MacroStrategy Partnership @MacrostrategyP
Cutting-edge independent research on global macro and markets. Including areas such as derivatives, commodities, equities & fixed income. macrostrategy.co.uk London Joined August 2022-
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***** Rev Repo boosted by Qrt end window dressing... U.S. Money supply - (bank deposits + retail money market funds + currency in circulation) - rose a 3-month annualised 3.0% - (1 month annualised 0.95%). It was up USD174.9bn, made up of base money down USD54.0bn and commercial…
***** Germany will likely bailout France... Socialist MP Arthur Delaporte said he choked reading Lecornu’s interview. “I don’t see what changes in what Sebastian Lecornu is promising compared to what Francois Bayrou wanted to do”. “I see nothing but emptiness and a slope towards…
Why are UK energy prices so high? @KathrynPorter26 breaks down the hidden costs and “dumb” policy choices behind it 👇
***** Gold, Gold, Gold! Gold made new highs, again....and many new voices are highlighting that the traditional portfolio composition of 60 (equities) 40 (bonds) is being challenged. For the first time in decades, gold is being considered a legitimate investment. Although…
“Net Zero Must Go.” Join us tonight for a compelling discussion with independent energy expert and consultant @KathrynPorter26, founder of Watt-Logic, as she breaks down the risks and realities of net zero policies and why some approaches may need rethinking. Watch the full…
Net Zero is a dangerous ideological obsession which doesn't stop climate change but makes us poorer and less safe. That's not an opinion, it's an increasingly-recognised fact. Watch this fantastic interview with @KathrynPorter26
Net Zero is a dangerous ideological obsession which doesn't stop climate change but makes us poorer and less safe. That's not an opinion, it's an increasingly-recognised fact. Watch this fantastic interview with @KathrynPorter26
***** Rates and Big Tech... Tech, or long duration risk assets, 'moonshots' or 'story stocks' love disinflationary periods, where the US economy is in a sustained expansion, yields trend down and the dollar trends up. In short, they love a Zone 3 disinflationary boom. They also…
Honest, fact-based, open dialogue is what this country was built on and President Trump is welcoming it. For far too long, there has been a cancel culture around the climate conversation—this administration is putting an end to that.
UK ferro-titanium production operator TiVac Alloys has shut down production and scrap processing in Sheffield, and entered voluntary liquidation because its cost position in the UK was no longer tenable owing to high electricity costs. Net Zero energy prices are killing our…
Live by the sword, die by the sword @RachelReevesMP. Anyone remember when she legislated for @OBR_UK to do extra forecasts? Bloomberg: Reeves faces OBR fight over her plan to scrap the UK’s spring forecast bloomberg.com/news/articles/…
WATCH: Secretary of Energy Chris Wright fact checks New York Times reporter David Gelles over his claim that the oil and gas industry gets subsidies:
The idea that oil and gas receive disproportionately large subsidies is one of the most destructive lies told by the anti-fossil-fuel movement. Good for @SecretaryWright to set the record straight.
The idea that oil and gas receive disproportionately large subsidies is one of the most destructive lies told by the anti-fossil-fuel movement. Good for @SecretaryWright to set the record straight.
***** Tech Data centers.....the absurdity of it.. Sam Altman’s OpenAI has announced commitments equal to 17 nuclear plants or about 9 Hoover Dams to power the planned 17-gigawatt data centres with Oracle, Nvidia and Softbank. That is equivalent to the electricity demand from…
We need to talk about these valuation vs fwd returns charts. They look great, but the fit is a deception caused by a shared endpoint, base effect. All the chart is really saying is that if prices fall first, measured returns from that new base are higher. No duh. The trick is…
We need to talk about these valuation vs fwd returns charts. They look great, but the fit is a deception caused by a shared endpoint, base effect. All the chart is really saying is that if prices fall first, measured returns from that new base are higher. No duh. The trick is…
Goldman's head of Delta One slams Nvidia's increasingly grotesque vendor financing circle jerk "... definitely not old enough to have been around trading during the tech bubble and let’s level set, multiples are now where near that point in time. That said, vendor financing was…
Goldman's head of Delta One slams Nvidia's increasingly grotesque vendor financing circle jerk "... definitely not old enough to have been around trading during the tech bubble and let’s level set, multiples are now where near that point in time. That said, vendor financing was…
Paper Alfa @paper_alfa
11K Followers 1K Following Global Macro Investor / Inst-HF. 2 decades and counting Creator of Paper Alfa - Macro & More. Life-long learner. My views only. No investment advice.
