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@elerianm @AtlantaFed Renting is just substantially more economical right now.
@SoberLook @steve_donze Semis pulling weight, as long as ther is a credit institution backing unprofitable companies and leveraging infrastructure investment, collectively market Free Cash Flow Yield is pretty low.
@carlquintanilla Will take a while to train entire generation on how to use AI productively tonreverse trend, short term incentive to boost profits by cutting job creates wonders for executive share boost.
@LizAnnSonders New Demand is not piling up as fast due to rising debt costs, but structural production and inventory constraints around AI Capex are already in execution due to supply chain bottlenecks
@LizAnnSonders About time, and it will keep falling. 5+ years old inventory vs 5 years ago @ 50% higher price is a terrible deal.
@chamath AI is great for private market (especially mega platforms to deploy $Bs to turn themselves into management fee machines) with paper value book repricing, variance in performance between top quartile and top decile has never been higher.
@elerianm Once/if oil will come down (aka less global conflict), headline CPI will back down to sub 2.5% and credit will be structurally cheaper.
@LizAnnSonders @NAHBhome Not a surprise when there is a 60% gap between the buyers and sellers
(((The Daily Shot))) @SoberLookl
9 Followers 474 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/WTMyg0ssg3).
848384784494 @8483847844ckjp
11 Followers 507 Following
_Jurrien Timmer @Timmafidelity
140 Followers 2K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/QoqhBHHmvc
Bloomberg @business
10.5M Followers 104 Following The first word in business news | Watch Live: https://t.co/nHEpHOzHqv | Newsletters: https://t.co/nWaCxHSKuU | Podcasts: https://t.co/096e9xMbPz
Atlanta Fed @AtlantaFed
95K Followers 81 Following Serving communities across the southeastern US 🚜 Likes/RT ≠ Endorsement.
(((The Daily Shot))) @SoberLook
171K Followers 279 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Joey Politano 🏳️... @JosephPolitano
95K Followers 2K Following Writing a data-driven newsletter about economics @ https://t.co/IanQ9oPoPi | Nuance? In this economy? | Full Employment Stan, Brazilian Coffee Tariff Victim
RenMac: Renaissance M... @RenMacLLC
63K Followers 1K Following Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.
Bank of Japan @Bank_of_Japan_e
60K Followers 0 Following The official account of the Bank of Japan. It provides updates on new releases and, when necessary, as in cases of emergency, communicates the Bank's messages.
Bank of England @bankofengland
429K Followers 0 Following The UK's central bank. We work to ensure low inflation, trust in banknotes and a stable financial system.
European Central Bank @ecb
829K Followers 126 Following The European Central Bank is the central bank for Europe's single currency, the euro. Its main task is to maintain the euro's purchasing power.
Jurrien Timmer @TimmerFidelity
232K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Guy LeBas @lebas_janney
27K Followers 900 Following Janney Chief Fixed Income Strategist & PM. Targeting a 10:1 sarcasm : useful content ratio. I do not reply to DMs for regulatory reasons.
Robin Brooks @robin_j_brooks
400K Followers 240 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
Jim Bianco @biancoresearch
792K Followers 2K 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
Mohamed A. El-Erian @elerianm
1.1M Followers 1K Following Rene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge
Joseph Wang @josephwang
212K Followers 616 Following The Second Edition of Central Banking 101 is available now! YouTube: https://t.co/wTjbN1ig0A
Nick Timiraos @NickTimiraos
494K Followers 122 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Andrew Ross Sorkin @andrewrsorkin
1.2M Followers 4K Following @NYTimes Columnist/Editor & @SquawkCNBC Co-Anchor. Author, “1929” + “Too Big To Fail”. Founder, @DealBook. CoCreator, BILLIONS @Showtime. Proud Dad.
Carl Icahn @Carl_C_Icahn
647K Followers 105 Following Chairman of Icahn Enterprises L.P.; etc., etc. Some people get rich studying artificial intelligence. Me, I make money studying natural stupidity.
Ben Carlson @awealthofcs
399K Followers 690 Following Trying to bring some common sense to the world of finance. NEW BOOK: https://t.co/R9CBu4QfjK
Morgan Housel @morganhousel
728K Followers 856 Following Author of a few books, @collabfund, director at Markel Group. Nice to see you.
zerohedge @zerohedge
3.4M Followers 984 Following
Michael Santoli @michaelsantoli
179K Followers 1K Following CNBC Senior Markets Commentator. Markets. Business. Baseball. Cranky New York parochialism.
The Wall Street Journ... @WSJ
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Bloomberg @Bloomberg
1.4M Followers 46 Following Connecting decision makers to a dynamic network of information, people and ideas.
Reuters Business @ReutersBiz
3.4M Followers 238 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
The Economist @TheEconomist
26.3M Followers 150 Following News and analysis with a global perspective, since 1843. We’re here to help you understand the world around you. Subscribe here: https://t.co/RpUQAAnhog
Financial Times @FT
7.1M Followers 1K Following Big stories and breaking news as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
Nouriel Roubini @Nouriel
704K Followers 918 Following NYU Prof; Time100, FT, FP, Forbes, Coindesk Top Mind Awards. New book Megathreats: https://t.co/OGSAK3LgTF
Ray Dalio @RayDalio
2.6M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Liz Ann Sonders @LizAnnSonders
851K Followers 785 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXTgKSM
Federal Reserve @federalreserve
1.6M Followers 26 Following The official Twitter channel of the Board of Governors of the Federal Reserve System. Privacy Policy: http://t.co/pbRRCfwyouYou might like
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