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✨ I have some *big* news to share. This week, Smartkarma completed the acquisition of Helixtap Technologies, a global commodities alternative data and Insights provider. I’m psyched!!!
✨ I have some *big* news to share. This week, Smartkarma completed the acquisition of Helixtap Technologies, a global commodities alternative data and Insights provider. I’m psyched!!!
Dear Friends, Fellow Investors, and Research Enthusiasts, We're excited to reach out to you as we approach an important milestone — surpassing 7,000 followers on 𝕏. Achieving this will significantly enhance our visibility and help us connect with more like-minded individuals.…
🚨 Smartkarma's Weekly Review 🚨 (Don't forget to share) 1. China dominates global manufacturing (via @HayekAndKeynes)
Thermal Coal: coiled spring? Coal prices are back down to 5-year averages. There is no froth, no rabid excitement… and that’s likely bullish. #OOTT @hkuppy @Josh_Young_1 1/n Chart courtesy @Barchart
Deep down, everyone's a fan boy!
Deep down, everyone's a fan boy!
My meeting with this amazing guy - linkedin.com/posts/ragkap_i…
“The hiking cycle is over! Time to re-steepen the USD curve and allow 6m to 2yr rates to drop significantly This is the best way to tempt money back in to deposits and the Fed knows” — @AndreasSteno Do we all agree? If yes, pls RT 🔁
🧵 Smartkarma #threadoftheday 🧵 ASMPT (522 HK): PAG Potential Privatisation? 👉 Continue Reading 1/
Noticed anything new on Smartkarma? We’ve released a new feature powered by @quartr. With the Quartr Events integration, you get to listen in on earnings calls while doing your research on publicly listed companies. Experience it firsthand, only on the Smartkarma platform.
Wow! Would not have thought Bangalore was most affordable... esp compared to Bhubaneswar?!
Wow! Would not have thought Bangalore was most affordable... esp compared to Bhubaneswar?!
We grew 10x in 18 months... and every single user in the #smartkarmacommunity has valuable stories to share - how we make a difference to their investment journeys.
We grew 10x in 18 months... and every single user in the #smartkarmacommunity has valuable stories to share - how we make a difference to their investment journeys.
[#ICYMI] If you're a private investor, you can avail: Unlimited access to Smartkarma Plus For just $49.99/month Instead of 1 newsletter at a time, you stream into the the best minds in research with one, powerful Smartkarma subscription that's priced fairly. There's more [🧵]
STENO RESEARCH WEEKLY POSITIONING WATCH by @AndreasSteno * Equity markets are still short * JPY, CAD, and AUD still amongst most hated currencies in the world (positioning-wise) * Energy longs are still heavy * Markets still short bonds 1/
If there’s one thread you need to follow every week it’s this 👇
If there’s one thread you need to follow every week it’s this 👇
Great timing - on the ground updates on how HK-opening to China is faring for F&B and other services companies.
Great timing - on the ground updates on how HK-opening to China is faring for F&B and other services companies.
A big, warm welcome to @AndreasSteno and his team to @smartkarma where we champion bold, independent Insight that moves markets. 💚
A big, warm welcome to @AndreasSteno and his team to @smartkarma where we champion bold, independent Insight that moves markets. 💚
Smartkarma @smartkarma
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Michael Fritzell (Asi... @MikeFritzell
28K Followers 2K Following 15 years in Asian equities. I'm the author of the "Asian Century Stocks" Substack newsletter (https://t.co/SECHidmM9w). Personal account.
Nitin Mangal @nrmangal
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Maxine @yagawanaom52692
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MandyStephens @h74wu35M6mFb9FH
31 Followers 3K Following
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Thesmi @ThesmisLLb5r
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Kuppy @hkuppy
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Samir Arora @Iamsamirarora
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Marc Cohodes @AlderLaneEggs
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The Transcript @TheTranscript_
89K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Michael Pettis @michaelxpettis
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Javier Blas @JavierBlas
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MuddyWatersResearch @muddywatersre
247K Followers 919 Following Part official account of Muddy Waters, LLC and affiliate Muddy Waters Capital LLC; part personal account of someone at MW.
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Berna Barshay/HedgeFu... @Hedge_FundGirl
12K Followers 2K Following 27 years of picking and trading stocks, but still a Comp Lit major & theater nerd at heart. Partner at Wall Street Beats. https://t.co/vCk7YWcMVt
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87K Followers 94 Following Managing Director @Kalaari. Committed to entrepreneurship in India, meditation, Yoga enthusiast, avid hiker and mom of two girls.
J Capital @JCap_Research
24K Followers 777 Following Activist short- and long-research shop publishing investigative reports on publicly traded companies. @jcapresearch.bsky.social
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