Richard Farr @farrmacro
Chief Market Strategist, Merion Capital Group. Always seeking truth / assessing risks. My opinions only. Not sufficient for investment advice. Do the work! merioncapitalgroup.com Joined January 2017-
Tweets6K
-
Followers3K
-
Following368
-
Likes741
Two Year Treasury yield is telling you that there won’t be any rate cuts any time soon. This will increasing become problematic for over-leveraged consumers. Watch those consumer discretionary stocks … cracks are emerging.
The university system is broken. Exorbitant costs. Garbage degrees and useless programs. Administrators over educators. Politicized research grants and agendas. The top schools are now laughable. We need a system that deemphasizes this waste of time and resources. If you know…
The university system is broken. Exorbitant costs. Garbage degrees and useless programs. Administrators over educators. Politicized research grants and agendas. The top schools are now laughable. We need a system that deemphasizes this waste of time and resources. If you know…
Amazing how long it takes for things to develop sometimes.
Amazing how long it takes for things to develop sometimes.
Tend to agree. That was some real undisciplined slop last night.
Tend to agree. That was some real undisciplined slop last night.
BREAKING: US official tells ABC News that Israel conducted airstrikes on a target in Iran
Oh it will be bumpy. Usually they break things on the way.
Oh it will be bumpy. Usually they break things on the way.
Why would anyone wait in line at City Hall unless they thought they would get something out of it
Why would anyone wait in line at City Hall unless they thought they would get something out of it
And soon they start thinking about hikes
Hawkish. Here’s the deal .. some things work with lags. Other things don’t. Consumer / homebuyer learning to live with higher rates. They’ll switch jobs if needed or raise prices. Which means impact of prior rate hikes has weakened. Also, as rates go up, financing costs go…
Hawkish. Here’s the deal .. some things work with lags. Other things don’t. Consumer / homebuyer learning to live with higher rates. They’ll switch jobs if needed or raise prices. Which means impact of prior rate hikes has weakened. Also, as rates go up, financing costs go…
And we wonder about gold politico.com/news/2024/04/1…
"3 Chinese asset managers have received initial approval to offer ETFs backed by spot virtual assets such as #Bitcoin & #Ether in Hong Kong, part of the city’s ongoing efforts to turn itself into a global #cryptocurrency hub" caixinglobal.com/2024-04-15/chi…
Little doubt in my mind the NFL has this problem. You can see the lame 'roughing the passer' calls and holding calls (and non-calls) in plain sight now. Worst officiating we've ever had. Maybe because it's intentional? mediaite.com/sports/shaq-sh…
Rates are everything.
Thanks for the mention, @ungarino We think the end of the BTFP, along with rising rates and deteriorating delinquencies are going to create problems for consumer discretionary, as well as, some of the lesser-capitalized banks. barrons.com/articles/jpmor…
Slightly less compelling story when you have a $9 / day Starbucks in your hand. But the math holds nonetheless.
Slightly less compelling story when you have a $9 / day Starbucks in your hand. But the math holds nonetheless.
Fighter jets over Tel Aviv.
It’s pretty accurate. Now add on “genie out of the bottle” syndrome. Greed. Things needing to play catch-up (see NJ transit hike this week). Add on some int’l turmoil. Add on demographics. Add on the stimulus train has momentum. Add on household balance sheets got…
It’s pretty accurate. Now add on “genie out of the bottle” syndrome. Greed. Things needing to play catch-up (see NJ transit hike this week). Add on some int’l turmoil. Add on demographics. Add on the stimulus train has momentum. Add on household balance sheets got…
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.
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Robert McGroarty @HedgeyeRJM
5K Followers 336 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
trendwhizo @trendwhizo
7K Followers 189 Following Global, high Sharpe ratio, Alpha extracting Long/Short Trader. #quant asset allocator. Not investment advice. Do your own due diligence. CFA.
Other Side Asset Mana.. @OtherSide_AM
3K Followers 453 Following Other Side Asset Management is a boutique investment firm focused on capital preservation & risk management. Opinions are my own - NOT investment advice
jimmyrunsmoney @jimmyrunsmoney
3K Followers 2K Following 🇺🇸 Recovering credentialed elitist | full cycle investing | memes | shitposting | I didn’t hear no bell
The Muni Guy @MuniBondz
1K Followers 135 Following MD CMA. Morehead State Graduate, 🏈 Kicker 94/95 & Foundation Trustee. Generation X. #MuniBonds4Life. Never Financial Advice. #BBN
Leslie @spdsk8trgrl
3K Followers 835 Following I was hoping things would make more sense as I got older, not less
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Andrew Palmer @AndrewHMPalmer
2K Followers 1K Following Father, husband, reader, truth-teller, libertarian, atheist.
