Nicholas Glinsman @nglinsman
Co-Founder at Malmgren-Glinsman Partners Macro PM, Brevan Howard & Salomon alumni. Macro & geopolitical commentator. London School of Economics Miami, FL Joined May 2010-
Tweets34K
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Following1K
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How #China's Ad-Hoc Tech Pipeline Fuels #Russia's #Ukraine War Efforts tinyurl.com/3xtbsk5a @SlaughterAM @EvanLSolomon @Tendar @om @om @SaoSasha @UmlandAndreas @anders_aslund @altcap @dylan522p @om @dnystedt @Gerashchenko_en @gdp1985 @wartranslated @Osinttechnical
Dovish surprise for QT - the cap is down from $60b to $25b. I believe the expectations was $30b. Treasury didn't cut coupon sizes, so Fed in effect did it for them.
Competing views on China's April factory PMI. Does the recovery have legs or is it losing steam? Bottomline from @ChinaBeigeBook: After a strong Q1 the big question was whether the economy could sustain momentum. April shows China’s growth prospects are already losing altitude.
Rising long end Treasuries yields our Ahead of the Herd dailies have long been anticipating-- though we paused last week to see what tricks Yellen might have up her sleeve. Looks now 10 year yields resuming, 5.5% in sight...and then?
Rising long end Treasuries yields our Ahead of the Herd dailies have long been anticipating-- though we paused last week to see what tricks Yellen might have up her sleeve. Looks now 10 year yields resuming, 5.5% in sight...and then?
Professor Scott Galloway joined me on my podcast this week and shared his thoughts on the Columbia and NYU protests. This is a must-watch episode.
The anti-Israel and anti-USA extremists largely overlap, logicallly enough because both are branded "settler states" though the first Jewish kingdom was established in Jerusalem before 1100 BC, while the Palestinian identity dates back to 1918 AD.
We at Malmgren Glinsman Partners warned about higher deficits due to defence spending and a bottom in inflation in the middle of 2023. Look at the UK - defence spending is now being upped to 2.5%. (The below paper written 8/21/23) @Halsrethink
We at Malmgren Glinsman Partners warned about higher deficits due to defence spending and a bottom in inflation in the middle of 2023. Look at the UK - defence spending is now being upped to 2.5%. (The below paper written 8/21/23) @Halsrethink https://t.co/5L5dZ2m88S
Wang Yi warns Blinken US must not cross red lines. But...US has just agreed with Philippines on mutual defense support. Hmm...Would assisting Philippines Coast Guard in confrontations with Chinese coast guard on disputed shoals on So China Sea "cross red line"?
Wang Yi warns Blinken US must not cross red lines. But...US has just agreed with Philippines on mutual defense support. Hmm...Would assisting Philippines Coast Guard in confrontations with Chinese coast guard on disputed shoals on So China Sea "cross red line"?
This is very revealing.
Not stimulus!
Like segregationists in the 1950s, today’s antisemitic protesters are violating civil rights and other laws. wsj.com/articles/with-… via @WSJopinion
This is frustrating to watch. Bruce Greenwald (not the gentleman below) is perhaps the best professor if u truly want to become an investors. He teaches at Columbia and is Jewish. I hope some powerful voices based in New York (and there are many!) push back on this very hard…
This is frustrating to watch. Bruce Greenwald (not the gentleman below) is perhaps the best professor if u truly want to become an investors. He teaches at Columbia and is Jewish. I hope some powerful voices based in New York (and there are many!) push back on this very hard…
"relationship between Big Four consulting firms & Chinese firms is being significantly affected as scrutiny of PwC's audit work Evergrande tightens accounting procedures..HK regulators have launched an investigation into PwC over whistleblower allegations" asia.nikkei.com/Business/Marke…
From @Halsrethink and @nglinsman „The Malmgren Politics Take“ on the #DragonBear 🇨🇳🇷🇺: „US secretary of state Antony Blinken will warn China that the US will take punitive steps unless it stops sending weapons-related technology to Russia, as Washington considers putting…
I have received a lot of questions on both uranium and gold coins. Uranium is a long-term hold, as it is the only geniune answer for alternative energy. With regard to gold coins, I have built a holding that will remain part of my portfolio, regardless of gold price dynamics.
I have received a lot of questions on both uranium and gold coins. Uranium is a long-term hold, as it is the only geniune answer for alternative energy. With regard to gold coins, I have built a holding that will remain part of my portfolio, regardless of gold price dynamics.
