MacroGuru @macroguru9
The New Age Chanos. Short Everything. CIO at Family Office. Wharton Alum. Supporter of Indian Cricket. Ex MS, DB & Citi. Joined July 2010-
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Evergreen trade on Fed day - max long nonsensical takes on fintwit
The first rally of May! And last.
Not surprising given that the huge amount of homes under construction has started to fall. The question is when do construction jobs start to fall? First, one reduces hiring. Next one starts firing.
Not surprising given that the huge amount of homes under construction has started to fall. The question is when do construction jobs start to fall? First, one reduces hiring. Next one starts firing. https://t.co/jUY3cfAhoI
Momentum parties and hangovers ft.com/content/89798c… via @FT
Fedwatchers continue to push back their expectations of when the central bank will lower rates More of them now anticipate just one or two cuts this year—and that was before Tuesday's uncomfortable ECI report wsj.com/livecoverage/f…
Fedwatchers continue to push back their expectations of when the central bank will lower rates More of them now anticipate just one or two cuts this year—and that was before Tuesday's uncomfortable ECI report wsj.com/livecoverage/f… https://t.co/jGSgZZQJwz
Prices paid through the roof! Highest since June '22 Prices paid 60.9 vs 55.4 exp. Pr 55.8.
The Fed lectured us for 3 years, that the bottom 40% of Americans only have $400 in the savings account for emergencies. Then interest rates surged 5-7%, far more on credit cards - then inflation had its largest 2-3 year run in 30 years. And somehow Wall St analysts tell us how…
The Fed lectured us for 3 years, that the bottom 40% of Americans only have $400 in the savings account for emergencies. Then interest rates surged 5-7%, far more on credit cards - then inflation had its largest 2-3 year run in 30 years. And somehow Wall St analysts tell us how…
Incomplete KYC: 1.3 CRORE investor accounts on hold. They can't transact, redeem mutual funds or sell off their shares. 1.3 crore!
Not hawkish at all..... RBNZ’s Hawkesby: Labour Report Indicates Risk Of Job Insecurity - Employment Data Confirmation Of Trend We Were Expecting To See
Make no mistake, am bearish risk given ECI, just waiting for better levels to reload.
Make no mistake, am bearish risk given ECI, just waiting for better levels to reload.
We are medium term bearish risk, but NAS and Spoos seem quite oversold intraday. Would not be surprised to a see a small rally which we will sell into.
We have closed our SPX shorts ~ 5050, will loook for better levels to reload.
~$1.5bn 0DTE delta puke the last 10 mins into the close
Stagflation is real and here. We are dialing back some equity shorts ahead of Amazon earnings but will look for any pop to reload.
2030 LMAO. Sell this garbage.
National Association of Credit Managers April Report - sharp fall
Wifey @WifeyAlpha
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𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
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Le Shrub🌳🔥🇺�.. @agnostoxxx
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shaneyyricch @shaneyyricch
142K Followers 655 Following Youtube and TikTok hate me. I wonder why. @thestreetpollerEvergreen trade on Fed day - max long nonsensical takes on fintwit
Not surprising given that the huge amount of homes under construction has started to fall. The question is when do construction jobs start to fall? First, one reduces hiring. Next one starts firing.
I wonder what's going on here. Noisy series, but still.
Yellen Warns on Risk to Fed Independence: BBG She must be referring to Biden's prediction that "before the year is out, there’ll be a rate cut”
@dampedspring Can you translate that into non hippie? Between you and @Dcpcooks I never know whats going on because its always some song reference 😅😭
Happy Fed decision day to all who celebrate
time for the best day of our lives
no...
@hendry_hugh Could you get a US rate cut and a Japan hike simultaneously?
Today's US session will be lively to say the least. ADP, PMI, ISM, QRA, FOMC, Powell's presser and sorry if I forgot something. See you later, caimans.
Nikhil kamath vs RaGa needed and winner will get the peak delulu award
Strategy, patience & foresight! ♟️ Just like in chess, Shri @RahulGandhi stays ahead of the game, always thinking several moves ahead!
Yields mean everything . Get them rite and you will get everything rite . They made the monster and they will kill the monster . For real 💋
Friendly reminder - Pet Rock yields nothing . No dividends . Negative swap points . Just a shiny yellow fcking rock . Kitty 🐱 Kats do like them - so there is that 😘
Recession has started. Bear market has begun. CNBC will not tell you all this. It’s not in their best interest.
Fck it feels good nailing shit ! Well deserved . Happy 🤙
To the moon!
The Swiss Franc is still horrifically over valued. In todays higher for longer environment anyone paying 5% carry to be short $USD $CHF at current levels needs shooting @donnelly_brent @macroguru9 @VPatelFX @fxmacro @northherofx @PauloMacro
@SamuelRines yes. "They did exactly what they were trying to do and hence their credibility is shot." lol
"On The Verge Of Panic" - Dallas Fed Services Survey Suffers Longest Slump Since 'Lehman' zerohedge.com/markets/verge-…
$es
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