Kashyap Sriram @kashyap286
Trader/Analyst | Ex - AAO Research, Independent Speculator, The Dollar Vigilante, Value Research Online. Gold, shipping, energy, crypto, tech. MBA - IIT Madras kashyapsriram.com Dubai Joined July 2013-
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My wife said she has never heard of Auric Goldfinger. We're rectifying that tonight.
Meet Elvira Nabiullina, the bold Russian central banker who handled the 2014 Russian Ruble crisis. Putin's knee-jerk response to a collapsing ruble was capital controls and forcing Russians to sell dollars. Elvira initially went along, then did an about-face and free floated the…
Back in March, 1/10 tweets on my feed was #bitcoin ETF inflows. Now that inflows have turned to outflows and $MSTR is off from $2k to $1.25k, suddenly nobody cares. Where have all the #bitcoin to $100k, $IBIT will take over the world crowd gone? There was even a dude who was…
Slowly, steadily, traders are discovering corn has a pulse. Wheat has turned higher. Corn is still in stealth accumulation mode. $ZC_F The continued momentum in commodities and the breakdown of the Mag 7 doesn't bode well for tech.
Slowly, steadily, traders are discovering corn has a pulse. Wheat has turned higher. Corn is still in stealth accumulation mode. $ZC_F The continued momentum in commodities and the breakdown of the Mag 7 doesn't bode well for tech. https://t.co/THJsK3IxHB
The Fed will cut rates and/or end QT next week on the pretext of curbing shelter inflation. Let's say I'm wrong. What's the downside in buying 2Y treasuries here? Leveraged funds are record net short 2Y treasury futures $ZT_F. The positioning is lopsided. Volatility is low.…
The Fed will cut rates and/or end QT next week on the pretext of curbing shelter inflation. Let's say I'm wrong. What's the downside in buying 2Y treasuries here? Leveraged funds are record net short 2Y treasury futures $ZT_F. The positioning is lopsided. Volatility is low.… https://t.co/NwYhQIWi5m
$META analyst on SeekingAlpha: "Meta Platforms' enterprise value to EBITDA multiple of 12 is also far from excessive, which aligns with my belief that Meta Platforms is attractively priced today." EV/EBITDA is not a relevant metric for cash generating businesses with low capex…
Do farts count as methane emissions? "Over the next 30 years, the rule is expected to cut carbon emissions by 2 million metric tons and methane emissions by 16 thousand tons, roughly equivalent to the emissions from 310,000 homes in a single year, according to Energy Department…
$NVDA reported $47.5 billion in data center revenue in FY24, a 217% yoy increase. Assume that growth continues, but be conservative and project a "mere" 100% increase and ka-boom - you have a $95 billion forecast for data center alone, or ~$110 bn in total revenue. To put that…
$NVDA reported $47.5 billion in data center revenue in FY24, a 217% yoy increase. Assume that growth continues, but be conservative and project a "mere" 100% increase and ka-boom - you have a $95 billion forecast for data center alone, or ~$110 bn in total revenue. To put that…
I can understand the mainstream media obsession with interest rates - if your audience is small business owners or ordinary folks with a floating rate mortgage, rates are a top of mind issue. I can even understand financial media focusing on the walking parade of Fed officials…
I can understand the mainstream media obsession with interest rates - if your audience is small business owners or ordinary folks with a floating rate mortgage, rates are a top of mind issue. I can even understand financial media focusing on the walking parade of Fed officials…
Fundamentals only matter once the price goes down. $SMCI
The up-tick rule has only been triggered on two tech stocks on my watchlist - $ARM and $SMCI. This tech sell-off was triggered by long liquidation. Short interest will take a while to come back.
Macro and Trading Conversations x.com/i/broadcasts/1…
Treasury General Account balance spiked from $672.5B last week to $930B this week as tax receipts flowed in. RRPs unchanged. Bank credit and deposits contracted slightly. The mild liquidity drain caused tech stocks to tumble and yields to spike, while the inflation trade…
Treasury General Account balance spiked from $672.5B last week to $930B this week as tax receipts flowed in. RRPs unchanged. Bank credit and deposits contracted slightly. The mild liquidity drain caused tech stocks to tumble and yields to spike, while the inflation trade… https://t.co/b4H8EQTmYu
With copper going up every day, it looks like the great rotation out of tech is finally here. The call buyers seem to be MIA. SoundHound AI $SOUN has collapsed 65% from its March peak. The tech bubble is deflating at warp speed.
