EconstratPB @EconstratPB
New Public Account for PB pinebrookcap.com New York, USA Joined January 2024-
Tweets14K
-
Followers18K
-
Following901
-
Likes35K
Those were always stupid. We barely tapped 5 in 2023 for a hot second but we were suddenly going to moon to 6 with an economic shock and a slowing economy. Stupid is as stupid does.
Those were always stupid. We barely tapped 5 in 2023 for a hot second but we were suddenly going to moon to 6 with an economic shock and a slowing economy. Stupid is as stupid does.
@EconstratPB House poor/mortgage rich
Very good insight. Money illusion (nominal vs real) is such a fascinating concept with so many applications.
Very good insight. Money illusion (nominal vs real) is such a fascinating concept with so many applications.
If you can bankrupt a casino (which is basically a glorified legalized money laundering operation) you’ve got a good shot at causing a recession. Stable Genius. 😂
If you can bankrupt a casino (which is basically a glorified legalized money laundering operation) you’ve got a good shot at causing a recession. Stable Genius. 😂
I haven’t had a drink all week 🤔🤔
Gm folks. Up at 545 on a Saturday. This is my new dog walking life 😂
July 22, 2025.
One of the most ridiculous and yet most important statements from a trading perspective is that markets will look through weak fundamentals because dealers are long gamma, systemic strategies are re-leveraging, etc. Mechanical flows are turning markets into fundamentals-agnostic…
Humbly submitting for you consideration: Buying the bottom/shorting the top isn’t about getting the turning point in the economy right. The economy trends. Markets don’t always follows those trends. When markets deviate dramatically from those trends— those are the turns
This isn’t going to move the needle bc the majority of mortgages are fixed below this. Way below. Get after it and figure wut moves it. pinebrookcap.com/p/market-comme…
This isn’t going to move the needle bc the majority of mortgages are fixed below this. Way below. Get after it and figure wut moves it. pinebrookcap.com/p/market-comme…
As you all know Pinebrook went long home builders back in July 22. Best one is DHI at 23%; NVR is the laggard at 9.78%. Average of the sectoral basket is 16.40%. Did a few other thingys. This note here covers the why of the sectoral trade. Hint: It’s not the 30yr…
@EconstratPB PM and RM?
You get bigger revisions around economic shocks. The administration intentionally chose to inflict a shock through their policy choices Shameless
@Globalflows All while they miss the most important part: Context x.com/MisterSpread/s…
@Globalflows All while they miss the most important part: Context x.com/MisterSpread/s…
If you are trading today and getting whipsawed ur doing it wrong. ❌ If you were positioned appropriately and are making money today you are doing it right. ✅ I don’t trade on days like this. And I’m happy.
If you are trading today and getting whipsawed ur doing it wrong. ❌ If you were positioned appropriately and are making money today you are doing it right. ✅ I don’t trade on days like this. And I’m happy.
Bros trying to figure out if cuts are bullish or bearish
Dear god not another rule. 😂
jimmyolsenblues @jimmyolsenblues
887 Followers 915 Following Trump and Elon Fan. Network Incident Desk. Dog Lover, I have seen more hard science fiction movies than anyone else in history.
Rwk @rwimitation
1 Followers 19 Following
CR1017 @CRoy1017
122 Followers 581 Following
Ajit Dhillon @DhillonAjit
286 Followers 820 Following Markets I Investments I Football I Real Madrid I #FPL
Adams Mancini. @AdqmsMancin4
15 Followers 517 Following Full-time trader specializing in ES futures moves, along with 2–7 day ETF swing positions. I keep things 100% transparent. Posts are simply my trading journal.
Ryan Detricks, CMT. @RyqnDetrcik
16 Followers 336 Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Manage more than $5 billion for clients
CharlotteFoster @48sM974EF1Vmfv
4 Followers 143 Following
Jame Jude @__jimmy_jude13
308 Followers 5K Following Trader, Merc Jerk, Eurodollar/S&P Options/VIX, CME/ NYMEX alum, writer. Technical advisor and content creator at https://t.co/0cU2tqq9mf
JamieMartin @VyZ9gcbqN1p6UI
3 Followers 358 Following
𝕝𝕖𝕠𝕟 @typesuser
254 Followers 4K Following transformers for neuroscience @netholabs // making ml deployments atomic @diagonalsh
wxchris @wxchris3
243 Followers 108 Following
Liz An Sonders @LlzAnS0nders
424 Followers 4K Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/yY8JmApxf3
Real Blonde Broker @bl0ndebroker11
481 Followers 5K Following options/harmonics/level to level/scalper. Patterns are real. Not investment advice. Discord available at https://t.co/slE1BEJzzx
Excel For Freelancers @Excel4Freelance
51K Followers 15K Following Excel For Freelancers mainly focuses on building applications that businesses can use. Helping you turn your Excel passion into a passive income.
