Raining Horse @HorseInRain
Scruff musician now tech slave who knows the value of a dollar, and otherwise hasn't a clue. Libertarian, Constitutionalist, skeptic. Joined June 2012-
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Bonds Have Had a Wild Ride. The Roller Coaster Is Coming to a Stop. barrons.com/articles/bond-… via @barronsonline Click below for my NYSE-listed newly-issued MBS Strategy convexitymaven.com/wp-content/upl…
Understanding gold prices used to be straightforward: one had to have a view on the direction of US real rates to hold, buy or sell gold. Gold traded inversely to real rates for decades as fast-money ETFs in the West had to buy, hold or sell physical gold based on the changing…
Understanding gold prices used to be straightforward: one had to have a view on the direction of US real rates to hold, buy or sell gold. Gold traded inversely to real rates for decades as fast-money ETFs in the West had to buy, hold or sell physical gold based on the changing… https://t.co/oVUII93YRd
This is clearly not heading in the right direction: 3-month annualized change in core PCE #inflation up to +4.4% in March
#earnings for the week of April 29, 2024 earningswhispers.com/calendar $AMZN $AMD $AAPL $SMCI $SOFI $PYPL $LLY $COIN $SQ $PFE $QCOM $SBUX $NVO $DKNG $ON $DVN $RIOT $DPZ $NET $PAYC $CVS $PINS $MMM $LNG $PARA $CVNA $MCD $KO $ACLS $RIG $GOLD $CNQ $FSLY $EPD $MA $MLCO $NXPI $PTON $HSY…
The PCE-based Ecumenical underlying inflation measure was 3.0% in March, down 0.1pp from February. This is the median of 24 different measures: 8 different bases over 3, 6 and 12 months. FWIW, my own judgment is underlying inflation is 2.5 to 3.0%, probably top of that range.
Ep. 108: Revisiting Velocity - Myths and Reality podbean.com/eas/pb-vju5i-1…
Anybody surprised seeing largest Eurozone economies in the „Lowest inflation and decelerating most“ corner? Recessions usually turn inflation into deflation. The divergence between Europe and the US doesn’t bode well for funny money called Euro.
Core PCE inflation over the last 3 months was a 4.4% annual rate. That is higher than any time from Nov 1990 to Mar 2021. Yes, there were special factors, seasonal issues, etc. But there were also special factors & seasonal issues at various times in those previous 30 years.
The Fed forecasts core PCE inflation of 2.6% y/y in Q4 2024. Even with today's "in-line" core PCE, there's now significant upside risk to that and it'll need to be raised in June. Red bars are how much inflation needs to slow to meet the Fed forecast. Hard to see this happening.
With 78% of household wealth in real estate, bursting real estate bubble is the last thing this economy needs
🇺🇸After the tax deadline, bank reserves at Fed drop by $200B, leaving Reserves+RRP at $3.7T With the ample reserve buffer estimated b/w $2.8T and $3.4T post-1Q GDP data, the Fed will push against cuts, but intensify discussions on QT tapering Next week's FOMC will be about QT❗️
Market cap distortion is in full effect, as $NVDA, $GOOGL, $MSFT, and $AMZN are accounting for more than 55% of the bullish momentum in the $SPX. Aside from these heavyweight companies, market breadth remains neutral, showing only a marginal bias towards the upside.
California's unemployment rate has been rising since August 2022, up to 5.3% now. It keeps going up, yet the national unemployment rate hasn't followed it. Pay attention: California may be sending a warning.
Mute "stagflation" on your feed, this was another incredible US GDP result. Growth ex net trade and inventory = 2.8% (2.77% last Q) Govt contribution down, but residential investment picking up the slack! Non-res still printing positive. Cyclical parts of GDP crushing it. 1/
Changing times for the long-suffering gold miners. Newmont, largest gold miner in world (& only one in S&P 500) blows-out estimates this A.M. (+53% above analysts' consensus). NEM's stock jumps 12.5% today. Agnico Eagle (3rd largest gold miner, #2 in market cap.) tonight reported…
The Cyclical Component of GDP increased 2.8% in Q1 on a smoothed two-quarter basis in nominal dollars. This represents an increase over the last 5 quarters but still a very muted pace of growth relative to the pre-COVID average.
