Wall of Worry @WallWorry
Macro, Micro, & Jokes Satire Joined April 2020-
Tweets13K
-
Followers1K
-
Following3K
-
Likes12K
Sundar said to $GOOG's Youtube and Cloud to exit 2024 at a combined revenue of $100B. This implies 25% growth in each of the next three quarters, compared to YouTube up 21% and 28.4% in March. Take away: Maintaining growth rates around 25% despite larger numbers is sign…
I receive a lot of questions about back-testing approaches to trading Here are some comments on back testing a trading approach As a discretionary trader I view back-testing as a worthless and unreliable means to develop or prove a trading approach. Too easy to subjectively see…
Previous big starts to an election year tend to be weak to choppy in April, May, and early June. ☑ Seems to be playing out again, with the potential for a surprise summer rally still quite possible.
Wage growth drives services inflation, which is what the Fed cares most about. Wage growth is going down, not up. This ain’t 2021.
Big picture takeaway from $MSFT and $GOOG: We're just getting started with AI. We see it. in $NVDA, $AMD and the cloud businesses. I expect AWS will meet the Street's 15% growth for March, up from 13% in Dec.
The big problem for US inflationistas - those who always see another inflation breakout coming - is this chart. Maybe the output gap isn't as big as after the 2008 crisis, but you have a hard time claiming that the US is overheating. So where is inflation supposed to come from?
Love today's action in $NOW looks like a textbook throwback, flipping old resistance into support. Long against prior-cycle highs ~700
Attention attention We are fucked no matter who wins the election And gold is going up no matter who wins the election
Observations from the old folks home: Lot's of buzz around about PMs and potential earnings of miners $FCX has completed massive continuation diamond pattern. Compare in form to chart construction of $COST as shown #Fractals FCM heading to $78, then higher
As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. 🚀🚀
WALMART U.S. CEO: ".. we are now seeing prices that are in line with where they were 12 months ago. I haven’t been able to say that for a few years .. The last few weeks, we've taken even more prices down in areas like produce and meat and fresh food.” $WMT @ABC…
Just orange cat things..🐈🐾😅
Over the past 10 years, those 'worst six months' of the year you are about to hear a lot about have been higher 8 times.
Sell in May? Did you know that these 'worst six months' tend to do quite well in an Election year? In fact, up nearly 78% of the time.
Interesting to see some leaders find support down 10% and 20% from the highs. $AMZN $NVDA $DKNG for example...
Interesting to see some leaders find support down 10% and 20% from the highs. $AMZN $NVDA $DKNG for example...
Love it when two people I like to follow come together. Good luck!
Love it when two people I like to follow come together. Good luck!
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"ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that orderRJR 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.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.Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.Leasho @leasho39393
0 Followers 53 FollowingLenore Brunson @BrunsonLen49565
91 Followers 5K FollowingBraumpo @braumpo28510
1 Followers 53 FollowingKewsmaresl @kewsmaresl97144
1 Followers 57 FollowingFunny @conesiana
4K Followers 5K Following Interesting and funny moments. Smile more often and be kind. Have a nice time and good mood.Saanvi Michetti @SaanMichett
60 Followers 5K FollowingLena Scherz @ScherzLena85113
11 Followers 3K FollowingMark Ritchie II @MarkRitchiesII
48 Followers 2K Following Trader/Investor/Portfolio Manager. Featured in 'Momentum Masters'. All thoughts, opinions, ideas and commentary are for education only.Adelia Lannon @AdeliaLann
22 Followers 4K FollowingMark Ritchie II @MarkRitchiee_II
58 Followers 957 Following Trader/Investor/Portfolio Manager. Featured in 'Momentum Masters'. All thoughts, opinions, ideas and commentary are for education only.Rose Kemerer @RoseK82609
77 Followers 5K FollowingVictoria_Youn @victoria_y42141
27 Followers 1K FollowingCapex Insider. Invest.. @michaelnyaga1
3K Followers 3K Following Explore Capex Insider for expert investment tips, market trends, and exclusive insights. Stay ahead in the financial game with our valuable content! #InvestingGrant Hawkridge @granthavkridge
37 Followers 4K Following Golf, cigars, whisky & looking at charts with @allstarchartsLydia Golson @lyd_gol
