#Macro

Filipe Vasconcelos 🇪🇺🇵🇹🇪🇸

ffvasconcelos

This is a great interview of someone really good in reading market and macro view, Neal Froneman.https://twitter.com/davidaamckay/status/1295364211267305473 “I don’t specifically aim to prove people wrong, I just do what I

Alex

classicmacro

Michael Saylor revived Microstratregy by effectively turning it into a Bitcoin hedge fund. Prior to that Microstratregy was a quasi dead tech company. He did so knowingly. Saylor job is

alexandre afonso

alexandreafonso

The curious case of Dutch Foreign Direct Investment (FDI) in Portugal (thread). According to IMF data, the Netherlands was the biggest source of Foreign Direct Investment in Portugal in 2018,

Lueurverte

luerverte

Parts of Asia, Korea, Japan, HK spiking again with everyone banking on fastracked vaccines. Temperature checkDon't see this ending by q3 2021. The balance sheet recession compounds and inequality widens

chad ryan

writingiswar

If your goal is to be seen, passivity is a non-starter. Sitting back waiting for "your big break" is not a strategy. A choice, yes. A measurable plan of action,

Tangent Capital Advisors - Muzzammil's Desk

TangentCapital

Muzzammil’s Desk - TCA Market call: As we have been looking at different brokerage houses 2021 index calls. Almost everyone saying 50,000 to cross. The average outlook is 52,000 index

Jay Smith

jaynemesis

I think a lot of copiers don't really understand what it means to copy a Popular Investor, and why/when they should or shouldn't take profits.Here's a quick thread that may

Market Interest

MarketInterest

1/nCentral banks generally don't have a problem with stronger FX (Fed aside); stances depend on four things imv: 1) cycle point, 2) monetary conditions2) growth composition3) FX reserves vs need

Value Downunder

DownunderValue

Tassal Group $TGR $TGR.AX are a Tier 1 #ASX aquaculture firm specialising in salmon and expanding into prawns. For 1.5 years their stock price has been beaten down and now

edelweiss

MsmallsRaps

(1/6) on the precipice of releasing my 1st album on all streaming services, my 1st album “edelweiss” was only released on soundcloud. i’ve cared more about quality/integrity than clout. i’ve

Awais Aftab

awaisaftab

“while sociological critiques cast much valuable light on the social processes around mental illness, they have a fundamental methodological limitation. What is visible from the perspective of social sciences are

Chris Burniske

cburniske

While institutions are increasingly discussing $ETH (what, why, how), they’re not FOMO’ing into it the way they are into $BTC right now. There are many reasons for this — compared

Dave

djr8519

Reuters reported o/n that the BoJ is set to loosen its grip on YCC to allow long term yields to rise. JGB futures gapped lower on this.If true, then the

Ice Eazy

IamIceEazy

Influencer 101: Just thought I should share my two cents with aspiring or new influencers focusing on the faqs I usually get. A thread. First of all there's a difference

Claudia Sahm FULL CHECKS NOW

Claudia_Sahm

cocksure arguments on macroeconomic policy that hinge on falsified, make-believe concepts like potential output must stop. must stop. now.https://twitter.com/ojblanchard1/status/1358122339301490690 believing we (@USCBO @federalreserve @Whit

amplice

astr0bas3d

this is an alpha leak1/xthe biggest trend to keep an eye on for end of 2020/2021food is out. animals are in.while most of CT has been focused on BTC breaching

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