jeroen blokland @jsblokland
Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin. Founder True Insights - independent investment research. bloklandfund.com/eng/ Netherlands Joined June 2009-
Tweets35K
-
Followers112K
-
Following691
-
Likes16K
A group of #Switzerland-based #Bitcoin proponents aims to make Bitcoin part of the Swiss National Bank's balance sheet. Some facts: - The group must gather 100,000 petition signatures within 18 months to obtain the right to a referendum. - Out of the working-age population of…
Is this the age of ‘hard money?’ Better: This is the age of scarce assets! I expect a massive diversification away from bonds into scarce assets, and I launched an investment fund to capture this. Watch from 3:33. Learn more about the fund: bloklandfund.com/eng/
Is this the age of ‘hard money?’ Better: This is the age of scarce assets! I expect a massive diversification away from bonds into scarce assets, and I launched an investment fund to capture this. Watch from 3:33. Learn more about the fund: bloklandfund.com/eng/
This is by far the most painful long-duration bond bear market in (modern) history. And the chart does not include #inflation. While this may prove a profitable entry point from a nominal return perspective, risk-return dynamics will not be as attractive as they used to be. #Debt…
Let's go!
I'm joining Grizzle Hard Money: Gold, Silver & Bitcoin today. We will discuss the Blokland Smart Multi-Asset Fund, the decision to include #gold and #bitcoin alongside quality #equities, where now with interest rates, #centralbanks, #geopolitics, and more. I'm up at 19:15-ish CET…
I'm joining Grizzle Hard Money: Gold, Silver & Bitcoin today. We will discuss the Blokland Smart Multi-Asset Fund, the decision to include #gold and #bitcoin alongside quality #equities, where now with interest rates, #centralbanks, #geopolitics, and more. I'm up at 19:15-ish CET…
The FX-related #macro backdrop is getting edgy. The Japanese Yen took another dive against the US dollar as the #BankofJapan kept #monetarypolicy unchanged and did not comment on foreign exchange policy, determined by the Ministry of Finance. Interestingly, Tokyo's #inflation…
Grizzle Hard Money: Gold, Silver & #Bitcoin ⚒️ Friday, April 26th, 2024 at 10AM ET LIVE on Twitter & YouTube: youtube.com/live/ltLjgTnG1… We've brought together a lineup of industry heavy hitters 🫡 ◾️Warren Pies @WarrenPies @3F_Research ◾️Bob Elliott @BobEUnlimited…
#inflation fears are steadily taking over market sentiment. After the combination of lower-than-expected US #GDP growth and higher-than-expected #inflation, markets now expect less than 1.4 rate cuts from the #FederalReserve this year!
The US economy grew 'just' 1.6% (annualized) in Q1. Not only a big miss compared to (Bloomberg) consensus (2.5%) but also compared to the Atlanta Fed GDPnow forecast (2.7%.) More importantly, the combination of lower growth and higher inflation has a stagflationary flavor. Equity…
I have translated my post about the Dutch Central Bank (DNB) and its (stringent) sustainability 'suggestions' for homeowners into English, as I expect this will not be the last central bank to do this. The Dutch Central Bank has calculated that 95% of homeowners can finance the…
I have translated my post about the Dutch Central Bank (DNB) and its (stringent) sustainability 'suggestions' for homeowners into English, as I expect this will not be the last central bank to do this. The Dutch Central Bank has calculated that 95% of homeowners can finance the…
'Priceless' #Bitcoin 'commercial' sells for USD 1,027,000 at online auction. 🤣
Mocht je het gemist hebben, hieronder nog één keer de link naar mijn recente interview met @paulbuitink 🎙️
Mocht je het gemist hebben, hieronder nog één keer de link naar mijn recente interview met @paulbuitink 🎙️
The US dollar has made another high against the Japanese #Yen. The Yen is down a whopping 10% against the greenback just this year. Despite several warnings from Japan's Minister of Finance & Co., the Bank of Japan has not been instructed to intervene. So why is this? - Japan's…
Yikes! #META down 10% despite beating expectations. Yields beating extrapolation?
