I find it interesting and coincidental that the ongoing U.S.-Iran war and the resulting closure of the Strait of Hormuz have weaponized existing inventory deficits, transforming structural stock deterioration into a severe global fuel crisis.
380 Followers 581 FollowingFounder of @42Macro. We help stressed-out investors find peace via KISS. We help frustrated investors outperform via Dr. Mo. Yale alum. Not investment advice
11 Followers 247 FollowingEstoy sorteando $20,000 en mi cuenta oficial de Telegram
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105K Followers 1K FollowingFounder of @42Macro. We help stressed-out investors find peace via KISS. We help frustrated investors outperform via Dr. Mo. Yale alum. Not investment advice.
341K Followers 2K FollowingIf you can keep your head when all about you are losing theirs & blaming it on you…
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16K Followers 4K FollowingSemiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
53K Followers 1K FollowingFormer journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
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1.1M Followers 1K FollowingRene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge
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46K Followers 516 FollowingBond market veteran: +25yr on sellside & buyside focused on rates, credit, USD funding, Fed & global macro. My tweets are opinions, not advice! RT≠endorsements!
13K Followers 983 FollowingIndependent oil analyst, keynote speaker, co-founder of OPIS. Been covering energy markets since Jimmy Hoffa went missing. [email protected]
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108K Followers 2K Followingoil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my research:
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Co-author of the 'The World for Sale'
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150K Followers 295 FollowingTechnical Analyst - Editor of The McClellan Market Report. Trying to figure out stock market physics, and to leave my campsite cleaner than how I found it.
442K Followers 68 FollowingChief Macro Strategist
Contrarian Macro Advisors
53 yrs on Wall Street, first as an institutional portfolio manager, then as as a macro strategist.
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