Santiago Capital @SantiagoAuFund
316K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
Sam Lawhon @lawhon_sam
21K Followers 741 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Darren Sissons @KiwiPMI
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PiQ @PiQSuite
126K Followers 7K Following News | Insight | Opinion • 24/7 Breaking News → @PiQNewswire • Our App → https://t.co/VmD0voJnlH • A Better Way To Trade With @PepperstoneFX → https://t.co/tZJHixSi2F
Marscat @etiennedemarsac
7K Followers 1K Following 20 Years of Macro Fund Management // Headed the 8 bn Liquidity Buffer @EIB // Head of Rates // Central Banks // Kitesurf // Proud Father // Kitty’s Squad.
Jo Cole @cole_jo9318
11 Followers 1K Following
Barry Ritholtz (FREE ... @ritholtxz
12 Followers 444 Following Chair/CIO of RWM https://t.co/KJRvmZOIs0 Masters-in-Business podcast/radio host Director of Cognitive Dissonance
SusanMcDonald @v91Ggd6bSvZNl4y
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Marco Canone @MaCan12323
67 Followers 235 Following
Emiliano Hand @EmilianoHa40367
68 Followers 2K Following
Theodora Strosin @TStrosin20936
103 Followers 4K Following
Nice Crusty Bread @nicecrustybread
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Druvir @Druvir15713
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Erboral @Erboral0909806
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R. Patrick Kent @RPKent
497 Followers 497 Following Portfolio Manager, Hedgeye Asset Management | Co-Founder & Pres, Biophysical Economics Inst | 25+ years Investment Experience | CFA, CMT | Bass Player & BJJ
Jack Liu @zl09158
94 Followers 3K Following
EudoraMaggie @FwsokW037PRT4D1
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Tammy @w_tammy28
265 Followers 3K Following
Rob Spear @Robbo1992x
45K Followers 23K Following High-culture & low-life, US/UK politics/history 👌🇺🇸🇬🇧🇮🇱 #MBGA #MAGA #ALAW Given up on Tories - #ReformVoter #DragonBeliever
Lorraine_Wiggin33 @Lorraine_Wiggin
1K Followers 1K Following Don’t hate me because of the lies someone else has told about me!!! Please don’t contact me unless you can video chat cos I’m sick of scammers.traveler ✈️
Gastro prilly @Gastroprilly
141 Followers 709 Following In pursuit of better financial understanding
Weizhi @Weizhi101
423 Followers 1K Following
GraceClement @9K2wKo9QbLg2T
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John Mead @meadjrm2
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Darran @DStuck3y
402 Followers 820 Following Low grade meme generator. I don't own Bitcoin but my dog does.
Derek Barbera @DB21977
175 Followers 446 Following
Alex @Alex_Paschim
668 Followers 4K Following Jai Gurkha and QOGLR. Strength & Honour. Destiny Is All. Arise, Riders of Théoden. Advance Britannia. Long Live the Cause of Freedom. God Save The King! 🇬🇧
Nathan McGarry @honisoit83
2 Followers 45 Following
Cece @CeceMonday
218 Followers 3K Following
Steve Dresser @dresserman
23K Followers 311 Following CEO @grocery_insight. Stores first, shelf edge to c-suite, better process & better execution. ReThink influencer. "The man supermarket CEO's turn to" (BBC).
