Todd Groth, CFA

Head of Index Research, Tilt @ridethetilt. 20+ years #macro #markets observer, 10+ years #macrostrategy #hedgefunds #quantresearch #digitalassets #riskmgmt

[Ramp Capital @RampCapitalLLC]

Me trying to do my job rn

[Todd Groth, CFA @Tgroth8]

@bennpeifert

[Mo Shaikh 🇺🇸 @Moshaikh]

Citadel, is one of the most significant hedge funds, and they just dropped tokenomics …

And it’s not what you would have expected

[Todd Groth, CFA @Tgroth8]

@bennpeifert Thanks for the update @bennpeifert. Unfortunate but more the luck of the draw than any oversight. Looking forward to hearing about the next ride

[Todd Groth, CFA @Tgroth8]

@TheStalwart I think we’re seeing more of a relief rally from the quarter end rebalancing of passive funds

[Citrini @citrini]

I spent 100 hours over the past week researching, writing and editing the piece we just put out.

It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.

And we’ve released it for free. Hopefully you enjoy it.

https://t.co/YK8E11GcDU

[Goshawk Trades @GoshawkTrades]

Still one of the best ways to summarize profitable trading:

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Jason Furman @jasonfurman]

A terrific statement from a true statesman.

I am grateful for everything Chair Powell is doing to resist this outrageous attempt by the President to use lawfare to subvert the Fed’s responsibility to pursue the objectives set for it by law—maximum employment and price stability.

[Todd Groth, CFA @Tgroth8]

@bennpeifert @TheStalwart IPO before bust plz

[zerohedge @zerohedge]

"large S&P MOC imbal with $7.3b to BUY - so much for month end supply." - GS S&T

[zerohedge @zerohedge]

*TREASURY DEPT AWARDED A CONTRACT TO PALANTIR FOR API LAYER

[Cameron Westland @cjwestland]

I hope Jon does a write up on how this site works: https://t.co/qrlktm8Poy

Pretty happy with how it’s working.

cc: https://t.co/uWpyFQ4ooX

[Todd Groth, CFA @Tgroth8]

LFG!!🚀🚀Tilt raises $7.1M to launch AI-powered direct indexing https://t.co/pNYOrFctJs

[Ramp Capital @RampCapitalLLC]

Reminder: The first move is always wrong.

[RenMac: Renaissance Macro Research @RenMacLLC]

While the median dot shifted up to three cuts in 2025, there is still a pretty wide split. Indeed, nine officials saw two cuts or less for the rest of the year.

[talmon joseph smith @talmonsmith]

this is it. this is everything