Yunchuan @zyrral
Joined December 2011-
Tweets17
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Followers42
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Following77
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Likes31
"Relative to history, investors are long bonds… and are underweight cash..." dailychartbook.com/p/daily-chartb… via @dailychartbook
Allocation to commodities saw the largest monthly increase on record. FMS investors are now overweight the asset class by the most in a year (and for the first time in 5 months). via BofA
'The IMF has warned the US that its massive fiscal deficits have stoked inflation and pose "significant risks" for the global economy.' ft.com/content/0d0980…
'US oil and gas stocks still trade at a significant valuation discount relative to the broader market.' thedailyshot.com/2024/04/12/the… via @SoberLook
Live your assignement from God. Be a good steward of His gifts. desiringgod.org/articles/stewa…
The Lesson In China: Don’t Go Bubble In the First Place davidstockmanscontracorner.com/the-lesson-in-…
Biggest Glut in Recorded Crude-Oil History Taking Shape davidstockmanscontracorner.com/biggest-glut-i…
China Dumps Record $120 Billion In US Treasurys In Two Month Via Belgium davidstockmanscontracorner.com/china-dumps-re…
Global Cooling Alert: World Faces Longest Oil Glut In Three Decades davidstockmanscontracorner.com/global-cooling…
10:21am: The reply from Newt Gingrich was a #DODGE live.foxnews.com
9:47am: The reply from Ron Paul was an #ANSWER live.foxnews.com
Randy Kopinski @randy50775
77 Followers 5K Followingsunset @sunset_marks
47 Followers 1K Following Although we have never met, we have a close connection with each other.Adam Taggart Private .. @menlobearprv
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0 Followers 92 Following The team is a company that provides short-term investment income in cryptocurrency. With a rigorous plan, you can make $500 to $5,000. Click the link to joinMarget Calderwood @marget46922
86 Followers 5K FollowingBunny @ahmedmedo60152
1K Followers 2K Following Navigating a path to success with determination, inspiration, and a passion for living life to the fullest✨fruit girl👑👑 @kamiliaaiza
1K Followers 2K Following Independent woman living in New York, living with my cat 🇺🇸 Love life, love freedom | Love everything related to beauty💆♀️A @mackitapaty
30 Followers 419 FollowingKristi Voges @KristiVoges19
922 Followers 1K FollowingSimon Mikhailovich @S_Mikhailovich8
66 Followers 3K Following Contrarian, entrepreneur, sailor. TBR manages global private bullion reserves; TBS helps buy & store bullion in the US. Independence, Endurance, ScarcityQuoth the Raven @OTRResaerch
213 Followers 3K Following All personal opinion & snark | Not financial advice I*AAAA podcast |I'II NEVER DM you | Disclaimer to all posts: https://t.co/vptlEAzRkuLoralee Esmont @EsmontEsm
40 Followers 5K FollowingAmy @GwynethCathari1
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755 Followers 2K Following Life will not be too perfect, we must correct our mentality to face the ups and downs.😁😁Li Minggang @Rox_fan
7 Followers 75 FollowingMuki @muki181
35 Followers 489 Following over 16+ years’ experience in the areas of Project Management, Execution & Commissioning, Site Supervision in the Oil and Gas / Petrochemicals/ Offshore sector.Xuan CHEN 陈旋 @chenxuan07
39 Followers 340 FollowingSPREAD - forum @myspread
131 Followers 337 Following The FREE global community of drilling, completion & subsea professionals - Gives you access to a wealth of knowledge that you may not otherwise have had!Rosa🌹 Estrellita �.. @truthwayandlife
17 Followers 79 FollowingWei @supervictor_CZ
17 Followers 14 FollowingK @hutberry
7 Followers 39 FollowingDinglong Huang @Hakkalong
26 Followers 118 Following1 MILLION 4 Ron Paul @RonPaulLikeBOMB
32 Followers 163 Following Ron Paul Grassroot supporters are back to help Ron Paul reach 1 MILLION likes on his Facebook page by the end of the year, but we need YOUR help.Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceHelene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.Francois Trahan, M²S.. @FrancoisTrahan
10K Followers 116 Following Founder of the @macroinstitute and Trahan Macro Research. Publishing sell-side research for 25+ years.Steve Hanke @steve_hanke
729K Followers 7K Following Professor of Applied Economics @JohnsHopkins | Senior Fellow @IndependentInst | @NRO | FX & Commodity Trader | Reagan White House | Views are my ownEric Yeung 👍🚀�.. @KingKong9888
22K Followers 2K Following Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.GRANT'S @GrantsPub
58K Followers 649 Following Grant's Interest Rate Observer, an independent, value-oriented and contrary-minded journal of the financial markets.Nick Timiraos @NickTimiraos
324K Followers 111 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”Longview Economics @Lvieweconomics
18K Followers 5K Following Pioneers In Independent Economic Analysis Located In London. Tweets not financial advice. The Daily RAG Trader (FREE TRIAL): https://t.co/wQ2NVqm9ykDavid Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.Macro Charts @MacroCharts
