Quant Insight @Quant_Insight
Ground breaking macro analytics that extract signal from https://t.co/u2gZwW3AfN driven insights to uncover what's really going on. Look Up™ **Not financial advice** quant-insight.com London, UK Joined October 2015-
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💸Why Stock Markets Really Move?
Best performing sector today? Banks Banks are the barometer of soft landing sentiment - dollar and CDX HY spreads fell in aftermath of data
US Soft landing stocks overshooting a bit here. We screened the SP500 stocks for 30 stocks that benefit most from a soft landing and 30 most vulnerable to a soft landing. We plotted this against the Citi Econ Surprise Index Soft landing beneficiaries have overshot
The rise is long term inflation and expectations and steepening of the curve suggest the Fed is losing control ? Thoughts ?
The rise is long term inflation and expectations and steepening of the curve suggest the Fed is losing control ? Thoughts ?
Macro not great short term Micro is interesting long term !
Macro not great short term Micro is interesting long term !
A risk management approach to climate change
A risk management approach to climate change
After a blowout summer some signs the US consumer is reining it in
After a blowout summer some signs the US consumer is reining it in
Stock market outlook to year end isn’t so positive Liquidity Inventory reduction China drag Credit cycle Weaker consumer Weaker capex And more
Stock market outlook to year end isn’t so positive Liquidity Inventory reduction China drag Credit cycle Weaker consumer Weaker capex And more
Huge capital shift coming !
Uk house prices also highly correlated to UK GDP growth
Uk house prices also highly correlated to UK GDP growth
For those focusing on investing rather than short term trading there is one essential thing to focus on @eyeqinvest explains
For those focusing on investing rather than short term trading there is one essential thing to focus on @eyeqinvest explains
If the last 20 years was about tech then what will the next 20 be about ?
If the last 20 years was about tech then what will the next 20 be about ?
A crude oil negative supply shock would not be helpful right now.
A crude oil negative supply shock would not be helpful right now.
Latest UK House Price data for August released Here’s a quick take from @eyeqinvest
Latest UK House Price data for August released Here’s a quick take from @eyeqinvest
Don’t assume correlations cannot all shift to stop you out of all your positions. And ensure that if that happens you are still in the game Risk management is the key for successful trading
Don’t assume correlations cannot all shift to stop you out of all your positions. And ensure that if that happens you are still in the game Risk management is the key for successful trading
US residential housing is under pressure. What are the odds of a crash ? @eyeqinvest has a view
US residential housing is under pressure. What are the odds of a crash ? @eyeqinvest has a view
How to navigate a slowing growth , rates higher for longer world ? Some thoughts 👇
How to navigate a slowing growth , rates higher for longer world ? Some thoughts 👇
This is a question that comes up a lot. Why a 2% inflation target? Why not increase it to save jobs ? This isn’t really an option as explained by @eyeqinvest
This is a question that comes up a lot. Why a 2% inflation target? Why not increase it to save jobs ? This isn’t really an option as explained by @eyeqinvest
Alf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Darius Dale @DariusDale42
81K Followers 908 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.
Michael J. Kramer @MichaelMOTTCM
117K Followers 621 Following You can visit my website to learn more about me and my Long-Only LT growth strategy. https://t.co/vqSVbYCFmX See disclosures in the link below
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55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
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61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
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wsi6gtvaf1wr @23e5k0ggk0f
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[email protected].. @lionadon6271
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152 Followers 232 Following Coodash FinHub - Open access Financial Markets Platform for Live News and Subscription Research. Engage and grow your subscriber base in real-time!
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Quantitatively Elevat.. @Alturamikey
265 Followers 619 Following Quant/trader since '05. Coder since the Z80. Running a #ML multi-strat alpha harvesting machine. Shit posting and journaling a continuous alpha hunt.
VolTrader 🇱🇧 @VolTrader2
117 Followers 214 Following Former pro swimmer & Wall Street Big Swinging Dick. Now just a 🍆. Vol dispersion, EM FI, Global Macro. Polytechnique/Wharton. x Lehman, DB, ML, GS.