US Treasuries are selling off again after a weakish USD 70 billion auction. US Treasury #yields remain close to their highest level since October. In addition to being negative, Treasury performance has been more volatile than average in recent years. Yet, duration-sensitive…
This TIME cover is from over 50 years ago. And we are still here. Don't wait for the system to collapse; it likely won't any time soon. Yet the impact of the #debt-driven growth model on the performance of your investment portfolio is massive. Adapt!
🚨De Nederlandsche Bank heeft berekend dat 95% van de huiseigenaren de #verduurzaming van hun woning kunnen bekostigen met hun #spaargeld en door het afsluiten van een lening. Zo dan! Ik heb het rapport gelezen blij word ik er niet van. De eerste vraag is in hoeverre een…
🚨De Nederlandsche Bank heeft berekend dat 95% van de huiseigenaren de #verduurzaming van hun woning kunnen bekostigen met hun #spaargeld en door het afsluiten van een lening. Zo dan! Ik heb het rapport gelezen blij word ik er niet van. De eerste vraag is in hoeverre een… https://t.co/b1vRdMcuxL
Andreas 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.
Holger Zschaepitz @Schuldensuehner
333K Followers 363 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Willem Middelkoop @wmiddelkoop
152K Followers 10K Following Swiss born ex (TV) journalist - The Oracle from Amsterdam’ (Max Keiser) - Discovery Investor - 2 companies & 8 books - coined BTC ‘Virtual Gold’ in 2014
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
Michael A. Arouet @MichaelAArouet
75K Followers 766 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
lex hoogduin @lexhoogduin
31K Followers 2K Following Monetary economist/complexity and uncertainty/ GloComNet/ RUG/FAUC /Operational resilience/"wicked" problems/risk management/ Mises instituut NL
ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
Win Smart, CFA @WinfieldSmart
54K Followers 161 Following 20+ years Buy & Sell side. Pricing the right side of the Balance Sheet. Not Advice. Macro trends.
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Paul Buitink 🎙 @paulbuitink
17K Followers 604 Following Dutch/English tweets - geopolitics - economics - Managing Director at @hollandgold - Reinvent Money podcast - Holland Gold podcast👇
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Ronnie Stoeferle @RonStoeferle
61K Followers 8K Following Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien Tweets ≠ investment advice
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Tony Fugazi @CryptonyFugazi
69 Followers 154 Following 🇮🇹🇦🇪 ~ Italian cryptotrader ~ Do not miss the MONEYTRAIN 🚂
Leighton Nasir @LeightonNa54512
15 Followers 496 Following
Robert Breedlove @Brexdlove22_
72 Followers 528 Following Freedom Maximalism & #Bitcoin # . The "What is Money?" Show: https://t.co/5h8CqnpRnO nostr: #npub15vzuezfxscdamew8rwakl5u5hdxw5mh47huxg q4jf879e6cvugsqjck4um
子涵 @han_zi69020
0 Followers 5 Following
whippo @HippopotamusLNG
87 Followers 353 Following
logística codecar @LCodecar
13 Followers 56 Following Het gaat alleen nog veel gekker worden,zet je schrap en hou je koppie d'r bij. Your preocupación our care,freigt(cool/pallets), moving,estate,warehousing.
