-
Tweets12K
-
Followers107K
-
Following240
-
Likes11K
All the love for large-caps. No love for small and micro-caps.
4
3
60
13K
4
Download Image
Eric Basmajian retweeted
@DonMiami3 @CharlieSparks16 The narrative requires context. It's not a "housing unit shortage." Since 2012, housing units under construction have increased by 12% per annum. Multi-family units increased at 15.5% per annum! There are plenty of housing units; they are just oversupplied in multi-family,…
I mislabeled the recession bars above. Corrected image here:
Residential units under construction and employment going in opposite directions.
March saw a drop in single-family permits, which, if continued, would begin to end the upturn we are seeing in single-family units under construction. Multi-family permits continue to plunge, which will keep downward pressure on MF units under construction.
Pre-tax corporate profit margins remain at secular highs. This is likely one of the factors that has provided a cushion for employers to retain labor longer than average.
Eric Basmajian retweeted
If you're not following & subscribing to this @EPBResearch, you're doing it wrong. Over the many years in the business (yes, I'm old) I've prob subscribed to hundreds of analysts at one time or another. One of my favorites. Fact based, consistent, rational analysis.
Inflation lags employment. On average, core inflation lags Coincident Employment by roughly 12 months at cycle peaks and by roughly 10 months at cycle troughs.
Pre-tax corporate profit margins remain at secular highs. This is likely one of the factors that has provided a cushion for employers to retain labor longer than average.
Employment data continues to come in very soft in the NFIB Small Business Survey. Both of these metrics are components of the 24-variable KC Labor Market Conditions Index.
Manufacturing is showing more cracks than residential construction, but both critical employment categories are avoiding material weakness.
This is called the "part-time ratio," and it's a traditional leading indicator of the labor market I made a short video on this ratio before today's report: youtube.com/watch?v=t3ZJlH… Today's update showed an improvement in the ratio, but a downtrend remains in the 3M average
This is called the "part-time ratio," and it's a traditional leading indicator of the labor market I made a short video on this ratio before today's report: youtube.com/watch?v=t3ZJlH… Today's update showed an improvement in the ratio, but a downtrend remains in the 3M average https://t.co/hbV1mezass
It's always surprising how cyclical payroll revisions are. This chart shows the 12-month rolling average of net nonfarm payroll revisions.
Initial jobless claims continue on a stronger-than-average seasonal trend to end March.
Alf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Andreas Steno Larsen @AndreasSteno
225K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Jim Bianco @biancoresearch
393K 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
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Bob Elliott @BobEUnlimited
137K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Danielle DiMartino Bo.. @DiMartinoBooth
291K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Conks @concodanomics
132K Followers 1K Following Global market mechanics. Male. STIR & market plumbing. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Andy Constan @dampedspring
133K Followers 327 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Luke Gromen @LukeGromen
250K 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.
Joseph Wang @FedGuy12
159K Followers 599 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Kantro @MichaelKantro
86K Followers 804 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 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 order
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing.
Jurrien Timmer @TimmerFidelity
185K 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
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.”
Darius Dale @DariusDale42
81K Followers 907 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.
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.
Captain Wolfsburg @CaptWolfsburg
55 Followers 196 Following
Per Lindvall @perlindvall
77K Followers 84K Following Anyone who enters the game of another is subject to the laws of that game. That is why the world looks the way it does. https://t.co/BZ28jvL41g
Ernesto @Ernest25374807
2K Followers 4K Following Conservative Texan, 1A, 2A, Christian, anti-WOKE, EE, Healthcare Entrepreneur, Equities trader, No ESG, PURE BLOOD! Avoid CLOTSHOT! Trump 2024!
