Danny Ahmed, CFA @dahmed23
All things markets, macro, and geopolitics | Risk Manager | #bitcoin | dannyahmed.eth | Views are mine | RT's != endorsements threads.net/@dahmed26 Gotham Joined June 2012-
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IMF Chief Economist @pogourinchas: Progress toward bringing inflation down to targets seems to have stalled since the beginning of the year. It is important that this remains a top priority for policymakers. Read more in our blog. imf.org/en/Blogs/Artic…
1/15 What's going on with the bond market? It is not pretty. And if the bond market is ugly, everyone else suffers. 🧵
All three major party groups in the U.S. have become less supportive of Israel’s actions in Gaza than they were in November. Full story: on.gallup.com/3xkXdKZ
Yesterday you saw awful Dallas Fed. Today we have terrible Richmond Fed. -- New Orders -17 vs -5 prior -- Backlog -25 vs -15 prior -- Capacity utilization down -- Capex down -- Inventories rising -- Equip and Soft. spending down richmondfed.org/-/media/Richmo…
US High Yield Credit Spreads have moved down to 3.05%, their tightest level since January 2022. US Investment Grade Credit Spreads have moved down to 0.91%, their tightest level since November 2021.
My latest @Forbes is on the remarkable new paper by @LHSummers & colleagues showing that inflation reached 18% in Nov. 2022, if you use a version of the pre-1983 CPI formula that accounts for interest costs: forbes.com/sites/theapoth…
Check out our March 2024 Outlook. This month's spotlight looks at homeowners' insurance. freddiemac.com/research/forec…
"We've been pretty transparent on this, but we'll try harder." - Powell on CBDC Love it.
The most notable projection in the minutes today is the material increase in GDP for the year. #FOMC
The end of Japanization?
The calmer you are, the clearer you think. The clearer you think, the more powerful you become.
🗣 On the Record weekend wrap: 🤩 My score: 96/100 points ➡️ Your turn washingtonpost.com/news-quiz/?tid…
China is in a full blown deflation Car prices are collapsing
10 Life-changing books you can read for free (legally):
“Parachute Pants & Central Bank Money.” - Randal Quarles bis.org/review/r210705…
🚨Beige Book - February 2024 "Economic activity increased slightly, on balance, since early January, with eight Districts reporting slight to modest growth in activity, three others reporting no change, and one District noting a slight softening. Consumer spending, particularly…
Mauboussin & Callahan recently shared a great paper on investing in the era of "easy money". The paper examines the behaviour of public companies in a period characterised by low interest rates and when "financial capital was cheap and abundant". 🧵 Our X favourite highlights:
Now available: Testimony by Chair Powell on the semiannual Monetary Policy Report to Congress: federalreserve.gov/newsevents/tes… federalreserve.gov/monetarypolicy… Watch testimony live today at 10 a.m.
The largest move in the last 7 days was: China 10s30s. There were no G10 bond yields that had a 2 standard deviation move during the period.
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123 Followers 3K Following
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422 Followers 2K Following Antiracist activist for peace, the rights of Earth, and human rights.
NC @nicocast92
54 Followers 139 Following
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120 Followers 652 Following armchair anthropologist #ideas for a better world
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56 Followers 5K Following
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76 Followers 5K Following
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297 Followers 400 Following swer anon account • 10 yrs in • i am autism 😛 follow me for tips n resources to selling s*x online 💝 & other goofy bs for laughs hehe
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154 Followers 1K Following DigiPen dad, private investor (multi-asset, vol-targeting), 82nd Airborne veteran
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14 Followers 248 Following
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206 Followers 2K Following
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251 Followers 5K Following
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66 Followers 782 Following Capricorn, knitter, parent, voter, Mastodon: @[email protected] Tribel: @SeaGoat Girl
Monetary Policy Insti.. @MonetaryBlog
4K Followers 3K Following Essays on monetary policy from leading economists MONETARY AUSTERITY book - Forthcoming with @Elgar_Economics in 2024 @LProchon @DJS12321 @ProfDavidFields
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1K Followers 911 Following Avid reader. Chart enthusiast. Opinions my own. Not investment advice.
