Macropotamus 🦛 🤡🚗 🐉 @macropotamus
Macro observer swallowing all things macro. Views are mine alone, mostly incoherent thoughts. Not investment advice or recommendation. Joined November 2019-
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SONIA traders pretending to work.
SONIA traders pretending to work.
Possible, but not likely. The totality of data still points to continued disinflation ahead.
Possible, but not likely. The totality of data still points to continued disinflation ahead.
Second tier inflation data for April, in headline and ex-volatiles terms the inflation gauge has lost all momentum. Trimmed mean inflation soft also. Talk of rate hikes will continue to fade as the data continues to print weak.
I have been helping defeat inflation by cutting my own hair since Covid.
IFRI (France's leading foreign policy think tank) just published -- in French and English -- my new paper thinking through the strategic implications of Sino-American financial interdependence. 1/ ifri.org/en/publication…
$SPX net 12 mo forward estimate revision momentum surging in 1Q earnings season.
.#Economic forecasters have finally accepted positive supply-side forces, such as increased levels of immigration, into their estimates of #LaborMarket growth, so it’s not surprising that consensus resided at near 250,000 jobs for April…
Oh shit…
The moments that define you occur when you're forced to confront your limits. You will either choose to: - Take on the challenge, or - Back down. Those choices tell yourself who you are. Taking on hard things, makes it far more likely you'll keep taking on hard things.
Our Australian Pipeline Inflation Indicator is continuing to trend down.
After testing with his hand and saying “There is a line on it,” he proceeded to test the anti-pinch with his finger and got a deeper line. I can’t even. 😂
After testing with his hand and saying “There is a line on it,” he proceeded to test the anti-pinch with his finger and got a deeper line. I can’t even. 😂
Of 310/500 S&P 500 companies reporting (67.3% by weight) Sales: +4.1% (+0.9% surprise) EPS growth: +4.4% (+8.5% surprise) All 11 sectors have a positive earnings surprise on average, so far. Via WisdomTree's earnings dashboard (🙏 @JeremyDSchwartz) cc: @philrosenn
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Lily @nope_its_lily
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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
cephalopod @macrocephalopod
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𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Corey Hoffstein 🏴�.. @choffstein
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Dario Perkins @darioperkins
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Joseph Wang @FedGuy12
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Rishi Mishra @aRishisays
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Macro “KING LEEROY�.. @MacroTactical
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Stat Arb @quant_arb
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Ed Bradford @Fullcarry
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Kris @KrisAbdelmessih
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Brad Setser @Brad_Setser
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baufinanciaphaster �.. @bauhiniacapital
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Ary 🦅 @bighedgeguy
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cherry-picked saucer .. @C__Metaphor
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SaaD.A.Alqurishy @Saad_____1
933 Followers 5K Following مقتنع جدا بالصراع داخل كل منا بين الخير والشر بين الظوابط والرغبات بين كل المتناقضات ودونما ضعف يسكننا فنحن بشر. لسنا بملائكه ولكن لسنا بشياطين.
Mikey @john_laplaca
475 Followers 5K Following
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Michael @letsgomike888
44 Followers 87 Following I'm a retired CFO with an engineering background. My passions revolve around economics, investment, science & technology, history, and travel.
