Kevin Muir @kevinmuir
All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter. themacrotourist.com Toronto, Canada Joined July 2008-
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60-40 portfolio spotted at the Met:
It was a pleasure to join @kevinmuir on @TheMarketHuddle podcast to discuss market structure, algorithms, retail trading, and AI along with my colleague Peter Haynes at TD Securities. Check out the full interview here: youtube.com/watch?v=ZgHeI9…
@kevinmuir thought you might find this interesting
@kevinmuir thought you might find this interesting
.@kevinmuir & @PatrickCeresna welcome to the show, Jenny Hadiaris head of market structure at TD Cowen & Peter Haynes, head of index and market structure research at TD Securities. They discuss the evolving markets, how the markets have changed & where they may be headed next
Japan's Kanda says he has "nothing to say on whether we intervened on yen". I don't know any Japanese, but suspect a better translation might be something like: "Listen you morons, isn't it obvious? Do I have to spell this out for you?"
@WarrenPies @KlendathuCap @donnelly_brent Your interview with @TheMarketHuddle and @kevinmuir was fire and free alpha: youtu.be/W09IncUVgfA?si…
On this weeks Huddle +, @kevinmuir welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, @WarrenPies. They discuss Warren's predictions on oil and stocks, as well as his insights on future market trends.
Hey folks, does anyone have a contact at ProShares ETFs? I want to talk to someone in their business development unit, but was hoping that maybe I could get an introduction to smooth it along. Thanks! Kev
Canadian readers are really going to appreciate the title of this week's note on the Ag traders. Make sure you are on the list. $ADM $BG $GLEN #SundownintheParisofthePrairies #TragicallyHip. Looking at you @kevinmuir (and thanks for the 'Hip discovery' playlist!)
@MadelnCanada Be honest @LJKawa @kevinmuir @aRishisays one of you has a Moose as a pet right? 😂🤪🍁🫎🫎🍁
Good morning Canada, What's more Canadian than this lol
@NUMISMATICS9 @MadelnCanada @kevinmuir @aRishisays Not as a pet, but as an equal and noble member of the household
@kevinmuir @PatrickCeresna @TheMarketHuddle this somehow seems like it happened youtu.be/PWZF1O3DGFY?si…
@DannyDayan5 @kevinmuir As usual @kevinmuir is a terrific interviewer with deft no-ego questions. New respect for Danny and his straightforward approach. So humble and 🇨🇦
Is it time to short the market? @kevinmuir of The Macro Tourist reveals he is already net short He sees asset price volatility returning to a level higher than the market is prepared for Hear what he thinks lies in store youtu.be/ZU_7Ey8m51Q
Six years ago, @PatrickCeresna invited me on MV (which I bombed), but it kicked off a great friendship. I will forever be grateful for my @TheMarketHuddle co-host, and I am sure I speak for 'huddlers-the-world over, when I wish the nicest podcast-partner-a-guy-could-ask-for, a…
Had a great time discussing macro and markets with @kevinmuir yesterday after the close. We cover a lot of different topics in the wide ranging conversation, so I hope you enjoy it!
Had a great time discussing macro and markets with @kevinmuir yesterday after the close. We cover a lot of different topics in the wide ranging conversation, so I hope you enjoy it!
It's interview only this week to give @PatrickCeresna some much needed R & R. So @kevinmuir welcomes, @DannyDayan5 from Macro Musing. They discuss how the FED has lost control of financial conditions & why inflation will be higher than the market expects in the coming years.
And MXN is going out unch on the day. Thanks for playing “EMFX trader”, we have some lovely parting gifts.
Kuppy @hkuppy
138K 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 264 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
Josh Young @Josh_Young_1
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Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Andy Constan @dampedspring
135K Followers 333 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Bob Elliott @BobEUnlimited
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contrarian 8888 @contrarian8888
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Grant Williams @ttmygh
136K Followers 927 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
coloradotravis @coloradotravis
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ʎllǝuuop ʇuǝɹq @donnelly_brent
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Jared Dillian @dailydirtnap
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Joseph Wang @FedGuy12
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Lawrence Lepard, "fix.. @richardwest989
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Reluctant Contrarian @therapidtide
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Kuppy @hkuppy
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Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Josh Young @Josh_Young_1
96K 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 endorsements
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Andy Constan @dampedspring
135K Followers 333 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Bob Elliott @BobEUnlimited
139K Followers 689 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
contrarian 8888 @contrarian8888
60K Followers 836 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Grant Williams @ttmygh
136K Followers 927 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 816 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 order
James Jude @Jimmyjude13
76K Followers 897 Following Trader, Merc Jerk, Eurodollar/S&P Options/VIX, CME/ NYMEX alum, writer. Technical advisor and content creator at https://t.co/mVmFgmozNd
Jared Dillian @dailydirtnap
83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Joseph Wang @FedGuy12
160K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
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.”