gary zimmerman @garyzimmerman8
128 Followers 440 Following UCBerkeley, U. of Essex England, Universal Sceptic, Not defined by Left/Right Dogma, Andy Warhol, Ella Fitzgerald, Miles
renee.dekker @reneedek1
17 Followers 88 Following
Usgoog Le @UsgoogL
29 Followers 2K Following
Debra Herman @herman_deb3732
31 Followers 631 Following
DayTradingNomad @DayTraderNomad1
282 Followers 2K Following Independent thinker, 3x college dropout. Semi-retired, living my dream lifestyle. I enjoy luxury travel, printing money, and proving people wrong ;)
JRaw @JRaw1997
13 Followers 55 Following
Robert Madden @rrm1968
237 Followers 3K Following
Innocent Doll @dolly_raani
3K Followers 20 Following Never give up Because Great Things take time 👍💯
lino giribaldi @tiax79
13 Followers 58 Following
Erwin @Vulkan11
159 Followers 470 Following
Carlos A Donadonibus @ADonadonibus
66 Followers 788 Following
Randall @randallp416
18 Followers 285 Following
Max @Max62305055
31 Followers 75 Following
박용헌 @yoyheon94
6 Followers 32 Following
Rik Vasen @galanthofiel
25 Followers 23 Following
Mark Lawi @Mark_Lawi
27 Followers 657 Following
gambnirooker1975 @gambnirook57553
34 Followers 25 Following
Homo Erectus @Frandallking
206 Followers 697 Following Argentino defensor del Diego y de Messi. Ganador de 3 copas del mundo.
Paris Hurtado🏴�.. @parishurtado
3K Followers 3K Following
ASİL ADAM @AdamAykut
2K Followers 5K Following
James Freeman @jamesfreemanok1
193 Followers 2K Following
415 @student1891155
0 Followers 329 Following
Picking stars @sabrinavivi55
79 Followers 2K Following A friend is one of the nicest things you can have, and one of the best things you can be.
ree @1_ree
0 Followers 2K Following
Senador Liberal @SenadorLiberal
3K Followers 4K Following Liberal de Alberdi 🧑🎓 I Republicano🏛I Defensor de las Ideas de la Libertad 🕊I Soldado en la Batalla Cultural 🛡I Liberal Clasico 🦅 | Escuela Austriaca 📚
Salim @Salim735814
907 Followers 7K Following
Marc Lamers @Marcg60
4 Followers 21 Following
Gerrit Guijt @guijtg
54 Followers 85 Following
MartinaBennett @3cu56hEdPLUJwQP
10 Followers 234 Following
Johnny Johnny Eating .. @CZamero
17 Followers 68 Following No stable point. Just chaos. No investment advise.
Rates Viking @RatesViking
84 Followers 254 Following
evertttt @evertttt2
104 Followers 2K Following Vader, ondernemer koeriersdiensten vanuit heel Nederland door geheel Europa.
b'W!llES @ausbronc
48 Followers 141 Following
Andreas 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.
Holger Zschaepitz @Schuldensuehner
333K Followers 363 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Willem Middelkoop @wmiddelkoop
152K Followers 10K Following Swiss born ex (TV) journalist - The Oracle from Amsterdam’ (Max Keiser) - Discovery Investor - 2 companies & 8 books - coined BTC ‘Virtual Gold’ in 2014
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
Michael A. Arouet @MichaelAArouet
75K Followers 766 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
lex hoogduin @lexhoogduin
31K Followers 2K Following Monetary economist/complexity and uncertainty/ GloComNet/ RUG/FAUC /Operational resilience/"wicked" problems/risk management/ Mises instituut NL
ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Paul Buitink 🎙 @paulbuitink
17K Followers 604 Following Dutch/English tweets - geopolitics - economics - Managing Director at @hollandgold - Reinvent Money podcast - Holland Gold podcast👇
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Ronnie Stoeferle @RonStoeferle
61K Followers 8K Following Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien Tweets ≠ investment advice
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Adam McBride @adamamcbride
48K Followers 1K Following Strategy & Marketing @EmblemVault ▫️ NFT Archaeologist in a former life ▫️ adam.sats ~ adammcbride.eth ~ adammcbride.og
Bram Kanstein @bramk
31K Followers 5K Following Applying pragmatic curiosity to learn every day⚡️Digital business, philosophy, #Bitcoin| Podcast: https://t.co/bnqUm9ORoA | 25+ failed ideas. 5 exits💡
In Gold We Trust @IGWTreport
23K Followers 3K Following In-depth analysis and insights on gold, silver, commodities, inflation, macro economics, Austrian Economics, Bitcoin and mining. Charts and long-form threads.
