Ashok Kumar @ContBridger
158 Joined April 2019-
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So many people are worried the bull market is over in stocks, gold, and bitcoin. But what if the bull market is just starting?? That’s what the data suggests…
Rate cuts aren’t created equal. Goldman’s data shows that when the Fed cuts outside of a recession, stocks usually surge, non-recessionary cuts have historically lifted the S&P 500 by 50%+ over two years. But if cuts arrive during a recession, the story flips. Equities…
🚨Global debt is MASSIVE: World debt covering government, households, and non-financial corporates hit $251 TRILLION in 2024, according to the most recent IMF analysis. Global debt-to-GDP is 235%, below the 2020 peak of 258%. This does not include financial corporates.
This is insane: As the record run in gold accelerates, US gold reserves just exceeded $1 TRILLION for the first time in history. The US now holds ~2.4 TIMES more gold than Germany, the 2nd-largest holder in the world. What is gold telling us? Let us explain. (a thread)
Last week, I had the chance to catch up with one of my favorite thinkers and writers, @jsmian. If you aren't familiar with his work, I highly recommend it. Here's the link to our conversation: share.transistor.fm/s/e5775de3
$NBIS EARNS $NVDA EXEMPLAR STATUS ON H200 GPU CLUSTERS Now in a small group of Nvidia-certified clouds hitting 97% of benchmark, Nebius delivers steadier performance without the networking bottlenecks or cost swings that slow hyperscalers at frontier scale.
Just a reminder. Frothy markets don't conceal signs of excess; they shout them from the mountain top
Evidence that the data center buildout is just getting started Excellent piece from Citrini
Evidence that the data center buildout is just getting started Excellent piece from Citrini
The global pivot: World central banks have cut rates 168 times over the last 12 months, the 3rd highest reading this century. The previous cycle peak was 196 cumulative 12-month rate reductions in June 2020. By comparison, following the 2008 Financial Crisis, global central…
Investors around the world are pouring money into China for the first time in years bloomberg.com/news/articles/…
@SamanthaLaDuc Algo changes require to strictly work with lists. Otherwise unbearable
Agree - I’m not enjoying this platform: quality engagement has dropped like rock; massive bots & politics distract. Zero interest in insta, FB, tik tok, LI so will focus on main website & new FinTech ones I’m building out, plus my SubStack offering.✌️ LaDucTrading.com
Difficult to argue that the bull started in 2016. 2022 is more realistic. More importantly, the key underlying aspects of the 2022 gold bull have changed significantly vs the 2001 setup - which was a real rate compression play.
Sidi Kerir oil inventories remain below half capacity, and EU inventories have declined since May despite increased OPEC+ V8 production and exports, indicating a tighter oil market than oil bears believe.
⚠️US ECONOMY HAS: 1) JOBS REVISED DOWN BY ~900K in 12 mths ending Mar 2025. 2) Record $18 TRILLION in US household debt. 3) 446 BIG bankruptcies in 2025, the most in 15 YEARS 4) $1.6tn Deficit in 11 mths of FY2026 5) $37tn DEBT - record👇 globalmarketsinvestor.beehiiv.com/p/august-s-us-…
2025 capex estimates for Tech + Mag 7 have been revised up >10% since Liberation Day (uncertainty shock), while the rest of the market is flat BofA
Basic necessities have never been more unaffordable: US grocery prices have surged +29% since February 2020 to an all-time high. During the same period, overall food prices have risen +30%. Furthermore, food away from home has surged +33%. Transportation services have…
Henry Fernandez, $MSCI CEO, told Bloomberg that the AI and tech investment surge is comparable to the railroad and dot-com bubbles. Excessive investment may lead to overcapacity, with AI as the 'flavor of the day.' Everyone’s talking and investing in the sector, but long-term,…
Barron's this week, how to trade the bubble: barrons.com/articles/wall-… "Worries grow that stocks are in a bubble. There’s a way to trade one - that means staying invested in equities for the moment, while also betting against bonds." Wait until the last fool is found and then…
JENSEN SAYS $NVDA AI TAM COULD REACH $5T ANNUALLY The world is about to build the entire next wave of the digital economy on NVIDIA’s rails with their GPUs becoming the core engine behind every major secular growth theme for decades.
