aka Dr. Deflation. Markets & geopolitics. Ocean physics prof via Dartmouth College engg PhD. Views are my own. No investing advice. Not selling anything. Miami, USA.Joined December 2019
I would be quite surprised if AAPL did well last quarter & if unemployment does not hit 4.0%.
Fed probably knows the BLS number for Friday already. If they do not announce tomorrow that cuts are coming in June, there is a particular type of sado-maso going on here, which is…
I would be quite surprised if AAPL did well last quarter & if unemployment does not hit 4.0%.
Fed probably knows the BLS number for Friday already. If they do not announce tomorrow that cuts are coming in June, there is a particular type of sado-maso going on here, which is…
People sold into few day rally. Stocks have no real support.
We have 3 days of important events:
- Fed direction tomorrow afternoon
- AAPL earnings on Thu after close
- Jobs report on Fri morning
Sell in May go Away could kick by the end of this week...
The Chicago PMI extended the long list of recessionary data as far as industrial activity is concerned. When the components are reweighted to the national index, this reveals a huge decline in the ISM to its lowest figure since April 2020.
Jobs report on Fri; only 0.11% increase in unemployment is needed to clock 4.0% and automatic triggers will kick off: panic, Fed cutting rates etc.
Not consensus view.
Jobs report on Fri; only 0.11% increase in unemployment is needed to clock 4.0% and automatic triggers will kick off: panic, Fed cutting rates etc.
Not consensus view. https://t.co/6tGEmTI48L
Let me understand this:
this morning's market reversal is because wages are increasing a tad more than expected?
This is sickening 🤮 markets are broken because they are infested by the most selfish aholes who want only themselves to be super rich & working class to be dirt…
and wages in those stores will not deflate?
While everybody screamed inflation, I forecasted deflation... tide is turning now.
businesstimes.com.sg/international/…
Clothing, footwear and other non-food products slid into deflation for the first time in more than 2 years, according to the British Retail Consortium.
$GBP #deflation
As you told us some weeks ago during your shopping
@TheDarkEconom
Real goods "in real groceries" 😅 @TOzgokmen
Banking problems are like seeing cockroach at home; if you see one, there are 100 more.
Banking crises are inevitable because they were let loose & pampered over the past 25 years. Banks will wreck us again & it will be bigger than GFC this time.
Banking problems are like seeing cockroach at home; if you see one, there are 100 more.
Banking crises are inevitable because they were let loose & pampered over the past 25 years. Banks will wreck us again & it will be bigger than GFC this time.
My guess: piles of toxic loans and failing derivatives bets. Rats in the know starting to abort the sinking ship. The usual banking mess as we approach a major recession.
61K Followers 8K FollowingFund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien
Tweets ≠ investment advice
53K Followers 152 FollowingMacro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2
57K Followers 3K FollowingManaged 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.”
76K Followers 496 FollowingGlobal research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
119K Followers 14K FollowingNY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
5K Followers 4K FollowingForget Utopia, but plan for the best & prepare for the worst. All problems are solvable. We need new ideas & skills, not a new regime. #ZakiAnwari #AlisaHlans
20K Followers 19K FollowingA student/speculator of commodities, currencies, stocks and option for last 30 years. There isn't any financial advices only voice of student opinions.
189 Followers 21 FollowingAmong all illusions, Only the illusion of a woman is praised. Whoever would transgress against her, Will not attain accomplishment.
-Caṇḍamahāroṣaṇa Tantra 🐍
1K Followers 379 FollowingLong/Short Equity & Derivatives Trader since the Stone Age. Resident of Puerto Rico 🇵🇷 / Ideas for Traders/Investors: https://t.co/B3ww1x4enC - Not Advice.
3K Followers 222 FollowingA lawyer who found greener pastures—and flipped them for a profit | millions in land bought/sold | 150+ deals | reformed litigator
61K Followers 8K FollowingFund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien
Tweets ≠ investment advice
136K Followers 926 FollowingAuthor, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
53K Followers 152 FollowingMacro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2
57K Followers 3K FollowingManaged 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.”
76K Followers 496 FollowingGlobal research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
119K Followers 14K FollowingNY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
5K Followers 4K FollowingForget Utopia, but plan for the best & prepare for the worst. All problems are solvable. We need new ideas & skills, not a new regime. #ZakiAnwari #AlisaHlans
60K Followers 835 FollowingFormer hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
383K Followers 62 Following🎨 İnsan elinin istediğinde neler yapabileceğini kanıtlayacak nitelikte kültür, sanat, sanat tarihi içerikli paylaşımlar; bilgi, görsel ve videolar.
317K Followers 788 FollowingPolitical reporter for Axios covering foreign policy & the 2024 election. CNN analyst. Washington correspondent for Walla. Author of Trump's Peace. link in Bio
20K Followers 3K FollowingJust a simple Orthodox Jewish Conservative, Ex IDF, and Shadow Warrior. Proud American and Patriot since 1990. Zionist and a huge #2A supporter 🇺🇸🇮🇱
96K Followers 256 FollowingTechnical Analyst - Editor of The McClellan Market Report. Trying to figure out stock market physics, and to leave my campsite cleaner than how I found it.
436K Followers 346 FollowingFollow my backup account: @wide_awake_news
Enable me to continue doing this: https://t.co/uGNJWCX0Mw
Subscribe to my newsletter: https://t.co/sCBmPObbt3
27K Followers 450 FollowingAn Internet Enigma | Chief Economist @macroedgeres | Inspiring People Daily | Macro Data & Commentary | Common Sense Advocate *parody
197K Followers 1K FollowingWe are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
136 Followers 284 FollowingInterested in global macro pieces. Degree in Philosophy UCLA. Voracious reader. Research orientated, data driven, intuitive, psychological approach.
33K Followers 980 Followinghttps://t.co/bwBAtHj9nn
On my “MishTalk” blog, I write about global economy. Topics include interest rates, central bank policy, gold, and stocks.
801 Followers 1K FollowingInterested in SARS-CoV-2/Covid-19 research literature and clinical reports.
Do not consider any of my tweets as medical advice! Not an MD here.
6K Followers 7K FollowingMother of 7 (not a typo) Wife to the NFL's AMAZING @Matt_Bryant3 and everything inbetween. BELIEVER! Weather nerd , Macroeconomics and Good Books.
12K Followers 392 FollowingTrepp is the leading provider of data, insights, and technology to the #structuredfinance, #commercialrealestate, & #banking markets.
13K Followers 2K FollowingExploring the Past, Forecasting the Future, Historian, Macroeconomist, LongWave Theorist, Navigating the Seas of Social, Political & Technological Change.
No recent Favorites. New Favorites will appear here.