marketnews @marketnewsG
Joined September 2022-
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Panic led to lockdowns. Lockdowns led to fiscal stimulus. Stimulus led to inflation. Inflation led to monetary tightening. Tightening leads to recession. The panic wasn’t free - and the bill is coming due.
Seteteigh @seteteigh56012
10 Followers 437 Following
AIIy @boshara1991
56 Followers 2K Following You only have one life, so you might as well be brave. If you don’t know how to learn, just work hard if you don’t dare, and if you can’t, just do it.🤞🤞🤞
Emily @SarahGrind23015
2K Followers 3K Following "She is a dream catcher, turning dreams into reality."
Ellie @chen0912a02
337 Followers 272 Following Not achieving your goals is painful， But it’s more painful than giving up on the goal entirely. Get back on your feet and don't stop until you succeed.
Gordon @AltcolnGorrdon
88 Followers 2K Following Buying altcoins low & selling them high since ‘17📈 Always looking for undervalued gems💎🚀 Follow @crypto_crib_ to always stay ahead of the market! 🤝
Beauty, @JojouuB
78 Followers 2K Following Receive my blessing, forget all the troubles, you will be happy every second, smile in the mirror, happy to the old from now on, think of a better tomorrow, bel
cajun deuce @Deucedousay
769 Followers 5K Following veteran trader, grandfather of 9, Bulls make money, Bears make money, hogs get slaughtered! You agree?
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Alf @MacroAlf
424K Followers 249 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
10-K Diver @10kdiver
290K Followers 160 Following I help people understand the fundamentals of finance and investing.
zerohedge @zerohedge
1.9M Followers 900 Following
Investing.com @Investingcom
1.1M Followers 290 Following 📈 Real-time global financial market data, news, analysis, charts, tools & more • In 30 languages via our app or website • FREE, for everyone, anywhere! 🌎
Gavekal @Gavekal
28K Followers 16 Following Gavekal is one of the leading independent providers of global investment research. It also advises a select range of funds and offers software solutions.
Mohamed A. El-Erian @elerianm
682K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Why the need to publish and publicize everything? Keep your life low key and let them assume what they want; almost always incorrectly.
Dia ni dengan KA memang bahaya time bulan puasa 😭
Biden's Dept of Fake Data doing its thing: August jobs revised down by 62,000, from +227K to +165K September was revised down by 39,000, from +336K to +297K 8 of the past 9 months have been revised lower
@KeithMcCullough Secret Powell minutes:
Equity investors could be in for a rude awakening…
Yield curve inversions and tightening of financial conditions historically precede recessions by 12-24 months. Pretty much everybody at month 8-9: “100% chance of a recession hitting soon!” Literally everybody at month 16-17: “Recession cancelled, this time is different”
Malaysia Aims To Become A Semiconductor Powerhouse zerohedge.com/markets/malays…
Trading Stages in the Company Life Cycle morganstanley.com/im/publication…
Right on schedule *DIMON WARNS WORLD MAY NOT BE PREPARED FOR FED AT 7%: TOI x.com/zerohedge/stat…
It's almost time for another small bank failure so Jamie Dimon can soak up all their deposits.
Lots of great data and fascinating frameworks in this new book by @MagicRatSF. Especially relevant for multi-manager funds: Moneyball for the Money Set: Using Sports Analytics to Predict the Returns of Portfolio Managers with Startling Accuracy a.co/d/gmxLy7P
10 books that will fast-track your learning journey in global macro. A thread. 1/
Also, and very relevant - so far we only talked about income and RoE, but what about liquidity? Post GFC, European banks were asked to keep a Liquidity Coverage Ratio (LCR) > 100%. This means they always must have enough High Quality Liquid Assets (HQLA) to meet... 6/
“The most important quality for an investor is temperament, not intellect” - Warren Buffett
all men secretly believe they might be the next michael burry
Re-reading is probably more important than reading. Seek to cognitively own a great book rather than just reading it.
"I don't have talent, so I just get up earlier." – Henry Rollins
This Dot Plot update is massive. 12 out of 19 FOMC members expect Fed Funds between 4.50% and 5.0% by the END of 2023. Fed pivot my a*s.
A very interesting Fed meeting. As always, the devil is in the details. Let's have a look at some of the most interesting nuances and market implications. A thread. 1/
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