The Fed saw itself as "owner" of most banks, so decided in 2008-09 to save its own member banks. Treasury Secretary Paulson&Fed's Bernanke decided FDIC should not be consulted, and Geithner & Summers subsequently blocked FDIC partcipation or even a voice
The Fed saw itself as "owner" of most banks, so decided in 2008-09 to save its own member banks. Treasury Secretary Paulson&Fed's Bernanke decided FDIC should not be consulted, and Geithner & Summers subsequently blocked FDIC partcipation or even a voice
My latest thoughts courtesy of the eminent Ed Agostino of Mauldin Economics. youtube.com/watch?v=weDoUY…
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
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🤿
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Bob Elliott @BobEUnlimited
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 advice
Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Alexander Stahel 🇺.. @BurggrabenH
86K Followers 4K Following Let’s make Europe safe again. Commodities
Andy Constan @dampedspring
134K Followers 331 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
Harald Malmgren @Halsrethink
69K Followers 3K Following Economist, geopolitical and geosecurity strategist. Co-Founder of Malmgren-Glinsman Partners, Co-Founder of Malmgren Institute
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
🇺🇸 Kyle Bass �.. @Jkylebass
288K Followers 2K Following Environmentalist and CIO Hayman Capital Management 🇺🇸Happy to Block ccp Twitter bots, Fan of Democracy, Rule of Law, and National Security. Life Member CFR
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Simon Ree @simon_ree
44K Followers 1K Following 25yr career at Goldman & Citi | Trader | Speaker | Bestselling author of The Tao of Trading | Jeet Kune Do Instructor | Tweets not financial advice
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 814 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
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Tarric Brooker aka Av.. @AvidCommentator
31K Followers 406 Following Journalist & Analyst Contributor for @newscomauHQ Help support my content https://t.co/07fo3eHZLI My opinions are my own
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
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
Marvin @Marvinthedozer
0 Followers 5 Following
Sweckurr @sweckurr39442
0 Followers 92 Following
Vinh Thang HOANG @MrSharpHVT
5 Followers 141 Following
Jim Bianco Private �.. @Biancoresearchn
4K Followers 3K Following Unlock exclusive trading insights in my PRIVATE domain. For serious Traders seeking an edge in the markets. 🌐 #Stocks #Investing | @Biancoresearch
LeilaDaniell @4u382OAKdFzB68
1 Followers 174 Following
Ángel Ribera Sempere @Aribera27
9 Followers 114 Following
Alex Katz @DatButterSauce
483 Followers 2K Following
McThyte @ThyteMc92364
1 Followers 108 Following
JudyWilhelmina @xZ75QA1MgjqIziH
2 Followers 184 Following
@Sobertrader @sobertrader
1K Followers 1K Following Trader,LSE.18 years member/floor trdr/local LIFFE,CSCE,NYMEX NYBOT 300hr yoga TT E London School of Yoga{Stew Gilchrist)
🄹.🄱 🄹🄾�.. @tradingplanets
2K Followers 2K Following Daily trades📈 | True #WDGann Methods | Time⏳= Price |#Astrology🪐 & #Numerology🧮 | #USOIL #DOW #FTSE NB No financial advice given.💲🏦👍👍
Abner Mason @abnermason
4K Followers 7K Following 📍| Newyork US 🇺🇸 🌎| Empower & Enrich People Daily 💎| Creating a Legacy ⚜️| Platinum Leader and Crypto miner 🎓I DM to learn how to Mine Crypto⬇️