164K Followers 970 Following 30 years in markets. Combine charts and proprietary Core Models. Fund Manager. Strategic Advisor to Global Funds and Family Offices.Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALRBob 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 adviceBen Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. AugustineEconomic Cycle Resear.. @businesscycle
28K Followers 231 Following Cycle risk is investment risk. We partner with clients to anticipate turning points before their competition. ⬇ Find out about working with ECRI. ⬇FactSet @FactSet
116K Followers 295 Following We help financial professionals stay ahead of market trends, access company & industry intelligence, monitor portfolio risk and performance, and execute trades.Daily Chartbook @dailychartbook
14K Followers 299 Following The day's best charts & insights, curated: https://t.co/Eq1KKRKE1uTopdown Charts @topdowncharts
51K Followers 92 Following Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. We primarily serve multi-asset investors and institutions.Simon Mikhailovich @S_Mikhailovich
43K Followers 334 Following Contrarian, entrepreneur, sailor. TBR manages global private bullion reserves; TBS helps buy & store bullion in the US. Independence, Endurance, ScarcityJoseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8Adam Taggart @menlobear
79K Followers 166 Following Founder & host of Thoughtful Money Media inquires: [email protected]Liz Ann Sonders @LizAnnSonders
413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).Anna Wong @AnnaEconomist
16K Followers 286 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics. All opinions are my own.Jason Goepfert @jasongoepfert
36K Followers 478 Following Graduate student at the School of Hard Knocks. Founded, built, and sold @sentimentrader. Still hangin' around.Thoughtful Money @thoughtfulmoney
2K Followers 2 Following Actionable insights from the worlds top experts in money & the marketsOtavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1AAsif Suria @AsifSuria
9K Followers 6K Following Multi-strategy investor and founder of @InsideArbitrage. Subscribe for free to receive our monthly "Buyback Wednesdays" and "C-Suite Transitions" articles.Jesse Felder @jessefelder
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43K Followers 2K Following Rockwell Automation Inc. (NYSE: ROK) We are #ExpandingHumanPossibility by connecting the imaginations of people with the potential of technologyJim Bianco @biancoresearch
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35K Followers 2K Following Automation World is the leading media resource for automation professionals working in #discrete, #batch and #process #manufacturing industries.Control Design @Control_Design
19K Followers 2K Following The Automation and Controls Magazine and WebsiteOil & Gas Engineering.. @OilGasEng
2K Followers 883 Following Oil & Gas Engineering covers all aspects of #oilandgas operations, helping #managers and #engineers operate their systems safely and more efficiently.Chris Anderson @TEDchris
1.5M Followers 1K Following Head of TED. Dreamer. Most days an optimist. TED = free talks on the web in Technology, Entertainment, Design & ideas worth spreading. https://t.co/5OMY86h3d0Steve Case @SteveCase
683K Followers 6K Following Chairman of @Revolution. Chairman of @CaseFoundation. Chair of @Smithsonian. Co-founder of @AOL. Author of @RiseOfRest @ThirdWaveBook. Champion of @RiseOfRest.The Economist @TheEconomist
27.3M Followers 159 Following News and analysis with a global perspective. We’re here to help you understand the world around you. Subscribe here: https://t.co/RpUQAAnhogdrillers.com @drillersdotcom
2K Followers 651 Following Support for the Global Drilling Community since 1996. (Jobs, education, events and technical tools). Now owned and operated by Relentless Pursuit of Perfection.Harvard Business Revi.. @HarvardBiz
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148 Followers 315 Following Relentless Pursuit of Perfection Ltd (rp² for short) - The Drilling Performance CompanySPREAD - forum @myspread
131 Followers 337 Following The FREE global community of drilling, completion & subsea professionals - Gives you access to a wealth of knowledge that you may not otherwise have had!China Xinhua News @XHNews
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52K Followers 704 Following Multiple best-selling author, pioneering online commentator. ~1 million readers turn to Mauldin for his view on market and history. 8 Kids. Luckily wed to ShaneDavid Stockman @DA_Stockman
33K Followers 939 Following Founder, https://t.co/tPn8oIdpv4. Follow me on Facebook: https://t.co/O9Bw0OODMK…Marcos was in my class at business school A really nice guy, a skilled golfer & clearly a great entrepreneur Should I see if he’d be willing to come on for an interview about keys to business success & the economic state of Argentina?
