Gregory CG @Learning4Life8
LEARN - specifically about finance/investing. UCT Bus.Sci FinAcc, Taxation Honours and PGDA degrees. Qualified CA(SA). PwC London in AWM assurance. Joined March 2021-
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@EdLudlow Seems like you’re a great father, keep it up.
@Keir_Starmer please can you help me transfer my amex points to Avios more quicker as there is a sick deal from London to Geneva (which includes business class which I’ve never flown before) that I cannot afford to miss! @British_Airways @AmexUK
@smalltalkdaily @MichaelJAvery @FineMusicRadio @6 @FinancialMail Thank you 🙏🏽
@smalltalkdaily @FinancialMail Morning @smalltalkdaily! Love your content. Is there any way one can create a portfolio that tracks your picks?
An aggressive global easing is here without a global slowdown or any stress in asset markets. Such Over Easy policy has been pursued in the past by individual countries, but has never been run at a global scale. Thread.
Yield Curve 101. A Primer on how the yield curve works. Thread. 1/
7 good books to become a better macro investor. - Understand how money works - Read how the best hedge fund managers in the world think about risk management - Learn how to connect the dots Any must-read book you'd add?
But it is not just Nvidia. When we look at all of the largest ten tech stocks’ combined enterprise value relative to GDP in 2000 versus today, the valuation is also about twice as big, over 60% compared to about 30%. The basic law of economics that we postulate works like this: Valuation comparisons relative to GDP matter because the economy at large can only grow so much and there is only so much total economic spending to go around to drive the earnings and stock price multiples of competing free market enterprises. Furthermore, just like the Internet proved to be, I believe that AI is a highly disruptive technological innovation, that will allow new companies to rise by attacking the monopolistic business models of the entrenched tech giants. Joseph Schumpeter, the Austrian Economist called this process “creative destruction”. As just one example of how it is already at work today, we encourage everyone to experiment with the Perplexity LLM-based Internet search engine and see how it threatens Google’s business model. Indeed, competition is critical to expanding the real GDP growth pool necessary to make AI a truly positive-sum game for overall economic progress. We are highly confident that advancements in AI are at a critical mass phase for long-term economic progress. But for us, this means that we must first prepare for creative destruction in the short term which means a significant bear market ahead for the leading large-cap tech stocks and the S&P 500 including potentially a substantial stock market crash.
My god, this paper by that open ai engineer is terrifying. Everything is about to change. AI super intelligence by 2027.
Sanguine views on volatility across markets. Equity vol, spreads, FX vol all near lows. Bond vol at 20yr avg and almost half of what is was at peak. Continued low risk & term premium supported asset prices making new highs require this unusually low vol to continue.
Are you ready to have your mind blown? You can build a cutting-edge, machine learning trading algorithm in Python, that's profitable, without a Ph.D, in a few minutes It's easier than explaining AI to your parents let's goooo
not good!
BREAKING: The percentage of credit card balances in serious delinquency (90 days or more late) climbed to its highest level since 2012, per the NYFed.
"Probably one of the best, plain language cause and effect explanations about the relationship between yields and stock prices." with @MikeIppolito_ youtu.be/ywq6WbXd74o?si…
In a week everyone will be talking about Yellen and the Quarterly Refunding Announcement (QRA). Here is all you need to know so you are prepared. Thread. 1/
7 books that will fast-track your learning journey in global macro. Thread. 1/
becky @becky21jh
70 Followers 5K Following
hannah bells @Sarah4czl
138 Followers 2K Following Be yourself; everyone else is already taken" (Oscar Wilde) and "Strive not to be a success, but rather to be of value"
ElizabethGarden @OGeN069Rch6Lf9e
16 Followers 1K Following
Kantros. @Mic_hael_Kantro
594 Followers 7K Following Chief Investment Strategist @Piper Sandler. Ranked Wall Street's #1 Portfolio Strategist (Il, '24). #НОРЕ. CFA. Girl dad. https://t.co/uk3d9gihRk
GlobalMacroX🇺🇸 @Buiti632
75 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Gorfie @Gorfie043758
41 Followers 1K Following
Sarah Ann @sarah8Ann
39 Followers 771 Following I'm really looking for a serious relationship with a good man who can take good care of me and my daughter
vulture_trader @thevulturetradr
204 Followers 5K Following long term options trader, here to share my knowledge and show the ups and the downs of a full time trader. I AM NOT A FINANCIAL ADVISOR DO NOT TRADE ANYTHING