Jensen @Jensen748133
111 Followers 361 Following
Jakub Kucera @JakubKu98876412
72 Followers 173 Following
Elizabeth Garrett @ElizabethG19556
55 Followers 355 Following Never regret anything because at one time it was exactly what you wanted.
Nick Gilbert @mtridgelift
0 Followers 2 Following
Kowalczyk Production @KowalczykProdu1
20 Followers 17 Following
Jitipol Puksamatanan .. @DoctorJok
2K Followers 1K Following Bangkok-based multi-asset forecaster, thematic investor, columnist, podcaster, stand-up strategist, dog person.
Paul Rowe @paulrowe46
388 Followers 2K Following
Robert Stuewe @stuewe_robert
48 Followers 151 Following
Fil @FIlIPJPP1
3 Followers 33 Following
jacob @easyjp
188 Followers 3K Following
Jonathan Lux @JonathanLux17
1 Followers 864 Following
Sivan Pietersen @Sivan_Pietersen
22 Followers 400 Following Passionate about economics, politics, history, stocks, space, nature, war, technology, etc.
Matt @ballin_matt
4 Followers 221 Following
The Tech Sales Appren.. @TS_Apprentice_
40 Followers 258 Following Everything Related to Tech Sales. Here to learn. Curious about the world.
Shepard Dog @shepard_dog
40 Followers 57 Following
amithrad @amithranwer
21 Followers 270 Following
Ron Bergen @rlb752257
69 Followers 102 Following
Jurakus @Jurakus22
17 Followers 83 Following
Alex @aglucks
115 Followers 307 Following
Auto trading @Autotradin51462
10 Followers 273 Following We drop signals every day join us today and start making profit with our daily profitable signals🚦🚦⬇️👇👇 click the link in my bio
Jillian @Jillian81435
59 Followers 362 Following
Beth Ready 💫 @Beth_Ready
125 Followers 1K Following You don't have to wait for love..You just have to enjoy the feeling of love around you. #Pure love
Diego @Diego9406_
15 Followers 223 Following 29 🍸 📚Degrees in Economics & Statistics 📊Business Intelligence Analyst 🔗https://t.co/z1ROiXcXi8
Aanhar Arif @Aanhar20
23 Followers 501 Following
Jron @Jron73074698
362 Followers 619 Following
Andres @89andres_andres
306 Followers 1K Following
Deniz @denizcidikx
42 Followers 276 Following
Joe @joefenil
114 Followers 113 Following
Adam Wordsmith👨.. @charliedotblog
78 Followers 516 Following Armchair economist and philosopher. Actual marketer and investor. Absolutely not financial advice.
Michele Pisaroni @MichelePisaroni
56 Followers 775 Following #Italian #Ambitious #Dreamer in #Zurich Opinions my own.
ＭＯＯＮ 👑 @queenmoon1337
39K Followers 11K Following 🔸️Multipreneur+Solution Finder 🔸️Marketing+Creative Director @Rough_Ryders 🔸️Good Vibes, Mindset 🔸️Web3 things, 𝕏Growth
Mayank Goel @mynk_goel
7 Followers 50 Following
Aaron Schwamberg @AaronSchwamberg
45 Followers 104 Following
underthecloud @underthecloud24
5 Followers 41 Following
Winston FX @NewWinst10_fx
2K Followers 3 Following Burada paylaştığım tüm bilgiler kendi strateji modellemelerimden oluşup yatırım tavsiyesi içermemektedir. 🥇 #FX #Endeks #Emtia #Kripto #Hisse
narongsak sathirachob.. @narongsakpum
88 Followers 125 Following
juan david ferro @juanda1916
8 Followers 62 Following El futuro empieza hoy, no mañana.......El dia de hoy, es el mañana de ayer y el ayer del mañana.
Alf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Andreas Steno Larsen @AndreasSteno
225K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Jim Bianco @biancoresearch
393K 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
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Bob Elliott @BobEUnlimited
137K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Danielle DiMartino Bo.. @DiMartinoBooth
291K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Conks @concodanomics
132K Followers 1K Following Global market mechanics. Male. STIR & market plumbing. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Andy Constan @dampedspring
133K Followers 327 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Joseph Wang @FedGuy12
159K Followers 599 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
David Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Kantro @MichaelKantro
86K Followers 804 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing.
