Rishi Mishra @aRishisays
Rates strategist | Patriot | Feminist | Allergic to hypocrisy. Follow me for some cheap tricks & cheesy one-liners! Whack follol de rah! Montreal, Canada Joined April 2011-
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A new centrally cleared era in repo markets is looming, which will cause an exodus from its shadowy yet most systemic regions. This may increase resiliency but also inhibit key trades gluing U.S. Treasury markets together. The Repo Leverage Squeeze™ is here... 1/
Interesting that options on SFRZ4 are offering similar odds on both the tails: reflation/no landing (94.25/94.0 ps 12k bot at 1.5) and recession/hard landing (96.0/97.0 cs 30k bot at 5.5/5.75).
The fact that "long and variable lags" are now not so long, and perhaps more variable than in the past is not lost on the Fed. Forward Guidance can influence expectations of the future path of policy, thereby effecting financial conditions long before an actual change in policy…
Can we stop asking central bankers leading questions on whether something's off the table? Journo: Is X off the table? Central Banker: No, X is not entirely off the table. If the data evolves in a way that makes X necessary, we will do X. News- "CB says X is on the table" 🤦
Alright, I have been doxed! 😂
BLS: "The New Tenant Rent Index (R-CPI-NTR) measures prices renters would face if they changed housing units every period." Probably, the most reasonable bull case for Whites and Reds:
*POWELL: BANK OF CANADA DELEGATES ARE REALLY FUNNY, AND GOOD TO HAVE DINNER WITH WHEN YOU'RE LONG WAY FROM HOME, LIKE IN BASEL.
Another softer than expected inflation report in Canada. The divergence in 3m Annualized Core CPI vs the US is quite remarkable, which explains where the CGB-UST, COFR spreads are trading. Bank of Canada's Macklem speaking later today, with Powell. He won't confirm June, but it's…
via @AnnaEconomist at BBG. Remember folks, Joe said it first - the stock market IS the economy! 🔥
via @AnnaEconomist at BBG. Remember folks, Joe said it first - the stock market IS the economy! 🔥 https://t.co/ir7hcehUMm
Golden words from @KansasCityFed's Schmid on the Balance Sheet: "...our current pace of balance sheet reduction is not creating strains in funding markets... If runoff began to unexpectedly stress funding markets...SRF would be available to prevent a significant increase in…
Golden words from @KansasCityFed's Schmid on the Balance Sheet: "...our current pace of balance sheet reduction is not creating strains in funding markets... If runoff began to unexpectedly stress funding markets...SRF would be available to prevent a significant increase in…
Y/Y is not the best way of thinking about inflation when massive base effects are involved Core PCE 3m & 6m annualized were both under 2% in Dec; Fed projects on a 3m/3m basis, which continues to normalize, though at a slower pace. So, no, inflation didn't bottom 9 months ago!
Y/Y is not the best way of thinking about inflation when massive base effects are involved Core PCE 3m & 6m annualized were both under 2% in Dec; Fed projects on a 3m/3m basis, which continues to normalize, though at a slower pace. So, no, inflation didn't bottom 9 months ago! https://t.co/r00pvudIyZ
Have to say, this Bernanke review of the BoE's forecasting process and communication couldn't have been a bigger waste of time. Boilerplate logorrhea!
Four years ago, the global economy shifted to goods-driven due to the COVID-19 pandemic. @SamuelRines outlines the subsequent transition of the U.S. economy to services-driven and the potential implications for investors. bit.ly/4d4SSMG
Fed's Inflation Targeting Framework over the years:
PTSD from the 2019 repo blowout continues to cast a big shadow. Hence the 'fairly soon' taper, even though reserves are abundant, and QT's running smoothly. Reflects lack of confidence in their LcLOR estimates, and perhaps a 'there's little downside in going slower' thinking.
Sam Rogers: "For those of you who have never been through this before, this is what the beginning of a VaR shock looks like" (second biggest move in 5s in ten years)
Ugly 10y auction. 3.1bps tail. Dealers taking 24%, despite the sell-off going in, and the fact NFP, CPI all behind us. Have not seen an auction rejected like this in a while!
