Ben Hunt @EpsilonTheory
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. Augustine epsilontheory.com United States Joined July 2013-
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@alohawolf No, he is explicitly and literally saying that ‘balance’ is the problem, that the reporting should be *unbalanced* to reinforce the electoral chances of this administration in the next election. Because democracy.
In which the Levin Professor of History at Yale argues that the fundamental purpose of national news media is to “frame” the accomplishments of the Executive in as positive a light as possible. For “democracy”, y’know.
In which the Levin Professor of History at Yale argues that the fundamental purpose of national news media is to “frame” the accomplishments of the Executive in as positive a light as possible. For “democracy”, y’know. https://t.co/PNLOvCm62o
@CedarstripCap @EpsilonTheory I appreciate a good frame. And - I think the rest of the conversation adds more global nuance than you're picking up on. @p_millerd gets more to the core elements here, yes all stories are local, but they're still all stories: x.com/CultishCreativ…
@CedarstripCap @EpsilonTheory I appreciate a good frame. And - I think the rest of the conversation adds more global nuance than you're picking up on. @p_millerd gets more to the core elements here, yes all stories are local, but they're still all stories: x.com/CultishCreativ…
Ohhhh Bennnnnnnn…. @EpsilonTheory
Edward Snowden, who literally lives in Moscow under an asylum order from Putin and is employed by an “unnamed Russian IT company”, has some thoughts about authoritarianism.
This was such a beautiful watch. I was raised on kindness and service being the ultimate form of love you can show the world. When I stepped into the working world and realized not everyone shared that foundation, I became disillusioned. Traveling off the beaten path at an…
This was such a beautiful watch. I was raised on kindness and service being the ultimate form of love you can show the world. When I stepped into the working world and realized not everyone shared that foundation, I became disillusioned. Traveling off the beaten path at an…
Free can be a (strategically) good marketing strategy. Free happens when a company foots some bill to acquire free-loving customers, which it later hopes/intends to wrestle value (fees) out of, b/c profits, etc. This is one way the wrestling part can play out. 👏🤘@DaveNadig
Free can be a (strategically) good marketing strategy. Free happens when a company foots some bill to acquire free-loving customers, which it later hopes/intends to wrestle value (fees) out of, b/c profits, etc. This is one way the wrestling part can play out. 👏🤘@DaveNadig
In late 2020 I debated this with @EpsilonTheory "Will Wall Street Ruin Bitcoin?" I argue this is a trojan horse, he says no, the FIC is still firmly in control.... will be interesting to see how it unfolds 🍿 youtube.com/watch?v=5PPNYn…
If you missed it, don't miss @EpsilonTheory "Solving the Puzzles of Life" too. Did you know he invented linear regression? He didn't either! But you'll have to listen for that story (and so many more)... youtu.be/yJ_4JZGJawM?si…
You (as an individual) can (sort of) exit the fiat system and go live on a self sufficient mountain top somewhere. But the entities that owe tens of trillions of debt cannot do so. And that’s why financial markets are a common knowledge game and not a personal knowledge game.
Blackthorne: It’s called “return stacking.” We can introduce additional return streams on top of your existing strategic portfolio, unlocking the diversification benefits of alternatives without the behavioral problems. Mariko: The anjin wants to use leverage.
It's so wild to me that there are American hostages being held by Hamas and this **isn't** a wall-to-wall story for both the White House and the news media.
I'm more bullish on avoiding this outcome than Ben, but this is definitely the big threat
I'm more bullish on avoiding this outcome than Ben, but this is definitely the big threat
What a great piece. Who will lead the reformation and what amount of blood will be spilled along the way?
What a great piece. Who will lead the reformation and what amount of blood will be spilled along the way?
@EpsilonTheory Fuck I’ve been a hater for a bit now but you’re actually right. Very sad
It’s all Bitcoin!™️ just as far as the eye can see.
@wlrvs The @EpsilonTheory thesis
Can we talk about NPR, phony wars, cyber truck sales, NATO acceptance, AND Conan’s Hot Ones appearance— all in the same episode? If you know all news is narrative, you know we can. New Breaking News, w/ @EpsilonTheory @practicalquant @CultishCreative: youtu.be/IySbFctWaec?si…
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Jim Bianco @biancoresearch
394K 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
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Marc Cohodes @AlderLaneEggs
174K Followers 681 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Paulo Macro @PauloMacro
140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
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
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
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.
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Michael Kao @UrbanKaoboy
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Andy 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 advice
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83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.