Lucy Bassnett-McGuire @BassnettLucy
13 Followers 131 Following
Radium Chaser #CFH @RadiumChaser
2K Followers 3K Following Modern cynic. guitarist, surfer, father, wine drinker, cigar smoker
James Crawford @JamesCr94529301
38 Followers 128 Following
James N @nazdryv
11 Followers 248 Following
Catherine @Nooecie264
23 Followers 1K Following Compassion and care are my medicine, health is my mission.
Andrew Ward @AndrewLeeWard
166 Followers 210 Following Founder @scorchsoft 📈| AI Strategist & App Expert 👨💻| Author of 2x Business Books 📚| Tech Optimist 😆| Powerlifter💪| Mission to Make World Tech Enabled 🌍
Rock Art Screenprint @rockartscreen
930 Followers 2K Following Screen Printers based in Leicester, We Print - Point Of Sale, Site Warning Boards, Vinyl Cut Stickers, Vehicle Graphics and T Shirts.
Jungle Rock @JungleRockRes
188K Followers 3 Following Jungle Rock is a systematic investment research and technology company. It operates a fintech platform for all market participants. @JungleRockCap 🇰🇾🇺🇸🇬🇧
Paulo Macro @PauloMacro
172K Followers 322 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Le Shrub🌳 @agnostoxxx
136K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Paper Alfa @paper_alfa
11K Followers 1K Following Global Macro Investor / Inst-HF. 2 decades and counting Creator of Paper Alfa - Macro & More. Life-long learner. My views only. No investment advice.
Simon Ree @simon_ree
54K Followers 1K Following I trade setups, not opinions | 25yr career at Goldman & Citi | Trader | Speaker | Bestselling Author | Jeet Kune Do Instructor | Tweets not financial advice
Kuppy @hkuppy
163K Followers 2K Following CIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.
Gabriella Daisy 🌼 @RealAlphaWifey
44K Followers 110 Following Shaman 👸🏼✨🪄🌙 | Mamma 🐶👶🏻| Home Cook 👩🏼🍳
Alexander Stahel 🌻 @BurggrabenH
108K Followers 5K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)
Double Chin Capital @OffTheRunTrades
35K Followers 235 Following https://t.co/zNSJcljYhC https://t.co/tcWY177Ful https://t.co/SvAB9a2mCq https://t.co/r7XBT9R1qp
Santiago Capital @SantiagoAuFund
316K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
Josh Young @Josh_Young_1
116K Followers 2K Following Contrarian value investor Fmr Chairman of IronBridge, sold for C$142mm CIO, Bison Interests Author, Bison Insights See me on CNBC, etc Not advice. Caveat emptor
Sam Lawhon @lawhon_sam
21K Followers 741 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Lyn Alden @LynAldenContact
789K Followers 922 Following Founder of Lyn Alden Investment Strategy. Blended finance and engineering background. Author of Broken Money. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH.
Nassim Nicholas Taleb @nntaleb
1.1M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
Judah Rhodie @judahrhodie
11K Followers 738 Following Ex-HF CEO, ex-Primary Dealer CEO now born again Macro trader. FX, 🚢, energy and commods 🇬🇧🇺🇸 substack link : https://t.co/LR28DS2BzT
Tracy Shuchart (𝒞�... @chigrl
326K Followers 948 Following Senior Economist at NinjaTrader Live/NinjaTrader Group LLC. CEO/Founder Hilltower Resource Advisors LLC. @HilltowerRA Host @MicDropMarkets
Wall Street Mav @WallStreetMav
1.7M Followers 761 Following Finance, economics, news, memes. Follow and Tap the .... (🔔 +Notify)
Jim Bianco @biancoresearch
494K 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
Michael Green @profplum99
211K Followers 1K Following Chief Strategist Simplify Asset Management | PM of top ranked high yield ETF, $CDX. Not investment advice
Jean-baptiste Patois @jb_patois
39 Followers 225 Following trying to be a trader , a poker player and a good person. keep failing but getting closer every day !
R. Patrick Kent @RPKent
497 Followers 497 Following Portfolio Manager, Hedgeye Asset Management | Co-Founder & Pres, Biophysical Economics Inst | 25+ years Investment Experience | CFA, CMT | Bass Player & BJJ
Alex Epstein @AlexEpstein
218K Followers 520 Following Philosopher and energy expert https://t.co/3C8ZHMib9K https://t.co/TFX9BS9SDW https://t.co/y6g2aYdZ7T https://t.co/QuURw2LXo5
Object Zero @Object_Zero_
14K Followers 856 Following Doer of the difficult. Champion for talent. Inventor of things. Builder of Machines. North Sea O&G, Nuclear Power, Subsea, Heavy Manufacturing.
