starting point is weaker than in 22 Full story -> stenoresearch.com/watch-series/c…
🎁DexHunter Christmas Giveaway🎁 - Follow @DexHunterIO - Like&rt - Tag some friends 1 Winner: 1000 $HUNT Ends on 27th December 7PM UTC👀
🚨 Solana fanboys don't know they are actually paying $100 mil in fees / month to use the network. SOL runs on subsidies & inflation = price crashes = subsidies crash = validators leave = chain halts. Now you know why SOL has INFINITE supply = death spiral to zero? It costs…
Lot of people assuming commodities can’t rally in recession, and everybody knows that everybody knows this. But that is a failure of imagination + recency bias. Look at 1973, 1980, 1990 commodity-induced recessions.
Pretty much this. Or turn it around this way: as I said in June as well, for shorts to get paid, they are betting on positioning going to GFC levels. In other words, you need Lehman to get paid.
Pretty much this. Or turn it around this way: as I said in June as well, for shorts to get paid, they are betting on positioning going to GFC levels. In other words, you need Lehman to get paid.
The #Bitcoin CME Gap at 39.7k... By my count 28 out of 30 gaps have been filled on CME daily candles (93%). The other unfilled gap is pictured in the lower left of this chart also.
@BobEUnlimited @samcallah @FrankAFetter Market participants need to be forward-looking if they want a chance for alpha regarding any particular asset. If bitcoin reaches volatility as low as gold due to much more people holding it and using it, it'll have an extra zero or two on its price and this era of excess gains…
@dampedspring @aRishisays @FedGuy12 @concodanomics I think the importance of RRP hitting zero is just that it would be the end of an excess cash regime. Nothing magical happens on that day but it begins increasing the odds of a liquidity problem after that, if Fed QT and other variables continue to persist. RRP basically…
Models show US growth performance should be flat after inflation for the next 5 years.
The manufacturing economy is already in recession Industrial Production: 6M Annualized Δ%: -0.9% Manufacturing Production: 6M Annualized Δ%: -1.9% In month one of historical recessions: Industrial Production Median: +2.1% Manufacturing Production Median: +1.8%
Marianne Mollison @MarianneMo31689
109 Followers 5K Following
Kathrine Christopoulo.. @KathrineCh66547
76 Followers 5K Following
Jamie Coutts CMT @Jamie1Coutss
117 Followers 2K Following Chief Crypto Analyst, @Realvision | Built the crypto research product at Bloomberg Intelligence | Freedom over Fear. Always. #Bitcoin
Teteshe @Teteshe144855
33 Followers 2K Following
Sesenee @Sesenee135360
31 Followers 2K Following
Ryann Graciana @gracia_rya
41 Followers 5K Following
Carlos Bomer @BomerCarlo47098
86 Followers 5K Following
McTenoo @MTenoo57625
16 Followers 945 Following
Charline Theard @charl_thea
75 Followers 5K Following
Evalyn Percontino @e_perconti
11 Followers 3K Following
Griselda Dora @m920lwwzzz
8 Followers 273 Following Startups | Fintech | E-commerce | Operator and investor
Tooto @Tooto9421185142
41 Followers 2K Following
Meauthooth @meauthooth77908
37 Followers 2K Following
Zina Steere @SteereZina98680
79 Followers 5K Following
Miah-rose Kurka @MKurka51279
39 Followers 5K Following
Hanna Bassin @hanna93426
90 Followers 5K Following
Bethann Toleston @betha_toles
35 Followers 5K Following
SF SunsetResidents @DiddysDaddySF
109 Followers 397 Following A family of four and our pets, happily living in San Francisco’s Sunset District.
Thomasine Lamberti @ThomasineL3486
34 Followers 5K Following
Caitlyn Haroun @HaroCaitly
17 Followers 3K Following
Augustine Mccarter @MccartAugusti
29 Followers 5K Following
Heather Johnson @JohnsonHea99237
86 Followers 3K Following
Bob Elliott @BbEUnlimited
71 Followers 4K Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | all comments are personal views and not investment advice
bwatts @_bwatts___
2K Followers 913 Following Stock Market Charts | Mostly $SPY | No Directional Bias
Emerie Sengun @SenEmeri
49 Followers 5K Following
Alina Gennaria @AlinaG59989
33 Followers 5K Following
Robyn Mcgonnell @RMcgonne
55 Followers 5K Following
Wren Spitz @WrSpitz
22 Followers 5K Following
Ona Benzschawel @o_benzschaw
52 Followers 5K Following
AndreasStenoLarsen @criiptolawyer
5 Followers 416 Following CEO at Steno Research. Macro aficionado, investment analyst and Madridista. Host/Editor @ Real Vision. Host: "Macro Sunday" podcast.
