Deer Point Macro @deerpointmacro
Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps. South Carolina Joined August 2019-
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MoF yentervention rarely works: The most recent in 2022 USDJPY fell on the day of the intervention this seems to be mostly covering of JPY shorts. The next few days USDJPY rebounded higher exceeding pre-intervention levels five days after the September 2022 episode. The…
How the declining number of doctors per 1,000 people in Canada is leading to more inequality in the healthcare system: @FinEconGlobal has talked about this but lets look at some of the stats to back up these points. "A survey of Ontario physicians found more than 80% of…
Immigration and the real exchange rate could bring a boost for CAD: When people immigrate to Canada they must bring funds with them. These funds will vary depending on size single, married, married with kids, etc. Thus the money brought in brings in additional capital flows…
Canadian inflation looks set to further moderate, and velocity moderates. After the demand pull from COVID and the fiscal and monetary tail-wind we saw a huge uptick in velocity of money. Now that the demand pull has started to mitigate the velocity (how often money is…
@Biotchinvestor @zerohedge Depends on how much yen were borrowed. After all, what’s Ueda gonna do? Increase the official rates at which the BoJ will buy JGBs by 2 basis points? 🤣 @acrossthespread @crossbordercap Loved watching $USDJPY blow thru 160 last night/yesterday, we called it @deerpointmacro…
CAD real exchange rate and Immigration as a % of the population: The change in real effective exchange rate and increase in immigrants as a % of population tend to have a positive relationship. However, the effect on the exchange rate tends to move with a lag. In further posts…
Consumption tends to lead changes in liquid cash reserves for households 🇨🇦: Household tend to try to smooth consumption. When consumption deteriorates the first utilization tends to be credit, then savings, and then the most liquid forms of assets. As a function of that…
latest sub post: The Repo Market Exodus, Part II (Extended Edition) concoda.com/p/the-repo-mar…
🇨🇦 first time in almost a year single family investment was greater than multi family. Multi family getting constrained from high rates and PDV of these capital intensive projects become less attractive. So less high rise investment. Decline in condo sales hasn’t helped…
Canada wealth effect has been a big driver of consumption. The massive rise in financial assets of households have increased rapidly since the 1990s. This when you started to see a fall off in the savings rate. This has also tended to follow the increase in both the S&P 500 as…
Count nails it
Graphically representation of Canada's productivity issues. Simply depreciation greater than capital investment. Let’s consider the equation 𝑘_𝑡+1=𝑖_𝑡+(1−𝛿)𝑘_𝑡. We can substitute variables to provide clarity. Firstly, we replace 𝑖𝑡 with 𝑖_𝑡=𝑠𝑦𝑡, where 𝑠𝑦…
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/
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceSpecial Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRxGeorge Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”Bob Elliott @BobEUnlimited
138K Followers 687 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceKantro @MichaelKantro
86K Followers 807 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial AdviceMichael 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🤿Steve Saretsky @SteveSaretsky
53K Followers 817 Following Real Estate aficionado. Vancouver Realtor & investor. Host of The Loonie Hour podcast.Daniel Foch @daniel_foch
36K Followers 4K Following The Canadian Real Estate Investor Podcast. Real Estate.Martin Pelletier @MPelletierCIO
47K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not meBen Rabidoux @BenRabidoux
37K Followers 2K Following Canadian housing/macro/credit...occasionally tweets about fishing. Founder of North Cove Advisors and @EdgeREAnalytics. DMs open. Equal opportunity blocker.Rahul @rhemrajani9
53K Followers 303 Following I try to simplify the markets ➡️ Macro insights 🔎 | Stock market info 📊 | Tech news 💬 | 𝐅𝐫𝐞𝐞 🗞️ @TheOneRead | #Spaceshost | Not financial advice.O’Hare Trade • Du.. @OHare888
10K Followers 889 Following Finding Value Through Focused Research PCX Options-Bear Stearns R.I.P🇺🇸🇵🇱🇮🇱CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and dataBill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_Nasma Ali @nasmadotali
23K Followers 116 Following broker & founder @onegrouptoronto part of real broker | $420M+ in sales | engineering background & a decade in corp world before switching to salesReWoman👠 @REWoman
12K Followers 3K Following Michelle Makos, BrokerOwner ~ Tweets are my own. Practicing real estate with ❤️🤍 and common sense.Neely @NeelyTamminga
17K Followers 2K Following Co-Founder & CEO @ DISTILL | CEO Advisor | Professor | Consumer + Econ Nerd | TEDx Speaker | Fly Fisher | Wife + MomBessClarke @92169AduJV70s
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62 Followers 1K Following Finance, Markets & Technology Personal musings, not investment adviceLa @LaComatosa
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1 Followers 1K FollowingJohn Chambers 💔�.. @orangesky_JC
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16K Followers 1K Following Macro Trader 20+ years, Founder of The Alethea Narrative: Using Narratives to Seek Truth in Financial Markets, Macro Advisor LaDuc TradingSlayden @AR111111AM
611 Followers 2K Following #AR111111AM | Rockets, eh? | Everything has a purpose, & nothing should be wasted | Perspectives. Thank you for a free speech platformStavan Thakrar @StavanThakrar1
