Lewis M. Johnson @TrendsTailRisks
Co-founder of +$2 billion (in AUM) investment advisor. Value investor. Bibliophile. Alabama football fan. Fish fear me. Disclosure: https://t.co/aIbyxumplw capitalwealthadvisors.com Naples, FL Joined May 2015-
Tweets6K
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Following479
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A great Naples weekend! Mutton snapper. Too small, sad. Frangipanis! Turandot with superb tenor & soprano. @MiamKitty Life is good.
Beautiful tarpon!
All the central banks pivoted too early in false hope of beating inflation. Many now reversing it. Australia starting process The December pivot & 1Q23 easing were such massive mistakes. But let them make the mistake. Now live with the consequences. Rest of year gonna be tough
Coming soon!
What‘s the easiest way to reduce burden of excess debt/GDP? Financial repression. Spoiler, coming to theater near you. Via @acemaxx
Flamingos back in Florida! miamiherald.com/news/local/env…
Great question!
He's not wrong.
Keep an eye on this South China Sea area for future US-China conflict
Keep an eye on this South China Sea area for future US-China conflict
Noteworthy!
Not a bad way to think about one of the factors driving gold to a new all time high.
Not a bad way to think about one of the factors driving gold to a new all time high.
Our current view on gold, silver and how we are investing in what we think is a new secular commodity bull market with @howardlindzon
Our current view on gold, silver and how we are investing in what we think is a new secular commodity bull market with @howardlindzon
Whoa! Are US Treasury term premia breaking out higher?
Daniel is an original and independent thinker whose insights I value.
Daniel is an original and independent thinker whose insights I value.
Surprise! Its almost as if leadership were changing...
Surprise! Its almost as if leadership were changing...
Other central banks about to cut rates? They can not afford to pay high interest payments. They will let #inflation run hot and do yield curve control and debt monetization?
These numbers are huge
What does this guy know about AI!?
What does this guy know about AI!?
Quite the production deficit in silver
Coronado 'Porch' Lind.. @howardlindzon
277K Followers 1K Following GP @socialleverage, CEO @stocktwits (co-founder), founded Wallstrip (acquired by CBS), seed @robinhoodapp @manscaped @etoro @alpacahq @beehiiv @grassclippingsc
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Steel Dude @steelmarketnews
7K Followers 104 Following ferrous steel market analyst. for subscription to paid service, dm.
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Turkey Scrap Guy @TurkeyScrapGuy
3K Followers 67 Following Alex Reynolds - McCloskey, part of Dow Jones - Watching Turkish and global scrap/steel markets. Views are my own
LesleyTout @8Sy1pgMD8JVBmyz
0 Followers 73 Following
Tatethis @Tatethis161985
31 Followers 701 Following
Snoathirt @snoathirt62467
0 Followers 55 Following
McTorse @McTorseu3i5z_
0 Followers 17 Following
Theytha @Theytha48335
0 Followers 48 Following
Ajit Aia @ajitaia
14 Followers 3K Following
Tim Cummings @tcummings
182 Followers 451 Following Texas Land investor in rural markets in the path of growth, compounding holdings. Need more sites in Ellis, Navarro, Johnson & Hill Counties (all south of DFW).
Cliff Goldstein @CG_SF_NY
817 Followers 2K Following Fintech Partnerships Guy • Former @mercury @AskSecfi @UpgradeCredit @NerdWallet & @GoldmanSachs • @georgetownhoyas
Ida @deese_ida36
231 Followers 3K Following
ishaan bhardwaj @ishaanb21939748
54 Followers 2K Following
Scott Masten @ScottMasten
267 Followers 3K Following still learning, waiting to vote again, planning to go fishing, watching my kids do amazing things
N Hill @Gbssystems1
88 Followers 586 Following
Rafael Gray @Rraff
21 Followers 3K Following
Ñako @JGallego1212
17 Followers 235 Following
J Kirchoff - Health @JKirchoff3
1 Followers 13 Following
Slim Beleggen @SlimBeleggen
18K Followers 2K Following Alles over beleggen, economie, beurs, aandelen, grondstoffen, olie, aardgas, valuta's, munten, goud, zilver, groeimarkten, groeilanden, China, obligaties, TA
Charlie @C_apple4
84 Followers 598 Following
nadical1 @nadical1152468
39 Followers 89 Following
ike @ikejin1
176 Followers 1K Following
Chris @seoulbtc
779 Followers 2K Following Interests: ecommerce, crypto, small business, bogleheads, fitness/healthy living. Former digital nomad and now basically retired.