Lily @DudhinhaCabral
98 Followers 546 Following “The future belongs to those who believe in the beauty of their dreams.”
♥THARCHANAA VIJAYAN... @Darshana191096
287 Followers 173 Following
Harry Stanbury @hiselephantseal
32 Followers 59 Following
Maggie @frank_et777
9 Followers 478 Following
Andy Constan @dampedspringggx
238 Followers 4K Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Neighez @neighez12462
37 Followers 2K Following
Erin Davidson @ErinvoDavidson
11 Followers 389 Following Lured the best beauties from all US states 😍 They are ready to meet Nudes in profile! Watching this https://t.co/UQkIghmDJ0
Alf @macroAflofficia
270 Followers 4K Following Founder of The Macro Compass. Former Head of $20bn Portfolio. FREE Newsletter: https://t.co/pLjh9cZwkO
Layah Heilpern @Laya_1Heilpern
69 Followers 666 Following Host of The Layah Heilpern Show: https://t.co/n0NxRLsHNn 🎙️Freedom Maximalist • Marketing • Consultant • Web 3 •. Manager @gideonheilpern2
PB Studios @PBStudiosHQ
13 Followers 158 Following Guiding you to being your own Personal Best in our viral world | Explorations of self-development.
Jenna Rivera @JennaRiver76211
0 Followers 3 Following
Planet Fitness @PlanetFitnessZA
10K Followers 629 Following Planet. Training. Community. #ThatsWhyWeTrain Learn more - https://t.co/Was56OyLiB
Luke Pannell @LukehPannell
2 Followers 52 Following
Levi Todes @LeTo37
72 Followers 242 Following
Anna Kaplan @hungryanalyst
1 Followers 2 Following
Greg @Greg50842121
0 Followers 140 Following
Flix @FlixFilmsUK
455 Followers 398 Following Challenge the Possible! UK-based Film, Virtual Reality & Research production company.
devon sostak @devsosi
19 Followers 98 Following
_mopheme @_mopheme
345 Followers 1K Following like wind, never seen, always felt. @Kongo_Kingz #7837 🦍
RoxCapitals @RoxCapitals
190 Followers 166 Following Rox Capital stands apart in the crowded arena of Forex Brokers. We offer the most cleaner and diverse Trading Conditions which helps our clients & partners.
Paddy the Pirate @StPaddyPirate
8K Followers 859 Following A data-driven pirate sailing the seven seas of crypto | BD @Blofin_Official | Previously @crypto_banter & @EYnews
FinMeUp @FinMeUp
20K Followers 4K Following Your Financial Companion | Meeting you where you’re at in your journey to financial freedom. #FinancialPlanning
Adam Copans @AdamCopans
4 Followers 134 Following
William Green @WilliamGreen72
47K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets & Life" (https://t.co/7842Q0Vv1B). Host of the Richer, Wiser, Happier podcast.
Innocent Maponde @innomaponde
912 Followers 610 Following Portfolio Manager; Key Individual, financial markets enthusiast, opinions here are my own.
adam @adam18362275
2 Followers 57 Following
Baobab Web Services @ServicesBaobab
100 Followers 781 Following Web Made Easy! At BWS, we focus our products on removing the complexity of doing business online - a website in a box solution.