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304 Followers 901 Following Jesus Christ is Lord and Savior. Everything else is secondary.Trump Llama 🦙🦙�.. @JagerMario
600 Followers 2K FollowingNick @Nick71841639961
9 Followers 17 FollowingSovereign @thesovereignbtc
724 Followers 623 Following Chief Chaos Officer @SeizeCTRL. Mapping out the Post Fiat future.my2cents @0point02
235 Followers 447 Following Focused on max returns, currently highest ROI Bitcoin miners. Reposts do not equal endorsement. Not financial advice. Only invest what you can afford to lose.Fidel Cashflow🏴.. @fullfieldflicks
719 Followers 625 Following #DRS BOOK Power to The Players $GME USD Milkshake and GameStop will be the greatest synergistic liquidity black holes the world has ever seen.ccbc_cap @ccbc_cap
59 Followers 230 FollowingGW @gw70642011
859 Followers 608 Following Fool me once, shame on?...Shame on you... Fool me...you can't get fooled again...Thanks to my guy in the sky!...or girl! lol. Post it notes of my life...Smile!Iko | Web3 @IkoWEB3
101K Followers 11K Following 🇪🇺 KOL @Galxe ⛓️ Kollektiv Deals | 🤖 Living In The Future | #NFA & #DYOR |Titetose @Titetose142148
0 Followers 226 Followingstockneo @SaBen217747
173 Followers 1K FollowingLe Tava Fur 🪬 @sharerofcontent
50 Followers 750 Following Sharer of Content⭐️Internet Socialite ⭐️Influencer⭐️Politics⭐️Art🖼️ Travel ✈️Science🧬Food🍓Animal lover 🐕🦮🐈Freedom of Speech 📢Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceSpecial Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRxGeorge Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”Bob Elliott @BobEUnlimited
138K Followers 687 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceKantro @MichaelKantro
86K Followers 807 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial AdviceMichael 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🤿Steve Saretsky @SteveSaretsky
53K Followers 817 Following Real Estate aficionado. Vancouver Realtor & investor. Host of The Loonie Hour podcast.Daniel Foch @daniel_foch
36K Followers 4K Following The Canadian Real Estate Investor Podcast. Real Estate.Martin Pelletier @MPelletierCIO
47K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not meBen Rabidoux @BenRabidoux
37K Followers 2K Following Canadian housing/macro/credit...occasionally tweets about fishing. Founder of North Cove Advisors and @EdgeREAnalytics. DMs open. Equal opportunity blocker.Rahul @rhemrajani9
53K Followers 303 Following I try to simplify the markets ➡️ Macro insights 🔎 | Stock market info 📊 | Tech news 💬 | 𝐅𝐫𝐞𝐞 🗞️ @TheOneRead | #Spaceshost | Not financial advice.O’Hare Trade • Du.. @OHare888
10K Followers 889 Following Finding Value Through Focused Research PCX Options-Bear Stearns R.I.P🇺🇸🇵🇱🇮🇱CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and dataBill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_Nasma Ali @nasmadotali
23K Followers 116 Following broker & founder @onegrouptoronto part of real broker | $420M+ in sales | engineering background & a decade in corp world before switching to salesReWoman👠 @REWoman
12K Followers 3K Following Michelle Makos, BrokerOwner ~ Tweets are my own. Practicing real estate with ❤️🤍 and common sense.Neely @NeelyTamminga
17K Followers 2K Following Co-Founder & CEO @ DISTILL | CEO Advisor | Professor | Consumer + Econ Nerd | TEDx Speaker | Fly Fisher | Wife + MomCraig Shapiro @ces921
16K Followers 1K Following Macro Trader 20+ years, Founder of The Alethea Narrative: Using Narratives to Seek Truth in Financial Markets, Macro Advisor LaDuc TradingJohn Comiskey @Johncomiskey77
12K Followers 457 Following Engineer (mortgage tech), attorney (non-practicing). Opinions totally my own, not advice of any type.Dhrumit Patel🇮🇳.. @Dhrumit08
136 Followers 461 FollowingDesiree Patno @DesireePatno
5K Followers 3K Following CEO of @NAWRB & Desiree Patno Enterprises. Chairwoman NDILC; Family Office, Real Estate, Government, Advisor, Gaming, Investor, Capital, Publisher-Elevate WomenAgainst All Odds Rese.. @JasonP138
12K Followers 1K Following PM | Macro | Exploring Commodity Cycles | Trend Follower | Futures-Commodities, Currencies, Bonds, Crypto, Sectors | TedX 🎤 https://t.co/61afRV2UF9Sir Kurtosis, Lord of.. @The_Macro_Brief
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2K Followers 374 Following Phil Santoro is an Entrepreneur and Co-Founder of @wilburlabs, a startup studio based in San Francisco.MacroMinutes @MacroMinutes
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658 Followers 172 FollowingRaza Mirza | رضا �.. @razamirza
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452 Followers 739 Following My page is a collection of thoughts on macro and markets. Macro strategist at Nordea. Opinions are my own.Bernie Matthew @berniematthew
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1K Followers 1K Following Prev. Funding manager @Riksgalden Swedish National Debt Office | Focus on macroeconomics - FX and Fixed Income markets. Tweets are my ownChris Cates @itschriscates
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4K Followers 365 Following Love the Gamma Land. Only post what I see. My tweets are not trading advice. Do your own DD. G.D Arch. B. Arch., M.S. Arch., & M. S. Business, Corp Finance.Viking @RelevantWarrior
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great spaces tonight. getting dozens of DMs! almost 4K tuned in! thanks @acrossthespread @DarioCpx @deerpointmacro @EmmaCFA1 @ces921 @marketswithmay 🤝🤝🤝
@deerpointmacro 🎯 they are usually chasing their tail, when they really need conditions that favor lower US rates.