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.”
Darius Dale @DariusDale42
81K Followers 907 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
Michael A. Arouet @MichaelAArouet
74K Followers 757 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.
Grant 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 CRYPTO
Blueprintsmb @blueprintsmb22
1K Followers 358 Following Ex Wall Street / current owner of small manufacturing business via ETA. Trying to learn and get better while making mistakes every day
Guy Berger @EconBerger
12K Followers 3K Following Director of Economic Research at the Burning Glass Institute. I tweet a lot about labor markets, macro, and (sorry) music! Tweets represent my own views.
Omair Sharif @fcastofthemonth
9K Followers 2K Following
CFS @CFS_org
90 Followers 26 Following The Center for Financial Stability is an independent, nonpartisan, and nonprofit think tank dedicated to financial markets.
ajk @ajk13116973
137 Followers 106 Following
gamage viriththamulla @ashane888
397 Followers 302 Following
Donald J. Trump Posts.. @TrumpDailyPosts
452K Followers 11K Following Trump Posts From Truth Social & Related So They Can Be Shared With Millions On X. Make Sure To Tap (🔔Notify+) So Tweets Cannot Be Suppressed. No Affiliation.
Adam Shapiro @ah_shapiro
4K Followers 600 Following Economist @sffed | Applied Micro | Applied Macro | Health Economics | Views expressed here are my own | personal account
Dr. Cameron Maximus�.. @DrCamRx
23K Followers 5K Following 👨🏻⚕️ Optimization without Obsession🤴🏻 CEO @MaximusTribe 🧙🏻♂️ Med School Professor 🥷🏻 Health & Performance Psych. to CEOs/VCs🤵♂️ Tweets are AI satire
Sherborne Capital @Sherborne_Cap
372 Followers 870 Following Treat this as financial advice at your own peril.
Gero Patterer @GeroPatterer
5K Followers 293 Following Portfolio Analyst - Global Macro | CFA, Data Science, Finance | An investment narrative without data is just a fairy tale
Brad Rinschler @thebankzhar
4K Followers 1K Following Down Range Capital Management Hedge fund Manager investing in Banks. Father and scratch golfer. Long Island bred, Hofstra Alumni. This is not investment Advice.
Edward O. Thorp @EdwardOThorp
20K Followers 2 Following Math professor, inventor, best-selling author, hedge-fund manager, gambler.
Chance Finucane @ChanceFinucane
436 Followers 1K Following Chief Investment Officer at Oxbow https://t.co/rR6mrZKGlM https://t.co/J2vZOKOrN9
The Friendly Bear @FriendlyBearSA
15K Followers 722 Following
Nick Timiraos @NickTimiraos
323K Followers 111 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Anna Wong @AnnaEconomist
16K Followers 284 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics. All opinions are my own.
BisphamGreen @BisphamGreen
7K Followers 2K Following I like markets It is all about growth: nothing else matters
Francesca Basmajian @FBonaviso
13 Followers 11 Following
Arturo Estrella @intheyield
3K Followers 21 Following Economist, recession forecaster. Prof Emeritus at RPI. Former Senior VP, NY Fed. PhD in economics, Harvard.
Ed Z @EdZarenski
3K Followers 956 Following Construction Economic Analyst/Author, Instructor, 30yr estimator, past runner, still skier, dogdad, granddad. PSU. Teach astronomy. Blog https://t.co/59SmXauUUJ
deerich @deerich101
1K Followers 50 Following Seasoned Investor — Family Office Opinions are not investment advice
DollarBum @AELB1337
2K Followers 75 Following
Darth Powell 🦈🇺.. @GRomePow
19K Followers 895 Following Top 25 Business School Grad - Finance Formerly Series 7, 6, 63 Licensed New Century Mortgage (Big Short) Account Exec Backup: @gromepowburner
Inside Baseball with .. @MarketsWithMB
2K Followers 656 Following
SuperMacro @super_macro
18K Followers 2K Following Veteran hedge fund PM with 25 years’ experience of trading and macro investment. Ex-Brevan Howard partner and PM for 12 years, former Citigroup MD
Beowullf's Treasury @BeowulfTreasury
2K Followers 656 Following If you like our commentary and analysis, please subscribe for free at https://t.co/64DKxFPNMv. Not Financial Advice.
