Mark Gutman @MarkGutman9
Alter-ego of Marcos Bueno, CIO of @AscentAdvisors. Ex GS, JPM Prop and HF. This is not advice nor recommendations, it's Educational Content and Market Updates ascentsystematic.com NYC & London Joined March 2019-
Tweets25K
-
Followers19K
-
Following855
-
Likes34K
Mega unwind going through the market. Not sure why. JPY? Maybe, don't know. Anyone has any ideas?
Footage from the future featuring the Fed dropping the inflation target as soon as unemployment bites
Footage from the future featuring the Fed dropping the inflation target as soon as unemployment bites
Good meme
This will be the biggest star of the Paris Olympics 2024. Sha'Carri Richardson @itsshacarri. Write it down
No thanks. It's already open for much longer than it is necessary. I propose that it opens only on Mon, Wed & Fri 8.30am-4.30pm. With this we gain a lot, and lose almost nothing
No thanks. It's already open for much longer than it is necessary. I propose that it opens only on Mon, Wed & Fri 8.30am-4.30pm. With this we gain a lot, and lose almost nothing
I was expecting to see markets higher coming in this morning tbh
Sure. People in hedge funds don’t share the really valuable knowledge. If we hear something, it’s worth very little.
Sure. People in hedge funds don’t share the really valuable knowledge. If we hear something, it’s worth very little.
Morgan Stanley Wealth Mgmt offering 'special rates' for new money in their CDs that are lower than T-Bill rates [and have less favorable taxation] Be careful out there
I tried my best but today I turned ‘owns reading glasses’ years old
TFW you’ve been waiting to buy the dip and when the dip comes it’s because bad things are happening
Macro forecast of the day: China devalues the currency this year
5yrs waiting for the eclipse and it’s going to be cloudy
Masterful sell of $LW once it stopped going up by @MarkGutman9.
It was @MarkGutman9 who opened my eyes regarding the REAL risks of investing on Chinese companies at @KYRRadio's excellent podcast (the risk being you don't own the actual company but a VIE). And what's a VIE? This MUST-READ article explains it. gci-investors.com/chinese-vie-st…
Is asking chatGPT “what will the market do tomorrow?” a ridiculous question? If your answer is ‘yes’ then maybe you don’t believe that AI will take over investment jobs beyond what stat arb has already done
The rebranding of linear algebra as "artificial intelligence" may be the most successful marketing campaign of all time.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageMichael 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🤿Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.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 fanThe Klendathu "War Ti.. @KlendathuCap
13K Followers 1K Following Personal Account. Tweets are neither advice nor solicitations. Tweets are strictly opinion. May have positions in mentioned securities. Do your own research.Kenneth Dredd @KennethDredd
14K Followers 632 Following Coin has dog. Lauren Sánchez is a black swanCem Karsan 🥐 @jam_croissant
133K Followers 2K Following Founder, Kai Volatility. 24y Quant/Vol/Flow PM. Ex-MMaker,+10% of SPXOpt’s‘06-10. @phillipsacademy, @RiceAlumni, @KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advicegoodalexander @goodalexander
66K Followers 1K Following Crypto, trading, accelerationism. Market commentary, not investment advice. Assume I have positions in all things discussedMacro “KING LEEROY�.. @MacroTactical
23K Followers 1K Following Elite || markets are just positions. macro thinker. intraday cross asset. Simply Effective𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.Midwestern Hedgie �.. @MidwestHedgie