Elisha Savage @zddez43229463
111 Followers 95 Following How can the fragrance of plum blossoms be so strong without going through the bitter cold?
Investing with the Bo... @TheBoys1nvest
79 Followers 3K Following A @FuturumEquities Show brought to you by three LA boys with a passion for investing. Co-hosts @StockSavvyShay @LogicalThesis @samsolid57
Bourbon Insider Resea... @aganatwallst
214 Followers 5K Following Tracking insider trades, political stock moves, and hidden market signals. Main Account: Bourbon Capital
1sözümvar @brunosalvarez
101 Followers 526 Following Söylenecek 1 Sözüm 1 Fikrim var.. Grafikler ve yorumlar tamamen kişiseldir. Yatırım ve al sat tavsiyesi değildir
Charlie Bilello @_charlieblello
14 Followers 333 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Biggr @b1gger_ai
33 Followers 371 Following Next-gen equity research platform, turbocharged with Al.
Bourbon Capital @B0urb0nCap
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Global Markets Invest... @GlobelMktObserv
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🌈Roses🌷 @Mercurialmol
884 Followers 465 Following I love cycling 🚴♂️, and I am keen on traveling through mountain roads and cities. Every scenery brings new strength. Find a way to freedom 💪.
Miles Fanklin Preciou... @MilesFrankilnC
569 Followers 1K Following Miles Franklin Media-Expert interviews & real market intel. From Miles Franklin: $12B+ in gold & silver sales. Truth about money & markets.
Otavio (Tavi) Costta @Tavicostta1
482 Followers 1K Following Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷
Unlimited @F1nfreedom414
163 Followers 6K Following We Bring The indexing Revolution to Alternative Investments
Chihiro Hoshino @bexwarren
194 Followers 3K Following I am from Japan, 28 years old. I like traveling. I hope to make more friends from all over the world and appreciate more beautiful scenery of nature.
BettyHarte @3u19ie1j1NCD83
18 Followers 707 Following
The Options Cartel @rob_a_nderson
64 Followers 1K Following Exclusive trading community Becoming a profitable Options Trader has never been easier 💰 Premium options Alerts and education 🧠
The Eric Nuttall @Theericnuttall
185 Followers 4K Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/zlwrhuNN8u
High-Quality Stock Sp... @eng7nbadji74339
2 Followers 155 Following Stock Market Analysis Buy and Sell High-Quality Stocks 📈 | Manage Your Positions Follow @FoCoBanShop on Twitter Daily High-Quality Stock Recommendations 📈 |
Chris Ciovaccos @cio_vacocapital
285 Followers 5K Following Founder & CEO Ciovacco Capital Management. Georgia Tech.
Bob Elliiott @BobUnlmiited_
24 Followers 1K Following CIO at @UnlimitedFnds | PM of $HFGM & $HFND |FmrIC @Bridgewater | Described as one of the few sane voices on #fintwit | Comments are not investment advice
Ralph.eth @Ralph3639
1K Followers 4K Following
Craig Shapiro @ces9220
96 Followers 876 Following Macro Strategist: The Bear Traps Report, Cross-Asset Trader 20+ years, Ex-SAC, Ospraie, Graticule and Circle Lane Capital
captaincrunch @Zer1ooooo
52 Followers 2K Following 33. Former Illegal Alien. Proud Beaner. First Mexican Bank in the USA with over 100 members. Down Syndrome survivor. NFA
Gymkhana Partners @GymkhanaFund
89 Followers 10 Following Gymkhana Partners is an India-dedicated long-only fund managed by Farley Capital. Since 2013 the fund has outperformed the BSE Sensex & MSCI India.
