Amit Noam Tal @amital13
Joined June 2014-
Tweets12K
-
Followers4K
-
Following1K
-
Likes13K
Silver
Does this look like a good trade to you? The federal government took on almost $600 billion of additional debt in the first 3 months of this year to effectively buy little more than $300 billion in "growth" over that same time; debt rising by 177% of GDP growth - unsustainable:
@LukeGromen Yield curve live feed:
🇺🇸Weak 5yr UST auction despite an appealing risk-reward proposition. - Tail: 0.4bp. It shows investors are demanding a higher yield to hold USTs - HY 4.659%, matching 2nd highest since '07 - Indirect: 65.7%, around the 6-auction avg - Btc 2.39 Tomorrow's 7yr sale looks grim💀
❖ PELOSI CALLS ON NETANYAHU TO RESIGN, CONDEMNS HIM AS 'OBSTACLE' TO PEACE: FOX "We recognize Israel's right to protect itself. We reject the policy and the practice of Netanyahu — terrible. What could be worse than what he has done in response?" she said. "He should resign.…
YELLEN: IN COOPERATION WITH FED AND BANKS, WE ARE CONSIDERING THAT, UPON REACHING AGE OF ELIGIBILITY FOR WITHDRAWAL, 401KS MUST CONVERT 10% EXISTING ASSETS TO TREASURIES NO LESS THEN 2 YEARS MATURITY BEFORE ANY FUNDS CAN BE WITHDRAWN.
Short in Tesla are the highest since 2021... The company reports today - a recipe for a squeeze? #TSLA
CHART OF THE DAY: Since 2022, China has bypassed American sanctions, buying huge amounts of Iranian oil by simple re-branding it as Malaysian. US lawmakers want to close the route — for that, there’s not need of new sanctions; all what’s required is for the White House to…
The Chinese Government is dumping US Government Bonds rapidly causing US interest rates to rise and the US real economy to implode. The Chinese make money by selling real things and have pulled the plug. This is draining the lie-based US swamp. As the money drains away, more…
If I was 50 years old in Italy, I'd start wondering who will pay my state-funded pension. You need either economic growth, acceptance of high migration or healthy demographics. Italy has none of the three. What will give?
As described - we see about 300b of drop in reserves week over week as taxpayers made tax payments to Treasury. Cash moved from banking system to Treasury's account.
🇺🇸 US Bank Reserve Balances See Largest Drop Since 2022 Tax Season - Bloomberg bloomberg.com/news/articles/…
JAPAN FINANCE MINISTER SUZUKI: IT WAS MEANINGFUL THAT G7 CONFIRMED COMMITMENT THAT EXCESSIVE FX MOVES HAVE NEGATIVE IMPACT ON ECONOMY
Below is the number of initial filings for unemployment insurance. How is this statistically possible? Five of the last six weeks, the exact same number. Effectively the same number in the last 11 weeks, except for the holiday weeks (President's Day and Easter). --- Consider…
Financelot @FinanceLancelot
154K Followers 365 Following From the Great White North https://t.co/nd8vf6YA2oDaniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.Henrik Zeberg @HenrikZeberg
136K Followers 1K Following Macro Economist, Business Cycles, Elliott Wave, Chartist. "Broke the Macro Code" Subscribe: https://t.co/CfM80NjoQdJoseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8Michael A. Arouet @MichaelAArouet
75K Followers 766 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.Samantha LaDuc @SamanthaLaDuc
55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.Sunchartist @sunchartist
33K Followers 984 Following Love - Macro & technical analysis, geopolitics, travel, foodie. Once upon a time wrote a Blog Gordian KnotRandy Woodward @TheBondFreak
46K Followers 2K Following Bonds 30+ years. Bloomberg '88 to '95. https://t.co/3mQ4mVRjgaAGTrader @ag_trader