This was prescient! 😂
Bank of Canada: recent progress (disinflation) is encouraging; the data since January have increased our confidence that inflation will continue to come down gradually even as economic activity strengthens. They now expect CPI to end 2024 at 2.2%. Lays the groundwork for a cut…
Andy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
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
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Dario Perkins @darioperkins
59K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Ed Bradford @Fullcarry
46K Followers 429 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Brad Setser @Brad_Setser
97K Followers 954 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
Randy Woodward @TheBondFreak
46K Followers 2K Following Bonds 30+ years. Bloomberg '88 to '95. https://t.co/3mQ4mVRjga
Jon Turek @jturek18
20K Followers 396 Following Macro enthusiast | Jets fan, unfortunately. | DMs open 🇮🇱
baufinanciaphaster �.. @bauhiniacapital
17K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
yuanman zhu @YuanmanZhu
211 Followers 2K Following
DeFi_MoRnInGsTaR @DomDeFi
276 Followers 460 Following trust, BUT VERIFY #DYOR SuPpOrTiNg MaSs AdOpTiOn #BTC #CRO #KRONUS #PoA #web3 #SeLfGoVeRnAnCE #OrdinalsNFT
el privilegio de Atla.. @atlasprivilege
1 Followers 232 Following Gaudeamus igitur Me monto mi propia filosofía a partir de un hombre fuerte y una bola
Jorge Financial @Tomas8Jorge
423 Followers 5K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Bonseok Gu @gu_bonseok
158 Followers 168 Following
Buong' @Buong031
416 Followers 3K Following
Pensé FFun @inftyCategory
115 Followers 6K Following
Yiming Du @YimingDu9193
14 Followers 80 Following
~ @charity12301230
28 Followers 1K Following
Zong Ting Tan @ZongTingTan1
15 Followers 67 Following
Bruno @brun0dantas
6 Followers 275 Following
Vernon Sniper Ward @FCACF17
124 Followers 1K Following Trade in Indices and interested in all news relating to Fraud, Regulation, Compliance and Money Laundering.
wwwwwwyyyyyy @zhugunxing1
24 Followers 102 Following
A. @mithrilone
255 Followers 777 Following
ivanpaycheck @ivanpaycheck
648 Followers 4K Following In the dynamic world of cryptocurrency, Jared stands as a paragon of maturity and professionalism.
Eric Prydz @EricPrydz08
40 Followers 24 Following
John Whidden @jpwhidden
72 Followers 71 Following
Thetapluslogix @thetapluslogix
110 Followers 426 Following Retail seller of decaying bananas to Gary, the options MM. Electrical Eng background + Computer Eng PhD. Processor(s) chip architect prior to banana farming.
Anup Singh @m0ch33z
380 Followers 3K Following Agribusiness, Dairy, Global macro, Foreign Exchange, Commodity markets, CO2, Emissions, Intelligence
Sarah @borntoeat26
1 Followers 8 Following
dlo50 @dlo1976
55 Followers 351 Following
Michael McQuaid @michaelgmcquaid
16K Followers 818 Following Head of DeFi Operations @Bloqinc Trading Equities, Options, Bitcoin, Futures. Not financial advice
ppnankai @ppnankai
12 Followers 139 Following
Jakub Polec @jakubpolec
461 Followers 2K Following Building Profitable Algo Strategies | Quantitative Researcher & Dev | Financial Data Scientist | ML Investing | Sharing Code for Algorithmic Systems | PhD
Xauusd Signal @XauusdS29152
92 Followers 1K Following
Audrey Wang, CFA @audreywangcfa
14 Followers 68 Following LinkedIn 80k+ Followers//Macro Strategist//Member of Mensa//Making Finance and Investment understandable for all
Xods @Xods
67 Followers 320 Following Life moves pretty fast. If you don't stop and look around once in a while, you might miss something. (Ferris Bueller)
GBannis @GBannis
74 Followers 389 Following
murex777 @murex777
94 Followers 156 Following
Katherina Leavy @konstantine2024
115 Followers 1K Following
eli @elireesewirpsa
6 Followers 127 Following
Vince Jansen @Vince_R_Jansen
2K Followers 206 Following Founder of Artificial Alpha Investments. Here to learn. Not financial advice. Please read disclosure information here: https://t.co/wzumGxEkpZ Skol Vikes!