Joe Collins @jpkyblue
48 Followers 234 Following
Evan Pierson @EvanPierson8
186 Followers 1K Following
Cynan Rhodes @CynanRhodes
574 Followers 3K Following Co-founder of @AlphaCaptureXYZ / Alpha Capture Protocol. Enjoy running up big hills.
alex b @Alexander_Bass
3 Followers 890 Following
S @sharadv
297 Followers 2K Following Explorer in life. The quickest paths are not always the best paths.
TM™ @yard_vark
279 Followers 957 Following Gold-bug, Option trader, Packers Owner, all-around nerd. 'Socialists wouldn't be socialists if they understood economics' - Hayek
Shiv Sharma @shivsharma_5
7K Followers 2K Following President & GM @Stocktwits @StocktwitsIndia. Former @AWSCloud, @Cisco_Invests, Fidelity International, @RBCCM
Jim Haggerty @jlhaggerty1
137 Followers 1K Following
MediumHusky @husky_medium
23 Followers 205 Following Humanitarian Travel US News Business & Finance Technology
G. Hill @bsgch
112 Followers 2K Following
Jack @JDNgolf
159 Followers 687 Following
Menachem Chaim @Menachem_Chaim
775 Followers 3K Following “I’m doing well despite all the anti-semites” Albert Einstein
Big Tits @PadraicSy
58 Followers 186 Following
Ryan @BlackOak_RD
210 Followers 1K Following
Don McClung @dmcsee
211 Followers 1K Following
Mike Hodges @mikehodges
975 Followers 2K Following CEO of MACARTA, interactive pro, dad of 3, golf lover.
Breanna Grindley @BreannaGri89609
71 Followers 3K Following
Tobias Serup Deichman.. @serup_tobias
58 Followers 383 Following
Coronado 'Porch' Lind.. @howardlindzon
277K Followers 1K Following GP @socialleverage, CEO @stocktwits (co-founder), founded Wallstrip (acquired by CBS), seed @robinhoodapp @manscaped @etoro @alpacahq @beehiiv @grassclippingsc
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Nassim Nicholas Taleb @nntaleb
1.0M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Jurrien Timmer @TimmerFidelity
185K 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
Walter Deemer @WalterDeemer
89K Followers 98 Following Retired institutional market analyst (1964-2016)
Javier Blas @JavierBlas
296K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Steel Dude @steelmarketnews
7K Followers 104 Following ferrous steel market analyst. for subscription to paid service, dm.
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Turkey Scrap Guy @TurkeyScrapGuy
3K Followers 67 Following Alex Reynolds - McCloskey, part of Dow Jones - Watching Turkish and global scrap/steel markets. Views are my own
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
HighSatiety Diet @HighSatietydiet
648 Followers 193 Following (Active mid 2023): An evidence-based approach to decrease hunger and promote long-term weight loss, through low energy-dense, high protein and high fibre meals.
George Gammon @GeorgeGammon
259K Followers 82 Following Macro Addict | Investor| Libertarian...I try to help people increase their wealth/freedom. 650k+ subs on Youtube. Media requests: [email protected]
American Optimist @AmOptimistShow
4K Followers 136 Following Official Account of @JTLonsdale's American Optimist podcast 🎙📺 NEW EPISODES: https://t.co/Xyd50Ribve
Rob Gramlich @RobGramlichDC
9K Followers 2K Following Pres of Grid Strategies LLC, Co-founder @Cleanenergygrid, @WATTCoalition, @PwrMrktsForum. Ex-@ferc, @pjminterconnect, @USCleanPower. #energytwitter
Brian Janous @BrianJanous
893 Followers 338 Following sustaining the growth of the cloud with clean energy, husband, dad, generally loving the outdoors in the PNW
Macro Charts @MacroCharts
164K Followers 970 Following 30 years in markets. Combine charts and proprietary Core Models. Fund Manager. Strategic Advisor to Global Funds and Family Offices.
Simon @sich8
17K Followers 16 Following It's true: Charts help to predict the future ~ “Untethered from Gold, the dollar floats on a sea of hope & guesswork”. Nothing here is financial advice 🇬🇧
Rep. Alexandria Ocasi.. @RepAOC
782K Followers 604 Following This account is maintained by federal staff to share services and legislation relevant to constituents of NY-14.
Rick Rule @RealRickRule
59K Followers 102 Following President and CEO, Rule Investment Media LLC #goldinvesting #resourceinvesting Views expressed are my own.
Gold Investor Researc.. @CRutherglen
12K Followers 234 Following Unique and in-depth analysis of the gold and precious metals markets based on data-driven research.