24K Followers 3K Following https://t.co/CBcatuSip7 Documenting the 1 Million dollar 0DTE trade thats coming.David Brady @GlobalProTrader
83K Followers 14K Following CFA holder, ex FX trader, money manager Contributor to https://t.co/NMwZcX92nQ Fund Advisor at https://t.co/St0TRfRWLt Author of The FIPEST Report at https://t.co/8YFJiYl7FgPlungeProtectionTeam @gamesblazer06
27K Followers 2K Following Financials Guy. Never Give Up on America. 🇺🇸 (Same handle on Truth Social)GregTheAnalyst @Analyst_G
18K Followers 505 Following Independent investor, my tweets are not an investment advice. Charts, macro-micro, technicals.מודי שפריר M.. @ModiShafrir
8K Followers 231 Following אסטרטג ראשי - שווקים פיננסים - בנק הפועלים מאקרו, מט"ח ושווקים מזווית קצת אחרת... https://t.co/wCkuvO9Ysks2o39qfppo @u1u7biwba2mck4
8 Followers 337 Following The team offers short-term investments in cryptocurrencies. With a rigorous plan, you can earn between $500 and $5,000. Click to join TG: https://t.co/KyPk45YMhaMoneyfrom Thesky @Skythemoneyman
126 Followers 526 FollowingMicroefutures-Equitie.. @microefutures
54K Followers 16K Following https://t.co/9wdfhIu0JN Trading is led by 20 year market maker JJ @vwaptrader1 - Part of the Digital Branding Agency team at https://t.co/HfpfFuqSfmWingGirl Trader @ Tpl.. @WingGirlTrader
61K Followers 17K Following Trader, Investor, Marketer. Part of the Digital Branding Agency team at https://t.co/O4ve2oOJCiai @ai2105175188006
12 Followers 22 FollowingAndreasStenoLarsen @AndreasStenou
67 Followers 2K Following CEO at Steno Research. Macro aficionado, investment analyst and Madridista. Host/Editor @ Real Vision. Host: "Macro Sunday" podcast.ucgf126pv4l40igq @2c50c4uva
21 Followers 1K Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 networkjignesh soni @19671509
108 Followers 238 Followingtrebbn @trebbn
114 Followers 265 FollowingMcSqueezyTheCow @McSqueezyTheCow
6K Followers 3K Following Christian | Husband | Father | Lifter | Retail Trader | U.S. Navy OEFOIF #Veteran | #HODL ‘er of #AMC | $8.01, $10.01, $9.51 $14.01 $AMC Veteran | Lover of DDChris Weston @ChrisWestonn_PS
156 Followers 1K Following Head of Research at Pepperstone. If you like the cut of my jib, sign up to the 'Daily Fix' research note - https://t.co/07gIyJTzjineeraj @neeraj422369561
1 Followers 31 FollowingMarcus Antonius @AtoniusAntonius
386 Followers 651 Following Speculator, political observer and commentator.Yuriy Matso @yuriymats_oo
31 Followers 698 Following Are you a futures day or swing trader? Unlock the potential of algorithmic trading strategies: http://daytraderplaybook. com/Thomas Thornton @TommyThorntond
10 Followers 590 Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund managerAgnes 😳 @Agnes_Chaney770
4 Followers 481 Following Vоluptuous enchantrеss mеsmerizеd bу bоundlеss sеnsаtionstp43v6qiwfq @v6qiwf4306597h
23 Followers 786 Following I earn 500-5000usdt every day and I share it with everyone WSAPP:https://t.co/zBwOFFSP3VMikael Sarvwe @MikaelSarvwe
82 Followers 788 FollowingMelanie Williams @MelanieWil57774
67 Followers 3K FollowingKevin Hill @KevinHill99
796 Followers 5K Following In investing, what is comfortable is rarely profitable Do not put all your eggs in one basket. #stocktrading #financialfreedom #tradingtoolsStephen Miram @emroseplc
142 Followers 608 Following co-founder, Amberwave partner // Adjunct fellow @ManhattanInst//Alumnus @usTreasury #77,@HarvardEcon🇱🇷🇱🇹🏋️💎GEM INSIDER💎 (.. @geem_insidder
66 Followers 2K Following Only private account!! I will mainly talk about crypto market, price action analysis etc. ONLY FOR A FEW PEOPLE 🎯main account;@gem_insidergreen🌳 ☀ @nothing_2die