BeachBumCapital @beachbumcapital
2K Followers 5K Following Rum & Equities...what can go wrong : Not investment advice; do your own due diligence
Mohamed Ameen | مح�.. @mohamedameen_93
14K Followers 2K Following أشارك آرائي عن الاقتصاد والاستثمار في البورصة والعملات الرقمية. مؤسس https://t.co/0rlXGQ023F ماجستير الذكاء الاصطناعي من @GeorgiaTech ماجستير التحليل المالي من @SOAS
Xavi Gallart @xaviergallartf
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Jack Shepard @jack_shep0
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Bruno @brun0dantas
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anon @usogui_dr
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IIII @paek_john
138 Followers 355 Following
Jacob Thompson @Jacob1Thompson
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Luis Colunga @sinnet3000
316 Followers 272 Following
Joe Olashugba @JoeOlashugba
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Puneet Sharma, CFA @MrPuneet1987
323 Followers 528 Following Analysing FX/Rates, umm..throw in some Stocks & Macro...oh and yeah Politics. Patriot | Progressivist | Mr. Talk-a-Lot | Failed Humorist Usual Disclaimers 🎃
Andrew @AQP15
66 Followers 194 Following
_arcapital @_arcapital
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Duncan @Furios0_D
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AZIZ @Aziz_ElMokhtar
83 Followers 288 Following 𝙲𝚘𝚍𝚎 𝚒𝚜 𝚝𝚑𝚎 𝚐𝚛𝚎𝚊𝚝 𝚎𝚚𝚞𝚊𝚕𝚒𝚣𝚎𝚛. | 𝙿𝚛𝚎𝚟𝚒𝚘𝚞𝚜 𝚊𝚌𝚌𝚘𝚞𝚗𝚝 𝚜𝚞𝚜𝚙𝚎𝚗𝚍𝚎𝚍 @Mohamedazizelm4
K Veretinskii @KVeretinskii
109 Followers 2K Following
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Lily @nope_its_lily
76K Followers 2K Following CIO and founder. Tweets are not financial advice and autodelete. Tweets do not reflect my employer's views. Lily's Forever Portfolio: https://t.co/f0mNuyrjaJ
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
cephalopod @macrocephalopod
46K Followers 573 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideas
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 815 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
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
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Rishi Mishra @aRishisays
18K Followers 458 Following Rates strategist | Patriot | Feminist | Allergic to hypocrisy. Follow me for some cheap tricks & cheesy one-liners! Whack follol de rah!
Macro “KING LEEROY�.. @MacroTactical
23K Followers 1K Following Elite || markets are just positions. macro thinker. intraday cross asset. Simply Effective
Ed Bradford @Fullcarry
47K Followers 428 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
the ghost of groditi�.. @GRoditiD
20K Followers 555 Following Personal opinions of Guillermo Roditi Dominguez. hates: prison industrial complex. ❤️: water infra. he/him
686 Ebullient Prism @686Prism
8K Followers 730 Following Forerunner AI and Monitor of Line Installation 1-4. Unethical and have no regard towards a beings consent for inspection - art powered by @where_is_hardo & co
Kris @KrisAbdelmessih
31K Followers 3K Following Stay groovy 🤙DMs open σ https://t.co/p0ss9OuitP 💡Twitter list curator 🎲Boardgames 👽Vol trading 🎸Guitars
Wall Street Gossip @WallSt_Gossip
11K Followers 52 Following A @HighYieldHarry brand. Gossip Central for the Wall Street community (130k+ on Instagram) Free Newsletter: https://t.co/Mnhl1pGHNO
Katia Porzecanski @KatiaPorzo
23K Followers 1K Following NY bureau chief for @business. Opinions my own. Tips? send to kporzecansk1 at bloomberg dot net
Markku Kurtti @markku_kurtti
3K Followers 243 Following Engineer exploring the world of investing. In the absence of alpha, harvesting various beta. The author of investing blog https://t.co/vKZMEyYyM2
jedimarkus77 @jedimarkus77
36K Followers 464 Following Recovering former CME member; 29+ years trading. Tweets are random nonsense and NOT recommendations! Trading and comedy... it's all about timing
Buitengebieden @buitengebieden
2.8M Followers 74 Following Welcome to the positive side of 𝕏. I’m Sander from the Netherlands. All copyrights belong to their respective owners! DM for credits/removal/submission!
Dave Morehead @CIO_Baylor
1K Followers 56 Following Husband. Father. Investor. Baylor University endowment. Thoughts on non-profit portfolio management.
Nik “The Carny” L.. @NikLentz
26K Followers 466 Following UFC Top Ten FW. 25x UFC veteran. Coach @KillCliff_FC. Idiot Savant Speculator (VIX/SOFR/ES) Wannabe Quant. Hater to Believer! Lysanna/Lavinia's Dad ❤️ JESUS
SpyTalk: Intelligence.. @talk_spy
8K Followers 4K Following Official Twitter page for SpyTalk, fm Jeff Stein @SpyTalker & a team of natsec pros. Also catch our podcast on Apple or wherever. https://t.co/l4IZrlgHcK
