Tim Purcell

@thelykeion

[Tim Purcell @HighLineAdv]

We wrote this in December and it's becoming more relevant with every market pump and CPI 'surprise'

"What if the Fed Doesn't Cut Rates in 2024?"

@RogerHirst3

https://t.co/tdiBuARJk4

[Tim Purcell @HighLineAdv]

@KobeissiLetter Just going to leave this here…

“What if the Fed doesn’t cut rates in 2024?”

@RogerHirst3

https://t.co/EsDU3PZAC7

[Michael Nicoletos @mnicoletos]

Thrilled to share my recent conversation with @RogerHirst3 on @thelykeion podcast, where we discussed my perspective and reasons for my structural bullishness on the #US #Dollar.

Huge thanks to The Lykeion team and Roger for a fantastic discussion!

https://t.co/FOO5eDxFeZ

[Tim Purcell @HighLineAdv]

There's a banking crisis but $XLF is only down 7% YTD

There's a war with the 2nd largest nat gas producer in the world and NG1 is down 55% YTD

Interest rates rose at the fastest pace in history and $XLRE is only down 4% YTD

Are we excessively optimistic or drunk at the wheel?

[Tim Purcell @HighLineAdv]

We just launched The Lykeion Channel on YouTube

We'll be releasing all our podcasts and clips there, including The Ides of Macro, which we just released yesterday with host, @RogerHirst3, and our first guest, Grant Williams (@ttmygh)

Go subscribe now!

https://t.co/0fyLMOuxlP

[Tim Purcell @HighLineAdv]

An evergreen tweet.

Let’s now add most of Silicon Valley to this list.

It only took a weekend to ‘solve’ this one but if you irresponsible students think you’re getting off the hook think again.

[Tim Purcell @HighLineAdv]

In it, Grant discusses some of the lessons he's learned from years of interviewing the brightest minds in markets, and how those discussions have helped form his framework for learning from others' mistakes, and how humility and flexibility are the cornerstones of his process.

[Tim Purcell @HighLineAdv]

The inaugural episode of 'The Ides of Macro' podcast with Roger Hirst (@RogerHirst3) is now live!

Our first guest is simply one of the best all-around thinkers out there (and an all-around great guy and friend) Grant Williams (@ttmygh).

https://t.co/AghszDl4us

[Tim Purcell @HighLineAdv]

We’ll be hosting a conversation with @JacobShap and @RogerHirst3 this afternoon.

It’s an open forum AMA. We’ll initially cover their latest Research piece on Japan, then see where the conversation takes us.

https://t.co/VdamC4qEaM

[Roger Hirst @RogerHirst3]

If there are two words that summarize Japan, they are “Unchartered Economics”.

Japan has led the world when it comes to unorthodox economic policy, much of which has now become mainstream.

In this latest Research piece with @JacobShap and @thelykeion, I am therefore

[Tim Purcell @HighLineAdv]

Our latest Research piece gets published this weekend.

Sign up below to get it in your inbox (it's the last one that will be published for free!)

@RogerHirst3
@JacobShap

https://t.co/jKarAdnwLA

[Tim Purcell @HighLineAdv]

given the recent rebound in equities (driven primarily by central banks' perceived dovishness and the hyper-financialization of markets today – as opposed to a focus on fundamentals), the case for more downside continues to grow.

https://t.co/uD6Oe4FJgJ

[Roger Hirst @RogerHirst3]

Is Korea confirming China's reopening? KOSPI200 up 1.5% today, breaking a neckline. BUT, it's only just started to outperform DAX. If China is really re-opening, KOSPI should do well. Could be a fake break. If Korea underperforms, China opening may disappoint

[Tim Purcell @HighLineAdv]

Our 2nd Research piece is now live!

@JacobShap & @RogerHirst3 tackle the two biggest forces driving markets: Russia/Ukraine & China's reopening, from both a Geopolitical & Macro lens

And we'll be hosting a Spaces AMA on Feb 6th to discuss, so stay tuned

https://t.co/InkrVfUgeC

[Roger Hirst @RogerHirst3]

Employment matters. The "deep recession/mild recession/no recession" case will probably come down to the strength of the US jobs market. Recessions cause job losses and job losses cause recessions, but every recession has seen a rapid rise in unemployment (3 charts) @thelykeion

[Tim Purcell @HighLineAdv]

From @RogerHirst3 in our latest Lykeion Research publication
//

🧵
1/18

There is huge uncertainty in wages (we know this because of the failure of the Phillips curve before COVID).

[Tim Purcell @HighLineAdv]

We're incredibly excited to announce the launch of Lykeion Research - a deep-dive exploration into the converging worlds of Geopolitics & Macro with @JacobShap & @RogerHirst3 authoring this new product

For subscribers, it's in your inbox

For non-subs👇

https://t.co/jKarAd5Vn0

[Tim Purcell @HighLineAdv]

We're just going to say it - @RogerHirst3's latest Macro Report is likely all you'll need to read on why markets are reacting the way they are today given the jobs report.

Read it, share it, shut off your feed, and go enjoy the weekend.

https://t.co/rwAaIy5eU8

[Tim Purcell @HighLineAdv]

We just put out our Charts packet this morning, and one chart in particular already needs to be updated...

more to the downside for inventories...

#oil #wti #oott
@TankerTrackers @chigrl @energy_blogger

https://t.co/mrxZergf47

[Tim Purcell @HighLineAdv]

Cineworld ($CINE) (largest UK movie theatre chain) is likely to file for bankruptcy and $AMC is worth almost $5 billion

$CINE generates more cash and has less debt than $AMC

Let that sink in

Rates will continue to rise until this madness ends...

https://t.co/mrxZergf47