@markoinny Marko Kolanovic

Marko Kolanovic posts on X about china, stocks, tariffs, ai the most. They currently have [-----------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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Social Influence

Social category influence finance #3015 countries stocks technology brands cryptocurrencies #511 celebrities currencies travel destinations fashion brands us election

Social topic influence china, stocks #211, tariffs, ai #1169, iran #1846, momentum, trade war, $nvda, inflation, fed

Top accounts mentioned or mentioned by @hayekandkeynes @mrderivatives @smallwinz @elonmusk @apompliano @billackman @dampedspring @rosshendricks @tomaspueyo @farinacciosean @eliantcapital @specialsitsnews @howardlutnick @urbankaoboy @dshephard @danushman @truthgundlach @10009nyny @nicktimiraos @topadoduran

Top assets mentioned NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Netflix Inc (NFLX) Oracle Corporation (ORCL) UnitedHealth Group (UNH) Bitcoin (BTC) Sandisk Corporation (SNDK) Oklo Inc. (OKLO) Alibaba Group (BABA) Apple, Inc. (AAPL) SPDR S&P [---] ETF Trust (SPY) Centene Corp (CNC) Lululemon Athletica Inc (LULU) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO)

Top Social Posts

Top posts by engagements in the last [--] hours

"https://cincodias.elpais.com/mercados-financieros/2024-08-08/kolanovic-el-nostradamus-de-wall-street-despedido-por-anticipar-la-tormenta-bajista-en-las-bolsas.html https://cincodias.elpais.com/mercados-financieros/2024-08-08/kolanovic-el-nostradamus-de-wall-street-despedido-por-anticipar-la-tormenta-bajista-en-las-bolsas.html"
X Link 2024-08-12T06:02Z 13.9K followers, 12K engagements

"@NiklasWebb Thank you Nick W"
X Link 2024-08-12T18:19Z 13.9K followers, [---] engagements

"August [----] selloff. Today there are different issues (US election risks major wars YC inversion Sahm rule Ch11 filings/credit cards.) https://www.linkedin.com/pulse/crude-oil-sp-futures-higher-rates-marko-kolanovic-daniel-riley/trackingId=a%2BRE3PE2nptxeUrAiS9EEA%3D%3D https://www.linkedin.com/pulse/crude-oil-sp-futures-higher-rates-marko-kolanovic-daniel-riley/trackingId=a%2BRE3PE2nptxeUrAiS9EEA%3D%3D"
X Link 2024-08-13T17:43Z 13.9K followers, 190.8K engagements

"@hmeisler i agree. and the first cut was historically not a great signal either. p.s. you are a better economist than many"
X Link 2024-08-13T20:42Z 13.9K followers, [----] engagements

"Riskiest geopolitical event past month (that markets failed to price) Trump Butler PA 7/13 Kursk / Zaporizhzhia Hamas / Fatah in Beijing Kurilla / Shoigu in ME Trump Butler PA 7/13 Kursk / Zaporizhzhia Hamas / Fatah in Beijing Kurilla / Shoigu in ME"
X Link 2024-08-13T22:52Z 13.9K followers, 74.5K engagements

"tricky part about inflation going forward will be that weak print might signal demand collapse. focus may shift on jobs and '25 earnings. historically first cut was nothing to be celebrated"
X Link 2024-08-14T16:24Z 13.9K followers, 120K engagements

"@SamanthaLaDuc @JasonEBurack Thank you great video"
X Link 2024-08-14T19:12Z 13.9K followers, [----] engagements

"@Sayter @SqueezeMetrics October [----] "we remain above consensus bullish""
X Link 2024-08-14T19:26Z 13.9K followers, [---] engagements

"CTA roundtrip. Oil vs stock too optimistic about negotiations Fingers crossed for peace"
X Link 2024-08-16T13:22Z 13.9K followers, 18.4K engagements

"Elections outcome and subsequent near term stock market reaction Kamala wins Market up Kamala wins Market down Trump wins Market down Trump wins Market up Kamala wins Market up Kamala wins Market down Trump wins Market down Trump wins Market up"
X Link 2024-08-17T23:19Z 13.9K followers, 19.1K engagements

"Lack of market concern for geopolitics is astounding. Red Sea chaos Trkiye in BRICS Iran attack Libya Russia China. changing world order. Some investors referred to it as simulation - when perception of the world is different from reality"
X Link 2024-09-03T18:51Z 13.9K followers, 161.7K engagements

"@SamuelRines few possibilities: taiwan - nvda - spx oil - consumer - spx inflation - fed - spx war - confidence - spx china - global gdp - spx and many others"
X Link 2024-09-03T19:28Z 13.9K followers, [----] engagements

"Farce at the nexus of new tech geopolitics regulations and speculative hype. An Achilles' heel of US and global stock market should there be another Strait Crisis. @heisenbergrpt https://x.com/heisenbergrpt/status/1831099162538184826 Nvidia's Daily Market Cap Swings Border On Farce https://t.co/NJAhujJDDl https://t.co/elFrjuWQMt https://x.com/heisenbergrpt/status/1831099162538184826 Nvidia's Daily Market Cap Swings Border On Farce https://t.co/NJAhujJDDl https://t.co/elFrjuWQMt"
X Link 2024-09-04T00:16Z 13.9K followers, 11.8K engagements

"with asset valuations near record highs latest data ok and about a month to important elections (+some senators pushing) . 50bps is not a good looks"
X Link 2024-09-18T11:07Z 48.5K followers, 95.7K engagements

"Trading markets now imply more likely Trump win. Will US warm up to Russia RFK Jr. to vaccines left to right Orderly or like [----] S&P P/E near all-time highs. Whoever wins will be handed a sandwich (AI bubble elevated recession risk debt geopolitical and political chaos)"
X Link 2024-10-23T11:13Z 13.9K followers, 41.6K engagements

