DoubleLine Capital @DLineCap
DoubleLine is an investment management firm and investment adviser. @DLineFunds @DLineMinutes https://t.co/s3F7La18pB doubleline.com Los Angeles Joined March 2011-
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“If we have a government shutdown Oct. 1,” Jeff Mayberry asks, “will we get the jobs report on Friday? Will we get any data from the government? Historically, we haven’t. That may make the ADP employment data due Wednesday a bit more important.” x.com/i/spaces/1ynJO…
Looking at Core PCE, Mark Kimbrough sees a general persistent “disinflationary trend, although services have ticked up in the last three months.” x.com/i/spaces/1ynJO…
“The power of diversification: if you owned some commodities, maybe you squeaked out a flat week for yourself,” Jeff Mayberry says of the week ended Sept. 26. x.com/i/spaces/1ynJO…
.@DLineCap Portfolio Jeff Mayberry and Analyst Mark Kimbrough survey a quiet week ended Sept. 26 for equities and fixed income while commodities advanced led by energy. x.com/i/spaces/1ynJO…
The personal savings rate dropped to 4.6%.
PCE deflator for August in line with expectations, +0.26%MoM vs. 0.3% consensus and 0.16% in July. The year-over-year pace ticked up to 2.7% from 2.6%. Core PCE, +0.23%MoM vs. 0.2% consensus and 0.24% in July. Year-over-year core PCE unchanged at 2.9%. Core PCE is running at a…
The dollar still anchors global reserves, but fiscal strains and shifting trade patterns are driving diversification. Gold is emerging as the primary counterweight, reflecting a gradual rebalancing of portfolios. linkedin.com/pulse/gold-bec…
The third estimate of Q2 real GDP growth showed the economy grew 3.8%q/q annualized vs. 3.3% 2nd estimate and -0.6% the previous quarter. The upward revision to growth was supported by stronger personal consumption, 2.5%QoQ vs. 1.6% previous estimate. Services consumption…
Sales of new single-family homes surged 20.5%MoM in August vs. -0.3% consensus (previous month revised down to -1.8%MoM from -0.6%). The seasonally adjusted annual rate at 800k, the highest level since Jan 2022.
AI is fueling unprecedented demand for data centers, driving innovation in financing through asset-backed and commercial mortgage securities. In Perspectives, we explore what this shift means for credit investors. youtube.com/watch?v=oK4R93…
“Further robust growth of output in September rounds off the best quarter so far this year for US businesses. PMI survey data are consistent with the economy expanding at a 2.2% annualized rate in the third quarter. Although tariffs were again cited as a driver of higher input…
“Further robust growth of output in September rounds off the best quarter so far this year for US businesses. PMI survey data are consistent with the economy expanding at a 2.2% annualized rate in the third quarter. Although tariffs were again cited as a driver of higher input…
“Fiscal risks aren’t going away.” Portfolio Manager Bill Campbell on @BloombergTV discusses global deficits, the Fed’s path and why emerging markets may offer rare opportunities with @lisaabromowicz & @FerroTV. youtube.com/watch?v=kf5S47…
The last anchor of the zero-yield world is slipping. Japan’s 30-year yield has surged to 3.3%. Across developed markets, long ends are repricing as investors demand more compensation for inflation, debt, and policy risk. linkedin.com/pulse/japans-l…
Noting the ICE BofA MOVE Index, a gauge of bond market volatility, has dropped to its lowest level since Jan 2022, Ryan Kimmel says “despite these larger moves across the yield curve, uncertainty around future yields seems to be moving lower.” Listen: x.com/i/spaces/1rmxP…
Fixed Income Portfolio Manager Ryan Kimmel sees “an interesting disconnect, at least in August, between softening in the labor market and strong consumption. One view on that is consumption is being supported by the higher-income cohorts.” x.com/i/spaces/1rmxP…
DoubleLine Portfolio Manager Bill Campbell joins @lisaabramowicz1 & @FerroTV on @bsurveillance Monday 5:45am PT to discuss fiscal risks from Washington to Europe & Japan, the Fed’s shift toward cuts and why EM bonds & FX may shine as global central banks diverge on policy paths.