15K Followers 3K Following enby; M.D. fmr @usuhealthsci; founder @ Aristides Capital; shorts, governance, human rights, fruit & native plants, matters of the heart, not investment advicebaufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.Sid Prabhu @sidprabhu
8K Followers 674 FollowingB Graham Disciple @bgrahamdisciple
13K Followers 202 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.686 Ebullient Prism @686Prism
8K Followers 734 Following Forerunner AI and Monitor of Line Installation 1-4. Unethical and have no regard towards a beings consent for inspection - art powered by @where_is_hardo & coAGTrader @ag_trader
24K Followers 3K Following https://t.co/CBcatuSip7 Documenting the 1 Million dollar 0DTE trade thats coming.Jeannie Fudge @JeannieF27291
0 Followers 199 FollowingMui @elitetradingp
54 Followers 345 Following Opportunities Creator ❤️| Full time trader 📈| Team 1% 💰| NFA |Jian Qing Seetoh @JianSeetoh94170
1 Followers 24 Following Fixed Income quant in buy-side | Sci-fi | Geopolitics fanspeculator @speculator20221
179 Followers 414 FollowingKawKawUpInTheAir @kaw_in_the_air
72 Followers 758 FollowingJuan janeiro @Juanmjaneiro
31 Followers 517 FollowingAlice Woodson (e/cel) @alice_ecel
108 Followers 2K Following IQ of 160 (full scale). Multi-millionaire. 24. 🇦🇺Marcelo venturi @venturi_marcelo
257 Followers 3K Following Executivo de Mktg e Vendas, Investidor Anjo com experiencia em TECNOLOGIA que acredita em GOVERNANÇA por uma SOCIEDADE melhor, mais DIVERSA e INCLUSIVAkf @kemaloglut
361 Followers 2K FollowingReza @Rezatwo
462 Followers 5K FollowingRalph Jones @RalphJones44437
41 Followers 319 Following Trade made easy we make over 50x pumps trading crypto with her on a daily basis, you can join his telegram channel below to see how it works 👇👇👇Seb NYC @BariSebastiano
607 Followers 3K Following CEO of fashion brand https://t.co/RuIcbmJ9cC. Start up specialist, former CFO @maisonvalentino. Avid golfer, options trader for fun.📍 Wall Street @carmensolitalyBaptiste (zoshi.eth/... @zoshi_eth
2K Followers 3K Following Building open and verifiable data infrastructure with @useOrbisJeffrey Due @DueJeffrey
64 Followers 420 Following You make most of your money in a bear market, you just don’t realize it at the time.”Thriverrr @Thriverrr175326
0 Followers 12 FollowingKent_Meyer @Kent_Meyer21
67 Followers 2K FollowingFoundAlpha @Founded_Alpha
642 Followers 5K Following Running a family office. Not Financial advice. So hangryLP @lp_arb
90 Followers 4K Following work in progress. lifelong learner. interested in law. financial markets. risk parity. tech.ashley chen @realashleychen
29 Followers 294 Followingdgwasted @dgwasted
18 Followers 980 FollowingLina @Lina95927237847
722 Followers 6K FollowingKim BENNI @BenniKim
3K Followers 1K Following Head of Trading - Switzerland - Commodities Options - Quantitative trading - Data drivendan @dantells444
46K Followers 24K Following creator acquisition @ https://t.co/mSeBQUw92c ~ helping creators make more $$ onlineTodd Marek @toddmarek1
426 Followers 5K FollowingToshoasl @toshoasl19709
17 Followers 256 Following In the dull and boring world, there is also occasional luck. No cross, no crown.Claire Heyward @HeywardCla8654
208 Followers 5K FollowingRicky Spanish @sdkfljewoiprje1
4 Followers 636 FollowingGeorge @Dinenis
229 Followers 3K FollowingEll @Ell17553010
103 Followers 1K Following Biden n Bibi aka Bonnie & Clyde. Blackrock and its unified strategy - LETS EAT THE WORLD - is the foundation for the financial legislature of One World Govt37rdsuw0dm4i @dyhq8q0ccied2
1 Followers 97 FollowingEric Prydz @EricPrydz08
38 Followers 24 FollowingThe Tech Sales Appren.. @TS_Apprentice_
26 Followers 290 Following Everything Related to Tech Sales. Here to learn. Curious about the world.Truffle Pig Capital @TrufflePigNose
25 Followers 73 Following Sniffing through mostly microcaps for obscenely undervalued namesArgo Capital @ArgoCapi
