tylermcclellan @tylermacro10
Global macro (PM & Research) 20yrs: in Paris now. Joined March 2016-
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Pattern matching is a retarded way to think.
Pattern matching is a retarded way to think.
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Thrse bumps are not real That’s what everyone who uses the data should know…
Thrse bumps are not real That’s what everyone who uses the data should know…
It’s not aprocychpal FUD to say that Tether for around this for years buy buying crypto and high yield private placements…
It’s not aprocychpal FUD to say that Tether for around this for years buy buying crypto and high yield private placements…
Now just get rid of that bump, which is entirely fake…
Now just get rid of that bump, which is entirely fake…
tylermcclellan retweeted
It’s going to be funny in 6 months when we find out job growth was negative in q2
It’s going to be funny in 6 months when we find out job growth was negative in q2
tylermcclellan retweeted
I’ve never been a recessionist (negative q1 gdp aside), but the labor market is v weak* for an economy that usually just chugs along *not just weaker but actually v weak
These are the YoY increases in private sector jobs as originally reported August 2022: 5.5mm August 2023: 3.6mm August 2024: 1.9mm August 2025: 1.2mm
With all due respect, Trumponomics is crypto + AI An AI bubble for his Silicon Valley fellow travelers A crypto bubble for himself and his family
With all due respect, Trumponomics is crypto + AI An AI bubble for his Silicon Valley fellow travelers A crypto bubble for himself and his family
The track record of withholding taxes as a predictor of aggregate income is impeccable—genuinely without error if you know what you’re doing The economy is fine…#nfp
This is a v radical forecast considering housing share in total assets is v close to all-time low.. & for other reasons
Stop sending LNG to Egypt alresdy Yes I know it’s a spot market
Stop sending LNG to Egypt alresdy Yes I know it’s a spot market
I take it back @stevehou0 , Grok says Im an idiot
tylermcclellan retweeted
Broadcom $AVGO +9% premarket. Nearing a $1.6 trillion market cap.
Nobody owns bonds
You should never have a climate target* and a carbon price *Other then the emissions volume under ETS—& even that is stupidly complicated because of the MSR
You should never have a climate target* and a carbon price *Other then the emissions volume under ETS—& even that is stupidly complicated because of the MSR
tylermcclellan retweeted
Unbelievable to hear Trump complain about Europeans still buying Russian oil—when it’s HIS allies, Hungary and Slovakia, doing the buying. And the rest of the EU? Turning a blind eye while Putin’s Trojan horses run wild.
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