PolyMacro @thepolymacro
2 Followers 26 Following Insights from the intersection of markets, policy, and national security.
WisdomTree @WisdomTreeFunds
241K Followers 434 Following Our mission—create a better way to invest. Follow us for innovative insights, ETF education, and more. Important disclosure: https://t.co/4MmU3988Vv
Jeremy Schwartz @JeremyDSchwartz
19K Followers 2K Following Global Chief Investment Officer @WisdomTreeFunds. Host of Behind the Markets @SXMBusiness Powered by @Wharton @SiriusXM 132 https://t.co/vIyXAnNYli
C G @CGMadison123
5 Followers 15 Following
Constance L Hunter @ConstanceHunter
9K Followers 2K Following Macroeconomist|Triangulating Data|@nberpubs Board|Data Junkie|Policy Wonk|my own views| #Econ101 #SecretLivesOfEconomists
James Fridman @fjamie013
2.3M Followers 1 Following Do not submit any personal photos that you do not want to be made public. Terms and conditions apply. https://t.co/WWtgLUfRED
Graham Allison @GrahamTAllison
31K Followers 461 Following Douglas Dillon Professor @Kennedy_School | Former Director @BelferCenter | Author of "Destined for War: Can America and China Escape Thucydides Trap?"
Dirty Texas Hedge @HedgeDirty
19K Followers 343 Following Just here to say things which are true but too unprofessional to put my name on #EFT "I've been ballin' since we had to take the TAAS test" - Lil Flip
Cooking with Chris @coookwithchris
178K Followers 725 Following Nutrition | Cooking | Lifestyle. I’ll help you be the healthiest version of yourself while eating food you love. ALL of my recipes 👉https://t.co/AFB0PdnJ8P
Bondvillain @aymeric70
627 Followers 532 Following
Africa Research Desk @MightiJamie
145K Followers 8K Following LEGAL AND POLICY RESEARCHER. ANALYST. COMMENTATOR. LLB WITS. PDBA WITS. LLM STUDENT. 🇿🇦 🇿🇼 🇿🇲
Alex Etra @EtraAlex
4K Followers 2K Following Senior Macro Strategist, Exante Data. Ex-Fed. Views my own. @exantedata
George Selgin @GeorgeSelgin
27K Followers 661 Following Free-market monetary guy who has lucid moments. Director Emeritus of @CatoCMFA. I promise not to waste our time by saying things you expect me to say.
Alex Isakov @x1skv
2K Followers 492 Following Russia & CEE Economist at Bloomberg. Views mine. https://t.co/DuspNGAmtX
mediocrebuysideanalys.. @volisdead
675 Followers 403 Following equity volatility / macro portfolio manager at multistrat hedge fund
Björn van Roye @RoyeBjorn
1K Followers 971 Following Head of Global Economic Modelling bei @Bloomberg, Lecturer @oxfordecondept - ex @ecb, ex @kielinstitute, views are my own
Giuseppe Paleologo (a.. @__paleologo
7K Followers 246 Following Stanford, IBM Res (Math), Citadel, Millennium, Hudson River Trading, future Balyasny. Trying to figure out things. Wrote a book, working on a new one.
Kathleen Hays @Kathleen_Hays
10K Followers 2K Following Econoqueen. Follower of Fed, global central banks & forces that drive them. https://t.co/tdg320AYOq Kathleen Hays Presents: Central Bank Cental.
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
François Chollet @fchollet
471K Followers 770 Following Deep learning @google. Creator of Keras. Author of 'Deep Learning with Python'. Opinions are my own.
SA Reserve Bank @SAReserveBank
132K Followers 553 Following The purpose of the South African Reserve Bank is to achieve and maintain price stability in the interest of balanced and sustainable economic growth
Yaron Naymark @1MainCapital
28K Followers 757 Following Tweets are informational only, never investment advice.
Sheep of Wall Street @Biohazard3737
50K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
QF Research @ResearchQf
9K Followers 599 Following PM at large institutions over 20Y. Investments decisions are your responsibility. Analyze distributionally but non-deterministically.
John Cochrane @JohnHCochrane
51K Followers 112 Following The Grumpy Economist. Senior Fellow, Hoover Institution. Opinions are mine alone and do not represent the position of the Hoover Institution or Stanford Univ.
Lesetja Kganyago @KganyagoLesetja
53K Followers 319 Following South African Development Economist with a passion for Finance. Governor of SARB. https://t.co/FdOHzln8Vp Governor of the year 2018. RT & likes not endorsements
OpenAI @OpenAI
3.5M Followers 0 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Alex Manzara @AlexManzara
3K Followers 215 Following
Alex Fleming @hughesanalytics
3K Followers 1K Following Systematic Long/Short Equity S&P100, Algorithmic Futures, Financial ML.
