Paul Heckman @Paul_Heckman_
interested in it all. the possibilities of life are never much further than what lies in your own mind Joined April 2019-
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There are few who know more than @bauhiniacapital about the yen, the MoF's mechanisms for signaling intervention or Japanese institutional flows. Great thread
There are few who know more than @bauhiniacapital about the yen, the MoF's mechanisms for signaling intervention or Japanese institutional flows. Great thread
FIRE is deeply concerned by law enforcement actions to detain student protesters at Emory University, including the deployment of tear gas and tasers. While colleges may restrict conduct — such as establishing encampments — that violates reasonable, viewpoint-neutral policies,…
FIRE is deeply concerned by law enforcement actions to detain student protesters at Emory University, including the deployment of tear gas and tasers. While colleges may restrict conduct — such as establishing encampments — that violates reasonable, viewpoint-neutral policies,…
A Ukrainian soldier on the frontline plays the American National Anthem for Russian soldiers. The Russians react with agitation, escalating from gunfire to firing an RPG round at the Ukrainian position. News of American aid has further exacerbated tensions among the Russians.
(2) “Just fit Caleb Williams out for his Hall of Fame jacket now, to save time!”
Bravo students of America … you have the endorsement of Ayatollah Khamanei!
Bravo students of America … you have the endorsement of Ayatollah Khamanei!
America and Britain saved the world from Hitler along with the USSR. Unlike the USSR, it then freed the people it defeated and helped them get back on their feet instead of replacing one tyranny with another like the Soviet Union.
America and Britain saved the world from Hitler along with the USSR. Unlike the USSR, it then freed the people it defeated and helped them get back on their feet instead of replacing one tyranny with another like the Soviet Union.
tfw you’re definitely a normal corporation run for profit
tfw you’re definitely a normal corporation run for profit
The European Parliament's refusal to recognize Putin's presidency is a turning point. Here’s why it matters 🧵👇
Joe writing on Bangkok is an absolute must read
The 3.7% core PCE beat is likely due to revised seasonal factors that boosted some of the PPI items in Jan/Feb (and maybe Mar). Think airfares and imputed financial serv. Mar may be higher due to imputed financial serv. Consensus of 0.30% more likely will straddle 0.3%/0.4%.
In five months Charlie Kirk went from demanding Speaker Johnson ban TikTok to singing it's praises. Amazing what one billionaire donor that is invested in TikTok can do. How it started: How it's going:
This is devastating news.
This is devastating news.
$NOW encapsulates the issue with a lot of popular SaaS stocks. Good company, but you're paying rich multiples and accepting a lot of SBC dilution during a time of high rates for low/mid-20s revenue growth that (in spite of promised AI tailwinds) is still decelerating.
The new ban on non-compete agreements is a wonderful pro-worker policy. Thank you @FTC !
One might expect that "Russia Takes Americans Hostage" would be a headline that would galvanize the entire US political world to do everything to help Ukraine defeat Putin and his mafia. Instead, there's a GOP pro-Kremlin caucus and a do-nothing "but escalation!" leadership.
One might expect that "Russia Takes Americans Hostage" would be a headline that would galvanize the entire US political world to do everything to help Ukraine defeat Putin and his mafia. Instead, there's a GOP pro-Kremlin caucus and a do-nothing "but escalation!" leadership.
This bounce reminds me too much of counter-trend rallies in 2022. A lot of mindless chasing/squeezing of beta/duration. Not saying we're going to repeat 2022 (there are differences between now and then), but maybe there's another shoe left to drop before the correction ends.
Lebron blaming the loss on the replay center for an overturned call in the THIRD QUARTER while blowing a TWENTY point lead and storming out of press conference like a baby instead of taking accountability like a man is peak Bron Bron. MJ would never.
Reminder: their goal isn't territory. Their goal is the elimination of Ukraine as a nation.
Reminder: their goal isn't territory. Their goal is the elimination of Ukraine as a nation.
Hey folks, I have a new big paper up at @NiskanenCenter. It's about the weird way that the USA finances our unemployment insurance system and how it is RUINING THE LABOR MARKET.