⚠️ US DOLLAR FALLS SHARPLY VS YEN, DOWN 2.35% AT $154.08 YEN
👇👇Gonna do a spaces tonight with several other fintwit accounts on the Yen! x.com/i/spaces/1mnxe…
This 4.5% increase in SEPH avg weekly earnings is actually quite solid! A note about SEPH: the weekly earnings data is better quality than hourly wages - the the former is observed directly in every paycheque, while the latter relies on employer surveys to estimate hours worked
The ever-volatile pace of wage growth in SEPH perked back up to the range of 4%, though it remains below the 5% rate recorded in the LFS. Still, interesting that the softer data in the 2nd half of 2023 hasn't carried over.
@deerpointmacro I agree. Possibly a "hot take", but probably just standard int'l welfare econ: by systemically importing savings via immigration, we are also offshoring some investment. To get those savings, we want to see growing productivity in those source countries.
@deerpointmacro ZYN is THE name in the category & $PM has the marketing muscle to keep it that way. Long $PM Never used ZYN. Quit all tobacco very long time ago.
@JasonP138 One month of outperforming the other countries, means a month of an appropriate nickname. So @deerpointmacro & @ozzie1453 do you prefer No. 1 or top-performer? Or are we just sticking with your chosen titles? $TUR
I want to say thank you to the big accounts the follow me A drastic change from 1 year ago As I grow this account @Stocktwits @eliant_capital @concodanomics @AlessioUrban @notmrmanziel @HODL15Capital @Braczyy @bitcoinmunger @MrZackMorris @FortuneOptions @EVNFT…
@Biotchinvestor @zerohedge Depends on how much yen were borrowed. After all, what’s Ueda gonna do? Increase the official rates at which the BoJ will buy JGBs by 2 basis points? 🤣 @acrossthespread @crossbordercap Loved watching $USDJPY blow thru 160 last night/yesterday, we called it @deerpointmacro…
It's incredible that 3 different major economies have conflicting goals between the fiscal and monetary authorities. 1) US Treasury has the power to totally upend the Fed and QT 2) Canadian government is the primary cause for the BOC not yet cutting
Locked in! Happy for my two very good friends
Some big news from over the weekend: she said yes!
Some big news from over the weekend: she said yes!
🧠 AI's Recap of last night's Spaces Welcome to an recap of 'The Week with @PiQSuite 2024-04-28 23:02' hosted by @LillybeLilly on Twitter Spaces. Let's dive into the key takeaways from this engaging session. The session kicked off discussing the FTC's scrutiny of the Tapestry…
🔥 ICYMI: Check out the Spaces that the awesome @LillybeLilly hosted with @PiQSuite Play Recording → x.com/i/spaces/1zqjv… Huge thanks to the epic speakers, which included: @NeelyTamminga @paulcerro @deerpointmacro @merlinscapital @JulianKlymochko @BankerWeimar @PKurzin…
🚨 BREAKING 🚨 New Macro Insights with @deerpointmacro just dropped! And you get to see what he looks like. We talk: - Gold - Is Deer coming around on #Bitcoin? - US dominance and more! Tune into the full episode 👇
Laffer Curve (revenue optimizing tax) was first written on Dick Cheney’s napkin. The curve also follows Stigler’s Law of Eponymy (which is true to itself in turn) in that it is named after the wrong progenitor (Ibn Khaldun first outlined it in writing) (Link in comments)