“We definitely need to watch those key trading levels,” Portfolio Manager Eric Dhall says. “Four percent on the 10-year Treasury is a key level to watch. We bond geeks keep our eyes peeled for that.” Listen: x.com/i/spaces/1rmxP…
AI isn’t just about semiconductors and software. Portfolio Manager Mariya Entina, CFA, points to overlooked opportunities in subordinated utility bonds—higher-yielding debt from regulated companies powering data centers. youtube.com/watch?v=oK4R93…
.@DLineCap Portfolio Manager Eric Dhall & Fixed Income Allocation Strategist Ryan Kimmel dissect Sept. 15-19, with stocks at new highs, yields steepening and commodities weakening amid wide dispersion among FOMC members over future rate policy. x.com/i/spaces/1rmxP…
Jim Bianco @biancoresearch
494K 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
Jeffrey Gundlach @TruthGundlach
355K Followers 6 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
Danielle DiMartino Bo... @DiMartinoBooth
324K Followers 436 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
David Rosenberg @EconguyRosie
297K Followers 341 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Liz Ann Sonders @LizAnnSonders
481K Followers 739 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Rudy Havenstein, Seni... @RudyHavenstein
126K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Otavio (Tavi) Costa @TaviCosta
268K Followers 2K Following Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷
Luke Gromen @LukeGromen
349K 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.
Lawrence McDonald @Convertbond
139K Followers 14K Following NY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
George Noble @gnoble79
68K Followers 3K Following Fidelity Overseas Fund, Was #1 mutual fund in USA. Former Peter Lynch assistant. Founder of two $1b+ hedge funds. Barron’s Round Table. NOPE was bad.
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
Michael Taylor @Mike_Taylor1972
62K Followers 541 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Callum Thomas @Callum_Thomas
132K 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.
Lance Roberts @LanceRoberts
97K 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/qxJrsTVRHR
Jurrien Timmer @TimmerFidelity
204K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Christopher Bloomstra... @ChrisBloomstran
122K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Bespoke @bespokeinvest
250K Followers 1K Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Michael A. Arouet @MichaelAArouet
142K Followers 1K Following Compounding. Economy & politics, investing, charts and irony. No investment advice. Watch out impersonators. I’m not on Threads, Telegram, Bluesky, Facebook etc
Jack Farley @JackFarley96
80K Followers 5K Following Host of Monetary Matters podcast: https://t.co/L9rinX1Qrx Creator of Forward Guidance show (30 million downloads)
Priya Morales @priya_morale
5 Followers 19 Following Crypto educator Airdrops & growth experiments Long-term builder mindset ⛓️ #NFT #Security
Ferdinard @jerdo6rf88
424 Followers 1K Following
Tshiya Mogapi @MogapiTshiya
696 Followers 6K Following I am creative, I love knowledge, I like doing hard things. I love helping people( where and if I can). I laugh a lot, like a looot. Music is my go to for vibes.
AP @anshulpradhan
25 Followers 363 Following
Peyman Abedian @peyman_abedian
0 Followers 2K Following
JBG @Juanbg
2K Followers 6K Following Everything I share, are my own ideas! Technology, Science, Investments, Finances and More! Financial Freedom is Everything !
Mike @Mike98706319
15 Followers 121 Following
Rab Memari @rabmemari
404 Followers 379 Following Financing the producer economy @ https://t.co/yFMAY1YEPO. Former founder @ https://t.co/lR3uQnsJax and https://t.co/mkQrydxahh Sydney → SF → Berlin → London
John Nash @LondonChartists
926 Followers 562 Following Owner of a Tesla dealership on Tatooine. On Planet Earth, i try rebuild the american dream of prosperity and liberty. Passionate investor
bummy @serendipitySum3
185 Followers 2K Following
Shawn Mann @408_607
309 Followers 2K Following A long-haired, sikh bro living in Detroit. Loves stocks and investments, global economy and hopes to be a billionaire one day. 🇺🇸🇬🇧🇨🇦🥭
Revive Trader @revivetrader
73 Followers 387 Following Recovering Derivatives Dealer. I’ve faded more moves than I care to admit. Lifting bids and giving offers for over 17 years.