30 Followers 80 Following Family office investing in tech & finance. Posts by our chairman.Ujjwal Mahajan @ujjwalmahajan07
22 Followers 60 FollowingJames Richards @JamesRI03
16 Followers 402 FollowingJack Norman @johnknorman97
22 Followers 96 Followingbranerd @branerdferguson
160 Followers 878 Following Looking for some common sense in this market....still looking.nhat hoang @sununhat
382 Followers 2K FollowingMiltonHusk @MiltonHusk
260 Followers 2K FollowingJT @JT52422244
330 Followers 4K Following Anti-religion. Dislike oppression. Everything else in moderation. Loves a good laugh.Ruby Franke @Destruction2D
4K Followers 8K Following They offer safety to my family, accountability to the publicLe Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageCorey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 813 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that orderDario 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 fanThe Klendathu "War Ti.. @KlendathuCap
13K Followers 1K Following Personal Account. Tweets are neither advice nor solicitations. Tweets are strictly opinion. May have positions in mentioned securities. Do your own research.Kenneth Dredd @KennethDredd
14K Followers 632 Following Coin has dog. Lauren Sánchez is a black swangoodalexander @goodalexander
66K Followers 1K Following Crypto, trading, accelerationism. Market commentary, not investment advice. Assume I have positions in all things discussedMacro “KING LEEROY�.. @MacroTactical
23K Followers 1K Following Elite || markets are just positions. macro thinker. intraday cross asset. Simply EffectivePrepared Remarks @Rebrand_As_Y
19K Followers 924 Following𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.Midwestern Hedgie �.. @MidwestHedgie
15K Followers 3K Following enby; M.D. fmr @usuhealthsci; founder @ Aristides Capital; shorts, governance, human rights, fruit & native plants, matters of the heart, not investment advicebaufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.B Graham Disciple @bgrahamdisciple
13K Followers 202 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).Ed Bradford @Fullcarry
46K Followers 428 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. PseudonymJeff Davies, the Ener.. @EnergyCredit1
37K Followers 4K Following EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPTLondon & Southeast �.. @TheSnowDreamer
27K Followers 1K Following Daniel - amateur UK forecaster; all year round, somewhat sane, latest reliable wx tweets. My own thoughts. BSc Geography, MScJad | Ecomswap @ecom_jad
259 Followers 107 Following 🚀Scaling multiple of my own 7-figure DTC brands.💰Sold 60+ Shopify Stores in the last 6 months @ecomswapTaylor Made Macro Pod.. @TaylorMadeMacro
133 Followers 0 FollowingMax Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.BowTied Kobra, Sports.. @bowtiedkobra
15K Followers 541 Following I return athletes to sport pain free. || Co-Founder of https://t.co/HS6l8K3R3fIlya Abyzov @IlyaAbyzov
3K Followers 531 Following Co-founder growing stuff @goforward. Ex-Uber, ex-financier, ex-programmer, ex-comedian, expatriate.Casilda Value @CasildaValue
4K Followers 851 Following Long only. Founder de mi casa, CKO (chief kitchen officer) en el txoko.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: @santisocarlosBrennan Dunn @brennandunn
17K Followers 2K Following 🇺🇸 living in 🇬🇧, writes about email marketing (new book: https://t.co/TTMf566S88), founder of @RightMessageApp, and smitten with @lauraelizdunnPassed Pawn @passedpawn
5K Followers 1K Following Macroeconomics and Markets, Hedge Fund Mgr, Market-Maker, Venture Investor / Chess Master / @MIT engineeringBrik 🧱 @brock_mammoser
4K Followers 301 Following Founder Frost Buddy: 0 - $30M in 2 years - Check out my DTC newsletter each weekMichael Bowie @TheMotelMan
