Aneeka Gupta @AneekaGuptaWT
Enjoy macro with a focus on agricultural commodities Director Macroeconomic research @WisdomTreeEU https://t.co/eMU96ho75H London, England Joined October 2019-
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Japan has a long and unsuccessful history of official FX intervention in the Yen. Now is no different. After a brief strengthening, Yen is already falling again. Only way to stabilize Yen is to allow 10-year JGB yield to rise sharply, which is something Japan can't afford to do.
Sanctions bite. Norilsk Nickel, the metals group controlled by🇷🇺Russia’s richest man Vladimir Potanin, will move some copper smelting production from its home country to🇨🇳China, as western sanctions restrict access to key equipment and cut profitability. ft.com/content/2ce876…
Yields on 10-year Treasuries have been above the S&P 500 earnings yield for three straight weeks. This is the first time we're seeing this since 2002: Jonestrading's Michael O'Rourke
China is stockpiling everything from Copper to Oil to Nickel to Iron Ore. That's what you do AHEAD of a currency devaluation. China is preparing something major. More -> stenoresearch.com/steno-signals-…
This maddens me. When schools casually demand that children access apps, tablets etc at home, they are tacitly encouraging online habits that are easy to establish and hard to break. Schools: please think carefully before you normalise kids being online when they don’t have to…
🛢️ Iran is exporting more oil than at any time for the past six years, giving its economy a $35bn-a-year boost even as western countries discuss stepping up sanctions in response to its attack on Israel. stocks.apple.com/AdUnfQ-poQ0-eH…
I still think it's insane @Fidelity is going to start charging people $100 to buy ETFs. Here is the feedback I'm passing along to Abby and the crew: Agreement: Fidelity will start charging up to 15% of all ETF revenue to issuers. Otherwise, retail investors pay $100 per trade…
Looks like MacroQuant may have nailed it again.
Not again!! Tin trades up 17% this month. Hope this statement is correct: “The LME has the necessary controls in place to ensure continued market orderliness”
#Copper and miners
The Fed previously wanted to raise unemployment to dampen wage growth, but now leans on migration doing the job. This suggests strong job gains are compatible with rate cuts, and marks a return to the 2020 framework's asymmetric approach to unemployment. fedguy.com/employment-piv…
BIG BREAKING 🚨 Dhruv Rathee gave brutal bélt trèatment to Modi in his latest interview with Karan Thapar ⚡ He called Modi a 𝗯𝗶𝗴 𝗰𝗼𝘄𝗮𝗿𝗱 & 𝟴𝟬% 𝗱𝗶𝗰𝘁𝗮𝘁𝗼𝗿 and made an appeal to throw him out to save our country. Don't miss this explosive interview, Must watch &…
Bank Of America Warns Of A #Copper Supply Crisis: Metals 'Dance To Their Own Tune'. The bank predicts significant increases in copper prices, driven by a variety of factors including green technology investments, thin inventories and global economic recovery.…
My beautiful daughter just turned 18. From baby to adulthood took a second. Treasure every moment you have with your children, suddenly they move on. ❤️
Fascinating: @DhruvRathee___ , arguably the most widely followed & highly admired YouTube video-maker of his generation in India, whose last two videos on dictatorship have together achieved nearly 50 million views, has said that Narendra Modi is “70-80% a dictator”, and urges…
Probably nothing.
ISM saying prices lowest in 4 years. Surely commodity prices are tumbling then. Let's take a look, shall we?
Fed Bostic says that if the economy continues to grow at this pace, we should cut in 4Q24 (only 1 cut this year)... He believes we will only reach our 2% inflation target by 2026...
Stocks in a bubble? Love this from @sonusvarghese. S&P 500 up 74% since Jan '20. * 48% from earnings * 9% from dividends * 17% from multiple growth Parts of this market are frothy, but to say the rally is all about multiple expansion isn't true.
Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALR
Francine Lacqua @flacqua
66K Followers 9K Following Editor-at-large, Anchor @BloombergTV Half human/half coffee. Podcaster, ‘In the City’ with Dave Merritt. Views my own, not BBG. Retweets ≠ Endorsements.
Kayfabe @kayfabecapital
7K Followers 2K Following Markets, business cycles, & political economy - reality vs narrative. If you don't like it, learn to love it. Never investment advice.
Rutha Sprung @RuthaSprun23337
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Singu @compoundin17
186 Followers 611 Following Uncertainty is certain. Not investment advice. Always do your own due diligence. I know I know nothing, you don't, therefore I'm smarter. Fade the know'ers.
Dutathet @dutathet66378
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catomy @catomy86
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PinHighPizzazz_ @PinPizzazz33612
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Mark Lobel @marklobel
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Lance Roberts Private.. @LanceRobertspv
10K Followers 9K Following l'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @LanceRoberts
es1xkasjrps @mxdc82v8n2h
36 Followers 1K Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
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23 Followers 20 Following I'm Joe V. Joachim, I have been making money since 2008. Huge fan of chocolate and traveling.