32 Followers 187 FollowingKwok @Kwok72594312556
147 Followers 511 FollowingGreg @Harrison_H5
26 Followers 72 FollowingCONAN🈴 @conanstocks
741 Followers 131 Following macro, equity research & crypto 🫵🏻 your favourite market maker #1Seth Golden @SathCL_
150 Followers 508 Following I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom GroupAvichai Hachmon @AvichaiHachmon
6 Followers 455 Followingahmed elsherif @ahmedel02453311
825 Followers 5K FollowingShlomi Ardan @ShlomiArdan
11K Followers 657 Following משקיע בשוק הישראלי ומנהל קרן ארביטראז' ואליו בלוג: https://t.co/BLYsaeOB3X טלגרם: https://t.co/REP0ZX8p7d[email protected] @haverslivecom1
51 Followers 275 Followingאסף @dwbrwbyzr
50 Followers 667 FollowingJonatan 🇮🇱 @JonatnTheJew
76 Followers 473 Followingstormstriker @stormst90748716
135 Followers 511 FollowingOfek Shalev @shalev_ofek
242 Followers 623 FollowingShimshon @Shimi2602
92 Followers 811 Following Exploring the world of investments with a curious mind and a love for numbers. When I'm not crunching data, you'll find me chasing waves, capturing the beauty oTracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcastAndreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 213 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICEהסולידית @hasolidit
95K Followers 69 Following משקיעה חובבת | https://t.co/1u4SjU0ANm אין בנכתב משום המלצה, ייעוץ או תחליף לייעוץ מכל סוג, לרבות ייעוץ השקעות המתאים לצרכיו של כל אדם.Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. ShawKKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwardsHolger Zschaepitz @Schuldensuehner
333K Followers 363 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQMarkets & Mayhem @Mayhem4Markets
191K Followers 843 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36FnPaulo Macro @PauloMacro
140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzFinancelot @FinanceLancelot
154K Followers 365 Following From the Great White North https://t.co/nd8vf6YA2oMac10 @SuburbanDrone
94K Followers 0 Following Bachelor of Finance 30 years trading experience 17 years blogging experience INVEST AT YOUR OWN RISKHZ @MFHoz
128K Followers 42 Following My posts are opinions, not financial advice. Do your own research [email protected]PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucMenthor Q @MenthorQpro
53K Followers 152 Following Macro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJQE5 @TheRealYield
12K Followers 301 Following שוק ההון והכלכלה הגלובלית זו ההצגה הטובה בעולם - אם אתה עוקב QE5 את/ה מקבלים את המושבים בשורה הראשונה. כל הציוצים מייצגים את דעותיי האישיות בלבד ואינם המלצה.Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceLIA 👸📈 @Liathetrader
50K Followers 581 Following Investor, Independent Trader, Trading Psychology Coach. MSc. @Columbia University 🎓 Goodies: https://t.co/7Nkt5AaQkCTrading Mindset & Dat.. @MindsetData
3K Followers 3 Following Offering you the knowledge and tools to carve out a sustainable and enduring trading career. Data & Mindset discord community created by traders for traders.🦴יונתן קרי.. @PhysioSports
4K Followers 430 Following עוזר לכם להבין פציעות. פיזיותרפיסט ספורט, מרצה וכתב ספורט עצמאי. מטפל בפצועי צהל ללא עלות: 0545-880006Faytuks News @Faytuks
171K Followers 672 Following Fast & reliable news provider || Covering geopolitical incidents as they happen 🌍 @BNONews collaborator. Want to support the channel? https://t.co/W7gO6JxjKyBarak cohen - ברק .. @barak1cohen
36K Followers 212 FollowingExpound the profound-.. @frankoz95967943