23 Followers 2K FollowingPhuong Wellman @PhuongWell20307
34 Followers 2K Following 🔗Phuong - 20 - Earn now with crypto presale👇🔶yhsc6b7kztm8fan8 @l1m6cwkewx5w
5 Followers 95 Followingdusw49ozzroltbb @cylm1gl6yrg6b3
3 Followers 122 FollowingMichaela Patil @MichaelaPa34350
40 Followers 5K FollowingNikki Ellison @NikkiEllis32645
64 Followers 3K FollowingZoe Mettler @MettlerZoe52158
33 Followers 5K FollowingJ.C. Parets Private @allstarchartsps
63 Followers 728 Following Only private elites here 📍 i will mainly talk about stock market, price action analysis etc. ONLY FOR A FEW PEOPLE.📌MAIN PAGE: @allstarchartsRichard Moglen @RichardM00glenn
430 Followers 958 Following Stock Trader & Student of the Markets• I help traders improve their systems & performance at @TraderLion_ & @Deepvue. Sharing Lessons from 100+ Market WizardsJim Paulsen @jimwpaulsen
428 Followers 123 Following PhD economist by training. 40 years as a Chief Investment Strategist still following the economy & financial markets at https://t.co/XFuESv9MaDEzmae Geurts @ezm_geu
66 Followers 5K FollowingPerri Proia @PProia20876
37 Followers 5K Followingb45hx4bvl0o2do9 @h831siopjx1
19 Followers 1K 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 networkLola @Cryptol_ollla
195 Followers 3K Following #SHIB #SHIBARMY Technology and Telecom #DigitalTransformation I have NO Telegram or Discord NO DM . I DONT GIVE FINANCIAL ADVICE DISCLOSURE - Click BelowNita Racki @NitaRacki69137
34 Followers 5K FollowingCharlie Bilello Priva.. @PrivateBilello
13K Followers 11K Following l'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @charliebilellob6ppyh4wcymoo9n @odimvojaa
8 Followers 954 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 networkBetty Mantanona @MantanonaB42851
59 Followers 5K FollowingLuna-rose Hoback @HobackLuna58733
85 Followers 5K FollowingKatherine Sarpy @SaKatheri
54 Followers 5K FollowingRunwayRubble @RubbleRunw67678
25 Followers 2K FollowingNuala Paskell @NualaPaske77895
96 Followers 5K FollowingViolet Batter @BatterViol90365
68 Followers 5K FollowingBeyondTheTrades @Tplu.. @BeyondTheTrades
50K Followers 8K Following From Corporate Boardroom, Trader, Investor to Serial Entrepreneur. Founder at https://t.co/I90Og7X8Jp Digital Branding Agency.Neve Madras @NMadras80119
25 Followers 5K FollowingQuinn Croteau @crote_qu
64 Followers 5K FollowingJames Roppel 💎 @Upticken8
63 Followers 848 Following Hedge Fund Manager @Roppel Capital equity/crypto Optimist #FreeMarketAdvovate #GoldenGooseOfCapitalism [email protected] @MarkSurgeWifey @WifeyAlpha
180K Followers 4K Following Systematic Investment Research // Wifey Alpha Multi Strategy Index // Free Mobile App & Dashboard // Bloomberg Ticker: $WIFEY // Trading StrategiesAlf @MacroAlf
424K Followers 248 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.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.ethTracy (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 podcastSantiago 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 ADVICEAndreas 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.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/6JCVhP36FnQuoth the Raven @QTRResearch
260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6fLyn Alden @LynAldenContact
678K Followers 752 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).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.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/QpwfxheMSJBen 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. AugustineRudy 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. ShawPaulo 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/DD2iUKbdLzKuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.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"GURGAVIN @gurgavin
383K Followers 517 Following TECH FOCUSED INVESTOR & EVENT DRIVEN TRADER ( THIS IS MY ONLY ACCOUNT I WILL NEVER REACH OUT FROM ANY OTHER ACCOUNT )Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsementsChat With Traders @chatwithtraders
112K Followers 37K Following Markets, speculation, risk. Podcast hosted by Ian Cox and Tessa Dao. 25M+ plays.Jawad Mian @jsmian
40K Followers 504 Following Tweeting about life and markets, which I submit to you are intertwined. Founder of Stray Reflections community. Author of https://t.co/887y4ZhFOy.Nicole Shanahan @NicoleShanahan
38K Followers 3 Following Mom to Echo; Healthy Planet & Healthy HumansCulture Critic @Culture_Crit
1.3M Followers 998 Following Tradition is not the worship of ashes, but the preservation of fire.Ebrahim Rahbari @ebconomist
