your hero @MacroDexter
Goblin mode Joined March 2022-
Tweets27
-
Followers60
-
Following212
-
Likes209
Day 12 Trump just lobbed a grenade at the Fed. He’s asking SCOTUS to stay the injunction and boot Lisa Cook. If Roberts gives the nod, it’s game over for even the pretense of Fed independence. Markets won’t wait to pass judgment—term premia explode, the front-end wobbles under…
Day 11 Scenario #2 from day 10 played out as expected and was profitable. Cross assets looked to be concerned over the new SEP projections. Built a G4 2026 policy matrix: key risk is the Fed cutting less than markets expect. Watching the curve’s rate-of-change—front-end…
Day 11 Scenario #2 from day 10 played out as expected and was profitable. Cross assets looked to be concerned over the new SEP projections. Built a G4 2026 policy matrix: key risk is the Fed cutting less than markets expect. Watching the curve’s rate-of-change—front-end… https://t.co/6Cafiortam
Day 10 FOMC Playbook Tomorrow’s Fulcrum Is the Dots Core framing: Does the Fed pencil in 75bps cuts in ’25 or not? That binary dictates everything. The “pain trade” remains higher front-end yields → risk puke → September shock → setup for a V-shaped reversal. Positioning…
Day 9 Started a new book. Goldman: 100bps labor cost cut = +70bps S&P EPS, +150bps Russell 2k. A cooling labor market slows wage growth → margin expansion, an earnings tailwind in an environment where corporate profits are already stable. Further labor deterioration could…
Day 3 Macro & Fed Watch Preliminary annual revisions of -911k raise the odds of a @NickTimiraos piece teeing up a 50 bps cut. Easing into ~7% aggregate earnings growth and strong margins is typically a tailwind for equities, suggesting policy could drive equities higher even…
Labs sniped every token this bull. Absolutely unstoppable. 🧪🧪🔥📈 $ZEREBRO $ARIE $CHILLGUY $ADHD
This is all men want.
Rule 10: in bitcoin, scaling is done in layers. As a collective, Anon Labs acquired @BitcoinShrooms #37, Inscription #XYZ – better known as "The Lightning" Shroom ⚡️. Up early, Up often, Up only. Anon Labs 🧪⚡️
Anon Labs Flagship Club🧪 February 15th 11pm UTC (6pm NYC Time) Mint Price - 0.05 ETH Max 2 mints per wallet. Total Supply - 444. 400 for sale. 44 for Treasury. Be early. Link to be posted on Twitter before mint.
Anon Labs x @0n1Force Allocation for the Lab 🧪 Secured 🔒
$200 (.07 Eth) -> $50k (21 Eth) The Lab stays cooking 🧪 $TYBG
Are you interested in exploring the world of BTC Ordinals and digital artifacts, but don't know what projects are out there and which projects are still allocating? There's resources for that! See linked sheet below and @ordinalhub. Happy hunting! docs.google.com/spreadsheets/d…
This is a great 10-minute read that applies to macro and trading. The simplest thesis is often best (e.g., Fed tightening = dollar 🚀 stocks⬇️). When you embrace the simple hypothesis you can focus on the hard stuff: tactics, execution, risk management. philo.substack.com/p/the-midwit-t…
10 books that will fast-track your learning journey in global macro. A thread. 1/

NormaWebb @ZMxDdXOZamF48oh
10 Followers 722 Following
Niwu @Niwu312
1 Followers 176 Following
PriceActionX🇺🇸 @Cawcex7865333
52 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ADELEI Trader @AdeIeians
53 Followers 3K Following 🇲🇽| Mex I can🐻 | Day trader 📈| Futures $ESF, $NQ_F $GCF 🚀IRolling Stocks 🎯I Scalper 🐃|Trade sharp 🤖| Algorithmc Trading 👑 | Dictum Meum #TRMX
Pifaul @Pifaul982516
15 Followers 2K Following
Irbapau @Irbapau7555401
22 Followers 2K Following
Marcelle Leannon @MLeannon18815
15 Followers 2K Following
Linda Racshke @LindaRscshke
109 Followers 1K Following Private Trader, lifelong student of markets, retired top performing hedge fund manager, featured in New Market Wizards
Noelle Acheson @noelle1nmadrid
203 Followers 2K Following Crypto is Macro Now newsletter on S-bst-ck || former MD of Research at CoinDesk, Head of Market Insights at Genesis Trading || never investment advice!
