Macroguy

Banking and macro. Armchair geopolitical strategist. Red/Blue agnostic. Bourbon enthusiast. Deadlift practitioner. I’m not actually Elmo.

[Macroguy @Macroguy22]

@brucewayne20008 @FoxNews Not anymore https://t.co/VlEHwhMS9G

[Macroguy @Macroguy22]

@GRomePow My first trip into the office earlier this year was bizarre. It looked like I left one day and just never came back (which is what happened). Expired Cliff Bars and 2019 holiday cards from clients.

[Macroguy @Macroguy22]

@BourbonBits @LoverOfRocks @WifeyAlpha Same for a bottle of water

[Macroguy @Macroguy22]

@DavidSacks You seem to have a very shallow understanding of what’s happening here

[Macroguy @Macroguy22]

@brucewayne20008 @FoxNews How?

[Macroguy @Macroguy22]

@ebomalley @schnoyder5 @maxpacks5 @POTUS Willing to bet none of you know. And that’s ok. The problem is when people think they understand extremely complicated things when they don’t, and then form inflexible opinions based on shallow understanding.

[Macroguy @Macroguy22]

@wile_zzz @NipseyHoussle Omar coming!!

[Macroguy @Macroguy22]

@madclownlove @Pusencer1 @PeterZeihan I am 👍

[Macroguy @Macroguy22]

@jasondchap @maiab Fair enough. Personally, I want those recruiters to already know me a little if the time comes I ever need them. In the interim, I actually can get some intel on the job market that helps me lead people in my current role.

[Macroguy @Macroguy22]

@jasondchap @maiab I wouldn’t do it either. But you should always engage with recruiters! There’s really no good reason not to build those relationships as long as you’re transparent about your intentions.

[Macroguy @Macroguy22]

@MonicaCrowley How are “parents” under federal investigation? 🤣

[Macroguy @Macroguy22]

@DaveRubin15 @amlivemon @tyillc @eshow1969 @GaryHaubold @vtchakarova @ektrit I agree they’ll try to play more cards (assuming hostilities progress obviously, anything can happen). I just think the US has a better hand to play almost no matter how you cut the deck.

[Macroguy @Macroguy22]

@DaveRubin15 @amlivemon @tyillc @eshow1969 @GaryHaubold @vtchakarova @ektrit Just look at what’s happening with semi-conductors right now. Their “deep penetration” of the US happens until it doesn’t anymore. Everybody has a plan until they get punched in the mouth. US hegemony is still real. Looks like US is going to confiscate some farmland IMO.

[Macroguy @Macroguy22]

@DaveRubin15 @amlivemon @tyillc @eshow1969 @GaryHaubold @vtchakarova @ektrit And frankly, I hope you are right. Between watching RU deal with their debacle in UA and the abnormal level of pushback in mainland China from the lockdowns… I hope they see how doomed an attempt on Taiwan would be.

[Macroguy @Macroguy22]

@DaveRubin15 @amlivemon @tyillc @eshow1969 @GaryHaubold @vtchakarova @ektrit Maybe. But I’m leaning toward the simpler answer. People give the CCP too much credit in my opinion.

[Macroguy @Macroguy22]

@DaveRubin15 @amlivemon @tyillc @eshow1969 @GaryHaubold @vtchakarova @ektrit Western vaccines aren’t an option either. That would demonstrate tremendous weakness and be counter to CCP rhetoric. They are… stuck.

[Macroguy @Macroguy22]

@DaveRubin15 @amlivemon @tyillc @eshow1969 @GaryHaubold @vtchakarova @ektrit CCP (ie. Xi) cares about remaining in power. A whole bunch of people getting sick all at once overwhelming their healthcare system with old people dying isn’t a good look. Occam’s razor.

[Macroguy @Macroguy22]

@DaveRubin15 @amlivemon @tyillc @eshow1969 @GaryHaubold @vtchakarova @ektrit As mild as omicron variant is compared to earlier strains… China still doesn’t have a good vaccine, practically zero acquired immunity, & 264MM people 60+. It’s a recipe for revolt if their healthcare system was severely strained 3 years after the pandemic started.

[Macroguy @Macroguy22]

@AP Growing up in the 80s, I feel like she was mainly the butt of jokes. It took reading about her life to understand what an incredible human being she actually is. Glad she’s getting the recognition she deserves these days.