With copper going up every day, it looks like the great rotation out of tech is finally here. The call buyers seem to be MIA. SoundHound AI $SOUN has collapsed 65% from its March peak. The tech bubble is deflating at warp speed.
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.
🏴☠️ @calvinfroedge
32K Followers 2K Following Investor & Entrepreneur. American living and investing most of the last decade in LatAm. I run a service for shipping and commodity investors @MarhelmData
Fabi @TheNextBigRush
12K Followers 2K Following Speculator in Mining. Sign up for top resource investing news 3 minutes a day: https://t.co/3R8Kmcchv8 ✝️ = ❤️
Lawrence Lepard, "fix.. @LawrenceLepard
172K Followers 20K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
Cory Klippsten | Swan.. @coryklippsten
231K Followers 11K Following Zero fees on your next $10k of BTC at https://t.co/JJJ9dVed99 | https://t.co/ZAGBc7ccKE tix on sale! 🏀🌴 Oct 18-19, LA | CEO @Swan 🦢| Bitcoin & Family | press: [email protected]
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Ultradeep @Ultradeep3
7K Followers 1K Following
AllThingsVentured @AllVentured
10K Followers 784 Following Trade, shipping, commodities. Not investment advice.
Paco de la India @RunwithBitcoin
16K Followers 2K Following Crowdfunded a 41 country Journey using Bitcoin. #npub1v67clmf4jrezn8hsz28434nc0y5fu65e5esws04djnl2kasxl5tskjmjjk
PEAK District Metals @U308Andy
4K Followers 1K Following Mining ⛏️ Uranium energy investor $DEV $PANR $DYL $AQI $EL8
Ol Bol @OlBolsky
20 Followers 114 Following
Jyesht @eureka_nowait
59 Followers 313 Following
Sriram @Sriram94641637
77 Followers 496 Following
George Davison @George_Davison1
72 Followers 290 Following
World Press Watch �.. @worldpresswatch
2K Followers 4K Following
Wichita2000 @wichita2000
108 Followers 206 Following
Dogthebountyhunter @charlebronson77
111 Followers 554 Following English isn't my first language,it's my only language.
Harvey Y. @AquaeousTiger
98 Followers 2K Following News Buff, Businessman, Tech Savy, Concerned Citizen, La Sallian.
Malou Tiquia @maltiq
56K Followers 4K Following CEO. Author. Strategist. Columnist @TheManilaTimes. Designed, ran & managed int’l, national & local campaigns since 1995. AB PolSci, MPA, MA, PhD (c)
tansuanhwee @suanhwee
216 Followers 2K Following
Glenn Coffee @vgc120
997 Followers 2K Following A room without a book is like a body without a soul - Cicero
Adam R. Fisher @adam_r_fisher
3K Followers 5K Following Insurance, Finance, Big Data, Product Management, Data Science, Data Engineering.
Oguz Orucoglu @OguzOorucoglu
120 Followers 959 Following
Emmanuel Neewhang @eneewhang
116 Followers 195 Following Applying predictive principles to forecast market movements. Macro economics and trading 💹 Growth isn't linear.' 📈
The Italian Speculato.. @The_speculator1
52 Followers 279 Following Italian Trader & Investor. Market analysis only, no financial advice!🇮🇹🇺🇸
Stefan Steinhardt @stefansteinhar1
818 Followers 4K Following
hugh swire @SwireHugh
616 Followers 1K Following
JL @JL07755836
0 Followers 946 Following
23Liza23 @23Liza23
574 Followers 402 Following
Navi @Navi75554483
48 Followers 297 Following
b g srinivas @bchethana
366 Followers 5K Following
ＰＲΛＮΛＶ @Sopranavs
296 Followers 3K Following Philosophy = Star Wars | Management = The Sopranos | Politics = Game of Thrones | Justice = Lincoln Lawyer
whatever @VWolf66
6 Followers 221 Following
Kevin Duling @kdinvestors
1K Followers 904 Following -President of kd investors. Helping growers throughout the world with grain markets -Dad, Outdoors, Hiker/Runner, -Saved by Grace
alexandru cosmin @Nicualexandr
13 Followers 59 Following
TeeJay @z500_tj
270 Followers 556 Following Anti-fragile. Pro skeptic, since bullshit abounds. Libertarian, since much of what Republicans & Democrats believe about govt, society & individuals is silly