🚛 @cthuluwearprada
255 Followers 2K Following
Neel Kulkarni @neelk613
186 Followers 2K Following Engineer, MBA & immense admirer of how markets influence the world.
Joan @Joanbeeee
186 Followers 635 Following Finance, Nature, Cycling, Gamer, Reptiles 🦎 History, Independent
Josh @joshwray
734 Followers 2K Following I’m a hand puppet. I can only talk when someone’s hand is up my ass. Columbia U. Econ. Finance Nerd. Investor. 🇺🇸 🇮🇱 #MAGA #Bitcoin and Fuck Germany!
Cicale Galen @CicaleG61509
1 Followers 233 Following
gianluca raguzzoni @g_raguzzoni
58 Followers 415 Following
Andre Ribeiro @andre_m_ribeiro
89 Followers 723 Following
iammike @iammike_p
1K Followers 1K Following The nature of the game as it is played is such that the public should realize that the truth cannot be told by the few who know - Jesse Livermore
Liu Daisy @daisy155298
33 Followers 102 Following
SovereignThread @RootProtocolX
5 Followers 30 Following 💳 Tokenized debt 🧬 Captured identity 🥇 Hoarded gold ⚠️ The system mutates 🟧 Bitcoin = root layer of freedom
Yuriy @_hard_rock_hero
7 Followers 135 Following
Rakesh Garg @rakeshgarg5201
35 Followers 84 Following
Pingting Xu @X4245Xu
0 Followers 16 Following
john lambert @lambojohn444
0 Followers 659 Following
Andrei Andronic @AndreiAndronic_
50 Followers 313 Following
PJ M @PJcryptodude
1 Followers 70 Following
Andrews @andrews_m_
125 Followers 368 Following
BG @bmgpharmd
9 Followers 709 Following
Dakbeth Yovdy @DYovdy13559
17 Followers 239 Following
Pat Casey @patcasey
4 Followers 1K Following
Clevon Tiergarten @ProfessorClevon
1K Followers 6K Following Freedom, free markets, peace & tolerance. Father, husband, professor, anarcho-capitalist and #BTC. Sound money, fiscal rectitude, & voluntaryism. Idiocrat.
Epic ETFs @EpicETPs
177 Followers 33 Following Epic ETFs official account. Exchange Traded Funds for every goal. We like $SCHX $SPYD $EETH $IBIT $QQQ $WILD $REZ $GLD $BND ... #ETF #ETFs #ExchangeTradedFund
PenguinNinji9118 @ninji911895049
1 Followers 8 Following
alex_b @alexbratu75
68 Followers 51 Following
Rei Ayanami @yudhyap
34 Followers 2K Following some people are in your life for a reason. some people are in your life for a season. some people are in your life for a lifetime.
DoublelineBaby @DoublelineBaby
10 Followers 18 Following Test account for DoubleLine Content and Media.
DoubleLine ETFs @DLineETFs
1K Followers 7 Following For the latest updates, insights, and information, please follow us at @DlineFunds.
DoubleLine Minutes @DLineMinutes
6K Followers 3 Following A weekly market discussion with DoubleLine's Macro Asset Allocation team recorded Friday afternoon for your Monday morning commute, or anytime in between.
DoubleLine Channel 11 @DLineChannel11
2K Followers 6 Following A series of @YouTube shows bringing you market insights and commentary with peers and industry experts hosted by @DLineCap Portfolio Manager Ken Shinoda.
The Sherman Show Podc... @ShermanShowPod
4K Followers 75 Following A series of podcasts with peers and industry experts hosted by @DlineCap Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau. #ShermanSays
DoubleLine Funds @DLineFunds
4K Followers 4 Following DoubleLine is an investment management firm and registered investment advisor. https://t.co/WXiztPNFUETrends for United States
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