Harald Malmgren @Halsrethink
Economist, geopolitical and geosecurity strategist. Co-Founder of Malmgren-Glinsman Partners, Co-Founder of Malmgren Institute Warrenton, VA Joined July 2013-
Tweets41K
-
Followers69K
-
Following3K
-
Likes24K
Two key confirmations in this clip: 1) The criminals who seized Hamilton Hall at Columbia were outside agitators, not students. 2) Approximately 300 were arrested at Columbia University overnight, the majority of whom are not students. People do not yet realize just how much…
This is incredible: The US economy LOST 192,000 jobs in Q3 2023, according to the BED report released by the BLS last week. BED data tracks quarterly changes in employment at all private businesses in the US economy. Meanwhile, US nonfarm payrolls data showed that the US labor…
China has leveraged its "no limits" partnership Russia, which supplanted Saudi Arabia as China's largest petroleum exporter & Turkmenistan as China’s largest gas exporter, to secure a reliable, cheap and quick flow of energy & food, while helping to prop up Moscow's war economy.
China has leveraged its "no limits" partnership Russia, which supplanted Saudi Arabia as China's largest petroleum exporter & Turkmenistan as China’s largest gas exporter, to secure a reliable, cheap and quick flow of energy & food, while helping to prop up Moscow's war economy.
Rising long end Treasuries yields our Ahead of the Herd dailies have long been anticipating-- though we paused last week to see what tricks Yellen might have up her sleeve. Looks now 10 year yields resuming, 5.5% in sight...and then?
Rising long end Treasuries yields our Ahead of the Herd dailies have long been anticipating-- though we paused last week to see what tricks Yellen might have up her sleeve. Looks now 10 year yields resuming, 5.5% in sight...and then?
1/8 Good FT article on China's intractably unbalanced economy: "China’s seeming reluctance to rebalance its economy is one of the great challenges facing global financial systems, threatening to worsen Beijing’s trade and diplomatic relations." ft.com/content/35471c… via @FT
Competing views on China's April factory PMI. Does the recovery have legs or is it losing steam? Bottomline from @ChinaBeigeBook: After a strong Q1 the big question was whether the economy could sustain momentum. April shows China’s growth prospects are already losing altitude.
Our view is that despite the spin, many sectors of the US economy are riddled with monopolies and oligopolies. The net result is that reducing #inflation is a LOT harder here than in the Eurozone. Coca-Cola's results just highlight the problem.
Our view is that despite the spin, many sectors of the US economy are riddled with monopolies and oligopolies. The net result is that reducing #inflation is a LOT harder here than in the Eurozone. Coca-Cola's results just highlight the problem. https://t.co/S88ZwtbLZi
Another sign higher for longer is back: According to the New York Fed, wage inflation is sticky around 5%. This is more than double the Fed's long-term 2% target that they continue to stand by. Needless to say, 5% wage inflation should not come as a surprise after the latest…
US has a massive income mismatch problem. Take away govt xfers (which Uncle Sam is doing) what's left is so little private income that something has to give. I don't think people realize just how bad this is. It's all been covered up by govt "aid." youtu.be/nUP5SjY_o3U
A great global macro exchange between Ed D'Agostino and my brilliant research and trading partner Nick Glinsman
A great global macro exchange between Ed D'Agostino and my brilliant research and trading partner Nick Glinsman
No investigative reporter has revealed to the public the role of salaried agitators in spreading Hamas propaganda across the US: they come with PLO flags, posters and "get things started". Who pays / Tax-Exempt foundations
Scientists are studying planet K2-18b, which discovered a gas produced only by living organisms Now, to confirm the finding, the James Webb Space Telescope will undertake hours of observations of the planet. The results of the study will be ready and published in a few months.…
How can we solve the inflation and debt crises? Economist Dr. John B. Taylor of @HooverInst and I discuss this and more in Let People Prosper episode 88. We also discuss why fiscal and monetary policy rules and economic freedom are essential to address economic crises.