Greg Davies @the_gregdavies
13K Followers 11K Following Opinions are my own ≠ Endorsements. Tweets are not advice ∑ Here to share ideas JSE and global markets. Head of wealth at Cratos Capital . God is my light .
Rich H @richy_h77
61 Followers 298 Following Doing what you like is freedom. Liking what you do is happiness.
Lee Roach @leevalueroach
37K Followers 354 Following I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
Leopold Aschenbrenner... @LeoATracker
61K Followers 0 Following Tracking Leopold Aschenbrenner's trades so you can invest alongside. Powered by @InsiderTrackX
Larry Fink Stock Trac... @TrackerFink
36K Followers 0 Following Tracking Larry Fink's trades so you can invest alongside. Powered by @InsiderTrackX
Global Markets Invest... @GlobalMktObserv
93K Followers 64 Following Global Markets Investor is a financial research platform covering global markets and economies. Founded by a Wall Street equity and macro research professional.
tradingguru @tradingguru17
2K Followers 582 Following Providing JSE trading tips that are purely personal opinions and not financial advice. Visit our website for even more trading tips https://t.co/YiJluWZVtz
EndGame Macro @onechancefreedm
74K Followers 872 Following Macro strategy | Systemic risk & policy intel | Powered by AI + human insight | Not Financial Advice
Kantro @MichaelKantro
112K Followers 963 Following Chief Investment Strategist @Piper_Sandler. Voted Wall Street's #1 Portfolio Strategist in '24 & '25. #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
Joanne Baynham CA (SA... @madaboutmarkets
5K Followers 3K Following Independent financial advisor . Strong investment & tax knowledge . Questioning the financial markets' marketing narrative . Curious & human. DM for advice
FinancialMail @FinancialMail
141K Followers 331 Following Follow #FinancialMail for insightful, in-depth & hard-hitting business and finance news. Click the link in bio to read more 🔗
Andrew O'Connell, CFA... @realpristinecap
33K Followers 3K Following Position Trader | 3X US Investing Championship Top Performer | Sharing My Research & Trades on Substack
Paul Tudor Jones @ptj_official
242K Followers 57 Following Founder, Co-Chairman and Chief Investment Officer of Tudor Investment Corporation. All other accounts are fake.
Porter Stansberry @porterstansb
76K Followers 732 Following Founder of MarketWise, OneBlade, and Porter & Co.
Pantheon Macro @PantheonMacro
17K Followers 877 Following Premier provider of unbiased, independent economic intelligence to financial market professionals around the world. Free trial https://t.co/3PIe46hnK7
Special Situations �... @SpecialSitsNews
145K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Gary Stevenson @garyseconomics
188K Followers 311 Following Inequality Economist. Former Trader. Other Economists make predictions, but my ones are actually right. Explaining Economics on YouTube - garyseconomics
Sir William Browder K... @Billbrowder
374K Followers 1K Following CEO Hermitage Capital, Head of Global Magnitsky Justice campaign, and Author of Red Notice & Freezing Order (April 2022)
Harry Stanbury @hiselephantseal
32 Followers 59 Following
♥THARCHANAA VIJAYAN... @Darshana191096
287 Followers 173 Following
Danny Dayan @DannyDayan5
30K Followers 512 Following Global Macro Volatility Portfolio Manager. Author of Macro Musings Newsletter. My views do not consist of investment advice.
Parker Ross @Econ_Parker
23K Followers 659 Following Global Chief Economist @ ACGL | ex JPM AIG HUD | Husband to Jamie; Dad to Landon, Greyson & Logan | No investment advice & views are my own 🦬🇺🇸🇮🇱
Patrick Zweifel @PkZweifel
14K Followers 826 Following Chief economist at Pictet Asset Management. Tweeting about #GlobalMacro #EmergingMarkets #China #US. All views my own. RT=interesting
Luke Pannell @LukehPannell
2 Followers 52 Following
Nour Al Ali (Nora) @NoorAlAli
6K Followers 717 Following @Business macro strategist and journalist; LSE policy & economics grad. I think out loud about the interplay between economy and financial markets. Views mine.
