Cameron Dawson @CameronDawson
Chief Investment Officer at NewEdge Wealth⚡️CFA Charterholder⚡️will never solicit in messages instagram.com/thecamerondaws… Joined January 2021-
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Ditto to Dutta Neil is a tough act to follow! Great to chat with @tomkeene and @ptsweeney this morning!
Ditto to Dutta Neil is a tough act to follow! Great to chat with @tomkeene and @ptsweeney this morning!
Coming up at 845! Bloomberg Surveillance Radio with @tomkeene and @ptsweeney LIVE on YouTube bloom.bg/SurveillanceRa…
Happy weekend listening! Such a fun conversation with @RiskReversal and @dmoses34 for the @OnTheTapePod ! Mostly because I got to steal @GuyAdami ‘s seat for the recording 😎
Happy weekend listening! Such a fun conversation with @RiskReversal and @dmoses34 for the @OnTheTapePod ! Mostly because I got to steal @GuyAdami ‘s seat for the recording 😎
Oh how the tables have turned.... Look at the relative of Tech vs. the market and Financials vs. the market. Important for the S&P , as Tech is a 30% weight vs. Financials at 13%.
Happy happy Monday with @bsurveillance !
Happy happy Monday with @bsurveillance !
The highest honor, a 10/10 from @ratemyskyperoom 🥹🚀
The highest honor, a 10/10 from @ratemyskyperoom 🥹🚀
I thoroughly enjoy getting to chat with @SeanaNSmith and @MadisonMills22 on @YahooFinance . Diving into the details about the consumer, growth, and much more!
I thoroughly enjoy getting to chat with @SeanaNSmith and @MadisonMills22 on @YahooFinance . Diving into the details about the consumer, growth, and much more!
Happening now! Use the link below to join!
Afternoons with @CNBCClosingBell are the best afternoons! If data continues its recent trends (relatively resilient growth, sticky inflation), we think the Fed could be hard pressed to deliver its desired cuts. But, I agree with @BlacklionCTA , high long rates could be sniffing…
Afternoons with @CNBCClosingBell are the best afternoons! If data continues its recent trends (relatively resilient growth, sticky inflation), we think the Fed could be hard pressed to deliver its desired cuts. But, I agree with @BlacklionCTA , high long rates could be sniffing…
Some areas of inflation show just a stalling in the disinflation process (not great), while others show a more uncomfortable reacceleration, as seen in Supercore (core services less housing).
Happy to be back in the pre-CPI tradition with @rhemrajani9 @benjaminMlavine and company!
Happy to be back in the pre-CPI tradition with @rhemrajani9 @benjaminMlavine and company!
715a on Bloomberg Surveillance radio live on YouTube with @tomkeene and @ptsweeney 🎧🎥 Watch live on YouTube youtube.com/live/f39oHo6vF…
I don’t want to wait! Excited to talk with the @SimplifyAsstMgt guys @profplum99 and @ConvexityMaven next week.
I don’t want to wait! Excited to talk with the @SimplifyAsstMgt guys @profplum99 and @ConvexityMaven next week. https://t.co/weNrUfToJB
It was such a fun conversation with Ben @MstarBenJohnson and Julie of @MorningstarInc !
It was such a fun conversation with Ben @MstarBenJohnson and Julie of @MorningstarInc !
A great afternoon with @CNBCClosingBell !
A great afternoon with @CNBCClosingBell !
