David Bitner @Bitner_speaks
Commercial Real Estate, Finance, Economics, Culture & History retweets mostly San Francisco, CA Joined August 2017-
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It is truly hilarious that the American Medical Association is tweeting about restrictions on supply of doctors hurting healthcare.
It is truly hilarious that the American Medical Association is tweeting about restrictions on supply of doctors hurting healthcare.
Great line from Michael Cembalest, JPM..... "Other recent AI news: Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will…
BoA (Subramanian): Buying stocks at these multiples feels bad, but ... perhaps this situation is not untenable - the index has changed significantly from the 80s, 90s and 2000s. Perhaps we should anchor to today’s multiples as the new normal rather than expecting mean reversion…
Bernanke, @JohnHCochrane, Greenspan, Mankiw, Paulson, Rogoff, Romer, Rubin, @LHSummers, Yellen, others, & me: "allowing the removal of Governor Lisa D. Cook while the challenge to her removal is pending would threaten that independence and erode public confidence in the Fed."
Maybe unpopular opinion but tenant protection laws went too far in many jurisdictions. Clever renters could game system & live 12+ months without paying. That loss isn’t absorbed by landlords, it gets baked into higher housing costs for everyone. Good to see DC seek more balance.
Here's student loan debt vs. wages (both real). You can see it's going down.
The little pop in initial jobless claims two weeks ago has fully reversed. Continuing claims continue to run slightly above last year's low level but largely suggest the economy remains in its slow-to-hire, slow-to-fire equilibrium.
Tech companies have raised $157 billion so far this year in public US bond markets, up 70% from what they issued in the same period last year: Bloomberg. Big tech firms have huge cash flows, but also "a pretty heavy capex need" over the next 5-10 years. bloomberg.com/news/articles/…
Dallas Fed President Lorie Logan is out with a speech explaining why she thinks it’s time for the Fed to transition away from targeting the fed-funds rate (a market that is a shadow of its old self) and use the tri-party general collateral rate dallasfed.org/news/speeches/…
IMF data, cited by Apollo’s Torsten Slok, shows that “the share of euros in global FX reserves is not going up and remains low at 20%” (please see chart below). In other words, the euro has not benefited from concerns in some parts of the world about the dollar—concerns that have…
Without tech spending, the US would have been close to, or in, a recession earlier this year: DB's Saravelos. "Perhaps Nvidia, which employed only 36,000 people at the last update earlier this year, holds the keys to all global macro in 2026:" DB
NEW: Every living former Fed chair (Greenspan, Bernanke, Yellen) ... have joined several former Treasury secretaries (Rubin, Summers, Paulson, Geithner, Lew) ... and CEA chairs (Hubbard, Mankiw, Romer, Furman, Rouse, Bernstein) who served presidents of both parties ... in an…
wrote today about how even if you've heard of Mississippi's surge in reading scores, you're probably underestimating it:
Private consumption remains firmly above its pre-COVID trend. There's lots of anecdotes that consumption is becoming increasingly concentrated among high net worth and high income households, but the truth is that the strength of consumption in the face of tariffs is a puzzle...
Energy costs have tracked inflation historically. That stability is now at risk after scores of projects across every source were cancelled over past decade due to permitting. Without reform, we will not have affordable & reliable energy. A partial list of projects affected: 🧵
this is almost too stupid to believe nature invented this great distributed computer called the "price system" to locally calculate scarcity with unimaginable accuracy and precision and immigration services / DOL thinks they can central plan better than this
this is almost too stupid to believe nature invented this great distributed computer called the "price system" to locally calculate scarcity with unimaginable accuracy and precision and immigration services / DOL thinks they can central plan better than this
Trucking has been in my family since the 1960’s. We’ve lived through multiple cycles: Trucking deregulation, oil crisis, stagflation, the S&L collapse, Gulf War, Sept 11, and the financial crisis. I’ve spoken to dozens of trucking veterans with 40+ years of experience -…
Trucking has been in my family since the 1960’s. We’ve lived through multiple cycles: Trucking deregulation, oil crisis, stagflation, the S&L collapse, Gulf War, Sept 11, and the financial crisis. I’ve spoken to dozens of trucking veterans with 40+ years of experience -…
The US is gradually losing its "exorbitant privilege," its ability to issue debt more cheaply than the rest of the G10 when foreign yields are swapped back into $. That loss is most pronounced for longer-term yields where risk premia are building. US deficits are taking a toll...
There is no statistically significant impact of income on crime. Criminality and poverty coexist because they are both caused by the same underlying traits. Giving poor people money will not make them any less violent.
This morning, the @ChicagoFed introduced new labor market indicators that combine private sector data with official labor statistics to provide a real-time view of hiring, layoffs and other job separations, and an early forecast of the unemployment rate. chicagofed.org/research/data/….
Rebecca Rockey @beckywflyhair
1K Followers 551 Following Fitness guru and professional nerd, literally. #economist for #CRE firm by day, fitness junkie before and after! Mantra: because math. Views are my own.
