George Noble @gnoble79
Managed 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.” m.youtube.com/channel/UCVI0K… New York, NY Joined November 2010-
Tweets9K
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Followers57K
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Following3K
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Likes4K
George Noble retweeted
George Noble retweeted
Wall Street Week with Louis Rukeyser and Special Guest George Noble (Jun... youtu.be/3rSsV_F78ZQ?si… via @YouTube June 15, 1990. The Dow was at 2900, Fed funds were 7%, Enron was a legit company and I was young and ran the #2 Fund in the country.
Seeking Alpha Quant and Alpha Picks with Steve Cress and Zachary Marx, learn more about Alpha Pick’s outsized returns. Use my Seeking Alpha affiliate link in the tweet below to save $50 on Alpha Picks youtu.be/A8NjotrRhxQ
Uh oh. Investor sentiment on Treasuries remains very bullish.
George Noble retweeted
Rising Bond Yields, Are Equities on Borrowed Time with Michael Kramer, Tom Thornton, Michael Kantrowitz, and Neely Tamminga. Available on YouTube and all podcast platforms youtu.be/ZMw7qLSvnn4 @MichaelMOTTCM @TommyThornton @MichaelKantro @NeelyTamminga
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104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
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desfront9 @desfront9
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Josh Taylor @taylorxjosh
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675 Followers 2K Following
Sapphir Parks @sapphirparks
17 Followers 110 Following Personal finance, #Bitcoin, and freedom lifestyle
Jensen @Jensen748133
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FLAMEDFALCON @KINGDAVE2288
3 Followers 191 Following
CloudedByOptimism @ByClouded87594
20 Followers 131 Following Free thinker, high agency individualist, supporter of limited government. Hike, Ski and enjoy nature.
Adam Bryant @AdamBryant5145
96 Followers 221 Following "If you set your goals ridiculously high and it's a failure, you will fail above everyone else's success
. @cvzwk
104 Followers 41 Following 🥰🌹Love Mood 💕✨💍Married👩❤️👨🔞 @11cvzwk @cvzwk_ @cvzwk111 @cvzwk1111 @c2v2zw4k @defiminds_ @financialneuron
Mayank khichi @khichi_mayank
28 Followers 191 Following nouveau garçon dans la ville , participant au marché
francis @joyridekit
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Iran's military magaz.. @iranmilitary_en
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Time @pyramid22757181
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nice and rogue @niceandrogue
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areasesop1981 @areasesop142760
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US Trader @Abirstock
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Gilberto Objío | Abo.. @objiogilberto
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Shivaji @Shivaji500500
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Inner Scorecard @ScorecardInner
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MGAKemp ✝️ 🇺�.. @m_averykemp
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Charles Malone @horsedragon60
2K Followers 7K Following My daughter and I are learning as we go. I am going to ensure she has a good and safe life. If i follow you then you should follow me back. please be fair
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Bob Elliott @BobEUnlimited
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CrossBorder Capital @crossbordercap
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Stanphyl Capital @StanphylCap
34K Followers 56 Following Value investor with some opinions. Registered Independent. Beware of copycat scammers using my profile! My name is Mark B. Spiegel. https://t.co/iVzhUmkFI8
Lawrence McDonald @Convertbond
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Geoffrey Fouvry @GraphFinancials
6K Followers 165 Following Connect the Financial dots Docs, Imgs, texts, Vids linked by big-data Present, reply in augmented media US Patent approved. ex hedgie 👇 get your free account
MacroEdge @MacroEdgeRes
23K Followers 20 Following MacroEdge is a leader in economic intelligence, research, and data. We deliver cutting-edge research and data to decision-makers. #UrbanEconomics
Daily Chartbook @dailychartbook
14K Followers 299 Following The day's best charts & insights, curated: https://t.co/Eq1KKRKE1u
Edward Conard @EdwardConard
4K Followers 714 Following Top-10 NYT bestselling author @AEI Retired @BainCapital Partner https://t.co/gmmdbORBTO Tweets of noteworthy economic news from my research team.
TwilightZone @TwiIightZone_
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Matt - V Shape Fitnes.. @V_ShapeFitness
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Israel War Room @IsraelWarRoom
308K Followers 6K Following Israel’s enemies do not sleep. Neither do we.