Dang @Dang57404287
339 Followers 1K Following What the hell was in that whisky! Non-interventionist.
JGMS @JGMS_Invest
1K Followers 5K Following Speculation & Investment - Exploration & Discovery - Value & Growth - Gold Silver Mining & Natural Resources ASX-TSX-LSE since 2007 - Cycles - More to Learn
Athul M @AthulM22328275
105 Followers 453 Following
Brian Marshall @BrianMa93933944
89 Followers 173 Following
TJK Leading Indicator.. @TraderJackKiss
221 Followers 1K Following Macroeconomic (and Price Action) Models Driving Trading Decisions.
Nicholas Kinberg @NicholasKinberg
197 Followers 3K Following
Ling_4608 @Christine091219
783 Followers 1K Following
t @TYousifein
136 Followers 159 Following
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
Alf @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.
Tracy (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 podcast
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
🏴☠️ @calvinfroedge
32K Followers 2K Following Investor & Entrepreneur. American living and investing most of the last decade in LatAm. I run a service for shipping and commodity investors @MarhelmData
Uranium Insider @uraniuminsider
69K Followers 1K Following Leading Newsletter solely focused on nuclear energy & uranium equities. Inception-to-Date Performance: +444% ($100,000 on August 1, 2019 now worth $544,000).
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.
Art Hyde @JekyllCapital
16K Followers 966 Following PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.
Javier Blas @JavierBlas
296K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Lobo Tiggre @duediligenceguy
32K Followers 133 Following Speculator. Analyst. Author of independent due diligence reports. Free, no-spam, no-hype weekly digest available only here. 👇
J Mintzmyer @mintzmyer
32K Followers 349 Following Maritime shipping researcher, trade/sanctions PhD from @Kennedy_School. Founder of @Shipping_VIE. Follow for #shipping market updates.
Markets & Mayhem @Mayhem4Markets
191K Followers 844 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/6JCVhP36Fn
Santiago 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 ADVICE
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 951 Following I am not as smart as I sound, so please don't listen to me
George Noble @gnoble79
57K Followers 3K Following 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.”
Lawrence Lepard, "fix.. @LawrenceLepard
172K Followers 20K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
Max @Max_Aragorn
564 Followers 498 Following Changing our world for better! Focus on: Mankind, Multilateralism, Monetary, Myths, Media, Monopolies,… https://t.co/BvOxHcOGjM
George Hadjia @GHadjia
8K Followers 1K Following Founder - Bristlemoon Capital Writing about companies to help you understand them Subscribe https://t.co/qMdR4HXhka Views not investment advice
3L Capital @3L_Capital
151 Followers 394 Following Innovative & Progressive Boutique Investment Bank on a mission to connect Investors with Value-Driven Companies & Leaders
Ameeta Sanghavi Shah @AmeetaSanghavi
848 Followers 783 Following A mind detective & co-journeyer for soul mind body wellness, mindbody medicine, relationship & personal empowerment, therapist, trainer, facilitator, coach
1911 Gold Corporation @1911goldcorp
163 Followers 17 Following We're pioneering the next generation of precious metals exploration and production in Canada. TSX-V: AUMB
Count Draghula @countdraghula
19K Followers 501 Following Macro trading is dead, because markets aren't allowed to find fair value.
Seabreeze Partners @SeabreezeLP
3K Followers 9 Following
The_Realist @theorereporter
710 Followers 551 Following Junior Mining and Exploration Analyst for 3L Capital (As of Fall 2023). https://t.co/ZUQbTzlbSX Not investment advice. Do your own Due Diligence.