Folks, really? Recent inflation shock was caused by combination of unprecedented Covid fiscal stimulus and supply chain disruptions. What would need to happen for a second, even larger inflation wave?
@98_tennis 0.29% (risks to the upside) Y/y 2.8%.
A weedy, potential explanation about the hotter than expect ed core PCE inflation implied by the gdp print today: pce deflator weights uses a Fisher Ideal index formula, vs cpi uses Laspeyres weighting. Why does that matter? So the PCE inflation uses moving weights, so if the…
As discussed earlier, the combination of higher inflation per unit of growth suggests central bankers won't be able to get a goldilocks free-lunch soft landing, will soon have to choose between price stability vs financial markets stability.
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Kayfabe @kayfabecapital
7K Followers 2K Following Markets, business cycles, & political economy - reality vs narrative. If you don't like it, learn to love it. Never investment advice.
Milton W Berg CFA @BergMalton
15 Followers 400 Following MB Advisors Institutional Research info@https://t.co/IU9RvNp7yi https://t.co/IU9RvNp7yi Milton Berg's Guide to Technical Analysis and the Stock Market Target 2025
Julianna Nerney @JuliannaNe87876
85 Followers 5K Following
Tess Kachikian @kachikian16586
59 Followers 5K Following
Kian Maddox @KianMaddox81847
151 Followers 3K Following
Farah Nabhan @nabh_fara
80 Followers 5K Following
Parker Ross @Econ__Parker
10 Followers 998 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 🦬🇺🇸🇮🇱
Yuriy Matso @ynriymatso
72 Followers 5K Following Are you a futures day or swing trader? Unlock the potential of algorithmic trading strategies: https://t.co/HPHJs0J1Pw
13_Leah @13Leah178256
19 Followers 1K Following
rgrethgqj0nn2o @90dfycfkqs
1 Followers 480 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Danuta Deyette @DeyetDan
74 Followers 5K Following
Bill Gross @rial_bill_gross
5 Followers 748 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. http://william….
Shanghai Macro Strate.. @ShanghaiMacro_
317 Followers 1K Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact:
360 Traders @360_tradeers
51 Followers 3K Following Owner 360Trader LLC #crypto analyst/ trader/investor Owner 4C Media Co. https://t.co/vI1cjacsj0 / @4cmediaco JOIN the 360 Elite * https://t.co/cEti0uCwQ3 * #Team3
nextbigtrade @NeextbiggTrade
1K Followers 4K Following Trading High Potential Stocks Using Stage Analysis Premium Newsletter: https://t.co/M92OOLldSc
Bronwyn 😈 @BronwynBrady285
4 Followers 492 Following Fiеry nymphоmаniaс sееking unrestrainеd sаtisfаction
Niasaputry_00 💀 $E.. @Niasaputry0
3 Followers 91 Following
Farrah Hunyadi @farr_huny
45 Followers 5K Following
Fox ⚡️🧙♀�.. @Martelfox_
1K Followers 2K Following Founder layer4talent. Advisor apollosats libdesatoshi & BTCstudents. Technotopian Witch. #bitcoin #lightning #ai #nostr b/acc
Ariyah Engberson @AriyahEngb64758
39 Followers 5K Following
Connie Brooks @chandradutt14
512 Followers 3K Following Trading community • Market Structure and PA - B&R • Sharing my experience/tips | Become a better trader • For mentorship Dm 📈📚📈 Married 💍
Mikael Sarwe @MikaelSarwie
21 Followers 719 Following Head of Nordea Equity Strategy & Quant. In grey zone between macro & market strategy. If you can't show it in a chart then it's not true. Views are my own.
