EL @evan_lorenz
Deputy editor at Grant's Interest Rate Observer. Any opinions or mistakes are my own. NYC Joined May 2014-
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Crytpos are in a bull market and SBF just got 25 years while CZ faces a sentencing hearing in April. This is like if we were in the middle of the dot-com bubble and the CEOs of both the Nasdaq and the NYSE were behind bars.
And with that, crypto is finally safe for at least a quarter century.
Boeing CEO who didn't go into office leaves office. wsj.com/business/airli…
Passive-aggressive
EL retweeted
Cities face rising murder rates
On a long enough time frame, everyone becomes a value investor.
On a long enough time frame, everyone becomes a value investor.
EL retweeted
US household interest payments on non-mortgage debt hit a record $573 billion over the past year and is close to surpassing interest payments on mortgage debt ($578 billion) for the first time ever.
Private credit / equity
Private credit / equity https://t.co/upwE7yx86t
The world just wasn't ready for a $3 million car with a 3 hour battery life.
The world just wasn't ready for a $3 million car with a 3 hour battery life.
A stock with too many hedge funds in its shareholder roster is a hedge fund hotel. Is there a catchy or alliterative term for a stock that's over-owned by passive funds?
"Lucid Motors will only build 9,000 EVs in 2024 after once predicting it would ship 90,000" techcrunch.com/2024/02/21/luc…
EL retweeted
465 more feet of the 2nd Avenue subway
A bagholder named Sacks seems a bit too on the nose.
A bagholder named Sacks seems a bit too on the nose.
Is the Vision Pro the next Segway? When the mobile scooter first launched, it was impressive tech and lauded by Silicon Valley visionaries as world-changing. However, the high price tag and niche use cases limited Segway to a rather small market.
Is the Vision Pro the next Segway? When the mobile scooter first launched, it was impressive tech and lauded by Silicon Valley visionaries as world-changing. However, the high price tag and niche use cases limited Segway to a rather small market.
I'd take the robot with six hands over either of the current leading candidates.
I'd take the robot with six hands over either of the current leading candidates.
Why do you think Icahn was so successful?
Why do you think Icahn was so successful?
I'm genuinely impressed by Adam Neumann's ability to extract cash from investors. He's like a Tobin tax on venture capital.
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Michael Kao @UrbanKaoboy
93K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
JC Oviedo @JCOviedo6
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Demetri Kofinas @kofinas
36K Followers 363 Following I get you access to the people and ideas that matter so that you can learn to build financial wealth and always stay ahead of the curve | Host of Hidden Forces
Barbarian Capital @BarbarianCap
44K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
Jesse Felder @jessefelder
165K Followers 120 Following "I'm just lookin' for clues at the scene of the crime..."
Montana Skeptic @Mont.. @montana_skeptic
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Porter Collins @Seawolfcap
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Hunter 🌆 @rhunterh
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T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
Simon Mikhailovich @S_Mikhailovich
43K Followers 332 Following Contrarian, entrepreneur, sailor. TBR manages global private bullion reserves; TBS helps buy & store bullion in the US. Independence, Endurance, Scarcity
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Pizza_Lover @PizzaLover34036
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Mark R @marob1010
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Sesetha @Sesetha181000
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Shivam_gupta514 @Gupta514Sh15714
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Gina Martin Adams @GinaMarrtinAdam
3K Followers 738 Following Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a division of Bloomberg LP, and is based in New York, NY
Robert Wren @RobertW38088283
95 Followers 494 Following 62 year old Beast. High intensity training. Un-vaxxed. Freedom loving. TLAS. Carnivore. No anabolic drugs.
Aa_ron4521 @ron452152786
33 Followers 926 Following
Tru__ffle @TFfle73312
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Paisley_Johnso @JohnsoPais2245
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Ryu @Ryu1025809
95 Followers 640 Following
Sonata @Sonata108381
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Sonya @Sonya7220197682
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Geythay @Geythay186699
1 Followers 349 Following
Ma_nu5813 @MNu581398304
4 Followers 666 Following
Nathan @Nathan27016
43 Followers 24 Following
Campbell @camaustin
80 Followers 334 Following
Tessa @Tessa2940972475
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Gdesertsurfer @Geomike10
830 Followers 458 Following proud USMC dad/brother , investor , retired contractor .life is full of choices look around did you make the right ones .live life like you mean it
_SarJ_7A28 @7a28Sarj86202
32 Followers 1K Following
kundalini3776 @kundalini347711
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yuvara_126 @126Yuvara16018
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Eva @VeromcaBer53633
6 Followers 545 Following Do things you haven't done before, buy your favorite things, be moved by strangers who pass by, feel the world with force, don't hear.