Kevin Bambrough @BambroughKevin
45K Followers 439 Following Retired Investment Professional on the side of truth and fairness. Tweets are just my opinions and not advice or recommendations. Looking for 10x in 10yr stuff
Jeffrey P. Snider @JeffSnider_EDU
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Jack Farley @JackFarley96
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George Robertson @BickerinBrattle
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Canadian Dividend Inv.. @CDInewsletter
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Tyler Meredith @tylermeredith
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Matt Caruso, CFA, CMT @Trader_mcaruso
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177 Followers 381 Following Little hand says it's time to rock and roll. #cheapie
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Adam Taggart @menlobear
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PDS @TopadoDuran
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5K Followers 5K Following ex GS (The Other Kunal is Still Happily at GS). First amendment advocate. Becoming a fan of the Fifth too. Okay the fourth too. Here to learn.
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609 Followers 380 Following Angel Investor and Managing Partner of C2 Capital Management. Provides capital & mentoring to #FinTech #AlternativeData #Traders #AI #Crypto #Blockchain $CME
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4K Followers 1K Following Individual investor and trader.Endurance athlete, avid cyclist, swimmer, runner, and triathlete. #fintwit #macro #oldwallwarrior #5Real Not investment advice
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Turkish Kebab @goodkarma4344
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170 Followers 631 Following PM that invests across asset classes and geographies. All posts/re-tweets personal and not firm related. Not advice or an offering.
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40in20out @40in20out
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Paul, not a CFA @Investmentideen
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Patrick Fox @RealCynicalFox
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Chris Arnade 🐢🐱.. @Chris_arnade
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Judah Rhodie @judahrhodie
8K Followers 593 Following Ex-HF CEO, ex-BD/PD CEO now born again Macro trader. FX, 🚢, energy and commods 🇬🇧🇺🇸 Nothing should be construed as investment advice or a cookery channel60-40 portfolio spotted at the Met:
It was a pleasure to join @kevinmuir on @TheMarketHuddle podcast to discuss market structure, algorithms, retail trading, and AI along with my colleague Peter Haynes at TD Securities. Check out the full interview here: youtube.com/watch?v=ZgHeI9…
@kevinmuir still following the Sahm indicator? it's rising....! fred.stlouisfed.org/graph/?g=1nkV1 #FRED @stlouisfed
It was either that or 'It's the end of the world as you know it'. Choices, choices. Monday note now in your inboxes! H/Ts: @pineconemacro @KYRRadio @PauloMacro @kevinmuir @donnelly_brent @inflation_guy @TheTranscript_ @marketplunger1
@kevinmuir :)
@kevinmuir thought you might find this interesting
Can biotech startups upstage big pharma? Percentage of clinical trials run by small biopharma over 70% of total. $XBI economist.com/business/2024/…
@kevinmuir @PatrickCeresna interesting discussion about commodities and the comments about how awful the ags have been, and while nat gas has been quite painful as well, the underlying stocks have been quite resilient relative (opposite to how much gold stocks lagged at first).
@Geiger_Capital Even more insane is that you don’t realize you’re in the same boat as him (possibly worse?!) when it comes to understanding monetary mechanics!! Watch the rest of that movie and you’ll see how these tweets are just as insane 😂
@kevinmuir @PatrickCeresna @TheMarketHuddle Recently found @TheMarketHuddle and Big Picture Trading, absolutely love!! Thanks Gentlemen Philip
.@kevinmuir & @PatrickCeresna welcome to the show, Jenny Hadiaris head of market structure at TD Cowen & Peter Haynes, head of index and market structure research at TD Securities. They discuss the evolving markets, how the markets have changed & where they may be headed next
📺The series finale of 'The Fall Guy' aired 38 years ago, May 2, 1986, on ABC
16 years ago today, we were awarded the National Arts Centre Award at the 2008 Governor General's Performing Arts Awards Gala. In conjunction with the event, the NFB produced the short documentary “Family Band”, directed by David Battistella. Have you seen the film?
The overwhelming majority of economists or strategists/investors on Fintwit asked this question would respond roughly the same way as he did. Everyone has an opinion on MMT, but very few understand monetary operations enough to formulate intelligent criticism.
Unfortunately, this clip is being politicized. The issue is very few economists or politicians on either side of the aisle understand monetary operations. MMT does, which is why it’s the best lens to understand the economy.
The goddamn pinnacle of fine 80s dining.
Spotted 👀 @NHL @MapleLeafs @NHLBruins
Almost every single question on the Dominion Energy earnings call this week was about data centers. (Only one of the 5 analysts that asked questions did not ask about data centers...)
I love that one of the criticisms of MMT has been that "There's nothing new there. Economists already know all that." Yet they can't answer basic questions every MMTer could answer in their sleep.
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