FintwitSub @FintwitSub
Citizen from EU also interested in finance and economy working around the world. Joined January 2021-
Tweets2K
-
Followers403
-
Following544
-
Likes1K
Something to think about... $EXPE $BKGN $EDR.MC $ABNB
Something to think about... $EXPE $BKGN $EDR.MC $ABNB
Unless there is new money flowing from outside of financial markets. New debt, new deficits
Unless there is new money flowing from outside of financial markets. New debt, new deficits
I wonder whos right, someone like Barry Sternlicht, thats says Powell lives in a parallel world and inflation is long gone. Or @JulianMI2 @BobEUnlimited and @biancoresearch that say that rates needs to actually go higher. Bipolar world youtu.be/7waMPlHugYI?fe…
🫶🏻🦄☁️💗 [HOMENATGE A L'EQUIP DE REALITZACIÓ, el talent i dedicació del qual ens ha permès lliurar amb excel·lència cadascuna de les 46 peces, i als nostres espectadors fidels] * #Videojocs | #Videogiochi
So this makes @biancoresearch and @VincentDeluard reconsider? They said q2e wouldn't break 2%
So this makes @biancoresearch and @VincentDeluard reconsider? They said q2e wouldn't break 2%
Cuidado con preocuparse más en ser influencer que presidente. El poder te puede alumbrar.
Cuidado con preocuparse más en ser influencer que presidente. El poder te puede alumbrar.
This is you weekly reminder that @jam_croissant once again was right to be bearish. He just repeating the same thing he told for last weeks in the lastest podcast with @DariusDale42. Cem is on a roll.
I have been there, although i lasted 2 months off X/Twitter
I have been there, although i lasted 2 months off X/Twitter
if true than its @jam_croissant plan b
if true than its @jam_croissant plan b
didn't age well?
100%
Im sure the explanation from what happened at 14:30 is completely explained by option flows. @jam_croissant @options_insight
At this point even @jam_croissant who called 100% whats happening must be like "sh..t, this is going way higher than i tough" My thesis is, the more Donald goes higher in polls the easier financial conditions will be $SPY $QQQ $BTC $GLD $UST
Actually when fed emergency cut in beginning of 2019 , the market just went up all year... the only thing that stopped it was what we know
Actually when fed emergency cut in beginning of 2019 , the market just went up all year... the only thing that stopped it was what we know
If @jam_croissant is right and this market wont stop until mid January, damn Small and mid caps have a lot of catching up to do 🤣
Talking about online travel sector performance being in synch YTD @310Value $BKNG $EXPE $EDR.MC
This is directly for @profplum99
This is directly for @profplum99
one of the first things i agree with him in many months
one of the first things i agree with him in many months
economy was not as "financialized" as today
2022 - @JulianMI2 > @RaoulGMI 2023 - @RaoulGMI > @JulianMI2 who is going to win 2024? doesn't matter , you can have both on @RealVision
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Floy Stankus @FloyStanku33829
59 Followers 5K Following
Kelsie Wakenight @KelsieWake61329
83 Followers 5K Following
Celesta Christain @CelestaC22888
79 Followers 5K Following
Mike Simanovsky @MikeSimanovsky
2K Followers 283 Following Founder, Conversant Capital. Problem solving with great real estate & related companies across public & private markets. Views are my own; not investment advice
Anneliese Grossnickle @AnnelieseG9036
23 Followers 5K Following
Cheryl Cox @cheryl_cox94668
46 Followers 3K Following
Lylah Porraz @lyl_por
36 Followers 5K Following
Vita Rickon @ricko_vi
60 Followers 5K Following
Melina Berisha @berish_mel
88 Followers 5K Following
Karole Riesland @karo_rieslan
46 Followers 5K Following
Melisa Sabellico @melisa40841
86 Followers 5K Following
Camie Medick @camie_ca
78 Followers 5K Following
Aliyah Kientzy @AliKient
78 Followers 5K Following
Tish Annino @annino12817
70 Followers 5K Following
Nel Krumbein @KrumbeinNe49588
61 Followers 5K Following
Kerstin Zerphey @KZerph
48 Followers 5K Following
Melissa Rutz @meli_rutz
40 Followers 5K Following
Emerie Jobst @EmeriJob
60 Followers 5K Following
Maya Elnicki @elnic_m
26 Followers 5K Following
Wilhelmina Hardman @hardma_wilhelmi
14 Followers 3K Following
Lilith Bhakta @lilith60235
