Alex Gómez @OmegaBLADE97
Global Macro. My tweets aren't trade recommendations 🇪🇸 🧑🎓 Bachelor's in Economics 🧑🎓 Master's degree in finance and banking at @bsm_upf Barcelona Joined May 2022-
Tweets3K
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Followers1K
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Following348
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Alex Gómez retweeted
Long Haul Gold "Gold is not an investment; it’s a place to put your money while you wait for a good investment to come along. It’s not a wealth creator; it’s a wealth preserver." Bill Bonner, Tom Dyson
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Alex Gómez retweeted
Bloomberg Chief Economist's Stunning Admission: Job Revisions Confirm Recession Started In April 2024 zerohedge.com/markets/bloomb…
TOP
Alex Gómez retweeted
Worst Revision In History: BLS Admits A Record 911K Fewer Jobs Were Added zerohedge.com/markets/worst-…
Alex Gómez retweeted
I’d follow Scott Bessent into war… 🫡 “Why the fuck are you talking to the president about me? Fuck you. I’ll punch you in your fucking face.” That’s my Treasury Secretary.
Alex Gómez retweeted
This was by far the ugliest jobs report we have seen (relative to expectations) since covid. Every aspect of the report was dismal. It served two purposes: 1) kitchen sink the ugly numbers especially with next week's revision on deck 2) cement 25 rate cut and put 50 in play
99 vibes
Alex Gómez retweeted
Good Morning from #Spain, where the housing market is booming w/a momentum not seen since the mid-2000s. Home sales and prices are closing in on the record highs set before the 2008 financial crash. The problem: only about 100,000 new apartments are built each year – roughly a…
Alex Gómez retweeted
A Quant's Perspective on the 2008 Financial Crisis By Susquehanna International Group (one of the biggest quant firms in the world)
Alex Gómez retweeted
Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996. Let that sink in. If you think this buying streak is ending, just look at what happened in the 1970s. This is likely the beginning of one of the most significant global…
99’ moment
Alex Gómez retweeted
La liquidez no mueve los mercados. Son las expectativas de liquidez las que los mueven. Y eso puede ser MUY DIFERENTE.
Alex Gómez retweeted
If stocks track free cashflow over time... Is $DUOL an opportunity?
Alex Gómez retweeted
Have you thanked a CTA today? If you trade "fundamental" commodities you probably should. Tor Svelland (18.5% annualized net since inception) on @opmpod. Check out the full interview: Apple bit.ly/45pcj0L Spotify bit.ly/45YoUs0 YT bit.ly/45UJBFc
Alex Gómez retweeted
Hey @grok, what is the expected return when you buy the S&P 500 at 5.3x book value?
Alex Gómez retweeted
More financial nonsense from Saylor to justify paying $1.70 for $1.00 of Bitcoin. Credit Amplification? Not only is $MSTR not very leveraged (net debt + pfd is only 11% of enterprise value), but investors can borrow themselves to buy bitcoin, at rates lower than SMSTR’s 10-12%.
More financial nonsense from Saylor to justify paying $1.70 for $1.00 of Bitcoin. Credit Amplification? Not only is $MSTR not very leveraged (net debt + pfd is only 11% of enterprise value), but investors can borrow themselves to buy bitcoin, at rates lower than SMSTR’s 10-12%.
That’s not a joke
Alex Gómez retweeted
Zuck lost $4B on a Metaverse bet, now he's cheating on the AI capex - balance sheet - income statement game? Listen to @RealJimChanos right now.
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