Shirly Duffy @ShirDuffy
58 Followers 5K Following
Natalia nataagataa @Natalianat28610
64 Followers 395 Following Natalia is my name I am from New York I live in California my family staying in Los Angeles
Sayslough @sayslough55292
60 Followers 335 Following
Lisa Abramowicz 𝕏 @lisaabramowiczu
98 Followers 3K Following Co-host of @surveillance; Sign up for the newsletter here: https://t.co/r9pusXngBb...
Barry @Barry_on_point
186 Followers 2K Following
Markets x Life @GoLongOnLife
269 Followers 561 Following Your daily dose of uplift for one of the hardest jobs out there. Salute the brave. Re-quote the wise. For the thinking trader. Survey: https://t.co/M52jXsgJ7J
Lazerblue @Lazerblue_
2K Followers 4K Following Private investor and researcher primarily in commodities, mining and exploration. Prime interests in copper and renewable / clean energy in emerging economies.
Edward Cornice @CorniceEdw80495
360 Followers 1K Following
Otavio (Tavi) Costa @TaviCostai
606 Followers 4K Following Crescat Capital partner & macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/TFA5qw7Wvb
Gladys @peterson60glady
786 Followers 3K Following
Nephael Dupon @DuponNepha19390
12 Followers 23 Following
Manuel Filipe Santos .. @ManuelFilipeSa2
23 Followers 675 Following
Brent aka Blacklion @BlacklionCTA
19K Followers 2K Following Christian, Macro, Family Office Derivatives, Recovering USN Aviator (A4, F14), USAF PEP F16, 2A, Energy, Fedwatch, Pure Blood, C02 isn't pollution. not advice
BitQuant @BitQua
37K Followers 136 Following Being both central banker and Bitcoiner at the same time is challenging but I enjoy it. #Bitcoin.
Barry Silbert @BarrySilbert
765K Followers 370 Following Founder/CEO @DCGco, parent of @Grayscale @FoundryServices @LunoGlobal, investor in 200 cos, τ
Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.
The Mad King @TheKingCourt
10K Followers 751 Following @RealVision Co-Founder (The French one) // Global Macro Investor Former Head of research // NFA - DYOR
Nick G. @nickgiva1
22K Followers 229 Following JPM, Salomon, HF principal, bond trader. Co-host at @2graybeards since 2023. Running https://t.co/cgOYR5cb3Q since 2015 and https://t.co/heHmeYg9yr since 2018.
S&P Global PMI™ @SPGlobalPMI
73K Followers 270 Following #PMI insights and news from the economists who produce the PMI surveys @SPGlobal. Get access via the link below.
Kevin Muir @kevinmuir
52K Followers 3K Following All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Official One Piece Ca.. @ONEPIECE_tcg_EN
55K Followers 23 Following The official account of Bandai's One Piece Card Game (English Version)! Website: https://t.co/5tOwOqU4FM Facebook: https://t.co/CQYnLUrozE
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.
2 Gray Beards @2GrayBeards
9K Followers 2 Following Macroeconomic Research Firm focused on investors with portfolios of high-six to high-seven figures. Run by @nickgiva1 & @dampedspring Every Saturday before 3PM
Grizzly Research @ResearchGrizzly
50K Followers 456 Following Grizzly Research LLC is focused on producing differentiated research insights on publicly traded companies through in-depth due diligence.