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859 Followers 3K Following hi I'm account manager join our telegram channel for free signals https://t.co/l0YB7b10MQ
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36 Followers 255 Following Hạnh phúc của bạn sau khi sắp sếp xong ,bạn với tôi Ko liên quan nữa
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703 Followers 2K Following Markets, Basketball and Arbitrage journal. Sorta kinda lowkey but obv $SOL maxi. Not financial advice.
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Alf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
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225K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Bob Elliott @BobEUnlimited
137K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
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133K Followers 326 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
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676K Followers 753 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Jim Bianco @biancoresearch
393K 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
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172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
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252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
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*Walter Bloomberg @DeItaone
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FinancialJuice @financialjuice
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Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Joseph Wang @FedGuy12
159K Followers 599 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Nick Timiraos @NickTimiraos
323K Followers 111 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Robin Brooks @robin_j_brooks
305K Followers 205 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Justin Spittler @JSpitTrades
5K Followers 2K Following Chief Trader @Hedge_Your_Risk Click link to get my best trade idea every week...
Grant Hawkridge @granthawkridge
9K Followers 204 Following Golf, cigars, whisky & looking at charts with @allstarcharts
Guy Berger @EconBerger
12K Followers 3K Following Director of Economic Research at the Burning Glass Institute. I tweet a lot about labor markets, macro, and (sorry) music! Tweets represent my own views.
Rashad Ahmed @VARshad_
3K Followers 1K Following Market risk economist @USOCC @USTreasury | mostly global macro | views are my own
TrendSpider @TrendSpider
362K Followers 2K Following Award-winning All-in-one Trading Software. Real-time Data • Scanning • Charting • Options Flow • Analysis • Automation • Bots • Backtesting • Alerts • More!
60 seconds to know @oilin60
2K Followers 225 Following MPAS, 35 yrs trading oil, owning our trades not our forecasts, there is a trade every day but we don't need to trade every day, 🚫 investment advice
Austin Harrison, CFA,.. @meanstoatrend
2K Followers 780 Following I spend all day looking for things that go up and to the right. Trying to keep it simple with trends, macro, and relative strength
Heard on the Street @WSJheard
40K Followers 17 Following The first word on what Wall Street is talking about.
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86K Followers 258 Following Global Markets Analyst @Investingcom + I run the https://t.co/6oJBJzhu57 Twitter account. Born and raised in New Jersey. Currently in Tel Aviv.
David Marlin @Marlin_Capital
22K Followers 306 Following Equity Trader | CEO of Marlin Capital | Not Investment Advice.
Gareth Soloway @GarethSoloway
219K Followers 736 Following 25 yr Pro Trader | Data Driven, Technical, Disciplined, Psychology | Stock/ETF service, Crypto service, Commodity Service @ https://t.co/SgkEOHCGtF
3Fourteen Research @3F_Research
18K Followers 79 Following The next generation of investment research.
Parker Ross @Econ_Parker
12K Followers 661 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
Luke Oliver @LukeAOliver
610 Followers 215 Following Investor | Carbon Markets | Energy Transition. @KraneShares $KRBN https://t.co/v141SDx4dx https://t.co/R6BZgaoDsn…
SquaredFinancial @sq_financial
713 Followers 490 Following The power in your hand. A world of investment opportunities. Authorized and licensed by FSA. Risk warning: Trading carries risk
S&P Global Ratings @SPGlobalRatings
118K Followers 740 Following S&P Global Ratings is the world’s leading provider of independent credit ratings. We’re a division of S&P Global (@SPGlobal)
Amrit | Hedge Fund Ho.. @amritrupa
1K Followers 4K Following 🥾 Bootstrapping @WallStRank with @navinpeiris to $1M ARR (700k+ users via API)⚡️Monitoring trends of fund managers, analysts and journalists
Tapa @onlytapa
19K Followers 175 Following Building inbound lead generation systems for businesses. Content, Traffic, Revenue.