World of Animals @World_ofAnimals
3K Followers 5K Following World of Animals is Fun, Happiness & Positivity! Like, Follow, Subscribe, Share with Love. DM for credits or removal.
Game of Trades @GameofTrades_
193K Followers 582 Following Data-driven Investment Research | Follow to learn about #markets & the global #economy | Get your free 7-day trial at https://t.co/ij9EDOXEgD
HODL15Capital 🇺�.. @HODL15Capital
53K Followers 6K Following Investor. Asset allocator. Capital compounder. #Bitcoin = FreedomGoUp
BitMEX Research @BitMEXResearch
119K Followers 200 Following Filtering out the hype with evidence-based reports on the ETF industry & the cryptocurrency space, with a focus on #Bitcoin - https://t.co/pgRGU9CuKE
Duncan Lamont @DuncanLamont2
5K Followers 2K Following Data-led insights on all things markets, investing, life. Articles here https://t.co/a15Y3s2chw Head of Strategic Research Unit @Schroders. Not investment advice
Lucas Nuzzi @LucasNuzzi
30K Followers 1K Following Co-founder @PortexAI | fmr. Head of R&D @CoinMetrics | On-Chain Explorer | Optimist
Ansgar John @ansgarjohn
3K Followers 5K Following Finding mistakes in common sense often leads to innovation. #TechnologicalSingularity #ValueInvesting #Retail
Cem Karsan 🥐 @jam_croissant
133K Followers 2K Following Founder, Kai Volatility. 24y Quant/Vol/Flow PM. Ex-MMaker,+10% of SPXOpt’s‘06-10. @phillipsacademy, @RiceAlumni, @KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advice
Root 🥕 @therationalroot
176K Followers 639 Following #Bitcoin On-chain & Cycle analyst. Supported by @BitcoinMagazine & @btcdirect. Building the Bitcoin Strategy Platform & Newsletter.
Torbjørn @TorbjrnBullJens
7K Followers 3K Following CEO of @K33HQ, a research lead crypto brokerage operating out of Norway and @ArcarioAB, listed on Nasdaq FN Stockholm.
Tuur Demeester @TuurDemeester
269K Followers 3K Following Long time bitcoin analyst. Reports at https://t.co/wBC7naSYk9. Board @TXBitcoinFound, advisor to @Blockstream, @Unchainedcom, @AnchorWatch.
Geotrendlines @Geotrendlines
3K Followers 927 Following Geotrendlines is een denktank op het snijpunt van geopolitiek en finance. Met onze analyses blijft u op de hoogte van de belangrijkste trends.
Natalie Brunell ⚡�.. @natbrunell
331K Followers 5K Following Coin Stories Podcast Host | Your Go-To Source for #Bitcoin Education | Champion for Working Class | Media Commentator | Awarded Journalist | First Gen 🇺🇸
PaulBarron @paulbarron
154K Followers 92K Following CEO, Futurist, reporting on #btc,#crypto,#metaverse, #cryptogaming, #NFT, tech + Investing, computer science expert, @paulbarrontv https://t.co/DtFtWoDgom
Gunjan Banerji @GunjanJS
45K Followers 3K Following Covering markets & money @WSJ, Contributor @CNBC. Dancer. New Yorker. Reach me at [email protected] Views are my own.
