Lawrence McDonald @Convertbond
NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport linktr.ee/lawrencegmcdon… New York, NY Joined March 2009-
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Election Year Blues - Want to be homebuyers need annual income of $113k to afford the typical US home. That’s 35% more than what the typical household earns annually ($84,072). — Redfin. *White House wants rate cuts Mr. Powell.
Election Year Blues - Want to be homebuyers need annual income of $113k to afford the typical US home. That’s 35% more than what the typical household earns annually ($84,072). — Redfin. *White House wants rate cuts Mr. Powell.
The NY Fed's measure of inflation persistence (the "multivariate core trend" rate) declined to 2.6% in March from a downwardly revised 2.7% in February (originally 2.9%) and from 3% in January. *LMAO, the "multivariate core trend." -- Needle in a haystack, he found it.
The Beloved Risk Parity $RPAR Portfolio 60% Bonds - 40% Stocks Returns 1 Year -1% 2 Years -7% 3 Years -12% *Now run the 60 - 40 portfolio vs inflation.
Portfolio Construction 60% stocks 40% bonds *three ugly years vs. inflation is driving current - dramatic investor behavioral change. Colossal implications looking forward. #RiskParity #HardAssets #RiskManagement #FamilyOffice
AI (data centers) impact on XLU is clear here: a) Rates (bond yields) have moved - a lot higher - since Feb 9th, bond Yields - US Treasuries, 5s have moved from 404bps to 466bps. Alert - Higher rates should be kryptonite for utilities. b) XLU outperforms the S&P 500…
“Gentlemen, we will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it. But along the way, we shall catch excellence.” ― Vince Lombardi
SHOP 55% off the Q4 Lows... Here come the upgrades...
SHOP 55% off the Q4 Lows... Here come the upgrades...
Thanks for all the 5-star reviews on Amazon, huge gratitude... amazon.com/Listen-When-Ma…
Thanks for all the 5-star reviews on Amazon, huge gratitude... amazon.com/Listen-When-Ma…
Dollar Yen - Largest Candle since Q4 2022 *Nothing to see here, just the currency of our planet's fourth-largest economy trading like an emerging market.
China - thoughts... a) the Street said "uninvestable" - yes twice 20% ago. b) stocks are acting like this into a much talked up FX (currency) devaluation?
“A strong economy can thrive with higher interest rates.” Group Think Delusions The Fed suppressed the true cost of capital for more than a decade. Trillions of $ of loans and bonds were sold at obscene, ridiculous levels. These problem assets are on bank balance sheets,…
“A strong economy can thrive with higher interest rates.” Group Think Delusions The Fed suppressed the true cost of capital for more than a decade. Trillions of $ of loans and bonds were sold at obscene, ridiculous levels. These problem assets are on bank balance sheets,…
Gratitude 🙏
Moving Parts 1. U.S. economy expanded by 1.6% in the first three months of the year, down from 3.4% in the fourth quarter - Bureau of Economic Analysis vs. 2. Atlanta Fed 3.8% GDP Now.
Oh, those pesky green strings attached...
Pretty neat trick, you have a kick-ass, cash cow advertising company and you are so bored you blow $45B on the metaverse and then jump into AI and say "look over here, NOT over there." Hilarious.
Pretty neat trick, you have a kick-ass, cash cow advertising company and you are so bored you blow $45B on the metaverse and then jump into AI and say "look over here, NOT over there." Hilarious.
Retail (the "strong" consumer) is interesting through the XRT lens. Most companies are highly leveraged in retail, thus higher oil - rates are a problem. The XRT is still nearly 30% off the "stimmy check" -- "ZIRP world" highs... Whereas, energy companies, insulated from higher…
As term premiums rise in fixed income (bond market), capital moves out of long-duration "strong growth" equities into companies that own hard assets. New book ideas? - See "When Markets Speak" on Amazon.