Dan Ive @_Dives_Tech_
285 Followers 2K Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports📱✈️📈🚘🏈 We Are Penn State! Jersey Pizza #1 🍕
SesameIchiban @kim_nguyen10342
113 Followers 55 Following
Sat Stacker @TXSatStacker
742 Followers 611 Following Redeemed sinner, husband of 1, father of 3, Bitcoin maxi, business owner,
Brian Rowe @BrianRowe67407
0 Followers 298 Following Environmental scientist | Conservationist | Sustainability advocate
NoviceTrader @ElliottGamma
95 Followers 330 Following Software Developer with an interest in Finance/Economics. Nothing I tweet is an investment advice. Trade at your own risk. Please consult professional.
SunlessProtocol @SunlessProtocol
83 Followers 602 Following Everything I do is about psychology. Marketing is the psychology of crowd. Trading is the psychology of self.
Quack Quack🪝🏴�... @raiseyourT
40 Followers 2K Following
Karan Merwana @karanmerwana
687 Followers 279 Following Trying to find myself everyday. Love all things tech. Curious about econ and investments. Being healthy and fit is non-negotiable
Dehnad @dehnad
0 Followers 222 Following
David_Munoz @DavidMunoz27
109 Followers 92 Following
DucHo @homanhduc
61 Followers 985 Following
Adam Thomas @adaAngefam
0 Followers 480 Following
j @jagidoc
366 Followers 4K Following if we lose freedom here there is no place to escape to. This is the last stand on earth. proud member of the control group. pure blood.
jim iuorio @jimiuorio
53K Followers 996 Following Trader, napoleon complex, recipient of several broken noses due to an inability to shutup. Host. for speaking requests contact Barry Ward [email protected]
1Lot @WorkingToTrade
2 Followers 74 Following
Chaoticus @utterchaos247
1K Followers 2K Following DegenMaxi ADA, BTC MSTR, NVDA $SNEK, $MIN, $MIRA, $HUNT, $WMTX, $FLDT, $IAG, $DOG Chains of War, TAS, Cardano Clanns
Patrick @Patrick46104738
0 Followers 981 Following
Irwiedu @Irwiedu8201847
1 Followers 321 Following
justin @JustinWelt82831
213 Followers 156 Following
Yan @september_15_87
17 Followers 2K Following
lika @preparat
40 Followers 134 Following
Dan Berger @dan_berger26
77 Followers 133 Following
scott @scottz06
733 Followers 2K Following My passion is fitness, financial markets, coffee, wine, travel and my kids, ex - kickboxer
fishfishjump @fishfishjump
497 Followers 4K Following 🇨🇳 🇨🇦 🇭🇰.中华民族. born and raised in the west. geopolitics and finance. SOLAR CYCLE 25. the pursuit of wisdom .
Kris @Robot_Wealth
4K Followers 474 Following My name is Kris and I’m the human behind the robot. Systematic quant trading. Also Follow @therobotjames for more Robot Wealth information.
Nikita Bier @nikitabier
583K Followers 2K Following head of product @x, advisor @solana, venture partner @lightspeedvp, ex-founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook)
Neelkanth Mishra @neelkanthmishra
29K Followers 469 Following Chief Economist, Axis Bank and Head of Global Research, Axis Capital. Tweets are personal. Retweets are not endorsements.
BowTiedPassport 🇺�... @BowTiedPassport
18K Followers 361 Following Based in 🇲🇽 | Former Army Officer | Not with “Passportbros” | Geo-Arbitrage, Residency, Travel, Sales, Culture, and Dating - https://t.co/ZRBVyYj5SG
Tyler Neville @Tyler_Neville_
14K Followers 5K Following Macro & Market Structure, Husband, Dad of 3 boys (expert in arbitration of toy disputes) Weekly Macro Podcast @ForwardGuidance
Rick Palacios Jr. @RickPalaciosJr
39K Followers 609 Following Director of Research | John Burns Research & Consulting @JBREC | Previously @MorganStanley & @MilkenInstitute | All things housing
Nina Eichacker @nina_econ
4K Followers 2K Following Still working on a Minsky/Mitski pun. @ninaecon.bsky.social
Texas Oncologist @TexasOncologist
4K Followers 2K Following Oncologist and TCU faculty. Opinions are mine alone. Go Cowboys, Rangers, Hogs/Frogs (ex-Mavs), Minoring in FinTwit and memery, alter ego is a cat.
Alex @positive_gains
788 Followers 477 Following ⚡️Worker ✝️🧘♂️🪐 ♃♉️ Opinions and 4D Thoughts Bottom Quintile FinTwit
Denver Labrador Inves... @denverlabrador
324 Followers 599 Following
briskybop @briskybop
366 Followers 414 Following Buy-Side Quant | Registered Securities Dealer | Macro Enthusiast | Jazz Musician | Polyglot from D.R. 🇩🇴
Susan*MacTavish*Best @MacTavishBest
3K Followers 894 Following Founder of Posthoc. We host salons too.
Sebastian Lozano - CR... @s_lozanod
373 Followers 494 Following I help investors, developers, and tenants acquire, sale, or lease industrial buildings and land in Orange County, CA.