DublinBlues @DublinBlues
0 Followers 234 Following
Cruz ozari @cruz_ozar
23 Followers 194 Following
bella @bella1253605
11 Followers 930 Following
Vamsi_K_Matcha5400 @KMatcha54052517
8 Followers 921 Following
Adam Forester @Jerkextra
0 Followers 54 Following
Br__atwurst @AtwurstBr24063
7 Followers 1K Following
michael_mi2024 @Marioi2024
44 Followers 270 Following
Hannah_Allen @HannahAlle78795
4 Followers 1K Following
r @r52194804
2 Followers 12 Following
8_2SarJ_ASJA @2sarj76274
30 Followers 1K Following
ClstlGrce_68 @clstlgrce65364
31 Followers 1K Following
Osaka Ben Leo @OsakaBenLeo
551 Followers 808 Following Narcissist according to a celebrity psych since I use LMAO a lot on here. Lover of gyros, Greek pastries, whisky, whiskey, and trading. Pronouns LMAO/LMAOOOOO.
HilariousHarmony @HilariousH99743
9 Followers 1K Following
Kyle Williams @KyleWil35640088
16 Followers 43 Following
Robert Ciobotea @RobertCiobotea
71 Followers 713 Following
Michael Diamond @mpcd2017
1 Followers 182 Following
Tricryptotops @tricryptotops
142 Followers 1K Following
oof @oof_solana
2K Followers 2K Following the sol purpose of this token is to make token holders go $oof https://t.co/6TDq7F6rMf
Lisa Abramowicz Priva.. @lisaabramowiczj
2K Followers 9K Following I'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @lisaabramowicz1
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Michael Kao @UrbanKaoboy
93K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
modest proposal @modestproposal1
100K Followers 806 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Daniel S. Loeb @DanielSLoeb1
124K Followers 990 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Demetri Kofinas @kofinas
36K Followers 363 Following I get you access to the people and ideas that matter so that you can learn to build financial wealth and always stay ahead of the curve | Host of Hidden Forces
Jesse Felder @jessefelder
165K Followers 120 Following "I'm just lookin' for clues at the scene of the crime..."
Montana Skeptic @Mont.. @montana_skeptic
23K Followers 852 Following Annoying Elon since 2016. https://t.co/pu3GyHmdmF…
Ricky Sandler @rsandler21969
26K Followers 416 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Steads @winsteadscap
10K Followers 449 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Amend and Pretend @amendandpretend
2K Followers 2K Following Everybody acting tough when they up. Everybody acting tough.
Stephanie Ruhle @SRuhle
811K Followers 2K Following Host of @11thhour on @msnbc M-F 11PM EST, @nbcnews Snr Business Analyst, former: @Bloombergtv, Deutsche Bank, CSFB. L❤️ver of odd #s & even playing fields
Simon White @LondonSW
502 Followers 495 Following
JUNK BOND ANALYST @junkbondanalyst
6K Followers 763 Following Leveraged finance & dank memes, in a constant state of distress.
Gordon Johnson @GordonJohnson19
48K Followers 594 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
Ari Lazar @pommelhorse9
2K Followers 1K Following Buyside equity analyst at RGA Investment Advisors looking to chat stocks. I am also an Illinois High School gymnastics judge
Capital Capital @Cap1talCap1tal
179 Followers 458 Following Starting anew. Lover of stonks. Disliker of frauds. Still no profile picture. Personal account -- not investment advice.
Bruce Richards @Bruce_Markets
4K Followers 59 Following CEO Marathon Asset Management // Follow for Daily Insights on the Markets
RiverRoadPartners @partners_road
4K Followers 247 Following Hedge fund manager. Bring any short idea; focus on frauds and fads. River Road Partners is a made up name for X, by the way, so don’t bother.
Refrigerator Capital @RefrigeratorCa2
957 Followers 596 Following LO generalist on a burner account talking about growth and ROIC to whoever will listen. DMs always open to talk business / stocks.
🌿 lithos @lithos_graphein
6K Followers 2K Following Semiconductors - Follow me to learn all about microchips & how we print them. My web scraper is a live dashboard for the freshest TechWar news. 👇🏽🔗
Dr. Mike P. Moffatt �.. @MikePMoffatt
48K Followers 688 Following Founding Director, PLACE Centre. Co-Host, "Missing Middle". Husband. Father. Brother. Son. Economist. Housing guy. I used to do other stuff. Details in link.
