Pascal Kummert

Founder & CIO at Calvion Capital. Next Gen Macro Investing = macro-political regime shifts. Not investment advice, views are my own and not of Calvion Capital.

[Pascal Kummert @macroalpha]

@Geo_papic @Geo_papic is there a refresh of this? my sense is this has been going up significantly in the last 3 days after Iran recalibrated its target list.

[Pascal Kummert @macroalpha]

@vtchakarova the signal for what exactly?

[Pascal Kummert @macroalpha]

@realKunalAShah @robin_j_brooks and EU....

[Pascal Kummert @macroalpha]

@realKunalAShah any clue if auto tariffs for EU and china tariffs are stacked? still cant find

[Pascal Kummert @macroalpha]

@FibonacciInves1 pre tax payment deadline selling to liquidate investments for cash to pay IRS...

[Pascal Kummert @macroalpha]

@MacroAlf outlined well that the consensus "Goldilocks" regime favors emerging market asset allocations. But is that a stable equilibrium and what's next?
https://t.co/w9RLlZqVz4

[Pascal Kummert @macroalpha]

@michaeljswalker @Geoffreytsmith Yes, this is the case in Argentina. Spoiler alert: it didn’t help and added to the problem.

[Joanna Lillis @joannalillis]

#Kazakhstan rebrands its oil to avoid Russian sanctions contagion - my piece for @eurasianet #Russia #Ukraine #sanctions
https://t.co/zl4O1rKGpl

[Pascal Kummert @macroalpha]

@RaoulGMI Agree trading headlines makes little sense. Though, it is this attitude that leads to the opportunities for my firm. Traditional macro players have no rigorous process when politics interfere with economics. It requires digging so much deeper to anticipate the headlines!

[Pascal Kummert @macroalpha]

@dmg_FutexLive any quick tweets you can feed us on euros to and bunds at these levels? False breakout or continuation?

[Pascal Kummert @macroalpha]

@dmg_FutexLive no sound on your market watch broadcast