D @tradermacro
Trading since I was 19 y.o. Constantly learning global macro. United States Joined May 2016-
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President Trump posts a drawing of himself firing Fed Chair Jay Powell
Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from now - that's where the price will be".
*SOFTBANK TO LAY OFF NEARLY 20% OF VISION FUND TEAM: RTRS
Trump: Stocks will keep doing so much better as time goes by #MacroEdge
Powell: Hope 2% inflation is achieved by 2028 So 7 years above target? Wow #MacroEdge
Las Vegas has seen visitation decline for seven consecutive months MGM CEO “it does seem to be a leading indicator” #MacroEdge
Japan August exports to the U.S. down 13.8% y/y Japan August Exports to EU Increase 5.5% Year-on-Year Japan Aug. Exports to China Decline 0.5% Y/Y
Bloomberg has learned that mortgage documents show Treasury Secretary Scott Bessent once claimed two homes as his "primary residence" at the same time in 2007. Tyler Kendall reports bloom.bg/4ptphCF
*NASDAQ 100 RISES FOR 9TH SESSION, LONGEST WIN STREAK SINCE 2023
“OpenAI signed a $300 Billion GPU data center deal with Oracle.” > Larry Ellison gained $101B in one day > now the richest man alive. > but Sam doesn't have $300B > Larry doesn't have $300B worth of GPUs. We’re living in a simulation.
Typical Day as a Short Seller 6:00 – Wake up, check Twitter: the Ian Hollins are fighting again. 6:05 – Brew some coffee. Tell to myself, “today I’ll be disciplined.” 6:10 – Decide to go short beta because “the market feels toppy.” Congratulate myself for impeccable risk…
Typical Day as a Short Seller 6:00 – Wake up, check Twitter: the Ian Hollins are fighting again. 6:05 – Brew some coffee. Tell to myself, “today I’ll be disciplined.” 6:10 – Decide to go short beta because “the market feels toppy.” Congratulate myself for impeccable risk…
*FRENCH 30-YEAR YIELD RISES ABOVE 4.5% FOR FIRST TIME SINCE 2011 *UK 30-YEAR YIELD CLIMBS TO 5.66%, HIGHEST SINCE 1998 race to global YCC right on schedule
The number of visitors to Las Vegas fell 12% in July and is down 8% year-to-date, with about 2 million fewer so far in 2025, according to the Las Vegas Convention and Visitors Authority #MacroEdge
Reminder that the next Fed easing cycle has been expected since [checks notes]…the 2H of 2022.
S&P 500 Price/Sales breadth of overvaluation via 2 very complementary charts: 👉27% = the percentage of S&P 500's market cap trading at over 10x Price/Sales = way above the 2021 mania, just recently broke the all-time highs, now hovering around there (chart 1) 👉 that is almost…
S&P 500 Price/Sales breadth of overvaluation via 2 very complementary charts: 👉27% = the percentage of S&P 500's market cap trading at over 10x Price/Sales = way above the 2021 mania, just recently broke the all-time highs, now hovering around there (chart 1) 👉 that is almost… https://t.co/HxybicxH9H
Why AI is a house of cards: 1. You pay $200 a year for an AI app (like Cursor). 2. Cursor pays OpenAI $500 for API tokens ($300 of which is VC funding). 3. OpenAI pays AWS $1000 for compute ($500 of which is VC funding). 4. $AWS pays $10k for $nvda GPUs. See the problem?
Druckenmiller files his Q2 13F with new bets on $MSFT $SE $NU $ENTG $IWM calls Top 5 Positions: 1. $NTRA, 12.80% 2. $TEVA, 6.67% 3. $INSM, 5.57% 4. $WWD, 5.11% 5. $TSM, 4.26% -Top Buys: $ENTG $MSFT $INSM $WBD $IWM calls -Top Sales: $CPNG $COHR $WWD $DAL calls $NTRA -Top New…
Ernosorj @Ernosorj991521
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呉伊 久桜 @qz5up87ru711418
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BiotechBets🇺🇸 @Audauibir0395
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Vu HUY NGUYEN @THEFAMILYTRADE_
46 Followers 429 Following I help motivated people secure their financial future so they can provide the best life experiences for their family. 🚀DM the word “FREEDOM” to start
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あわやまさはる... @v1SOW3Ku5nekpy1
30 Followers 419 Following おいしい食べ物は、自分の分を三分ぐらい減らして相手に譲ってやる。このような心がけこそ、この世を生きていく上で、一つの極めて安らかで、楽しい方法である。
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Woodrow Oates Montagu... @sadvalueinvestr
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Benn Eifert 🥷🏴�... @bennpeifert
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Capital Flows @Globalflows
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THE SHORT BEAR @TheShortBear
169K Followers 554 Following Contrarian stoic trader and long term investor | 2013 | drive: Philosophy & Psychology | Tweets are purely for entertainment purposes and not investment advice
Stan Druckenmiller @standuquesne
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Morpheus Research @MorpheusRes
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Dario Perkins @darioperkins
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Nate Anderson @NateHindenburg
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Taylor Ogan @TaylorOgan
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Kakashi @kkashi_yt
175K Followers 161 Following Call group https://t.co/iaokVvPUO0 . Fast Trading Bot 👉 https://t.co/DyzEBKdHXq (Code rix for 10% off fees).Tweets NFA. Some PnL = luck or info. DYOR @solbix_bot
dMacro/dBS @dMacro_dBS
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unusual_whales @unusual_whales
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Citrini @Citrini7
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Marscat @etiennedemarsac
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Kim BENNI @BenniKim
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MacroEdge @MacroEdgeRes
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PEDoctor @ThePEDoctor
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Kevin Muir @kevinmuir
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Kuppy @hkuppy
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YUAN TALKS @YuanTalks
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Ferg @trader_ferg
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George Soros @georgesoros
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Manihi @ManihiB
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Raging Capital Ventur... @RagingVentures
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Hindenburg Research @HindenburgRes
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Mick @Iron_Mick777
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ArthurCapital @badarthurtrades
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