Financerat @Financerat96001
20 Followers 49 Following
Emma @kelly_gres66286
8 Followers 791 Following
Sonu Varghese @s0nuvarghese
810 Followers 845 Following Musings on investing, the economy & all else. VP, Global Macro Strategist, @CarsonGroupLLC Advisory services through CWM, LLC, Registered Investment Advisor.
Kevin Ocho @KevinOcho2
96 Followers 506 Following
Billy @BKKB_Trader
255 Followers 511 Following I buy stuff and then sell it, but not always in that order | ALL Tweets are my opinion and are NOT investment advice
СТАИ @lupinest
79 Followers 2K Following
Dosh Tsunami @thee_tsunami
9 Followers 10 Following
Katie @Katie42039259
40 Followers 521 Following
MacroTron @Tangweiqiang3
72 Followers 108 Following
Apple @yoyo040706
107 Followers 449 Following
1sciencepearl @1sciencepearl
11 Followers 1K Following
Andy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
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
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Dario Perkins @darioperkins
59K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Ed Bradford @Fullcarry
46K Followers 429 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Brad Setser @Brad_Setser
97K Followers 954 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
Menthor Q @MenthorQpro
53K Followers 150 Following Macro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2
Randy Woodward @TheBondFreak
46K Followers 2K Following Bonds 30+ years. Bloomberg '88 to '95. https://t.co/3mQ4mVRjga
Jon Turek @jturek18
20K Followers 396 Following Macro enthusiast | Jets fan, unfortunately. | DMs open 🇮🇱
baufinanciaphaster �.. @bauhiniacapital
17K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
JohannesBorgen @jeuasommenulle
47K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
Adam Shapiro @ah_shapiro
4K Followers 602 Following Economist @sffed | Applied Micro | Applied Macro | Health Economics | Views expressed here are my own | personal account
Katy Perry @real_katty_pery
89 Followers 685 Following Honey, I am the chief of my train. If critics want to hop on board, fantastic. There's plenty of room. The KP train is fun. *parody *
Gauti Eggertsson 🇺.. @GautiEggertsson
6K Followers 233 Following Professor of Economics, Brown University. Consumer warning: I am terrible at spelling.
Tina @moreproteinbars
8K Followers 3K Following δ γ θ 📉📈 smoothing curves and exploiting kinks, SIG Alum. Rebuilding after natural disasters. 🌊🌬️🌪️Energy derivatives trader. Never investment advice. 🛢️
Ivan Werning @IvanWerning
63K Followers 2K Following MIT Professor of Economics | Macro, International, Public, Monetary, Taxes, Finance | v = u + β v | Beatles | Boston Argentina
Megan Cassella @mmcassella
10K Followers 2K Following D.C. correspondent for @CNBC, covering the intersection of Wall Street and Washington. MD born, @UNC bred. [email protected], Instagram: @megancnbc
Ben Eisen @BenEisen
10K Followers 2K Following Deputy personal finance bureau chief at WSJ. Interested in stories about people and their money. E-mail me at [email protected]. DM me for Signal details.
Fermat's Library @fermatslibrary
748K Followers 4 Following A platform for illuminating academic papers. We annotate and share a paper every week. Save, annotate and share papers with anyone: https://t.co/0o2Pls3jmo
Parker Ross @Econ_Parker
12K Followers 661 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 🦬🇺🇸🇮🇱
Jenée Tibshraeny @JeneeTibshraeny
4K Followers 2K Following @NZHerald Wellington Business Editor. Previously at @interestnz.
Deer Point Macro @deerpointmacro
25K Followers 2K Following Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.
Christine Dobby @christinedobby
7K Followers 1K Following Canadian finance reporter @BloombergCA, previously @TorontoStar @globebusiness, reformed lawyer, DM for Signal/WhatsApp/cell, she/her, views my own
Steve Hou (“LEASE M.. @stevehouf
20K Followers 2K Following Research @Bloomberg Indices, formerly @aqrcapital, @umichEcon PhD, @ETH and @UVA, always “advanced degree hater”, opinions my own.
