Turning Twitter’s noise about markets into music. Run by @hc.

Joined July 2009
11 Photos and videos
Twiangulate retweeted
Another magical memory from @metmuseum and my stint as Chief Digital Officer. My story of how I started, in 1981, a three-decade, one-way love affair with one of the world’s greatest museums. #3MetYears 🖼️
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Twiangulate retweeted
Replying to @BomsteinRick
The best tweets are those you’re *almost* sure are sarcastic.
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Twiangulate retweeted
24 Jan 2023
Twitter is a great place to learn, share ideas and meet amazing people. If you don’t feel the same way it’s because you’re doing it wrong.
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Twiangulate: tracking FinTwit insiders: How common is "common knowledge"? twiangulate.substack.com/p/h…

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Overextrapolation fuels bubbles and crashes. pllqt.it/TenNeN
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Twiangulate retweeted
16 Jan 2023
You want to buy stuff when it’s page 10 of the newspaper. And start selling it when it’s made its way to page 1.
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Twiangulate retweeted
Reminder for fintwit'rs Never seek to invalidate some other market practitioners approach/process/way of life... there's virtually an infinite number of ways to approach this thing, and not only is it ok if someone else takes a different approach -- that's actually a good thing!
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Twiangulate: tracking FinTwit insiders -- Twitter Insiders: The Bond Market Edition twiangulate.substack.com/p/t…

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Often price drives interpretation, and both become new data that must be interpreted. Oy.
No one is truly data dependent. Data doesn't stand on its own. It requires interpretation. And it is always the interpretation that drives behavior.
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"Everyone" is such an elastic concept anyway.
People keep telling me "everyone is bearish". I don't really care how they feel. Tell me how they're positioned...
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Confirmation bias kills.
Never be cocky when involved in markets; those very markets and narrative shifts have the ability to f*ck you unexpectedly at any time.
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As in our other recent tweets: the hardest piece may be figuring out how big or convinced "the crowd" really is. Sometimes a big crowd is nearly silent or not even able to articulate its core assumptions. And sometimes a tiny crowd is very loud.
Replying to @Peter_Atwater
Rather than focusing on our own stories - believing them to be right - we are better off focusing on the stories of the crowd. Right or not, those are the stories that will drive decisions and actions ahead.
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A snapshot of Wall Street analysts' collective take on '23. Does the absence of "hard landing" forecasts make one more likely?
5 Jan 2023
When this all explodes, the kids on Wall Street can join Sam Bankman saying "I fucked up":
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True that! At the same time, it's hard to know a group's real size relative to the total universe of possible decision makers. Sometimes you think you're riding alone, but it turns out lots of other people silently share your assumptions.
Investing is a social activity. People love to share ideas with each other, and they like it even more when they get validation from a group that their ideas are sound. Nobody likes to be alone. It can be hell. But that's when you make money.
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Maybe true. Maybe not. How to reliably determine what "most investors think?"
most investors think US Stocks are in a bear market and are wondering where the bottom is...
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Twiangulate retweeted
The sharpest minds on Wall Street predicted the S&P500 for 2022 Goldman Sachs - 5,100 Wells Fargo - 5,200 JP Morgan - 5,050 Finished at 3,839 Not one close Pay zero attention to forecasters. ZERO
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Twitter is a noise machine that sometimes makes music.
26 Dec 2022
I can’t take these impersonators man. I have given up flagging them.
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Twiangulate retweeted
26 Dec 2022
10 Things that require zero talent
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