Macro Twain @macrotwain
Global Macro PM. Treat my tweets as no more than a trader's journal "I'm not predicting, I'm observing" New York, NY Joined May 2020-
Tweets4K
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One of the best political tweets of all time x.com/JDVance/status…
One of the best political tweets of all time x.com/JDVance/status…
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He seems to be in a rush after such wonderful earnings 👀$SNOW
He seems to be in a rush after such wonderful earnings 👀$SNOW https://t.co/pySv07boor
Many transhumanists in Silicon Valley would readily agree theepochtimes.com/us/putin-xi-ho…
Sometimes a meme video nails the zeitgeist x.com/financedystop/…
Sometimes a meme video nails the zeitgeist x.com/financedystop/…
$SNOW added $15b of market cap on a non-GAAP "beat" of $30m If you look into the print, its all stock-based-comp & amortization being added back The best part is that they repurchased a ton of stock yet still have the same shares outs Their cash flow stmt is a hot oven 🔥
Great article below from @hkuppy and worth reflecting on this comment from PAA There is tons of leverage financing the hyperscalers, actually Yes Meta has the money to sign a triple net lease on a data center, but that rent is not financing the buildout - PE debt is People can…
Great article below from @hkuppy and worth reflecting on this comment from PAA There is tons of leverage financing the hyperscalers, actually Yes Meta has the money to sign a triple net lease on a data center, but that rent is not financing the buildout - PE debt is People can…
Shocking! "Sales of lab-grown diamonds at Walmart, the country’s second-largest fine jewelry seller behind Signet—soared 175% in 2024. Walmart sold its first lab-grown diamonds in 2022, but now the stones make up half of its diamond jewelry assortment." wsj.com/business/retai…
Dudley says 3 reasons: Trump, Trump, and Trump
AI doesn't sell for salespeople in a recession $MSFT
I think this is a pretty clear threat by China to attack Israel, if the US attacks Iran
The FBI should do a single day 6am sting on every piece of Chinese farmland in America Sorry to the innocent Chinese American farmers, but the CCP hates you as much as everyone else x.com/JTLonsdale/sta…
The FBI should do a single day 6am sting on every piece of Chinese farmland in America Sorry to the innocent Chinese American farmers, but the CCP hates you as much as everyone else x.com/JTLonsdale/sta…
AI tells us which AI stocks to buy to benefit from the inevitability of AI...
AI tells us which AI stocks to buy to benefit from the inevitability of AI...
Its interesting how the judiciary will create a constitutional crisis to defend the trade deficit, illegal immigration, US Aid. Its the same bureaucratic overreach as the Fed; and equally protected by the "system" Elite capture
The only way this stops is with public hangings nydailynews.com/2025/05/23/nyp…
Paulo Macro @PauloMacro
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contrarian 8888 @contrarian8888
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The Klendathu Cap @KlendathuCap
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RateCutTrader🇺🇸 @Gorho5348764
41 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
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Paulo Macro @PauloMacro
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Kuppy @hkuppy
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contrarian 8888 @contrarian8888
63K Followers 840 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Michael Green @profplum99
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Alexander Stahel 🌻 @BurggrabenH
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Simon Ree @simon_ree
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