Helene Meisler @hmeisler
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86K Followers 853 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.Michael J. Kramer @MichaelMOTTCM
117K Followers 620 Following You can visit my website to learn more about me and my Long-Only LT growth strategy. https://t.co/vqSVbYCFmX See disclosures in the link belowAngie G @MomAngtrades
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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🤿Rahul @rhemrajani9
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15 Followers 45 FollowingHawaiiYogini @VickiYu
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184 Followers 718 Following the https://t.co/Q9OSRVngas - Keeping Alabama Elected Officials & "News" Media honest. Helping to inform "We the People".Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucHelene 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.Liz Young @LizYoungStrat
86K Followers 853 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.Brian Sullivan @SullyCNBC
164K Followers 2K Following CNBC Anchor 7pm ET. 28 year business journalist. Storyteller. Auto racer. Hokie. Believer in science, data & facts. Question everything.Carter Braxton Worth @CarterBWorth
116K Followers 289 Following CNBC’s Chart Master CEO/Founder of Worth Charting LLCAngie G @MomAngtrades
55K Followers 624 Following Investor | Trader | Married Mom of 3 |$TSLA | Not in Epstein’s Blackbook | Spelling Bee Qualifier 1992 | I like my water like Kyrie Irving likes his Earth, FlatBob Elliott @BobEUnlimited
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169K Followers 616 Following Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRxEliant Capital @eliant_capital
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86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial AdviceAndy Constan @dampedspring
133K Followers 328 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is adviceLe Shrub🌳🔥🇺�.. @agnostoxxx
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378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8EnMichael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceJeffrey Gundlach @TruthGundlach
318K Followers 4 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”CNBCOvertime @CNBCOvertime
46K Followers 106 Following Closing Bell Overtime airs 4-5p ET with @jonfortt & @MorganLBrennan, tackling late-breaking news and after-hours action with the biggest names on the Street!Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.Edward Conard @EdwardConard
4K Followers 714 Following Top-10 NYT bestselling author @AEI Retired @BainCapital Partner https://t.co/gmmdbORBTO Tweets of noteworthy economic news from my research team.Landan Dory @HunkyDoryTX
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13K Followers 338 Following Chief Global Strategist and Director of Research @bcaresearch Formerly with Goldman Sachs & IMFKevin Gee @kevg1412
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89K Followers 78K Following Advisory Board President | Partner w/ biz owners & executives to optimize taxes & build abundant cash flow | Senior VP Wealth Advisor | Husband, Drummer #JeepBen Casnocha @bencasnocha
23K Followers 2K Following Entrepreneur, Investor @VillageGlobal, Co-Author of The Startup of You and The Alliance. https://t.co/7W5h75ZB7HThe Market Huddle @TheMarketHuddle
16K Followers 3 Following Join Patrick Ceresna and Kevin Muir bi-weekly as these two traders get together to discuss the market action while having a little fun in the process.Kevin Muir @kevinmuir
52K Followers 3K Following All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.Cameron Passmore @CameronPassmore
5K Followers 2K Following Helping Canadian families plan and manage their serious long-term money. Executive Chairman & Portfolio Manager @PWLCapital; Co-host @RationalRemind.Graham Duncan @GrahamDuncanNYC
15K Followers 1K Following Compulsively seeking new ways of seeing realityBrian Kelleher 👀 @BrianKelleherNY
470 Followers 256 Following Dad of 3 boys, @RobinPKell husband, Hoya, @simplifyETFs, centrist, dog rescuer. (Opinions are my own. Not Investment advice)Kitty Miam Miam @MiamKitty
11K Followers 50 Following Twitter’s prominent Food & Wine hedonist collective. Everyone welcome to post and every cuisine should be featured. Home of #kittywineclub 🔥🔥 Anti-frugalityKevin Gordon @KevRGordon
1K Followers 159 Following Director, Senior Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/5libsyZoqZSir Of Finance @SirOfFinance
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37K Followers 253 Following Owner at The Stock Trader Hub. We provide Nightly Watch lists, Morning Briefing, Day, Swing, Options, Crypto & Futures Trade alerts. (Not a financial advisor)Luke Hallard @7LukeHallard
9K Followers 222 Following Professional investor and Lead Advisor @7investing. Focus on technology and innovation, with a bias towards AI, fintech, and medtech.Zach Abraham @KYRRadio
8K Followers 496 Following Know Your Risk Radio, hosted by Zach Abraham, Principal/CIO of Bulwark Capital Management. For advisory services go to website below.Rich Handler @HandlerRich
21K Followers 114 Following CEO Jefferies. Board Chair U of Rochester. “Be a good person." https://t.co/lAuCsf2nOOWheel @JunoniaWheel16