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betty weigand @kittieden
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Michael A. Gayed, CFA @leadlagreport
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Rahul @rhemrajani9
53K Followers 303 Following I try to simplify the markets ➡️ Macro insights 🔎 | Stock market info 📊 | Tech news 💬 | 𝐅𝐫𝐞𝐞 🗞️ @TheOneRead | #Spaceshost | Not financial advice.
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
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679K Followers 752 Following Founder of Lyn Alden Investment Strategy. Finance+engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
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308K Followers 420 Following Combining Social Media and Investment Research to Build your Wealth | Goldman Sachs Analyst → CEO | 5000+ Hours of Spaces Hosted
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395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
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57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Kantro @MichaelKantro
86K Followers 807 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Mohamed A. El-Erian @elerianm
681K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
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Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Alf @MacroAlf
424K Followers 249 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Peter Schiff @PeterSchiff
1.0M Followers 297 Following Chief Economist & Global Strategist https://t.co/X35usGhhgW, Chairman https://t.co/Ib5G6n78js, Founder https://t.co/a2VnvnhiKN, Host https://t.co/YAV1Kdqb51
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413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
David Nicoski CMT @davevermilion
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Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Michael J. Kramer @MichaelMOTTCM
117K Followers 621 Following You can visit my website to learn more about me and my Long-Only LT growth strategy. https://t.co/vqSVbYCFmX See disclosures in the link below
Tom Bennett OBE @tombennett71
115K Followers 6K Following Founder researchED https://t.co/oQXPjqTJ9b Behaviour advisor- UK DfE. Professor of School Behaviour, Academica Uni. Substack: https://t.co/EvxAwiV4GD
JW 🇬🇧 @FinanceTiger
2K Followers 1K Following Head of CRM #Investor #Finance #Pensions #Property Nothing I tweet is financial advice, it is purely my personal opinion.
Robert Friedland @robert_ivanhoe
21K Followers 233 Following Founder @IvanhoeMines_ | @IvanhoeElectric | Everything affects everything, everywhere, all the time 🌎
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5K Followers 417 Following Quant Investor - Validea Capital | Excess Returns: https://t.co/Qc8NFhlJvh | Breaking News: https://t.co/Nb8ZQp8bxd
Surbhi @SurrbhiM
29K Followers 2K Following Politics | RG | Sachin Pilot | Tweets on LS 2024 election | INDIA ALLIANCE | Mahadev 🔱 |
Complete Circle @Compcircle
6K Followers 15 Following We are a wealth and asset management firm that specializes in creating long-term portfolios for our clients. We recently launched our PMS. DM for details :)
Oliver Groß @minenergybiz
6K Followers 2K Following Investor, consultant, editor, freelancer, interested in mega trends, energy, mining, tech - The more I learn, the more I realize how much I don‘t know. DYODD.
Prashant Bhushan @pbhushan1
2.5M Followers 73 Following Public Interest Lawyer and Activist; Do and say what is just fair and in public interest, regardless of immediate fallout
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170K Followers 281 Following Trends Journal (@trendsjrnl) publisher and founder of the Trends Research Institute • Master Trend Forecaster • Warrior for the Prince of Peace
John Ʌ Konrad V @johnkonrad
26K Followers 2K Following CEO @gCaptain, maritime journalist, former drillship captain, author of Fire On The Horizon and cofounder @UnofficialNet - K5HIP
Bob Iaccino @Bob_Iaccino
6K Followers 2K Following Co-Founder of Path Trading Partners & frequent financial TV guest. Co-Host of Futures Edge Podcast with @jimiuorio. Here: https://t.co/JPq1lurkel
Annika H Rothstein @truthandfiction
44K Followers 1K Following I'm the Jew Mel Gibson warned you about. CEO of Nomad Ghana 🇬🇭 Journalist. Author. Lover of meat, freedom & smooth cigars. IG: @truthandfiction
Utsav 🇺🇸 @UtsavSanduja
4K Followers 505 Following #Geopolitics and Hybrid State Actors Analyst | Featured in @thehill @washingtonpost @ddnewslive | Opinions are my own
BJDichter Handy Scape.. @BJdichter
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Puneet Sahani @puneet_sahani
75K Followers 320 Following Expert on evolution of #Sikh identity & #Khalistan terrorism. Carrying fwd the legacy of #HarjotOberoi & #KPSGill. Deep interest in Dharma, Economics, Cinema.