IrmaSmedley @KdfS2znM2t5xN6
64 Followers 7K Following
NydiaHugh @Hl1Hu0h4VzCj5
73 Followers 7K Following
BettyHaggai @mE5L3qx4o7sluKG
63 Followers 7K Following
Sheldon Sniper @Shelddon__Snper
199 Followers 5K Following YouTuber , Crypto , Motivation , TCO https://t.co/m2BpCZN0PA No Financial Advice
Youthful @kawaharama45300
84 Followers 7K Following
Emeline @mushiakema85400
86 Followers 7K Following
Liwhi @LiwhiJ4h
40 Followers 4K Following
Setesth @SetesthCDq
37 Followers 4K Following
Smethiez @SmethiezvYtk__
68 Followers 7K Following
Dathosoy @Dathosoy5mmbW4
55 Followers 5K Following
Smerrest @Smerrestdt2
56 Followers 5K Following
Danielle @hanakadase5133
79 Followers 7K Following
KamaChaucer KamaChauc... @L6kfzk24sR0w4H7
61 Followers 7K Following
Diane @wF7jgvhZtc91g
79 Followers 7K Following
Strawberry @kontahinak1650
73 Followers 7K Following
Sneackarsh @Sneackarshu3tU
81 Followers 7K Following
MelissaWells @yu25SrD3fIGsji3
77 Followers 7K Following
Nicky @misoraikuk52030
98 Followers 7K Following
Theani @TheaniADtAp
11 Followers 1K Following
PandoraHazlitt @NtDR6026dAc0xd
25 Followers 3K Following
OdeletteBlume @goy2I3am6eQhaeu
20 Followers 2K Following
Trina @TevL276D10WYTR
79 Followers 7K Following
SalomeTaylor @4H41BTy1OV1xq1g
21 Followers 2K Following
YvetteBertie @R7bW79880h4XFR6
37 Followers 4K Following
Sheegud @sheegud4111
93 Followers 7K Following
MamieBoyle @2419GgeMrsw2RJ
34 Followers 5K Following
Joseph Wang @FedGuy1222
37 Followers 949 Following Subscribe at https://t.co/EZhMdaRwZi for latest thoughts and analysis. YouTube: https://t.co/5rovsOCJHF @fedguy.com
Wherreigh @wherreigh70097
108 Followers 7K Following
JoSmedley @L2H9Ql9043214s
63 Followers 7K Following
Melville @Seshaez124402
123 Followers 3K Following
Cactus @CactusRick03
29 Followers 118 Following
Clifford Asness @CliffordAsness
155K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
0xFaust @0xFaust12
4K Followers 402 Following "There is no such joy in the tavern as upon the road thereto."
VKMacro @VKMacro
5K Followers 2K Following
John Ʌ Konrad V @johnkonrad
77K Followers 3K Following CEO @gCaptain | US Merchant Marine Ship Captain | Author: Fire on the Horizon | Shipbuilder | Blacklisted by Wikipedia | K5HIP 🇺🇸
Just Another Pod Guy @TMTLongShort
21K Followers 8K Following Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Long/Short Tech Investor. Will say retarded shit often. Deeply unserious person. 🫡
Art Berman @aeberman12
44K Followers 197 Following I am a geologist and writer doing energy-related work. Energy is the economy so that covers economics, environment, geopolitics , ecology & human behavior
John Davi @AstoriaAdvisors
2K Followers 509 Following $2.5 bln Asset Manager focusing on Macro & Quantitative PM. $ROE (Equal Weight Quality), $GQQQ (Quality Growth), $PPI (Real Assets), $AGGA (Dynamic Core Bond).
themacrotourist @themacrotourist
2K Followers 2 Following The MacroTourist premium feed for subscribers of newsletter. Visit https://t.co/Qexgd4ihPh to learn about the 'tourist. Honour system. Pls only follow if paid sub .
Noelle Acheson @NoelleInMadrid
18K Followers 2K Following Crypto is Macro Now newsletter || former MD of Research at CoinDesk, Head of Market Insights at Genesis Trading || never investment advice!
David Stubbs @DrDavidStubbs
280 Followers 435 Following Chief Investment Strategist at @AlphaCorewealth. Ex. Blackstone, JPM, U.N and U. K.'s DFID. I write about economics and investing. All views my own.
Michael Every @TheMichaelEvery
18K Followers 997 Following London, Bratislava, Moscow, Sydney, Bangkok, Hong Kong, Haifa, Singapore,… Luton
Anna Wong @AnnaEconomist
67K Followers 290 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics @UCberkeley. All opinions are my own.
