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70K Followers 2K FollowingChristian | Global macro research & trading in rates, FX, and equities | Educational primers and dynamic models mapping capital flows(free)⬇️
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38K Followers 999 FollowingFormer journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
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18K Followers 2K FollowingResearch Director / Semiconductor Analyst @TheFuturumGroup
Own analysis on semis on SemiPractice
Focus on Semiconductors and AI, sometime macro.
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49K Followers 189 FollowingFormer 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
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Guide of Wealth.
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