Stochastic Adventure @Stochastic_Adv
Joined April 2015-
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This is the advice for budgeting your purchases, based on what we are seeing from our online scraped prices (thanks to our master scraper @JDanial18 for tariff-hit goods: 1) Don’t dawdle on buying household furnishings and appliances. If you want that toaster, microwave —get it…
Small NC town Spruce Pine have been producing high purity semi grade Quartz crucible for the entire semi industry. Including Iota-8 99.9992% (5N2) purity Quartz. How is China dealing w/ this clear choke pt? Pacific Quartz is 1 well known Chinese supplier, but it goes well beyond…
Here is a unique opportunity to really see the difference between Comex gold and London gold pricing. Look at these two charts. One of them is essentially London spot Price. The other is the Comex February futures contract. The February futures contract, however, is basically in…
The second notable point were the famous comments on the 50,000 “hoppers” (the H-series nVidia chips). Notably Dario did backtrack from the original comment about 50,000 H100s.
In Expression, we define the front and back of the curve using a series of nested If statements. This is the only way we can use the parameters box as a selection. NOTE: Because Parameters are numeric I cannot differentiate 3M vs 3Y so here I am using 3 to point to 3M.
IT WORKS! Demo time 🥳 (next 10x productivity bump is here?) Suppose you must refactor a large codebase, e.g.: > "use I32 instead of U32 as the native number type" That task, by itself, is simple enough to be automated by Sonnet alone, right? Problem is: what if the codebase…
IT WORKS! Demo time 🥳 (next 10x productivity bump is here?) Suppose you must refactor a large codebase, e.g.: > "use I32 instead of U32 as the native number type" That task, by itself, is simple enough to be automated by Sonnet alone, right? Problem is: what if the codebase… https://t.co/Xed3WR3Dsd
Fed delivers anticipated 25bps rate cut. —A unanimous decision this time (Michelle Bowman dissented last time) —In September, the statement highlighted that job gains had slowed. In November, it notes that labor market conditions had generally eased since earlier in the year.
J.Powell when it comes to lowering rates
This is a long, in-depth, and thoughtful critique of BOJ governor Ueda's communication technique, and policy, where after his unrepentant testimony to the Diet last Friday, there will be "an erosion of trust." That's their opinion. Mine? This is 🐴💩.
This is a long, in-depth, and thoughtful critique of BOJ governor Ueda's communication technique, and policy, where after his unrepentant testimony to the Diet last Friday, there will be "an erosion of trust." That's their opinion. Mine? This is 🐴💩.
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HOW TO BUY YOUR FIRST HOUSE before getting into credit, I bought a bunch of residential real estate first time home-buying friends ask for my advice on the clown show that is THE BIGGEST PURCHASE OF YOUR LIFE Here's my no bullshit guide to buying your first house 👇🧵
Correlation between your signal and future returns is an important metric in quant trading. But what is a “good” correlation? Here’s a simple way to think about it.
This will be a litmus test for my broken-record rants about how rising leverage (debt/GDP) was largely driven by the multi-decade shift to leverageable long-lived assets like housing + how the shift to shorter-lived assets and services will result in deleveraging.
This will be a litmus test for my broken-record rants about how rising leverage (debt/GDP) was largely driven by the multi-decade shift to leverageable long-lived assets like housing + how the shift to shorter-lived assets and services will result in deleveraging.
Just discovered radio.garden and it's mind-blowing! Spin the globe to tune into live radio stations worldwide. 🌍📻
Seasonal Patterns for Agricultural Commodities It is typically the last old crop/old season or the first new crop/new season contract that attracts the largest producer hedge demand for a seasonal commodity. And then the rest of the term structure just prices carry relative to…
The Tokyo Stock Exchange released a 66-page Case Study PDF on How To Create Value For Shareholders. There are examples from 28 companies in myriad industries. This is a MUST READ if you're interested in JPY stocks. Things are changing in Japan 👇 jpx.co.jp/english/news/1…
Some details about Japan, the BOJ, the spread trade, and why and whether it may collapse. A 🧵
Some details about Japan, the BOJ, the spread trade, and why and whether it may collapse. A 🧵
(Vol trading ppt) by @ArturSepp Just in case one hasn't seen this already. Covers pretty much all the required bits I felt Trading VRP from pg 72 papers.ssrn.com/sol3/papers.cf…
Stat Arb @quant_arb
63K Followers 2K Following Crypto HFT/MFT QR | DMs open 📥 (plz no essays) | @QuantitativeArb | Views my own. Not financial advice.