James Seyffart @JSeyff
136K Followers 4K Following CFA. CAIA. ETFs. Cryptos. Asset Management. @Bloomberg. @bbgintelligence. Runner. Opinions my own. Likes, RT's & Follows≠endorsements
Frank Knopers @frankknopers
3K Followers 3K Following Founding partner of Geotrendlines. Gold, Money and Geopolitics (Retweet is no endorsement) @geotrendlines https://t.co/pShTLHHoe8
Pieter Omtzigt @PieterOmtzigt
434K Followers 2K Following Kamerlid. Lid parlementaire Assemblee van de Raad van Europa Youtube: https://t.co/Zd67NdiVqp Oprichter https://t.co/XK0wVCa5Yh (lijst 19)
Elon Musk @elonmusk
181.4M Followers 585 Following
John Paul Koning @jp_koning
28K Followers 636 Following monetary economics|history of money|central banking|financial privacy|payments|gold|financial inclusion|cryptocurrency|monetary law|financial crime
Michael Mauboussin @mjmauboussin
135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
Nate Geraci @NateGeraci
32K Followers 435 Following President @ETFStore, Host @ETFPrime, Co-Founder @ETF_Institute
Lucas Wensing ⚡️ @LucasWensing
1K Followers 365 Following Entrepreneur, investor and crypto enthousiast; Director at AMDAX
Rowan Cheung @rowancheung
497K Followers 373 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.
The Business Briefing @BizBriefing
8K Followers 3K Following @SiriusXM's brand new Business news show. Hosted by @JanetOnTheMoney on @SXMBusiness Channel 132 weekday mornings at 9AM ET/6AM PT.
Sam Coates Sky @SamCoatesSky
266K Followers 6K Following Sam Coates, Deputy Political Editor, Sky News 📺📰🎙️ Politics at Jack and Sam’s podcast🎙️TV by @TomLarkinSky
Holland Gold @hollandgold
4K Followers 181 Following Holland Gold is uw adres voor de aan- en verkoop en opslag van goud en zilver. Wij publiceren regelmatig artikelen en video's over de economie en edelmetaal.
Brett Arends @BrettArends
86K Followers 3K Following Financial reporter, writer, and commentator. Retirement columnist, @marketwatch.
Barry Julien @BarryBondGuy
78 Followers 296 Following
Alex Banks @thealexbanks
150K Followers 130 Following Building a better future with AI. @sundaysignal_
Hindenburg Research @HindenburgRes
610K Followers 0 Following Popping bubbles as we see them. We express strong opinions. Not investment advice.
Andrew “The Worst�.. @Andrew_Stotz
8K Followers 2K Following "The Worst" Podcast Host, My Worst Investment Ever Podcast | https://t.co/mMQcy7YOZX | Dr. Deming fan | Friend of Bill W. | Former CFA Society Thailand Pres.
Julia La Roche @JuliaLaRoche
32K Followers 11K Following Host of The Julia La Roche Show 🎙📺 https://t.co/oaY2z5Txqv Comms @YouSearchEngine
Mario Nawfal @MarioNawfal
1.4M Followers 21K Following Unfiltered Unbiased Verified 24x7 Breaking News | NO BIAS, NO ECHO CHAMBERS: Host of the Largest Show on 𝕏 | Founder & Investor
Byrne Hobart @ByrneHobart
50K Followers 1K Following Types fairly fast. Tweets are map, not territory.
Peter Boockvar @pboockvar
40K Followers 3K Following Chief Investment Officer of Bleakley Financial Group • Editor of The Boock Report • CNBC Contributor
Francois Trahan, M²S.. @FrancoisTrahan
10K Followers 116 Following Founder of the @macroinstitute and Trahan Macro Research. Publishing sell-side research for 25+ years.
@UrbanKaoboy Tens of millions of consumers? At that point, gold would be what? At $15,000 or much higher? A Hunt Brother “the Chinese way”swarm intelligence corner of gold? Let’s have it. Anyway, it seems only two speculators for now seem to matter and I don’t particularly like that aspect.…
$IBIT inflow streak now 71 days which has it officially in the Top 10 all time after passing the ETF One Hit Wonder $JETS (remember JETSanity?). Also passed $BND and $VEA which are cash vacuum cleaners. Lot of mountain still left to climb tho. h/t @thetrinianalyst
People often fail to appreciate that electricity has limited portability, and there is plenty of wasted electricity throughout the world. If only there was a solution that can pay for electricity, can go to remote locations, and can tolerate fluctuations in supply…
Tanzania have shut down five hydroelectric stations in a bid to reduce excess electricity in the national grid. It is the first time Tanzania, which suffers chronic power shortages, has closed hydroelectric stations due to excess production. bbc.in/44ispHh
JUST IN: President Biden proposes increasing capital gains tax rates to 44.6%, the highest since 1922. Currently, the highest long-term capital gains tax rate is 20%. He has also proposed a 25% tax on unrealized capital gains for wealthy individuals. Should this be approved?