Richard Casey @RichardTCasey
3K Followers 917 Following Macro/EM Strategist/Economist/PM. Ex a lot of places but not Bridgewater 🇺🇸🇪🇸🇬🇧
Nicolas Rabener @Finominally
3K Followers 268 Following Drive your investment success with intelligent analytics.
Steven @StevenCravotta
36K Followers 326 Following Building Viral Apps | 2x Exits | Scaled Puff Count📱 $40k MRR | Follow for tips on building & scaling software
AFRICAN & BLACK HISTO... @AfricanArchives
1.1M Followers 4 Following African and Black History ̷M̷o̷n̷t̷h̷ Daily || https://t.co/4BvesxEfyb
John Bummit, PhD. @JohnBummit
81K Followers 4K Following Husband | Father | Christian | Bingo Lover | 62 year old Lillia main | Trump 2022 Nigga. | 5'4 | 3% black | My half grandson is black | That/Nigga | DM Fee $10
Todd Lurfondler, M.D. @Lurfondler
5K Followers 557 Following 30A | Undiagnosed Asperger’s | Banned from Hinge | ✝️Catholic | 4.0 USTA | Angler 🎣 #HTTR (Redskins) |
Joseph Steinberg @jbsteinberg
4K Followers 199 Following Professor @econuoft. Research Associate @nberpubs. PhD from @umn_econ. Macro, international, public finance. Views my own.
Mike Waugh @tradewartracker
1K Followers 1K Following economist following #trade #tariffs @ https://t.co/RHxi4j96RL views ≠ those of my employer
Natasha Sarin @NatashaRSarin
10K Followers 422 Following Professor @YaleLawSch & @YaleSOM. Former Counselor (tax policy and implementation) at @USTreasury; Professor @PennLaw & @Wharton.
John Arnold @JohnArnoldFndtn
100K Followers 444 Following Co-chair of Arnold Ventures. Reality is more nuanced than the headline.
William Beach @BeachWW453
3K Followers 562 Following Economist, former Commissioner of Labor Statistics, Executive Director of the Fiscal Lab on Capitol Hill, and Senior Economics Fellow at EPIC.
Ben Wegmann @benwegmann
299K Followers 8K Following Christian. Connector. Believer. | Top producing Dallas based Realtor. | Instagram: Benwegmann | Business: [email protected]
Le Shrub🌳 @agnostoxxx
135K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Brendan Duke @Brendan_Duke
10K Followers 2K Following Tax/budget nerd @CenterOnBudget | Former Biden-Harris National Economic Council tax/budget/supply chains | @amprog /Senate/@JECDems alum | Tweets are mine
Metabolic Factor @MetabolicFactor
83K Followers 5 Following Curating actionable steps to level up your physique. BSc Human Nutrition & Dietetics | MSc Sports & Exercise Sciences.
insulinresistant1 @insulinresistnt
697 Followers 35 Following Type 2 diabetes runs in my family and I’m trying to prevent it.
Domer❤️🔥 @Domahhhh
19K Followers 838 Following Full-time political bettor since 2007. I don't tweet much, and we're all better off for it.
Anna Paulson @annap_2013
1K Followers 651 Following President & CEO @philadelphiafed. Views are my own. Retweets don’t indicate endorsement.
Luis Garicano 🇪�... @lugaricano
106K Followers 686 Following Professor at LSE @LSEPublicPolicy. Recovering MEP. Substack on econ, tech and EU at https://t.co/08wJlO9hUk "Crisis Cycle" with PUP out in June 2025.
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
Slylust @OptionsSly
755 Followers 0 Following Derivatives Trader, Free Mkt Enthusiast **Not Investment Advice** No paid anything! If you wish to show appreciation, donate to charity linked below.
Frank Palmeri @FrankPalmeri1
163 Followers 667 Following
Graham Summers, MBA @gsummersmba
6K Followers 67 Following Chief Market Strategist, Best Selling Author. Obsessed with helping investors profit from the markets. Investor. Businessman. Not financial advice.
Peter - Cracking Mark... @SystematicPeter
3K Followers 82 Following Systematic trader, fund manager. Web: https://t.co/Qga9clOPid
Mel Mattison @MelMattison1
16K Followers 373 Following Investor, author, and former fintech executive with 20+ years in the biz. Duke MBA. Financial Philosopher. Not financial advice.
Copy Ninja @Kakashi_fandom
117 Followers 158 Following Recovering I-banker, avid reader of books on all topics. Info posted regarding market positions serves as a virtual diary; NOT to be taken as investment advice
Zachary Resnick @trumpetisawesom
2K Followers 936 Following ✈️ Fly Worry Free & Save 35-80% off Intl. Biz/First Class Flights with FlyFlat https://t.co/AM1rDOA608 | I love 🎺 | Poker Enthusiast
Giro d'Italia @giroditalia
795K Followers 1K Following Amore Infinito 💞 🏆 2025 Simon Yates #GirodItaliaTrends for United States
You might like
