Stephen Worrall

Strong opinions, loosely held. I may start talking about #bitcoin. Love all this #4IR stuff. #IAQ questions? Just ask...

[Stephen Worrall @StephenW_io]

I sold the fist pentium computers. I watched the web change everything. This is why I believe in the blockchain and crypto and all that comes with it. https://t.co/wL6gE4vxwE

[Anthony Pompliano 🌪 @APompliano]

I'm reminded of this 1993 CNN video about "Internet" every time someone tells me blockchain & crypto aren't going to be important.

History will be unkind to the non-believers. 🚀

[Brian Krassenstein @krassenstein]

FACT CHECK THREAD:

Nick Shirley’s misleading claims about Minnesota, Somali communities, and “fraud” 🧵

There’s a reason his videos feel shocking, and it’s not because he uncovered something real. Here’s what he’s not telling you: @nickshirleyy

[Stephen Worrall @StephenW_io]

@financedystop Cheapest. Bid. Wins. 🤷‍♂️

[Stephen Worrall @StephenW_io]

@RealRickRule Hi Rick, just listening to your latest on Macro Voices.
Any thoughts on coal and its miners over the next 12-18 months? Specifically $HCC
Thank you

[Stephen Worrall @StephenW_io]

@ShardiB2 $CRCL will be the largest company in the world imo

[David Hogg 🟧 @davidhogg111]

Where the hell are all the “how are we gonna pay for it” politicians now that we’re on the brink of another multi trillion dollar war?

[Stephen Worrall @StephenW_io]

@AndreasSteno I wouldn’t be surprised to either see a cut tomorrow or a strong jawbone in that direction.
Powell has the cover now imho

[Stephen Worrall @StephenW_io]

@DariusDale42 I love the rarely seen “dgaf” DD. Call it like you see it skipper. #PurpleTieDay 🤣🫡

[Stephen Worrall @StephenW_io]

@DariusDale42 Thank you skipper for your passion and dedication to your craft. Have a great weekend. 🫡

[Stephanie Kelton @StephanieKelton]

Future generations will be crushed under this mountain of financial wealth.

[Stephanie Kelton @StephanieKelton]

@RockafellowDave https://t.co/UJmfuCuEZv

[Barchart @Barchart]

BREAKING 🚨: U.S. Banks

U.S. Banks are currently facing $482 Billion in unrealized losses, an increase of 33% from the prior quarter.

With rates now skyrocketing, these losses are going to increase. Banks, particularly small banks, are in trouble!!

[Darius Dale @DariusDale42]

What Does Paradigm C Mean For Your Portfolio?

Today, I joined @cvpayne to break down why markets are embracing Paradigm C—a pro-growth blend of stimulus, tax cuts, deregulation, and strategic reshoring. Unlike the austerity-driven Paradigm B, which would favor Main Street but hurt Wall Street, Paradigm C expands the K-shaped economy—bullish for stocks, credit, and crypto, bearish for bonds and the dollar.

While rising rates and Treasury volatility may cause bumps along the way, geopolitical and fiscal tailwinds are fueling an economy on steroids. Stay risk-on. Use volatility to buy the dip.

If you missed the appearance, watch it here:

[Andreas Steno Larsen @AndreasSteno]

The private money creation is hotter (relative to trend) than it was in 2020/2021

This is not an economy on the brink of a recession

https://t.co/u0v1vNfnwi

[Boring_Business @BoringBiz_]

Stanley Druckenmiller is undoubtedly one of the best hedge fund managers of our time

This interview is from roughly a decade ago at USC, but remains one of my favorites

He discusses why he believes in putting all your eggs in one basket and watching that basket very closely

[Stephen Worrall @StephenW_io]

@stockmarket105 @BoringBiz_ Was think the sales angle too. The interaction between them is hilarious. “You’re too close” “Shut the fuck up” as he tries to control the show. 🤣🤣

[Stephen Worrall @StephenW_io]

@AndreasSteno $SUI seems to have gotten the memo. What a difference a few hours make

[Julien Bittel, CFA @BittelJulien]

Philly Fed data for May dropped yesterday – and the Future New Orders index just made history. Literally.

Expectations for new orders posted the largest monthly spike ever recorded – going all the way back to the index’s inception in May 1968.

A staggering +4.3 standard deviation move.

For perspective:

That’s an even bigger move up than the downside collapse during the depths of the 2008 Global Financial Crisis (-4.1 standard deviations).

Let that sink in...

As far as we're concerned, the macro big picture remains this:

Q1 growth was weak. The reason is straightforward – financial conditions tightened sharply in Q4. The dollar ripped, bond yields surged… a classic tightening phase.

This was driven by businesses panic-loading inventories ahead of Trump tariffs, and markets front-running the inflation narrative.

We’ve highlighted repeatedly:

This had all the hallmarks of Q4 2016 during Trump’s first term. Just like early 2017, that tightening spilled over into slower growth momentum in Q1.

But here’s the important part:

Those Q1 headwinds have flipped into Q2 tailwinds.

Everything flows downstream from changes in financial conditions…

Purchasing managers’ expectations are shifting – and shifts in thinking eventually translate into action.

Sentiment shifts first. Action follows. It always does.

Bullish.

[Stephen Worrall @StephenW_io]

@GoingJGalt @AndreasSteno I was thinking exactly this

[Real Vision @RealVision]

🧵 Markets Are About to Explode — And Almost Everyone Is Positioned Wrong

The #MacroInvestingTool data is clear.

The dollar just triggered a macro slingshot that historically launches stocks and crypto into the stratosphere.

{thread} 👇

[Stephen Worrall @StephenW_io]

Anyone who thinks that robots and AI won’t affect THIER job. 👇