Otavio (Tavi) Costa @TaviCosta
320K Followers 2K Following Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: [email protected]
The key to success is... @VietVantage
23K Followers 2K Following When you surround an army, leave an outlet free. Do not press a desperate foe too hard.
boaz weinstein @boazweinstein
56K Followers 1K Following Boaz Weinstein is the founder of Saba Capital Management.
Patrick Saner @patrick_saner
74K Followers 701 Following
Alexander Stahel 🌻 @BurggrabenH
142K Followers 6K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)
Sir Of Finance @SirOfFinance
15K Followers 597 Following STIR Trader | Watch your tails | I hate EURIBORS | If you trade SONIAs stay away
Brent aka Blacklion @BlacklionCTA
29K Followers 2K Following Christian, Macro, Independent Derivatives, Recovering USN Aviator (A4, F14), USAF PEP F16, 2A, Energy, Fedwatch, Pure Blood, C02 isn't pollution. not advice
Le Shrub🌳 @agnostoxxx
155K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
LongConvexity @LONGCONVEXITY
33K Followers 567 Following #GlobalMacro PM-20+ years on the buyside. Trade liquid products in both DM & EM. Tweets & Re-Tweets are not financial advice or endorsements.
Simon Ree @simon_ree
61K Followers 1K Following Trading is a martial art: discipline over ego. Ex-Goldman, Jeet Kune Do instructor, bestselling author of The Tao of Trading. Teaching consistency - not hype
Kieran Goodwin @kieranwgoodwin
19K Followers 884 Following I do not provide investment advice through WhatsApp or any other messaging platform. I only post here on X and LinkedIn. Beware of imposter accounts.
Jonny Matthews | Supe... @super_macro
26K Followers 2K Following Daily macro note for serious investors. Ex-Brevan Howard PM (12 yrs). Rates, FX, equities — what the data means and how to trade it. ↓ Free 30-day trial
Nick G. @nickgiva1
31K Followers 361 Following JPM, Salomon, HF principal, bond trader. Co-host @2graybeards since 2023. Running https://t.co/cgOYR5cb3Q since 2015.
Roberto Rios @peruvian_bull
128K Followers 1K Following ex @cartainc. finance & macro analyst. castizo blood.🩸 link in bio for all my work. #BTC Maxi. DEUS VULT ⚡️
0nchain365.base.eth @0nchain365
64 Followers 758 Following Dev building API → agent upgrade layer Pay-per-request services on Base (USDC) Automation, wallets, onchain systems TG ↓
Alpine Macro @RealAlpineMacro
5K Followers 137 Following Alpine Macro is a leading independent global investment research and strategy firm.
Levi Todes @LeTo37
72 Followers 242 Following
Bravos Research @bravosresearch
298K Followers 644 Following Data-driven Investment Research | Follow to learn about markets & global economy | Get swing trade ideas & market analysis at https://t.co/s4iOZprKNo
Robot Pigeon @RobotPigeonNews
18K Followers 74 Following Robot Pigeon with over 15,000+ readers. FREE Daily AI News and Tools Newsletter in Simple terms and with a sprinkling of Humour. Learn AI before anyone else.
CrossBorder Capital/ ... @crossbordercap
132K Followers 546 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Conks @conksresearch
156K Followers 2K Following Male. Pleb. STIR, funding markets, & monetary mechanics. Subscribe at https://t.co/k70w2dSLNj for serious works. Pro: https://t.co/LbOp49nkfe. Merch: https://t.co/iRy6H3x2OJ
Live Monitor @amlivemon
48K Followers 460 Following Political machinations, Geopolitics concerning Europe & transatlantic relations. Often political economics rants. Eurodollar and US foreign policy explainer.You might like