David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
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Counselor in Oz @truthgracepeace
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۟ @DarkEXE_
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MakeAmericaSaneAgain @co90210
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348 Followers 2K Following 📈🤡 Clowning around the stock & crypto markets. Wisdom and whimsy in one chaotic feed. Join the financial circus! 🎪🚀 - Long term growth, Not financial advice
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291 Followers 3K Following bro bro bro bro bro bro bro bro bro bro bro bro bro bro bro bro
Spaceman @spacemanDH22
0 Followers 79 Following Everyone Lives On A 24 Hour Clock but is Time the only wasting asset with gravity theta on Earth ponder the Spaceman Convexity Dome of Vulcans and Vol in 4 D
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nicks (Commission Ope.. @XINSAN94
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ɹǝpısuI Lou 🌐 @InsiderLou
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Tyler @SimonesHusband
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EK @81ac7d06
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Connor O’Leary @Connorpoleary
111 Followers 166 Following “Oh my soul, do not aspire to immortal life, but exhaust the limits of the possible.”
Jim Durkin @BigJim659353836
41 Followers 58 Following
Nick Osmond-Jones �.. @Nick_Decap
871 Followers 2K Following Refugee from the BC public service. Dad. Mostly here to fight #genderwang. Do my best to assume good-faith.
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Doomberg @DoombergT
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Jim Bianco @biancoresearch
394K 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
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Marc Cohodes @AlderLaneEggs
174K Followers 681 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Paulo Macro @PauloMacro
140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
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
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.
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
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🤿
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Andy 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 advice
Jared Dillian @dailydirtnap
83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.
David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
MacroPirate 🏴�.. @TheMacroPirate
162 Followers 271 Following Data driven analysis. Minimalist investor. Only observations, not financial advice.
Heather Joelle Bonepa.. @averagejoelle
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2K Followers 1K Following once I was a bank PM. Founding Partner @ Bird's Eye Wealth aspiring CFPer I might know some people at Q Wealth
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286 Followers 671 Following “Small business owner with a passion for common sense solutions. Proudly supporting the Right politics in NH. Let's work together for a less expensive future”.
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15K Followers 10K Following | 🇪🇺 Social-libéral fighting for a stronger EU | 🇫🇷🇪🇺🌎Affairs | | 💼Political Consultant | 📝Editor @FrenchDispatch | 🇫🇷@Renaissance |
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18K Followers 1K Following Rates/Vol. RTs probably imply derision. Meme Thief/Curator. Former Interview Candidate @ Susquehanna. Languages: 🇺🇸 🇨🇳 🇳🇱 🇮🇹 🇫🇷 🇪🇸
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438 Followers 1K Following AI Research Fellow @mercatus, author of Hyperdimensional (see link) formerly @HooverInst @CoolidgeFdn @SmithSoc @ManhattanInst Thoughts my own, like != endorse
Matt Cole @ColeMacro
5K Followers 293 Following CEO @strivefunds. Pro-capitalism, liberty, innovation, meritocracy, and human flourishing. Shareholders first. Abolishing ESG and DEI.
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27K Followers 2K Following Contributing Writer @TheAtlantic. Teaching @BatesCollege. Professional Doom-Monger. Co-host of Time to Say Goodbye @ttsgpod. Red-Blooded Lacanian Male.
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106K Followers 1K Following Find your Ikigai 🌊 None of this is investment advice.
ShortSeller @ShortsellerST
30K Followers 2K Following Follow/Set Notifications! ChartsForCharity- Lehman Brothers, Raymond James, JackShu HF (since 1987) - #CfC (100% FREE) here; https://t.co/CHgZyG97qo
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16K Followers 946 Following Adjunct Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
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12K Followers 455 Following Engineer (mortgage tech), attorney (non-practicing). Opinions totally my own, not advice of any type.
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5K Followers 519 Following Markets, Macro, AI, Tech. Head of AI + Strategy at @SmarshInc. Previously CPO/Head of AI Research @dreasoning, Global Macro @nomura. All opinions my own.
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7K Followers 1K Following Modern Global Macro Investor. Former Head of Macro at Soros. ex - Element. QFR. GS. DB. Macroeconomics. Markets. Bayesian. Data. Opinions are my own.
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12K Followers 660 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
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1.0M Followers 214 Following News, analysis and commentary by the National Post.
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12K Followers 875 Following Novelist & Professor: ALL GOD'S CHILDREN @EuropaEditions, WYNNE'S WAR @MarinerBooks, DOG ON THE CROSS @AlgonquinBooks. Repped by Peter Straus @RCWLitAgency.
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5K Followers 4K Following Managing Director, @ChinaBeigeBook. Tweet on economic, geopolitical, and policy issues driving financial markets. Views my own. RTs & Likes ≠ endorsement.