Grizzle @grizzlemedia
8K Followers 269 Following Macro, Commodities & Growth. Join over 10K investors that read our research: https://t.co/bqOaycf9Qd
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 993 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
Storm @stormmollison
431 Followers 430 Following Producer | DJ ✨ Bookings: [email protected] 💥MOLLYRAW OUT NOW💥
John Popeo @JWPopeo
4K Followers 5K Following Advising on financial services regulation and transactions. Partner @TheGallatin. Prev. @FederalReserve and @FDICGov. Led 40+ failed-bank deals during the GFC.
BuildPress @press_build
3K Followers 5K Following Print & online publication covering business, finance, investments, entrepreneurship, society and markets in Romania
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13K Followers 4K Following Welcome for Micro and Macro Economic News. Financial Markets Investment since 1995. Stock Markets, ETFs, Commodities, Bonds and Currencies.
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43K Followers 901 Following Boaz Weinstein is the founder of Saba Capital Management.
Daniel Kral @DanielKral1
9K Followers 4K Following Europe macro at @OxfordEconomics. Opinions my own.
Eliant Capital @eliant_capital
113K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice
Game of Trades @GameofTrades_
192K Followers 582 Following Data-driven Investment Research | Follow to learn about #markets & the global #economy | Get your free 7-day trial at https://t.co/ij9EDOXEgD
unusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
Weston Nakamura @acrossthespread
35K Followers 2K Following Host of Across The Spread podcast. Former derivatives trader/sales @ Goldman & Jefferies, original markets content @ Real Vision & Blockworks. 🇯🇵Tokyo
Grant Gᵍᵐ @GGywnne
19 Followers 21 Following Project Manager x Flight Story Communicating at the forefront of innovation
Midgard Research @MidgardResearch
296 Followers 1K Following Midgard Research is a financial research company founded in 2022. The firm uses a bottom-up, fundamental research-driven process to identify investments.
Stephen Miran @SteveMiran
16K Followers 946 Following Adjunct Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
LondonCryptoClub @LDNCryptoClub
7K Followers 2K Following 2 friends. Combined 38 years experience in central bank / macro sales and trading. Helping you navigate crypto. Check out our newsletter, link below.
Karen Anne Bloem 🦀 @kabloemski
3K Followers 5K Following 49 - Njert - Insatiable Hunger for Knowledge - We Are What We Think - RT/* = not Endorsements - Change! The Only Constant 🌈 #NatureIsMyGod #AdaptOrDie 🇺🇦🇮🇱
Michael J. Kramer @MichaelMOTTCM
117K Followers 621 Following You can visit my website to learn more about me and my Long-Only LT growth strategy. https://t.co/vqSVbYCFmX See disclosures in the link below
Macro EU & US @MacroEu
503 Followers 480 Following Retired CFO. No DM, no investment advice 🇨🇵🇪🇸🇬🇧🇩🇪🇳🇱🇧🇪🇵🇹🇮🇹🇺🇲🇪🇺 Tweets in 🇬🇧🇳🇱🇪🇸
Sagar Adhikari @sagarCBE
354 Followers 2K Following
Olivier Blanchard @ojblanchard1
169K Followers 387 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
(((Tendar))) @Tendar
350K Followers 788 Following Tyrants are my enemies | Si vis pacem para bellum |🇩🇪🇪🇺| Das Böse triumphiert allein dadurch, dass gute Menschen nichts unternehmen |Military & History
Genevieve Roch-Decter.. @GRDecter
431K Followers 1K Following Former $100MM+ Money Manager • Seen on Bloomberg, FOX & VICE • CEO @grit_capital • A Top Finance newsletter on Beehiiv
Marco Jean Aboav @macro_fintech
246 Followers 1K Following Co-founder @EtnaResearch - Indexing infrastructure, Associate Professor in Financial Technology, Angel Investor | views expressed here are my own
Stay Vigilant @ExcellRichard
3K Followers 875 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 109 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 (📈⬇️)
Maverick Equity Resea.. @Maverick_Equity
7K Followers 990 Following Independent Investment Researcher & Investor: stocks, bonds & more 🇺🇸🇨🇭🇪🇺🇨🇦 Risk management & hedging. No hype and no advice. A Roger Federer fan ...
