Long cycling, short time. Long ideas, short algos. Views mine, not employer. RT/Fav not endorsement.
Joined July 2015
- Tweets 429
- Following 136
- Followers 160
- Likes 277
Photos and videos
MacroWatch retweeted
15 Nov 2019
The only reason the stock market is up big is that the Fed is cutting interest rates and doing QE, exactly what you criticized the Fed for doing when Obama was president. The Fed's actions were driven by a weakening U.S. economy and soaring budget deficits. Big, fat, ugly bubble!
52
98
615
MacroWatch retweeted
30 Aug 2019
The Grayscale "Drop Gold" commercial seems to be running non-stop on CNBC. I wonder if CNBC is so bullish on Bitcoin because Grayscale is spending so much money advertising it on their network? Meanwhile GBTC is down 33% from its June high, while gold is up 8% since that date!
106
32
275
MacroWatch retweeted
30 Aug 2019
#Argentina Peso took another leg lower as Fitch has downgraded Argentina to RD from CCC.
2
75
104
MacroWatch retweeted
25 Jun 2019
Powell's claim that an independent Fed has served the nation well is false. Since it's creation the so-called independent Fed has destroyed the purchasing power of the dollar, created rolling asset bubbles, and enabled an explosion of non-productive government and consumer debt.
35
84
305
MacroWatch retweeted
21 Nov 2018
The greatest risk of a Fed “policy error” is way, way behind us, and the Fed already made it. The result was a carnival of yield seeking speculation and accompanying low-grade debt issuance far broader than the mortgage bubble. Nothing was learned, so we’ll learn it again.
21 Nov 2018
Yields on the lowest-rated U.S. investment-grade bonds have climbed to the highest since 2010.
9
48
156
19 Nov 2018
19 Nov 2018
Greatland announces spectacular laboratory assay results for HAD005 at Havieron - combined intercepts of 275m at 4.77g/t gold and 0.61% copper (275m at 5.75g/t gold equivalent) londonstockexchange.com/exch…
MacroWatch retweeted
19 Nov 2018
Discovery Alert -
19 Nov 2018
2
2
10
MacroWatch retweeted
15 Sep 2018
2/ Yellen has always ignored that yield-seeking speculation provoked by "lower-for-longer" is PRECISELY what sets up crises in the first place. In 2003-07, investors chased a yield "pickup" in mortgage securities, and Wall Street happily lent to create them => bubble => collapse
4
6
29
MacroWatch retweeted
15 Sep 2018
Ridiculous! Global markets have gained $53.9tn in market cap since the post-Lehman low, driven by ultra-low rates and $13tn central bank liquidity.
19
146
204
MacroWatch retweeted
8 Sep 2018
2028 TOUR DE FRANCE TOP 20 PREDICTION!!!
1. Predictions
2. Like
3. This
4. Are
5. Stupid
6. How
7. Is
8. Anyone
9. Supposed
10. To
11. Know
12. What
13. Will
14. Happen
15. Ten
16. Years
17. In
18. The
19. Future
20. Valverde
30
144
1,037
MacroWatch retweeted
30 Aug 2018
Ford bonds are plunging today, down almost 4% after getting downgraded yesterday to one notch above junk. Ford has more than $80 billion of debt and would become one of the biggest issuers in the U.S. high-yield bond market if it gets downgraded further.
8
72
91
MacroWatch retweeted
30 Aug 2018
"A pin lies in wait for any bubble." - Warren Buffett
This is now the most extreme equity bubble in history. It will likely be followed by a loss of 1/2 to 2/3 of the market's value. Like 1929 and 2000, everyone knows it, but they hold in the mistaken belief that others do not.
25
87
175
MacroWatch retweeted
28 Aug 2018
Just 10 streams carry 95% of all river-borne plastic into the ocean. Source: buff.ly/2nr00Lx
74
1,258
1,451
MacroWatch retweeted
23 Aug 2018
I take no delight in seeing the steady collapse of a U.S. Presidency, but I do take strong comfort in knowing that the rule of law & our great government institutions are prevailing. Things ultimately will get better, and we will heal as a Nation.
10,875
20,633
86,882
MacroWatch retweeted
14 Aug 2018
“If the economy is in a real recovery, why does the Fed still need to hold $4.5 trillion of the funds that should be out working in the economy and keep interest rates below zero in real terms?” #Indeed
14 Aug 2018
Must read. bloomberg.com/view/articles/…
8
25
57
MacroWatch retweeted
18 Jul 2018
Now we know who was behind the crash in US govt bonds in April/May. Putin has liquidated #Russia's US Treasury holdings. In just 2mths, Russia sold a whopping $81bn in treasurys, a liquidation flow that was likely responsible for the blow out in rates. zerohedge.com/news/2018-07-1…
13
161
174
MacroWatch retweeted
18 Jul 2018
Soros: Obama Was The "Greatest Disappointment" zerohedge.com/news/2018-07-1…
35
107
205
The total value of student debt in the U.S. is over $1,500,000,000,000. Here are the 10 cities with the most and least student debt. cnb.cx/2MHzJU5
8
32
24