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showing only twitter_favs [see all]
Twitter
Throw this in the face of anyone claiming the almost everything bubble was created by something else.
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3 days ago
Twitter
Broken? 's Required Reserve Ratio v Money Supply Growth.
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3 days ago
Twitter
Teen: What is RSS?
Me: Hm, you know how you can follow people on Instagram and Twitter and when they post it comes…
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3 days ago
Twitter
Every time global M1 goes below 0%, a financial crisis erupts
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4 days ago
Twitter
How do I become a better programmer?
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4 days ago
Twitter
why the fuck doesn't it just close the door itself if it's so smart
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5 days ago
Twitter
"If Main Street is going to be saved, enduring American vanity will be among the primary reasons."…
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5 days ago
Twitter
What if your model takes into account the fact that if income taxes are high enough, startups stop happening? These…
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6 days ago
Has the Central Bank Trap Been Set?
The Central Bank Trap Has Been Set.

No Dovish Message Or Rate Hike Delay Is Going To Revert The Cycle Change
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6 days ago
Twitter
THE MOMENT YOU'VE ALL BEEN WAITING FOR

I went day-by-day by hand for both the 2000 and 2007 Bear Markets (from pea…
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6 days ago
Twitter
I was asked in a sales meeting why Vault is open source, and this was a fun coincidence… HashiCorp is committed to…
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7 days ago
Twitter
President Trump during the campaign: “We’re going to build the wall” and “it’s going to paid for by Mexico. 100%. 1…
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7 days ago
Twitter
The flip chart is of the implied yield on this bond, which has climbed to 5.3% from as low as 4.4%, Since this is a…
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8 days ago
Twitter
An example of how corporate borrowing costs are rising: Anheuser-Busch, which packed on $95 billion of debt after p…
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8 days ago
Twitter
A large amount of these recommendations match the Austrlian Signals Directorate top 35 mitigation strateg…
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8 days ago
Twitter
Today, Singapore gov published a large, thorough, 450+ pages analysis report on the Health Services Private Ltd hac…
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8 days ago
Twitter
me thinks reality aint around these parts.
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9 days ago
Twitter
Brazilian stocks hitting all-time highs while industrial production growth is lagging significantly.

Interesting…
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9 days ago
Twitter
"America’s middle class is vanishing. Nearly 1/2 of workers earn less than $30,000"
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9 days ago
America’s Middle Class is Vanishing. Nearly Half of Workers Earn Less than $30,000
"America’s middle class is vanishing. Nearly 1/2 of workers earn less than $30,000"
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9 days ago
Twitter
Why Liquidity Matters More Than Fundamentals In Today's Market:
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10 days ago
Twitter
Oh my God. What is this sorcery???

Wait for it...
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10 days ago
Twitter
Only the Wall Street Crash of 1929 can compare to the steep decline that the Chinese stock has experienced this yea…
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11 days ago
Twitter
Good chart. Only country that comes close to matching China's 45% of GDP national savings rate is Singapore, and…
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12 days ago
Twitter
US/China trade talks will take place Jan 7-8 in Beijing; no agreement expected this week. Negotiations to set stage…
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12 days ago
Twitter
The Netherlands have the biggest amount of pension assets as a % . (chart via )
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12 days ago
Twitter
The US budget deficit is increasingly financed by domestic investors and citizens.
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12 days ago
Twitter
The world has never had as much debt as it has right now.

That figure is three times what it was two decades ago.…
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12 days ago
media.ccc.de - How Facebook tracks you on Android
How Facebook tracks you on Android (even if you don’t have a Facebook account)
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13 days ago
Twitter
Here's (almost) everything Wall Street expects in 2019
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13 days ago
Bloomberg - Are you a robot?
Here's (almost) everything Wall Street expects in 2019
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13 days ago
Twitter
NEW post: The Process of Mastering a Skill.

Ever wondered what it takes to become really good at something and mas…
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14 days ago
Twitter
Bull markets go up on an escalator ....