People who complain about “life being unfair” lack perspective. Period. Life is unfair. Stupid. And you are probably a beneficiary of that imbalance. Anyone who can afford mental capacity to complain about the poor hand they’ve been dealt seriously lacks perspective. Look at the…
People who complain about “life being unfair” lack perspective. Period. Life is unfair. Stupid. And you are probably a beneficiary of that imbalance. Anyone who can afford mental capacity to complain about the poor hand they’ve been dealt seriously lacks perspective. Look at the…
Excellent essay from @RayDalio on the current Economic/Geopolitical State of China. H/t @T_Castelluccio for the share. linkedin.com/pulse/china-10…
The hardness of China's "red lines" will not be known until they are tested. Red lines might sometimes be binary, yes or no, but more likely will be triggers for deconfliction consultations or negotiations. A process set in motion rather than live fire confrontation
The hardness of China's "red lines" will not be known until they are tested. Red lines might sometimes be binary, yes or no, but more likely will be triggers for deconfliction consultations or negotiations. A process set in motion rather than live fire confrontation
Allesandro is correct that a US-Philippines Mutual Defense Treaty had been in effect for many decades, but its existence had faded into obscurity until revived by Biden & Philippines leadership in recent days as part of newly emerging Indo Pacific security coordination
Allesandro is correct that a US-Philippines Mutual Defense Treaty had been in effect for many decades, but its existence had faded into obscurity until revived by Biden & Philippines leadership in recent days as part of newly emerging Indo Pacific security coordination
In our analyses of US budget deficits almost a year ago,@nglinsman and I explained the CBO and Treasury QRA estimates would likely underestimate likely spending, especially likely defense&security requirements
In our analyses of US budget deficits almost a year ago,@nglinsman and I explained the CBO and Treasury QRA estimates would likely underestimate likely spending, especially likely defense&security requirements
The son of former French President Sarkozy, a prolific writer for Le Figaro, makes the argument that Trump and Biden followed Obama into self isolation of USA. He knows something from his dad.
The son of former French President Sarkozy, a prolific writer for Le Figaro, makes the argument that Trump and Biden followed Obama into self isolation of USA. He knows something from his dad.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Live Monitor @amlivemon
43K Followers 514 Following Political machinations, Geopolitics concerning Europe & transatlantic relations. Often political economics rants. Eurodollar and US foreign policy explainer.
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Rudy Havenstein, Seni.. @RudyHavenstein
111K 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
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
Luke Gromen @LukeGromen
251K 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.
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
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Velina Tchakarova @vtchakarova
155K Followers 7K Following Geopolitical Strategist| Chief Strategic Foreseer | I coined #Dragonbear |#geopolitics |#GlobalSystem | #realpolitik | #foresight | #trends | #risks | #RWRI
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
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Michael Taylor @Mike_Taylor1972
56K Followers 456 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Marvin @Marvinthedozer
0 Followers 5 Following
Lairnat @LairnatGRb
0 Followers 94 Following
BlackWhite_OR_Grey @PanDa007__
146 Followers 790 Following
Torsion @TorsionPhysics
1 Followers 95 Following Discovered Art Bell, got hooked. Took a job in military communications to find out, and have some serious adventures. :)
Beutysexynatly @beutysexynatly8
109 Followers 329 Following "Dreaming, after all, is a form of planning." #Traveling #Reading #Mountaineering #Food
Nintendie - Wizards �.. @NintendieGMEBOY
827 Followers 3K Following I was a human melted into a GMEboy. nothing said from me should be taken as financial advice. MINTING NOW - https://t.co/gOqYzEm36u
Tung Mai @tungmai1206
66 Followers 105 Following
Sesest @Sesest289832
0 Followers 89 Following
Ángel Ribera Sempere @Aribera27
9 Followers 114 Following
AlbertaDobbin @f1bo5m26kuL5I
1 Followers 200 Following
Tommy @HistoryTom007
42 Followers 254 Following Je me méfie des partis. Ils deviennent facilement des partis-pris. Louis Charles Jean Robert de Mazade
HarrietBelloc @nF3FgVBmX07Pa1
0 Followers 145 Following
Fred Paxford, CFA @Fred_Paxford
0 Followers 299 Following Institutional asset allocator | #GenX | Incognito | Team Elon and Team Tucker | Personal views | RT not equal to endorse
Soonurslea @SoonursleaSxxR
0 Followers 88 Following
anadi desi @AnadiDesi
15 Followers 5K Following
Mora @Adalynn382177
3 Followers 444 Following If Spa is second, then no beauty trend will take first place
Jorge Orvananos - GFR @GFR_Jorge
100 Followers 299 Following Quant Research Think Tank established in 2010. Stock Model uses 4 parameters to analyze the trend of a stock: RISK, LIQUIDITY, POSITIONING, and TECHNICALS.
