lvoa.Jet.p @writertable
Joined June 2020-
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Are inflows into the US over the last 10 years come from the dollar's reserve currency role -- or are they simply from private investors seeking more yield (or greater equity market returns) than they get at home? A new blog 1/ cfr.org/blog/dollars-g…
8/ See beyond the spreadsheets. "I value a broad classic liberal education. Don't take business courses in college." Singer recommends studying history, political science, philosophy, and religion instead. His co-CIO Jon Pollock (with him since 1989) thinks like a lawyer but…
The right numbers for China. ~ $700 in LT Treasuries in US custodians ~ $300b in LT Treasuries in non US custodians (mostly Euroclear), obviously an estimate ~ $250b in bills and deposits ~ $200b in Agencies in US custodians ~ $300b in equities ... 2/
Runway of Tariffs Made in a single day using: Images – GPT-4o Image Gen Video – @LumaLabsAI Global trade has never looked this good.
I'm not crying, you're crying 🧵 1. literally watered up
Dads - A thread 🧵 1. Dad doing things right
I've spent the past decade at leading hedge funds like Millennium, Citadel and a Tiger Cub. I often get questions about how to perform due diligence on a new stock. I will use $NVDA as an example. Here are 10 critical things new investors often miss, based on my experiences:
This is Dario Amodei. He's the CEO behind Claude, one of the world's most advanced AIs. Yesterday, in a 5.5 hour conversation with @lexfridman, he revealed our timeline to superintelligence. Let me save you 5 hours: 🧵
Feeling down? This thread will put a smile on your face. 1. Olympic gymnast Zhou Yaqin was spotted helping out at her family's business in China just a week after winning silver in Olympic.
This is a long, wonky, data-driven, meandering thread about real estate & median lifestyles & home affordability in China. I see a people discussing Chinese homes and wages and affordability on here think about it in a kinda one-dimensional way, and I hope this adds context. 🧵
👨🏫This weekend I was asked by a Wall Street #investing guru, who has a large global following of institutional investors & fund managers, to provide my updated take on the #Uranium bull market case as it stands today.📄🐂 ICYMBI, here's my submission:👇 The World #Nuclear…
13Fs were filed this week. Here are the portfolio updates for 36 of the top hedge funds: Anything stand out?
We have received many queries on what the BIS banking statistics say about the scale of the yen carry trade Here is a short thread on the topic
I still think Bretton Woods is among the most underrated stories not just in economic history but ALL history. A tale of human and economic/diplomatic drama. If you're interested in it on this, the 80th anniversary, here's the requisite book plug👇 amazon.co.uk/Summit-Biggest…
5. Rebalance. Replace stocks/assets that fall out of the top rankings and buy new ones that meet the criteria on a weekly or X timeframe. If you are interested in a couple of other rebalancing techniques, Have a read of Quantitative Momentum.
In 2022, short on electrical grid inertia and long on renewable power, Ireland installed the world's largest flywheel, 130 spinning tons. Why did we do something so preposterous? And are there other, better storage technologies? Let's find out. It's the grid storage thread!
Risk/reward The general idea behind the CLO structure is you can invest in a diversified pool of commercial loans without having to pick the individual winners and losers. Broad exposure and what not. The beauty of securitization is that you can use one pool of loans to provide…
A democracy can only last 200 years. At least, that’s according to 18th-century historian Alexander Tytler. He claimed democracies always follow a predictable pattern and are doomed to end in servitude…🧵
My favority Pitch of Sohn 2024: Couche-Tard by Nikhil Daftary (NK Capital) This pitch is simple to follow and presents a differentiated perspective. A true investing masterclass. Let's dive in -----> 1/n Big Pitcure Let's learn how a convenience store chain has outperformed…
1/🧵 I’ve known Aswath Damodaran is great, but this may well be the most entertaining investment lecture there is. The whole 45min lecture on the WORST VALUATION MISTAKES AND HOW TO AVOID THEM is worth watching but summarizing best bits in this thread. 🫖