Conks @conksresearch
149K Followers 2K Following Male. Pleb. STIR, funding markets, & monetary mechanics. Subscribe at https://t.co/64AbekNnke for serious works. Pro: https://t.co/c2MEtB8p2C. Merch: https://t.co/e2tFBCkQCa
Derivatives Don @DerivativesDon
13K Followers 185 Following
Marko Kolanovic @markoinny
50K Followers 187 Following Former Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
0xAG 🧪 @0xagsol
564 Followers 407 Following
Weston Nakamura @acrossthespread
41K Followers 2K Following Founder, Across The Spread. 🌏markets analysis via 🇯🇵/Asia lens. Former derivatives trader @ Goldman & Jefferies + original content @ RealVision & Blockworks
Jediwolf @randomcdog
10K Followers 846 Following Art is love 🫶🏻 overeXposed and UnderTheGAN collections https://t.co/FuoXIX9jj8 https://t.co/JxRgIAVkTx The Doomed DAO @thedoomedxyz
Peter Borish @pborish
8K Followers 97 Following President Computer Trading Corp. Partner Torsiontech, a NG HF. Proud Michigan Alum. Former partner at Tudor Board of Robin Hood Foundation @robinhoodnyc.
Tendeeno @Tendeeno_
3K Followers 190 Following designed a bunch of defi apps. now a semi-retired shitposter occasionally contributing to Llama projects when ngmi calls
MegaMind @usemegamind
18 Followers 19 Following
Little Massive @LittleMassive
2K Followers 17 Following Create new worlds with us. We consult/design/buidl in web3 & beyond.
mega (🎭,🦐) @gorilla_devs
110 Followers 1K Following
Alex @alexthepengu
5K Followers 1K Following
Goltra @Goltra
39K Followers 4K Following Crypto Operator & Accumulator ║ CEO @MorphLayer 🐨 ║ Sometimes Angel/Advisor via @SoothsayerCo 👁 ║ #CryptoPH 🇵🇭 ║ Bitcoin 2013, Ethereum 2015
rektdiomedes @rektdiomedes
102K Followers 5K Following Crypto, macro, thumos. @thedailydegenhq publisher. $SYRUP evangelist. $MNT stacker. Threads in Highlights tab.
Eli Scheinman @eli_schein
16K Followers 3K Following Loading … // Personal collection: https://t.co/7cCw6kIbx9. Senior Advisor @artbasel.
Bjarne Knausgard @BjarneKnausgard
410 Followers 93 Following Comedy, like sodomy, is an unnatural act. I hate people I don’t like.
Luca @luca_tomescu
2K Followers 421 Following Building the supplement stack for psychedelic experiences 🍄
totty.eth 🍌 @totdgbtagb
8K Followers 4K Following year 3 of daily art (glitch, dither, distortion) | ex-{@Meta, @MIT} | bottom text
MIKE (burtonair) @mikewunyc
2K Followers 769 Following President, Bandwidth Productions // ex NBC, NHL, Disney // PFP ACK // banner @williamapan
Stay Vigilant @ExcellRichard
3K Followers 913 Following 30 years as global prop & HF PM, current finance professor. Stay Vigilant Substack, CME's Excell with Options, Investment Exchange Forum podcast, daily LI chart
Oraclum Capital (ORCA... @OraclumCapital
3K Followers 300 Following A former data science company that predicted Brexit and Trump in 2016, and Biden in 2020. Now a hedge fund, using the same method to trade weekly options (📈⬇️)
Steve Hou @stevehou0
34K Followers 3K Following Quant Research @Bloomberg, opinions my own. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya).
Maverick Equity Resea... @Maverick_Equity
9K Followers 911 Following Independent Investment Researcher & Investor: stocks, bonds & more 🇺🇸🇨🇭🇪🇺🇨🇦 Risk management & hedging. No hype and no advice. A Roger Federer fan ...
The Spread Thread @SpreadThread1
20K Followers 483 Following Former head of credit strategy | Investor/Trader | Add your email at https://t.co/XTLs3jKi6C to receive our research to your inbox for no charge
Absolute Strategy Res... @asr_london
5K Followers 34 Following Europe’s leading independent investment strategy and economics research provider. Including: Global equity strategy, Economics, Multi-asset, and Climate Macro.
Dom White @DomWh1te
7K Followers 1K Following Chief economist at Absolute Strategy Research in London. But on here I speak my own nonsense.
Ian Harnett @IanRHarnett
21K Followers 467 Following Veteran macro strategist - Co-founder Absolute Strategy Research - All views are my own and not those of ASR. RT does not mean endorsement
Ed Clissold @edclissold
19K Followers 888 Following Chief U.S. Strategist for Ned Davis Research (NDR). The truth resists simplicity so let's debate in 280 characters. Charts over text. rt ≠ endorsements.