The Spread Thread @SpreadThread1
18K Followers 334 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
Prometheus Research @prometheusmacro
37K Followers 250 Following Research service with the goal of democratizing finance. Making institutional-quality insights and research available to the public.Just a reminder: The defined “Santa Rally” comprises the last 5 trading days in Dec + the first 2 trading days in Jan. Sidebar: Most are on vaca this week, volume is wicked thin, and, oh yeah, Santa isn’t real… but this stupid folklore still has people asking all year long if…
Over the past 30 years the big warning has been when there was no Santa Claus Rally. Years like 2000 and 2008 saw potential warning signs when🎅didn't show up. 🎁🎄❄🎅🤶
@charliebilello @charliebilello actually, per @Quant_Insight , this factor explains why R2K moved so fast - corp credit spreads tightening. Spreads are 29.4% of the index's macro profile. Happy to share more.
Recession Coming? #USA EyeQ For You! 👁️👩💻💸💵💷👁️
Is The FED Losing Control? 👁️ EyeQ For You! 👁️💸👩💻💵💷
The Party Is Over! A Summer Of Fun Could Lead To Autumm Pain💭🍁 ~What’s Your Vision About It? Warren Buffett Gives Billions More To Charity.💸 TikToK Shakes Up Its Leadership.🧐 Microsoft Warns It May Abandon Its Takeover bid For Activision Blizzard! ~What’s next? EyeQ…
Super Core #CPI is rising at an accelerated 3-month annulized rate of 4.74% following the September report
Meta 4billion Users!! Where Next? #meta EyeQ For You! 👁️💸👩💻💷💵👁️
Bond Market Volatility Sinks Stocks, With More To Come youtu.be/GgiHuJgBKx0 #stocks #stockmarket #market #trading $spy $spx #sp500 #rates #dollar
My conversation with with Co-Founder & CEO at Quant Insight - Mahmood Noorani 🔥
Most investment portfolios are totally unprepared for war. In times of conflict inflation rises, gold and commodities outperform, while stocks, bonds, and cash underperform. A typical portfolio of 60/40 + cash is the worst portfolio, particularly on a real return basis. Thread.
The average payment on a new home is now at a record $2,900/month. The average house is now renting for a record $1,900/month. The average new car payment is now at a record $740/month. The average used car payment is now at a record $530/month. The average student loan…
Always trade markets relative to *what is priced in.* At this point the markets are all-in on a soft landing when the likelihood it happens is pretty low given the set of conditions facing the US. More perspective from my recent @Crowded_Mkt_Rpt convo: youtu.be/e1p5FH8p4JQ?si…
Inflationary shocks like we have seen over the last couple years are a pretty common occurrence in history. What determines inflation persistence is the tightness of the labor markets. More continuing my recent convo with @chartaddicts: youtube.com/watch?v=S8JcRF…
The question is whether the Eurozone recession is *weak enough* to sufficiently loosen labor markets, wages, and structural inflation. ECB is fighting 5-6% core inflation with a short rate at 4%. Modest weakness implied by PMIs wont get the job done: x.com/bobeunlimited/…
Europe has an inflation problem and the ECB isn’t doing anywhere near enough to stop it. Core inflation is stabilizing at 5-6%. Right in line with wages at 5-6% and productivity at zero. More needs to be done, yet mkts pricing the ECB starts cutting soon.
A default cycle has started, but market doesn’t see it yet.
Today there are three times more zombie companies than during GFC. Sooner or later all of them will need to roll their debt. Spoiler, at current interest rates it will not be pretty.
I have the best clients. Really I do. Alexander has been with me for 2 yrs 🙏❤️💃
Today is another reminder that higher for longer is bad for all asset prices, but good for stocks vs long duration bonds. Market action since mid-April clearly shows the dynamic:
Trends for United States
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