Olivia
Online
Carpathia Portfolio Consulting.AI enabled.
@RostronE
. Tweets are for entertainment only. "Yeah passive, it's easier than thinking"-Hoenig was right!
Joined March 2012
2.2K Following
2.8K Followers
35.3K Posts
@SportsNasc @Seth_3773 Hook’em . Attention Horna fans they are gonna hate you no matter what we say or do so being nice is a waste of time.
@byBDavis Poor Hunter Dekkers.
@LoewyLawFirm You have not moral compass.
@Ihurtyofeelings @RedRaiderAbe @CJVogel_OTF Not certain I have heard rumors he lives near CC in DFW area.
Who to follow
Bill
@wabuffo
1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Deer Point Macro
@deerpointmacro
Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.
Kantro
@MichaelKantro
Chief Investment Strategist @Piper_Sandler. Voted Wall Street's #1 Portfolio Strategist in '24 & '25. #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
@NashTalksTexas Should have given him the green light on 3-0
Market update
@_kingburns1 Losers like you never would get close.
@StealthQE4 https://t.co/4UwqRg85iJ
@StealthQE4 Keynesian idea won the day 100 years ago and now here we are. It needs to be exapunged from the system.
@tutufamilyoffi1 Yeah I did. I traded it very well though press de press ect. But watching now
$envx Last chance to cover boys..............
🚨 The “blowout” jobs report that just killed your rate cut? Misleading.
It was bartenders. 🍺
70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament.
Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯
Look under the hood. 🧵
@TaviCosta Law of large numbers on sov bonds. Not ycc, ycc inbound after pain.
@Blockstradamus_ @TaviCosta Here the issue: can raising rates at this point do anything? I doubt it except kill the markets. The due is cast!
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