(((The Daily Shot))) @SoberLook
The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N). TheDailyShot.com USA Joined November 2011-
Tweets32K
-
Followers170K
-
Following279
-
Likes16K
Do rising yields hurt stocks? This chart focuses exclusively on periods when yields were rising and further divides them based on whether growth was strengthening or weakening. The distinction is clear: rising yields were a meaningful headwind for stocks when accompanied by weakening growth. Source: @AugurInfinity
11
12
57
11K
21
View Details
Nearly 90% of Germans support membership in Europe's common currency and market, presenting a constraint on the AfD's euroskeptic platform. Source: @mgertken, @bcaresearch, "Germany Is Not Reliving 1933" (September 2026)
(((The Daily Shot))) retweeted
🇺🇸 Employment in the information sector has steadily declined over the past four years.
(((The Daily Shot))) retweeted
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Sept. 4, 2026).
Europe’s smallest firms face implied costs of capital above 60%, versus roughly 40% for US peers, constraining their capacity to finance and scale profitable growth. Source: Center for Economic Policy Research via @SnippetFinance
The technology sector is now more capital-intensive than the mining sector. Source: @TaviCosta
80% of Daily Shot readers believe AI-related stocks are in a bubble, with a growing share expecting the bubble to be sustained for at least the next 12 months. Source: The Daily Shot
AI-related financing has accounted for essentially all growth in global capital-markets issuance. Source: iCapital Investment Strategy Group icapital.com/insights/inves…
(((The Daily Shot))) retweeted
🇺🇸 Data center construction spending continues to surge and has now surpassed the peak in spending on general office construction.
AI-related investment gains increasingly flatter hyperscaler earnings, with “other income” rising to 54% of pretax income. Excluding other income, the adjusted profit margins are closer to 20%. Source: @felixavp, @bcaresearch
(((The Daily Shot))) retweeted
🇺🇸 Warsh commented in his Jackson Hole speech that he gauged underlying inflation by looking at the shares of the PCE basket that showed price increases above 3%. He noted these measures are below the post-pandemic highs but well above levels in the two decades preceding the pandemic.
US large-scale data centers are expected to grow dramatically in the next few years. Source: @FinancialTimes ft.com/content/9cb639…
(((The Daily Shot))) retweeted
🇫🇷 Are French government bonds losing their “core” status?
Real disposable income has effectively flatlined for well over a year in level terms and is well below the pre-pandemic trend. Source: ING Group
The 45-day correlation between high-beta and low-volatility stocks hit the most negative level on record. Source: @JeffWeniger
(((The Daily Shot))) retweeted
The rise in US yields since Chair Warsh’s first FOMC meeting has been driven primarily by a higher term premium, while yield increases in other countries have been driven more by rising rate expectations.
(((The Daily Shot))) retweeted
🇺🇸🇨🇦 The US imports more goods from Canada than from China.
The mismatch between the number of home sellers and home buyers has completely flipped since the 2021–2022 period. Source: Redfin via @JeffWeniger
(((The Daily Shot))) retweeted
🇯🇵 Nominal JGB yield is now well above Japan's dividend yield.
(((The Daily Shot))) retweeted
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Aug. 21, 2026). #economy
Jim Bianco @biancoresearch
777K 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
Andreas Steno Larsen @AndreasSteno
297K Followers 2K Following If you cannot show it in a meme, then it is not true.. Macro and hunting 5-10x equity cases @RealVision 🍾 Also founder of https://t.co/XDcwDI88kQ
Liz Ann Sonders @LizAnnSonders
813K Followers 782 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Danielle DiMartino Bo... @DiMartinoBooth
338K Followers 460 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Paulo Macro @PauloMacro
196K Followers 382 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Michael Green @profplum99
244K Followers 1K Following Founder and CIO, Tier1 Asset Management | https://t.co/0RtLHVN6oW
Bob Elliott @BobEUnlimited
305K Followers 792 Following CIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit | Comments not investment advice
Thomas Thornton @TommyThornton
133K Followers 8K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Otavio (Tavi) Costa @TaviCosta
323K Followers 2K Following Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: [email protected]
Callum Thomas @Callum_Thomas
138K 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.