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189 Followers 542 Following Meglio vivere un giorno da leoni che mille da cento
Michael Mazur @Mikejmazur
15 Followers 143 Following
ken dolfi @KenDolfi
1K Followers 2K Following republican turned democrat. Believes TRUMP is an aspiring DICTATOR and is a great danger to our democracy.
bobc7000 🇺🇦🌍 @BobC7000
5K Followers 4K Following #VoteBlueToSaveDemocracy 3rd party supporters are dangerously clueless about political COALITIONS. Elon Musk is attempting a massive deception for 2024
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52 Followers 97 Following
JointheunionAZ @JoinTheUnionAZ
439 Followers 852 Following Volunteer Run: We are The Union, a pro-democracy coalition dedicated to saving our democracy from the authoritarian attacks it currently faces.
The Bifocal Report @BifocalReport
110 Followers 451 Following Humor writer exploring the absurdities in the life of a middle-aged, divorced, empty-nester enduring a society that is a perpetual set of Idiocracy.
Romy @emb2emj
4K Followers 4K Following Pro-Choice ,LGBTQ Ally, mom, wife, sister… Love Post-it notes ;)
Michael A. Gayed, CFA @leadlagreport
742K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
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472K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
Ron Filipkowski @RonFilipkowski
898K Followers 2K Following Editor-in Chief https://t.co/HLS0hEHY1C, Co-host Uncovered, Attorney, Marine, Former Federal and State Prosecutor, Republican Party Insane Asylum Escapee
Bloomberg @business
9.5M Followers 78 Following The first word in business news. Newsletters: https://t.co/nWaCxHTiks Podcasts: https://t.co/096e9xMJF7 Hong Kong Edition: https://t.co/fmkJ3ElWry
Alf @MacroAlf
423K Followers 249 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
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100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
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751K Followers 15K Following FOLLOW ME ON POST: https://t.co/zAaaooO31j AND THREADS: https://t.co/hDci375oDX
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269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
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412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
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345K Followers 620 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)
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1.1M Followers 127 Following Exploring my curiosity and sharing what I learn along the way. Gave up a grand slam on ESPN in 2012 and still waiting for it to land.
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103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️
Lyn Alden @LynAldenContact
677K Followers 753 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
FinancialJuice @financialjuice
450K Followers 54 Following Market moving headlines for professional day traders 24/7 via audio squawk.
Bitcoin Magazine @BitcoinMagazine
3.2M Followers 1K Following The Most Trusted Voice In #Bitcoin • Shop https://t.co/ihuRPka1tm • Custody your #BTC https://t.co/vfHM1l19mV • Find us 🔎 https://t.co/X4mXn4fvYQ
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.
*Walter Bloomberg @DeItaone
729K Followers 33 Following Global markets News, Economic data, Geopolitical events
Robin Brooks @robin_j_brooks
305K Followers 207 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
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4K Followers 1K Following Self proclaimed internet celebrity | Jalen Brunson defender | @ninja stan
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2.4M Followers 500 Following Official #ClownWorld ™ 🤡 #NoCaptionNeeded ** DM us for removals/credit
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314K Followers 4K Following @MSNBC contributor on @TheLastWord w/ @Lawrence & Fellow at @Just_Security. Priors: The Messenger, @LawCrimeNews, @CourthouseNews. adam(at)adamklasfeld(dot)com
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81K Followers 8 Following Daily fitness videos to make you healthy and fit.