Matt @Uncleberryfun
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YeddaPeter @c6zA2vj03Azs4h
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Liz Annie Sounderz @LizyAnnSondars
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Faith @Easooqawh206
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Oomaucau @Oomaucau94769
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Hazel @Aucemal0534
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Mohamed A. El-Erian @Eler_ianm_
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Jane @VanRodrigues14
67 Followers 1K Following The stock market isn’t champagne bubbles 🍾— I prefer substance over sparkle ✨. Fake smiles & pushy sales? Not invited 🚫.
Musk🚀 @elon_12prime
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Betty @Betty7826311506
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Alf | Personal @PersonalAlf
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SusanWild @GKauNAadZTU78lM
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Cordie Harvey @CordieHarv42730
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DataDrivenTrades🇺�... @Qeaka60016
29 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
PrimaMichael @lrzaIN9EoI1dc9
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FibLevelsPro🇺🇸 @Arquixou3317
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
Mary @morenita4973
275 Followers 6K Following 🇺🇸Constitutionalist🇺🇸 🍊Make America Great Again! 🍊🇺🇸GOD bless AMERICA🇺🇸🇺🇸 Back The Blue 🇺🇸 🚫Rude messages 🚫MAGA! America First! Lover of lif
company trader @Pauldestin24410
100 Followers 3K Following 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧a𝐥 𝐢𝐧 𝐂𝐫𝐲𝐩𝐭𝐨 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬📈(𝙴𝚊𝚛𝚗 𝚘𝚟𝚎𝚛 $𝟷𝟶𝟶,𝟶𝟶𝟶𝚔 𝙾𝚗 𝚆𝚎𝚎𝚔𝚕𝚢 𝚁𝚒𝚘💰💰) 𝐒𝐈𝐌𝐏𝐋𝐘 𝐚𝐬𝐤 𝐦𝐞 "𝐇𝐎𝐖"?
✏️ Ava Whitmore�... @AvaSunnyDay
157 Followers 742 Following 🦅Adventurer & Story Seeker 🦅 From tennis courts to ocean depths to distant lands Devoted to sport, work & time w/ family Living proof: the journe
Mirta @Mirta4809814
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Bethany @beth_________22
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Anna Wong @AnnaEconomis_
176 Followers 3K Following Chief US Economist, Bloomberg LP@economics. Former Fed/CEA/US Treasury, @[email protected] opinions are my own.
Laurie Herman @HermanLaur18751
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Pari @Pari72555
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RoboAdvisorX🇺🇸 @Iklaufquil4444
54 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
ShareholderYield🇺�... @Frarje2736499
76 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
USD_Impact🇺🇸 @Toremieh133
43 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
E-MUSK (CEO OF TESLA) @EMusk018007
74 Followers 1K Following Spacex .CEO&CTO jil https://t.co/i43lT8G0Zk and product architect @ Hyperloop .Founder of The boring company eg|CO-Founder-Neturalink, OpenAl
Michael Redmond @mredmond88
2K Followers 2K Following US macro, Medley Advisors. Formerly US Treasury and KC Fed. Johns Hopkins MIEF '19, Notre Dame '11, NABE CBE. All views are my own
Joey @joeyar25
62 Followers 1K Following
QualityStocks🇺🇸 @Alneci3886
51 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
HorizonKinetics @_HorizonKinetic
7 Followers 421 Following Wealth management and thought leadership. #HorizonKineticsResearch #HorizonKineticsJapan #HKMutualFunds #HorizonKineticsETFs
Srugui @Srugui8140495
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Tesla Father @elon_x_musk845
80 Followers 3K Following Entrepreneur 🚀| Spacex • CEO & CTO 🚔| Tesla • CEO and Product architect 🚄| Hyperloop • Founder 🧩| OpenAI • Co-founder 👇🏻| Build A 7-fig IG business
Pieirbea @Pieirbea0843
20 Followers 2K Following
_Vince Stanzione @Vince_Stanzioon
18 Followers 631 Following Trader & Investor 37 years experience, NYT Bestseller Millionaire Dropout, Making Money Financial Spread Trading, Tobacco, Gold, Oil, Gas, Coal, Short seller
Liz Ann Sonderrs. @LizAnnSondes_s
126 Followers 2K Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/wGT1IjlrV1
StripMallGuy @realEstateTrent
268K Followers 314 Following Candidly sharing 20+ years of real estate knowledge. As featured in The Real Deal. Posts are opinions, not advice.
Julia Coronado @jc_econ
18K Followers 1K Following Founder MPP (yeah you know me), UT Austin Prof, Former: NABE Prez, chief economist at various financial firms & Fed economist Passionate @ family, macro, cats
Gregory Daco @GregDaco
19K Followers 2K Following Chief Economist @EYnews, @EY_US, @EY_Parthenon. Previously Chief Economist @OxfordEconomics, @IHSMarkit. Father of 3. Husband of 1. 🇺🇸 & 🇧🇪. Views are mine
Diane Swonk @DianeSwonk
51K Followers 651 Following Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 38 yrs experience in financial services & consulting . RTs not endorsements.