S&P 500 with a max pullback of 5.5% in '24 so far. Since 1980, only 4 full years saw a smaller pullback. Avg yr since 1980 with a 14.2% max pullback.
Ironically, the reason that a house often becomes a decent investment in practice is not necessarily the house itself (a depreciating, non scarce asset), but rather the fiat currency short (mortgage) and the forced monthly savings rate (building equity) it comes with.
A house is not a good long term investment just like a car is not a good long term investment. Both are consumption items that decay over time, need regular maintenance, and depreciate in value. Houses are actually worse considering they can't be moved and are taxed annually.
Takeaway #2: The US is an extreme outlier in its low adoption of bitcoin vs. traditional capital flows. Our perspective, therefore, does not reflect everyone’s reality. As proof, the paper includes a great chart comparing cross-border bitcoin flows vs. flows into traditional…
Takeaway #1: Countries that have limited access to the broader global economy are big users of bitcoin on a relative basis. The paper notes: “The magnitudes of the estimated Bitcoin cross-border flows are sizeable with respect to several countries’ GDP, especially in those…
Takeaway #3: The IMF is paying attention to bitcoin. This is a serious paper. It's written by three IMF researchers, includes a survey of relevant academic literature, and takes a sophisticated approach to using using on- and off-chain techniques to determine bitcoin capital…
@jsblokland Of course I do x.com/danielkral1/st…
Public debt to GDP ratios are lower than just before the pandemic in five Eurozone economies. A lazy assumption is that this is due to inflation - not true. Post-pandemic growth rebounds have been more important in 🇬🇷🇨🇾🇵🇹🇭🇷. Only in 🇳🇱 was inflation the main driver.
@jsblokland Indeed, and the pace of the public debt reduction in 🇬🇷🇨🇾🇵🇹 is one for the history books x.com/danielkral1/st…
The unfolding debt reduction episodes in Southern Europe are for the history books. The ones in 🇬🇷🇨🇾🇵🇹 are already the fastest on record - and likely soon to be the largest on record.
I made @zerohedge. What did you do today? zerohedge.com/markets/bitcoi…
@van_Hooijdonk Growth has been a more important driver of debt reduction in Greece since end-2020, subtracting 29ppts of GDP from debt, while inflation subtracted 25ppts.
The unfolding debt reduction episodes in Southern Europe are for the history books. The ones in 🇬🇷🇨🇾🇵🇹 are already the fastest on record - and likely soon to be the largest on record.
Historic debt reductions in small South European economies continue. Public debt to GDP ratio in Greece is now the lowest since mid-2012 (debt write-off), and in Portugal since mid-2010, dropping to below 100%. The two have cast off the long shadow of the Eurozone debt crisis.
1/3 The problem isn't Chinese "overcapacity", @M_C_Klein argues in his latest piece for The Overshoot, but rather Chinese underconsumption, which is itself largely a consequence of the low share Chinese workers retain of what they produce. theovershoot.co/p/chinese-over…
Nothing inevitable about the surge in exports from EU countries to Central Asia. Take Sweden, which brought exports to Kazakhstan back under control. Fact that exports to Central Asia from Germany and Poland are still booming is simply about political will. Or the lack of it...
If the US did not want higher interest rates to add to deficits & inflation, it would be saying "Sorry Ukraine, Israel, & Taiwan, interest rates have risen on our $35T in debt so we cannot afford to give you any more aid." We are not saying that = inflation Higher for Longer.
The US House approved $95 billion in aid for Ukraine, Israel and Taiwan, ending months of political impasse trib.al/DMyG4wg
WE HEBBEN ‘M! 🏆 #CupWinner2024
Trends for United States
You might like