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzKuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageMichael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceBob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceMichael 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🤿George Noble @gnoble79
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.”Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8Jared Dillian @dailydirtnap
83K Followers 917 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial AdviceMichael A. Arouet @MichaelAArouet
75K Followers 767 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHRKevin Bambrough @BambroughKevin
45K Followers 438 Following Retired Investment Professional on the side of truth and fairness. Tweets are just my opinions and not advice or recommendations. Looking for 10x in 10yr stuffGrant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTOJesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 813 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that orderMenthor Q @MenthorQpro
53K Followers 152 Following Macro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2Michael Taylor @Mike_Taylor1972
56K Followers 456 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.Nprez @NprezCreative
274 Followers 2K Following Hello! I'm a professional graphic designer. I can do Flyer, Logo and Branding, Video Editing, Digital art, other graphic design stuff!Keith Smith @KeithSmith76888
2 Followers 150 Following I'm not interested in being the hot girl. I'm really goofy, and I love laughing, and that's such a big part of who I am.STan SLam @STanSLam1
503 Followers 850 FollowingBear Rehab @BearRehab420
93 Followers 61 FollowingDevrim Tutar @dtutar
6 Followers 104 FollowingJoe Egan @J0e3gan
224 Followers 2K Following Dad * 3 | passionate, principled, eclectic | opinions == mine; {RTs, likes, follows} != endorsementsMichael Hughes @MH_Analytics
433 Followers 2K Following @SeekingAlpha Analyst focused on Metals & MiningChamp @Champluckyman
105 Followers 656 Followingルーカス🐈LU�.. @LUX_FKD
24K Followers 629 Following ルーカス🐈LU𝕏💫 👑𝕏Studio🎞️ 事件、速報!海外情報最速で!笑い,未知映像, AI,アート,投資,スポーツを最速お届け💫ホッコリも🤍🐈⬛All copyrights belong to their respective owners😽₿🏯彌榮🎉 気軽にフォロー👍Dean @BallDontLieGuy
8 Followers 136 FollowingK Ranger @coldloif86
144 Followers 331 Following “I don’t want a lot, I want just enough. So why has it got to be so damn tough?” - Kurtis BlowBP areena @mingnos
126 Followers 3K FollowingEd @EdwardCLER
141 Followers 666 FollowingFinancial Cents @Financial_Cents
155 Followers 761 FollowingRidgeline Minerals @RidgelineNV
2K Followers 777 Following discovery focused gold/silver explorer with a proven management team and a 195 km2 portfolio across 5 projects in Nevada. (TSX-V: RDG | OTCQB: RDGMF)dukomoto @dukomoto420
36 Followers 196 FollowingQueenBee @QueenBee963562
46 Followers 60 Following Long-term investing. Thematic investing. Sometimes looking for turnaround stories. A student of the market. Sharing my notes, views, etc.magicman1066 @magicman1080561
12 Followers 32 FollowingLongimanus @crypto_stu_eth
334 Followers 1K Following Ph.D. Oceanographer | Physicist | Crypto Enthusiast | Swing Trader Wait for 5-min oversold "the most dangerous of all sharks" -Jacques Cousteauİbrahim halil Uran @brahimhalilUra3
26 Followers 834 FollowingFrederick Serhal @f_serhal
7 Followers 142 FollowingSilas Brandt-Møller @silas_ller
790 Followers 5K FollowingGeneral-2023-2024 @General2024x
364K Followers 26K Following PAYLAŞIMLARIM YATIRIM TAVSİYESİ DEĞİLDİR!LBroad @BroadLuis
473 Followers 139 Following Commodity Super Cycle | Researcher & Technical analysis enthusiast • Investor | Not Investment AdviceNoi Noibutip @Noi_Noibutip
192 Followers 340 Following #Crypto analyst, Swing Trader and Long-term Investor since Feb 2017 | My mentor 👉 @Gfxpro_alex | Free TG: https://t.co/ChQbam3gxcSarp Erdoğan @Hendrix237
93 Followers 2K FollowingSanjar Usmanov @SanjarUsma61840
61 Followers 265 FollowingLvseguowang @lvseguowang
137 Followers 456 FollowingLiquidityWiz @LiquidityWiz
1K Followers 175 Following Global Cash Flow Insights 🌎 📈 Tracking Liquidity flows has never been easier. Subscribe to our analytics platform and become a 🧙♂️ Today!Im Jaehyung @ImJaehyung2