The Senior Risk Manag... @salr_nyc
10K Followers 2K Following I trade options across several asset classes. The Forrest Gump of macro. I don't give investment advice, just my personal opinions. DMs open.
S @longskew
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Citrini @Citrini7
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Gisella @NikolausLi86240
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SabrinaSinclair @1zxf9gxgh6WdGt
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VickyAldington @9T53397Q7jQ119
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ViolaTemple @Uc15rEb47474Px
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LesleyDorothy @9CWV6aP42j4JM
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StaceyNicholas @678GJ5aguE1F9ZK
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NoviaJoule @b56rtaRhTzp4njw
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Cristina @Drieosi3391
57 Followers 2K Following Don’t be the girl who needs a man, be the girl a man needs.
Kaitlyn @xA4wLOC5vAt471
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Denise @TOhGQxARx71eu07
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DCF_ValueLab🇺🇸 @Flucawp029
31 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Hazel @DdI7d4YD0ceQCXM
32 Followers 1K Following
Imelda @Eepirdaj399
40 Followers 2K Following I’m learning to love the sound of my feet walking away from things not meant for me.
Carolina @f278KOBZ8L9A0
16 Followers 817 Following
Aidan Cruickshank @ACruicksha96886
55 Followers 3K Following
FintechStocks🇺🇸 @Duiloot403
31 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Ytuuige @Ytuuige17124
0 Followers 123 Following
Mwaojer @Mwaojer149955
22 Followers 535 Following
Morgan @Peerus480710
5 Followers 384 Following Risk comes from not knowing what you're doing. - Warren Buffett https://t.co/VLhccMomkD
GrowthAtValue🇺🇸 @Jarolea406565
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ETF_Arbitrage🇺🇸 @Meeuqog10207
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
decrypton @recryptoning
6 Followers 1K Following
Parker Ross @The_EconParker
688 Followers 3K 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🦬🇺🇸🇮🇱
Jeff @Jeff66947322
20 Followers 121 Following
Aubleafee @Aubleafee87404
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PaoPow Q. @PaoPow_Quant
1 Followers 32 Following
Brannigan Barrett @Trader_Brran
132 Followers 7K Following Pro Futures Trader 2011. 📈 "Edge is found within the application of the strategy."💡 IronMan Triathlete 🏊♂️🚴♂️🏃♂️ In Pursuit of consistent progression!🌟
Anson Tan｜CTA Algo ... @AnsonBalaena
19K Followers 2K Following CryptoAlgo🤖2-4% ROI monthly, basis spread arbitrage 👉https://t.co/flzmcmBIp3｜Largest AUM on Bybit Copypro “CyboTrend”| @the_tradveller @Balaena_Quant
Omid @otphy
36 Followers 148 Following
Ed Blyden @EdBlyden
41 Followers 2K Following I'm pretty good at breathing while sleeping. Zionism = Nazism = Genocide Fuck Israel
Alaric Crowe @AlaricCrowe
665 Followers 5K Following deploying at 3 AM • because sleep is for quitters ⬇️ hardhat / web3 / defi
Robot James 🤖🏖 @therobotjames
72K Followers 1K Following the people’s gambling champion https://t.co/Ne6Mr6Sg7q
cephalopod @macrocephalopod
64K Followers 398 Following Zuu sufu sufu chyu chyu chyu tsu zuu fufufuuu...
Corey Hoffstein 🏴�... @choffstein
79K Followers 1K Following CEO & CIO, Newfound Research | 🥞 Return Stacked® ETFs | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Tom Dante @Trader_Dante
292K Followers 0 Following Trader | 25 years in the business | Head of Trading, European Desk @raentrading | Creating consistently profitable traders
ltrd @ltrd_
34K Followers 225 Following In the constant process of mastering doing simple things right. HFT, Low-Latency, Algorithmic Trading.
CL @CL207
261K Followers 11K Following ex trading desk @ hokkaido ginko user @ google maps street view mid and small cap stocks/crypto mentions in reply = blocked no nsfw, no check dm, no telegram
Kris @KrisAbdelmessih
42K Followers 4K Following Stay groovy 🤙DMs open σ https://t.co/p0ss9OuitP 💡Twitter list curator 🎲Boardgames 👽Vol trading 🎸Guitars
The Senior Risk Manag... @salr_nyc
10K Followers 2K Following I trade options across several asset classes. The Forrest Gump of macro. I don't give investment advice, just my personal opinions. DMs open.