Quoasli @quoasli30603
0 Followers 94 Following
People & Power @ElijahToby50234
59 Followers 2K Following I am Generational Thinker, a political activist from Liberia 🇱🇷, West Africa. It's my aim to REWRITE Africa History
McTeede @MTeede5586
6 Followers 289 Following
Teighd @Teighd135007
1 Followers 218 Following
Mr. M @AvivMaoz
61 Followers 724 Following Husband. Father. Israeli Patriot. Atty. Travel Enthusiastic
Kite @Riversxaman
1K Followers 2K Following I'm that person who falls apart but tries to keep everyone else together.
hahna @hahnahahna
19 Followers 80 Following
Rob Ivanoff @rivanoff
621 Followers 826 Following i want to help more people. I lived in all top-10 financial cities. Founder and investor. Song-writer. Culture. Anti-war
Abhijeet @karak_iam
14 Followers 24 Following
Baya Systems @bayasystems
1K Followers 3K Following Advancing the semiconductor industry with groundbreaking innovations in fabric IP and software solutions
Logan Gewin @Logan_Gewin
184 Followers 559 Following
Phoebes Sister @PackageKyle
160 Followers 975 Following
Martin Love @martinxlove
628 Followers 492 Following Editor, columnist, novelist. Yale, UNC, Columbia graduate.
liman_hdl @liman_hdl
1K Followers 4K Following crypto, NFT, Web3, Web3game, metaverse... Open for Win-Win Collab 🤝🤝🤝 @playsomo | $SOMO
Cewher Miran Redkan @MEminRedkan
640 Followers 3K Following Proud Kurd, proud Muslim, Kurdistanî, Mechanical & Electronic engineer. Kurdish, English, Italian, Turkish
Josh Taylor @taylorxjosh
54 Followers 231 Following Ex PwC. Founder. Investor. Here for the intellectual discourse (mixed in with silliness every now and then).
NOH8 Campaign @NOH8Campaign
792K Followers 427K Following Putting a face to the fight for equality! Join us in taking a stand against bullying and discrimination. #NOH8 #NOH8Worldwide
Ava lucas @amliaava
848 Followers 184 Following It never gets easier. You just get better. #easier #inspower
Michał Em @MichaEm846476
17 Followers 96 Following
Seytesm @seytesm4197
2 Followers 215 Following
Alfred M. Wu @alfredmwu
4K Followers 5K Following Associate Professor, Lee Kuan Yew School of Public Policy, NUS. researches the political economy of China. Co-editor @journal_pad Tweets in personal capacity.
Totutoughs @totutoughs56936
28 Followers 2K Following
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Jim Bianco @biancoresearch
395K 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
Live Monitor @amlivemon
43K Followers 514 Following Political machinations, Geopolitics concerning Europe & transatlantic relations. Often political economics rants. Eurodollar and US foreign policy explainer.
Rudy Havenstein, Seni.. @RudyHavenstein
111K 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
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
Luke Gromen @LukeGromen
251K 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.
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
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
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Velina Tchakarova @vtchakarova
155K Followers 7K Following Geopolitical Strategist| Chief Strategic Foreseer | I coined #Dragonbear |#geopolitics |#GlobalSystem | #realpolitik | #foresight | #trends | #risks | #RWRI
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
Adam Taggart @menlobear
79K Followers 166 Following Founder & host of Thoughtful Money Media inquires: [email protected]
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.
David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Jason Lowery @JasonPLowery
113K Followers 86 Following US Space Force Astronautical Engineer | US National Defense Fellow | MIT '23 | Striving to Preserve American Superiority in Space & Cyberspace
James Sanchez @cottenstill
96 Followers 166 Following
🔥Kelly @Lit_Linguist
6K Followers 6K Following She was rite ab everything.NY proud 24/7/365 VoteBlue for fragile democracy our kids deserveProsecute traitors #RoeRoeRoeYourVote
Uri Berliner @uberliner
30K Followers 542 Following Dad, husband, 3 dogs, 1 kid, an infinity of basketball: edits tech, incubates podcasts, and covers the Unseen Economy for @NPRNews.
Dan Pfeiffer @danpfeiffer
673K Followers 4K Following Co-host Pod Save America, Author of Message Box, a newsletter about political strategy, Former Obama Senior Advisor, books, and other stuff.
James Lucas @JamesLucasIT
349K Followers 9K Following Beauty is truth, truth beauty; that is all ye know on earth, and all ye need to know.
