George Noble @gnoble79
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.” m.youtube.com/channel/UCVI0K… New York, NY Joined November 2010-
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Wall Street Week with Louis Rukeyser and Special Guest George Noble (Jun... youtu.be/3rSsV_F78ZQ?si… via @YouTube June 15, 1990. The Dow was at 2900, Fed funds were 7%, Enron was a legit company and I was young and ran the #2 Fund in the country.
Rising Bond Yields, Are Equities on Borrowed Time with Michael Kramer, Tom Thornton, Michael Kantrowitz, and Neely Tamminga. Available on YouTube and all podcast platforms youtu.be/ZMw7qLSvnn4 @MichaelMOTTCM @TommyThornton @MichaelKantro @NeelyTamminga
Le Shrub🌳🔥🇺�.. @agnostoxxx
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138K Followers 688 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 AdviceAlexander Stahel 🇺.. @BurggrabenH
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61 Followers 690 Following🇮🇳V143 @P143143143v
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578 Followers 243 Following Jesus⛪ patriot🇺🇸❤ Likes swimming🏊♀️ outdoor activities🚶♀️⛺ sun beaches🏖 Personal opinion forwarding does not mean endorsement!Ed @EdwardCLER
143 Followers 666 FollowingLeoVelmo @LeoVelmo
69 Followers 517 FollowingLe Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languagePaulo Macro @PauloMacro
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261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.Special Situations �.. @SpecialSitsNews
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4K Followers 714 Following Top-10 NYT bestselling author @AEI Retired @BainCapital Partner https://t.co/gmmdbORBTO Tweets of noteworthy economic news from my research team.TwilightZone @TwiIightZone_
106 Followers 250 FollowingMatt - V Shape Fitnes.. @V_ShapeFitness
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321K Followers 6K Following Israel’s enemies do not sleep. Neither do we.Craig Shapiro @ces921
15K Followers 1K Following Macro Trader 20+ years, Using Narratives to Seek Truth, https://t.co/4ET7W0Xf1MM O R E @OwnFoundations
44K Followers 48 Following Personal Productivity + Investing = Personal Freedom. Sharing what I learn(ed) as an ex-finance guy so you can work less + own more in times of change. Anywherei/o @eyeslasho
145K Followers 249 Following Independent and data-driven. Cognitive-decoupling radical centrist. Monitoring hyperpartisan thinking, blank slatism, culture and culture wars, and race.Tarek Mansour @mansourtarek_
33K Followers 2K Following ceo @Kalshi. ex MIT, Citadel, Palantir. I like markets. https://t.co/lwkzyUqeAxChris Boettcher @chrisboettcher9
164K Followers 347 Following I’ll help you take back control of your health, lose 20+ lbs, and kill the dad bod. Doctor | Husband | Father | 10x Ironman |Matt Marlinski 🏁 @mattmarlinski
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19K Followers 925 FollowingDavid D. Tawil @DavidDTawil
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538 Followers 1K Following Patient Investor. *No investment/financial advice*The Sherman Show Podc.. @ShermanShowPod
4K Followers 78 Following A series of podcasts with peers and industry experts hosted by @DlineCap Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau. #ShermanSaysDoubleLine || Monday .. @DLineMinutes
5K Followers 5 Following A weekly market discussion with @DLineCap PM's Jeff Mayberry & Samuel Lau recorded Friday afternoon for your Monday morning commute, or anytime in between!MicDropMarkets @MicDropMarkets
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26K Followers 5K Following Executive Director - @employamerica. RTs/likes != endorsements. https://t.co/tKsuuvVYoc @skandaamarnath on other sites. Charitable interpretation advisedLenny Rachitsky @lennysan
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20K Followers 499 Following Founder of @seeitmarket. Active Investor. Sports Aficionado. Husband and Father of 3. Views are mine. RT's not endorsements. #IBDPartnerParker Ross @Econ_Parker
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319 Followers 490 Following DAV and Investor. Nothing I say is to be construed as advice, financial or otherwise. Expressed views may contain dark humor and mistrust of governments.SuperMacro @super_macro
18K Followers 2K Following Veteran hedge fund PM with 25 years’ experience of trading and macro investment. Ex-Brevan Howard partner and PM for 12 years, former Citigroup MDAndreas Himmelreich @GfI_Himmelreich
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17K Followers 2K Following Thank you @ElonMusk for giving us a voice when we get Zucked. Ron Paul is my hero, Donald Trump is my President. America First! #MAGA #Trump2024 #BasedAFBrad Gerstner @altcap
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36K Followers 231 Following Professional equity and option trade ideas with in-depth research based on 3-pronged approach: Fundamentals, Technicals and Options Activity(Idea Generation) - Higher Than Expected Volumes Across Single Names and Sector ETFs open.substack.com/pub/doublechin…
So I assume all the crocodile tears about how poor Caitlin Clark is being cheated will stop now that @Nike is shipping $28 million her way?