173 Followers 3K Following Global Macro Strategist, Central bank watcher, EBconomist. Former Chief Currency Strategist and Head of Global Macroeconomics at Citi.Pearl @ppearlman
54K Followers 1K Following I help people get healthy for life. Founder: Pearl Institute https://t.co/gfPFAtbHiTAugust Gudmundsson @august1gud
84 Followers 189 Following Junior Economist Macro Strategy @SwissRe. Global Macro. Views are my own.Flint Dibble 🍖🏺 @FlintDibble
37K Followers 2K Following Archaeologist⛏️ Twitter threads📜 | he/him | Cardiff University | it's my real name | https://t.co/DkOgm59B3c | https://t.co/kAStjsIRIXNatalie Z @natalie_Zion_
14K Followers 7K Following Journalist/activist. Zionist here to tackle ANTISEMITISM & terrorism. Proud_zionist_natalie on IG & TiktokHeidi Bachram 🎗️ @HeidiBachram
21K Followers 2K FollowingRene Sellmann @ReneSellmann
4K Followers 376 Following Invest intelligently in high-quality stocks! 10,000 subs on YT. I wrote three books. Get mentored ⬇️Jon Charbonneau @jon_charb
15K Followers 389 Following Co-founder @dba_crypto | Co-host @UCC2_xyz | 🦖Jim Paulsen @jimwpaulsen
428 Followers 123 Following PhD economist by training. 40 years as a Chief Investment Strategist still following the economy & financial markets at https://t.co/XFuESv9MaDTom Aspinall @AspinallMMA
70K Followers 23 Following @UFC heavyweight / @gymking_ athlete / Contact [email protected]ChartWizardsNFT @ChartWizardsNFT
6K Followers 522 Following Commemorating the trading career of Market Wizard @peterlbrandt | weekly reports @jonbking | https://t.co/WTIernLSrHDavid Orr @orrdavid
12K Followers 135 Following I back investors who generate 25%+/year alpha over a statistically significant sample on a live money account, not back testing.Nick St. Pierre @nickfloats
157K Followers 2K Following Creative Director and unofficial Midjourney shill. Publicly exploring AI & sharing learnings.Alex Grey @alexgreycosm
110K Followers 1K Following I am a psychedelic visionary artist, co-founder with my wife Allyson, of the Chapel of Sacred Mirrors, CoSM.Allyson Grey @allysongreycosm
10K Followers 134 FollowingMelody Wright @m3_melody
21K Followers 616 Following Strategist, Writer, Technologist, GFC 1 Survivor. Tweets about housing, mortgage finance, commercial real estate, macro and technology. Not investment advice.Lyle Goldstein @lylegoldstein
6K Followers 3K Following Director, Asia Engagement at Defense Priorities. I am an expert on both China and Russia, as well as security issues across the Asia-Pacific and Eurasia.Ira Jersey, US Fixed .. @IraFJersey
5K Followers 144 Following US Interest Rate Strategist, Bloomberg LP @business. Opinions are my own. this is NOT my soccer account.Ed Clissold @edclissold
17K Followers 839 Following Chief U.S. Strategist for Ned Davis Research (NDR). The truth resists simplicity so let's debate in 280 characters. Charts over text. rt ≠ endorsements.Braden Dennis @BradoCapital
16K Followers 487 Following Engineer, Founder & Investor. CEO @finchat_io Cofounder @cdn_investingKamsoofunny @Guapedupkam
6K Followers 174 Following based off a tru story 🤷🏿♂️ IG: Kamsoofunny/ tictok: Kamsoofunny1James Lucas @JamesLucasIT
345K Followers 9K Following Beauty is truth, truth beauty; that is all ye know on earth, and all ye need to know.Chris Camillo @ChrisCamillo
136K Followers 313 Following Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards whose going all in on AI/humanoidsEmpire State Building @EmpireStateBldg
306K Followers 776 Following OPEN 365 days, see https://t.co/SywHZTpN97 for hours. 1,454 ft above NYC. Rated #1 US Attraction by @Tripadvisor. Text CONNECT to 274-16 to get alerts on our Lights!petr @pinkhasov
9K Followers 2K FollowingAfshin Rattansi @afshinrattansi
54K Followers 6K Following Host, 📺Going Underground more than 32m views on YouTube. Award-winning Journalist. @GUnderground_TV Retweets≠verified/endorsements! https://t.co/NuKhVTfDvJPavel | Robuxio @PKycek
6K Followers 325 Following Systematic crypto trader. Sharing lessons from 16+ years of trading. Replicable approach to profitable crypto trading. No financial advices. @robuxio_comAmrit Sall @SallAmrit
5K Followers 142 Following The Unicorn Sniper. Featured in Unknown Market Wizards by Jack SchwagerNot Jerome Powell @alifarhat79
438K Followers 672 Following Not associated with the Federal Reserve. Financial Parody and sarcasm, control of the world’s liquidity. Not investment adviceMaria Bartiromo @MariaBartiromo