MalcolmTucker @BloodyWanker913
243 Followers 473 Following Talking smack to myself and others. In another dimension I run a lot of money and have many followers. Ranked #1 wealth manager in America by my wife.
Cheng-Wei Chin @ChengWeiChin1
2K Followers 132 Following Recovering capitalist after two decades on Wall Street. Looking for answers to questions that nobody asked 🤔
Menzie Chinn @menzie_chinn
5K Followers 590 Following Professor of Public Affairs and Economics, University of Wisconsin, and Blogger at Econbrowser. All views are my own.
Hugh Hendry Eclectica @hendry_hugh
93K Followers 27 Following Founder Eclectica Macro, St Barts luxury hotelier, investor & surfer 📸 & 📺: hughhendryofficial | ✉️ Media & Sponsors [email protected]
PDS @TopadoDuran
7K Followers 1K Following Modern Global Macro Investor. Former Head of Macro at Soros. ex - Element. QFR. GS. DB. Macroeconomics. Markets. Bayesian. Data. Opinions are my own.
Thanh Minh @minhntz
116 Followers 682 Following
DV01 And1 @DVandOne01
523 Followers 473 Following Macro HF vigilante || Deal in all asset classes globally || I want to win.
Global Macro (GM) @FinEconGlobal
17K Followers 274 Following Global Capital Mkts- all things Finance + GeoPolitics. Bees don't waste time explaining to flies that honey is better than SHIT. 🇨🇦🇬🇷
boaz weinstein @boazweinstein
43K Followers 901 Following Boaz Weinstein is the founder of Saba Capital Management.
Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.
MacroCycles @cycles_macro
2 Followers 103 Following
The Transcript @TheTranscript_
59K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Shehzad Qazi @shehzadhqazi
6K Followers 4K Following Managing Director, @ChinaBeigeBook. Tweet on economic, geopolitical, and policy issues driving financial markets. Views my own. RTs & Likes ≠ endorsement.
Trevor Hugunin @trevorhugunin
139 Followers 71 Following Client growth partner for financial services • Strengthen client relations with organic video marketing.
Florian Kronawitter @fkronawitter1
14K Followers 526 Following Here to share what I've learned during 17 years on the frontlines of the economy and markets
Robin Brooks @robin_j_brooks
305K Followers 205 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].Trends for United States
34,4 B posts
21,2 B posts
41,2 B posts
435 B posts
8.507 posts
9.429 posts
31,1 B posts
20,5 B posts
4.969 posts
103 B posts
4.057 posts
41,7 B posts
8.485 posts
1.757 posts
10,4 B posts
1.016 posts
1.658 posts
1.946 posts
79,4 B posts
You might like
Alf
@MacroAlf
423K Followers
Jim Bianco
@biancoresearch
393K Followers
Marko Papic
@Geo_papic
44K Followers
Kantro
@MichaelKantro
86K Followers
Lyn Alden
@LynAldenContact
676K Followers
Joseph Wang
@FedGuy12
159K Followers
Prometheus Research
@prometheusmacro
37K Followers
ʎllǝuuop ʇuǝɹq
@donnelly_brent
71K Followers
CrossBorder Capital
@crossbordercap
75K Followers
David Rosenberg
@EconguyRosie
260K Followers
Bob Elliott
@BobEUnlimited
137K Followers
Michael Green
@profplum99
172K Followers
PPG
@PPGMacro
28K Followers
Danielle DiMartino Bo..
@DiMartinoBooth
291K Followers
Darius Dale
@DariusDale42
81K Followers