Lillian Morro @LillianMor82507
25 Followers 5K Following
Adam Cheng📊📈�.. @AdamCheng89
660 Followers 5K Following Disclaimer: Tweets ≠ investment advice. They're personal opinions, not recommendations for trading. Do thorough research before making investment decisions.
Aysha Sommese @AyshaSommes
49 Followers 5K Following
Robena Poledore @PoledorRob
34 Followers 5K Following
DavidV @DavidMediaxit
405 Followers 3K Following
Renkotrader631 @renkotrader631
160 Followers 2K Following
PointeeBoots @tradlvalu
471 Followers 4K Following #2A Fighting the Good Fight🙏 Steeler Nation🏈 MMA🥊
محلل فاالعم.. @aru62453
2K Followers 85 Following مضارب يومي باالاسهم والعملات الفوركس ومحلل الشموع اليابانيه شخصية مؤثر ف التحليل بعد الله ✋🏻
Fawn Maccarino @MaccariFaw
59 Followers 5K Following
Patrice Gett @gett_ge
87 Followers 5K Following
Scarlett Mcdougle @ScarlettMc22852
23 Followers 2K Following Scarlett - 19 - Biggest crypto casino presale👇🍓
Jeanie Sitts @JeanieSitt19979
64 Followers 5K Following
Clarice Nanz @na_claric
52 Followers 5K Following
Millie-rose Otake @ota_millie
22 Followers 2K Following Millie-rose . 23 . Biggest crypto casino presale👇⚡
Brianna Leatherman @BriannaLea33119
51 Followers 5K Following 21 . Capricorn . Brianna🎀 . TOP4.39% OnlyFans
_Kilie9_ @Kilie9268529
28 Followers 2K Following
Corrina Zerr @ZerCorri
48 Followers 5K Following
Josefine Weatherford @JosefineWe7972
31 Followers 2K Following Josefine ~ 21 ~ Earn now with crypto presale👇🐋
Sapphire Hartwell @HartwelSapphir
55 Followers 5K Following
Neave Anidi @ani_nea
53 Followers 5K Following
Chanda Pennacchio @pennacch_cha
78 Followers 5K Following
Judy Pagliuca @JudyPagliuca
123 Followers 2K Following
Edward Aguilar @EdwardAgui88186
15 Followers 627 Following
Nam Attaway @NAttaway87107
44 Followers 5K Following
Thu Tang @ThuTang09
29 Followers 754 Following
+60.24.7.365+ @LiQuidPr0Qu0
529 Followers 2K Following CARPÉ DIEM! Investing * Trading * StocksOptions * Free Minds * Independent Thinking not Advice* Behavioral Finance* Former W St.* )
Ankur Parekh @ConciseAnkur
1K Followers 2K Following IP lawyer; investor; NgU-Tech enthusiast 🟠 ⚡️; DYOR maximalist; explorer of the Metaverse; Oculus Quest novice; DJI Air 2S drone pilot
Robena Berens @RBerens32490
92 Followers 5K Following
Shellie Waldon @waldo_shel
40 Followers 5K Following
Tabitha Conchado @TabiConcha
66 Followers 5K Following
六度精进 @garry_xu
35 Followers 134 Following 热爱中国传统文化的电子工程 Love Chinese traditional culture and Electronics Engineer，I want here to publish traditional knowledge about China and its own electronic works
Bobby Slunaker @b_slunake
69 Followers 5K Following
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.
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Marc Cohodes @AlderLaneEggs
174K Followers 680 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
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
Robert McGroarty @HedgeyeRJM
5K Followers 336 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Alf @MacroAlf
424K Followers 249 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
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 ADVICE
Michael 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🤿
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Andy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Other Side Asset Mana.. @OtherSide_AM
3K Followers 453 Following Other Side Asset Management is a boutique investment firm focused on capital preservation & risk management. Opinions are my own - NOT investment advice
Quoth the Raven @QTRResearch
260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6f
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
David Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
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.
Rebecca Ungarino @ungarino
4K Followers 972 Following wall street reporter @barronsonline, former @businessinsider/@insiderunion, @mindsmatternyc advisor, @baruchcollege alum, lifelong new yorker
Anna Pickens @AnnaEMin5
2K Followers 421 Following Emergency Medicine, NY. #EMClerkship Director at @Maimonides_EM residency program. Prior @UChicagoEM. EM education/ #FOAMed enthusiast. https://t.co/WyHS8fCF2t
R A W S A L E R T S @rawsalerts
958K Followers 2K Following RawsAlerts is your go-to source for fast and accurate news coverage, specializing in groundbreaking events across the USA. Follow @Rawsglobal for world news
Robert J Marcin @RobertMarcin
1K Followers 438 Following Dad. Former equity manager/hedgie. Insane Flyers fan. Charming butthole value nag. Not bad stock picker, worth following for this alone. See pinned.