1.3M Followers 2K Following Anchor, Global Markets Editor Mornings with Maria @MorningsMaria 6-9 AM et M-F on @FoxBusiness & @SundayFutures 10:00 AM et Sundays @FoxNews 2-time Emmy winnerGraham Allison @GrahamTAllison
31K Followers 461 Following Douglas Dillon Professor @Kennedy_School | Former Director @BelferCenter | Author of "Destined for War: Can America and China Escape Thucydides Trap?"Ozan Korman Tarman @ozanktarman
15K Followers 2K FollowingCozomo de’ Medici @CozomoMedici
300K Followers 2K Following Grand patron of the digital arts 🌹 Art: @kdean ⚔️ Business: @gbmedici ⚜️🔴🔴⚜️🔴⚜️🔴🔴 ⚜️Ekrem İmamoğlu (Int.. @imamoglu_int
167K Followers 153 Following Mayor of Istanbul, the crossroads of civilizations For tweets in Turkish: @ekrem_imamogluAlex Crawford @AlexCrawfordSky
134K Followers 4K Following Obvs my own views. Sky News Special Correspondent. Wrote Colonel Gadaffi's Hat in ptsd haze.Evelyn Cheng @chengevelyn
8K Followers 3K Following @CNBC, New Yorker based in Beijing. One-time EIC @nyugenerasian; NYU grad. Remember all those not on Twitter.Allison Gatlin @IBD_AGatlin
7K Followers 1K Following Biopharma and medtech reporter for Investor's Business Daily, @IBDinvestors. @Cronkite_ASU alumna, taco connoisseur and twin mom. She/her.pedma @pedma7
37K Followers 260 Following Sharing Systematic Trading Strategies Research | Building a one-person multi-strategy trading business I Systematic momentum trader | Not Financial AdviceSundar said to $GOOG's Youtube and Cloud to exit 2024 at a combined revenue of $100B. This implies 25% growth in each of the next three quarters, compared to YouTube up 21% and 28.4% in March. Take away: Maintaining growth rates around 25% despite larger numbers is sign…
I receive a lot of questions about back-testing approaches to trading Here are some comments on back testing a trading approach As a discretionary trader I view back-testing as a worthless and unreliable means to develop or prove a trading approach. Too easy to subjectively see…
Previous big starts to an election year tend to be weak to choppy in April, May, and early June. ☑ Seems to be playing out again, with the potential for a surprise summer rally still quite possible.
Wage growth drives services inflation, which is what the Fed cares most about. Wage growth is going down, not up. This ain’t 2021.
Big picture takeaway from $MSFT and $GOOG: We're just getting started with AI. We see it. in $NVDA, $AMD and the cloud businesses. I expect AWS will meet the Street's 15% growth for March, up from 13% in Dec.
The big problem for US inflationistas - those who always see another inflation breakout coming - is this chart. Maybe the output gap isn't as big as after the 2008 crisis, but you have a hard time claiming that the US is overheating. So where is inflation supposed to come from?
Love today's action in $NOW looks like a textbook throwback, flipping old resistance into support. Long against prior-cycle highs ~700
Attention attention We are fucked no matter who wins the election And gold is going up no matter who wins the election
Observations from the old folks home: Lot's of buzz around about PMs and potential earnings of miners $FCX has completed massive continuation diamond pattern. Compare in form to chart construction of $COST as shown #Fractals FCM heading to $78, then higher
As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. 🚀🚀
WALMART U.S. CEO: ".. we are now seeing prices that are in line with where they were 12 months ago. I haven’t been able to say that for a few years .. The last few weeks, we've taken even more prices down in areas like produce and meat and fresh food.” $WMT @ABC…
UBS analyst turns positive on China's property market after being first to downgrade China Evergrande to sell three years ago
When it comes to Chinese real estate, John Lam is a lone wolf. The UBS analyst who shocked markets with a sell rating on Evergrande, is turning bullish on the sector. He speaks with @DavidInglesTV and @BelleDroulers trib.al/Pfs6N4c
🎯
A few thoughts on $META: 1) The fact that there's still no line-of-sight into when Reality Labs will stop losing many billions per year might have a bit to do with why some investors are panicking in response to Meta's AI spending commentary. As always, markets abhor…
Over the past 10 years, those 'worst six months' of the year you are about to hear a lot about have been higher 8 times.
Sell in May? Did you know that these 'worst six months' tend to do quite well in an Election year? In fact, up nearly 78% of the time.
HEADS UP: I’ll be live on The Morning Show on @StockMktTV with @allstarcharts and @sstrazza TOMORROW at 9:00 am ET. Watch it here: stockmarkettv.com