Twiangulate

Turning Twitter’s noise about markets into music. Run by @hc.

[Sree Sreenivasan (sreenet.substack.com) @sree]

Another magical memory from @metmuseum and my stint as Chief Digital Officer. My story of how I started, in 1981, a three-decade, one-way love affair with one of the world’s greatest museums. #3MetYears 🖼️

[Spencer Jakab @Spencerjakab]

@BomsteinRick The best tweets are those you’re *almost* sure are sarcastic.

[J.C. Parets @JC_ParetsX]

Twitter is a great place to learn, share ideas and meet amazing people. If you don’t feel the same way it’s because you’re doing it wrong.

[Twiangulate @Twiangulate]

Twiangulate: tracking FinTwit insiders: How common is "common knowledge"? https://t.co/UlPWRbCPz4

[Twiangulate @Twiangulate]

Overextrapolation fuels bubbles and crashes. https://t.co/ThrLUXqE4k

[Alf @MacroAlf]

You want to buy stuff when it’s page 10 of the newspaper.

And start selling it when it’s made its way to page 1.

[Callum Thomas @Callum_Thomas]

Reminder for fintwit'rs

Never seek to invalidate some other market practitioners approach/process/way of life... there's virtually an infinite number of ways to approach this thing, and not only is it ok if someone else takes a different approach -- that's actually a good thing!

[Twiangulate @Twiangulate]

Twiangulate: tracking FinTwit insiders -- Twitter Insiders: The Bond Market Edition https://t.co/ZO08lmcyvz

[Twiangulate @Twiangulate]

Often price drives interpretation, and both become new data that must be interpreted. Oy.

[Peter Atwater @Peter_Atwater]

No one is truly data dependent.

Data doesn't stand on its own. It requires interpretation.

And it is always the interpretation that drives behavior.

[Twiangulate @Twiangulate]

"Everyone" is such an elastic concept anyway.

[Markets & Mayhem @Mayhem4Markets]

People keep telling me "everyone is bearish".

I don't really care how they feel.

Tell me how they're positioned...

[Twiangulate @Twiangulate]

Confirmation bias kills.

[Marc-André Fongern @Fongern_FX]

Never be cocky when involved in markets; those very markets and narrative shifts have the ability to f*ck you unexpectedly at any time.

[Twiangulate @Twiangulate]

As in our other recent tweets: the hardest piece may be figuring out how big or convinced "the crowd" really is. Sometimes a big crowd is nearly silent or not even able to articulate its core assumptions. And sometimes a tiny crowd is very loud.

[Peter Atwater @Peter_Atwater]

Rather than focusing on our own stories - believing them to be right - we are better off focusing on the stories of the crowd. Right or not, those are the stories that will drive decisions and actions ahead.

[Twiangulate @Twiangulate]

A snapshot of Wall Street analysts' collective take on '23. Does the absence of "hard landing" forecasts make one more likely?

[Mac10 @SuburbanDrone]

When this all explodes, the kids on Wall Street can join Sam Bankman saying "I fucked up":

[Twiangulate @Twiangulate]

True that! At the same time, it's hard to know a group's real size relative to the total universe of possible decision makers. Sometimes you think you're riding alone, but it turns out lots of other people silently share your assumptions.

[Jared Dillian @dailydirtnap]

Investing is a social activity. People love to share ideas with each other, and they like it even more when they get validation from a group that their ideas are sound.

Nobody likes to be alone. It can be hell. But that's when you make money.

[Twiangulate @Twiangulate]

Maybe true. Maybe not. How to reliably determine what "most investors think?"

[J.C. Parets @JC_ParetsX]

most investors think US Stocks are in a bear market and are wondering where the bottom is...

[Twiangulate @Twiangulate]

@pmarca So a monkey manages your wealth?

[Charlie Munger Fans @CharlieMunger00]

The sharpest minds on Wall Street predicted the S&P500 for 2022

Goldman Sachs - 5,100
Wells Fargo - 5,200
JP Morgan - 5,050

Finished at 3,839

Not one close

Pay zero attention to forecasters. ZERO

[Twiangulate @Twiangulate]

Twitter is a noise machine that sometimes makes music.

[Paulo Macro @PauloMacro]

@pranjal_chaubey @MacroAlf @biancoresearch I can’t take these impersonators man. I have given up flagging them.

[Tansu Yegen @TansuYegen]

10 Things that require zero talent