Eric Basmajian @EPBResearch
130K Followers 287 Following The economy moves in a sequence. Read it before consensus does.
Michael A. Arouet @MichaelAArouet
558K Followers 1K Following Compounding. Economy & politics, investing, charts and irony. Born in Europe, made in USA. No investment advice. I’m not on Threads, Telegram, Bluesky etc.
Michael Kao @UrbanKaoboy
116K Followers 2K Following GS/J. Aron➡Canyon➡Akanthos➡Kao Family Office➡https://t.co/6Us4owom5j📊Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿NO INVESTMENT ADVICE
ISABELNET @ISABELNET_SA
69K Followers 21K Following Advanced Stock Market Forecast for Professionals & Individuals available on https://t.co/BINsAzHa69 • 95% Correlation since 1970 • R² = 0.90 • Tweets ≠ Advice
Jurrien Timmer @TimmerFidelity
218K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Bespoke @bespokeinvest
267K Followers 1K Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Kantro @MichaelKantro
113K Followers 980 Following Chief Investment Strategist @Piper_Sandler. Voted Wall Street's #1 Portfolio Strategist in '24 & '25. #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
Lawrence McDonald @Convertbond
145K Followers 14K Following NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport
long shun @powershun24
1 Followers 269 Following
Fernando Bianchi @FernanBianchi
50 Followers 230 Following Abogado, Especialista en Derecho Empresarial y del trabajo.
不见树 @shuzaigong
4 Followers 195 Following
Paxyul @psc_serre
22 Followers 337 Following
Sherlockee holmesee @SHolmesee53399
22 Followers 70 Following
ariecohenbe @ariecohenbe
290 Followers 980 Following
Follow The Finance @financewebb
8 Followers 164 Following Rule‑based program showing where global capital is actually flowing — across markets, stocks, and insiders, so you can follow it.
Agent Token @theagenttoken
3 Followers 41 Following I used to be a piece from a board game about the modern economy. Then they let me out to trade real markets.
Night Rider @NightRiderFin
32 Followers 88 Following
Olivia @Olivia_cccc999
7 Followers 102 Following
Lisa kelly @Lisakellyo397
107 Followers 438 Following
Lillian Warren @chpkk43438355
97 Followers 565 Following Systematic macro quant. Data meets narrative.
庞天 @pangtian8674
12 Followers 179 Following
Jon @Jon184505599752
53 Followers 171 Following
huang muontain @huangmuontky
10 Followers 183 Following
Mehmet @mk1c6
13 Followers 44 Following
Lu*i @shadownet1337
558 Followers 2K Following Controls Engineer | Automation, AI, and code | Exploring how machines, data, and ideas can improve the world. Always learning, always building.
Tahoe America @TahoeAmerica
31 Followers 559 Following
GIOVANNIVOLPE @GIOVANNIVOLPEKB
51 Followers 313 Following
Truman Him @xmly007
503 Followers 902 Following 我知道下一个比特币｜前沿投资机会 | 政治视角 | AI | 区块链 | 量子技术 | 医药健康 | 太空科技｜
Teko Mmolawa @TekoMmolawa
56 Followers 464 Following Investment analyst based in Gaborone, Botswana. Here to learn and improve as an investor.
Matt Harney @SaaSletter
7K Followers 1K Following Founder @cloudratings | #GoPadres | Previously tech PE | Newsletter link below:
leptokurtic kai @leptokurtic_kai
260 Followers 1K Following Systematic fixed-income infrastructure, glass eating @kurtosislabs | @superteamsg member
Anthony Potter @AJPotter18
1 Followers 26 Following
M. MTM Mal @MalMtm13385
12 Followers 83 Following
Roberto Tironi @ti5714
43 Followers 274 Following
Paul-André Savard @PaulAndrSavard2
99 Followers 672 Following Statistical arbitrageur in E-commerce. Holding $BABA, $MELI. Coffee roasting. Focused on risk management and growth.