India in Canada @HCI_Ottawa
85K Followers 225 Following Welcome to the official twitter account of the High Commission of India in Ottawa, Canada
Yvonne Man @YvonneManTV
13K Followers 1K Following Anchor, correspondent @BloombergTV. Views are mine. I’m more fun on Insta: yvonne_man
Amber Kanwar @baystreetamber
19K Followers 1K Following Follow for stocks & sarcasm. Host on @bnnbloomberg @bloomberg @ctv. Same handle on Instagram. Subscribe to my daily newsletter 👇🏽
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Warren Hogan @_warrenhogan
10K Followers 959 Following Australian macroeconomist, property and financial market analyst, and macropolicy analysis. Forecaster: best endeavours
Nick G. @nickgiva1
22K Followers 230 Following JPM, Salomon, HF principal, bond trader. Co-host at @2graybeards since 2023. Running https://t.co/cgOYR5cb3Q since 2015 and https://t.co/heHmeYg9yr since 2018.
Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Sir Of Finance @SirOfFinance
13K Followers 607 Following STIR Trader | Watch your tails | I hate EURIBORS
Trevor Tombe @trevortombe
42K Followers 5K Following Professor @EconCalgary | Fellow @policy_school | Alum @econuoft @SFUBeedie | @thehubcanada Contributor | Inflation, govt finances, R, and more! | 💻 📊 📝 🍻
Davide Barbuscia @DBarbuscia
2K Followers 1K Following US Investment Correspondent @Reuters. Views my own. [email protected]
Laura Dhillon Kane @ldhillonkane
5K Followers 928 Following Ottawa bureau chief for Bloomberg News (@business) covering the Canadian government and economy. Views my own; RTs not endorsements. [email protected].
CME Group Interest Ra.. @Interest_Rates
3K Followers 235 Following News and insights from @CMEGroup's leading interest rate derivatives marketplace.
Natalia Gurushina @NGurushina
4K Followers 464 Following Chief EM Economist at VanEck. https://t.co/ew59ZZmvsw
DC @stir_hobbyist
159 Followers 202 Following hello anons before I begin let me clarify these rates are not real
Paul Vieira @paulvieira
15K Followers 4K Following Canada correspondent for @WSJ in Ottawa. News tips to [email protected] or WhatsApp/Signal, 613-698-6490. RTs/Likes ≠ endorsement.
Randy Thanthong-Knigh.. @rtkwrites
1K Followers 302 Following Canada economics & government reporter @business | also cover immigration | @columbiajourn and @FulbrightPrgrm alum | [email protected]
Alicja Siekierska @alicjawithaj
3K Followers 961 Following Reporter @YahooFinanceCA, covering retail, transportation and general business news.
Craig Lord @CraigSLord
1K Followers 1K Following I cover Canada's housing market, economy, personal finance & biz for @globalnews. Occasionally tweet D&D things. (He/him) Reach me at [email protected].
Steve Scherer @SchererSteve
4K Followers 3K Following Former Reuters Chief Correspondent in Ottawa (previously in Rome), mostly politics and general news. Tweets in English & Italian. RTs not opinions.
Rahul Vaidyanath @RV_ETBiz
285 Followers 42 Following former journalist @EpochTimesCan, bond/mortgage trader, Bank of Canada, CMHC, Wall St.
Macro Rot / Dispersio.. @MattGarrett3
3K Followers 624 Following Advisor to hedge funds, family offices, and institutional investors.... macro/volatility lens to portfolio construction and market risk.
Chris Rugaber @ChrisRugaber
7K Followers 3K Following Covering the Federal Reserve and the economy for the Associated Press. Email me news, tips, your stories at [email protected].
Chris Whittall @Chris_Whittall
8K Followers 703 Following Associate Editor, derivatives and secondary markets, at IFR. Views all mine.
knight of cups @yungmetronome
1K Followers 5K Following aspirational himbo seeks cursed knowledge on Neurath’s rowboat
Mike Konczal @mtkonczal
52K Followers 1K Following Special Assistant to the President, National Economic Council. Former macro, @RooseveltInst. Liberal. #Rstats fan. Dad. Chicago guy. Personal account.