269 Followers 429 FollowingFUKUDA Yoshiyuki @tripfreak_fr_jp
447 Followers 1K Following Economist @mizuho_rt. Adviser to SBIR @cao_japan. Former Economist at Bank of Japan & OECD. Former Diplomat at MOFA Japan. Views are my own. #トゥラ中 #アチマリカムPawarisa @Pawarisa_love
1 Followers 57 FollowingNick Larkin @nicklarko
565 Followers 357 FollowingMarketMkr @DarthSQQQ
53 Followers 117 Followinggoo goo @G57040656
51 Followers 171 FollowingJR @3h_0k
0 Followers 51 Followingchamp @champ40013566
0 Followers 1K FollowingRyan Larson @choteau1992
772 Followers 746 Following Christian MAGA guy born, raised, educated, and employed in Montana. MSU Bobcats. Low level of tolerance for American liberalism, no tolerance for socialism.ap @ank897
6 Followers 1K FollowingJoe Graziano @JoeGraz13
27 Followers 364 FollowingPaul Ettori @paulettori
7 Followers 132 FollowingPaulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzKuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageMichael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceBob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceAndy Constan @dampedspring
134K Followers 330 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is adviceDavid Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.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🤿George Noble @gnoble79
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.”Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8Jared Dillian @dailydirtnap
83K Followers 917 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial AdviceMichael A. Arouet @MichaelAArouet
75K Followers 767 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHRKevin Bambrough @BambroughKevin
45K Followers 438 Following Retired Investment Professional on the side of truth and fairness. Tweets are just my opinions and not advice or recommendations. Looking for 10x in 10yr stuffGrant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTOJesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 813 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that orderTruthCRE @TruthCRE
106 Followers 379 Following Commercial Real Estate Analyst, Investor, Strategist, Mentor, and Thought Leader. CRE, Finance, Economics, Government, Markets, News, and DealsDan Callahan, CFA @DanCallahan32
179 Followers 284 Following Partner & Chief Investment Officer 📈 for Independent RIA Dada to Kingston 👑 Passionate Trader and Investor Not Financial AdviceJeremy Szafron @JeremySzafron
5K Followers 3K Following Financial News Anchor 🎙️| Navigating the markets of #Commodities, #Crypto, #Energy, #Mining & #Tech | Views expressed are mine 📈AlastairJohn Sellick @AlastairJohn
1K Followers 5K Following Soutie now running again #Scotland #WindsurfingReport #Cape2Rio2020 #CapeEpic2019 & 2017 Author asserts moral rights © Retweets don’t endorse 🇿🇦🏴Ridgeline Minerals @RidgelineNV
2K Followers 777 Following discovery focused gold/silver explorer with a proven management team and a 195 km2 portfolio across 5 projects in Nevada. (TSX-V: RDG | OTCQB: RDGMF)Joanne Baynham CA (SA.. @madaboutmarkets
3K Followers 2K Following Legacy Wealth manager - 25 yrs investment exp . Voracious reader, humbled by markets. Enjoy a good argument. Go woke , go broke. Views not that of my employersMacrotrends @macrotrends2024
2K Followers 609 Following 2-3 x per week een gratis beurstip in je mailbox?talmon joseph smith @talmonsmith
13K Followers 3K Following economics reporter @NYTimes for @nytimesbusiness || formerly @GQmagazine, NYU, @tufts|| newyorleanian || [email protected]|| rep’d by @aevitascreativeSpencer Hakimian @SpencerHakimian
2K Followers 247 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.Power Engineering Int.. @PowerEngInt
7K Followers 2K Following Across digital, online and print we bring you news, analysis, thought-leadership and more about the global energy sector.Doug Henwood @DougHenwood
32K Followers 4K Following Journalist/radio host. “Effete ‘sound money’ Marxist." “Risible footsoldier for the ownership class.” “Utter zero.” “Stalinist schoolyard bully!”Ravi Gullapalli @RaviGullapalli
2K Followers 1K FollowingGunwale Capital @GunwaleCap
839 Followers 809 Following Not investment advice, views my own, generalist global l/s, cross cap structure. also, not going to have a US recessionKevin Gordon @KevRGordon