Steve Sailer @Steve_Sailer
122K Followers 1K Following My pronouns, like Stalin's, are Who vs. Whom. Pre-order my anthology "Noticing" in paperback for $29.95: https://t.co/VpzBKeEO89
Thesmoo @Thesmoo38014
22 Followers 2K Following
Calista🎆 @kendra_burn
1K Followers 126 Following Yesterday it was a bounced check, tomorrow it's a credit card, today it's cash; make the most of it. 🎆
Willow Ehl @WillowE53648
69 Followers 5K Following
BeachBumCapital @beachbumcapital
2K Followers 5K Following Rum & Equities...what can go wrong : Not investment advice; do your own due diligence
Laila Jankowiak @JankowiakL454
55 Followers 5K Following
Alisa Gutermuth @AlisaGuter22574
90 Followers 5K Following
Spencer Mohammad @SpencerMoh66043
60 Followers 5K Following
Though @Though146984
22 Followers 2K Following
Eva Melendez @EvaMelende79375
11 Followers 611 Following
WTI Realist 💉💉�.. @WTIBuil
203 Followers 5K Following
Sloane Weegar @wee_sloan
63 Followers 5K Following
Porter Collins @Seawolfcapss
12 Followers 250 Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Racheal Madenford @RachealMad33760
93 Followers 5K Following
Matthew Hyland @Sajad_Flips
4K Followers 601 Following #Bitcoin + Crypto + Macro Stock Markets Youtube: https://t.co/a9hXfjUupJ
Grant Hawkridge @granthavkridge
38 Followers 3K Following Golf, cigars, whisky & looking at charts with @allstarcharts
Summer Kulhanek @KulhanSumm
74 Followers 5K Following
Edwin Castro @Edwincastrasa22
74 Followers 2K Following As the winner of the $2.04 billion Powerball Jackpot 2022, I'm giving back to society by paying off credit card debts.
Suzette Medved @med_suzet
36 Followers 5K Following
Elena Longoria @ElenLongor
33 Followers 5K Following
Thonoason @thonoason61464
32 Followers 1K Following
Luz V. Abreu @luzvabrue01
2K Followers 470 Following 📊Business Coach @ferryintl @tomferry 💫Selling the Miami dream lifestyle☀️ 🙋Broker/Owner 🌺billingual🇩🇴🇱🇷
Youssef @YoussefHaidar_
543 Followers 2K Following @Fidelity @DigitalAssets - prev. @mckinsey @neu_blockchain - e/acc
Contra Quant @ContraQuant
57 Followers 473 Following Algo/ML pretender writing about inflation, macro bs, and ILS'. previously high yield credit trading
carsickcarts @carsickcarts
43 Followers 152 Following
Rosamaria Dewindt @RosamariaDewi
71 Followers 5K Following
qklmn @qklmnbvcxzawe
79 Followers 171 Following
Niko @athenaeus
105 Followers 1K Following
Kyu Kyu @poetrycollector
974 Followers 5K Following
jin @smax5617
2 Followers 2K Following
pickreport @mackdunna25
97 Followers 2K Following National Basketball Association Analyst. Undirected content, picks, vol.
Jack @triunetr
168 Followers 751 Following
Matthew Mansfield👹 @drunkengrass
2K Followers 2K Following I wrote a book, but per my editor, it still needs work. Otherwise, I spend my time relearning math, playing with options, and getting outside whenever possible.
Zachary Veatch @wudjagotthere
52 Followers 1K Following “Doubt is not a pleasant condition, but certainty is an absurd one.” | Stop losses are for marginal trades.
Eliant Capital @elaint_captal
229 Followers 736 Following L/S Equities | Macro & Event Driven Trader I Finding Exploits Within the Markets | Not Financial Advice
Corliss Mcanaw @CorlissMca63871
79 Followers 5K Following
Mahira Juntunen @juntun_mahi
61 Followers 5K Following
Katrina Pahls @pa_katrin
30 Followers 5K Following
Thea Biersner @TBiersner61318
71 Followers 5K Following
Leighton Shorb @LShorb62930
120 Followers 5K Following
Matthew Yglesias @mattyglesias
542K Followers 2K Following Slow Boring, cohosting https://t.co/wxUj3JFSFf, Bloomberg columnist
Conor Sen @conorsen
92K Followers 296 Following Columnist for @opinion. Founder of Peachtree Creek Investments. Sun Belt/monoculture enthusiast. The future is a policy choice.
Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Steve Sailer @Steve_Sailer
122K Followers 1K Following My pronouns, like Stalin's, are Who vs. Whom. Pre-order my anthology "Noticing" in paperback for $29.95: https://t.co/VpzBKeEO89
Derek Thompson @DKThomp
202K Followers 2K Following Writer @TheAtlantic. "Plain English" podcast host @Ringer. Mondays on NPR's @hereandnow. Co-writing a book about abundance.
