Sami Dalouche

[Sami Dalouche @samidalouche]

@42MacroAware Question regarding the aggregated weather model signals. Do these signals (Bonds, Stock, Commodities, ..) usually lead or follow the market?

Thanks

[Sami Dalouche @samidalouche]

@MarcoP46262425 @42MacroAware @MacroCat1 One way of achieving that would be to ignore everything in the LMN and simply follow the KISS portfolio in ATH

[Sami Dalouche @samidalouche]

@mariofusco AWS: EMR, Lambda, etc all use antiquated JREs

[Sami Dalouche @samidalouche]

@42MacroAware Is there anything in the toolkit you provide that we can use to track the evolution of money velocity in the economy?

The reason I ask is that from what I understand, fiscal impulse is down, interest rates are up, money supply is down, so velocity has to be in the driver seat?

[Sami Dalouche @samidalouche]

@42MacroAware So is it a wrong assumption of mine that in certain deflation conditions, the dollar and gold are positively correlated, both going up?

[Sami Dalouche @samidalouche]

@42MacroAware Can we expect yields to spike for the long end while they replenish the TGA, or there is no obvious consequence that we can foresee ex ante as it depends on too many variables?

Thanks for your work, we normal human beings appreciate it.

[Sami Dalouche @samidalouche]

@42MacroAware For people who would like to front-run the Westher model on when the USD turn back to neutral and/or bullish, what would be the signal changes to look for/expect? Thanks

[Sami Dalouche @samidalouche]

@42MacroAware Thanks for your hard work again! Take care of you and your fiancé over the weekend!

[Sami Dalouche @samidalouche]

@42MacroAware What drives the inflation / USD correlation vs non correlation? Could it be the level of inflation? USD has been going up with inflation going up and now doing the opposite whereas it was traditionally the opposite.

Thanks.

[Sami Dalouche @samidalouche]

@ColinSt30481392 Thanks for the chart! So in your opinion, still a couple months (roughly) of Precious Metals weakness before resuming the uptrend?

[Sami Dalouche @samidalouche]

@ColinSt30481392 Thanks!

[Sami Dalouche @samidalouche]

@Northst18363337 Thanks for the chart. So your best guess atm is to add if/when price corrects toward $1700?

[Sami Dalouche @samidalouche]

@MacroVoices What about a @kevinmuir + @JeffSnider_AIP episode on the direction of the USD?

[Sami Dalouche @samidalouche]

@adventuresinfi @KeithMcCullough

[Sami Dalouche @samidalouche]

@philipedsel @KeithMcCullough The “micro” show is for grazers ;-)

[Erik Townsend 🛢️ @ErikSTownsend]

Attn: @MacroVoices listeners. Please re-tweet to let @RayDalio know if you think an interview on @MacroVoices would be a good way to overcome the frustrations he experiences with the Financial Flintstones (Cable networks & WSJ)

[Sami Dalouche @samidalouche]

@AdamMancini4 Familiar with Jeff Snider’s eurodollar shortage theory or Brent Johnson’s Milk Shake theory? No idea of it’a currently playing out.

[Sami Dalouche @samidalouche]

@UraniumSir What are the other names you are accumulating?

[Sami Dalouche @samidalouche]

@nntaleb would be proud of him @antifragile https://t.co/HpR0gYTNHs