Sheep of Wall Street @Biohazard3737
50K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
David Bell 🇨🇦 @davidnhbell
1K Followers 374 Following Real estate financier and investor. Co-founder and Managing Partner at Oakbank Capital Group.
soonervaluecap @soonervaluecap
9K Followers 4K Following
North Bluff Capital @bluff_capital
15K Followers 4K Following Market news. Tweets not recommendations, do your own research.
Sleepwell🛌 @SleepwellCap
22K Followers 612 Following Looking for investments to sleep well. Mostly Music, Tech, Financials & Luxury. Musician and engineer. Opinions my own, please see disclaimers on Substack.
In Practise @_inpractise
21K Followers 615 Following Primary Research for long-term fundamental investors.
CVC.ai @CVCResearch
8K Followers 4K Following Value investor. Skeptic. CFA. Debunked Bloomberg's bogus $SMCI spy chip story. Ran a $100M+ L/S solar book. Semicap enthusiast. Princeton trained poster. #LGM
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
Bag Holder @BagholderQuotes
44K Followers 640 Following You don't loose if you don't sell. A satire, parody, and humor account. A silly thing. We all hold bags so let’s at least have some fun with it.
Viceroy @viceroyresearch
43K Followers 59 Following A group of individuals that see the world differently. Read our disclaimer on each report.
Faux Greg Maffei @maffei_fake
4K Followers 485 Following Making the world safe for media investing parodies. Account run by a mogul. Investor @SiriusXM @Braves @QVC @getspectrum @F1 and more. Chair of $LTWTA $LTWTB
Global Value Hunter @stockjock84
7K Followers 661 Following Personal account. Focused on global value + catalysts
Ari Sass @FullySynergized
9K Followers 1K Following I like adjusted, pro forma, fully synergized, constant currency, non-GAAP EBITDA and Factory Records.
MoatsLikeKodak @MoatsLikeKodak
10K Followers 2K Following Trying to distinguish Kodak moats from Coca-Cola moats. Rays fan. There was only 1 real RI governor in 1842!
Iceburgh @IceburghCapital
2K Followers 761 Following Every tweet is probably wrong as I have no idea what I am doing. Please don’t sue me.
June Street @June_Street
5K Followers 2K Following Global Equity Investor - Widening Moats, Structural Growth, 10 Year+ Horizon.
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
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Kaes Van't Hof @KVanthof
4K Followers 859 Following
Joey Politano 🏳️.. @JosephPolitano
64K Followers 1K Following Writing a data-driven newsletter about economics @ https://t.co/IanQ9oPoPi | Nuance? In this economy? | he/him | Bi/pan
Matt Darling 🌐🏗.. @besttrousers
47K Followers 2K Following Senior Employment Policy Analyst @niskanencenter. Chief Neoliberal Shill 2023. Labor/behavioral economics and causal inference.
Domenico De Giorgio, .. @degiorgiod
6K Followers 298 Following Adj. Prof. Financial Markets,Credit,Banking @ Unicatt, Milan. Strategic Advisor. All things Macro, Bonds Energy Specialist with a Softs touch Ex Citi, ex U.B.M.
EM Fin @EM28Fin
382 Followers 1K Following Interested in geo-politics and financial economics; Trade EM bonds during the day
Macropotamus 🦛 �.. @macropotamus
7K Followers 749 Following Macro observer swallowing all things macro. Views are mine alone, mostly incoherent thoughts. Not investment advice or recommendation.
Macro “KING LEEROY�.. @MacroTactical
23K Followers 1K Following Elite || markets are just positions. macro thinker. intraday cross asset. Simply Effective
Lord Fed @lord_fed
22K Followers 473 Following
Capital Flows @Globalflows
16K Followers 602 Following Discretionary Alpha Trader / In the information age, you simply need to be at the right place, at the right time, with the right information to succeed / ✞ 📖
bondgirl @bondgir60905823
1K Followers 1K Following Continually learning about markets…. fixed income obsessive, Occasionally I do drink cocktails 🍹
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
STIR Prince @stirprince
242 Followers 173 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.
spaghettilisbon @spaghettilisbon
4K Followers 815 Following Macro/Abs Return PM, everything is a lie until proven otherwise I like to trade Bunds
Deer Point Macro @deerpointmacro
25K Followers 2K Following Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.
686 Ebullient Prism @686Prism
8K Followers 730 Following Forerunner AI and Monitor of Line Installation 1-4. Unethical and have no regard towards a beings consent for inspection - art powered by @where_is_hardo & coTrends for United States
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