Murtaza Syed @murtazahsyed
10K Followers 581 Following AIIB | Deputy Governor, SBP | IMF | Mahbub ul Haq | IFS | Oxford | "In the end, no one will remember what u said. They will only remember how u made them feel."
Stephen Miran @SteveMiran
16K Followers 947 Following Adjunct Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
Krishna Memani @KrishnaMemani
35K Followers 451 Following Investor The views expressed here are entirely personal.
Kit Lowe @kit_lowe
5K Followers 407 Following Global Macro. https://t.co/WVy4KRjB7W .Ex- Natwest Ex- Seventy Capital. .Views are my own. Master of Puppets.
arjun⚡️murti @ArjunNMurti
15K Followers 546 Following energy macro/equities/policy⚡️ un-retired at Veriten ⚡️ publish @SuperSpiked, about the messy energy transition era ⚡️ pro capitalism, anti socialism
Jay Kahn @jstatistic
824 Followers 269 Following Economist working on safe assets, money markets & Treasuries. Views are my own.
Futures First @_Futures_First
192 Followers 102 Following We are a private limited company that provides services in the global derivatives markets.A new centrally cleared era in repo markets is looming, which will cause an exodus from its shadowy yet most systemic regions. This may increase resiliency but also inhibit key trades gluing U.S. Treasury markets together. The Repo Leverage Squeeze™ is here... 1/
2015 vs 2024 🍊
For dinner, Marchand's ribcage with some greens
If you have ever worked in foreign exchange sales or trading you know why “What time is BOJ?” Is funny. You might even feel some mild form of PTSD from it. To celebrate tomorrow’s BOJ, Spectra Markets made a hoodie featuring this question, posed in Japanese. Available now…
Way too many people think this is how the stock market works
I tried walking in telling them I was here for my weekly meeting with the Monarch, but they turned me away. 🤣 Happy to be in London-town meeting with valued clients.
Here's to four and many more. Happy birthday to Twain, the floofy manifestation of my soul
To celebrate William Shakespeare's 460th birthday, here are his 46 best (and strangest) insults:
It is actually quite interesting as to how many good state schools exist in CA....I wonder why any CA resident goes outside the state....tried convincing my k8ds to go to rutgers...with zero success...
I’m seeing some agitation around UCSD admissions rules for computer science majors that seem… not wildly unreasonable?
Has anyone, in the history of mankind, ever experienced an on time flight in the USA? Not me. 3 hours late and now have to wait another 30 minutes on the tarmac because @AmericanAir could not be fucked to provide a gate… I absolutely hate travelling in the USA. In that regard…
This is nice, but I do miss those monitors.
@NUMISMATICS9 @MadelnCanada @kevinmuir @aRishisays Not as a pet, but as an equal and noble member of the household
What are big banks meant to do with hundreds of billions in excess deposits when loan demand is weak? #JPMorgan and #BankofAmerica had very different strategies: One boosted profits, the other caused headaches >> bloomberg.com/opinion/articl… via @opinion
RIP to my father Michael who died peacefully on Saturday April 20. Dad taught me there was no substitute in life for hard work while introducing his sons to @FulhamFC and Table tennis. His greatest decision was sending us all to @CardinalVaughan. Thankyou Dad xxx
BONUS ODD LOTS: @tracyalloway and I talked to Richmond Fed President Tom Barkin in Mt. Airy, NC about his macro outlook and why he's not too worried about the hotter-than-expected inflation prints we've seen so far in 2024. bloomberg.com/news/articles/…
This nearly four-year-old has never seen the Leafs lose a playoff series to the Bruins and he doesn't plan on starting now. #GoLeafsGo
Six years ago, @PatrickCeresna invited me on MV (which I bombed), but it kicked off a great friendship. I will forever be grateful for my @TheMarketHuddle co-host, and I am sure I speak for 'huddlers-the-world over, when I wish the nicest podcast-partner-a-guy-could-ask-for, a…
We know CBs can never accept the MMT view that higher rates are stimulative. Instead, they will keep raising their mystical r* estimates. So IF you believe MMT on this (I dont), rates are going a lot higher than anyone can imagine. (And we'll get a huge boom 😉) @StephanieKelton
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