Craig Shapiro @ces921
15K Followers 1K Following Macro Advisor: Bottoms up industry/company fundamental analysis w/ top down macro framework. https://t.co/4ET7W0Xf1M
M O R E @OwnFoundations
44K Followers 48 Following Personal Productivity + Investing = Personal Freedom. Sharing what I learn(ed) as an ex-finance guy so you can work less + own more in times of change. Anywhere
i/o @eyeslasho
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33K Followers 2K Following ceo @Kalshi. ex MIT, Citadel, Palantir. I like markets. https://t.co/lwkzyUqeAx
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163K Followers 347 Following I’ll help you take back control of your health, lose 20+ lbs, and kill the dad bod. Doctor | Husband | Father | 10x Ironman |
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Prepared Remarks @Rebrand_As_Y
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David D. Tawil @DavidDTawil
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Belief Invest @BeliefInvest
529 Followers 1K Following Patient Investor. *No investment/financial advice*
The Sherman Show Podc.. @ShermanShowPod
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DoubleLine || Monday .. @DLineMinutes
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Jesse Kelly @JesseKellyDC
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John Green @Greener300
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Morgan J. Freeman @mjfree
253K Followers 704 Following Formerly Verified, Proud Dad, TV Producer, Filmmaker, Vedic Meditation Practitioner, Human Rights & Racial Justice Advocate, Abolitionist. And I don't act!👻
RandoLand.us @RandoLand_us
21K Followers 1 Following Mucking through .gov so you don’t have to. Not responsible for increased blood pressure. Donate at https://t.co/RhpJmeO8SN
Skanda Amarnath @IrvingSwisher
26K Followers 5K Following Executive Director - @employamerica. RTs/likes != endorsements. https://t.co/tKsuuvVYoc @skandaamarnath on other sites. Charitable interpretation advised
Lenny Rachitsky @lennysan
205K Followers 2K Following Newsletter: https://t.co/LF0tRFpCeT 💥 Podcast: https://t.co/ZQWNT0iXvJ 💥 Jobs: https://t.co/h5qbpegVYd 💥 Lennybot: https://t.co/TqkCh3hVCa 💥 Swag and Book: https://t.co/qgtUH5DM4S
Massimo @Rainmaker1973
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Business Breakdowns @bizbreakdowns
17K Followers 59 Following Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @joincolossus
Dave Nadig @DaveNadig
20K Followers 679 Following Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.
Andy Nyquist @andrewnyquist
20K Followers 499 Following Founder of @seeitmarket. Active Investor. Sports Aficionado. Husband and Father of 3. Views are mine. RT's not endorsements. #IBDPartner
Parker Ross @Econ_Parker
12K Followers 660 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 🦬🇺🇸🇮🇱
excaliber420 @Mrchristophegen
307 Followers 490 Following DAV and Investor. Nothing I say is to be construed as advice, financial or otherwise. Expressed views may contain dark humor and mistrust of governments.
SuperMacro @super_macro
18K Followers 2K Following Veteran hedge fund PM with 25 years’ experience of trading and macro investment. Ex-Brevan Howard partner and PM for 12 years, former Citigroup MD
Andreas Himmelreich @GfI_Himmelreich
3K Followers 345 Following No investment advice! https://t.co/GRWB97NpRi Trading systems to rent: https://t.co/L9TaoiweQZ
Prof. Eliot Jacobson @EliotJacobson
75K Followers 389 Following Retired professor of mathematics and computer science, author of 4 books: 3 on casino games & 1 poetry book. Now I volunteer, walk a lot & feed local critters.
Antíthetos @AntithetosCptl
1K Followers 282 Following än-ti-THetos/. adj. Origin: from Greek 'opposite' or 'contrary'. Constituting or marked by investing in mispriced assets against prevailing market trends.
Danny Dayan @DannyDayan5
11K Followers 210 Following Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager. Chicago Booth MBA & CFA. My views do not consist of investment advice.
Tommy Humphreys @tommyhump
13K Followers 1K Following Mining history for the next Big Score; Exploring dangerous venture stocks, titan stories; Ex https://t.co/SWVyELgHUb founder (sold ‘21) ⚠️ Entertainment, not advice
John Ravenda @JohnRavenda
4K Followers 915 Following Builder/Developer/ with a love for economics. Enjoying what life brings.
