Douglas @MMTmacrotrader

Macro Trading, Flow Following, Deep Learning Model Building. CEO Modern Macro Technologies https://t.co/JlkCFHwW8S appliedmmt.com Joined March 2016

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Douglas @MMTmacrotrader

2 days ago

~$120B tax drain over 2 weeks, RRP empty, liquidity signaling tight and a possible govt shutdown. October shaping up to be a very volatile month. Keep an eye on the flows!

Ben Kizemchuk @BenKizemchuk

4 days ago

~$120B tax drain over 2 weeks, RRP empty, liquidity signaling tight and a possible govt shutdown. October shaping up to be a very volatile month. Keep an eye on the flows! https://t.co/yvIFdrnZTU

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Douglas @MMTmacrotrader

2 weeks ago

Going Live 🔴 at 5:00 pm et Discussing the impact of todays rate cuts and the implication on markets heading into next year. tldr: its not inflation risk, its a market crash risk. 🔗👇

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If today does not mark a major reversal in the dollar then we are cooked. The dollar should rally here, under "normal" circumstances. A failure to rally means the rest of the world no longer cares to export to the U.S. In real terms, this is devastating for the America. To be…

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Douglas @MMTmacrotrader

2 weeks ago

Rate cuts, at this point in the cycle, just pull forward so many of the systemic risks that have been brewing underneath the surface for the past 5 years or so. The impact of higher interest income on both the macro economy and portfolios can not be understated.

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Relearning Economics @RelearningEcon

2 weeks ago

📌 Bitcoin's price isn't driven by "Fed liquidity." It's fiscal flows. A thread, based on @MMTmacrotrader's work. 🧵1/14

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Dr. Steve Keen @ProfSteveKeen

2 weeks ago

Using MMT to Forecast Bitcoin [with data science] youtu.be/CPikXZPBLdw?si… via @YouTube

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Douglas @MMTmacrotrader

2 weeks ago

Retail sales booming and being carried by the top 10% of income earners. Keep telling yourself higher rates & the accompanying interest income don't impact growth because of MPC and the data will continue to prove your wrong.

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Douglas @MMTmacrotrader

3 weeks ago

While the headline August deficit number may be getting attention, what matters more is how much deficits are growing YoY, and the reality is they're not, they're shrinking. Add to that inflation rising and were seeing real deficit spending collapse.

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Douglas @MMTmacrotrader

3 weeks ago

This is HUGE! We'll likely know the fate of the macro economy by November. To summarize why: Tariffs are destroying private sector wealth, nearly $30B monthly and growing. Because of the tariffs, we are currently seeing fiscal deficits decelerate just like they did before 2000,…

The Kobeissi Letter @KobeissiLetter

3 weeks ago

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Douglas @MMTmacrotrader

3 weeks ago

Doesn't the NFP revision lower just mean we were more productive than originally realized? Maybe we really are seeing that big AI boost in productivity.

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Douglas @MMTmacrotrader

3 weeks ago

Since rates are dropping here's a Treasury Yields 101 primer: The Fed/Treasury are the monopoly price setter of rates and we have their playbook for how they set them. So when rates fall, its telling us that the market is indifferent between holding reserves or treasuries at…

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Douglas @MMTmacrotrader

4 weeks ago

DeepMMT does it again. 2 + years of pinpoint accuracy. 🎯 Put your politics aside, what MMT does for traders/investors is give you the proper framework for analysis of the core driver of asset prices: flows. Accurate forecasting begins with understanding flows & their impact.

Douglas @MMTmacrotrader

5 months ago

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Douglas @MMTmacrotrader

4 weeks ago

Got another imposter out there.

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Douglas @MMTmacrotrader

4 weeks ago

I'm old enough to remember when the GOP was the party for lower taxes. They're now celebrating one of the largest tax increase in history. Crazy how times have changed.

GOP @GOP

4 weeks ago

I'm old enough to remember when the GOP was the party for lower taxes. They're now celebrating one of the largest tax increase in history. Crazy how times have changed.

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Douglas @MMTmacrotrader

4 weeks ago

Literally the fate of the US economy in the hands of the SCOTUS. Trump Wins and this cycle tops sometime in 2026 and SHTF. Trump loses and this bull run likely has legs for years to come.

Ben Kizemchuk @BenKizemchuk

4 weeks ago

Literally the fate of the US economy in the hands of the SCOTUS. Trump Wins and this cycle tops sometime in 2026 and SHTF. Trump loses and this bull run likely has legs for years to come.

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Douglas @MMTmacrotrader

4 weeks ago

Initial claims slightly above expectations, however no sign of a deteriorating business cycle. If initial claims were rising with bank credit falling, that'd be bad. But initial claims trending sideways while bank credit is rising, that means we're fine for now.