Josh Barro @jbarro
285K Followers 2K Following I write a newsletter (at https://t.co/ZoyMCO4aN5), I host the Very Serious podcast, & I co-host https://t.co/UzPB0fX8QJ w/ @popehat Email josh at joshbarro dot com
Marcelo P. Lima @MarceloPLima
21K Followers 3K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
Fabricated Knowledge @_fabknowledge_
16K Followers 464 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Rory Johnston @Rory_Johnston
36K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my newsletter:
baufinanciaphaster �.. @bauhiniacapital
17K 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.
Andrew Freedman, CFA .. @HedgeyeComm
25K Followers 3K Following Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) Also Software with @HedgeyeTech @HedgeyeSoftware For research, click the website link below!
Laughing Water Capita.. @LaughingH20Cap
14K Followers 885 Following Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account.
©️redit From Ⓜ�.. @Credit_Junk
11K Followers 955 Following Prop. Trader - Global Macro, Fixed Income (G10 govies and credit) - CFA Charterholder https://t.co/ud0FsanIo6
J Capital @JCap_Research
20K Followers 784 Following Activist short- and long-research shop publishing investigative reports on publicly traded companies. Look for @jcap_research, ahem, elsewhere.
Matthew Mansfield👹 @drunkengrass
2K Followers 2K Following I wrote a book, but per my editor, it still needs work. Otherwise, I spend my time relearning math, playing with options, and getting outside whenever possible.
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
Blue Duck Capital Par.. @BlueDuckCap
8K Followers 2K Following L/S Hedge Fund. Blue Duck Capital, LLC is soliciting no action or endorsement based upon tweets, retweets, likes. Do your own due diligence.
Tomas Hirst @tomashirstecon
8K Followers 663 Following Strategy & Asset Allocation. Queasy metropolitan liberal. “Economist” - @t0nyyates. Former @creditsights @business @wef @PieriaView. Same name on Bluesky
Krishna Memani @KrishnaMemani
35K Followers 451 Following Investor The views expressed here are entirely personal.
GlassHouse Research @GlassH_Research
10K Followers 147 Following Team of forensic accountants/analysts on the look out for fraudulent companies.
Coleman Hughes @coldxman
350K Followers 903 Following Conversations w/Coleman Podcast | Forbes 30 Under 30 | Contributor at @theFP | Analyst at @CNN https://t.co/cwLQsfPK19
Stephen Miran @SteveMiran
16K Followers 947 Following Adjunct Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
Ben 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. Augustine
CVC.ai @CVCResearch
8K Followers 4K Following Value investor. Skeptic. CFA. Debunked Bloomberg's bogus $SMCI spy chip story. Ran a $100M+ L/S solar book. Semicap enthusiast. Princeton trained poster. #LGM
Eliant Capital @eliant_capital
113K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice
Mike Solana @micsolana
273K Followers 1K Following billionaire media tycoon and former mayor of san francisco. disinformation researcher. cmo @foundersfund. editor-in-chief @piratewires 🏴☠️
Safkhet Capital @SafkhetCapital
14K Followers 0 Following “My impression is that she’s definitely intelligent, but also… overzealous and argumentative. I find her a difficult person to be around.” DMs open.
Capybara Research @CapybaraShort
2K Followers 53 Following We focus on actionable short ideas. Names we believe offer significant downside within a short time frame. Not financial advice. Do your own research.
Adam Taub @taubamush
753 Followers 2K Following I traffic in evidence and opinion. Ad hominems earn an instant block.
Drugs @drug_smolecules
7K Followers 566 Following ☣Femtomolar potency poems and limericks ☣Oceanic Boundlessness (p=0.0001)
Adam Feuerstein ✡�.. @adamfeuerstein
114K Followers 750 Following Reporter @statnews. The Harry Kane of biotech. Dog ❤️er. Polk Award winner. #COYS. Said one analyst: The likes of Adam Feuerstein attack viciously.
Yaron Naymark @1MainCapital
28K Followers 754 Following Tweets are informational only, never investment advice.
Blue Orca Capital @blueorcainvest
16K Followers 151 Following We are biased investors. So are you. The tweets from this account reflect solely the opinions of Blue Orca and should not be construed as investment advice.
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
unemon @unemon1
14K Followers 333 Following Do your own Due Diligence ... UNEMON's opinons might be wrong ... if you think so .. go bet against me!
