Silkwood Capital @ericzijdenbos
Joined November 2011-
Tweets345
-
Followers70
-
Following318
-
Likes810
#aapl #rates Apple broke a 2 year consolidation mid May. Alert; divergence to 10y UST yield is becoming extreme. A correction below 168 would signal a 'fake break out' and bigger reversal. Who wants a $3k+ VR, Apple bank, China dependency etc, amidst 0 rev growth?
CHAIR POWELL. "We think that financial conditions have tightened significantly in the past year" ... Blatant and important errors need to be addressed. Expect corrective language from #FederalReserve
CHAIR POWELL. "We think that financial conditions have tightened significantly in the past year" This is a blatant and important error. We should get corrective language here. Watch out
The essence of bank is duration transformation; short deposits to long maturity loans .. with $ forward curves (2/10_2yfwd) near inversion we could see a sudden wave of long receiving to hedge against this business becoming unprofitable
In 2011 the EU signed up to commit to balanced budgets and to keep debt/gdp at 60%. Today, those countries that broke the agreement ask countries that sticked to it to accept their common liabilities. If you you can’t self govern, accept a common Fin Min to do it for you.
Concerns over $11tr outstanding EM $ debt rollover in the coming years .. What is hard to borrow is best bought. This is a circular and self enforcing dynamic
Greek debt crisis is the Iraq War of finance | via @Telegraph telegraph.co.uk/finance/econom…
@SterlingGriffit @DearDumbMovie @EmilyAlynLind @realmarycharles @realdavidmazouz is ur hair naturally curly? its sooooo pretty!!!!
Blossom Haruta @BlossHaru
70 Followers 5K Following
Dorla Harriage @DorlaH19276
68 Followers 5K Following
Fern Claughton @FClaughton39922
72 Followers 5K Following
Loida Waananen @LoidaW88393
72 Followers 5K Following
Debby Cataline @DebbCatali
79 Followers 5K Following
Dorotha Sedivy @DorothSedi
29 Followers 4K Following
Mckenzie Papstein @MckenziePa30701
33 Followers 5K Following
Kaelyn Sivills @kae_sivil
13 Followers 3K Following
Cameron Haneke @HaneCamer
36 Followers 5K Following
Aria @Aria161596
26 Followers 1K Following
Kathe Morera @KatheMorer55802
42 Followers 5K Following
Bettie Chestand @BettiChesta
50 Followers 5K Following
Cayla Warbington @CayWarbingt
39 Followers 5K Following
Bell Carther @BellCarthe97506
74 Followers 5K Following
Lesha Arboleda @LesArbol
33 Followers 5K Following
Patsy Binnicker @PBinnicker71924
53 Followers 5K Following
Ha Conkrite @ConkritH
46 Followers 5K Following
Make money easily @C19XNxHvqRjIp
13 Followers 565 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Bill Gross @real_billsgross
92 Followers 3K 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. https://t.co/bXih681LlK
Toughn @Toughn242878
5 Followers 392 Following
Bobbi @qgi69bwe
8 Followers 477 Following Easy money to earn;easy life to live;carefree as I am;careless about all shits🤘🏼life is short& no time for nonsense, agree with me? https://t.co/EAhzclX1O4
Matt Perallia, CMT @theequibrium
2K Followers 494 Following Swing and position trade for 20+ years, Finding simplicity amid chaos. clean Charts & truth Found here. Owner:https://t.co/W0A8cx2Xla
🍌 Are We There Yet.. @WEFagenda2030
323 Followers 1K Following
Bond Value @bondvalue1
14 Followers 177 Following
KRB @kbarry1210
21 Followers 945 Following
bosebo @brtemark
241 Followers 965 Following Bitten by the equity bug 1980. Since then active in the financial markets in various ways. Scott Adams, comic strips Dilbert on investing, timeless wisdom & fun
Manpreet Gambhir @mgambhir
13 Followers 398 Following
Saskia @Saskia51012764
262 Followers 1K Following
xStonedApe @xStonedApe
427 Followers 1K Following
Ketchie Mcconginle @ketchie71
0 Followers 2K Following
Cyberpunk42 @PrinceH90503375
704 Followers 5K Following
Mark Peters @markypeters
4 Followers 4K Following
AngelInvest5 @AngelInvest5
135 Followers 2K Following Investing is as much an art as science! But if you haven’t gone through a full bull 🐂and bear 🐻 cycle, you are still a beginner! #DeFi #Dao #Peace #Truth
Nout Van Der Sloot @noutvds
7 Followers 116 Following
Carl @Carl32385808
35 Followers 270 Following
Tim van der Meulen @TimvanderMeule3
27 Followers 167 Following
VirgilM @virgil1980
26 Followers 216 Following
Harsh Hemnani @Harsh_Hemnani
22 Followers 75 Following Spotting a bubble in advance requires a judgement that hundreds of thousands of informed investors have it all wrong - Alan Greenspan
Gerben van der Marel @GvanderMarel
2K Followers 2K Following Reporter on money and the wealthy. Former Germany correspondent (2017-2023) and US correspondent (2011-2017). Book: De Vastgoedfraude (2009).