Iris MacCarthy @HotMezarci50
175 Followers 911 Following Market analysis to execution. Precision is my edge.
DMENNA84 @danato84
252 Followers 1K Following Husband, Father, Stepparent, Brother, Uncle, Son, Sports Fan, & Information Junkie.
saxbliss @saxbliss
116 Followers 297 Following
Jessica Magowan @usfmr52534833
60 Followers 253 Following Process samurai. Sword of routine, shield of discipline.
The Market Historian @MarketHistorian
6 Followers 21 Following Nothing the market does today is new. I've got the receipts to prove it. Lessons, not tips.
Jon Ruel @jonathanlruel
140 Followers 401 Following Investor. Focused on following and digging on a few stocks at once. Avid curator of investment podcasts and tweets.
InsolventUncle @InsolventUncle
5 Followers 55 Following
matt @matt104107
1 Followers 202 Following HomoSapiens are nothing more than Designer-Cattle on someone else's Animal-Pharm. Of all Deceptions in this False, Deceptive Construct, "Love" is the Greatest.
Jackson @mals_chim
5 Followers 30 Following
Big Money Radar @BigMoneyRadar0
1 Followers 15 Following See what the world's best investors are buying. Follow for daily updates on the biggest trades made by congress members.
S @sbuyback
5 Followers 882 Following
Jérémy ROUGIE @JeremyRougie
137 Followers 5K Following
郑钱花 @georben0311
7 Followers 53 Following
Zaid Bilal @zaidbilalbutt
1 Followers 14 Following
Joel Hallinan @JoelHallinpkya
31 Followers 80 Following
Jason Bird @birdjt27
137 Followers 1K Following
Gagné Brandon @BrandoGagne
16 Followers 153 Following
Andreas Steno Larsen @AndreasSteno
297K Followers 2K Following If you cannot show it in a meme, then it is not true.. Macro and hunting 5-10x equity cases @RealVision 🍾 Also founder of https://t.co/XDcwDI88kQ
Liz Ann Sonders @LizAnnSonders
813K Followers 782 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Danielle DiMartino Bo... @DiMartinoBooth
338K Followers 460 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Holger Zschaepitz @Schuldensuehner
386K Followers 360 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Bob Elliott @BobEUnlimited
305K Followers 792 Following CIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit | Comments not investment advice
Callum Thomas @Callum_Thomas
138K 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.
Lance Roberts @LanceRoberts
105K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Eric Basmajian @EPBResearch
130K Followers 287 Following The economy moves in a sequence. Read it before consensus does.
Michael A. Arouet @MichaelAArouet
558K Followers 1K Following Compounding. Economy & politics, investing, charts and irony. Born in Europe, made in USA. No investment advice. I’m not on Threads, Telegram, Bluesky etc.
ISABELNET @ISABELNET_SA
69K Followers 21K Following Advanced Stock Market Forecast for Professionals & Individuals available on https://t.co/BINsAzHa69 • 95% Correlation since 1970 • R² = 0.90 • Tweets ≠ Advice
Jesse Felder @jessefelder
171K Followers 25 Following Founder and editor of The Felder Report and host of the Superinvestors and the Art of Worldly Wisdom podcast.
Bespoke @bespokeinvest
267K Followers 1K Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Kantro @MichaelKantro
113K Followers 980 Following Chief Investment Strategist @Piper_Sandler. Voted Wall Street's #1 Portfolio Strategist in '24 & '25. #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
jeroen blokland @jsblokland
124K Followers 447 Following Founder of Prestige Investment Partners. Manager of the Blokland Smart Multi-Asset & Sound Money Fund. Scarce assets. Author of The Great Rebalancing.
Ryan Detrick, CMT @RyanDetrick
223K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM
SpotGamma @spotgamma
151K Followers 304 Following We analyze options flows to see how it drives stock. View our free FlowPatrol report: https://t.co/xwGfGmpUUx
Grant Williams @ttmygh
145K Followers 987 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Von Greyerz. Retweets ≠ endorsements. Likes = bookmarks. WONT SHILL CRYPTO
WALL ST JESUS (FZN) @WallStJesus
181K Followers 7K Following Sweeper activity, flow, positioning, sentiment.. 30+ years in the markets. On the mic daily @FuzionTrader
Jens Nordvig @jnordvig
69K Followers 2K Following President and Co-Founder of Vanda. Previously founded Exante Data and MarketReader, and worked at Goldman Sachs, Bridgewater and Nomura. PhD in Economics
Brandon Carl @brandonjcarl
11K Followers 1K Following Markets, Macro, AI, Tech. Trying to make the world a better place. https://t.co/FeT5NN13Gz
Thomas Chua @SteadyCompound
84K Followers 446 Following Founder, Steady Compounding. Author, The Lunch Break Investor. Businesses strong enough to do the heavy lifting, so I can get on with living.