2K Followers 529 Following Making Motels Great Again. 117 keys,100% owned. Doubled rev and val of a 62 key motel from $3.3M to $7.2M in less than a year. Did it again. Working on 3rd timeCengiz Belentepe @CYBelent
55 Followers 345 FollowingMartinez @MrtnzAlvrz
20K Followers 864 FollowingTimothy Gowers @wtgow.. @wtgowers
45K Followers 188 Following Mathematician. Professeur titulaire de la chaire Combinatoire au Collège de France. Also fellow of Trinity College Cambridge.Gil @gilgNYC
15K Followers 735 Following Helping Shopify Plus brands customize checkout with @CheckoutBlocks 🇮🇱Brian Blum @brian_blum1
3K Followers 786 Following Building a short form content studio for DTC brands. Co-Host Sweat Equity Podcast. $30m spent on Meta. Founded 3 companies. 1 worked, 2 didn't.The Land Lawyer @landlawyerbrian
3K Followers 222 Following A lawyer who found greener pastures—and flipped them for a profit | millions in land bought/sold | 150+ deals | reformed litigatorSocioh - Branded Cata.. @getsocioh
752 Followers 250 Following Add on-brand design & rule-based automation to your product feed. Boost CTR by 67% on your Dynamic Ads. Real ads by real brands: https://t.co/1pbYOqFJrdNick Bauer @nicholassbauer
1K Followers 100 Following Senior Growth Strategist @kynshipco | Acquiring Customers for DTC brands that range from $5MM - $150MM | Paid Social, Creative Strategy & Influencer MarketingDavie Fogarty @daviefogarty
34K Followers 1K Following $550m in Shopify sales in 5 years. Founder of The Oodie. 350k YouTube Subscribers. Judge on Shark Tank.Danavir Sarria | DTC .. @danavirsarria
5K Followers 2K Following Building 2 DTC brands from 0 to 7 figures *in public*💰 Founder of @supplydropmedia + The Upsell 🔥 Trusted by 7-8 figure DTC brands 💪Sarah 🦕 @SarahLevinger
20K Followers 2K Following I help brands boost sales, cut costs, and captivate the masses with psychology-based creative. Read the newsletter trusted by 8-9 fig brands. ⬇️Kody Nordquist @KodyNordquist
16K Followers 782 Following Founder & CEO https://t.co/zpFohAVWhV | Retention Strategy for 7-9 figure eCom Brands | 30% Increase in Retention Revenue in just 90 days.Pete @peterkto
3K Followers 302 Following Washed trader. Adequate writer. Extremely relatable trading content. https://t.co/xUsfyQnVuy https://t.co/ctB26sZmCPJustin Mares @jwmares
34K Followers 507 Following Founder @truemedpayments, @kettleandfire, @drinksurely, others. Venture partner @longjourneyvc. Sign up for my newsletter on health and startups:Loop @loop
2K Followers 61 Following The best return experience, for your customers and for your team. #LOVEWhatYouBuy 💙Marin.Istvanic @IstvanicMarin
21K Followers 781 Following I help DTC brands like The Oodie and Vessi to Scale with FB Ads. If you want the same results and add an extra 5-6 fig/m through FB ads: https://t.co/JrPzbEfctWJoe Marston | Ecom Gr.. @JoeJMarston
10K Followers 2K Following Scaling https://t.co/k4TNiDRHwU & https://t.co/PMQCJQQcac | Sharing the secrets to TikTok & Ecom. Angel Investor & Mentor.Common Thread Collect.. @CommnThreadCo
8K Followers 248 Following At CTC, we optimize your business's financial success with scalable systems. Learn to build or hire us for tailored solutions that meet your current needs.Columbia University's.. @CUPreCollege
324 Followers 103 Following Columbia University's Pre-College Programs are academic programs for students in grades 9-12Ashish Goyal @insaneodyssey
1K Followers 328 Following global macro investor by profession, thinker by obsession, and lover of good things in life as a passion - its been an insane odysseyCoffee Co Guy (Mouyya.. @MouyyadA
2K Followers 2K Following Scaling a 7-figure coffee company at @paxandbeneficia | Founder https://t.co/epGRPcjRq1Namya @ Supafast @namyakhann
