I have to tell you that all the macro newsletters and general macro commentary I listened to over the past few years were complete and utter bullshit Only momentarily was I tricked and fooled by the plots and schemes of bank strategists spouting off fanciful things like a commodity supercycle. Druck going on CNBC talking about 10 years of darkness while loading up on NVDA calls. Peter Ziehan shilling his new book claiming to be an expert on everything. Please
@pythianism Maybe try a better source for macro @crossbordercap don't miss🫰 Mike Howell is the 🐐
@pythianism It’s no different from degens shilling their bags on ct
@pythianism .@pythianism let's get you on the @MilkRoadDaily Podcast to chat all things markets and crypto The Milk Road audience wants more Vance Spencer! Check DMs and lets set it up!
@pythianism The global economy is so complex. Our level of understanding is akin to a medieval African witch doctor's understanding of anatomy.
@pythianism This isn’t true for @RaoulGMI The only macro guy i listen to and been listening for the last 4 years Has the best insights Especially helps stay sound in the bear
@pythianism @SplitCapital You don't ever see a macroist saying stocks will simply go up.
@pythianism Remember when ziehan said BTC will go to $0 and then BTC proceeded to pump like 200% Good times
@pythianism Then I guess you missed Raoul Pal's GMI news letter that for several years has been saying load up the truck on crypto and that crypto is macro...
@pythianism Tbf, everyone has been wrong about everything this past 2 years
@pythianism Ziehan is the most confident and convincing wrong person
@pythianism That old Buffet lesson about not putting Macro at the centre of your analysis is kicking in.
@pythianism what do you think was Druck's angle? Seems like a high integrity guy so the mismatch between words and actions confuses me
@pythianism You got to get better macro takes. Ziehan??!? The fuck?
@pythianism Macro is all BS , it’s just a scapegoat reason that whales use to fear monger & get investments to dump so they can get retail to sell & load up cheap
@pythianism @antiprosynth Crunching your own data, making your own research and surviving long enough to be able to read between the lines is the only way to make it
@pythianism If anyone presents them an expert on everything, then that is the first red flag.
@pythianism Poor druck mentions multiple times in interviews that he might change his mind in a week or less and shouldnt be relied upon. I really like him