Gina Martin Adams @GinaMartinAdams
16K Followers 788 Following Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a division of Bloomberg LP, and is based in New York, NY.
Schoebs @willschoebs
6K Followers 4K Following Entrepreneurial company building & investing in 🇯🇵 Share thoughts on 🇯🇵 software & entrepreneurial opportunities on Japan Business Insights (see below)
unusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
EM Fin @EM28Fin
373 Followers 1K Following Interested in geo-politics and financial economics; Trade EM bonds during the day
Lord Fed @lord_fed
22K Followers 475 Following
Capital Flows @Globalflows
16K Followers 625 Following Discretionary Alpha Trader / In the information age, you simply need to be at the right place, at the right time, with the right information to succeed / ✞ 📖
spaghettilisbon @spaghettilisbon
4K Followers 821 Following Macro/Abs Return PM, everything is a lie until proven otherwise I like to trade Bunds
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
@macro_synergy CVXPY or CVXPortfolio is the only way to go. Don’t know why one would use Scikit-learn for convex optimisation when Boyd / Vandenberghe wrote the book on it.
“skfolio is a Python library for portfolio optimization built on top of scikit-learn. It offers a unified interface and tools compatible with scikit-learn to build, fine-tune, and cross-validate portfolio models.” skfolio.org
What angers you, controls you—let go.
„A monk decides to meditate alone. Away from his monastery, he takes a boat and goes to the middle of the lake, closes his eyes and begins to meditate. After a few hours of unperturbed silence, he suddenly feels the blow of another boat hitting his. With his eyes still closed,…
„A monk decides to meditate alone. Away from his monastery, he takes a boat and goes to the middle of the lake, closes his eyes and begins to meditate. After a few hours of unperturbed silence, he suddenly feels the blow of another boat hitting his. With his eyes still closed,…
@macropotamus #2 three times a year for me :)
#MMT is to this period what Austrian Economics was to the GFC. Insights that can be useful, but that are ACTIVELY HARMFUL in the current environment. The last thing we need right now is for leftists to think that no one will ever have to "pay for" their spending wish lists.
@MayankSeksaria More properly MMT are the Austerians as they are the theories underpinning political action by the far left now and far right then. Both are advocating for a policy that has some truth to it while ignoring the environment/data etc. Didn't make for as good of a tweet though.
When life gives you beautiful tuna, make sushi! Tuna belly sashimi with sesame oil and flaked nori. Tuna sashimi with sesame seeds. Seared tuna with basil-ponzu sauce. Shaved asparagus salad.
American Airlines charges $35 per checked bag Just bring it to the gate and they will check it for free and it will be the first bag off the plane
Engineer Ian Davis built his own mechanical prosthetic when his medical insurance did not cover him, it functions without batteries or electricity
@gunsnrosesgirl3 The prosthetic hand is mostly made of aluminum and operates through a series of linkages and levers, some of which even utilize bike chains. The movements of Davis’s hand or wrist are transmitted to the aluminum fingers, allowing him to perform various hand functions such as…
Emerging Market investors looking at the #USDJPY crowd 😐
Seasoned Turkish investor decides to invest in the US equities 👀
Things you just can't buy when you have money AND a wife.
Reflections on My Pod Failure: I helped run an event driven pod strategy for years. It’s really hard. Most pod shops have long moved away from this strategy (outside of arb) after years of failure. “Catalyst” is just too hard for the risk model. Why? Let’s pull a Charlie…
@CorneliaLake I literally do not understand the pod model. It’s baffling. They got run over in $TDW. Now these same guys are leaning into $AMRK cause they think it reports shitty calendar Q1 numbers (I agree-BTW) and they miss that we’re in a bull mkt for metals and things are looking up for…
@macropotamus That's pretty much it. But that takes a while to develop. Of course the computer geeks want to pile on, but that's their game. This is ours. I reckon I beat most of them over time. The human brain is a wonderful thing
I'm pretty convinced that discretionary trading is one of those professions where you get better as you get older. I've been doing this for over 20 years and I know a fk tonne more than I did 10 years ago.
I know they are called hemorrhoids, but I feel like we missed an opportunity to call them assteroids.
@macropotamus Yes. Long-end has a few headwinds currently. Inflation risk premium still low, term premium still low, huge auctions coming up and as you point out net net a steepening bias is rational here especially given that rate HIKEs are sort of off the table.
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