It's finally here! Our interview with Lyn Alden @LynAldenContact , focusing on the new rules for investing in the current era of 'fiscal dominance', is now live youtu.be/WFAV-EQxfKQ
It's very rare to see a public co. founder call out another public co. founder this way, esp out of the blue. Makes you wonder what's going on behind-the-scenes. Why say this now? "You shouldn't assume you're being told the truth by any of these public companies." ooh boy🍿
There are some interesting dynamics at play within equity leadership ... never a great sign when trucking stocks are struggling ... meanwhile, the two biggest publicly traded pawn shops are near highs. Hmmm. Happy Sunday. FT
This former $TSLA C-Suite executive is selling virtually all his shares, but I’m sure FSD and robotaxis are right around the corner…
A valuable lesson from the 70s that is particularly relevant in a day like today: Gold and commodities consistently outperformed while tech stocks endured numerous setbacks. Although this dynamic appears to be unthinkable today, keep in mind that markets often defy…
'When adjusted for inflation, capital goods orders continue to decline, suggesting that business investment remains soft.' thedailyshot.com/2024/04/25/hom… via @SoberLook
A yellow legal pad with "Buy Bitcoin" scribbled on it - the type that will cost you $8.99 for a three-pack on Amazon — just sold for $1.027 million during an auction trib.al/uW0iboF
Every time there's a correction investors turn to the media, and whatever dominates the headlines becomes causality. In the last few weeks, most have zoned in on events taking place in the Middle East as that has obviously been front and center. What if it's simpler than this?
'LLMs are well on their way to becoming a commodity; price wars will be intense.' garymarcus.substack.com/p/groupthink-v… by @GaryMarcus
We've seen hardly any growth in commercial and industrial loans in the past two years. One reason: A deeply inverted yield curve creates an extremely challenging lending environment for banks. Instead, we're witnessing a resurgence of a trend where these financial…
The decades of peace we have experienced recently is extraordinarily unusual in a longer-term context. 600yr chart of conflicts highlights how extremely low it’s been of late (ticked up to touch less than 1.0 since ‘13). Most investors unprepared for a period of higher conflict.
Super Micro Computer $SMCI was down 23% today. The chart shows it increased 6x from January to March ($200 to $1200). Then, on March 18, S&P added it to the S&P 500. $SMCI peaked on March 13 and is now down 40%. --- Congratulations to the S&P Index Committee!
"Relative to history, investors are long bonds… and are underweight cash..." dailychartbook.com/p/daily-chartb… via @dailychartbook
U.S. Debt Interest Payments Reach $1 Trillion visualcapitalist.com/u-s-debt-inter… by @VisualCap
'Expectations among FMS investors for a "No Landing" outcome have gone from 7% in January to 36% today.' dailychartbook.com/p/daily-chartb… via @dailychartbook
Hooray - we just secured the @thoughtfulmoney handle on X/Twitter!! Give it a follow now!!
Happy news! Thanks to a follower on X, we've been able to secure the @thoughtfulmoney handle for this account While I liked the prior @get_thoughtful handle, nothing beats using our proper name👍
'Gold is historically an inflation hedge. But it's also something investors turn to when they are worried about the stability of the status quo. It will languish for decades, then break out when the world is at a major pivot point, as it is now.' ft.com/content/bdcb7d…
@BobEUnlimited The trick everyone is missing: Y-axis is Govt bond yields but X-axis is mix of private debt + govt debt. To draw any interpretation the X-axis should be recut to be govt debt only. Equiv to graphing price of apples Y-axis, then X-axis = (qty apples + qty bananas).