Maj Manik M Jolly,SM @Manik_M_Jolly
50K Followers 1K Following Vet-Gorkha,MI. Fellow-@echoinggreen @millersocent @WWF. @IN_MissionInnov ‘19 champion. Global expert @SAIS_ISEP. Ex World Bank,Deloitte. @IndiaSmartGridF winner
Elite Predators @elitepredatorss
72K Followers 475 Following For the ashes of my father and temples of my gods 🇮🇳 Email : [email protected] I make videos here ⬇️
ꜱᴀɴᴄʜɪᴛ @sanchit_gs
52K Followers 1K Following 𝗟𝗮𝘄𝘆𝗲𝗿|𝗙𝗮𝗰𝘁𝘀, 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 & 𝗔𝘄𝗮𝗸𝗲𝗻𝗶𝗻𝗴🎯|Not in Favour of #Casteism |DM 4 Collaboration| Support Me: https://t.co/YI0z0EoTG1
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37K Followers 1K Following Plain climate science & communication. Mission: To understand & protect the home planet. Innovation, energy & health entrepreneur. Board Club of Rome NL
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721 Followers 423 Following ASX: $ELT. #Tin development and exploration company with major projects in Australia and Spain. 🇦🇺🇪🇸
Don Durrett - goldsto.. @DonDurrett
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Nikolay Kolarov, CFA @libertniko
4K Followers 1K Following Illuminating money & investing so you can build wealth (Tweets ≠ advice) https://t.co/wAChyBmdVY & https://t.co/MbfujZbQzh
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169K Followers 1K Following .@UMWallaceHouse fellow; @umichWCEE fellow; The Fight of Our Lives https://t.co/CLX2BRG8BW; @PostOpinions, @nytimes; spokesperson to @ZelenskyyUa(2019-2021)
Kevin Green (KG), MSD.. @KGBULLANDBEAR
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Ankur Singh (Modi Ka .. @iAnkurSingh
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Adam Butler @GestaltU
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baufinanciaphaster �.. @bauhiniacapital
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Gil Gamesh 🔻 @ErnestLemingway
441 Followers 2K Following When patients told Freud that their lives were hopeless or without purpose, he considered this an impressive display of self-awareness.
Mikael Valtersson @MikaelValterss1
38K Followers 904 Following Former officer Swedish Armed Forces/Air Defence, former defence politician and chief of staff Sweden Democrats. Current political and military analyst.Japan has a long and unsuccessful history of official FX intervention in the Yen. Now is no different. After a brief strengthening, Yen is already falling again. Only way to stabilize Yen is to allow 10-year JGB yield to rise sharply, which is something Japan can't afford to do.
Incredible speeds! Who won in this situation?
Vietnam coffee prices are going parabolic ☕📈 ☀️ Heat waves threaten robusta production, exacerbating a global supply crunch 💦 Lakes used to irrigate crops are critically low ⚠️ Farmers/middlemen are hoarding beans as prices are expected to keep surging bloomberg.com/news/articles/…
Copper supply at risk given lack of new mines coming online $FQVLF $SCCO $FCX $NGLOY "Production from existing mines is set to fall sharply in the coming years, and miners would need to spend more than $150 billion between 2025 and 2032 in order to fulfill the industry’s supply…
The Yen is in free-fall and markets wonder if there's a red line. There isn't. The red line that exists is on 10-year JGB yield, which can't rise as this would cause a fiscal crisis. Japan can't simultaneously stabilize Yen and cap yields. Japan's debt put it in a terrible place.
Join us on Tuesday, 30th April for a webinar with @IBKR. We will explore the changing outlook for #Japan's economy 🗾 and key factors fuelling the equity market rally 📈 with @AneekaGuptaWT, Director of Macroeconomic Research at WisdomTree. Register here: ibkrcampus.com/webinars/the-c…
Sanctions bite. Norilsk Nickel, the metals group controlled by🇷🇺Russia’s richest man Vladimir Potanin, will move some copper smelting production from its home country to🇨🇳China, as western sanctions restrict access to key equipment and cut profitability. ft.com/content/2ce876…
Yields on 10-year Treasuries have been above the S&P 500 earnings yield for three straight weeks. This is the first time we're seeing this since 2002: Jonestrading's Michael O'Rourke
China is stockpiling everything from Copper to Oil to Nickel to Iron Ore. That's what you do AHEAD of a currency devaluation. China is preparing something major. More -> stenoresearch.com/steno-signals-…
This maddens me. When schools casually demand that children access apps, tablets etc at home, they are tacitly encouraging online habits that are easy to establish and hard to break. Schools: please think carefully before you normalise kids being online when they don’t have to…
@tombennett71 Daughter getting a hard time from school as grandson 4 won't willingly spend 30 mins a week minimum on the Maths app. Seemingly considered better than the Lego, dominoes, Uno and board games he loves. Should 4 year olds be expected to sit with an app instead of playing?
Camp fire and smores! 🔥🔥🔥
We’re from St Joseph’s!!! 🎶🎶 #GBC24
Packing chaos begins before our final activities!! 😁❤️
Lost property as referred to above!
🛢️ Iran is exporting more oil than at any time for the past six years, giving its economy a $35bn-a-year boost even as western countries discuss stepping up sanctions in response to its attack on Israel. stocks.apple.com/AdUnfQ-poQ0-eH…
I still think it's insane @Fidelity is going to start charging people $100 to buy ETFs. Here is the feedback I'm passing along to Abby and the crew: Agreement: Fidelity will start charging up to 15% of all ETF revenue to issuers. Otherwise, retail investors pay $100 per trade…
Real Estate is starting to lose momentum globally again
Gas prices could surge to a record in the unlikely scenario that Strait of Hormuz shuts, Rystad says 🚢 Asian LNG prices are near highest level this year as traders wait for Israel's response to Iran 📈 Hormuz disruption would send LNG to $100/mmbtu bloomberg.com/news/articles/…
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