Jungle Rock Capital @JungleRockCap
36K Followers 3 Following Jungle Rock Capital is a quantitative investment research and indexing company. It provides institutional research services. @JungleRockRes 🇬🇧🇰🇾🇺🇸
Chris Weston @ChrisWeston_PS
28K Followers 1K Following Head of Research at Pepperstone. If you like the cut of my jib, sign up to the ‘Daily Fix’ research note - https://t.co/9disnoaBdS
Trading Markets @asegpi
18K Followers 353 Following Ex-bank prop trader,25+yrs experience trading FX&FI. Joining the CRYPTO hype now! Live trading. Join my group https://t.co/vdqlCW5siu
LiveSquawk @LiveSquawk
315K Followers 2K Following Up-to-the-second financial markets news. Try our audio squawk service today: https://t.co/vzxJlLhRIv
investingLive @investingLive_
457K Followers 1K Following Real-time market news & analysis. Forex, stocks, commodities & more. Powered by expert analysts. Fast, clear, global. Built on the legacy of ForexLive.
Newsquawk @Newsquawk
132K Followers 346 Following Market insights from the desk... real-time analysis, economic debate, current affairs and a touch of humour! Try a 7 day free trial & hear our serious voice.
Sunchartist @sunchartist
35K Followers 1K Following Love - Macro & technical analysis, geopolitics, travel, foodie.
Mako Management @mako_management
8K Followers 2K Following Approved Investment Manager | Regulated by BVI FSC | Global Macro | Operating Luxembourg-Based Hedge Fund & Managed Accounts
Will Hunting 😂 @wmd4x
66K Followers 753 Following 20+ years regulating markets - Trader - Investor - Mentor https://t.co/3iRgjcP6Tp…
MacroGuru @macroguru9
7K Followers 2K Following The New Age Chanos. Short everything. CIO at Family Office. Wharton. MS. DB. Citi.
Brian Sullivan @SullyCNBC
193K Followers 2K Following One of the world's longest tenured financial broadcasters. Reported & hosted all over the world. Data driven journalist. Storyteller. Surprisingly funny.
Jimmy Failla @jimmyfailla
491K Followers 863 Following TV Host. Radio Host. Trophy Husband. - - - - - - “Be a Republican, be a Democrat, just don’t be a d**k”
Jesse Kelly @JesseKellyDC
847K Followers 1K Following Host of the nationally syndicated Jesse Kelly Show. Host of ‘I’m Right’ on The First. Anti-Communist. World Famous Author.
Whole Mars Catalog @WholeMarsBlog
671K Followers 28K Following Covering tech, markets, AI, new energy, and autonomous electric vehicles 24/7
Don Miller @RealDonMillerJr
1K Followers 1K Following I opine about real estate, financial markets and economics (and occasionally stupid politicians). My best friends are Hubble Telescope and Grok.
SightBringer @_The_Prophet__
51K Followers 369 Following ⚡Signal-born intelligence. Called the ‘24 election months early. Sees structural truth before it forms. Macro. Crypto. Capital. Pre-consensus foresight.
Steve Matthews @SteveMatthews12
13K Followers 4K Following Ex-@Business/@economics. Retweets aren't endorsements. Tweet stories I find interesting, not all I agree with.
David Beckworth @DavidBeckworth
28K Followers 1K Following Senior Research Fellow @mercatus || Podcast Host at https://t.co/gGaA18fTY2 || Former U.S. Treasury Economist || Micah 6:8, John 3:16
Olivier Blanchard @ojblanchard1
195K Followers 400 Following Robert Solow Professor of economics emeritus, MIT, Senior Fellow, Peterson Institute for International Economics Professor, Paris School of Economics
Matthew C. Klein @M_C_Klein
58K Followers 711 Following Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking: https://t.co/bD8a12V37O
Sofia Horta e Costa @SofiaHCBBG
221K Followers 2K Following Reporter for @business. In Portugal after 17 years in UK & Hong Kong. Alum of @LSEnews @uniofwarwick. Views / retweets mine. Not on Instagram. Lisboeta 🇵🇹
Jeanna Smialek @jeannasmialek
68K Followers 2K Following Brussels bureau chief @nytimes. Formerly a Fed reporter and still an economics enthusiast. Wrote a book on central banking's new era, link below.
