Brian Meagher

[Brian Meagher @meagherbrian]

GoFundMe campaign Something 4 Bali 2 to help those in need in Bali, providing food to unemployed & caring for elderly & disabled who have no one else. Please consider sharing or contributing to this important cause. https://t.co/110gPLZ7vZ

[Brian Meagher @meagherbrian]

@jam_croissant @maggielake Incredible interview. Your strength in the face of those major major losses in your life is an example to us all. Thanks for all you do, giving back.

[George Noble @gnoble79]

The Liquidity King Says Global Debt Spiral Drives Up Gold, Bitcoin, and ... https://t.co/7Dv4LH888H via @YouTube

[Brian Meagher @meagherbrian]

@QCompounding Send

[ConvexityMaven @ConvexityMaven]

The 2025 Stocking Stuffers

Come this time every year, I publish a list of “Investments” that I think will do well over the intermediate horizon – two to five years.

>>> https://t.co/7oFGqd5NlU

My Macro-view has not changed much: Higher for longer and T10yr "fair value" near 4.35%.

@profplum99 @EconguyRosie @biancoresearch @ErikSTownsend @JeffSnider_EDU @jam_croissant @dampedspring @LukeGromen @LynAldenContact @DiMartinoBooth @agurevich23 @DariusDale42

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

Source: https://t.co/hDsdPOWo2T

[The Factor Report @PeterLBrandt]

Excellent post Steven. Making money has very little to do with being right on the next trade

[Demetri Kofinas @kofinas]

Agreed. Napier has IMO the most complete economic framework for the world we are living in today. His Solid Ground newsletter is one of the highest signal-to-noise ratio publications out there, as is American Affairs btw.

[Nayiri Mississian, MHP @NTSTranslation]

Is Migraine an epidemic❓️

Migraine researcher and expert Dr. Angela Stanton explains❗️

Short clip ▶️▶️▶️
https://t.co/u1byu4dCyg

If you like these short clips, please 🙏 consider subscribing. Thank you !!
@MigraineBook

[Danny Dayan @DannyDayan5]

I strongly recommend watching Stan Druckenmiller’s full interview. He is probably the best macro investor of all time. I don’t think he’s ever had a down year.

He explains succinctly why he doesn’t think policy is restrictive. Hard to argue with him.

https://t.co/xMSLs41Uyh

[Joseph Wang @josephwang]

Interesting talk by Russell Napier on 21 things we can learn from financial history.

https://t.co/1A4CU3rOaB

[sns_trader @sns_trader]

Life changing opportunities come around very rarely in life, maybe once every 3-4 years…

[jacob l. shapiro @JacobShap]

Cool!

https://t.co/JYCZMKOCm1

[Brandon Beylo @marketplunger1]

Michael Burry's (@michaeljburry) Investment Strategy One-Pager

- Buy roadkill

- Sell when roadkill's been polished

- Care little about general market

- Focus on FCF & Enterprise Value

- Invest in Rare Birds

- Hold 12-18 Stocks

- Buy within 10-15% of 52-week low

Love it.

[Brian Meagher @meagherbrian]

@aaronvalue @MebFaber Thanks for the clarification. Keep up the great work 👍

[Brian Meagher @meagherbrian]

@MebFaber great podcast with @aaronvalue as always! One question with full respect. To what do you attribute the underperformance of TOKE vs other ETFs in the space in 2024? Or is this a classic contrarian case of invest in the manger who has underperformed....

[Tony Greer @TgMacro]

The MacroDirt Podcast is about to go on a Pete Rose hitting streak with the 4th of July behind us. Look for me and @dailydirtnap to drop Episode 3 on Thursday.

[John P. Hussman, Ph.D. @hussmanjp]

Updated tally of overextended warning flags in daily data - discussed in the June comment
https://t.co/Usje0uozEG
This version restricts the red tally to periods when our primary gauge of market internals was also unfavorable. Not a forecast or stand-alone strategy. Just FYI.

[Aswath Damodaran @AswathDamodaran]

My mid-year update of equity risk premiums, by country, up and running. In the first half of 2024, global equity risk premiums trended down, with the US leading the way. Webpage: https://t.co/IfY5XbiNdu, ERP data (by country): https://t.co/amUh9O5xkI

[Charlie Bilello @charliebilello]

2024 Global Equity Returns...

https://t.co/l5IYmkf6Ih