Litir @Litir42062
9 Followers 1K Following
Vwaubum @Vwaubum4888779
2 Followers 277 Following
Nathalie @Cireemo6396
26 Followers 905 Following I’m not just a girl, I’m a force to be reckoned with.
DefenseStocksX🇺�... @Wilee8519
34 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
EnergyTransition🇺�... @Fralhi7994223
32 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
VWAP_Strategy🇺🇸 @Whawxorb6274
45 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
PriceActionX🇺🇸 @Awrheacous922
62 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
Whahoo @Whahoo5511
97 Followers 3K Following
Katherine Minarik @MinarikLaw__
243 Followers 4K Following Tech lawyer. Crypto advocate. DeFi fanatic. All views my own.
Solon Treutel @SolonT94411
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michael jan walker @janmichael1996
81 Followers 2K Following Caravan House Car FULLEdition with Textures 1080 New and complete model
Shanghai Macro Strate... @ShanghaiMacro_
135 Followers 2K Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact:
LorenzoDomer @DomerLoren35526
49 Followers 2K Following
T_rap_T @RapLoveG
3 Followers 483 Following
DKT @dktmi6
27 Followers 616 Following
Toarrutou @toarrutou34981
18 Followers 962 Following
Jessie @Ds90a104
320 Followers 2K Following No porn, no sales, a Thai woman living in Toronto who likes shopping, traveling, fitness, swimming, investing, and amateur golf turf killers
Shanghai Macro Strate... @shanghai_macro
833 Followers 4K Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact: [email protected]
Dave Lee @_heydave_
227 Followers 5K Following Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with Al.
Tessa @MannaC018
192 Followers 1K 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.
Lynn @lynn_brandon37
313 Followers 3K Following
Gustave @zbsq19jrkb95213
4 Followers 115 Following
🍷Della🍷 @srdtsd
120 Followers 3K Following Consciously or not, we are all extremely selfish and assume that everything is fine as long as we get what we want.
Another value investo... @RecoveryTrade
3K Followers 5K Following Event Driven, Deep Value w/ Catalyst, Real Assets. 中文/Eng
Next 100 Baggers @Next100Baggers
12K Followers 89 Following Engineer & ex-commodity trader | Spotting 10–100X SMID caps before Wall St | Averaging 50% CAGR since ’12 | Free deep dives👇Opinions only. Not financial advice
CONTEXT VIDEOS @Context2X
8K Followers 921 Following 📍Contents: History l Educational l Life l animals l interesting stuffs.
The Long View @HayekAndKeynes
153K Followers 682 Following Institutional Investor. Named a top finance account by BI. Featured on WSJ, FT, Bloomberg. Incoherent ramblings about life, markets, and politics.
Menthor Q @MenthorQpro
81K Followers 169 Following Futures & Options Quant-Driven Market Intelligence | Smarter Trading https://t.co/RsjYbH3zaL | Risk Disclosure https://t.co/7UYmRf9E91
OSINTdefender @sentdefender
1.5M Followers 1K Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPr
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Mao @Maoviews
67K Followers 909 Following "It doesn’t matter whether it is a white cat or a black cat, as long as it catches mice, it is a good cat." 中国通. The Better China Hand.
Citrini @Citrini7
88K Followers 2K Following Thematic Cross-Asset Investor | @Citrini7 is my only account
AP Research @AlphaPicks
16K Followers 1K Following $50k on caffeine and a terminal | Global macro, multi-asset strategy, thematics.
Chen Weihua （陈卫... @chenweihua
234K Followers 4K Following China Daily contributing columnist. Former EU Bureau Chief, Chief DC, NY reporter. Knight Fellow Stanford, WPI Macalester, Freedom Forum UH Manoa. Views My Own
ₕₐₘₚₜₒₙ... @hamptonism
168K Followers 682 Following quantitative finance │ defense tech │ ai/ml. Atmosphere Modeling @MenthorQpro. -@hamptonlibrary.
Kai-Fu Lee @kaifulee
1.4M Followers 689 Following #AI Expert, CEO of @01ai_yi and Chairman of 创新工场 @sinovationvc, former President of Google China, Author of AI 2041 and NYT Bestseller AI Superpowers
AI Notkilleveryoneism... @AISafetyMemes
88K Followers 1K Following Techno-optimist, but AGI is not like the other technologies. Step 1: make memes. Step 2: ??? Step 3: lower p(doom)
David Orr @orrdavid
20K Followers 84 Following I run the long/short $ORR ETF - https://t.co/VarMOIVCah I also run Militia Capital, a long/short hedge fund.
Anna Wong @AnnaEconomist
66K Followers 286 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics @UCberkeley. All opinions are my own.
David R. Liu @davidrliu
74K Followers 64 Following Professor at Harvard, Broad Institute, & HHMI. Our lab integrates chemistry & evolution to illuminate biology & enable new therapeutics. IG/Threads: @davidrliu1
Alex Etra @EtraAlex
5K Followers 2K Following Senior Macro Strategist, Exante Data. Ex-Fed. Views my own. @exantedata
Kevin Carpenter @kejca
18K Followers 58 Following Kingswell || A little uncommon sense from Warren Buffett, Charlie Munger, and other legendary thinkers
Scott Kennedy @KennedyCSIS
21K Followers 152 Following Senior Adviser and Trustee Chair in Chinese Business & Economics, Center for Strategic & International Studies
Suttichart @joe_seacret
5K Followers 374 Following Suttichart Sarapaiwanich, the comic artist who created JOE the SEA-CRET Agent since 1999 in Thailand and a lecturer at Digital Art faculty, Rangsit University.
