Dave @matrix_runner
Joined May 2015-
Tweets197
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Followers4
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Following44
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Likes234
Wasted halftime show. Please never bring that guy back. Who dressed him???
What a waste of a halftime show... Prince was the only thing worth watching.
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It's GO time. The 2017 Michigan Football intro video! #GoBlue
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The power of the U.S. economy never ceases to amaze me. Why wouldn't you see the benefit of the free market with stats like this? x.com/BenedictEvans/…
The New York Times Story is a Distortion of Reality lnkd.in/bRQvae2
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Just LOVE the Jim Grant and @ttmygh interview, released yesterday on Real Vision. A gem - deeply insightful and entertaining. @GrantsPub
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If you're not following @markHar13514700 on China via @RealVisionTV you are doing yourself a serious disservice.
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If you haven't signed up to RV co-founder's @ttmygh newsletter, you should. The most entertaining, thought provoking and original newsletter
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Next Fed meeting is in 7 days. If they do nothing, markets go lower. If they do something, their credibility is gone. Checkmate? We'll see
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Oh, and the EU oil sector has the biggest H&S top of ANY sector in market history and the neck line has broken...
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$BX Blackstone, along with all the liquidity providers to illiquid assets are going to get into trouble...
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My buddy Raoul Pal, showcasing why he is one of the most original and creative thinkers in finance: zerohedge.com/news/2016-01-0…
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BCA Research: Ten Investment Themes For 2016 blog.bcaresearch.com/ten-investment…
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Chart: WTI crude oil futures in free-fall; down 6% -
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Act V, Scene 5: The latest TTMYGH is out in the wild. Visit ttmygh.com to read and download it now
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If Central Banks keep mis-signalling future policy actions they will cause a crash. Markets hate policy uncertainty on such a massive scale.
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The SPX is HIGHLY correlated YoY with the ISM. This is the key to understanding equity market moves.
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With ISM below 50, expect a pullback in the $ (but not a major reversal), and expect equities to falter and the yield curve to flatten fast.
NuPool @NuPool_net
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Dave @udub_umich
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@categorypirates The ... @categorypirates
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Holger Zschaepitz @Schuldensuehner
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Lawrence H. Summers @LHSummers
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(((The Daily Shot))) @SoberLook
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Real Time Economics @WSJecon
1.0M Followers 92 Following Economic insight from The Wall Street Journal. Want more? Sign up for our daily Real Time Economics newsletter: https://t.co/HX7UM0pmuK
John Paul Koning @jp_koning
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Evergreen Gavekal @EvergreenGK
8K Followers 444 Following U.S. Private Wealth Mngr. Partner w/ @GaveKal. Join 10K+ subscribers & sign up up for weekly commentary: https://t.co/yqpiVj0l2Y…
Robert J Shiller @RobertJShiller
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Mohamed A. El-Erian @elerianm
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6K Followers 200 Following Portfolio Manager at Middlefield (@MiddlefieldGrp). Lead on MINN and MDIV
Raoul Pal @RaoulGMI
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Grant Williams @ttmygh
145K Followers 995 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Von Greyerz. Retweets ≠ endorsements. Likes = bookmarks. WONT SHILL CRYPTO
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392K Followers 2K Following The premier marketplace for crowdsourced investor intelligence.
John Mauldin @JohnFMauldin
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