Roger Hirst @RogerHirst3
1K Followers 74 Following Macro analyst Ex-derivatives & equity L/S HF sales. Built leading Delta-1 desk for bespoke basket flow trading. @TheLykeionChannel @thelykeion
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Passed Pawn @passedpawn
5K Followers 1K Following Macroeconomics and Markets, Hedge Fund Mgr, Market-Maker, Venture Investor / Chess Master / @MIT engineering
Mike Singleton, CFA @InvictusMacro
6K Followers 519 Following Senior Analyst at Invictus Research | Check out our FREE Macro Handbook at https://t.co/FcFoQSknwz
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.
Jamie Coutts CMT @Jamie1Coutts
14K Followers 942 Following Chief Crypto Analyst, @Realvision | Built the crypto research product at Bloomberg Intelligence | Freedom over Fear. Always. #Bitcoin
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🤿
TheHappyHawaiian @ThHappyHawaiian
35K Followers 596 Following I’m buying silver, platinum, uranium, oil, and metals for the trades of the decade. I don’t live in Hawaii, just enjoy it immensely! Personal opinions only!
Alex Gurevich @agurevich23
46K Followers 414 Following CIO, HonTe Investments. Ran global macro at JPM. The Wall Street Journal Bestselling author of The Trades of March 2020. https://t.co/sqyXb0yp7a
Marc Cohodes @AlderLaneEggs
174K Followers 679 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Jeffrey P. Snider @JeffSnider_EDU
120K Followers 927 Following Host Eurodollar University channel. Monetary science reborn. Putting central banks where they belong.
Nicholas Glinsman @nglinsman
17K Followers 1K Following Co-Founder at Malmgren-Glinsman Partners Macro PM, Brevan Howard & Salomon alumni. Macro & geopolitical commentator. London School of Economics
Warren B. Mosler @wbmosler
30K Followers 81 Following White Paper: https://t.co/d1bTABI1QC My free short online book, The 7 Deadly Innocent Frauds of Economic Policy: https://t.co/bFdUV9ynJp
Diane Swonk @DianeSwonk
47K Followers 615 Following Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 36 yrs experience in financial services & consulting . RTs not endorsements. She/her
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment 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.
Pavel | Robuxio @PKycek
7K Followers 325 Following Systematic crypto trader. Sharing lessons from 16+ years of trading. Replicable approach to profitable crypto trading. No financial advices. @robuxio_com
Wifey @WifeyAlpha
180K Followers 4K Following Systematic Investment Research // Wifey Alpha Multi Strategy Index // Free Mobile App & Dashboard // Bloomberg Ticker: $WIFEY // Trading Strategies
Fibonacci Investing�.. @FibonacciInves1
7K Followers 113 Following Macro Investing...done right. Only personal opinions....not selling anything. Not financial advice. Definitely don't take advice from @2hot4stocks ;)
Darth Powell 🦈🇺.. @GRomePow
20K Followers 897 Following Top 25 Business School Grad - Finance Formerly Series 7, 6, 63 Licensed New Century Mortgage (Big Short) Account Exec Backup: @gromepowburner
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Prometheus Research @prometheusmacro
37K Followers 249 Following Research service with the goal of democratizing finance. Making institutional-quality insights and research available to the public.
Joe Consorti ⚡ @JoeConsorti
33K Followers 979 Following Analyst @TheBitcoinLayer | Advisor @TheyaBitcoin | Building https://t.co/GkPBRHNnFO
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
unusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
vwaptrader1 @vwaptrader1
53K Followers 1K Following We are all just one trade away from humility. Feeding market makers order flow since 93. Never saw a bid I didn't like. Get in, Get out, Get PAID!
Alex Becker 🍊🏆�.. @ZssBecker
1.0M Followers 27 Following Hyros. Neo Tokyo. Life stuff on https://t.co/lcpQ4QMUFn | 2024 Holds n Partners https://t.co/PEDIyoSP6q
Benjamin Miller @BenMillerise
9K Followers 661 Following @Fundrise, Co-Founder and CEO. Disclosures: https://t.co/JSVDJ9VA6F https://t.co/qkf3tWxO5i https://t.co/8lYnOMDEpi
Doc @docXBT
20K Followers 233 Following Perpetual Student Founder: @TheClinic_ Analyst: @TheParagonGrp Live Stream: https://t.co/swj2yB3017
Hugh Hendry Eclectica @hendry_hugh
94K Followers 28 Following Founder Eclectica Macro, St Barts luxury hotelier, investor 📸 & 📺: hughhendryofficial | ✉️ Media & Sponsors [email protected]US Oil & Gas stocks are historically cheap to the broader market.