Bob Knakal | NYC Inve... @BobKnakal
36K Followers 1K Following Investment Sales Pro in NYC Real Estate & Development. Writer of Concrete Thoughts for @CommObserver. Rangers season ticket holder. Chairman @BKRealEstateAdv
Mark Zandi @Markzandi
45K Followers 149 Following Chief Economist @economics_ma. Host of Inside Economics podcast https://t.co/ONmSCQ65Ib. Co-founder of https://t.co/ZAo6ME72qu. Views expressed here are my own.
Rebecca Rockey @beckywflyhair
1K Followers 551 Following Fitness guru and professional nerd, literally. #economist for #CRE firm by day, fitness junkie before and after! Mantra: because math. Views are my own.
Tracy Alloway @tracyalloway
204K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Geiger Capital @Geiger_Capital
302K Followers 300 Following Markets/Economics/Politics | RIP Paul Volcker 🕊 Personal Views. Not Investment Advice.
Rob Henderson @robkhenderson
177K Followers 808 Following Best-selling author of "Troubled: A Memoir of Foster Care, Family, and Social Class" | Senior Fellow, @ManhattanInst | All Views My Own
Dwarkesh Patel @dwarkesh_sp
129K Followers 916 Following Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un
Michael Redmond @mredmond88
2K Followers 2K Following US macro, Medley Advisors. Formerly US Treasury and KC Fed. Johns Hopkins MIEF '19, Notre Dame '11, NABE CBE. All views are my own
Jonathon P Sine @JonathonPSine
10K Followers 279 Following "The refusal of one decent man outweighs the acquiescence of the multitude."
Nicholas Decker 🏳�... @captgouda24
22K Followers 3K Following GMU econ PhD student, liberal, aspie, bi. I post interesting papers. Michael Kremer stan. I ❤️ optimal auction design. Spend more on drugs. Open borders now!
Richard Ngo @RichardMCNgo
64K Followers 2K Following studying AI and trust. ex @openai/@googledeepmind
Corry Wang @corry_wang
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Jon Hartley @Jon_Hartley_
18K Followers 20K Following Macro/Labor/Finance; @HooverInst Policy Fellow @Stanford Econ PhD(c) @UT_Civitas @FREOPP @Mercatus @MLInstitute @CapAndFreedom @EconClubofMiami @ClaremontInst
Daniel Lurie 丹尼�... @DanielLurie
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Kaiser Kuo @KaiserKuo
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Policy Tensor @policytensor
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Palmer Luckey @PalmerLuckey
427K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of @ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
Henry Gao @henrysgao
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Markets & Mayhem 🤖 @Mayhem4Markets
245K Followers 398 Following My focus is on markets, economics and technology 🧐 Building next generation trading tools and systems 📊 20 years of experience in trading and investing 📈
unusual_whales @unusual_whales
2.5M Followers 2K Following Stocks/Options/Crypto/Market News/Tools. Not advice @Polymarket partner Open a tastytrade account: https://t.co/wGf2ZdlpzY Discord: https://t.co/0xJ9e0Zr98 More: https://t.co/nsxZlPUsA4
junkbondinvestor @junkbondinvest
36K Followers 985 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
Jeff Weniger @JeffWeniger
44K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Macro ninja. https://t.co/1usXI7qALR
Spencer Hakimian @SpencerHakimian
179K Followers 41 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
Kyle Chan @kyleichan
36K Followers 1K Following Princeton postdoctoral researcher. China, tech, industrial policy, US-China competition, manufacturing, geopolitics — Newsletter: https://t.co/hqYC3okzn9
Melissa S. Kearney @kearney_melissa
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Charles Gasparino @CGasparino
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Marko Kolanovic @markoinny
49K Followers 189 Following Former Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
Brad Setser @Brad_Setser
137K Followers 993 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Tymofiy Mylovanov @Mylovanov
168K Followers 1K Following President, Kyiv School of Economics; Minister of economy, Ukraine, 2019-2020; Associate professor, University of Pittsburgh
Martin Skold @MartinSkold2
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Kevin A. Bryan @Afinetheorem
16K Followers 18 Following Assoc. Prof. of Strategic Management, University of Toronto Rotman School | Chief Economist, CDL Toronto | Co-Founder, AllDayTA | Ars longa, vita brevis
The White House @WhiteHouse
2.8M Followers 6 Following The Golden Age of America Begins Right Now. 📱 Text USA to 45470 to receive alerts.
Tony M. Hodge @TonyMHodge
15K Followers 7K Following Christian. Conservative. Officer in the @WVGOP. Chairman of the @PutnamWVGOP. Host of Viewpoint with Tony Hodge
Blake Scholl 🛫 @bscholl
110K Followers 2K Following Founder/CEO @boomaero. Life is short so if you want to do a lot, it helps to move fast.
Christopher F. Rufo �... @realchrisrufo
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Melissa Chen @MsMelChen
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Brad Wilcox @BradWilcoxIFS
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Vice President JD Van... @VP
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Matt Whitlock @mattdizwhitlock
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