1K Followers 160 Following Director, Senior Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/5libsyZoqZSteve Purdom @MadScouser2012
62 Followers 110 Following Liverpool mad. Likes data. Loves logic. Lives life to the full.Calendarize @PatriciaQ85766
8 Followers 21 FollowingRetirement Success @Retire_Success
231 Followers 194 Following Helping you plan and achieve the future of your dreams! #FinConBenji Hyam @benjihyam
11K Followers 751 Following I say things how I see them. Sharing observations on mktg, startups & stock/crypto markets. Co-Founder @growandconvert https://t.co/zomwdqvtuuWeekend Analyst @weekendanalyst
97 Followers 212 Following Avid Analyst | Economics, Finance, FX and Crypto. Support me via Trading: FX @ GoMarkets https://t.co/6hEzcRGAPF Crypto @ HTX https://t.co/7Myud59PV6Matt Magee, CFP® @FW_MattyIce
151 Followers 165 Following Helping families and individual investors make smart financial decisions.Juan Gomez @gomez_juan_
11 Followers 82 FollowingBill Mason CFA - Hard.. @BillCMason
186 Followers 330 Following CFA Value Financial Advisers Value Investment for individuals: strategic investment selection not the standard 60/40 - relinquish responsibility portfolio.John T. Chambers @JohnTChambers
26K Followers 85 Following Grandfather/father/husband/startup advocate/market transition predictor. Founder @JC2Ventures, Chairman Emeritus @Cisco, Chairman @USISPForum, @LaFrenchTech AmbJC2Ventures @JC2Ventures
3K Followers 21 Following Mentors of digital innovation. We help global startups scale, grow, and create inclusive jobs for the digital future.Dennis Ross @AmbDennisRoss
16K Followers 312 Following Former negotiator, Warriors, Niners, Giants, UCLA fan, and proud Saba of Dan, Michael, and Ben-BenGavin Bade @GavinBade
13K Followers 8K Following Trade and economics reporter, @POLITICO. Bari sax, @futurebanddc. Michigander, DC resident, Georgetown Hoya, #LFC, #DontMuteDC. DM open.Dr. Chris Moore @DrChristopMoore
77 Followers 96 FollowingElica Le Bon الیک.. @elicalebon
77K Followers 304 Following Daughter of Iran // Attorney, activist, artist, and other such labels that belie the illimitable dimensions of human existenceBrian2112 @BrianK2564
50 Followers 55 FollowingWill DeCotiis @Will_DeCotiis
7K Followers 1K Following CEO & Co-Founder @spectacles_gpt | Founder @decotiis_data | Opinions are my own and DO NOT constitute investment or legal advice | I keep the receipts 🧾Daniel Blomqvist @BlomqvistD
179 Followers 1K Following Hello I am Daniel from Finland. Interested in business and politicsComplete Intelligence @complete_intel
5K Followers 1K Following CI is a globally integrated proprietary AI/ML forecasting platform for finance and planning automation. Stop Guessing. Start Planning. Succeed.T3 Live @t3live
18K Followers 273 Following Follow for #trading ideas & education. Serious traders only. 👋 100+ FREE Lessons ➡️ https://t.co/MX1sVmitgRDon Murphy @donmurphy12a
5K Followers 202 Following Access of an Insider, Passion of an Outsider. "America’s Top Conservative Legalization Advocate" and "The Weed Whisperer"-@Leafly. A Substance Based Speculator.Giuseppe Cicatelli @CicatelliGiusep
2K Followers 160 Following Entrepreneur, Investor, Father & Philanthropist. President @BacaliaGroupTen_Bagger @Ten_Bagger
43K Followers 954 Following Investor & Trader. Ex Equity Sales Trader. Tweets are own opinions, no advice. Co-founder of Marketmate - The Nordics' only independent ETP screening platform.Monty @monty1482
221 Followers 674 Following Expert on whatever’s trending on X/Twitter. Always forgetting what I remembered. This week I'm an aspiring finance professional.Dan Lightfoot @SellinghomesAz
274 Followers 367 Following Seasoned Realtor located in Phoenix focused on Real Estate & FinanceStoicBarbarian🏺 @StoicFlipper
307 Followers 305 Following How ridiculous and how strange to be surprised at anything which happens in life.Rich Ringer @ringer_rich
124 Followers 160 FollowingAaron Edelheit @aaronvalue
12K Followers 882 Following Subscribe to my newsletter: https://t.co/cgZkdQgz2I CEO of Mindset Capital. I’m also the author of The Hard Break: The Case for a 24/6 Lifestyle.The Oracle of Orange .. @The_Greggy_D
