Charles Northeimer

MBA, D. Com. Sc. , FX, economics, observer, not politically correct, discrepancy hunter, writer, reader, hope for an informed citizenry

[Charles Northeimer @NortheimerMacro]

@donnelly_brent Great encapsulation of current status

[Charles Northeimer @NortheimerMacro]

Continuing pressures on oil supply & gradually rising rates, plus low growth rates, support the open EUR & NZD shorts. As rates & oil continue the trends there may be developing pressure on non-tech equities

[Charles Northeimer @NortheimerMacro]

Eur & Nzd have had their enthusiasm to reach broad turning zone. Technicals best for entry timing & confirmation. Both have real GDP at or under 1% projected for 2026. Even after NZD higer rate projection there is scope for secondary effects of oil & reduced global eco activity

[Charles Northeimer @NortheimerMacro]

@BobEUnlimited @biancoresearch @AugurInfinity Iran has denied trump’s statements on being near end. WH staff telling Iran T just saying that for domestic propaganda. Even if partially true it is a 60 day bet, not a deal. See Iran analysts to confirm

[Charles Northeimer @NortheimerMacro]

Markets seem to be undervaluing the risk of continued energy shortage in process of metasticing. Although fed & treasury are keeping liquidity ample, passive players contue to buy on the installment plan, & tech profits rising, the real economy may start feeling the pinch soon

[Pretty Cities @PrettyCitiesX]

Fougères Castle, France

[Vali Nasr @vali_nasr]

from my interview with Dawn media on the war's aftermath

[Jaynit @jaynitx]

In 2013, Yale professor Ben Polak gave a legendary 1-hour lecture on Game Theory.

It will change how you make decisions in negotiations, business, and life.

His frameworks:
• Dominance arguments
• Backward induction
• The proactive bias

12 lessons to make better decisions:

[Mystic Castle @mysticcastIe]

𝐋𝐈𝐂𝐇𝐓𝐄𝐍𝐒𝐓𝐄𝐈𝐍 𝐂𝐀𝐒𝐓𝐋𝐄 🏰✨ The Fairytale Fortress of Germany 🇩🇪 Such a nice place for legends

[Lj Priest (Formerly Trader Jill) @RealTraderJill]

This is the most stunning church in the world!
✨🖤✨
Step into DARK baroque!

St. Johann Nepomuk, better known as the Asam Church, is a Baroque gem in Munich, Bavaria, Germany.

Designed as a small, intimate two-story private funeral chapel by and for the renowned Asam artists.

Its guiding concept is to frame the darkness so one can truly feel the divine light descending from above.
✨🖤

You'll love this @grey4626!

[Selina @selinatasnim1]

After 9 years in the gym and helping over 900 people lose between 9–36 kg, here are the best fitness tips I’ve learned:

1. Stop drinking alcohol.

[Charles Northeimer @NortheimerMacro]

Any comments my views, not advice

[Charles Northeimer @NortheimerMacro]

Markets likely underestimating flow thru from Iran/Hormuz. Effects will start coming through in a week or so in USA, in a few days starting in Asia. This will raise costs, reduce margins, & dampen PE's from high forward guidance. Short S&P & Nasdaq on any short term rallies.

[Charles Northeimer @NortheimerMacro]

Most vulnerable currencies short term could be NZD, AUD, GBP vs USD. Even if Trump Taco's, relief should be short term. Silent megotiations taking place (beyond public posturing) but Iran has harder liners in place.

[Alex Taylor @AlexTaylorNews]

Even as someone who is not religious in the slightest, I find these Spanish semana santa 𝑝𝑟𝑜𝑐𝑒𝑠𝑖𝑜𝑛𝑒𝑠 absolutely awe-inspiring - so I did a montage of some of them👇
Happy Easter❤️🇪🇸 (sound on)

[Heritage Matters🔱 @HeritageMatterz]

Spain's first Gothic cathedral, construction began in 1221 and was completed in 1567.

Catedral De Burgos.

[NRI Travelogue @nritravelogue]

Neuschwanstein castle, Bavaria, Germany 🇩🇪

[WORLD 2026 🌊 @W0rld2026]

Granada, Spain 🇪🇸

[Mytical Europe @EuropeMytical]

Ghent is one of the most beautiful and picturesque cities in Belgium, often described as a “hidden gem” in the Flanders region.

[EchoesOfEarth🌍 @naturalbeautyi7]

📍Scottish Highlands 🇬🇧