Matthew Pines @matthew_pines
32K Followers 5K Following Director, Security Advisory @SentinelOne | National Security Fellow @btcpolicyorg | physics & philosophy @ JHU, public policy @ LSE | geopol/tech/cyber/#Bitcoin
Nancy 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_
Eric Hovde @EricHovde
11K Followers 968 Following Running for U.S. Senate in Wisconsin to Restore the American Dream. Join Team Hovde TODAY!
Emma Muhleman CFA CPA @EmmaCFA1
28K Followers 3K Following Portfolio Mgr., macro hedge fund. Fox News & Fox Business Commentator. Libertarian. Exercise enthusiast. All opinions are my own. Not investment advice.
Robert F. Kennedy Jr @RobertKennedyJr
2.9M Followers 920 Following Independent candidate for President of the United States. #Kennedy24
Liz Young @LizYoungStrat
86K Followers 853 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
JE$US @WallStJesus
165K Followers 7K Following Son of Market Gods ▫️Market speculator for 25+ yrs▫️Flow rules everything around me … Wiseguy Sweeper bets & positioning analysis via https://t.co/3RGeX72tHT
Brad Gerstner @altcap
127K Followers 870 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
Bill @wabuffo
23K 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.
U.S. Central Command @CENTCOM
689K Followers 1K Following Official Account of U.S. Central Command (CENTCOM).
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Claudia Sahm @Claudia_Sahm
66K Followers 5K Following macro, Fed, fiscal, inequality. founder of Sahm Consulting. former Fed economist. creator of the Sahm rule, a recession indicator.
Louis-Vincent Gave @gave_vincent
11K Followers 393 Following CEO of Gavekal - for more information, go to https://t.co/e9Kd7vb4vq website
Patrick De Haan ⛽�.. @GasBuddyGuy
65K Followers 2K Following the gas price guy, “america’s best-known gas analyst”, oil & refined products analyst. myth buster/fact checker. bourbon fan. data lover. depaul alum
Liz Claman @LizClaman
118K Followers 2K Following #1 Business News Anchorwoman in America Anchor of The Claman Countdown 3pm ET on Fox Business.
James Lavish @jameslavish
117K Followers 1K Following reformed hedge-fund manager | ex-@yale hockey | drafted by bruins, landed on wall street | author of the💡Informationist newsletter simplifying finance for all
Barchart @Barchart
177K Followers 573 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News | & Much More
Ryan Mouque @ryanmouquegolf
20K Followers 186 Following Golf Coach to Tour players and avid golfers with a growth mindset that are keen to improve
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Gerry Dulac @gerrydulac
60K Followers 505 Following Cover Steelers, PGA Tour for Pgh Post-Gazette. Steelers Radio Network host and KDKA-TV Insider. Host of longest-running prime-time golf radio show in country.
Mick Mulvaney @MickMulvaney
19K Followers 116 Following Co-Chair, Actum, LLC; Advisor to Astra Protocol; NewsNation Contributor; Former US House (Blockchain Caucus), OMB, CFPB, Chief of Staff (Personal Account)
Enes FREEDOM @EnesFreedom
636K Followers 0 Following {Hizmetin Hizmetkârı} ~ FREEDOM IS NOT FREE ~ https://t.co/CkmvW2ZVgo & https://t.co/Y4XBHi291W
tom keene @tomkeene
162K Followers 17K Following bloomberg surveillance. present performance is no guarantee of future job.
Becky Quick @BeckyQuick
336K Followers 991 Following Squawk Box on CNBC. Former WSJ reporter & Fortune columnist. Loeb Awards finalist judge. ECNY board. Rutgers grad.
GURGAVIN @gurgavin
383K Followers 517 Following TECH FOCUSED INVESTOR & EVENT DRIVEN TRADER ( THIS IS MY ONLY ACCOUNT I WILL NEVER REACH OUT FROM ANY OTHER ACCOUNT )
David Slotnick @David_Slotnick
10K Followers 4K Following Aviation business reporter @thepointsguy | Past: @businessinsider | Boston-based Noo Yawker | Photographer, part-time EMT, paramedic student, former NYC EMS
ConvexityMaven @ConvexityMaven
29K Followers 2 Following Creator of $MOVE Index, $PFIX & $MTBA Managing Partner at https://t.co/tmnhsnRE29; Publisher of a (free) Commentary https://t.co/OwX9kW3QE2
Edward Russell @ByERussell
19K Followers 1K Following Aviation and transport journalist. Former @skift, @thepointsguy, @FlightGlobal, @FinanceAsia. Runner, cyclist, transit and cities. Opinions my own. He/him.