61 Followers 5K Following
Susanne Desilvo @SDesilvo21405
55 Followers 5K Following
Rosalva Appiah @AppiaRosalv
15 Followers 3K Following
Ferne Tojo @ferne_to
75 Followers 5K Following
Nicolasa Haid @nicolas_haid
57 Followers 5K Following
Hiba Mcconahy @HibaMccona59626
30 Followers 5K Following
Mara Overkamp @MaraOverka91387
36 Followers 5K Following
federico olivi @olivi_fede82420
222 Followers 1K Following
MrCuz85 @MrCuz85
171 Followers 365 Following
skm @skm20731427
248 Followers 416 Following
Adria Zerck @AZerck55275
26 Followers 5K Following
Val Vue @val_vue84117
48 Followers 5K Following
Julian Brigden @JuliiianMI2
35 Followers 706 Following Co-founder of Macro Intelligence 2 Partners, a global independent macroeconomic research firm @MiI2Partners and co-creator of Macro Insiders @RealViision
Psychiatry On Line It.. @PsichiatriaITA
5K Followers 6K Following #PsychiatryonlineItalia è la più antica rivista on line di area psy in italiano Sul web e su Youtube. #psichiatria https://t.co/j0gQi3qv3y
Agueda Schmucker @AguedaSchm49821
51 Followers 5K Following
Alejandro Carballo @ACBKaupthing
58 Followers 512 Following
Vincent Deluard @VincentDeluard
24K Followers 2K Following Director of global macro for @stoneX_official Prof of finance at Saint Mary's College and CFA Society Not investment advice, it is just a Twitter account
Alvaro @Alvaro_GVMQ
54 Followers 358 Following
Galician Investor Res.. @GaliciaInvestor
49K Followers 199 Following Analista de negocios, aprendiz de Buffett, inversor en calidad. Todo mi trabajo lo comparto en Substack.
Luis Miguel Ortiz @LuisMiguelValue
96K Followers 250 Following Fundador de Inversión Racional®. Economista con máster en Value Investing y Teoría del Ciclo. Ex-bróker y combatiente de la incultura financiera.
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
Los Locos de Wall Str.. @LocosWallStreet
23K Followers 669 Following Educación financiera | Mercados | No damos consejos de inversión, damos formación 📩 [email protected] 📺 https://t.co/ywaaRLn2Kj +28k
Alejandro Estebaranz @alex_estebaranz
72K Followers 1K Following Presidente True Value Investments SGIIC S.A. | True Value F.I. ( ES0180792006). Value investor. Ingeniero en org. Industrial y @Artedeinvertir
Icaria Capital @IcariaCap
27K Followers 822 Following Profesor de IEB · OMMA · EF Gestor de Fondos Senior en Andbank | Libro: https://t.co/tDNzPRIr6G Telegram: https://t.co/azo1H8GF0c | IG: @santisocarlos
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Lyn Alden @LynAldenContact
679K Followers 753 Following Founder of Lyn Alden Investment Strategy. Finance+engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Albert Millan @albertrjf
13K Followers 440 Following Director de @lwsresearch | macro&value investing ⏳| #OOTT #BTC #GOLD #COM | https://t.co/TkiMLYgStX journey before destination
Gabriel Castro, CFA @gabcasla
18K Followers 459 Following Fund Manager at Singular Asset Management Views my own, it is not an investment advice
Daniel Tello Rivero @dantelriv
10K Followers 845 Following Gestor en Andbank WM del fondo GB VII Azagala ⛰ Se parte de la minoría que no invierte como la mayoría ⛰Ningún tweet supone recomendación de inversión
Gustavo Martínez @GustavoBolsa
56K Followers 744 Following Ldo en Economía/Máster Bolsa IEB/G.Patrimonial IEAF/Asesor Fin Europeo/Master Value Investing y Ciclo OMMA/Private Banker y Profesor Universitario finanzas UFM
Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Paco Lodeiro Amado @ValueInvestingS
28K Followers 831 Following Ayudo a rentabilizar los ahorros de forma segura a largo plazo mediante la inversión en bolsa y el value investing
Análisis y Portfolio.. @AnalisisdeInver
18K Followers 1K Following Tesis de inversión diferentes. Me gustan las situaciones especiales. Gestiona tu portfolio gratis📈📊 https://t.co/gfabvvj08n
Quim Abril @AbrilQuim
7K Followers 602 Following Asesor Equity Small Caps FI | Escuela Finanzas: https://t.co/4VDL5PQnek YT: https://t.co/mUjBQJO3iu
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Sergio | Alfa Positiv.. @AlfaPositivoCom
19K Followers 868 Following Entiende los procesos de creación de valor y serás imparable ┃📈 Contenido para aprender sobre Inversión con perspectiva empresarial.