thosta @achderstach
23 Followers 679 Following
QuintinaWild @knD75w7T5c81Y
2 Followers 174 Following
Andy137 @BongioviA
63 Followers 51 Following
Susan Byatt @Susan80sireland
20 Followers 126 Following
JB @defi_3_3
31 Followers 269 Following
Daniel Greenhough @D_Greenhough
55 Followers 195 Following
barbara walentowski @walentowskib
58 Followers 42 Following
marko666 @snettim666
10 Followers 954 Following
Teresa @tltltl13579
12 Followers 611 Following
Rob888 @Rob888
107 Followers 790 Following
Toye @omotoye
198 Followers 484 Following
IsabelEve @s59bIqc5IXUo7hH
33 Followers 1K Following
dudelydudeson @dudelydudeson
92 Followers 495 Following
Robert O’Keeffe @RobertOKeeffe16
35 Followers 81 Following
Joseph Rozgonyi @FOriskmanager
16 Followers 83 Following
pohbkjcntgq @96ews40tw5
6 Followers 158 Following
David Dawson @noswaddivad
3 Followers 47 Following
OPERADOR DA MADRUGADA @Op_Madrugada
99 Followers 1K Following
James P Hill @jphill_uk
227 Followers 666 Following
Enok @enok_id
0 Followers 103 Following
rrpdecarvalho @rrpdecarvalho
17 Followers 40 Following
Eric McNeil @EricM2217
316 Followers 290 Following Father • Husband • Trader • Browns fan • Master mistake maker.
Lloyd Colopilly @lloydofcochin
149 Followers 5K Following
Nikos Kallergis @nikos_kallergis
7 Followers 66 Following
MomentumQ @_momentumq
5 Followers 53 Following Silence the financial market chaos with MomentumQ’s precision indicators. 🎯
Justin Carter @Carter11Justin
81 Followers 271 Following Small business, side hustles plus a little kiting on the side
Sebastian de Atucha @satucha
165 Followers 2K Following renewable energy professional. energy investor. newly UK-resident Argentine-American. Enjoying many englishisms.
Jimmy Glenos @wiseflaortho
42 Followers 46 Following
John Whidden @jpwhidden
76 Followers 71 Following
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Jim Bianco @biancoresearch
395K 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
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
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
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🤿
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Bob Elliott @BobEUnlimited
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 advice
Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Alexander Stahel 🇺.. @BurggrabenH
86K Followers 4K Following Let’s make Europe safe again. Commodities
Andy Constan @dampedspring
134K Followers 331 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
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Harald Malmgren @Halsrethink
69K Followers 3K Following Economist, geopolitical and geosecurity strategist. Co-Founder of Malmgren-Glinsman Partners, Co-Founder of Malmgren Institute
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 216 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Anas Alhajji @anasalhajji
162K Followers 534 Following Keynote Speaker & Woodworker Everything Energy Daily Energy Report: https://t.co/upw1loHeK3 Weekly: https://t.co/LfUHIpXsWu https://t.co/oCC6irfqv5 #Oil_History
Jeffrey P. Snider @JeffSnider_EDU
120K Followers 927 Following Host Eurodollar University channel. Monetary science reborn. Putting central banks where they belong.
🇺🇸 Kyle Bass �.. @Jkylebass
288K Followers 2K Following Environmentalist and CIO Hayman Capital Management 🇺🇸Happy to Block ccp Twitter bots, Fan of Democracy, Rule of Law, and National Security. Life Member CFR
Lyn Alden @LynAldenContact
679K Followers 752 Following Founder of Lyn Alden Investment Strategy. Finance+engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
𝐓𝐗𝐌𝐂 @TXMCtrades
85K Followers 165 Following Host, @AlphaBetaSoup_ on YouTube | Student of markets, history, and #Bitcoin | Learning in public daily | Relentlessly curious | Naturally spicy
Nicholas | Unusual Wh.. @NicholasFNS
21K Followers 804 Following | @unusual_whales Edu + Media host | | https://t.co/82srGXBy20 | Flow data is time sensitive. || (╯°□°）╯︵ ┻━┻ ||
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
Andrew Batson @andrewbatson
11K Followers 523 Following China research director for Gavekal Dragonomics. Aspiring blogger. Former Wall Street Journal. Places I've lived: Louisiana, Beijing, Pacific Northwest.
Craig Shapiro @ces921
15K Followers 1K Following Macro Trader 20+ years, Using Narratives to Seek Truth in Financial Markets https://t.co/4ET7W0Xf1M
Batya Ungar-Sargon @bungarsargon
127K Followers 1K Following Opinion Editor @Newsweek. Author: "Bad News: How Woke Media Is Undermining Democracy" & "Second Class: How the Elites Betrayed America's Working Men and Women"
Ed D'Agostino @EdDAgostino
1K Followers 623 Following I'm a Partner at Mauldin Economics and lead our macro investment service. Investor, skier, fisherman, Catamount. I have a podcast #GlobalMacroUpdate
Stephen Miran @SteveMiran
16K Followers 948 Following Economics Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
Euan Sinclair @SinclairEuan
27K Followers 445 Following vol trader, opinions are my own and may or may not be reflective of positions i hold. nothing should be taken as financial advice.