Alf @MvcroAlf
22 Followers 711 Following Founder of the Macro Compass. Former head of $20bn Portfolio. Bond Market Course: https://t.co/AcZsOo7qPB FREE newsletter: https://t.co/YljudKS4CB
Nora Parks @ParksNora55383
135 Followers 6K Following
Confessions Of A Mark.. @MarketMakerSins
38K Followers 15K Following Listen https://t.co/HqjGSbQHyq Part of the Digital Branding Agency team at https://t.co/pZ39qdYSvp
Milena Delavina @DelaviMile
82 Followers 5K Following
Gina Martin Adams @GinaMarrtinAdam
3K Followers 1K Following Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a division of Bloomberg LP, and is based in New York, NY
Andy Constan @dampedspringiii
317 Followers 1K Following DampedSpring macro and @2Graybeards long only Investing & investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Margareta Joffrion @MargaretaJ828
46 Followers 5K Following
Edward Haints @EddieHaints
126 Followers 298 Following All American politician protecting citizens by instituting stricter gun-control laws. Not a Gunsmith Cats parody acct
Jemima Shatz @JemimaShat61890
74 Followers 5K Following
$JESUS 🙏 @jesustokens
21K Followers 1K Following MY BROTHER IN CHRIST, JESUS IS KING 🙏 https://t.co/4EsTtbUVWf ✝️ @xCryptoChurch
Danny Dayan @DannyDayen5
1K Followers 1K Following Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager. Chicago Booth MBA & CFA. My views do not consist of investment advice.
David Rosenberg @EconguyRosee
455 Followers 3K Following Founder and President of Rosenberg Research & Associates Inc. Retweets,Likes and Follows are not endorsements.
Ciara Moyerman @moyer_ciar
44 Followers 5K Following
Sunny @SunnyZunk314
2 Followers 262 Following Irresponsibly long on all things crypto! The world is your oyster
Stock goat @KyIeWhiteGOAT
165 Followers 1K Following CEO OF STOCK GOAT YOUTUBE👇 $SOFI HIGH GROWTH ONLY, FINTECH 🚀
AFNAN MLM⚡️ @afnan_mlm
23 Followers 993 Following INVESTOR SPEAKER 📍DXB🇦🇪 •Helped 60,000 make $ online •Millions+ in sales 💰 •Connect with me,DM⬇️
rodauna_malek @rodauna_malek
8 Followers 805 Following 📍| Newyork US 🇺🇸 🌎| Empower & Enrich People Daily 💎| Creating a Legacy ⚜️| Platinum Leader and Crypto miner 🎓I DM to learn how to Mine Crypto⬇️
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52 Followers 5K Following
Michael Seibel @mwseibel455
186 Followers 5K Following Partner at YC and Managing Director of YC Early Stage @ycombinator Michael @ycombinator.com
Markets & Mayhem @Mayhem4Markets
191K Followers 843 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
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
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
O’Hare Trade • Du.. @OHare888
10K Followers 888 Following Finding Value Through Focused Research PCX Options-Bear Stearns R.I.P🇺🇸🇵🇱🇮🇱
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Lyn Alden @LynAldenContact
678K Followers 753 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Brent aka Blacklion @BlacklionCTA
19K Followers 2K Following Christian, Macro, Family Office Derivatives, Recovering USN Aviator (A4, F14), USAF PEP F16, 2A, Energy, Fedwatch, Pure Blood, C02 isn't pollution. not advice
Lawrence Lepard, "fix.. @LawrenceLepard
172K Followers 20K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
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
Brendan M. Weinstein @BMWeinstein7
5K Followers 5K Following Airchat resident reply guy @ bmweinstein | Investor | Derivative Degen
Andreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Helene 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.
Wifey @WifeyAlpha
180K Followers 4K Following Systematic Investment Research // Wifey Alpha Multi Strategy Index // Free Mobile App & Dashboard // Bloomberg Ticker: $WIFEY // Trading Strategies
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Joseph Angelo @Beachdudeca
3K Followers 626 Following Managed Corporate Credit currently a Trader / Investor. Mostly using my Feed to Journal my DayTrading Notes. Watch List Summary Posted Most Weekdays by 9am EST.
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
Seth Golden @SethCL
35K Followers 598 Following I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group
baufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
Benjamin Miller @BenMillerise
9K Followers 660 Following @Fundrise, Co-Founder and CEO. Disclosures: https://t.co/JSVDJ9VA6F https://t.co/qkf3tWxO5i https://t.co/8lYnOMDEpi
Guilherme Tavares @i3_invest
4K Followers 29 Following CEO at i3 invest. After years trading the markets I have developed quantitative strategies that generate alpha in any scenario.