278 Followers 167 Following Don’t take life too seriously, you’ll never make it out alive and always make time for the beach.Lauren Goodwin @macroLG
1K Followers 69 Following Economist, asset allocator (New York Life Investments), tea connoisseur. Views are my own. Likes & retweets are not endorsements.James Crombie @jtcrombie
5K Followers 3K Following chronicles of capitalism @business. occasional British malarkey. views own, RT not endorse. Present fears are less than horrible imaginings.Stacy Rasgon @Srasgon
9K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.Joumanna Nasr Bercetc.. @JoumannaTV
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109 Followers 236 FollowingiConnections @iconnections_io
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39K Followers 2K Following VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.Shanndog @scottshanndog
246 Followers 129 Following Husband, father of 2, sports fan, capitalist and enjoy a few good pints.Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹Daily Chartbook @dailychartbook
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13K Followers 502 Following Trader/Analyst | Ex - AAO Research, Independent Speculator, The Dollar Vigilante, Value Research Online. Gold, shipping, energy, crypto, tech. MBA - IIT MadrasMetaTraders @tradinguk
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23K Followers 2K Following Developing awareness, understanding, and informed opinions on U.S. foreign policy and global issues since 1918. Retweets are not endorsements.Marc Chandler @marcmakingsense
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84K Followers 159 Following Wharton. McKinsey. UBS. Securities industry since '94. Asia ex-pat in '80s-90s. Elected to Mill Valley City Council in '20. Blocked by Zero Hedge since 2010.Dave Kellogg @Kellblog
22K Followers 6K Following EIR at Balderton Capital, principal at Dave Kellogg Consulting, and author of Kellblog. See FAQ for disclaimers. RT != endorsement.DAVID KASSIR, Miami F.. @DavidKassir
2K Followers 346 Following Senior Vice President | Specialized Financial Advisor in Real Estate 🏡 | Accredited as AAMS, CMFC, CBDA | 🏆 Ranked Top Advisor to Watch 🏆Jordan @AcetheKidTA
57K Followers 539 Following Host Of The #1 Trading Spaces In The World🌎 Watch me trade live on @Twitch: AceTheKidTA // Hedge Pressure 🐐 Hosted 1000+ Hours of SpacesDr. Joseph Ford Cotto @JosephFordCotto
54K Followers 47K Following Host, 'News Sight,' with a sharp focus on events that impact your life | Author, 'What Happened to America?: How—and Why—the American Dream Became a Nightmare'Michael Thrower @BevansAdvocate
15K Followers 688 Following he/him | Australian economist living in Sydney | Views expressed are my own | Posts about Econ and welfare states | https://t.co/BNSDfrTpvzDr_Gingerballs @Dr_Gingerballs
16K Followers 294 Following Engineer. Researcher. Stonk Enjoyer. Shit poster. I collect data on options and stuff and post it on X.Matt Barrie @matt_barrie
14K Followers 339 Following Chief Executive of https://t.co/sebwYSgNyq, https://t.co/cbqmv9wcbt, Executive Chairman of https://t.co/SzIWMLIhTI (ASX:FLN, OTCQX: FLNCF).
@PeterReyno47149 @WalterDeemer actually did RCA I believe
...classic
Google bought YouTube for $1.65 billion. YouTube now generates $1.65 billion of revenue every 18 days.
Was unaware @EdwardConard was on Twitter. One of the smartest guys I know. Massively underfollowed.
3.59mm children were born in the US in 2023, down 2% from 2022, as the US total fertility rate fell to 1.6 births/woman, the lowest level on record. edwardconard.com/macro-roundup/…
Staggerleeflation is not part of my hard landing script unless Janet and Powell pump. FWIW.
Well, the Business Dynamics revision is up and turns out that Birth/Death models weren't all that inaccurate (/s). As a reminder, they projected 264K jobs created NSA (roughly 100K jobs per month seasonally adjusted). The actual data was a LOSS of 198K jobs. So the net 500K jobs…
dudes… I have fucking copyrights… this is me you’re posting…
Ascii and ye shall receive... chart based analogies obviously data mining, but boy does the analog still work
Does anyone have those $CSCO $NVDA analogs. I haven't seen them in awhile 🧐
after the second child it’s ’hey you!’ @mattmiller1973
Posts may be a bit slow for a bit:
New Shrubstack out on the QRA being part of a Plaza Accord 2.0 Toolkit. It’s just a theory but hey, nothing is beneath Tamagotchi Yellen!
We are saved 🥹🙏🙏🙏
Jamie Dimon: “The only place I get treated like crap is Washington, DC.”
This is my quant! 😃
Such a great weekly piece from @CameronDawson and @NewEdgeWealth . Well worth viewing to understand the state of the market environment!
The Monday chart deck: newedgewealth.com/wp-content/upl… The Weekly Edge: newedgewealth.com/undone/
@CameronDawson Stellar work as always, and the humor is great too!
The median price of a new home sold in the U.S. came in at $431K, down from a recent peak of ~$500K (up from ~$330K at the end of '19). Overlaying this pullback with what happened after the '07 price peak shows that prices are more or less declining as would be expected.
This was a lot of fun to do with my friend @tomowenmorgan! Check it out 👇🏻
"Adventure Capital" I interviewed @jposhaughnessy about @osventuresllc. I think it's the most inspiring win-win application of generational wealth I've ever seen. [Full interview at link in bio]