Javier Acción, EAF @AccionEAFI
10K Followers 1K Following Asesor del fondo #AccionGlobalFI (ES0168797050). 1ª EAF en A Coruña. Asesoramiento Financiero. Registro CNMV Nº149. Divulgo y comunico en #TuDineroEnAcción🎙️
Carlos Pareja @Carlos_Pareja27
22K Followers 217 Following Asesor Financiero con vocación de profesor y alma de inversor. Me gusta enseñar algo de finanzas todos los días.
Arturo Lopez 🇪🇺 @LopezPeiro
2K Followers 1K Following
Noely D. Diokila Mend.. @thephoenixinv
4K Followers 477 Following MBA y Master Controller Financiero. Análisis detallados de empresas y estudios completos de inversión 📊 Fundador The Vanguard Research. Dulcius Ex Asperis
Yellowbrick Investing @joinyellowbrick
6K Followers 2 Following I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily email with 3 new stock pitches
Brand Finance @BrandFinance
15K Followers 2K Following Brand Finance is the world’s leading #brand #valuation #consultancy. Founded by @davidhaighbrand in 1996. Bridging the gap between #marketing and #finance.
Thomas Kipf @tkipf
25K Followers 1K Following AI Research at @GoogleDeepMind. Ex-Physicist. Graph Neural Networks & Controllable Generative Models (e.g. GCNs, Structured World Models, Slot Attention).
Eric Jang @ericjang11
69K Followers 3K Following physical AGI at 1X. Author of "AI is Good for You" https://t.co/eFg4WXhg0p
Jascha Sohl-Dickstein @jaschasd
19K Followers 625 Following Member of the technical staff @ Anthropic. Most (in)famous for inventing diffusion models. AI + physics + neuroscience + dynamics.
Sebastian Ruder @seb_ruder
80K Followers 1K Following Multilingual LLMs @cohere • Prev: @GoogleDeepMind • Newsletter: https://t.co/7JGh2qpG98
Arthur Mensch @arthurmensch
40K Followers 874 Following Co-founder and CEO @MistralAI. Apply https://t.co/yHGRZAtjcx
Guillaume Lample @GuillaumeLample
37K Followers 648 Following Cofounder & Chief Scientist https://t.co/hLfvKLkFHd (@MistralAI). Working on LLMs. Ex @MetaAI | PhD @Sorbonne_Univ_ | MSc @CarnegieMellon | X11 @Polytechnique
Mistral AI @MistralAI
91K Followers 0 Following Fast, open-source and secure language models. Join us https://t.co/INALdNGvCP
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Valentina (Cupać) Je.. @ValentinaCupac
2K Followers 119 Following Technical Coach @ Optivem | Helping development teams deliver better software faster with TDD, Clean Code & Clean Architecture
Marcus Lemonis @marcuslemonis
662K Followers 14K Following Unconditional lover of Business | #TheProfit | #TheFIXER | https://t.co/yLnLxvCkPP $CWH Chair CEO $BYON Exec Chair
Sunrise Trader @SunriseTrader
160K Followers 1K Following Trader trading the trend. Trade in a state of grace. Family friends laughter health & time to play important to me. Living life in alignment with 'what is'.
Històries de Barcelo.. @historiesdebcn
44K Followers 239 Following Blog de memòries, vestigis, curiositats i altres històries de Barcelona https://t.co/GmMeqicDqV ✍️ David Martínez
María Mira, MFIA @Maria_MMira
16 Followers 46 Following
Farrer Wealth Advisor.. @FarrerWealth
1K Followers 328 Following Asset Manager based out of Singapore serving Family Office and HNIs. Follow on https://t.co/w0mJ33lIMs Tweets not to be construed as investment advice.
Lion-Cubs | Small-Cap.. @LionCubsFund
4K Followers 385 Following Small-Cap Specialist | Investing/Stocks | Quality | Growth | Value | 100-Bagger Hunter | Fin-x-er | Not Investment Advice.