MicDropMarkets @MicDropMarkets
2K Followers 2 Following Podcast series with hosts @chigrl and @Raphfel covering global markets, finance, and geopolitics. Wed. X spaces w/ @chigrl Sponsorships: micdropmarkets@gmail
ButYouWereAMT @AndJBud
152 Followers 249 Following Passionate about the three most sexiest topics of finance: fixed income, taxes, and the Fed balance sheet.
The Macro Institute @MacroInstitute
449 Followers 18 Following Industry-Leading Investment Education Programs Grounded In Macro. Founded By @francoistrahan. Subscribe to Macro Monday: https://t.co/M70WdGwA6b
ACLLC @acllc2
2K Followers 1K Following US Treasury Futures Curve, Fixed Income, Yield Curve “You lose it here and you’re in a world of hurt”
Jan J. J. Groen @jjj_groen
523 Followers 123 Following Economist. Formerly @NewYorkFed and @bankofengland. Interests: #inflation #economy #forecasting. Views are my own. #EconTwitter
Confessions Of A Mark.. @MarketMakerSins
38K Followers 15K Following Listen https://t.co/HqjGSbQHyq Part of the Digital Branding Agency team at https://t.co/pZ39qdYSvp
Vantage Views Researc.. @vantageviewllc
103 Followers 302 Following Financial market research services that utilize a macro economic focused approach
Big Monte @peachesdooder
174 Followers 823 Following Finance & Fitness Cigars & Scotch Be sure to subscribe to my free investment newsletter on my Substack - not investment advice. https://t.co/WTwyGEBq6r
Risk of Ruin Podcast @halfkelly
8K Followers 1K Following Audio documentaries about risk takers. Hosted by John Reeder.
BlindSquirrelMacro @SquirrelMacro
6K Followers 1K Following "Macro for Civilians". Searching for acorns in the market for 30 years. Finance observations. (https://t.co/mgOvPYwOAi). IBWOC Platinum Tier.
Τάκης Χριστ.. @takis2910
4K Followers 189 Following Caveat emptor, often fighting lost causes. Like drunks use of lamp post, most use me for support, not illumination. My career has slowed down lately... 🕊️
MAZE @mazemoore
205K Followers 6K Following Video editor. 100% original content. You have seen my work.
THE SHORT BEAR @TheShortBear
101K Followers 388 Following Stoic trader and investor | since 2013 | driven by Philosophy & Psychology | VC & PE|Tweets are purely for entertainment purposes and not investment advice
Mortgage Bankers Asso.. @MBAMortgage
46K Followers 2K Following The Mortgage Bankers Association (MBA) is the national association representing the real estate finance industry. MBA Facebook: https://t.co/hMgwEr1M0g
Jesse Cohen @JesseCohenInv
86K Followers 257 Following Global Markets Analyst @Investingcom + I run the https://t.co/6oJBJzhu57 Twitter account. Born and raised in New Jersey. Currently in Tel Aviv.
BlueBird Advisory @BlueBird_Invest
336 Followers 161 Following 🦋Breakaway Advisor🦋 Where Vision meets Wealth #macro #btc #powder #deadhead #energy
Millan Lemoine, CFA -.. @marketlyt
468 Followers 273 Following Every day there are thousands of headlines. Yet only some of them have an impact on prices. I identify & analyze their impact as soon as they hit the wires.
QuantScraper @QuantScraper
2K Followers 223 Following #ES_F #NQ_F #GC_F #CL_F #BTC traders. We do quantitative analysis to find statistical patterns and regularities. 🤩🚀🧠
Stephane Deo @StephaneDeo
3K Followers 611 Following Senior PM. Central bank nerd. Sport fanatic. Food lover. Enthusiastic but pathetic chess player. Views are my own.