HFI Research @HFI_Research
60K Followers 99 Following Contrarian Investment Research: Energy (Oil & Gas)
Mayor of Offshore Dri.. @offshoremayor
3K Followers 2K Following Captain of a deepwater drilling asset
Avalanche 🔺 @avax
1.0M Followers 608 Following #Avalanche is the future-proof blockchain built to scale. Build any thing you want, any way you want on the most developer-friendly Layer 1. RT ≠ endorsements.
Chumbawamba @chumbawamba22
21K Followers 75 Following ** your bias is my opportunity ** if you trade on solana, try bonk bot (please use my ref link!): https://t.co/dLg5zaifaE
Nostra, House of Gold @Nostre_damus
17K Followers 425 Following Profit of Doom | I see the future | Economist | Strategist | #Macro #Geopolitics
Kai Hoffmann @JrMiningGuy
4K Followers 363 Following Host of Soar Financially & Gold Newsletter | Jr Mining Fanatic | Director of $LAB.v & $TG.v | Professional Account @soarfinancial | #BVB #Broncos #gold #silver
Bloomberg @business
9.5M Followers 78 Following The first word in business news. Newsletters: https://t.co/nWaCxHTiks Podcasts: https://t.co/096e9xMJF7 Hong Kong Edition: https://t.co/fmkJ3ElWry
Bloomberg Opinion @opinion
536K Followers 887 Following Opinions on business, economics, technology and more from the columnists at Bloomberg Opinion.
Peter Schiff @PeterSchiff
1.0M Followers 297 Following Chief Economist & Global Strategist https://t.co/X35usGhhgW, Chairman https://t.co/Ib5G6n78js, Founder https://t.co/a2VnvnhiKN, Host https://t.co/YAV1Kdqb51
Darren 🥚🐣🕊�.. @ReformedTrader
14K Followers 180 Following Trend, value, quality, carry, and volatility... Strength is made perfect in weakness. See the pinned tweet for compound return generators.
Brendan Ahern @ahern_brendan
8K Followers 528 Following China/EM CIO responsible for +$6B Author of https://t.co/1FuX6wbJUT Personal opinions views & not advice KraneShares Funds' Prospectus & Disclosures https://t.co/9KJyrMutM1
Mojo @Mojo_flyin
558 Followers 278 Following EVs | Tech | Autonomous | Macro economics. Not investment advice. Not short. Occasionally I rattle the cage. Intelligent debate welcome. @hole's blocked.
Climent Molins @ClimentMolins
3K Followers 226 Following Head of Shipping Research at @Shipping_VIE Shipping, stocks, and commodities. Not investment advice, do your own DD.
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Nick Timiraos @NickTimiraos
324K Followers 111 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Craig Shapiro @ces921
15K Followers 1K Following Macro Advisor: Bottoms up industry/company fundamental analysis w/ top down macro framework. https://t.co/4ET7W0Xf1M
Pavel | 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_com
Andrew Mossman @laser_eyed_maxi
218 Followers 121 Following Financial Controller - @CormintInc One night a wild young cowboy came in, wild as the West Texas Wind
pennyether @penny_ether
4K Followers 256 Following Public BTC Miner analysis, like no one else. Won't take refuge in the false security of consensus (except BTC). Critical thinker, happily accept corrections.
Cameron Winklevoss @cameron
720K Followers 2K Following Co-founder @gemini Co-founder @winklevosscap Guitars @marsjunction
Gold Stock Trades @goldstocktrades
18K Followers 4K Following Metals and Mining ⛏️ Not investment advice. For information and education only. Do your own due diligence. Assume conflict of interest. #gold
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
The Northern Miner @northernminer
25K Followers 1K Following ⛏️ Mining news and intelligence since 1915.
Warren Irwin @ItsWarrenIrwin
8K Followers 214 Following Rosseau Asset Management President & CIO BMath, MBA, CFA, Mining & Oil Investor - Nuclear Energy Fan!!!
New Low Observer @NewLowObserver
12K Followers 935 Following Dow Theory, Price, & Research Specialists.
Harald Malmgren @Halsrethink
69K Followers 3K Following Economist, geopolitical and geosecurity strategist. Co-Founder of Malmgren-Glinsman Partners, Co-Founder of Malmgren Institute
Doc Jones Resource In.. @drjimjonesceo
7K Followers 1K Following Private Activist Investor in Resource Sector. My money on my Due Diligence, no one pays me, complete independence. Learn to earn. Eco, Geo, Finance.