SpotGamma @spotgamma
107K Followers 194 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
Alpha_Ex_LLC @Alpha_Ex_LLC
13K Followers 859 Following Alpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry
Danny Dayan @DannyDayan5
11K Followers 211 Following Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager. Chicago Booth MBA & CFA. My views do not consist of investment advice.
FT for Schools @ft4s
6K Followers 10K Following For students aged 16-19, teachers and schools around the world: free @FT access + resources. Tweet us with your recommended articles and tell us why
Louis-Vincent Gave @gave_vincent
11K Followers 395 Following CEO of Gavekal - for more information, go to https://t.co/e9Kd7vb4vq website
SJOldValueGuy @SJOldValueGuy
2K Followers 3K Following 🏄wave, always another🌊, macro, trend, trader, family office. My opinions, always do your own Due Diligence, NOT investment advice. Big🖼only/Edge=execution.
Ana Luís Andrade @ana_luisandrade
1K Followers 856 Following Europe Economist, Bloomberg @economics. Previously @bankofengland, @TheEIU_Europe and @AIReF_es. Views are my own.
Jeremy Schwartz @JeremyDSchwartz
19K Followers 2K Following Global Chief Investment Officer @WisdomTreeFunds. Host of Behind the Markets @SXMBusiness Powered by @Wharton @SiriusXM 132 https://t.co/vIyXAnNYli
Namik Immelback @NImmelback
799 Followers 190 Following Macro Strategist in hedge funds since 2006 New York, London - Now, Macro Strategist SEB, Stockholm: Opinions my own - no investment advice
Michael Mauboussin @mjmauboussin
135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
Anders Åslund @anders_aslund
315K Followers 4K Following Economist & author. Russia, Ukraine & Eastern Europe. Read my latest book: "Russia's Crony Capitalism" https://t.co/ZqmWMRSMf9
Whitney Baker @TotemMacro
11K Followers 47 Following Founder & CIO, Totem Macro. Flows-based uncorrelated Global Macro alpha, lovers of linkages, scotch egg enthusiasts.Keep calm & jamon.Not advice (except jamon).
Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.
Bill Gross @real_bill_gross
62K Followers 294 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
Florian Kronawitter @fkronawitter1
14K Followers 527 Following Here to share what I've learned during 17 years on the frontlines of the economy and markets
Count Draghula @countdraghula
19K Followers 501 Following Macro trading is dead, because markets aren't allowed to find fair value.
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 MD
Conks @concodanomics
134K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
ResourceWars.com @ResourceWars_
2K Followers 225 Following The Global Contest for the World's Wealth | Perspectives on investing, politics and the future you won't see anywhere else.
Sahil Kapur @sahilkapur
211K Followers 644 Following Senior National Political Reporter @NBCNews covering Capitol Hill and the 2024 election.
Steven Kelly @StevenKelly49
8K Followers 202 Following Associate Director of Research at the Yale Program on Financial Stability (@YPFSatYale/@YaleSOM). Financial crises & how to fight them.
Julia La Roche @JuliaLaRoche
32K Followers 11K Following Host of The Julia La Roche Show 🎙📺 https://t.co/oaY2z5Txqv
Northstar @NorthstarCharts
89K Followers 651 Following Military meteorologist. Applying scientific, predictive principles to forecast market movements. Macro economics & trading. A picture paints a thousand words.
Nick G. @nickgiva1
22K Followers 229 Following JPM, Salomon, HF principal, bond trader. Co-host at @2graybeards since 2023. Running https://t.co/cgOYR5cb3Q since 2015 and https://t.co/heHmeYg9yr since 2018.
⭐️ Monica Kingsle.. @Monica___K
13K Followers 385 Following #ES #bonds #gold #silver #oil #USD analyses, swing trading mail alerts, consulting, intraday also with @ellinraul || Site Terms apply || https://t.co/jGlWFGKEkC
Otavio (Tavi) Costa @TaviCosta
222K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Fabian Wintersberger @f_wintersberger
9K Followers 664 Following Rates Trader, economist, father. The last Austrian economist in the Misesian tradition in AUT. Posts in English; repost≠endorsements -private account
G 🇦🇺 @bluewolfpack1
6K Followers 2K Following Ex Spot FX trader / Pit Trader/ Macro Hedgefund Trader . Now punting whatever I want when I want ...and surfing a lot . All my calls are investment advice 💋
David Metzner @davidametzner
2K Followers 273 Following Managing Partner, @ACGAnalytics. Housing finance, trade policy, LATAM, merger-arb, fintech, telco. Proud father of four daughters and three dogs. Views my own.
