Macro Twain @macrotwain
Global Macro PM. Treat my tweets as no more than a trader's journal "I'm not predicting, I'm observing" New York, NY Joined May 2020-
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The "managerial elite" as coined by Nathan Levine is unequivocally communist nytimes.com/2025/06/06/opi…
The "managerial elite" as coined by Nathan Levine is unequivocally communist nytimes.com/2025/06/06/opi…
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Adding to this well written article: Gen Z has never experienced a recession or worried about a lost job, courtesy of the Fed realclearwire.com/articles/2025/…
x.com/RapidResponse4… https://t.co/b2fqUhG1ww
I guess she doesn't have an ARM 😅
Must read note below. Druck started talking about this in 2013, but never really talked about the implications, particularly the market implications. Porter lays it all out 👇 x.com/porterstansb/s…
Must read note below. Druck started talking about this in 2013, but never really talked about the implications, particularly the market implications. Porter lays it all out 👇 x.com/porterstansb/s…
One of the best political tweets of all time x.com/JDVance/status…
One of the best political tweets of all time x.com/JDVance/status…
He seems to be in a rush after such wonderful earnings 👀$SNOW
He seems to be in a rush after such wonderful earnings 👀$SNOW https://t.co/pySv07boor
Many transhumanists in Silicon Valley would readily agree theepochtimes.com/us/putin-xi-ho…
Sometimes a meme video nails the zeitgeist x.com/financedystop/…
Sometimes a meme video nails the zeitgeist x.com/financedystop/…
$SNOW added $15b of market cap on a non-GAAP "beat" of $30m If you look into the print, its all stock-based-comp & amortization being added back The best part is that they repurchased a ton of stock yet still have the same shares outs Their cash flow stmt is a hot oven 🔥
Great article below from @hkuppy and worth reflecting on this comment from PAA There is tons of leverage financing the hyperscalers, actually Yes Meta has the money to sign a triple net lease on a data center, but that rent is not financing the buildout - PE debt is People can…
Great article below from @hkuppy and worth reflecting on this comment from PAA There is tons of leverage financing the hyperscalers, actually Yes Meta has the money to sign a triple net lease on a data center, but that rent is not financing the buildout - PE debt is People can…
Shocking! "Sales of lab-grown diamonds at Walmart, the country’s second-largest fine jewelry seller behind Signet—soared 175% in 2024. Walmart sold its first lab-grown diamonds in 2022, but now the stones make up half of its diamond jewelry assortment." wsj.com/business/retai…
Dudley says 3 reasons: Trump, Trump, and Trump
AI doesn't sell for salespeople in a recession $MSFT
Paulo Macro @PauloMacro
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Josh Young @Josh_Young_1
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Alexander Stahel 🌻 @BurggrabenH
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Joseph Wang @FedGuy12
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