Sam01 @ZeroSamOne

Never buy something unless you know to whom you can sell it Joined December 2017

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Amit Noam Tal @amital13

2 days ago

Supply Chains Have Broken - Now Comes the Dollar Shortage💥🔥 Supply chains, much like a fine dining experience at a luxury restaurant, appear polished and seamless on the surface - yet beneath lies a complex global web of coordination, interdependence, and logistics. In the…

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Luke Gromen @LukeGromen

5 days ago

MOVE UST Volatility Index (blue, RS) v. DXY (red, LS). (Large US twin deficits) + (US Net Int'l Investment Position of -80% of GDP) + ($13T in foreign USD-denominated debt) = High correlation b/t DXY and UST volatility.

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Eliant Capital @eliant_capital

3 months ago

Both Spooz & the Q’s continuing to make new ATHs… surely positioning is more leveled out and individuals STILL aren’t UW equities? Nope.

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Tony Greer @TgMacro

3 months ago

I said this in the last Macro Dirt podcast. Gold is acting LIKE DOGSHIT with the dollar getting ramrodded. At some point, when the dollar stops puking, gold is going to crater $500. Timestamp me. $GLD $PHYS

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Derivatives Don @DerivativesDon

4 months ago

Declaring that growth will outpace inflation at this point is the gambler going into the casino just one last time because they are going to win it all back.

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𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 @EffMktHype

4 months ago

Just taking stock of things given the heightened worries about treasuries right now. 🚨🚨🚨 Starting with my scatter, I hold the view that we're shifting back to the right side (yellow dots), meaning overheating eco should see the curve bear flatten and recessionary path sees…

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Barchart @Barchart

4 months ago

JUST IN 🚨: Total Put/Call Ratio just plunged to its lowest level since December 13, 2010 👀 Bulls are back in full force 🐂🐂🐂

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Brad Setser @Brad_Setser

5 months ago

A bit of background on Taiwan ahead of what may be an eventful week. Certainly there will be a lot attention on the action to Taiwan's central bank after Friday's TWD move. Key context: the TWD is incredibly weak 1/

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JA @AitkenAdvisors

5 months ago

‘The more narrowly-focussed the conversation (all about dollar assets, little about dollar liabilities), the more widespread the inane conversation about 'safe haven' status the more open minded I want to be about the dollar’ Unexpectedly large, non-fully-underwritten gold stock…

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TheLastBearStanding @LastBearStandng

5 months ago

The Matador: The Bull Killer The market’s decline is not a correction, a bump in the road, or a dip to be bought. The 2025 Bear has arrived. A comprehensive guide on the new bear market... and how to trade it. With the legendary @markoinny thelastbearstanding.com/p/the-matador

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JA @AitkenAdvisors

5 months ago

"If forty million people say a foolish thing, it's still a foolish thing". The more narrowly-focussed the conversation (all about dollar assets, little about dollar liabilities), the more widespread the inane conversation about 'safe haven' status the more open minded I want to…

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Michael Kao @UrbanKaoboy

5 months ago

What I think Trump 2.0 is gunning for is to trade certain punitive Reciprocal Tariffs (ST Negotiation Tools) for keeping certain Sectoral Tariffs/Trade Barriers (LT Incentive Modifiers) on Critical Path Industries (Chips, Drugs, Energy, Minerals, Ships). If I am right, the…

Michael Kao @UrbanKaoboy

5 months ago

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Passed Pawn @passedpawn

5 months ago

Passed Pawn's Perspective 1. Challenging the Fed's independence might be a trendy thing to do but I promise it won't work out well. Despite the claims that the Fed acts politically, you ain't seen nothin yet. If the President can fire the Chair and install a puppet, markets will…

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Whitney Baker @TotemMacro

5 months ago

Probably my most accessible podcast explaining the roots of what's going on today (with charts!), and why this macro, monetary, and geopolitical realignment was inevitable.

Joe Lonsdale @JTLonsdale

2 years ago

Probably my most accessible podcast explaining the roots of what's going on today (with charts!), and why this macro, monetary, and geopolitical realignment was inevitable.

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Citrini @Citrini7

5 months ago

a tale of two tariffs: free for all subscribers, citriniresearch’s first financial history piece in two years citriniresearch.com/p/a-tale-of-tw…

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Sam01 @ZeroSamOne

6 months ago

Easy to read and great explanation of current economic conditions from unique perspective!

ʎllǝuuop ʇuǝɹq @donnelly_brent

6 months ago

Easy to read and great explanation of current economic conditions from unique perspective!

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Elle Lookbook @EvaLovesDesign

8 months ago

Gardens 🍃

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Luke Gromen @LukeGromen

9 months ago

Why do a BTC Strategic Reserve when you can just begin redirecting part of the US NIIP (green)... ...which is already buying up US equities (blue) & esp. QQQ's (red)... ...into BTC by getting MSTR into QQQ's & then just let large passive flows + @saylor BTC buying do the rest?

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RepoInsight @RepoInsight

9 months ago

Weekend thoughts on markets. How the debt ceiling & the TGA will impact liquidity and financial markets in Q1 2025. I read a lot about this topic this weekend and thought it would be good to summarize my thoughts. Let’s jump right in. As of January 2nd, the US government will…

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JA @AitkenAdvisors

a year ago

Markets don't care what I think. youtu.be/ihCW-CojNu4?si… Most of the time, there’s nothing happening, or most things are where you expect them to be. What I am hunting for – you find them maybe a handful of times per year – are the following: a) a consensus that markets…