Nartex Capital @NartexCapital
303 Followers 3 Following Nuestra misión es preservar y hacer crecer tu capital, protegiendo su valor presente y maximizando su valor futuro.
James Jude @Jimmyjude13
76K Followers 899 Following Trader, Merc Jerk, Eurodollar/S&P Options/VIX, CME/ NYMEX alum, writer. Technical advisor and content creator at https://t.co/mVmFgmozNd
Whale Capital Investm.. @InvestmentWhale
12K Followers 13K Following Cambiaremos tu forma de invertir para siempre.
StockOpine @Stock_Opine
6K Followers 3K Following Long-term stock investing | Fundamental analysis | Earnings Reviews | Not an investment advice
OpenValue @OpenValue
750 Followers 78 Following Better software, faster. Java & full stack development, consultancy and training. Read more on https://t.co/in7EA7ccBF and https://t.co/pDTGxor23T.
Orsetto @shot_change
2K Followers 146 Following Scarcity, permanence, independence | Disclaimer: I don't know s**t
!! NO LONGER HERE !! .. @tastapod
44K Followers 827 Following !! NO LONGER HERE, READING OR POSTING !! Mastodon @[email protected]. BlueSky @tastapod.bsky.social.
Dalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Shruti Mishra @heyshrutimishra
84K Followers 777 Following Sharing insights on AI, Entrepreneurship, Online Business & Productivity • I help people to Market & Launch SaaS and AI products • DM for collabs ✉️ •
Věra Jourová @VeraJourova
75K Followers 425 Following Vice-President for Values and Transparency at the @EU_Commission. Account managed by me and my team.
Margrethe Vestager @vestager
314K Followers 526 Following Executive Vice-President of the European Commission EU fit for Digital Age and Commissioner for Competition
Didier Reynders @dreynders
190K Followers 4K Following Candidate Secretary General @coe Commissioner for Justice @EU_Commission on leave 🇪🇺 - Former Deputy PM, Finance, Foreign Affairs & Defence Minister 🇧🇪
Thierry Breton @ThierryBreton
140K Followers 100 Following Together, taking Europe forward 🇪🇺 Commissaire européen | Europäischer Kommissar | #industry #services #digital #tourism #audiovisual #space #defence
Brent Hoberman @brenthoberman
59K Followers 10K Following 2x unicorn founder https://t.co/4bI3viKnpu https://t.co/BdNSJMkwyV Co-founder/investor @firstminutecap @Founders_Forum @foundersfactory Angel investor - backed 9 unicorns at 🌱
Dr. Cristina Vanbergh.. @VanberghenEU
42K Followers 34K Following Professor - now EUI Florence, Senior Expert @EU_Commission, diplomat, Stanford Center for Internet, @StanfordCIS EUinfluencer 2019-23 @ZNConsulting, PhD Leiden
AlphaSense @AlphaSenseInc
14K Followers 488 Following AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
Ironsides Macro @barryknapp
9K Followers 656 Following Ironsides Macroeconomics LLC. Macroeconomic & public policy strategy I'm not joking. This is my job. Podcast: https://t.co/RDQlWX61FE…
Roger Hirst @RogerHirst3
1K Followers 74 Following Macro analyst Ex-derivatives & equity L/S HF sales. Built leading Delta-1 desk for bespoke basket flow trading. @TheLykeionChannel @thelykeion
Yet Another Value Emp.. @YetAnotherValue
3K Followers 2 Following Official Twitter of the Yet Another Value Empire (mainly the blog and podcast)
Milton W Berg CFA @BergMilton
20K Followers 265 Following MB Advisors Institutional Research [email protected] https://t.co/DLmwNx0gBU "Milton Berg's Guide to Technical Analysis and the Stock Market" Target 2025
2 Gray Beards @2GrayBeards
9K Followers 2 Following Macroeconomic Research Firm focused on investors with portfolios of high-six to high-seven figures. Run by @nickgiva1 & @dampedspring Every Saturday before 3PM
MicroCapClub @MicroCapClub
41K Followers 126 Following MicroCapClub is a global community of 250+ experienced microcap investors. All great companies started as small companies. We find them first.