Game of Trades @GameofTrades_
194K Followers 582 Following Data-driven Investment Research | Follow to learn about #markets & the global #economy | Get your free 7-day trial at https://t.co/ij9EDOXEgD
Ian Ellis @ianellisjones
33K Followers 972 Following Founder ✈︎ IEJ Media ⚡︎ I write about & try to make sense of what matters most ⚡︎ Puncturing false narratives of adversaries ⚡︎ ex @goldmansachs ⚡︎ Newsletter ⇩
Forward Guidance @ForwardGuidance
14K Followers 64 Following Macro Investing podcast. Taking viewers into the beating heart of the Global Financial Machine. hosted by @JackFarley96 on @Blockworks_
WarTranslated (Dmitri.. @wartranslated
583K Followers 802 Following 🇪🇪 Estonian-born blogger | https://t.co/9xI5FOCv5u | DMs open for submissions and comments
Kashyap Sriram @kashyap286
13K Followers 504 Following Trader/Analyst | Ex - AAO Research, Independent Speculator, The Dollar Vigilante, Value Research Online. Gold, shipping, energy, crypto, tech. MBA - IIT Madras
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
Dwarkesh Patel @dwarkesh_sp
55K Followers 700 Following Being pretrained Host of Dwarkesh Podcast https://t.co/3SXlu7fy6N https://t.co/rEhnfYywXY https://t.co/hQfIWdM1Un
Pat Fuller Democracy .. @bannerite
99K Followers 78K Following #EqualityAndEquity4All #AntiRacist #ACLU Retired counselor #wtpBLUE #GoodTrouble #SlavaUkraini #BidenHarris24 🟦#Boomer4Biden
KHALIFA 1 @Khalifa_477
102 Followers 300 Following Rest In Peace Grandma. 🕊 16th May 2022🤍🕊. I promise to make ya proud ma ! 🤲🏻 funded trader😍
6529 @punk6529
477K Followers 4K Following https://t.co/RIvGdr2i6K https://t.co/n653QeRaB3 https://t.co/0EOOwrBnNN https://t.co/MSweZh1hYI https://t.co/Id0QtW0yE9
Jake Tiley @justtradin
4K Followers 5K Following To leverage cutting-edge XR (Extended Reality), VR (Virtual Reality), AI technologies, and Quantum to empower investors, traders and financial institutions
Andrew Haynes @AndrewJWHaynes
4K Followers 587 Following Energy & Infrastructure; Principled Conservative; Canadian Abroad; Retweets = Interesting/Not Endorsements; Likes = Interesting; Views are Personal
Meet Kevin😇 @realMeetKevin
342K Followers 156 Following Dad of 7/Husband Youtuber 1.9m Subs; CEO of HouseHack CEO of SuitHack Licenses: Securities 65, 63, 14, 24, 27, 7, & Real Estate Agent/Broker N694PP is my Plane
Ana Swanson @AnaSwanson
23K Followers 2K Following I write about trade and international economics for the New York Times, formerly WaPo. 'A special kind of nerd'
Ernie Tedeschi @ernietedeschi
30K Followers 2K Following Personal account. Director of Economics at @The_Budget_Lab. Former Chief Economist at @WhiteHouseCEA; Evercore ISI; @USTreasury; @UpshotNYT.
Brian Roemmele @BrianRoemmele
270K Followers 31K Following we can only see what we think is possible...
Imtiaz Mahmood @ImtiazMadmood
235K Followers 7K Following Outspoken atheist, anti-theist, freethinker, an unapologetic and staunch heretic. I refuse NOT to mock all religions.
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
Panelist Eric ♜ @yaneznaiu1
237 Followers 358 Following Of all the things that I have lost, I miss glasnost. Head General Director of SovTwitInfoProm. My tweets don't represent the views of your employer.
Nick G. @nickgiva1
22K Followers 229 Following JPM, Salomon, HF principal, bond trader. Co-host at @2graybeards since 2023. Running https://t.co/cgOYR5cb3Q since 2015 and https://t.co/heHmeYg9yr since 2018.
MaggieMay 🇨🇦�.. @CailinasEirinn
24K Followers 9K Following 🇨🇦Liberal. Writer; lover of literature. Nominated for the Pushcart Prize. Grateful settler residing on Snuneymuxw First Nations land. Social justice for all.
bob gonzales @BobgonzaleBob
2K Followers 155 Following Sports, Finance & Global Issues of Interest to me; FO, Tweets not recommendations, RT's not endorsements, Views are my own.