95 Followers 443 Following BA in History and Sociology, Individual Investor, Speculator in Uranium and Tin, because I’m a Girl Dad.J₿ Engelhart @JBEngelhart
318 Followers 3K Following Master of laws, angel investor, trader. Writing on geopolitics and investments x crypto.Adam @SollyMacro08
303 Followers 724 Following Chem Eng, Finance MBA, ex mining/acid $FCX and optical $GLW engineer, Director $CMCSA, Mandarin, macro, investor in real estate, commodities, agricultureNick Jackholeson @NickJackholeson
91 Followers 1K FollowingThe reason the market didn't react violently poorly to today's $847 billion borrowing need for Q3 is because in Jan. Treasury guided that there would be no further coupon increases for sefveral quarters; if not for that, this borrowing would imply a huge duration dump on mkts
#Uranium has an Awesome density vs other fuel sources! @Convertbond thanks for the great book. Almost ✅ a.co/b2JdXGD
Some thoughts on the idea that a new Trump admin will try to “devalue” the dollar. (I put quotes around because that is a wrong usage of the word) Dollar “devaluation” was a recurrent policy proposal in the first Trump administration, but the idea never took flight because, as…
“Quantitative easing was a massive transfer of wealth from old people to banks”…Larry Macdonald, “how to listen when markets talk”…@Convertbond love this book..
@Convertbond I was bullish on China stocks back on March 4 ahead of this move up, and I still am...Here's why marketwatch.com/story/tesla-be…
Best book I have read all year . If your financial advisor is not chatting to you about the sea change in asset allocation , time to find a new wealth manager #commodities #inflation #Us treasuries #gold #energy #value @Convertbond
A decade ago, Fed officials looked at very low rates and sluggish growth to conclude the “neutral” interest rate must be lower. Today, the inverse may be happening: growth is resilient amid new sources of investment demand and higher fiscal deficits wsj.com/economy/centra…
Recently, @hkuppy was interviewed by @JackFarley96, discussing his views on #uranium. His strategy: direct exposure to physical uranium, a solid approach. However, his analysis of the miners relies on flawed assumptions. This thread will present a few counterarguments. 1/14 🐸
Many people I talk with have underweight international stocks or shunned them altogether. They point to 1) lackluster returns since the financial crisis, 2) say that US companies earn about 40% of the revenue from overseas so…
Professor Scott Galloway joined me on my podcast this week and shared his thoughts on the Columbia and NYU protests. This is a must-watch episode.
@Convertbond After the first couple of years of steep declines, the remaining base (of less steep declines) is higher than 2015 production levels before those steep declines.
Amazing couple years for great books ...thank you @AlexEpstein @caroljsroth @Convertbond @JackFarley96 @JavierBlas @ErnestScheyder
Learning about the Internet in 1994.
@Convertbond I wouldn't be shocked if the Bank of Japan sold a lot more US Treasuries to defend their currency exchange rate or if they started to draw US Dollar currency swap lines from the Federal Reserve Bank.
@Convertbond BHP wants Anglo American to get rid of their PGM exposure before a deal closes. PGM is cheap and hated now. BHP and Rio Tinto made some very large mistakes buying lithium mines at high valuations a few years ago. Risk vs reward for PGM is good now.
Worried about credit card DQ's? As expected, starting to head lower in March. This from $SYF (Synchrony Financial).
@Convertbond Larry, You have made several clarion calls on this and deserve kudos for your consistency and commitment to show the hypocr1sy of the climate movement.
HY CCC OAS Spread over BBBs is now Rising. In all likelihood the Tights are Already In… Just my 2c $HYG
EBITDA estimates for $ARCH at $121M. I’m at ~$130-135M after adjusting for bad Q1 MSHA data at Leer/Leer S (-750kst) and Black Thunder (-4Mst), a lower HVA price, and a little extra off for ~2 weeks of BMore bridge effects. Gonna matter how they communicate Q2 expectations!
Thoughts on kicking off #CoalTwitter earnings season w/ $ARCH in the morning: thecoaltrader.com/updates/