Macro Views

Sharing macro insights to find alpha • Play bold • 🎓@Princeton • I have nothing to sell you

[Macro Views @MacMasterInvest]

"Our product could kill everybody. Now give us money."

[Polymarket @Polymarket]

BREAKING: Anthropic warns in its IPO filing that advanced AI could pose “catastrophic or existential risks to humanity” — including potential human extinction.

[Macro Views @MacMasterInvest]

https://t.co/wr1f5kUJG3

[Macro Views @MacMasterInvest]

https://t.co/wr1f5kUJG3

[Macro Views @MacMasterInvest]

@pelositracker What makes anyone think they can decide if a profession pays off or not? There are both successful and not successful people in all fields

[Macro Views @MacMasterInvest]

Highly recommend this deep dive on $RKLB

[Investing visuals @InvestingVisual]

Really appreciate the positive feedback from the $RKLB community on my deep dive!

$RKLB is an amazing company and on track to cover the full space stack and double, or even triple following the Iridium acquisition, its revenue by 2028.

But every investment comes with risks.

Whether you're new to $RKLB or already an investor, I think the deep dive is worth your time.

The full deep dive is free to read. Hope you like it!

[Macro Views @MacMasterInvest]

Waiting for $AMZN next earnings to see how much today's diesel prices are affecting them. Even though I'm sure AWS is more than compensating

[Macro Views @MacMasterInvest]

@liam_holt7 Here's the prompting guide to Gemini written by Google themselves
https://t.co/Nkp2cIFsyy

[Macro Views @MacMasterInvest]

@cmsinvests -2% is hardly crashing

[Macro Views @MacMasterInvest]

That's me rn

[N 𐙚 @67409_so]

would u still tweet if you got zero likes on all your posts

[Macro Views @MacMasterInvest]

@neppy Feels

[Vebjørn @VJNCapital]

$AMZN trading at a 17x P/OCF btw

Guess what happens to FCF when CapEx eases

[Macro Views @MacMasterInvest]

Profit taking. Don't panic

[Just a Dude Who Invests @DudeWhoInvests]

Meta $META is down over 2% in overnight trading… 😳

[Macro Views @MacMasterInvest]

China may not need to invade Taiwan to win.

That sounds counterintuitive.

But look closely at what Beijing is actually doing:

It is building a strategy that could make war unnecessary.

Here’s how. 🧵

[Investing visuals @InvestingVisual]

Are you better off making a single annual investment or a monthly one?

Let's find out👇

[Investing visuals @InvestingVisual]

https://t.co/6dxTyK0adH

[Macro Views @MacMasterInvest]

So the Taiwan question may be less:

“Will China invade?”

And more:

“Can Beijing make invasion unnecessary?”

That is a much more interesting—and more dangerous—question.

Because the battlefield may not be Taiwan’s beaches.

It may be Taiwan’s politics, supply chains, technology, and confidence in America.

[Macro Views @MacMasterInvest]

China may not need to invade Taiwan to win.

That sounds counterintuitive.

But look closely at what Beijing is actually doing:

It is building a strategy that could make war unnecessary.

Here’s how. 🧵

[Macro Views @MacMasterInvest]

And an invasion is a terrible gamble.

Crossing the Taiwan Strait with a massive force is one of the most complicated military operations imaginable.

Ukraine has reinforced this lesson:

Wars don't stay short.