Prometheus Research @prometheusmacro
37K Followers 249 Following Research service with the goal of democratizing finance. Making institutional-quality insights and research available to the public.
Daniel Scrivner @DanielScrivner
9K Followers 2K Following Design x Capital. Building https://t.co/ZDKWUDWInG. Founder @LigatureVC. Investor in 100+ companies including @Bezi_3d @Public @AndurilTech.
Samuel Doveri Vesterb.. @SamuelJsdv
12K Followers 13K Following Director @ENC_Europe | Author of Managing Security Threats along EU’s Eastern Flanks (Palgrave Macmillan; London) | #CentralAsia #Caucasus #EaP #Türkiye #MENA |
Amin Nayebpour @AminNayebpour
5K Followers 3K Following Political Philosophy | per omnia saecula saeculorum | virtus tentamine gaudetApplies especially to Fintwit conspiracy theorists.
“Everyone has the right to believe anything they want. And everyone else has the right to find it fucking ridiculous.” @rickygervais
The Godfather has spoken
🐐
We will close SPX down on the day.
It’s almost 10pm in Dubai Takes a real Fed die hard to be up this late …(you can take the girl to Dubai et al et al) @bsurveillance
How are you 0DTE put seller doing? Asking for your margin clerk.
Dovish surprise for QT - the cap is down from $60b to $25b. I believe the expectations was $30b. Treasury didn't cut coupon sizes, so Fed in effect did it for them.
Artful turn of phrase by @FedGuy12 "Treasury didn't cut coupon sizes, so Fed in effect did it for them", with a dovish surprise for QT down from $60B to only $25B
Dovish surprise for QT - the cap is down from $60b to $25b. I believe the expectations was $30b. Treasury didn't cut coupon sizes, so Fed in effect did it for them.
Treasury buybacks, a thread explainer: Nah, could not be bothered. 😂😂 People would not believe me anyway.
We do - and we swim year round in icy water off the cost, and drink Schnaps (and we dont take Ozempics, we export them).
Why do Danes even need Ozempic? I thought they all rode bikes and ate foods uncontaminated with chemicals that contribute to obesity.
China "experts": Chairman Xi Jinping is the only hurdle to China enjoying a golden age of free market competition of glorious consumption Me: I don't think you know what communism means China "experts": It means the elevation of the people Me:
China reporting real estate sales for top 100 firms fell 48%. That's bad right?
So now we wait for FOMC, because, well, that is what we do. How else we going to get our daily dose of hopium?
Live shot below of investors searching for the level of the Fed & Treasury "put" strike prices to save them from a risk asset price correction. Investors, aka petulant children, are always looking for help from the Fed and/or Treasury to provide more liquidity to assist their…
Competing views on China's April factory PMI. Does the recovery have legs or is it losing steam? Bottomline from @ChinaBeigeBook: After a strong Q1 the big question was whether the economy could sustain momentum. April shows China’s growth prospects are already losing altitude.
Rising long end Treasuries yields our Ahead of the Herd dailies have long been anticipating-- though we paused last week to see what tricks Yellen might have up her sleeve. Looks now 10 year yields resuming, 5.5% in sight...and then?
The fate of the US long end will drive nearly every financial asset and with the Fed/Treasury put struck well below today's levels, it's not looking good ahead. Since the US 10yr started rising sharply to start the quarter, nearly all other assets have been driven by its move.
Yes...the GROSS position in futures is certainly as shown. But what is the NET? It could be: 1. Spread Vs individual equity shorts 2. Vol strategies against options 3. Spread strategies against other stock indices or asset classes 4. You name it...dozens of other possibilities…
Asset Managers are the most long U.S. Equity Futures in AT LEAST the last 12 years 👀
@LynAldenContact @duediligenceguy Yup, understand your position... Completely legitimate. Personally I think it's wrong, but completely legitimate possibility and not unreasonable.
Jim Bianco @biancoresearch joins me on episode 165 to discuss the macro picture, stickier inflation, his outlook for the Fed's interest rate policy, his call for 5 to 5.5% on the 10-year Treasury, and why the Bitcoin ETF is a bad idea. youtu.be/7TSwCA5Sca4?si…
This might be the most accurate meme on the interwebs today.
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