Peter Berezin @PeterBerezinBCA
54K Followers 862 Following Chief Economist @bcaresearch Formerly with Goldman Sachs & IMF. Aside from my trading log @StockcoachPB, this is my only account on X.
Joey Politano 🏳️... @JosephPolitano
94K Followers 2K Following Writing a data-driven newsletter about economics @ https://t.co/IanQ9oPoPi | Nuance? In this economy? | Full Employment Stan, Brazilian Coffee Tariff Victim
Joseph Gagnon @GagnonMacro
8K Followers 117 Following International macroeconomist at the Peterson Institute for International Economics. Formerly worked at the Federal Reserve Board and US Treasury.
Le Shrub🌳 @agnostoxxx
157K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Gregory Brew @gbrew24
60K Followers 4K Following Senior Analyst, Iran and Oil @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.
Capital Group @CapitalGroup
128K Followers 184 Following Capital Group, home of American Funds®, has focused on providing superior long-term investment results since 1931. Important information: https://t.co/WoXpshbREc
Augur Infinity @AugurInfinity
11K Followers 5K Following Global macroeconomic and financial markets in charts, created using Infinity, an AI-powered analytics and visualization platform.
igorizuchaetcrypty @igor_mikerin
5K Followers 712 Following The mouthpiece of truth and the voice of freedom. Ex. Head of Growth CIS @aevoxyz. Polymarket believer.
Ayesha Tariq, CFA @AyeshaTariq
57K Followers 945 Following Mother | I analyze macro, markets & companies to find investments | There's always a story behind the numbers |
BloombergNEF @BloombergNEF
76K Followers 477 Following BloombergNEF (BNEF) is a strategic research provider covering global commodity markets & disruptive technologies driving the transition to a low-carbon economy.
Craig Fuller 🛩🚛... @FreightAlley
114K Followers 6K Following Freight affiliated media. Founder - FreightWaves: Freight market intelligence SONAR: High-frequency freight data Firecrown: enthusiast media esp. transport
SentimenTrader @sentimentrader
270K Followers 714 Following The Sentimentrader Advantage: Over 20 years of exclusive, data-driven insights and unrivaled market sentiment tools.
Vanda Research @vandaresearch
5K Followers 957 Following Tactical Macro Specialists. For more info on investor positioning, tactical asset allocation recommendations or to trial the research, email [email protected]
Patrick Saner @patrick_saner
83K Followers 709 Following
Jeanna Smialek @jeannasmialek
67K Followers 2K Following Brussels bureau chief @nytimes. Author of "The Invisible Hand of Maria Edgeworth." Out in October, available for pre-order now.
Elena Popina @lena_popina
3K Followers 1K Following US Equities team leader @Bloomberg. @newmarkjschool adjunct. Here for all things $VIX.
Conor Sen @conorsen
108K Followers 299 Following Founder of the Housing Frame on Substack. Housing, markets, economy. Ex-@opinion. Suburban dad. The future is a policy choice.
Maverick Equity Resea... @Maverick_Equity
10K Followers 796 Following Independent Investment Researcher & Investor: stocks, bonds & more 🇺🇸🇨🇭🇪🇺🇨🇦 Risk management & hedging. No hype and no advice. A Roger Federer fan ...
Tom Fishburne @marketoonist
18K Followers 1 Following Creator of Marketoonist and Insightfully Funny Keynote Speaker. New cartoons posted to my newsletter https://t.co/3XUBSoR3MF
Global_Macro @Marcomadness2
14K Followers 2K Following Chief Investment Officer, Fed Watcher, Author and TV/radio Contributor. Opinions are my own.
Peter Garnry @petergarnry
12K Followers 238 Following Peter Garnry, CFA, is an investor with 14 years of experience in global equities and was formerly Chief Investment Strategist at Saxo Bank
Council of Economic A... @WHCEA46Archive
25K Followers 14 Following This is an archive of a Biden administration account, maintained by the National Archives and Records Administration.