CPI Core ex housing (supercore) YoY. Do you guys see the Second Inflation Wave now? This was challenged (👍) and even mocked (👎) by many only a few months ago, including by some who now embrace it as their own.
If you are asking yourself what is going on with gold right now, check out this excellent chart and this post's comments in addition to the one linked for more insight (chaotic I know, but there's lots of good stuff in both so appreciate X chaos). x.com/dampedspring/s…
Perhaps this is better. Red is post Ukraine Pre Banking bailout. Red still getting driven by real rates but also Anti USD vector. Green has become heavily correlated to Anti Fiat perhaps and is disconnected from real rate vector @BobEUnlimited @abcampbell
Issuing more t-bills at an accelerating pace is a precondition to becoming a banana republic. This is the type of thing you see emerging markets do, not the issuer of the world's reserve currency and neutral reserve asset. If you believe that the Fed's primary goal is smooth…
For the record and full transparency. Here is plot of ket FCIs: Goldman (GSFCI right scale); Fed(FRFCI) and Chicago Fed (CFFCI). Larger numbers are 'tightenings'. Even on #Fed index conditions are now near 'neutral'
Follow up response to Global #Liquidity and #FederalReserve FCI (financial conditions index). Here is Granger causality test result requested. Cannot refute causality of Global Liquidity 9 months ahead...
What is Macro/Crypto Summer and why does it matter? Well, macro summer has started, its the part of The Everything Code cycle where the ISM picks up (GDP growth).... 1/
USD liquidity -> sideways to UP EUR liquidity -> DOWN Guess what inflation spreads will do from here, folks? Fed/ECB/BoJ/PBoC watch -> stenoresearch.com/watch-series/g…
This is a #Bitcoin long timeframe risk signal I've been working on. Scale in when risk is low, scale out when risk is high. It's saying, "enjoy the dip while this consolidation last". This is not the top, it's simply ATH consolidation.
CRUDE OIL I see generalists getting bulled up... Managed futures strategies piling in (below). Sorry to report the move is much closer to the end than the beginning...call it the 8th inning. Don't kill the messenger.
Mid-week update before March Opex. Things are pretty precarious. I don't want to sound like an options nerd, but these next few days are some where vanna and charm are huge and matter. My guess is continue to have steady buying, with violent sell offs as people try to get out…
I think many of you followed me mainly to get updates on #Bitcoin Aggregate Risk Model so I owe you an explanation as to why I stopped publishing it. The quick answer is that at some point I began to question if aggregating underlying metrics makes even sense. 1/🧵
The most important data in the Employment Situation report that gets ignored every month Momentum in cyclical industries like manufacturing, trucking, homebuilding, temps, etc Right now, cyclical momentum is turning higher on a 6m annualized basis This is not what a recession…
Elliott fam so happy to bring home our newest member, baby C. Petunia (our golden retriever) is most excited, though still figuring out what kinda of dog it is. She’ll be having fun with her new friend soon! Try not to break the expansion while I’m offline for a little bit…
BTC at 71k puts us *here* in visual of the upper and lower bound models. Upper bound right now is 337k. So this bull market is still early, equivalent to 20k of last cycle. Last cycle didn't hit the upper bound due to the flood of paper BTC, this is less dominant this cycle.
A potential change in leverage calculations could make banks a limitless purchaser of Treasuries just as future issuance is surging. This well worn path of sovereign financing would boost liquidity across markets and place upward pressure on asset prices. fedguy.com/manufacturing-…
@PauloMacro I thought this was completely free but after first article every time it is asking to become paid subscription to read further
More on the present shit show: A job growth metric I track is below its growth rate from 2011-2019 and setting lower lows as hiring and openings collapse. Nonfarm payrolls has been revised down more than any time since the 2000s as media cheer the artificial job numbers. Fed…
THE WEEKLY EQUITY VALUE MATRIX Materials still look the most interesting to us paired with the marginally improving sentiment in China Find all matrices across assets -> stenoresearch.com/watch-series/p…
Trends for United States
You might like