20K Followers 1K Following Rational Irrationalist,rabiddog negotiator,destructive peace keeper. Imperialist Nationalist.Sapio-somethin,Pandemics are fun,war is funner.Lets do both.ATHEISTStephane Deo @StephaneDeo
3K Followers 611 Following Senior PM. Central bank nerd. Sport fanatic. Food lover. Enthusiastic but pathetic chess player. Views are my own.OilPrice.com @OilandEnergy
64K Followers 283 Following https://t.co/kNhl04g5p6 offers extensive coverage of all energy sectors from crude oil and natural gas to solar energy and wind power. The #1 Source For Global Energy News𝐓𝐗𝐌𝐂 @TXMCtrades
84K Followers 164 Following Host, @AlphaBetaSoup_ on YouTube | Student of markets, history, and #Bitcoin | Learning in public daily | Relentlessly curious | Naturally spicyBartholomew’s #onel.. @BartsQuandry
7K Followers 1 Following Mathematician specializing in Stochastic Processes, Partial Differential Equations and Cryptography. Passionate about all things AI and Cartography.FRED Chartz 📊 @Frederic313589
467 Followers 641 Following Monetary Electrician💡Following the wiring of Digital Payments, Settlement, and Custody 🔌 Thoroughly Enjoying the Decentralization of Things 🎡🎪🤡Peruvian Bull @peruvian_bull
62K Followers 619 Following analyst @ fintech. finance & macro economics. yen disrespectooor. the Dollar Endgame Book: https://t.co/Orz0fOyN0Z $GME #BTCChicken Genius @pakpakchicken
180K Followers 69 Following I have nothing to sell you. ZERO. No private groups, IG, telegram, NOTHING. Scammers suck my 10 inchMcSqueezyTheCow @McSqueezyTheCow
6K Followers 3K Following Christian | Husband | Father | Lifter | Retail Trader | U.S. Navy OEFOIF #Veteran | #HODL ‘er of #AMC | $8.01, $10.01, $9.51 $14.01 $AMC Veteran | Lover of DDMicro2Macr0 @Micro2Macr0
58K Followers 3K Following Macro Economist - Self-made multimillionaire - Formerly Retired at 42 - Always trying to find companies and investments that are solving tomorrows problemsהפרופסור @cashflowdog
1K Followers 412 Following אנליסט ומשקיע ערך, שמעריך צמיחה ! מצייץ על חברות אינטרנט,פיננסים, צריכה ומה שביניהן, מתבל עם קצת קריפטו שמתחשק. אין באמור וכו׳Diamonds&Rust @TASE_insights
3K Followers 145 Following אנליסט ומנהל השקעות בעל רשיון ניהול תיקים בחברת קרנות נאמנות. כותב על דעת עצמי בלבד. כל מה שנכתב פה לא מהווה תחליף לייעוץ אישי עם בעל מקצוע מוסמך.James E. Thorne @DrJStrategy
6K Followers 24 Following Chief Market Strategist @WellingtonAltus. Astute, observations and conclusions. Based on historical trends and evidence based research. Not investment advice.Piker Capital @PikerCapital
5K Followers 324 Following Sharing views on financial markets & the economy.The Colourblind Econo.. @ColourblindEc
585 Followers 1K Following Bank treasury since 2014 | Macro view | Unintended consequences | Investor | Physicist | Contrarian | CynicConstance L Hunter @ConstanceHunter
9K Followers 2K Following Macroeconomist|Triangulating Data|@nberpubs Board|Data Junkie|Policy Wonk|my own views| #Econ101 #SecretLivesOfEconomistsTheWaiter @Thewaiter113
407 Followers 233 Following חוויות/סיוטים מהמסחר כל מה שאני כותב פה זו דעתי ושום דבר זה לא המלצהTraderHC @traderhc
11K Followers 311 Following 9-Fig Operations & Capital Allocation | Trader | Not financial advice, only documentation.טריידר ג'ו @traderjoe666
386 Followers 32 Following אני בוחר את הכניסות, הרובוט מנהל את הפוזיציה. העסקאות קצרות מנסים לתפוס פריצות מונטום. הכל במהירות גבוהה של מסלול מירוצים. העסקאות נגמרות תוך 30-60 שניות.DanielSimonyi @DanielSimonyi
3K Followers 739 FollowingNMI @NMinvestments
10K Followers 169 Following Stock Market Analysis and Commentary. Stock and Options Trader. Sub to Discord for Investment Ideas and NMI Trading Community ! NOT A FINANCIAL ADVISORHegedus Aerodynamics @HegedusAero