Euan Sinclair @SinclairEuan
31K Followers 433 Following vol trader, opinions are my own and may or may not be reflective of positions i hold. nothing should be taken as financial advice.
Double Chin Capital @OffTheRunTrades
35K Followers 235 Following https://t.co/zNSJcljYhC https://t.co/tcWY177Ful https://t.co/SvAB9a2mCq https://t.co/r7XBT9R1qp
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
S @longskew
2K Followers 1K Following
Darren 🥚🐣🕊�... @ReformedTrader
15K Followers 149 Following Trend, value, quality, carry, and volatility... Strength is made perfect in weakness. See the pinned tweet for compound return generators.
*Walter Bloomberg @DeItaone
1.0M Followers 41 Following Promote your firm on our feed. For inquiries, DM or [email protected]
Citrini @Citrini7
91K Followers 2K Following Thematic Cross-Asset Investor | @Citrini7 is my only account
Blueprintsmb @blueprintsmb22
13K Followers 505 Following Ex Wall Street / current owner of small manufacturing business via ETA. Trying to learn and get better while making mistakes every day
Scott Phillips @ScottPh77711570
16K Followers 2K Following https://t.co/nerydN5oDo highest stablecoin and HYPE yields on DeFi or I cut my dick off and eat it on stream
The Tail That Wags Th... @TailThatWagsDog
7K Followers 32 Following I design and develop decision support tools for AI-human hybrid investing. I am an Affiliate Service Provider for Signal Sigma @Signal_Sigma.
Paul Triolo @pstAsiatech
29K Followers 1K Following Unflinching look @ nexus: tech/geopolitics. Digital Econ, Semis, AI, Greentech, Partner, China/Tech Policy Lead DGA ASG, ASPI CCA. Substack: AI Decrypted
Umamusume: Pretty Der... @umamusume_eng
281K Followers 10 Following The official X for Umamusume: Pretty Derby. Available on iOS, Android and PC.
غدير العنزي... @Ghadeerlnz1408
430 Followers 128 Following Ex. Senior Market Research Analyst. Expert in oil market dynamics, economics & global energy trends محلل اول بحوث تسويقية ومتابع لاسواق النفط واقتصاديات الطاقة
Melody Wright @m3_melody
40K Followers 430 Following Strategist, Writer, Technologist, GFC 1 Survivor. Tweets about housing, mortgage finance, commercial real estate, macro and technology. Not investment advice.
Barak Ravid @BarakRavid
398K Followers 822 Following Global Affairs Correspondent for Axios. CNN analyst. Washington correspondent for Israel's channel 12. Author of Trump's Peace. link in Bio
Unicus @UnicusResearch
12K Followers 1K Following An independent short-only investment firm. X is Not Fin Advise. Short: https://t.co/ofRJpAEMjI Macro Credit: https://t.co/zJJixDTTDn
Amanda Goodall @thejobchick
31K Followers 132 Following I call shake-ups before the Street trades them | InsiderEdge LIVE M–F 9am PST (link below👇) | Yahoo Finance | Mom of 9 | Trade like you have the CEO’s playbook
Chris Stadele @ChrisStadele
2K Followers 7K Following Author of @Livesquawk's Commodity Corner Newsletter. Talks about #markets #trading #investing #commodities #crypto.
William Huo @wmhuo168
43K Followers 1K Following Princeton, Intel's first Chief Representative in Beijing.
Mr. VIX @yieldsearcher
14K Followers 2K Following Nothing special. Fixed income background. Just love macro and global affairs. Not a flow guy, so there will be no investment/trading/financial advice.
Chinese Embassy in US @ChineseEmbinUS
324K Followers 615 Following Official twitter account of the Embassy of the People's Republic of China in the United States of America
Commodity Wx Group @commoditywx
9K Followers 68 Following Commodity Weather Group, LLC (CWG) helps its clients manage and mitigate the weather’s important impacts on agricultural and energy commodities.
bob coleman @profitsplusid
29K Followers 366 Following Idaho Armored Vaults stores all physical precious metals outside the financial system in insured, segregated, and armored vaults.