Hated Moats Investor @DrB1tcoinM50862
179 Followers 4K Following Identifying hated moats | I buy companies when the market panics | Veteran commodity trader turned contrarian investor | Not advice | See my deep dives here
Itwaltin @Itwaltin4254
87 Followers 1K Following
Real Lady Market @Rladymarketok
31 Followers 849 Following Idónea CNV - Agente Productor Mat. 1908- Embajadora LATAM de @BingXOfficial - Exchange oficial del Chelsea FC - Educación Financiera Redes sociales 👇
Carson Group @CarsonGroupLl
74 Followers 3K Following Find Your Freedom Join the nation's fastest-growing advisor movement. (For advisor use)
Molly @Mememollylee
652 Followers 1K Following Surfing makes me feel free. Every time I jump over the waves, it feels like I am embracing the rhythm of life. Pursuit of freedom and adventure🌊
Clara🏹 @oyabvadb
98 Followers 675 Following You need to grow up, and you can survive in desperate situations #BTC #XRP
Warren Buffett @Warrenbuffett66
769 Followers 5K Following
Riley @ioe_cA
2K Followers 3K Following When you give joy to other people, you get more joy in return. You should give a good thought to happiness that you can give out. Travel✈️food🍔 investment🚀
༺Kaisar WIZO ⌘ Ks... @JKupalogs42519
209 Followers 2K Following 000351 @alphamind_labs @ecosapiensxyz To willing to donate this is my SOL adrs: 318MbmARN2AiksjgxZtq9iMM9ENyyKdfxoZRmd8uTHtJ
xPeter Boockvar @xpbockvar_
357 Followers 3K Following Chief Investment Officer of Bleakley Financial Group, #bleakleygroup • Editor of The Boock Report on Substack • CNBC Contributor
. @LukeGromen_T
180 Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & 11." | RT not endorsements.
Harriet @Harriet5498
6 Followers 100 Following 👑 Creating my own happiness, chasing dreams, and staying true to myself. That’s the real glow-up. 💕
Alexander Stahels �... @_B_urggrabe_nH
979 Followers 4K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won't ask for your business)
Mira Steele @Optimisticbba
98 Followers 2K Following Galloping in the vast world, growing up secretly in my heart. Riding a horse taught me to be brave and also to be gentle.
Samantha LaDucs @5amanthaLaDucs
2K Followers 3K Following Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."
Mark Alan Pearce @PearceAlan1962
14K Followers 4K Following An international DJ in the early 80s. Former company director in the video game & film licensing/distribution industry.
ChrisExcelFake @ChrisExcel102i
19K Followers 3K Following 🚩 uncomfortable conversation🎙️ commentary account 🔗 not affiliated with chris excel
ISO 20022.... LET'S D... @Rohitku24694375
31K Followers 254 Following
زماں @Delhiite_
42K Followers 4K Following An Accidental Crime Reporter, war monitor, politics, cricket & senophile. RT's & Like Not endorsement
CSIS Africa Program @CSISAfrica
38K Followers 593 Following Conducting sustained and timely research and analysis on the major elements of U.S. policy toward Africa. Follows, RTs ≠ endorsements.
PhilHK @phil_hk
1K Followers 314 Following Native Swede in the Far East. Buys hated assets. No investment advice. "I skate to where the puck is going to be, not where it has been." -Wayne Gretzky
Grant Williams @ttmygh
142K Followers 975 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Von Greyerz. Retweets ≠ endorsements. Likes = bookmarks. WONT SHILL CRYPTO
Michael Kao @UrbanKaoboy
108K Followers 2K Following GS/J. Aron➡Canyon Partners➡Akanthos Capital➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿 | NO INVESTMENT ADVICE
Meyrick Chapman @meyrickc
1K Followers 1K Following PM with long experience in major global hedge fund. Main interest: interaction of liquidity, BoP and markets. Brentford FC. Comments are not recommendations.
Alexander Stahel 🌻 @BurggrabenH
108K Followers 5K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)
JH @CRUDEOIL231
12K Followers 238 Following Hedge Fund Commodity Strategist / Deputy Head of Derivatives Desk - Macro, Commodities, FICC / Middle and Far East representation
Jack Farley @JackFarley96
80K Followers 5K Following Host of Monetary Matters podcast: https://t.co/L9rinX1Qrx Creator of Forward Guidance show (30 million downloads)
Ian Bezek @irbezek
20K Followers 2K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Luke Gromen @LukeGromen
350K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Tatiana Stanovaya @Stanovaya
59K Followers 758 Following Founder/CEO at R.Politik, Senior fellow at the Carnegie Russia Eurasia Center Stay Connected with R.Politik https://t.co/5TRAuhQR2b
Oriana Skylar Mastro @osmastro
19K Followers 106 Following Political scientist @stanford, China expert @Carnegieendow, Officer @USAFReserve. Author of Upstart: How China Became a Great Power. Views don’t rep instit'ns.
Ian Corzine @iancorzine
6K Followers 399 Following Lawyer Building AI Tools • Former Fed Prosecutor & Real Estate Attorney
Citrini @Citrini7
90K Followers 2K Following Thematic Cross-Asset Investor | @Citrini7 is my only account
MikeOilInvestThomas @mike_oil_invest
856 Followers 786 Following Old Man Please do your own research. Just presenting my ideas and activities. Long term value investor. Short term plays and trades: GO AWAY!