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164K Followers 156 Following On a mission to make you fit, healthy and confident 💪
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79K Followers 21 Following Insights on strength, masculinity and relationship | Learn Female Psychology and Women’s Secret
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Latest in space @latestinspace
1.2M Followers 6 Following Reporting on space events in real-time. Sub to our newsletter for more interesting news https://t.co/h6E31ucTCX 📩
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11K Followers 307 Following Kinky memes to send to your S/O 🤍 Turn on post notifications ❤️🔥
First Take @FirstTake
1.8M Followers 822 Following The official account for First Take starring @stephenasmith and @mollyqerim. Weekdays from 10 AM - 12 PM ET on ESPN 📺
Yulia Navalnaya @yulia_navalnaya
369K Followers 1 Following
Cass Sunstein @CassSunstein
133K Followers 2K Following Robert Walmsley University Professor, Harvard; former Administrator, White House Office of Information and Regulatory Affairs; coauthor, NUDGE.
HedgeMind @HedgeMind
71K Followers 52 Following
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.
Rachel Leah Siegel @rachsieg
10K Followers 2K Following Covering the Federal Reserve and economy for @washingtonpost • Dallas native • history nerd
Jay Rosen @jayrosen_nyu
306K Followers 2K Following I teach journalism at NYU, critique the press, try to suggest reforms. PressThink is both my subject and my site. @jayrosen.bsky.social jayrosen_nyc at Threads
VolSignals @VolSignals
7K Followers 754 Following Wait... there's a newsletter just for SPX Volatility & Flows? 👉 https://t.co/MjicKYuQQO | Education, not advice 🍻
Moral Philosophy @ML_Philosophy
700K Followers 46 Following Philosophy and Wisdom • Inspiration • Psychology • Deep Thoughts Quotes • Art of Life
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303K Followers 1K Following Senior legal affairs reporter for @POLITICO with a focus on 1/6 aftermath. Tips: [email protected] NY ➡️ BOS ➡️ DC
Dr Myriam François @MyriamFrancoisC
126K Followers 3K Following Presenter @ajstream • Director “Finding Alaa”•Docs @mpwrproductions• Present-Direct-Write RT≠endorse [email protected]
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39K Followers 1K Following *مراسلة نيويورك تايمز في شبه الجزيرة العربية* Gulf bureau chief for @nytimes. Journalist in the Arabian Peninsula since 2011. Alum @business & @PittsburghPG
Inner City Press @innercitypress
266K Followers 3K Following Matthew Russell Lee for/as Inner City Press covers SDNY, UN Gate, banks & IMF. books https://t.co/xHL0pGID4n https://t.co/VTEqaLISDB
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329K Followers 346 Following 📖 Helping people find amazing books & develop a reading habit. 📧 Get my best book recs and reading tips in my free newsletter (link in bio).
Syed Yeamin @syed_yeamin
57 Followers 1K Following
Science girl @gunsnrosesgirl3
2.2M Followers 6K Following science in context, art history and some puzzles to solve
Kris Sidial🇺🇸 @Ksidiii
61K Followers 570 Following Co-CIO of Ambrus| (Focus: Exotic Derivatives/Volatility/ Tail risk hedging )| @penn guy (Not investment advice)
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798 Followers 725 Following 52 yr old mother of 1, loves photography and art, human rights issues, global issues. life is a 3D puzzle and everyone has a piece.
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89K Followers 4K Following Host @BeyondThePaleFM 99.5 FM @WBAI. Filmmaker. Street action w/ @ArtvWar. Bukharian Jewish HIAS refugee via former Soviet Uzbekistan. #CeasefireNow #JewOfColor
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8K Followers 4 Following Your data-driven gateway to the heart of the U.S. housing market. Exploring the trends, accessing the C-suite, and decoding the numbers. 🏡📊
George Robertson @BickerinBrattle
10K Followers 2K Following Expert in fixed income, equity, and derivatives of both. Started at "Liars Poker" Salomon, last job as head of long duration (US Treasurys) for Morgan Stanley.
DoubleLine Channel 11 @DLineChannel11
2K Followers 6 Following A series of @YouTube shows bringing you market insights and commentary with peers and industry experts hosted by @DLineCap Portfolio Manager Ken Shinoda.