Milton W Berg CFA @BergMilton
20K Followers 265 Following MB Advisors Institutional Research [email protected] https://t.co/DLmwNx0gBU "Milton Berg's Guide to Technical Analysis and the Stock Market" Target 2025
Owen Sanderson @OwenPSanderson
4K Followers 3K Following levfin, structured credit at @9finHQ, formerly @GlobalCapNews. Read Excess Spread, my structured credit blog, here https://t.co/bwnGitnZKT
KAY KIM @2kaykim
19K Followers 45 Following Options/Leveraged ETF/Crypto-Miner Trader, Securities Investor, Technical Analyst, Founder of @2TradersClub (Est. 2012*)
Heisenberg @Mr_Derivatives
130K Followers 423 Following Stock Market Commentary. Long/Short Ideas. Technical Analysis. Occasional Rants. Sprinkle of Humor. Not Financial Advice. Other channel: @Heisenberg_100k
SmartReversals📈 @SmartReversals
15K Followers 195 Following Deciphering market moves with technical indicators. I write 3 weekly publications with objective market insights. God First, Not financial advice.
Bill Gates @BillGates
64.6M Followers 586 Following Sharing things I'm learning through my foundation work and other interests.
Tucker Carlson @TuckerCarlson
12.8M Followers 1 Following
Donald J. Trump @realDonaldTrump
87.3M Followers 51 Following 45th President of the United States of America🇺🇸
Wall Street Journal O.. @WSJopinion
150K Followers 84 Following Opinion & Commentary from The Wall Street Journal.
Prometheus Research @prometheusmacro
37K Followers 249 Following Research service with the goal of democratizing finance. Making institutional-quality insights and research available to the public.
Stella Yifan Xie @yifanxie
6K Followers 2K Following Former Wall Street Journal reporter covering China's economy.
Kuppy @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.
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
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Market Radar @themarketradar
10K Followers 548 Following Just some Chads trying to save Simps from Wall Street. Institutional data and quant models simplified for the everyday investor. It’s not financial advice.
Darius Dale @DariusDale42
81K Followers 909 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.
CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Mac10 @SuburbanDrone
94K Followers 0 Following Bachelor of Finance 30 years trading experience 17 years blogging experience INVEST AT YOUR OWN RISK
Yahoo Finance @YahooFinance
1.8M Followers 311 Following The world’s biggest business news platform: https://t.co/EhQ75nXob3 Get the free Yahoo Finance app & subscribe to our morning newsletter, the Morning Brief ⬇️
The Kobeissi Letter @KobeissiLetter
502K Followers 510 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Brad Setser @Brad_Setser
97K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Captain Frans Banninc.. @Pricetheory101
175 Followers 69 Following Militia Company District II Commander
Doublewide Capital LL.. @DoubleWideCap
34K Followers 413 Following Full time ES Trader. Professional loss taker. BBQ addict. All the gods, all the heavens, all the hells, are within you. $ES #BBQ
Shanghai Let's meet @ShLetsMeet
65K Followers 2K Following The official Twitter account of Shanghai, offering news, stories & pics capturing the vitality and vibes of the city we live in & love.
