Logan Moulton,CFA

[Hassan W. Bhatti @hwbhatti]

Think it. Say it. Done.

The average person spends 3 hours typing + switches 1,000 tabs per day.

That ends today.

Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks.

RT + Comment "Lemon" to get free access for 30 days.

(must be following so I can DM you)

[Logan Moulton,CFA @loganfintwit]

@hwbhatti Lemon

[Logan Moulton,CFA @loganfintwit]

@BennettWoodman Great perspective !

[Luke Gromen @LukeGromen]

A "pet rock" should not outperform equities long-term in an economy broadly engaged in positive economic value-added activities.

A "pet rock" should absolutely outperform equities long-term in an economy broadly engaged in debt-fueled financial engineering to drive returns.

[ Q-Cap  @qcapital2020]

This mf’er really said if retail investors lose their entire capital with this SPAC there can be « no crying in the casino » in his S1 filing 🤣🤣🤣🤣

[Michael A. Arouet @MichaelAArouet]

The success of DOGE is simply breathtaking

[Logan Moulton,CFA @loganfintwit]

Exposure is down from earlier highs.
· Are managers right to be cautious at these valuations, or are they once again going to get caught in a pain trade?
· Or will stretched multiples and 1 sided sentiment catch up as tariff effects begin to show?

[Intelschizo @Schizointel]

This was the only twitter account that accurately predicted the B-2's flying East

[BuccoCapital Bloke @buccocapital]

At this point I’m reading this Druckenmiller quote to myself every single day

Sometimes twice a day

[TrendSpider @TrendSpider]

Capitulation Finder flashing bearish on Crude today.

It’s nailed major swings over the past year.

$CL_F 🛢️

[Elon Musk @elonmusk]

Where is the Mike Johnson of 2023!?

[John W. Rich (Wealthy) @Cokedupoptions]

I can not wait to hear how Chamath will make this about himself

[zerohedge @zerohedge]

Goldman on trade court decision: nothingburger

"The administration could quickly replace the 10% tariff with a similar tariff of up to 15% under Sec 122... This would then provide the administration time to launch a series of Sec. 301 cases against larger trading partners "

[Heisenberg @Mr_Derivatives]

I'm 99.99% confident $NKE bottomed now.

His $NFLX trade was one for the ages.

[Logan Moulton,CFA @loganfintwit]

@adaptiv Do you ever post/thinking of chart decks on areas you speak to on the podcast? Thanks!

[Waterloo Capital @waterloo_cap]

How We Invest: The Three-Legged Approach to Smarter Portfolio Management

At IWS, we don’t rely on just one method—we combine quantitative modeling, macro & fundamental insights, and technical analysis to guide smarter investment decisions.

📈 See how our three-pronged process helps us navigate markets from every angle.

➡️ Read more: https://t.co/G4VjsJPaGF

#PortfolioManagement #InvestmentStrategy #WealthManagement #IWSApproach

[Joe Weisenthal @TheStalwart]

Blackstone is now down 40% from its November highs, and is right back at its post-Liberation Day lows.

Remember, this is probably the best run manager of private assets in the world, so just consider how your run of the mill PE or VC shop is looking right now.

[Jim Bianco @biancoresearch]

No foreigners were not selling Treasuries to punish the US (Trump)

A 3-day tick chart of the Dollar Index (DXY). Note the green annotation. It's up 2.2% from Thursday's low. This is a big move for this short a time frame.

If China or other foreigners were selling Treasuries to drive yields up to punish the US (Trump) for the tariff war, they would have to convert those dollars to a foreign currency. Otherwise, selling Treasuries and leaving the money in dollars in a US bank is pointless.

If they sold enough Treasuries to swing yields as wildly as they did today, the subsequent selling of dollars to exit the US would have driven down the dollar. Instead, it rallied more than usual.

This suggests that foreign money was moving into the US, not away from it. As I described above, the selling was more domestic and more concerned about inflation.

[zerohedge @zerohedge]

10Y yield 4.24%. Was 3.87% yesterday

[Logan Moulton,CFA @loganfintwit]

The most "risky" areas had a day... not so much YTD.