506 Followers 90 Following My journal, log, and completely unbaked musings. Certainly not investment advice or even advice of any type.linz Cee @linzCee1
44 Followers 52 Followingהאינדיאני @ultrawavetrader
9K Followers 214 Following סוחר אופציות בוול סטריט. מצייץ טריידים LIVE הציוצים אינם ייעוץ פיננסי. הטריידים אינם המלצה לקנייה.E.J. Antoni, Ph.D. @RealEJAntoni
42K Followers 497 Following @Heritage & @Comm4Prosperity economist @VinceCoglianese Show, @Richzeoli Show, @dbongino Show in-house economist; I may be wrong, but it’s highly unlikely; VAMOJustDario 🏊♂�.. @DarioCpx
35K Followers 365 Following Synnax COO | Clearpool | Crypto, Value, Macro and Facts. All my research on https://t.co/Qa8kCG3DpGThe Coastal Journal @1CoastalJournal
5K Followers 680 Following TCJ the ultimate source for in-depth economic & financial news. Get the latest analysis on Macro-Econ based on Austrian economic principles from coast to coast.Dominique Dwor-Frecau.. @firstkicktires
2K Followers 152 Following Senior Researcher at @Macro_Hive Previously Bridgewater, NY Fed, IMF and World Bank. Join Macro Hive Lite! Our FREE WEEKLY NEWSLETTERNancy Pelosi Stock Tr.. @PelosiTracker_
560K Followers 223 Following Highlighting Politicians' trades so we can invest alongside Goal: get them banned from trading Powered by @joinautopilot_Misua Raboki @MisuaRaboki
1K Followers 668 Following Evanescent liquidity benefactor perching excellent concession pertaining forevisioned oscillation upon quotient proxifying sovereign monies' temporal tollageCarlos Arteaga @blackmanbaxx
382 Followers 2K FollowingInvestor @IamInvestor_
26K Followers 58 Following אינבסטור, משקיע פרטי. כותב על כסף 💵 השקעות, כלכלה, הייטק ומה שמעניין אותי. לא ממליץ - תעשו את הבדיקות שלכם 🤝Sergei Perfiliev 🇺.. @perfiliev
66K Followers 560 Following Ex-Goldman Sachs Quant | Options Trader | Finance Teacher | Software Developer Learn financial markets with our new training course! 👇Joey Garrand @JoeyGarrand
1K Followers 479 Following Policy Analyst @BudgetHawks Thoughts are my own, no tweet is advice.יובל שדה Yuval.. @SadeYuval
14K Followers 928 Following עיתונאי כלכלי | אזרח | כותב ב-@calcalist | יש לכם משהו לספר לי? דברו איתי 052-4378188 | יוצר הפודקאסט חור בהשכלה | אם נפגעתם מתוכן של ציוץ אתם מוזמנים לStephen Miran @SteveMiran
16K Followers 946 Following Adjunct Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**the little prince @thelitt80824365
17K Followers 2K Following "אין לך דבר מצער יותר מאשר לשלח ידיד, כי לא כל אדם זוכה לרע."אינטלי טיימ.. @IntelliTimes
46K Followers 875 Following An intelligence research center on Iran nuclear activity and her Terror Proxies in the Middle East. All Writes Reserved! בלוג המודיעין בטלגרם https://t.co/zXKrCWQq1kCarl Zha @CarlZha
148K Followers 878 Following Host Silk & Steel Podcast on China, history, culture, politics @SteelSilkn, [email protected] wife:@BaliEarthSoulIsrael Radar @IsraelRadar_com
85K Followers 396 Following Geopolitical Intelligence & Early Warnings • Defense • Terrorism • Military Tech • Telegram: https://t.co/wQgCf56WNoIran Observer @IranObserver0
322K Followers 148 Following Iranian 🇮🇷 ☫ || Iran News || Geopolitics || non-state affiliated ||Recent gold rally has been attributed to China central bank purchases. There is much more room to go, should the trend continue. That‘s probably the most bullish chart for gold you will see this year. Ht @Andrea_Texas_82
YELLEN: WE'RE ON DOWNWARD PATH FOR INFLATION 🤥
@LukeGromen Yield curve live feed:
🇫🇷 First time in 3 years that more French companies are reporting demand issues than supply issues.