Greg Marsh @gregmarsh
20K Followers 1K Following CEO & founder @get_nous - save £100s on your household bills at https://t.co/U2D4MY1Xqo 🖋️ Contributor @EveningStandard 📺 Household finance expert @SkyNews
Musashi-Do ⛩ @LiveLikeSamurai
204K Followers 303 Following Musashi-Do ( 武蔵道 ) ~ The Way of Musashi ~ A Way of Life. Revealed 379 years ago. Resurrected in 2024. Level 1: Dokkōdō
Michael Kofman @KofmanMichael
451K Followers 320 Following Senior Fellow, Carnegie Endowment. Defense analysis with a focus on the Russian and Ukrainian militaries.
Epoch Life @LifeEpoch
71K Followers 90 Following Stories to elevate your daily life and shine a light on the good in humanity. Epoch Mall on Amazon: https://t.co/pM9hIKpBaU
🇮🇳 VKA @vka27
8K Followers 160 Following “Waqt hi sab kuch hai , Waqt hi banaata hai aur waqt hi bigaadta hai”|| Firm believer “Aayega to MODI hi aur NIFTY JAYEGA TOH Min 22/Max 24K hi”|| Party Over ||
Jan B. Hommel @john_bumblebee
57K Followers 248 Following "Surely, everyone knows the great furry bumblebee, that gentle giant of the blossoms, that somehow awkward, slow, bumbling bear of a bee."
Spotlight on China @spotlightoncn
37K Followers 8 Following Provide viewers factual news and insights about China.
Andy Bruce @BruceReuters
16K Followers 3K Following Yadda yadda blah blah UK economy @Reuters. Sometimes globe-trotting musician. Stockport. RTs/likes ≠ agree. DMs open.
Hugh Hendry Eclectica @hendry_hugh
94K Followers 28 Following Founder Eclectica Macro, St Barts luxury hotelier, investor 📸 & 📺: hughhendryofficial | ✉️ Media & Sponsors [email protected]
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Mark Newton CMT @MarkNewtonCMT
57K Followers 2K Following Managing Director/Global Head of Technical Strategy, Fundstrat Global Advisors LLC-Technical Analyst/Trader, Frequent Market Commentator-CNBC, FOX, Bloomberg
Truflation @truflation
120K Followers 1K Following Decentralized Infrastructure (RWA, Indexes, & Inflation 18M+ Data Points) 60+ Providers Censorship-resistant, Transparent Backed by Chainlink, Coinbase | $TRUF
First Squawk @FirstSquawk
310K Followers 250 Following Firstsquawk Is a Global Financial (News) Squawk Service Specialising In Financial Markets.
LiveSquawk @LiveSquawk
284K Followers 2K Following Up-to-the-second financial markets news. Try our audio squawk service today: https://t.co/vzxJlLhRIv
FXHedge @Fxhedgers
422K Followers 96 Following News Headlines: Finance, Economics and Geopolitics affecting money.
Kings of the Wild Fro.. @jrmmke
111 Followers 155 Following
ben hoban @wbhoban
373 Followers 617 Following former media & tech banker | @columbia_biz vi program | @wustl | golf
Kent Collier @DDInvesting
5K Followers 512 Following Founder & CEO of Reorg: an intelligence and data provider focused on the global credit markets @reorg // views are my own
Steve Matthews @SteveMatthews12
13K Followers 5K Following @Business reporter on Fed/@economics. Retweets aren't endorsements. Tweet stories I find interesting, not all I agree with. [email protected]
Eugene Douglass @practically_sci
80K Followers 834 Following Assistant Professor @UGAPharmacy studying immunology and cancer: https://t.co/UYcVC4cL3C original teaching material: https://t.co/H7nhr2kdew
Jeremy Hunt @Jeremy_Hunt
260K Followers 1K Following MP for South West Surrey. Chancellor of the Exchequer. Promoted by Jeremy Hunt MP at 2 Royal Parade, Hindhead, GU26 6TD
Gillian Tett @gilliantett
67K Followers 592 Following Provost of Kings College, Cambridge, Financial Times columnist, anthropologist, author of Anthro-Vision https://t.co/byn2Kku0qJDelinquencies on auto loans, credit cards and consumer loans just hit their highest levels since 2012. As both rates and prices rise rapidly, delinquency rates are skyrocketing. The average new car now costs $48,300, up from $37,700 just 4 years ago. The average used car is…
I’ve bookmarked these gorgeous examples of American Art Deco. Enjoy this Sunday’s eye candy.
