MacroVault

macro, bonds, emerging markets, hard core political centrist & drama deflationist

[MacroKurd @macrokurd]

Once you are long enough in a career in markets...You will realise the one analyst who has the almost certainty on getting his call wrong every time...is the ones predicting the oil price

[MacroVault @MacroVault]

@macrokurd Faria Lima cabal hard at work

[MacroVault @MacroVault]

An absolute legendary call. Respect!

[Alejandro₿TC @Alejandro_XBT]

This is how I see it playing out:

> BTC squeezes higher (80K+)
> Everyone turns bullish again
> Sudden breakdown
> “Buy the dip” everywhere
> Market pulls the rug

Classic cycle psychology.

Don’t confuse relief with strength.

[MacroVault @MacroVault]

@Alejandro_XBT Unreal how accurate your call was! Would love to understand your process. Full respect.

[MacroVault @MacroVault]

100%!

[Mayank Seksaria @MayankSeksaria]

SPX will move before you can see any of these signals

[MacroVault @MacroVault]

the only chart that matters for Brazil fixed income - debt sustainability is extremely circular.

[Rafaela Vitoria @rvitoria]

Quando voce combina com esse outro dado do relatório de dívida do tesouro, da para se ter uma ideia do problema que estamos empurrando pra frente:

[MacroVault @MacroVault]

@macrokurd Been like that well before pod domination… on a CEE macro trip at least 6 years ago, two of the investors were Faria Limers

[MacroVault @MacroVault]

@donnelly_brent Half of the commenters think the trade is about FX 🙃

[MacroVault @MacroVault]

@donnelly_brent Brent, check your short TWD math. That position in green, bro!

[MacroVault @MacroVault]

What did I bloody say!!

[MacroVault @MacroVault]

nothing good ever happens below the 50-day! $SPX

[MacroVault @MacroVault]

nothing good ever happens below the 50-day! $SPX

[MacroVault @MacroVault]

manifesting crypto’s existential crisis

[Altcoin Sherpa @AltcoinSherpa]

I can stomach $BTC going down 85% in 2018 after the blow off top. I can accept BTC going down 80% after macro dies + FTX implodes.

I am having a harder time accepting btc dumping 50% when macro is strong/equities strong/metals strong.

[MacroVault @MacroVault]

@TheStalwart Yes. And most degens were in crypto to make a quick buck hoping to get rich. But now they can do that on prediction markets — just look at the volumes.

[MacroVault @MacroVault]

So glad Eric is here to remind us that his fancy BTC mine is helping to “secure the network”!
Meanwhile crypto is down only.

[Eric Trump @EricTrump]

🇺🇸🇺🇸🇺🇸

[MacroVault @MacroVault]

@NGurushina Russia issued an inaugural CNY sovereign bond last month + 2025 was a banner year for foreign governments issuing pandas 🐼:
https://t.co/KnCvJMtz3m

[MacroVault @MacroVault]

Military-civil fusion with American characteristics

[Bloomberg @business]

The US Department of Defense is set to invest in L3Harris Technologies’ Missile Solutions business via a $1 billion convertible preferred security https://t.co/h96ZwIzPUG

[MacroVault @MacroVault]

FAFO of macro policy

[EL TIEMPO @ELTIEMPO]

AmCham Colombia advierte que el aumento del 23% al salario mínimo afectaría la estabilidad económica y el empleo formal del país
https://t.co/4MldYimIKP

[MacroVault @MacroVault]

PIMCO’s private placement for Colombian local bonds off to a great start:

[Bloomberg @business]

Colombia will increase the monthly minimum wage by 23% next year, President Gustavo Petro announced in a push to help the country’s poorest workers. https://t.co/plbHw5DEii

[MacroVault @MacroVault]

former Bridgewater commodities pro gets 7M views on his silver post… top is in for the short term $XAG

[MacroVault @MacroVault]

In crypto price is the only validation.

[Kemal @MurkishTurk]

In crypto price is the only validation.