Bear markets go down on an elevator (in free fall)
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14 days ago
Twitter
introducing the BAARFF+ Index (buybacks, airlines, autos, retail, financials, FANG+)

:)
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15 days ago
Twitter
A definição dos requisitos fundamentais é o ponto de partida para o início do processo de implantação do sistema de…
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15 days ago
Twitter
This is a great thread, I'd aim this at all engineers. I saw another tweet last year like "the best engineers write…
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15 days ago
Twitter
Notem a precisão dessa máquina em separar frutos verdes dos maduros! Sensacional!
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15 days ago
Twitter
# Best New Year gift for myself :)
VM escape again! This time it's qemu. Both guest and host are Ubuntu 18.04.1 wit…
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16 days ago
Twitter
44 years as a trader have led me to one conclusion -- I may think I know what a given market is going to do (and be…
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16 days ago
Taking Stock of the World’s Debt - WSJ
Global debt has tripled in the past 20 years, to $250 trillion.
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17 days ago
Twitter
You'll never want to smoke cigarettes again.
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17 days ago
Twitter
IIF economists specialize in EM capital flows & positioning:

All EM: Sergi Lanau
ASEAN: Reza Sirega…
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18 days ago
Twitter
Volatility made a big comeback in 2018 - these were the stock market's 5 craziest days of the year:…
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18 days ago
Twitter
Empty Homes and Protests: China’s Property Market Strains the World: by $FXI $ASHR
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18 days ago
Untitled (https://www.nytimes.com/2018/12/30/business/china-economy-property.html)
Empty Homes and Protests: China’s Property Market Strains the World: by $FXI $ASHR
from twitter_favs
18 days ago
Twitter
VXLAN Security or Injection, by
[PDF]
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19 days ago
Twitter
To all my followers here is my top 10 list to follow in 2019:


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19 days ago
Twitter
A flight landing in Munich just after sunrise with beautiful swirls result of the plane’s wingtip vortices…
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19 days ago
Twitter
Rate hikes? Powell is right.

Not raising rates would send a dangerous signal of a deteriorating economy and it wou…
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19 days ago
Twitter
Emerging market currencies in 2018. The first symptom of debt saturation:

. Years increasing fiscal and sometimes…
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19 days ago
Twitter
The big debate in Argentina is "why" the currency is constantly losing most of its value vs the USD...

"Printing m…
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19 days ago
Twitter
- Trump calls hedge funds for advice
- Hedge fund CEOs call their PMs
- PMs call research shops they are friends wi…
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20 days ago
Twitter
1-Month Libor...
Dec '09: 0.23%
Dec '10: 0.26%
Dec '11: 0.30%
Dec '12: 0.21%
Dec '13: 0.17%
Dec '14: 0.17%
Dec '15:…
from twitter_favs
21 days ago
Twitter
Credit booms trigger credit bursts – U.S. corporate debt has been growing above trend for some time now.
from twitter_favs
22 days ago
Twitter
My year in a Tweet:

Jan-Oct:

Clients: “Why are we overweight bonds?”

Me: “Because stocks are riskier than norm…
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22 days ago
Twitter
"US deficit will this fiscal year hit $970b; that is 4.6% of GDP, up from just under 4% previously. Never in modern…
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22 days ago
Twitter
New Page! "US Debt to GDP Ratios"
These charts show the government-, corporate-, and household-debt to gdp ratios.…
from twitter_favs
23 days ago
Misunderstanding Liquidity, Misunderstanding QT – Behavioral Macro
To all my new crypto followers who are interested in learning more about fiat money actually works:
from twitter_favs
23 days ago
Twitter
Live by QE, die by QE.

Even the most prudent investors suffer the “central bank mirage” mania.

- Perception of va…
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23 days ago
Twitter
Me launching buy orders into the end of the year selloff
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24 days ago
Twitter
Oh and I moved a bunch of my boring tools to their own org... they have a few stars or whatever
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24 days ago
Twitter
The first widely disruptive computer worm was Christmas Tree EXEC, which paralyzed several international computer n…
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24 days ago
Twitter
A handy sheet for those of you visiting relatives over the holidays...
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25 days ago
Twitter
Today I convened individual calls with the CEOs of the nation's six largest banks. See attached statement.
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26 days ago
Twitter
Advice I needed when I was young:

1 read and write more
2 stay healthy and fit
3 networking is about giving
4 prac…
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26 days ago
Twitter
The Red Sea.

a.k.a. Global Equities in 2018...
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27 days ago
Twitter
Adjusted monetary base drops by $57 billion over two weeks to $3.365 trillion, the lowest level since July 2013…
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27 days ago
Twitter
If the month ended today, would be the worst for the S&P 500 since October 2008, top 20 worst months in history.…
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28 days ago
Twitter
I cannot lie
I must confide
I do a bad
And then I hide
from twitter_favs
28 days ago
Twitter
Whatever you celebrate this holiday season, have a wonderful time! 🎄🎅✡️

To improve one's knowledge, I recommend t…
from twitter_favs
28 days ago
Twitter
According to the model there is a 90% chance that we are now entering a global recession.

In 2011 i…
from twitter_favs
29 days ago
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