Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.
Joined September 2015
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Elon Musk & Facebook: Lessons for Investor Breakouts
Rocket Man: RenMac Off-Script
youtu.be/a9wokXMKJXM
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Chart Analysis: deGraaf On Why It Matters For Smart Investors
Rocket Man: RenMac Off-Script
youtu.be/a9wokXMKJXM
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Hotel California? The Beta and Momentum Trade: deGraaf on Trouble Checking Out
Rocket Man: RenMac Off-Script
youtu.be/a9wokXMKJXM
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Shoot 'em in the Back: deGraaf on Maximizing Wealth on The RenMac Pod
Rocket Man: RenMac Off-Script
youtu.be/a9wokXMKJXM
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AI Eats The Labor Market ? Not So Fast: Full story on RenMac Podcast
Rocket Man: RenMac Off-Script
youtu.be/a9wokXMKJXM
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Trump: Iran Deal Close? US Allies React!
Rocket Man: RenMac Off-Script
youtu.be/a9wokXMKJXM
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Don't look now. More private credit gates suggesting the credit cycle is vulnerable. $BLK
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Arguably the most anticipated IPO ever debuts today. We pulled the 20 most-hyped IPOs since 1995 and measured 1st print returns. Avg 18.9% / Median -15.6% (most live the median experience). The gap between IPO pricing and 1st trade is 39% (It's a "Hype tax") $SPCX
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RenMac: Renaissance Macro Research retweeted
Jun 12
I am late here, but finally 🎧 to @IrvingSwisher and @RenMacLLC with @michaelbatnick.
Great stuff đź‘Ź đź‘Ź đź‘Ź
Jun 5
The Recession Signals Are All Wrong
on TCAF 245, @michaelbatnick is joined by @IrvingSwisher and Neil Dutta of @RenMacLLC to discuss:
- The AI investment boom
- The state of the labor market
- Inflation risks
- Consumer spending
- Fed policy
- Market breadth
- Whether this cycle is as unusual as it feels
and much more!🔥👇💸
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The labor market is not yet consistent with much of an inflationary impulse.
Jun 11
The Atlanta Fed’s Wage Growth Tracker edged down to 3.5% in May from 3.6% the prior month. For those not changing jobs, the Tracker declined to 3.3% in May from 3.6% in April, while the Tracker for those changing jobs edged down to 3.7% in May from 3.8% in April. atlfed.org/4gd0PmL
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There was quite a bit of heat from the May PPI data. Translating details of CPI and PPI, we estimate that core PCE will climb 0.33 percent in May. We’re looking at another month of core PCE inflation running at 4.0 percent SAAR. Not good.
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Markets will be sensitive to things like credit spreads or real-rates: Renaissance Macro's Jeff deGraaf cnb.cx/3RVWJ8H
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Last week we wrote this report "When Momentum Becomes Beta"
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$SPX breadth has expanded w/ % of issues above 20-day back to 63% as beta unwinds. Tops are historically narrowing events, this is expanding w/ higher real-yields driving attribution.
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First-time buyers accounted for 35% of sales, compared with 33% a month earlier and 30% a year ago
Existing-home sales in the US accelerated to their fastest pace of the year in May, providing a dose of optimism after a tepid start of the spring selling season. bloomberg.com/news/articles/…
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RenMac: Renaissance Macro Research retweeted
SURVEY OF CONSUMER EXPECTATIONS
May 2026
The mean perceived probability of finding a job if one’s current job was lost decreased by 2.3 ppts to 43.7%, the lowest reading since December 2025.
#NYFedCMD
newyorkfed.org/microeconomic…
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We put the most weight on NFP, but are surprised at how strong employment has been despite poor survey measures of activity. Today's New York Fed SCE for May shows ongoing difficulty with job finding and increased probabilities of losing a job over the next year.
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