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451K Followers 230 Following I turn Art into Sports (and vice versa) | NO AI USED | “Everything I didn't know I needed" - follower testimonial | See inspiration? DM/tag us
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266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
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David Gustin @davidmgustin
552 Followers 18 Following I cover the intersection of B2B Payments - Working Capital – FX – Commercial cards and conduct workshops for Early Pay Programs + Supply Chain Finance@CedarstripCap @EpsilonTheory I appreciate a good frame. And - I think the rest of the conversation adds more global nuance than you're picking up on. @p_millerd gets more to the core elements here, yes all stories are local, but they're still all stories: x.com/CultishCreativ…
"The thing I really do is I avoid identities or labels. You see this with authors, 'oh I'm a published author.' I reject that term out of hand." -@p_millerd Pick yourself first. Choose your own adventure, choose your own path, choose your own rule book, identity, and life.
Ohhhh Bennnnnnnn…. @EpsilonTheory
Edward Snowden was embraced by the mainstream left and subsequently the far right. Tells you all you need to know about Snowden and both groups.
Seems like the random number generator for hours worked is well off @EpsilonTheory
@MarkKahn2 @EpsilonTheory It’s one of the issues. The ecosystem settled into a local optimum (cheap etfs and free trading/custody) where the economics are likely unsustainable. Fidelity is “pushing the marble out of the valley” - always disrupting
@EpsilonTheory Stephanie Kelton channels Arthur Burns on CNBC, splaining the PCE inflation numbers... "idiosyncratic things", "prices no one actually pays", "lagging indicators".
@LaGulbranson @EpsilonTheory Ben, you're getting closer to the view I've argued to you for yrs: All this "resume building" charity & caring we've taught our kids hasn't made them good day-to-day people who act w/ honor & integrity in their personal interactions. And it's those interaction that really matter.
@EpsilonTheory @choffstein I beg to differ x.com/rudyhavenstein…
Econ PhD Mel Gibson explaining to the bottom 90% of Americans that there has been no inflation, and we need a much higher cost of living.
This was such a beautiful watch. I was raised on kindness and service being the ultimate form of love you can show the world. When I stepped into the working world and realized not everyone shared that foundation, I became disillusioned. Traveling off the beaten path at an…
"Everywhere you go, you will find men and women of goodwill doing small acts of kindness and service, without exception. And also without exception, when you talk to them... they think it doesn't matter." @EpsilonTheory What to do? Make, protect, teach. (It matters.)
@lao1969 @EpsilonTheory It starts small, it starts locally, and the act of starting is what matters. Thanks for listening @lao1969 - you get it. 👏
@EpsilonTheory @DaveNadig Great note.I think I've proven my willingness to call Wall St. on fees & all its garbage & this is Fido legally trying to bully some cash out of small ETF providers (but why shouldn't the small provider pay for getting Fido shelf space?), but in general, ETFs fees are really low.
Free can be a (strategically) good marketing strategy. Free happens when a company foots some bill to acquire free-loving customers, which it later hopes/intends to wrestle value (fees) out of, b/c profits, etc. This is one way the wrestling part can play out. 👏🤘@DaveNadig
Free is a good price. It’s how we got Fortnite and radio and a terrible internet. People hate paying for things. And that’s what Fidelity was counting on when it smacked ETF providers for fees. Of course they’ll win. New by ET contributor @DaveNadig! epsilontheory.com/fidelity-remin…
@CultishCreative @EpsilonTheory This is outstanding-Somewhere along the way I decided that I would try to show up to all people from a position of good intent and kindness. Overwhelmingly improved my life. A moment/minute where you can share a bit of meaningful time with another is where the magic happens🙏
In late 2020 I debated this with @EpsilonTheory "Will Wall Street Ruin Bitcoin?" I argue this is a trojan horse, he says no, the FIC is still firmly in control.... will be interesting to see how it unfolds 🍿 youtube.com/watch?v=5PPNYn…
If you missed it, don't miss @EpsilonTheory "Solving the Puzzles of Life" too. Did you know he invented linear regression? He didn't either! But you'll have to listen for that story (and so many more)... youtu.be/yJ_4JZGJawM?si…
The porn on this website is out of control
It’s been a while since I’ve made the Mac. NY cheddar + gruyere + fresh parm on top. Nutmeg is the secret ingredient.
You (as an individual) can (sort of) exit the fiat system and go live on a self sufficient mountain top somewhere. But the entities that owe tens of trillions of debt cannot do so. And that’s why financial markets are a common knowledge game and not a personal knowledge game.
You (as an individual) can (sort of) exit the fiat system and go live on a self sufficient mountain top somewhere. But the entities that owe tens of trillions of debt cannot do so. And that’s why financial markets are a common knowledge game and not a personal knowledge game.
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