La situation conjoncturelle reste terne, selon les enquêtes @InseeFr d'avril publiées ce matin. A noter dans l’industrie: pour la 1ère fois depuis 3 ans, les entreprises qui déclarent des difficultés de demande sont plus nombreuses que celles qui déclarent des difficultés d’offre
On $JPY - the problem with intervention is that once the genie is out of the bottle… it’s hard to put it back in. We’re at a stage where MoF/BoJ have no choice but to intervene. The best way would be for BoJ to hike 25bps this week. It’s not about the macro anymore (BoJ…
A year ago I left my job at a hedge fund in NY to start my own fund, Bristlemoon Capital. Some thoughts below on the journey of launching a fund (both the good and bad):
@GalitDistel "אני הייתי חלק מהאנשים שגרמו למדינה להיחלש, שפגעו באנשים, באזרחים שבחיי היום יום הם חברים שלי (...) פתאום את קולטת שכל מה שחשבת שעשית טוב - עשית רע ויצרתי שסע ויצרתי פילוג ויצרתי מתח והמתח הביא לחולשה והחולשה הזו בהמון מובנים הובילה לטבח." גלית דיסטל אורווליאן 31.12.23 כמה…
Me trying to figure out how a company losing $2.5B a quarter is trading around $500B $TSLA $TSLAQ #TSLA
This one from 1989 never gets old… “UN predicts entire nations can be wiped off the face of the earth by rising sea levels if the global warming trend is not reversed by the year 2000.” - Associated Press It is now 2024… No Nation wiped off & they still claim “Emergency”
This does not mean production is falling it just means a timing of when the volume of crude is available to fill a 950kb tanker. There is no continuous filling of tankers. They fill in two days and leave. The production goes to tanks until volume is available.
Reuters - Exports of the four main Nigerian crude oil grades in June are set to average 620,800 barrels per day (bpd), dipping from May levels... The scheduled loadings of Bonny Light, Bonga, Qua Iboe and Forcados crude oil streams stood at 719,700 bpd for May'
The spendable money supply is about to start expanding again after 18 months of contraction. So much for tight financial conditions.
TESLA’S Q1 NET INCOME OVER THE LAST 5 YEARS 2020 : $16 MILLION 2021 : $438 MILLION 2022 : $3.3 BILLION 2023 : $2.5 BILLION 2024 : $1.1 BILLION $TSLA
If I was 50 years old in Italy, I'd start wondering who will pay my state-funded pension. You need either economic growth, acceptance of high migration or healthy demographics. Italy has none of the three. What will give?
JAPAN FINANCE MINISTER SUZUKI: IT WAS MEANINGFUL THAT G7 CONFIRMED COMMITMENT THAT EXCESSIVE FX MOVES HAVE NEGATIVE IMPACT ON ECONOMY
In other words, give us more military support or lose your petrodollar. It’s no coincidence the Saudi’s are making these demands. The petrodollar was born out of the Yom Kippur War and loss of the gold standard due to Bretten Woods in 1973. The Saudi’s were guaranteed US military…
UAE and Saudi officials conveyed a message to the US: "If you want our role in the regional security alliance to increase - we want US guarantees for our security, as Israel received" - Kann
*BOSTIC: CAN KEEP RATES STEADY AS LONG AS LABOR MARKET HOLDS UP translation: If Biden wants a rate cut he must tell the BLS to stop making up part-time jobs