North Woods Sara @HohlyMohly
441 Followers 1K Following
🐄🐷P L U C C🐷.. @siobhan_huggins
14K Followers 518 Following Independent researcher & Dave's right hand | Co-owner: Own Your Labs | Board member: Citizen Science Foundation; Research Specialist: Lipedema Project
Edward Haints @EddieHaints
126 Followers 298 Following All American politician protecting citizens by instituting stricter gun-control laws. Not a Gunsmith Cats parody acct
macrowizard @macrowizards
1K Followers 213 Following 20yrs hedgefund 🤡 recognising my own ignorance. TM practitioner, synth nerd & Bitcoin quasi maxi, Class of 2015 | not advice, just thinking aloud
Gad Saad @GadSaad
874K Followers 387 Following Professor, Evolutionary Behavioral Scientist, Author. Opinions are mine alone. Retweets do not necessarily imply an endorsement.
Journal of Clinical L.. @LipidJournal
2K Followers 3K Following The Journal of Clinical Lipidology is a leading peer-review journal covering a broad-array of topics within the clinical lipidology. Editor: John R. Guyton, MD.
Ben Smith @bensmithlive
21K Followers 81 Following Built a reputation reversing chronic health issues • Worked with 1,353 clients to heal their gut • Coached entrepreneurs with a $138M+ combined annual revenue.
Wayne Whaley @WayneWhaley1136
9K Followers 56 Following M.S. from Ga Tech in Ops Research Charles Dow MTA Winner 2010 Pattern Recognition,Conditional Ssnls TOY Barometer, Whaley Breadth Thrust https://t.co/LZTSsLFzPN
Will Rhind @willrhind
816 Followers 97 Following Will Rhind, Founder & CEO, GraniteShares Inc Will Rhind is a registered representative of ALPS Distributors, Inc. ADI is not affiliated with GraniteShares
Jorge Morales Meoqui @MoralesMeoqui
621 Followers 866 Following Cuban-born economist living in Austria. Tweets about economic theory and policy. Research on international trade.
ConvexSwan @vighnaraj2022
4K Followers 363 Following Love the Gamma Land. Only post what I see. My tweets are not trading advice. Do your own DD. G.D Arch. B. Arch., M.S. Arch., & M. S. Business, Corp Finance.
Mark Sebastian @OptionPit
20K Followers 225 Following Option Pit is a trading education firm offering mentoring for all level of traders from retail to hedge funds. Mark Sebastian's Account, Views are my own
Chris Marcus @ArcadiaEconomic
28K Followers 636 Following Host of the Arcadia Economics YouTube show, and a big fan of silver.
Whitney Baker @TotemMacro
11K Followers 47 Following Founder & CIO, Totem Macro. Flows-based uncorrelated Global Macro alpha, lovers of linkages, scotch egg enthusiasts.Keep calm & jamon.Not advice (except jamon).
Culture Critic @Culture_Crit
1.3M Followers 996 Following Tradition is not the worship of ashes, but the preservation of fire.
CleanTo2ndLien @CleanTo2ndLien
4K Followers 246 Following RE special sits originator focusing on top 25 MSAs
NBER @nberpubs
159K Followers 264 Following The National Bureau of Economic Research is dedicated to conducting and disseminating nonpartisan economic research.
Jason De Sena Trenner.. @JasonTrennert_
870 Followers 60 Following Chairman & Chief Investment Strategist at @StrategasRP. Ranked Wall St.'s #1 Ind. Macro firm last 7 Yrs. https://t.co/4v8pQfTCT7 / https://t.co/LxC6ifv8GZ
makesy 🟢 @0xMakesy
5K Followers 5K Following unregistered meme producer/countertrade signal. never friend/financial advice. friends can go down in value.ask your mother whether a friend is suitable for you
Trepp @TreppWire
12K Followers 392 Following Trepp is the leading provider of data, insights, and technology to the #structuredfinance, #commercialrealestate, & #banking markets.
Golden Coast (Cassand.. @GregCrennan
10K Followers 3K Following Worlds Top Economist & Social entrepreneur that forecast the Inflation Crisis & debt crisis to help people from out of control Central Bankers.
Courtney McBride @CMcBinDC
3K Followers 4K Following Bloomberg News diplomacy and national security correspondent. Previously @WSJ, @insidedefense, @nationaljournal. RTs ≠ endorsements.