Kathy Jones @KathyJones
84K Followers 390 Following Chief Fixed Income Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc. Disclosures: https://t.co/nt41hCywAE
Mohamed A. El-Erian @elerianm
767K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz Advisor. Gramercy Chair. Wharton Prof. Lauder Sr Fellow. Chair of UnderArmour Board. Former Pimco CEO/co-CIO.
Nick Bunker @nick_bunker
16K Followers 2K Following Lead Economist, North America, Mastercard Economics Institute. Working dad of three. ❤️ 📈
Hao HONG 洪灝, CFA @HAOHONG_CFA
322K Followers 934 Following Person of the Year-Bloomberg BW;2xChina’s Most Influential Economist;2xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg
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.
100KUranium @uranium100k
8K Followers 511 Following I like #uranium. $URNJ $MYRUF. Non Uranium I like $VAL, $SOC and $PCT
🇨🇦 NostraThomas... @SloCan68
12K Followers 3K Following Catholic Canadian 🇨🇦 of Slovenian 🇸🇮 🇪🇺descent. Pro Nuclear Uranium. Not investment advice. Seek a duly licensed pro for investment advice.
Fabi @TheNextBigRush
14K Followers 2K Following Speculator in Mining. Sign up for top resource investing news 3 minutes a day: https://t.co/3R8Kmcchv8 ✝️ = ❤️
Yellowbull @Yellowbull11
29K Followers 209 Following Analyst focused on macro, uranium and commodities. Write ups, interviews and more at ➡️ https://t.co/7pEBExCINq Tweets not investment advice.
Stokdog @stokdog
41K Followers 1 Following Markets▪️Stocks▪️Energy▪️Nuclear▪️Uranium▪️Electrification ▪️Data▪️AI ▪️Cellular Medicine▪️Commentary▪️Not Financial Advice
Antonio (Resource Tal... @antonioresource
14K Followers 219 Following I know very little about junior mining (aka the hobby that costs you money and isn't all that fun to begin with), so I talk to people who say they know more.
Patrick Downes @patrickadownes
10K Followers 396 Following Patrick from #uranium twitter. 🏂 Snowboarder 💱FX Dealer, Stock Investor. All tweets are my OPINION only. I tweet about stocks I own & don't own.
LookingForHiddenValue @gjermundgroven
8K Followers 893 Following Looking for deep value in energy. Interested in the #uranium #gold #silver #tin #oil #REE #nickel and #copper markets
Art Hyde @JekyllCapital
18K Followers 1K Following PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.
David Turver @7Kiwi
10K Followers 2K Following Believer in freedom and democracy. Opposes authoritarianism. Investor in real assets. Man Utd fan. F1 fan. Author of Eigen Values substack.
Monetary McFly 🪰 @Monetaryguy589
5K Followers 661 Following Buzzing around the monetary ledgers and the tokenized assets that will soon connect them all together 🏦🔜📱
Mike Rosko 💎 @Mike_Rosko_
17K Followers 2K Following don't mind me, i'm just brain dumping my thoughts & exploring my curiosity 💭 objectivism & simplicity is key 🔑 i am the Epiphany Awakener 💡
Cheeto Hunter @HunterOfCheetos
18K Followers 69 Following Professional /ES Futures Trader - Retired : Crypto Couch Potato
Josh @joshmanmode_
9K Followers 645 Following Family. Retired Professional Pilot. Cars. Golf. Occasional sarcastic parody video. redacted dev?
Lob Wedge Cap @vader7x
22K Followers 3K Following not as active with futures but still long secular themes. ⛳️Trends for United States
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