Restructuring__ @Restructuring__
40K Followers 464 Following IB RX - MF PE - HF Investor sharing lessons mostly on Restructuring and Distressed Debt - Check out Pari Passu! DMs are open!
TechStockFundamentals @TechFundies
15K Followers 368 Following Tech investor for ~25 years. Ran large hedge fund for 10 of those. Here to help. Not investment advice.
Doujin Sak @doujinSak
75K Followers 176 Following ทวิตนี้สำหรับผู้มีอายุ 18 ปีขึ้นไป ถ้าหาเพจไม่เจอเซิทในเฟสว่า "DjsOpen" รูปโปรไฟล์เดียวกัน
suthichai @suthichai
3.2M Followers 3K Following Founder, Kafedam Group; Co-founder of Nation Multimedia Group, Bangkok, Thailand.
Eric @EricFlaningam
15K Followers 589 Following Tech research, value investing, and data visualization | Author of Generative Value | Felicis Ventures
Liz Hoffman @lizrhoffman
21K Followers 1K Following writing about biz & finance @Semafor. @WSJ alum. author of CRASH LANDING https://t.co/kMLVAEe7wq
Kevin Van Trump @KevinVanTrump
29K Followers 618 Following CEO at Farm Direction, Author of The Van Trump Report, Founder of @FarmconConf, Angel Investor, Trader, Board Member, and host on the "Highly Volatile" Podcast
YUAN TALKS @YuanTalks
93K Followers 969 Following On-the-ground China Market Intelligence for Professionals. No hype. Just real information.
Eduardo Vanin @EduardoVanin4
13K Followers 72 Following Soybean Analyst for Brazilian Market. https://t.co/WS9Rj2rpG1
Tommy Lee @TommyDeepwater
13K Followers 648 Following Former Oilfield Services LevFin/HY analyst in 2014-2017. More recently CLO debt PM. Sharing industry research.
Craig Fuller 🛩🚛... @FreightAlley
89K Followers 6K Following Freight affiliated media. Founder - FreightWaves: Freight market intelligence SONAR: High-frequency freight data Firecrown: enthusiast media esp. transport
FreightWaves @FreightWaves
47K Followers 210 Following FreightWaves is the most trusted provider of global supply chain news and market intelligence.
S&P Global PMI™ @SPGlobalPMI
74K Followers 259 Following #PMI insights and news from the economists who produce the PMI surveys @SPGlobal. Get access via the link below.
baufinanciaphaster �... @bauhiniacapital
24K Followers 6K Following 残り物には福がある. Trafiquant de l’ésotérique. Int'l Man of Mycterism. Usually couth, sometimes kempt, often gruntled. Strong convictions, held weekly (or more often).
Shanghai Macro Strate... @shanghai_macro
833 Followers 4K Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact: [email protected]
Shubham Garg @WhiteTundraSG
28K Followers 606 Following Betting on the world's growing thirst for Energy. Chairman @ $PEI.V
Gero Patterer @GeroPatterer
5K Followers 296 Following Macro Research Analyst | CFA, Data Science, Finance | An investment narrative without data is just a fairy tale
JohannesBorgen @jeuasommenulle
52K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
Invest In Assets 📈 @InvestInAssets
111K Followers 422 Following Helping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈
Aswath Damodaran @AswathDamodaran
434K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Oliver Rakau @OliverRakau
10K Followers 583 Following Chief Germany Economist and ECB commentator @OxfordEconomics. All views very much my own.
Compounding Quality @QCompounding
462K Followers 396 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
JRT @iteacha
36K Followers 719 Following 📈 24 years in markets—risk, strategy, execution. 🎯 Long-term vision, short-term precision. 🚀 Wealth through discipline. 🔍 Filtering noise, finding signals.
Hindenburg Research @HindenburgRes
878K Followers 0 Following Popped bubbles as we saw them, including our own. We expressed strong opinions. Not investment advice.
Alex Barrow @MacroOps
29K Followers 1K Following Triangulating markets through technicals, sentiment, & macro Founder of MO: Research & Community for traders seeking an uncommon edge https://t.co/4VCCRiFxm6Trends for United States
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