Ashok @ashoswai
619K Followers 2K Following Father, Husband, Professor at Uppsala University ☮️ All opinions are my own
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11.7M Followers 665 Following political satirist,vegan,documentary :tickling Giants,book: revolution for dummies instagram: https://t.co/mtJB6E7ZZb official facebook below
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539K Followers 1K Following Journalist @EmpireFiles, #GazaFightsForFreedom, https://t.co/qgo82edlsE
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470K Followers 83 Following Official Twitter account for Norman G. Finkelstein https://t.co/RPKMXeCp9z
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61K Followers 10K Following Tech Exec, @SOAAorg Board, @AtlanticCouncil | Fmr: Army, Pentagon, IC, Bridgewater, Northrop Grumman | Iraq & Afghanistan | American & Johns Hopkins |
Mario Nawfal @MarioNawfal
1.4M Followers 21K Following Unfiltered Unbiased Verified 24x7 Breaking News | NO BIAS, NO ECHO CHAMBERS: Host of the Largest Show on 𝕏 | Founder & Investor
PUNS @ThePunnyWorld
658K Followers 5 Following Follow for the most hilarious puns and dad jokes! Not affiliated with any of my tweets.
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207K Followers 132K Following ALWAYS YELL THE TRUTH. Lifting up voices and shining a light on injustices in Tennessee. (DM with story tips!) CASH APP $TNHoller or CHIP IN at the link👇🏽
Mike Hudema @MikeHudema
225K Followers 35K Following #Climate Campaigner focusing on addressing the #climatecrisis, building #greenjobs & a #GreenNewDeal. Let's join together and change the world!
Seung Min Kim @seungminkim
293K Followers 2K Following White House reporter for @AP. @CNN analyst, proud @washingtonpost @politico alum. Profile pic by @frankthorp Email: [email protected] 🧵: seungmin.kim3
You can have all the theories and stories and theses that you want. Nothing matters besides price action. Absolutely nothing.
Mexico’s election is already shaping up to be the most violent in the country’s modern history trib.al/xt4Pa4B
One powerful realization: Stop overthinking. Decisions are generally reversible, inaction is not.
With God as my witness I thought that was a profile shot of Donald Trump
Slightly obsessed with this press shot of Camilla, lurking in the shadows with a gin, like the evil matriarch of a Netflix drama.
Some of you are more mad about Fani Willis going on trips with a coworker boyfriend which both of them paid for than you are about Clarence Thomas going on trips that billionaires with business before the Supreme Court paid for.
If a very attractive woman DMs you about buying crypto, don’t trust him. It’s probably a scam.
@dahmed23 @madrid_mike One other note. NC is a semi closed primary. Only unaffiliated voters can pick which primary they want to vote in.
Souzzi: I promised the people I would deliver a simple message to this chamber. Wake up. The people are sick and tired of the finger pointing and the petty partisan bickering. They want us to work together.
There's a sentiment indicator in here somewhere...
The rally in Magnificent 7 stocks hasn't been accompanied by increased short interest "This lack of protection not only reflects a diminishing appetite to short stocks with strong positive momentum, but also the diminishing influence of short sellers" --JPM
Overheard in DC: "The war against AI is the Professional-Managerial Class’s desperate attempt to create a moat."
Bulls the minute $NVDA earnings come out:
The $NVDA at the money straddle in Feb 23 exp is ~$65; that is the implied movement in either direction between now and Friday's close. The $65 out-of-the-money Call is nearly 2x the cost of the $65 out-of-the-money Put. Not something you see too often in the options market.
We are in an era where fiscal deficits are structurally larger than the rate of bank lending and are set to grow in perpetuity, and so fiscal details tend to matter more than monetary ones.
I, a universe of atoms, an atom in the universe.
On this day 82 years ago, on February 19, 1942, President Franklin Delano Roosevelt, in the height of insanity of racism after the bombing of Pearl Harbor, signed Executive Order 9066. It ordered all Japanese Americans on the West Coast to be summarily rounded up and imprisoned…
How the fuck did Whittaker survive this??
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