This is the complete breakdown for navigating interest rates into the end of 2025 🧵
- Interest Rate Strategy
- Macro View Breakdown
- Specific Risk Reward For Rates
- Redundancy Plans, Signals, And Action Plans
- Tactical Trading Playbook
(Bookmark this and let's dig in)👇
From honors at the Concorso Italiano to a reunion with the Centodieci at Château Saint-Jean, the EB110 America SS025 is a rare BUGATTI with a story like no other. Authenticated in Molsheim by BUGATTI’s La Maison Pur Sang vehicle authentication program.
#BUGATTI#EB110…
We are now BELOW the NFP level as we head into the next NFP print this week
consensus is centered around 75k NFP number
would not be surprised to see it come in above expectations and UB sell off further
We are now BELOW the NFP level as we head into the next NFP print this week
consensus is centered around 75k NFP number
would not be surprised to see it come in above expectations and UB sell off further https://t.co/gZleGdVrxp
Mapping the Risk Curve and How Credit & Duration Risk Shape Every Asset 🧵
This is HOW you can know WHEN the credit cycle is likely coming to an end
(bookmark this one)
Everyone maps the credit cycle as “sentiment shifts.”
Hope>Optimism>Belief>Thrill>Euphoria>Complacency>Anxiety>Denial>Panic>Anger>Depression>Disbelief
That framing is outdated because it misses the real driver: macro flows across balance sheets🧵
If you invested ₦1,000,000 on 1 August 2025 in Oil & Gas stocks, this is what it is worth now…
1 Japaul Gold — ₦1.03 million
2 Seplat Energy — ₦987K
3 Aradel Holdings — ₦962K
4 Eterna — ₦951K
5 TotalEnergies — ₦908K
6 Conoil — ₦900K
7 Oando — ₦868K
#Statisense
(NGX)
If you invested ₦1,000,000 on 1 August 2025 in Finance stocks, this is what it is worth now…
1 Mutual Benefits — ₦2.14 million
2 AIICO — ₦1.91 million
3 Veritas Kapital — ₦1.65 million
4 Guinea Insurance — ₦1.65 million
5 Regency Assurance — ₦1.64 million
6 Wapic…
August was one for the books.
In just a few weeks, $BERT secured major listings on top exchanges, broke into the global NFT rankings, and grew stronger across every fundamental - from holders to engagement.
Now September is here. And as everyone knows… September ends with…
🇨🇳Chinese Modernization: #Chengdu’s historical changes in 22 years. 📐🛣️
Chengdu's GDP in 2023 is nearly 20 times that in 2001 (RMB 115.7 billion VS RMB 2207.4 billion).
I met with Peter Thiel once
I pitched him on a system to detect trends
he told me it wasn't interesting because by the time a trend is in place, it means that it's likely overvalued
I thought I learned a lost then he top blasted all his previous investments and turbo printed…
33 Followers 578 Following$BERT - Mayor of Solana & Dogs Worldwide Community-powered with a mission to help all dogs 🐶 🌍 Powering up @woofhub 🐾 TG: https://t.co/sp4QYRfwyr
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We serve the world's top institutional investors.
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All posts or opinions are not financial or investment advice
Master's degree in Finance
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Chicago Booth MBA & CFA. My views do not consist of investment advice.
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40K Followers 173 Following$BERT - Mayor of Solana & Dogs Worldwide
Community-powered with a mission to help all dogs 🐶 🌍
Powering up @woofhub 🐾
TG: https://t.co/VXXlS9whnn
111 Followers 11 FollowingA non-profit organization creating a platform to support the vision of children and youth within the scope of Africa.
Africa is the Future!🚀🚀
16K Followers 2K FollowingMACRO-FORECASTER. GEOPOLITICAL-WAR-STRATEGIST. FORMER CIA&MOSSAD INTELLIGENCE. PROFESSIONAL TRADER IN THE CHICAGO PITS 25+ YEARS. FOUR PhDs. stay at home dad.
3.2M Followers 1K FollowingGet Bitcoin, crypto, and economics news in 25+ languages. Follow @bitcoincom for updates, join us on TG: https://t.co/2pY59RGHhk. Ads: [email protected].
387K Followers 2K FollowingWe arm you with the knowledge, the tools, and the network to succeed on your financial journey. Get 𝗙𝗥𝗘𝗘 access (link below) 👇
119K Followers 284 FollowingHead of Macro Research at Global Macro Investor (GMI) https://t.co/TBWOM0umsI | Head of Asset Allocation at EXPAAM https://t.co/CPCWy0ffmG | MIT @RealVision
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Weekly Macro Podcast @ForwardGuidance
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