Technical problems with X today. Please click on the link at bottom for replay, not the purple image. @TommyThornton @MichaelKantro @NeelyTamminga joined @MichaelMOTTCM for a great conversation.
@TimmerFidelity I disaggregate every p/e ratio into a price/sales ratio divided by net income/sales. or p/e=p/s // e/s. Net margins, while still cyclical have bee rising since 1995 on a secular basis. So Grantham has it wrong as most mean reverting ratio in finance. Explains the much higher…
2/ The next time you hear someone say "The last time the Fed did XYZ, this happened", ask that person "When was the last time the Fed did that while running a Quasi Fiscal Deficit, & what happened as a result?" Consensus doesn't yet realize we are "off the reservation."
Set a reminder for my upcoming Space! MICHAEL KRAMER. YIELDS RISING. ARE EQUITIES ON BORROWED TIME? x.com/i/spaces/1ypjd… @MichaelMOTTCM APRIL 4 @ 5PM
@gnoble79 @LynAldenContact @biancoresearch @LizAnnSonders I think its simpler than that: x.com/LukeGromen/sta…
I'd like to borrow 45% of my income this year at 3.1%, with the amount I borrow rising by 9.24% per year, for the next 5 yrs - DM me w/offers. $2T US govt deficit = 45% of US govt receipts & US govt avg borrowing rate is ~3.1% as of 1/1/24 The bubble is not where many say it is
@gnoble79 @LukeGromen @LynAldenContact @LizAnnSonders @biancoresearch @RyanDetrick @WarrenPies The total of us deficits since 2007 and central bank expansion since that time are far greater than the increase in GDP.
@gnoble79 @LukeGromen @LynAldenContact @LizAnnSonders @biancoresearch @RyanDetrick @WarrenPies They will make leave it for new president lol
$17.99? $MCD So much for “You deserve a break today” NOT! From the Darien service plaza on the CT turnpike. I don’t eat this crap but thought the prices were worth a shout out. #not transitory @MichaelMOTTCM @leadlagreport #notlovingit
From the article: “Tlaib explained her refusal to support the resolution, stating that it “completely ignores and erases any sexual violence and abuse committed by the Israeli forces against Palestinians, especially children.”” Wow, the resolution also ignored the easter bunny…
@gnoble79 @MichaelMOTTCM @leadlagreport Once upon a time, only $3 for the same thing.
@gnoble79 @LukeGromen @biancoresearch @LizAnnSonders @fundstrat @TommyThornton @MichaelKantro @LynAldenContact Well, actually it did, however it was hedonically adjusted to $1
Bank stocks are collapsing like it’s 2009 Tech stocks are melting up like it’s 1999
@gnoble79 @biancoresearch @DougKass Macro (ie bond yields) is driving the beta in the market, earnings are driving the alpha.
@gnoble79 @elianayjohnson @benshapiro @BillAckman @marklevinshow @jpodhoretz @JonHaidt @JonahDispatch @Commentary @NRO @jamestaranto @nytimes @WSJ Umm... I believe that quote should be attributed to Gay not Cicero.
Wow. I am shocked that a segment of the Left that has spent the last decades renouncing international finance, metropolitan abstraction, the uprooting of traditional cultures by secular modernity, the inauthenticity of rootless cosmopolitans vs. cartoon idealization of…