Robin Wigglesworth @RobinWigg
82K Followers 2K Following Editor of @FTAlphaville and co-host of The Story of Money. Norwegian despite the Harry Potter-esque name. Author of A FABULOUS DEBT and TRILLIONS.
Most Ridiculous Bear ... @MRBullMktEver
8K Followers 1K Following Husband / Father / Avid Golfer / Space Tweets / Don't Follow My Trades / https://t.co/Foop3mpQ2r
Ali Wolf @AliWolfEcon
26K Followers 2K Following Chief economist at Zonda | All things housing, labor markets, and consumers | Involved in monthly meetings with the White House to discuss real estate trends
Eric Corbeil @ercorbeil
424 Followers 164 Following Investment Strategy, Fan of Travel. All tweets are for informational purposes only.
Kyla Scanlon @kylascan
205K Followers 974 Following CNN, Foreign Policy, NYT Opinion, Vanderbilt Policy Accelerator Daily econ explainers In This Economy?” + Kyla's Newsletter [email protected]
Mike Zaccardi, CFA, C... @MikeZaccardi
80K Followers 94 Following Financial writer. Markets & charts. Subscribe for exclusive charts, direct engagement, and a follow-back. Open to freelance or full-time work.
HFI Research @HFI_Research
124K Followers 77 Following Contrarian Investment Research: Energy (Oil & Gas)
Europe Elects @EuropeElects
186K Followers 141 Following 📊🗺🗳 Poll aggregation and election analysis in Europe #EP2029 📧 [email protected]
MACRO OPS @MacroOps
31K Followers 2K Following Triangulating markets through technicals, sentiment, & macro MO: A Community for traders seeking an uncommon edge https://t.co/4VCCRiG5bE
Stephen Spratt @StephenSpratt
8K Followers 1K Following DM rates // FX. Opinions my own and do not reflect my employer's position.
Karen Braun @kannbwx
94K Followers 156 Following Chief Market Analyst @ Zaner Ag Hedge Access my Newsletter ➡️ linked below Ex Reuters Ag Columnist Meteorologist by training, gymnast for life Views are my own
Kailash Concepts @KailashConcepts
16K Followers 3K Following Behavioral #Finance, Portfolio Strategy & #Quantamental Tool Kits KCR What’s In Your Portfolio?TM Disclaimer: https://t.co/uKOhDw5bR0
Dave Wilson's Archive... @TheOneDave
9K Followers 233 Following Spent almost 40 years in business journalism before retiring in January 2022. Opinions were mine -- and still are, mostly.
Morten Lund @meremortenlund
3K Followers 244 Following 🇩🇰 Chief Scandinavia Economist @JPMorgan, former ⚽️-player. Mainly tweet about global markets & TAA. Occasionally politics & football. GGMU. 🔴⚪️⚫️
Macro Charts @MacroCharts
197K Followers 958 Following 30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.
Nautilus Research @NautilusCap
51K Followers 745 Following A Research boutique providing institutional investors with insight for today's markets. Not investment advice. https://t.co/GMYzzgharSTrends for United States
You might like
Liz Ann Sonders
@LizAnnSonders
813K Followers
Mohamed A. El-Erian
@elerianm
1.1M Followers
David Rosenberg
@EconguyRosie
309K Followers
Lisa Abramowicz
@lisaabramowicz1
443K Followers
Robin Brooks
@robin_j_brooks
392K Followers
Macro Charts
@MacroCharts
197K Followers
Jim Bianco
@biancoresearch
777K Followers
Jeffrey Gundlach
@TruthGundlach
562K Followers
SentimenTrader
@sentimentrader
270K Followers
Otavio (Tavi) Costa
@TaviCosta
323K Followers
Christophe Barraud �...
@C_Barraud
212K Followers
Topdown Charts
@topdowncharts
66K Followers
S&P Global PMI™
@SPGlobalPMI
73K Followers
John P. Hussman, Ph.D...
@hussmanjp
97K Followers
Danielle DiMartino Bo...
@DiMartinoBooth
338K Followers