XC Macro 🧭

📈 Private Macro Trader | Not here to sell, recruit, or monetize. Don’t even ask! The floor moved to X. I never left. Endurance junkie: 🏊‍♂️🚴‍♂️🏃‍♂️🚣‍♂️🪂

[XC Macro 🧭 @XavierComelli]

@NickTimiraos By now, who is actually reading Trump’s hyperbolic tweets about the Fed?
Presidents complaining about interest rates is as old as central banking itself. It carries almost zero new information. 💯Political theater!

[XC Macro 🧭 @XavierComelli]

Interesting take. Yesterday, Yardeni raised the probability of a market meltdown to 35% while still assigning 60% to his “Roaring 20s”. If the market rips higher, he points to the 60%. If it implodes, he reminds everyone he warned about the 35%. Yardeni mastered the art of "forecasting without failing".

[XC Macro 🧭 @XavierComelli]

@kalinowski007 It’s a massive pivot. OpenAI started as the "open-source, for-the-people" underdog and has essentially morphed into a defense contractor with a corporate ego! Altman god syndrome at work…

[XC Macro 🧭 @XavierComelli]

@MacroEdgeRes He forgot his campaign's "no more never-ending wars" slogan?

[XC Macro 🧭 @XavierComelli]

@sama Too little, too late. The user base is migrating… you guys are too blind to see it.

[XC Macro 🧭 @XavierComelli]

@JavierBlas Trump could use a history lesson. Western powers have consistently extracted more pain than oil from the Middle East.

[XC Macro 🧭 @XavierComelli]

@MacroEdgeRes Another graveyard of empires!

[XC Macro 🧭 @XavierComelli]

@MacroEdgeRes Ice Barbie got roasted.

[XC Macro 🧭 @XavierComelli]

@neilksethi …So the US Navy will be firing $4M missiles to shoot down $20k drones, protecting private oil tankers carrying $175M worth of oil through the Strait of Hormuz. The ships aren’t American-owned. The bill is! Great job Mr. president.

[XC Macro 🧭 @XavierComelli]

@MacroEdgeRes Trump is dilutional; history shows the West has never beaten Iran for a meaningful period of time.

[XC Macro 🧭 @XavierComelli]

@MacroEdgeRes This sounds like an own goal! lol

[XC Macro 🧭 @XavierComelli]

@michaeljburry One can be momentarily bearish, but the tech behind AI is here to stay. Because you’re short, you see everything as wrong.

[XC Macro 🧭 @XavierComelli]

@MacroEdgeRes He’s losing his grip at home and struggling to control his own party, yet he’s floating the idea of taking Cuba. Focus on fixing your own house first. ;-)

[XC Macro 🧭 @XavierComelli]

The "American Farming Model" (the dream of a family sustaining itself on 160 acres of row crops) has been obsolete since the Industrial Revolution. A century of government lifelines is the only thing keeping it afloat. Just like a sailor on a sinking ship, white-knuckling the last splinter of a mast still above the waterline :(

[XC Macro 🧭 @XavierComelli]

@NickTimiraos

[XC Macro 🧭 @XavierComelli]

@MacroEdgeRes @RESightsbyME @MacroEdgeVision Trump’s approval rating is among the lowest sustained levels for any modern president roughly 13 months into a term: without a crisis driving it. Great job!

[XC Macro 🧭 @XavierComelli]

@michaeljburry I have been doing this since 2022. You guys are in denial!

[XC Macro 🧭 @XavierComelli]

@Barchart Not changing narrative, but the chart is outdated.

[XC Macro 🧭 @XavierComelli]

@Barchart It is always easier to mock the risk taker than to be the one brave enough to take the risk.