T @CeltsHoops
1K Followers 200 Following PINGUS TINGUS | Center of NBA/Celtics giveaways #DifferentHere
Cindy Stumpo @CindyStumpo_
7K Followers 728 Following Developer/ Builder 36 years BOS #1 lux builder 🔨 HGTV “Tough as Nails” 🎥 I HEART MEDIA WBZ Radio Host 🎙
aussie17 @_aussie17
74K Followers 2K Following Ex-Big Pharma Exec exposing Big Pharma here https://t.co/Siv6DHxZL3 christianity: https://t.co/Q6AXMM7zvV, telegram https://t.co/ngjIelq1Hk
The 🐰🕳️ @TheHoleTweet
16K Followers 2K Following Thank you @ElonMusk for giving us a voice when we get Zucked. Ron Paul is my hero, Donald Trump is my President. America First! #MAGA #Trump2024 #BasedAF
Brad Gerstner @altcap
127K Followers 870 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
Stephen Hayes @stephenfhayes
278K Followers 2K Following Editor/CEO, @thedispatch. NBC News Political Analyst. To sign up for The Dispatch, go here: https://t.co/g1MGXdYVHY
Josh Jalinski @yourfinancialqb
1K Followers 267 Following NOT FINANCIAL ADVICE. https://t.co/tJIGAI5lpy
JaguarAnalytics @JaguarAnalytics
36K Followers 230 Following Professional equity and option trade ideas with in-depth research based on 3-pronged approach: Fundamentals, Technicals and Options Activity
Keith McGartman @KeithMcGartman
2K Followers 451 Following CEO of Scameye. Ranked #1 paper trader on the street. Founder & CEO of the FewRu Crew™️ #FewRuCrew. Harverd Alumni. The McGartman Letter™️ 🐻’s🔫 🐷’s NEXT
So I assume all the crocodile tears about how poor Caitlin Clark is being cheated will stop now that @Nike is shipping $28 million her way?
Technical problems with X today. Please click on the link at bottom for replay, not the purple image. @TommyThornton @MichaelKantro @NeelyTamminga joined @MichaelMOTTCM for a great conversation.
@TimmerFidelity I disaggregate every p/e ratio into a price/sales ratio divided by net income/sales. or p/e=p/s // e/s. Net margins, while still cyclical have bee rising since 1995 on a secular basis. So Grantham has it wrong as most mean reverting ratio in finance. Explains the much higher…
2/ The next time you hear someone say "The last time the Fed did XYZ, this happened", ask that person "When was the last time the Fed did that while running a Quasi Fiscal Deficit, & what happened as a result?" Consensus doesn't yet realize we are "off the reservation."
Set a reminder for my upcoming Space! MICHAEL KRAMER. YIELDS RISING. ARE EQUITIES ON BORROWED TIME? x.com/i/spaces/1ypjd… @MichaelMOTTCM APRIL 4 @ 5PM
@gnoble79 @LynAldenContact @biancoresearch @LizAnnSonders I think its simpler than that: x.com/LukeGromen/sta…
I'd like to borrow 45% of my income this year at 3.1%, with the amount I borrow rising by 9.24% per year, for the next 5 yrs - DM me w/offers. $2T US govt deficit = 45% of US govt receipts & US govt avg borrowing rate is ~3.1% as of 1/1/24 The bubble is not where many say it is
@gnoble79 @LukeGromen @LynAldenContact @LizAnnSonders @biancoresearch @RyanDetrick @WarrenPies The total of us deficits since 2007 and central bank expansion since that time are far greater than the increase in GDP.
@gnoble79 @LukeGromen @LynAldenContact @LizAnnSonders @biancoresearch @RyanDetrick @WarrenPies They will make leave it for new president lol
Dispersion between the momentum ETFs YTD. $MTUM $PDP $FDMO $JMOM $SPMO $VFMO
$17.99? $MCD So much for “You deserve a break today” NOT! From the Darien service plaza on the CT turnpike. I don’t eat this crap but thought the prices were worth a shout out. #not transitory @MichaelMOTTCM @leadlagreport #notlovingit
From the article: “Tlaib explained her refusal to support the resolution, stating that it “completely ignores and erases any sexual violence and abuse committed by the Israeli forces against Palestinians, especially children.”” Wow, the resolution also ignored the easter bunny…
@gnoble79 @MichaelMOTTCM @leadlagreport Once upon a time, only $3 for the same thing.
@gnoble79 @LukeGromen @biancoresearch @LizAnnSonders @fundstrat @TommyThornton @MichaelKantro @LynAldenContact Well, actually it did, however it was hedonically adjusted to $1
Bank stocks are collapsing like it’s 2009 Tech stocks are melting up like it’s 1999
@gnoble79 @biancoresearch @DougKass Macro (ie bond yields) is driving the beta in the market, earnings are driving the alpha.
@gnoble79 @elianayjohnson @benshapiro @BillAckman @marklevinshow @jpodhoretz @JonHaidt @JonahDispatch @Commentary @NRO @jamestaranto @nytimes @WSJ Umm... I believe that quote should be attributed to Gay not Cicero.
Wow. I am shocked that a segment of the Left that has spent the last decades renouncing international finance, metropolitan abstraction, the uprooting of traditional cultures by secular modernity, the inauthenticity of rootless cosmopolitans vs. cartoon idealization of…
Thanks for having me on your Twitter Space @gnoble79. I knew this already, having dialed in many times before, but one of the best groups of market participants out there...fantastic conversation, great questions! 👇👇👇
If you want to learn more from @dlundgren3333: motrcmr.com
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