WTI Realist (Profitee.. @WTIBull
19K Followers 115 Following
OSINTdefender @sentdefender
1.1M Followers 792 Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPr
我爱白银!!! ❤️❤️❤️❤️ I LOVE #SILVER 😅❤️❤️❤️
@DaddyPsyops @Silver19131971 @NewLowObserver @KingKong9888 @ComstockRoyalty Keep Selling. A big buyer is coming.
weekend farm visit.. ready for harvest!!! 🍍🍍🍍 one investment without worry of 1% TDS and 30% tax. real farming. real yields.
@200pipss The DIF making uninsured depositors whole at such a tiny bank under the systemic risk exemption is worthy of the attention imo. It would be hard for the govt to articulate the case for this without igniting a panic.
So the take away from all this isn’t the imminent collapse of the financial system as some will surely claim. The real story is that once more the wealthy get bailed out while the avg person pays for it & the financial press tows the party line instead of asking questions. 🤬
But that means the FDIC is telling us this tiny $6B bank’s wealthy clients losing money would somehow represent an existential crisis for the financial system as a whole. That seems implausible at best, an insult to our intelligence at worst 😡
🧵 The Republic First Bank failure is a relative non-event imo. It’s a tiny bank that quietly failed last year for reasons we already knew about & we’re just now hearing about it. But as always, something here doesn’t pass the sniff test 👃
"FUNNY. The DTCC announcement was only 2-3 hours after Saylor was done on his pump and dump plan." H/t @GraphFinancials #SoldToYou #Bitcoin
Did Blackstone lose 420m$? Of course not, at most they lost ~180m$, although more likely they lost ~120m$ since these deals were financed on average at 80% LTV in the ZIRP years… So who did lose ~300m$? Banks and CMBS holders (often pension funds)
Blackstone has sold 1740 Broadway in New York for a $420 million loss. They purchased the property for $605 million in 2014 and it sold for just $185 million. #MacroEdge
Elvira Nabiullina is het best CB in the world! US/EU have the worse, always wrong and service a political agenda.
Meet Elvira Nabiullina, the bold Russian central banker who handled the 2014 Russian Ruble crisis. Putin's knee-jerk response to a collapsing ruble was capital controls and forcing Russians to sell dollars. Elvira initially went along, then did an about-face and free floated the…
@kashyap286 I always enjoy reading what she has to say when it comes up in my feeds.
Comments are good- food for thought all round.
Meet Elvira Nabiullina, the bold Russian central banker who handled the 2014 Russian Ruble crisis. Putin's knee-jerk response to a collapsing ruble was capital controls and forcing Russians to sell dollars. Elvira initially went along, then did an about-face and free floated the…
At this point I don't see many reasons to be on any other social media platform other than Twitter and YouTube. The rest make me walk away feeling like I just wasted that portion of my life. Anyone feel the same?
Not that anyone really cares but one last comment on the Marhelm thing because it really does affect everyone else trying to do something similar. To all the comfortable middle and upper class men that have egged Calvin on -- you're more of a problem than you think. Part of the…
@Rowan_M_Wood @kashyap286 Congratulations Japan, you are now a "western" country, a status you always wanted. But you are still a vassal. Independent CB control? Sorry, you don't have it yet, because you are second tier vassal. Got it?
If I lose 2.5% on a trade in crypto I consider that break even
I was wrong about the BoJ intervening. Turns out the BoJ doesn't care about the currency it issues. I lost 2.5% on the trade. Everyone thinks the Fed is going to hike or hold rates steady because of high inflation. What if the Fed doesn't care about high inflation? Buy bonds,…
@SantiagoAuFund 💲milkshakes taste like $hit… Taste like $hit, $mell like fart… youtu.be/YfuagV_sVGw
@mrwebber4 @kashyap286 Bernanke effect. He “advised” BOJ back in the day. They gave him a Nobel prize for destruction
@kashyap286 I'm making a point that (1) there is zero reason to feel bad for him and (2) there's plenty of things the usg could've done if he didn't comply with a deal that would've hurt many more people and their wallets.
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