America was supposed to be Art Deco - a thread of 10 iconic Art Deco designs 🧵 1. "Mercury" - a streamliner passenger train which operated between 1936 and 1959
Spanish football chief Luis Rubiales refuses to quit, saying kiss with player at Women's World Cup was "mutual" and he has faced "social assassination" bbc.in/3Pdw1Vl
Canada has a housing problem. Maybe worse than the U.S. - Canada: 70% have a 5-year fixed rate mortgage. - U.S: 85% have a 30-year fixed rate mortgage. In Canada the average rate on an existing 5+ year mortgage is 2.79% versus 5.99% today (was 5.11% in June). When it's…
Incredible chart on mortgage rates: The effective rate on all mortgages across the US is currently 3.60%. That's 52% below the current average 30-year mortgage rate of 7.5%. 90% of ALL borrowers currently have a mortgage rate below 5%. 26% of all borrowers have a mortgage…
The US government has already spent $5.3 TRILLION this year. We are on track for the 4th consecutive year with $6 trillion or more in government spending. Since 2020, the US government has spent a jaw dropping $25 TRILLION. To put this in perspective, the market cap of the S&P…
Most recently, Fitch downgraded the US long-term credit rating. They cited "fiscal deterioration" as the primary reason. We must stop borrowing to fund our spending problem. All of the warning signs are there. Follow us @KobeissiLetter for real time analysis as this develops.
This is a super interesting post on the qualitative difference in consumption of entertainment on NFLX vs traditional TV. The "binge" model is just so much more powerful than the "drip" model and NFLX is likely to be dominant media force for decades to come.
$NFLX—it is fascinating to see an 8-year old HBO show (Ballers) in the US domestic top 10 list for $NFLX (#5) right now. It is possible that more viewers spent more time watching Ballers on $NFLX in the last two weeks than previously watched the show on HBO over 8 years-how…
"The backdrop of strikes, successful wage hikes, and general labor bargaining power in a sub-4% unemployment rate economy makes the recent surge in Treasury yields feel if not justified than at least narratively correct:" @bespokeinvest as 10-yr yields hit the highest since '07
What's wrong with Citi? It is poised to have its lowest close of 2023, back to the panic levels of mid-March when Silicon Valley Bank failed.
I first said “Mexico is the new China” in 2017 (see below). People said “that’s crazy”. Well, now the data proves its true. Mexico’s quality control and proximity are better. #Mexico #Mexican flip.it/4G9kT_
Michael Burry has now put 93% of his entire portfolio into $SPY and $QQQ puts. Shall we resume the melt up?
⚠️ This chart proves why UK wage data is a red herring. Labour market is not as tight as you think: number of unemployed for less than 6M is at its highest since 2016/17 outside of Covid. This is a canary in the coalmine indicator for the jobs market. Not a reason to hike... $GBP
Bond markets have gone completely out of control with the 10-year note yield now hitting its highest since November 2022. The 10-year note yield is up nearly 100 basis points in ~3 MONTHS. Completely normal.
Probably Nothing *CHINA TO STOP PUBLISHING DATA FOR YOUTH JOBLESS RATE
Looked at differently, 1/3 of value salvaged.
Downtown San Fran Office Tower Sells At 66% Off As CRE Crisis Claims Another Victim #CMBS zerohedge.com/markets/downto…
At the end of 2Q23, Bloomberg ranked me as "Top Forecaster" for: 🥇 🇺🇸 Economy *I got the 2nd place for 🥈🇪🇺 Economy and the 3rd place for 🥉🇨🇳 Economy
The US 30-year mortgage rate touched 7.53%. To assume spiking interest rates won’t have a decisive impact on economic activity would be naive! (chart ht @C_Barraud)
Whoa: Completely misleading article by @FT. Evidence the fact that #Fed B/S has fallen (so what?), but #liquidity has mysteriously flatlined, so far. See dotted lines. The elephant in the room is the upcoming congested coupon calendar
@Schuldensuehner Thanks, that context is not very encouraging for stocks, particularly for tech/ $NDX: x.com/smartreversals…
$NDX - Weekly Chart: ⚠️Once the most bullish of the big indexes, now is the one with the most bearish formation. ℹ️Volume is decreasing after that big warning signaled on the week of July 21, a bearish candle with volume not seen since the covid crash, as I posted then.…
Trends for United States
You might like