Josh Young @Josh_Young_1
116K Followers 2K Following Contrarian value investor Fmr Chairman of IronBridge, sold for C$142mm CIO, Bison Interests Author, Bison Insights See me on CNBC, etc Not advice. Caveat emptor
Rory Johnston @Rory_Johnston
47K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my research:
Paul Podolsky @paul_podolsky
3K Followers 858 Following Founder Kate Capital. Author. Frmr Bridgewater. Newsletter: https://t.co/1S33w3lmTW Podcast: https://t.co/0bqEPzhog1 Not investment advice
Diana Choyleva @choyleva
5K Followers 2K Following Chief economist at @EnodoEconomics Our focus is #China – one of the most misunderstood economies in the world, but one of the most important to figure out.
Ferg @trader_ferg
32K Followers 570 Following Full-time trader for 9 years now. Have a habit of hanging out in hated corners of the market that are "uninvestable"
Michael Every @TheMichaelEvery
18K Followers 997 Following London, Bratislava, Moscow, Sydney, Bangkok, Hong Kong, Haifa, Singapore,… Luton
Henry Olsen @henryolsenEPPC
34K Followers 486 Following Senior Fellow, @EPPCdc. Host of Beyond the Polls podcast - https://t.co/dJAJ24wjRH…
Macro Charts @MacroCharts
183K Followers 953 Following 30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
Mr Family Office @MrFamilyOffice
53K Followers 596 Following Insights, news, and lessons from the Family Office world Sign up for the newsletter 👨👩👧👦📈🚀
Louis-Vincent Gave @gave_vincent
29K Followers 566 Following CEO of Gavekal - for more information, go to https://t.co/e9Kd7vb4vq website
East Asia Stocks 🇯... @EastAsiaStocks
7K Followers 322 Following
Le Shrub🌳 @agnostoxxx
136K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Andreas Steno Larsen @AndreasSteno
267K Followers 2K Following Macro, investing and geopolitics. Steno Research is joining @RealVision 🍾🍌
Simon Ree @simon_ree
54K Followers 1K Following I trade setups, not opinions | 25yr career at Goldman & Citi | Trader | Speaker | Bestselling Author | Jeet Kune Do Instructor | Tweets not financial advice
Samantha LaDuc @SamanthaLaDuc
67K Followers 3K Following Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."
Peter Boockvar @pboockvar
45K Followers 3K Following Chief Investment Officer of One Point BFG Wealth Partners, @onepointbfg.com • Editor of The Boock Report on Substack • CNBC Contributor
Vukasin Pekovic @VukasinPekovic
5K Followers 767 Following mining equity analyst, telecomm/electrical engineering grad, opinions strictly my own
Erik @erik_ywr
1K Followers 97 Following
Leonid Mironov @leomironov
2K Followers 6K Following Macro, materials, China risk & reward. I write Panda Perspectives 🐼 AS Roma obsession. Chelsea on weekends. Not investment advice.
EnergyCynic @EnergyCynic
33K Followers 1K Following Energy investor most of career. Not investment advice. RTs not endorsements.
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).
Sankey Research @crudegusher
28K Followers 2K Following Institutional Investor (ii) 2023 ranked #1 Independent Wall Street Research: Energy
The Wandering Investo... @wander_investor
12K Followers 473 Following Exploring a World of Opportunities - Traveling around the world researching investment, residency and citizenship options - Sign up to the free newsletter.
Izabella Kaminska @izakaminska
73K Followers 3K Following Founder Editor of The Blind Spot @theblindsp0t + Senior Finance Editor POLITICO Europe. Former Editor of FT Alphaville. Fights for the human.
Natalia Gurushina @NGurushina
8K Followers 567 Following Chief EM Economist at VanEck. https://t.co/ew59ZZmvsw
Tim Purcell @HighLineAdv
7K Followers 725 Following News, opinions. and analyses on the Reindustrialization of the United States. https://t.co/JihD9HHQfy
Shashank Joshi @shashj
221K Followers 2K Following Defence editor @TheEconomist, Visiting fellow @warstudies KCL. Signal: shashank.96. Speaking engagements: https://t.co/8V3SSBwUYeTrends for United States
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