Lars Christensen @MaMoMVPY
20K Followers 9K Following International economist, "Money Doctor", sports analytics nerd, research associate Copenhagen Business School, [email protected] +45 52 50 25 06
Kyla Scanlon @kylascan
168K Followers 918 Following wrote a book called "in this economy?" | (almost) daily economic videos | writing, podcast, and youtube 👻
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.$edr.mc Insane that eDreams is trading near the bottom of the group (6.7x EBITDA if you use cash EBITDA) while it will likely grow FCF at a 40%+ CAGR over the next five years.
Cómo adelantábamos, os mostramos @italianseagroup, una de nuestras posiciones, desde dentro, y compartimos una entrevista de @jdominan a su consejero delegado, Giovanni Constantino.🎥 ¡Esperamos que os guste! youtube.com/watch?v=gD5mVR…
Las expectativas cambian muy rápido
Muchos alumnos me preguntan como se puede aprender a valorar nuevos sectores. Aquí tienes un sitio gratuito y de calidad. sellsidehandbook.com/industries/
¿Qué ofrece Tobii Dynavox a sus usuarios? La librería de símbolos más grande del mundo, software puntero, hardware con el mejor sistema de seguimiento ocular del mercado, soporte en la financiación y soporte en el uso. Hilo🧵👇
Escucha nuestra tesis de inversión sobre Tobii Dynvox: youtube.com/watch?v=ctrsU8…
Os dejamos también un adelanto del vídeo que compartiremos mañana en el que os mostraremos mucho más sobre la compañía y su equipo directivo 👇
Compañía de crecimiento, en un nicho de la tecnología y con un mercado con una penetración en niveles muy bajo ¿Quieres saber de que compañía hablamos? Escucha nuestra tesis sobre Tobii Dynavox👇 youtube.com/watch?v=ctrsU8…
OPA a Talgo a 5€ por acción
It’s hysterical watching institutional execution guys try to buy the $NVDA they need to buy. “$900 top.” “Ok $905 top to work.” “Take a $910 limit and buy em.” “Okay market order.”
¡Estrenamos nuevo contenido! Queremos compartir con todos algunas tesis de inversión para que podáis conocernos mejor y entender, de primera mano, como analizamos las compañías. Dentro hilo 🧵👇 youtube.com/watch?v=ctrsU8…
Hoy, también en @elEconomistaes: El Supremo pone fin al castigo fiscal por tomar el control de una herencia por partes 💪💪 "Mi” sentencia contra la Hacienda Balear que tumba ese castigo tan absurdo como injusto en las extinciones de usufructos: eleconomista.es/legal/noticias… Como…
Opportunity cost of fading equity market rallies b/c of valuation concerns is too high as a trader with any reasonable timeframe. Better to follow the linkages that create the turn rather than front run the eventual expected move down. Not there yet: x.com/BobEUnlimited/…
The *order* of macro linkages matters more than calendar time to create growth turn and durable inflation decline. Still early: 1. Rates rise 2. Stocks fall 3. Demand slows 4. Earnings decline 5. Job market weakens 6. Wage growth slows 7. Inflation durably falls to target
@CFA_Life @FintwitSub @JackFarley96 Correct 👍
@FintwitSub @JackFarley96 @BergMilton I believe he came out almost immediately after the prior interview just to clarify that he was still long equity risk (?)
I would suggest watching the full interview. In it I attempt to paint a Bullish Picture with a target of 5500-5550. However the technical's at the current time are screaming either or correction/Bull market peak . Blow off has already occurred.
@JackFarley96 @BergMilton Last interview he was already bearish many months ago this market is unstoppable right now many tried to predict the inflection point and all failed and im talking big names on fintwit
Este es el objeto de la demanda: "OpenAI, Inc. se ha transformado en una filial de facto de código cerrado de la mayor empresa tecnológica del mundo: Microsoft. Bajo su nueva junta directiva, no sólo está desarrollando, sino que en realidad está perfeccionando una AGI para…
#JDIResearch focuses on leading indicators rather than narratives. As a result, we took profit on long 10yr US duration on Dec 19th 2023 and stayed short duration against a loud consensus in 2024 warning about the risk of an inflation scare. We are often early, not always right…
#JDIResearch is already loving 2024 because in the era of AI and real-time data, deep #macro analysis and human intelligence is what will generate return. You will love our new report "Dormant or dodo?" in which we dig deep into CB's reaction functions, the risks of recession and…
Trends for United States
You might like