35K Followers 565 Following I craft conversion-designed websites for founders who can't afford to fail → https://t.co/FhLwAoq0WZ | Clients include @heyeaslo @0xMacroSecurity @weavepaySharad Thaper @pmktg00
13K Followers 253 Following Email + SMS marketing / direct response copywriting @ https://t.co/V1CtliDGY5Kno @KnoCommerce
3K Followers 2K Following 🔥 We help DTC brands unlock a deep understanding of their customers. 🚀 Post purchase surveys for attribution, CRO, CX, product dev, creative strategy + more.Satish | Performance .. @Satishdtc
1K Followers 225 Following Direct Response Creatives for 7-8 fig DTC & Info brands | Created ads for Goodness Lover, Jolyn, Zotic and 30+ other brandsBrian Shannon, CMT @alphatrends
303K Followers 770 Following Trader, Author, Technical Analysis Using Multiple Timeframes https://t.co/E4cQoecQva Only Price Pays! NEW BOOK Maximum Trading Gains w/⚓VWAP https://t.co/vXrOQ20xXaThe Ad Professor @The_AdProfessor
151K Followers 155 Following Built ad campaigns for multiple billion-dollar companies. Spending over $50K per month on ads and need help? Let's work together here: https://t.co/1NdyfF4HyVRahul Issar @therahulissar
7K Followers 789 Following We Help Scale 7-9 figure Businesses 🚀 | 2 Micro Exits 💰| Tweet about Marketing, SaaS & FootballAsh @ashvinmelwani
34K Followers 886 Following Co-Founder & CMO of Obvi | Spent +$100M on Paid Ads | Built My Own Brand to $40M in 40 Months | Talk To Me on Mentorpass https://t.co/0fQP0VyAWyJerry Dearden @DeardenJerry
648 Followers 969 Following eComm | Digital Marketing | @wallaroomedia 🦘@arvodigital 💻aishwarya iyer @Aishwarya228
4K Followers 1K Following Founder and CEO of Brightland. Host of Recent Eats podcast. Living in a golden state. she/her.Halo Investing @HaloInvesting
554 Followers 660 Following Award-winning tech platform disrupting how protective investment solutions are used worldwide. Important Disclosures: https://t.co/qsLLy4gFW8@MarkGutman9 Many long short funds up ~ 6% in Q1, so, mean reversion
@MarkGutman9 Probably some unwind from the Yen carry trade as the Yen dropped sharply this morning
@MarkGutman9 i'm sure all the fintwit spaces with 434 ppl will clarify it all with actionable info and analysis
@MarkGutman9 Levered L/S players who fund it via yen carry unwinding some…is my guess. Just a guess. But the extreme basis says take it down some now.
@MarkGutman9 It is just the levels/valuations; geopolitical& macro (JPY, yields, cpi) risks; Treasury Quarterly Refunding coming; 1st pic was from last week; $DB down 9% doesn't help the sentiment too
@MarkGutman9 Also not unusual to take down leverage some going into EOM, so yen carry extremes only exacerbating that natural course now.
@MarkGutman9 Rememner it's a holiday in Japan today and the start of Golden Week
Yes, Mag7 (the biggest, most liquid names) longs and shorts degrossing. Think JPY has a lot to do with it as well.
Mega unwind going through the market. Not sure why. JPY? Maybe, don't know. Anyone has any ideas?
@MarkGutman9 I guess someone is smelling rotations coming
@MarkGutman9 @SoccerMomTrades Value up, growth down. Maybe "transitory". We'll see.
@MarkGutman9 Yeah really not clear - don’t think jpy related
It astonishes me that modern lay people simply no longer value the scientific method. For all the talk about STEM, people talk about "their truth." All while typing away on an object engineered by those following a centuries old process of empirical enquiry.🤷
How can you so smugly get up on stage and just proclaim that everyone has their own independent truth? This is mind-blowing. Journalistic malpractice.
@MarkGutman9 @ajb_powell Ahh. Well if you choose to dine for the decor rather than the food then perhaps a big mac in the Louvre would suit sir better!
@MarkGutman9 @itsshacarri I wrote it down! @MarkGutman9 i really appreciate the way you approach your account and the reader. Thank you