Gold Telegraph ⚡ @GoldTelegraph_
320K Followers 986 Following Gold, Silver, Crypto, Commodities, News, Macro, Commentary, and The Unmasking of Economic Truths. 🌍
Bai, Xiaojun @oriental_ghost
11K Followers 930 Following 白银黄金投资，财经，摄影，艺术，健身，旅行。Silver/Gold，CEO of Investment，DVE for Movie production。
Ian Ellis @ianellisjones
33K Followers 968 Following Founder ✈︎ IEJ Media ⚡︎ I write about & try to make sense of what matters most ⚡︎ Puncturing false narratives of adversaries ⚡︎ ex @goldmansachs ⚡︎ Newsletter ⇩
Kevin Muir @kevinmuir
52K Followers 3K Following All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.
Erik @erik_ywr
746 Followers 75 Following
Whitney Baker @TotemMacro
11K Followers 47 Following Founder & CIO, Totem Macro. Flows-based uncorrelated Global Macro alpha, lovers of linkages, scotch egg enthusiasts.Keep calm & jamon.Not advice (except jamon).
Matteo @mlunghi2000
2K Followers 3K Following 23. Tech Lead @PalantirTech | prev. AI & crypto startups + @BrownUniversity | views my own
Gokarp @PLTRs_Palantir
4K Followers 292 Following The Palantir Investor Fellowship is the go to place for all things Palantir. Come journey to Valinor via Valhalla with like minded Palantards and investors.
The Obesity Society @ObesitySociety
35K Followers 139 Following committed to improving the lives of those with obesity and promoting the interdisciplinary nature of obesity research, management and education.
Jamy D. Ard @drard
699 Followers 432 Following Winston Salem weight loss doc...he's the same forward and backward
The Idea Farm @TheIdeaFarm
5K Followers 2K Following Investment research service led by @MebFaber 📩 Newsletter: https://t.co/YGoVjjHIMj 🎙️ Podcast: https://t.co/qD32TsE3uV 📺 YouTube: https://t.co/VrojlwvREM…
Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALR
Greece Sotheby's Inte.. @greece_sir
420 Followers 90 Following Greece Sotheby's International Realty is Greece's leading luxury brokerage firm offering an outstanding selection of the country 's finest homes.
jane anson @janeansonwine
23K Followers 2K Following Covering Bdx & icon wines on the Place. Author Inside Bdx, Wine Revolution, Bdx Legends, Angélus, Club of Nine, Haut-Bailly. IWSC 2023 Wine Communicator Trophy.
Shyam Sankar @ssankar
15K Followers 212 Following CTO @Palantirtech, Chairman @Ginkgo https://t.co/oaEBf1su2x https://t.co/mf1cSAPtef
Jack Kemp Foundation @kempfoundation
2K Followers 521 Following We develop, engage and recognize leaders who champion the American Idea from the local to the national level. https://t.co/jSiDQRPPJP
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Michael Ashton @inflation_guy
16K Followers 183 Following Check out the Inflation Guy podcast at https://t.co/IkrlMfK1oI . Visit our website at https://t.co/cEgFwkXfwQ !
Michael A. Arouet @MichaelAArouet
75K Followers 767 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Palantir Mafia @PalantirMafia
1K Followers 82 Following Just a Enthusiast with a healthy obsession for Palantir (PLTR)
Everglades National P.. @EvergladesNPS
74K Followers 379 Following America’s Everglades—The largest subtropical wilderness in the United States.
C.A. Richardson @FlatsClass
6K Followers 4K Following TV Host, Pro Angler, American Patriot and Family Man... absolutely no free time but I love it all! Learn more about me at https://t.co/KsFziLGobf
Captains4CleanWater @Capt4CleanWater
2K Followers 226 Following Fighting for clean water, healthy estuaries, and America’s Everglades.
Warn Tracker 2.0 @j77324
4K Followers 339 Following Interested in markets, and my opinions are not financial advice.
Palantir Daily @DailyPalantir
15K Followers 4 Following Covering the world of Palantir, (NYSE: PLTR) daily. Check out our AI $PLTR assistant ➡️ @hobbitsai
CollierCountySheriff @CollierSheriff
30K Followers 342 Following Collier County Sheriff's Office: Keeping Collier County a great place and a safe place.
LifeInNaples @LifeInNaplesMag
4K Followers 408 Following Highlighting all that's good about Naples. Lifestyle Magazine for Naples, Florida
Jeff Bezos @JeffBezos
6.4M Followers 355 Following Amazon. Blue Origin. Washington Post. Bezos Earth Fund. Bezos Academy.