Lionel Hutz @LionelHutz_Esq
5K Followers 820 Following I watched Matlock in a bar last night. The sound wasn’t on, but I caught the gist of it. Legal special situations research @ValoremResearch.
Julian Klymochko @JulianKlymochko
26K Followers 1K Following CEO and CIO @AccelerateFT | Powering Diversification with Leading Alternative Investment Solutions
Diane Alter @diane_alter
2K Followers 314 Following Investigative Antitrust/M&A/Pre-Event Reporter. Insights and updates. Views are my own
Speaker Mike Johnson @SpeakerJohnson
708K Followers 610 Following 56th Speaker of the House | Christian, husband, dad, Constitutional law attorney & small biz owner.
Ben Shapiro @benshapiro
6.7M Followers 378 Following Daily Wire co-founder, host of @benshapiroshow, #1 NYT bestselling author, America’s #1 ex-rapper
Hananya Naftali @HananyaNaftali
428K Followers 790 Following I’m that Israeli who talks to the camera about peace in the Middle East 🇮🇱🕊️
Michael A. Arouet @MichaelAArouet
74K 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.
Al Jazeera English @AJEnglish
8.8M Followers 248 Following Watch Al Jazeera’s live coverage of the War on Gaza. #GettingTheFacts #YourRightOurDuty. For breaking news alerts, follow @AJENews.
Bari Weiss @bariweiss
1.0M Followers 5K Following Editor of The Free Press @thefp Host of Honestly @thehonestlypod Head of @nelliebowles fan club
unusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
Raw Reporting @Raw_Reporting
8K Followers 476 Following Helping you stay informed with real-time ⚡️ breaking news coverage! We bring you updates as events unfold! Buy Me a Coffee ☕️ https://t.co/uMKAn4zyjx
@novogratz Useless liberal bureaucrats creating useless positions to support the Bolshevik group they are part of
@novogratz @BillAckman If you arbitrarily fired half the administration, there would likely be no perceivable decline in student performance.
@novogratz @BillAckman Universities need to be underwriting student loans. Change my mind.
@lporiginalg I'm just going to use leeches.
well look at that: the first non-zero sum, synergistic war
Iran’s Attack on Israel Raises Fears of a Wider War, but All Sides Have Also Scored Gains japannews.yomiuri.co.jp/news-services/…
@farrmacro fred.stlouisfed.org/series/LNS1203… fred.stlouisfed.org/series/LNS1203… PT for economic reasons is Ok (up a little). It is the PT for non-economic reasons that is up BIG time. I am not at all sure that the big incr in PT for non-economic reasons is dispositive of a weak econ. Fintwit is too bearish
@farrmacro My father died in 2018. He. wanted us to pay down our mortgages. Left some money. While it made little sense to pay off a a<4% mortgage, I had to honor my father’s wish.
@farrmacro Sorry iron ore is $50bn deflation, oil is $390bn inflation.
Celebrating my Houston Cougars and @MarchMadnessMBB with my daughter and friends in Dallas. So proud of my gritty, tough Coogs!
@ag76_biotech @LynAldenContact I thought Powell was a touch overoptimistic in the presser. But I’m less worried about actions than words. And absent the data proving his thesis right they are not going to cut rates.
@jasonfurman @LynAldenContact Well Jason, in case you didn’t hear Powell’s last presser, he is dismissing hot prints as just bumpy road to 2%, it’s election year and the Fed is now officially data independent
🔥Fix Your SWAY🔥 If you suffer from a sway pattern in your backswing, this is the drill for you! One of the more common swing tendencies I see from golfers and this drill certainly helps get rid of it! If you’d like even more information on a sway pattern, I’ve created a…
My friend just closed a big business deal that I sent his way. He gave me this bottle of whiskey at closing that I had never heard of before. I think I like it. Thoughts?
@CollinRugg Bars are always a solid choice when choosing a place to have a philosophical conversation.
@farrmacro this, not just small banks, he's worried about the big boys...x.com/m3_melody/stat…
"According to the chart below...past due loans on commercial real estate at the largest banks...as of December 31 of last year are at 4.11 percent. That’s 1.66 percent higher than at the end of the fourth quarter of 2008" wallstreetonparade.com/2024/03/more-f…
Trends for United States
You might like