Sylvia Westall @s_westall
3K Followers 2K Following Managing Editor for Economy & Government News: Russia, Africa and the Middle East @business. Opinions personal views, retweets ≠ endorsements
Flavia Krause-Jackson @flaviajackson
3K Followers 2K Following Executive Editor at Bloomberg: Europe, Africa, Middle East, Latin America. Economics + Politics. Loves: Britney, Buffy and badgers.
Dana Khraiche @DLKhraiche
4K Followers 2K Following Middle East Breaking News Team Leader and Gulf Bureau Chief at Bloomberg LP.
There is NOTHING better to watch today than THIS ⬇️
Spencer is correct: I did four years of reduced carb (not ketogenic) with 5 days of severe fasting once a month (not especially fun) with 30 minutes of daily aerobics. I did it for 4 years. I pretty rapidly lost 70 pounds and maintained that loss during that period. After…
I don’t know who needs to hear this but: Keto Intermittent fasting Plant-based Carnivore Calorie counting All fall under CICO (calories in, calories out) When trying to lose weight, you have to eat fewer calories (eat less).
What’s the best sentence or paragraph you’ve ever come across?
$QQQ Weekly charts says a lot... So will the last few mins of the market. We'll see but I'm set up short for over the weekend. Nothing crazy but it can pay if we see the drop back down towards 420 🥂 $NQ $NDX
US PCE Core Deflator confirms sticky inflation with the YoY unch at 2.8%. The 3-mth change YoY jumps to 4.1% while the 6-mth stays unch. at 2.8% #inflation
🇺🇸Bond markets seem unfazed by today's higher-than-expected Core PCE data. ⚠️But, there's reason for concern: the 3-month and 6-month change suggests a rebound in YoY core inflation. 🔥The intensity of this jump mirrors that of 2021's upward trend. ⬇️⬇️⬇️⬇️
US PCE Core Deflator confirms sticky inflation with the YoY unch at 2.8%. The 3-mth change YoY jumps to 4.1% while the 6-mth stays unch. at 2.8% #inflation
True wealth, according to @nntaleb
Everyone is learning in real time that bonds are not risk free (never were). Most individual assets have had whopping real drawdowns after inflation.
Has a freight recession resurfaced? The state of the freight industry is looking soft as Old Dominion Freight, Knight-Swift, J.B. Hunt and UPS all had some sort of negatives emerge from earnings/guidance. Beyond that, the Dow Transports are off nearly -10% from the cycle high.
A couple of points on USDJPY: 1) The MOF (officially, the Vice Minister of Finance for international Affairs) is the one who decides. The BOJ is the execution desk, not the decision-maker. 2) Gov Ueda can guide policy to react to market conditions if necessary, but will not
Core PCE is in line, but not sure why anyone is surprised given how telegraphed it is. More importantly, another massive month of personal spending, at 7.2% annualized pace for second month in a row. This economy is too strong.
Reported vs. estimated GDP growth by country in last two decades. Think about this next time you see BRICS GDP numbers.
🔥Inflation internals hot, spending stronger than inflation-adjusted incomes and savings drained to lowest pace since fall 2022 when consumers were using their savings to cushion blow. Debt is being leveraged but defaults have not risen with delinquencies as borrowers still have…
Late last year, several 𝕏 employees were threatened by a guy with a machete outside the Walgreens on Market St in SF. They didn’t report it, because that doesn’t constitute an arrestable crime in California. That guy later killed 3 people.
California politicians are finally facing the ramifications of their pro-crime policies: LA Mayor Karen Bass was robbed on the weekend. It was the 2nd time in 2 years. Yesterday, San Jose Mayor Matt Mahan's security detail was attacked on a live TV interview. In October,…
@PeterBerezinBCA @bcaresearch The problem with this thesis is that asking rents are now reaccelerating at an above 2% clip.
“The day the music died.” Stick to value stocks, avoid tech for now. MLP pipelines still have momentum but don’t overweight too much. I own WES (9.9% tax deferred dividend) and MPLX (8.4%). MSFT best in tech if you must. 10 year Treasury moving to 4.75%. Why own bonds? T…
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