Nicholas S. Kass @NicholasSKass
408 Followers 214 Following Sr. Fellow, Ctr for the National Interest; former US diplomat, White House/National Security Council, Intelligence official; Nawaf Salameh Family Office
Raiders Beat @RaidersBeat
82K Followers 99 Following https://t.co/7tO240vhkl ~ 🇺🇸 ~ Las Vegas Raiders News, Rumors, Opinion, Analysis ~ PFWA ~ Inquiries: [email protected]
SYED M FAWAD SHER @fawadsher
3K Followers 4K Following 🇵🇰 Ambassador & PR @ParepOIC Jeddah. Served in Tehran, Washington, New Delhi, New York & Paris.
DB=No Bull @Flash430
3K Followers 400 Following Semi-ret., 37+yrs running Inv Mgmt/HF/Prop, consult Tier 1 funds, Top 1% alpha generator, Not Invest Advice, Imperial College M.Eng, Titanic=FED/Yellen steering
Karl Nabisco @KarlNabisco
440 Followers 1K Following
Kaja Kallas @kajakallas
277K Followers 489 Following Eesti Vabariigi peaminister, Prime Minister of Estonia 🇪🇪
Europe Elects @EuropeElects
166K Followers 137 Following 📊🗺🗳 Poll aggregation and election analysis in Europe #EP2024 ✊ Support us: https://t.co/AYykt41zpV| https://t.co/VOfgeRc4DH
Rhodium Group @rhodium_group
13K Followers 1K Following Rhodium Group is an independent research provider, combining policy expertise and data-driven analysis to help decision-makers navigate global challenges.
Bill Bishop @niubi
195K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
Tina Fordham @TinaFordham1
4K Followers 1K Following Geopolitical Strategist & Founder, Fordham Global Foresight @Forbes contributor Alum @Citi @UNHLP @EurasiaGroup @ColumbiaSIPA
ORF @orfonline
141K Followers 158 Following Non–partisan, independent analyses on security, strategy, economy, development, energy and global governance.
Francois Trahan, M²S.. @FrancoisTrahan
10K Followers 116 Following Founder of the @macroinstitute and Trahan Macro Research. Publishing sell-side research for 25+ years.
Althea Spinozzi @Altheaspinozzi
15K Followers 602 Following AKA "The Bond Girl", Head of Fixed Income Strategy @SaxoBank Alumni @Northeastern and @LSE
Dylan @kuz852
48 Followers 341 Following
On The Margin @OnTheMarginPod
4K Followers 10 Following Hear the greatest minds in finance discuss how ideas that were once on the margin are now becoming mainstream. Hosted by @MikeIppolito_ | Built by @Blockworks_
MicroSectors @msectors
9K Followers 842 Following Providing 3X/-3X exposure to the names you know in the sectors you follow. Brought to you by @rexshares | Important disclosure: https://t.co/zjZNDjoR24
SpaceWeatherNews @SunWeatherMan
64K Followers 29 Following Ben Davidson, Founder of SpaceWeatherNews, Suspicious0bservers, Observer Ranch
Contrarian Investors @lincolnsamelson
7K Followers 2K Following Commodities || Global Macro || Precious Metals The internets biggest commodity bull 🐂 Not trading advice or offer to sell securities or advisory services
David. Bidenomics is .. @David32375134
2K Followers 97 Following You do not want to follow me. I AM NOT SERIOUS. Don't do it.
JC Estrad @norriegche07
173 Followers 277 Following Newton allegedly said that he could “calculate the motions of the heavenly bodies, but not the madness of people.”Two key confirmations in this clip: 1) The criminals who seized Hamilton Hall at Columbia were outside agitators, not students. 2) Approximately 300 were arrested at Columbia University overnight, the majority of whom are not students. People do not yet realize just how much…
"“China is responsible for one-third of global production but one-tenth of global demand, so there’s a clear mismatch,” US secretary of state Antony Blinken said in Beijing last week" I sort of like it when the US government echoes some of the key themes of my work! 1/
@KobeissiLetter x.com/RealEJAntoni/s…
Holy $#!*... The quarterly census of employment and wages shows a DROP of 192k private sector jobs in Q3 last year after BLS said nonfarm payrolls rose 640k over that same time! Note that unlike the monthly job estimates, the quarterly census covers more than 95% of US jobs:
This is incredible: The US economy LOST 192,000 jobs in Q3 2023, according to the BED report released by the BLS last week. BED data tracks quarterly changes in employment at all private businesses in the US economy. Meanwhile, US nonfarm payrolls data showed that the US labor…
China has leveraged its "no limits" partnership Russia, which supplanted Saudi Arabia as China's largest petroleum exporter & Turkmenistan as China’s largest gas exporter, to secure a reliable, cheap and quick flow of energy & food, while helping to prop up Moscow's war economy.