Adam Taggart @menlobear
79K Followers 166 Following Founder & host of Thoughtful Money Media inquires: [email protected]
Jawad Mian @jsmian
40K Followers 504 Following Tweeting about life and markets, which I submit to you are intertwined. Founder of Stray Reflections community. Author of https://t.co/887y4ZhFOy.
Mark Yaxley @YaxleyYax
2K Followers 107 Following Co-founder and CEO of Strategic Wealth Preservation (SWP), a global precious metals dealer and secure storage provider. Big fan of dogs, not politicians.
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqVColumbia: on the upside, seems like a good reason to revoke tenure and cut counter productive staff. Could use the savings to hire more STEM professors. x.com/probablyreadit…
NOW: Columbia University faculty link arms and form a wall in front of the entrance to the ‘Gaza Solidarity Encampment’ as hundreds of students encircle the both lawns Students remaining in the encampment were told they could face disciplinary action after 2PM
I ❤️ Texas
No encampments will be allowed. Instead, arrests are being made.
Amazing picture. And interestingly, this has happened while unemployment rates are broadly stable in both economies.
Everyone knows the US-Eurozone growth divergence is happening, but it's really bonkers when you look at it like this. (Chart via BCA Research)
Hospital systems have justified horizontal mergers for years claiming that larger scale will lower costs and raise quality. We now have the 3rd study showing that merged systems, even if in different markets, materially raise prices & don't improve quality measures. via @statnews
Princeton student praises NORTH KOREA for never ‘establishing diplomatic relations with Israel.’ A student speaker praised Kim Jong Un’s repressive regime as the crowd cheered and thanked North Korea for providing ‘moral and material aid’ to the terror group, Palestinian…
#XiJinping, who doesn’t want to suffer the embarrassment of a big currency devaluation, is choosing the slow-death option for the #yuan, which means he’s choosing the slow-death option for the economy, financial system, and #China itself. See: finance.yahoo.com/news/yuan-deva….
Seems bullish…🤷♂️🤷♂️ no?? 🤣🤣
Goehring and Rozencwajg: "The world’s two largest producers are now both short of #uranium....these inventories would soon deplete entirely, making this cycle different....we predicted the uranium bull market would soon become chaotic– that period is now upon us"
Roast chicken in its jus, cavolo nero and roasted sweet potato with garlic and rosemary. Pretty basic stuff but great for a Sunday lunch time. @MiamKitty @RhodieHouse
Always lovely!
Roast chicken in its jus, cavolo nero and roasted sweet potato with garlic and rosemary. Pretty basic stuff but great for a Sunday lunch time. @MiamKitty @RhodieHouse
@geeksplainer @parkerhendo If I may… Killban Kanban for the Killchain.
How it feels after a @MiamKitty week-end! 😂 h/t @St0neP1ne
@Pleasedontspame @McClellanOsc @BillAckman this is why collective punishment is generally frowned upon internationally
@Pleasedontspame @McClellanOsc @BillAckman Your university did irreparable harm to you. Go to court I also won’t hire Colombia.
@McClellanOsc Does this apply only to Columbia? Or also Harvard, Princeton, Stanford, Yale, MIT, Harvard and Oxford. I mean if you want to dox every Ivy League school. Then that just means more great hiring options for the rest of us
As long as China thinks that adding more assets/debt to their residential RE situation is a solution to their unbalanced economic model problem, the bigger the problem will become.
Nanjing, a key T-2 city with home prices rivaling that of the T-1 cities’, is starting the “selling old (homes) for new” program (以旧换新). More and more cities are joining the fray. It will help the demand for living-condition improvement. China seems to be on the verge of…
big lol
Attention job seekers. I will not hire any recent graduate of Columbia, because that school is so tainted that I will not be able to trust in the character nor the educational attainment of any of its students. And I furthermore will not hire any older graduates either, because…
Attention job seekers. I will not hire any recent graduate of Columbia, because that school is so tainted that I will not be able to trust in the character nor the educational attainment of any of its students. And I furthermore will not hire any older graduates either, because…
Watch
Geopolitics of World is Changing Rapidly. Iran, Russia, North Korea & China have jointly presented a Challenge to the Western Alliance for which they don’t seem to be Prepared for. @Gen_RajShukla & I discuss this emerging scenario. youtu.be/NLZOqjexl_w?si…
A lot of the "commercial" category of traders in the COT Report are producers, using the futures markets to lock in pricing for their future production. These traders are increasingly saying that this is a good price at which to lock in, meaning that they don't figure on prices…
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