Viresh Kanabar @VKMacro
4K Followers 1K Following
Marc Cohodes @AlderLaneEggs
174K Followers 680 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"
Brad Setser @Brad_Setser
97K Followers 954 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
A Failure to Communic.. @AF2Communicate
698 Followers 82 Following A financial services professional shining a light on the craziness and having fun while doing it. Not investment or medical advice.
Steve Hou (“LEASE M.. @stevehouf
20K Followers 2K Following Research @Bloomberg Indices, formerly @aqrcapital, @umichEcon PhD, @ETH and @UVA, always “advanced degree hater”, opinions my own.
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 181 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Reg. BS @PD13158196
3K Followers 573 Following DEINFLUENCER of Shady Public Companies, Executives & Practices! 100% Personal Views, NOT Financial Advice
Tech Fund @techfund1
5K Followers 858 Following Early $NVDA $ASML $AMZN $META etc investor, among many others. Long-term tech investor. Helped oversee $20bn for 15 years, now retired.
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
boaz weinstein @boazweinstein
43K Followers 903 Following Boaz Weinstein is the founder of Saba Capital Management.
How do I get balls long Calvin Froedge emotional volatility? Who will write me this?
If Europe wakes up, it will begin in France
.@EmmanuelMacron warned today that the European Union and the European model of civilisation could “die” unless steps were taken in the next 5 years to create a European “power” which protected itself from Russian military aggression & Chinese & American protectionism. Thread 1/
There are few who know more than @bauhiniacapital about the yen, the MoF's mechanisms for signaling intervention or Japanese institutional flows. Great thread
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
But I gotta admit, I don't have a call here. I'd prefer to be long 3m 152-146 put spreads vs long 3m 160-166 call spreads, but I just don't have the same feeling about speculative positioning as I did then. Not yet, anyway.
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
FIRE is deeply concerned by law enforcement actions to detain student protesters at Emory University, including the deployment of tear gas and tasers. While colleges may restrict conduct — such as establishing encampments — that violates reasonable, viewpoint-neutral policies,…
BREAKING: Police are making arrests at Emory.
A Ukrainian soldier on the frontline plays the American National Anthem for Russian soldiers. The Russians react with agitation, escalating from gunfire to firing an RPG round at the Ukrainian position. News of American aid has further exacerbated tensions among the Russians.
@Paul_Heckman_ Yep. They can't help themselves. Though TBF, MSFT's Azure commentary is a bit of a positive for the consumption Salas names.
Caleb Williams is throwing to DJ Moore, Keenan Allen, Rome Odunze and Cole Kmet. It’s like I’m living in a fever dream. This is incredible. What a night
(2) “Just fit Caleb Williams out for his Hall of Fame jacket now, to save time!”
@philip_crawford What’s the hit rate of USC quarterbacks in the NFL been?
Bravo students of America … you have the endorsement of Ayatollah Khamanei!
Western governments say the Resistance Front is terrorism. This comes at a time when people flew Hezbollah’s flag in a street in the US. The people of the world are supporting the Resistance Front because they are resisting & because they are against oppression.
America and Britain saved the world from Hitler along with the USSR. Unlike the USSR, it then freed the people it defeated and helped them get back on their feet instead of replacing one tyranny with another like the Soviet Union.
@KonstantinKisin Has America ever been a good guy in any war? I highly doubt it As to the other stuff, those are stupid
Reason is one of the most under-rated of all news/media organizations. Not many news/media organizations can simultaneously deplore the horrendous antisemitic behavior on many college campuses while also holding the line on constitutional and legal rights.
Texas colleges crack down on peaceful anti-Israel protests. reason.com/2024/04/25/tex…
@BradoCapital Murphy’s 4.75 vs Guinness at 5.4 is pretty good deal. Should be the other way around
tfw you’re definitely a normal corporation run for profit
BREAKING: Reuters reports that TikTok's owner ByteDance would prefer to 'shut down' its app in the US rather than sell it if all legal options are exhausted
The European Parliament's refusal to recognize Putin's presidency is a turning point. Here’s why it matters 🧵👇
$SNAP crushed on cost guide for q1- they massively beat a really sandbagged exp- now they love it 30% higher- this stuff just makes little sense how people overreact constantly
Re: $SNAP- not every day you get a company reaccel revs by 1200bps yoy seq and stock gets crushed- now primarily a cost cutting story- exps way too high and a stk you buy down as have said- hey, can always push out server depr by 3 years like every other tech co...
$MSFT spent $14B on capex in FQ3, up from $11.5B in FQ2 and $7.8B a year ago. $GOOG spent $12B on capex in Q1, up from $11B in Q4 and $6.3B a year ago.
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