Worth watching closely. #China is buying up gold and other resources at a rapid rate. This has prompted some analysts to speculate Beijing is preparing for the "nuclear option" of devaluating its currency. newsweek.com/china-may-prep…
The fate of the US long end will drive nearly every financial asset and with the Fed/Treasury put struck well below today's levels, it's not looking good ahead. Since the US 10yr started rising sharply to start the quarter, nearly all other assets have been driven by its move.
Anyone who read the latest Fed Beige Book and saw the ‘trading down’ effect would have known full well that Starbucks was going to miss. Sales fell -4% YoY in the first coffee drop since 2020. Early recession sign when households start brewing their own.
As the Federal Reserve ponders the recent acceleration in service sector inflation and the fear they had that a floor would form under the inflation in the service sector, a stark reality jumped off the pages of what is known as they employment cost index that was released…
1/8 Good FT article on China's intractably unbalanced economy: "China’s seeming reluctance to rebalance its economy is one of the great challenges facing global financial systems, threatening to worsen Beijing’s trade and diplomatic relations." ft.com/content/35471c… via @FT
Competing views on China's April factory PMI. Does the recovery have legs or is it losing steam? Bottomline from @ChinaBeigeBook: After a strong Q1 the big question was whether the economy could sustain momentum. April shows China’s growth prospects are already losing altitude.
Our view is that despite the spin, many sectors of the US economy are riddled with monopolies and oligopolies. The net result is that reducing #inflation is a LOT harder here than in the Eurozone. Coca-Cola's results just highlight the problem.
If I hear one more ad from Verizon about "blisteringly fast speeds", I'll throw up! As usual when it comes to the monopolistic behemoths that dominate US telecoms market they are long on spin, far too high on price and fall short on reality.
Another sign higher for longer is back: According to the New York Fed, wage inflation is sticky around 5%. This is more than double the Fed's long-term 2% target that they continue to stand by. Needless to say, 5% wage inflation should not come as a surprise after the latest…
US has a massive income mismatch problem. Take away govt xfers (which Uncle Sam is doing) what's left is so little private income that something has to give. I don't think people realize just how bad this is. It's all been covered up by govt "aid." youtu.be/nUP5SjY_o3U
Jim Bianco @biancoresearch joins me on episode 165 to discuss the macro picture, stickier inflation, his outlook for the Fed's interest rate policy, his call for 5 to 5.5% on the 10-year Treasury, and why the Bitcoin ETF is a bad idea. youtu.be/7TSwCA5Sca4?si…
The Chicago PMI extended the long list of recessionary data as far as industrial activity is concerned. When the components are reweighted to the national index, this reveals a huge decline in the ISM to its lowest figure since April 2020.
Real personal income excluding government transfer payments is the best proxy for the private sector’s ability to generate real income. In the pre-pandemic expansion, real personal income ex. government transfer payments increased at a 2.9% annualized pace. Higher inflation and…
Worsening income prospects and falling behind relative to long-run estimates is a contributing factor to lower confidence, falling birth rates and increased societal tension. Private sector real income is roughly $947 billion below the pre-pandemic trendline. 2/2
People said Gaza would drive a wedge between Israel and Saudi Arabia. I said it would bring them closer against Iran.
Breaking: Saudi Arabia to normalize relations with Israel, unsure when to formalize, foreign diplomat says haaretz.com/middle-east-ne….
A great global macro exchange between Ed D'Agostino and my brilliant research and trading partner Nick Glinsman
I catch up with the incomparable @nglinsman this week. We discuss building a barbell portfolio, oil, gold, stocks, and the Fed vs. the ECB. Nick is a true master at macro - I thoroughly enjoyed the discussion. Here it is 👇 youtu.be/weDoUYx9bpQ
No investigative reporter has revealed to the public the role of salaried agitators in spreading Hamas propaganda across the US: they come with PLO flags, posters and "get things started". Who pays / Tax-Exempt foundations
Trends for United States
You might like