Christina Qi @christinaqi
28K Followers 432 Following CEO @DatabentoHQ | MIT Board of Trustees | Hedge fund & startup advice - 100% human-written quantitative tutorials, 0% AI slop
Monetary McFly 🪰 @Monetaryguy589
5K Followers 647 Following Buzzing around the monetary ledgers and the tokenized assets that will soon connect them all together 🏦🔜📱
Keji Mao (毛克疾�... @kejimao
9K Followers 294 Following Analyst at International Cooperation Center, Founder of the South Asia Research Brief, Visiting Fellow at Harvard Yenching Institute (Views are my own)
Kakashii @kakashiii111
21K Followers 1K Following Attorney | Due Diligence and Red Flags | Semiconductors and the Magnificent 7 | Geo-Politics and Technology focusing on China | [email protected]
Yuzhe He @Yuzhehere
413 Followers 2K Following Journalist. Previsouly in Fujian, Hubei, now Beijing. My Substack Newsletter on China climate👇 views not representing @XHNews "撑起两根穷骨头，养活一团春意思。"
Hussein Askary @HusseinAskary
6K Followers 628 Following He who learns but does not think is lost. However, he who thinks but does not learn is in great danger. Confucius
DeepSeek @deepseek_ai
972K Followers 0 Following Unravel the mystery of AGI with curiosity. Answer the essential question with long-termism.
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 🇬🇧🇰🇾🇺🇸
JustDario 🏊♂�... @DarioCpx
68K Followers 377 Following Synnax Co-Founder & COO | Clearpool | Crypto, Value, Macro and Facts. All my research on https://t.co/Mtt7Xm0Q1F
HK Nik @hk_nik
3K Followers 621 Following
pmbug @pmbug
2K Followers 727 Following Goldbug + silverbug = PMbug. Owner/admin of https://t.co/v9i5xVsNpg. Advocate for sound money and liberty.
Julien Hebert Nguyen @Julien_Hebng
205 Followers 617 Following Systematic trader larping as a sellside broker. Views on Twitter are my own, not investment advice, bla bla bla…
People's Art of War �... @pplsartofwar
24K Followers 2K Following Power, geopol, strategy, and military. Random takes | Ex soldier and tech consultant | alt acct: @officepol | https://t.co/Gffjhs5Xle
247AG @247dotAg
11K Followers 75 Following Assisting grain producers for over 2 decades in growing profits through common sense marketing strategies.
Geoffrey Fouvry @GraphCall
9K Followers 200 Following Connect the Financial dots unapologetically. Scouring financial analysis, in patented big-data & augmented web delivery ex hedgie 👇 get your free account
OnlyFund @OneHotCode1
7K Followers 337 Following Mercenary at your local Multistrat hedge fund. HF recruiters wet dream... In between gardening leaves
Warwick Powell | 鲍�... @baoshaoshan
9K Followers 791 Following Adjunct Professor | Author | China | DLT | Value Flows | Blockchains | Global Political Economy | Digital Economy | Geopolitics | all the usual disclaimers
Lei Gong @gonglei89
19K Followers 118 Following Mostly tweet about politics, econ, tech, and China. Find me @ https://t.co/Y5mI4BJnVE
Yanis Varoufakis @yanisvaroufakis
1.2M Followers 512 Following Economics professor, quietly writing obscure economic texts for years, until thrust onto the public scene by Europe's inane handling of an inevitable crisis
Bruno Maçães @MacaesBruno
131K Followers 2K Following Author and writer. “Dawn of Eurasia,” “Geopolitics for the End Time,” “Belt and Road,” “History Has Begun,” and the definitive masterpiece, “World Builders”
LeoTheTiger @ES_F_Leo
25K Followers 495 Following
Elijah J. Magnier �... @ejmalrai
172K Followers 3K Following VetWar Chief Int Crspdnt +35yrs,West Asia, Africa & Europe. Advisor to MEP Iraq'Rapporteur; Polemologist. https://t.co/NPiNViLJRw
宏观边际MacroMarg... @MacroMargin
167K Followers 517 Following Macro Research Analyst ，持续跟踪宏观趋势的边际变化，聚焦中国宏观政策、美联储风向，了解订阅宏观分析跟踪系统和政策简报👇
Charles Gasparino @CGasparino
240K Followers 5K Following Charles Gasparino is a FOX Biz Senior Correspondent, NY Post columnist & author of Go Woke Go Broke; The Inside Story of the Radicalization of Corporate AmericaTrends for United States
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