"@FarinaccioSean Thank you. This and a view on future ai demand/growth where we probably differ https://x.com/FactSet/status/1848143934481920213 The forward 12-month P/E ratio for $SPX of [----] is above the 5-year average (19.5) and above the 10-year average (18.1). #earnings #earningsinsight https://t.co/bJagJ4e48J https://t.co/AS15u9LdeJ https://x.com/FactSet/status/1848143934481920213 The forward 12-month P/E ratio for $SPX of [----] is above the 5-year average (19.5) and above the 10-year average (18.1). #earnings #earningsinsight https://t.co/bJagJ4e48J https://t.co/AS15u9LdeJ"
X Link 2024-10-23T13:47Z 49.8K followers, [----] engagements

"@FarinaccioSean Understood. I have been more cynical about the area vs money already spent/invested and valuations. You may end up being right"
X Link 2024-10-23T14:10Z 49.8K followers, [---] engagements

"Do you think this is true Kamala Harris (yesterday): "Donald Trump vowed to be a dictator on day one. He vowed to use the military to carry out personal and political vendettas. His former chief of staff said he wanted generals like Hitlers." Yes No Yes No"
X Link 2024-10-24T12:56Z 49.8K followers, 14.2K engagements

"@elonmusk @realDonaldTrump The issue is not who can enact changes but manage market response/volatility that could undermine said changes. Understanding the impact on equities rates FX and commodities. Those will drive sentiment/support ability to manage debt trade balance and inflation respectively"
X Link 2024-11-18T17:05Z 14.1K followers, [----] engagements

"take for example $BABA [--] month 80% rally RSI [--] [--] standard deviation move. Its abnormal. these moves usually end up like $HIMS today or $PLTR yesterday"
X Link 2025-02-21T15:26Z 17.4K followers, 21.7K engagements

"One can't address US spending trade and immigration issues without short term economic and markets pain. Investors underestimate Trump's determination"
X Link 2025-02-22T15:35Z 20.1K followers, 107.8K engagements

"Next AI race will be how quickly can companies cut committed AI capex https://x.com/stock_news_AI/status/1894066882463895561 Microsoft just pulled a disappearing act with [--] US data center leasessupply might be overstaying its welcome. Bearish short-term alert as oversupply concerns take center stage. #MSFT #Microsoft https://x.com/stock_news_AI/status/1894066882463895561 Microsoft just pulled a disappearing act with [--] US data center leasessupply might be overstaying its welcome. Bearish short-term alert as oversupply concerns take center stage. #MSFT #Microsoft"
X Link 2025-02-24T16:52Z 20K followers, 35K engagements

"When momentum and AI theme stopped working in the US surely it has to start working internationally flawed logic of so-called 'momentum monkeys' that creates easy opportunities"
X Link 2025-02-25T15:01Z 17.4K followers, 10.3K engagements

"Month-end rebalances next [--] days usually sells indices and assets that outperformed (and vice versa). MTD best performing indices: Hang Seng +18% and various European indices +5 to +8%"
X Link 2025-02-26T15:49Z 20.1K followers, 17.5K engagements

"Consumer confidence and crypto: a bit of a coincidence and a bit of 2-way causation. US Elections: a bit of new crypto era and a bit of a planned exit liquidity event"
X Link 2025-02-27T03:02Z 20.1K followers, [----] engagements

"@eliant_capital Agree for Brazil. $EWZ near gfc [----] [----] em crisis [----] covid lows. Granted largest part is FX and there are many macro fundamental issues but upside downside seems asymetric here for usd investor longer term. It has been sorts of buy at [--] sell at [--] trade past [--] decades"
X Link 2025-03-02T02:28Z 20K followers, [----] engagements

"@eliant_capital .and one year dividend yield at almost 10% mitigates some of downside risk"
X Link 2025-03-02T02:34Z 19.1K followers, [----] engagements

"Xrp Sol Ada I wonder who wrote this for him. Reeks of Milei libra pump. Embarassing https://x.com/BitcoinMagazine/status/1896223468775158104 JUST IN: President Trump announces he's creating a Crypto Strategic Reserve with no mention of Bitcoin 👎 https://t.co/kKwXqCRUpM https://x.com/BitcoinMagazine/status/1896223468775158104 JUST IN: President Trump announces he's creating a Crypto Strategic Reserve with no mention of Bitcoin 👎 https://t.co/kKwXqCRUpM"
X Link 2025-03-02T16:06Z 20.6K followers, 47.8K engagements

"Rally in DAX doesn't make sense: There will be peace great for DAX; there will be war great for DAX; there will be tariffs great for DAX EU crisis great for DAX EUR stronger great for DAX etc. A simpler explanation is momentum hysteria and CTAs neither of which is lasting"
X Link 2025-03-03T14:14Z 22.2K followers, 61.1K engagements

"Hardly anyone reasonable will support prolonged trade war with Canada. So I would be inclined to think this is to coerce Canada into a bigger trade war with China. Ludicrous that FTSE China [--] index being bid up into green today in US hours when S&P is down nearly 2%"
X Link 2025-03-04T16:24Z 20.4K followers, 23.1K engagements

"rally into green is not quite rational"
X Link 2025-03-04T20:33Z 20.9K followers, 26.8K engagements

"Generally it will be combination of market pumps/promises and blaming biden/powell (not entirely wrong) but ultimately a fools game until a tradeable bottom. We are not yet there US Commerce Secretary Lutnick: Trump maybe maybe will consider giving relief US Commerce Secretary Lutnick: Biden left Trump a lousy economy he's trying to fix. US Commerce Secretary Lutnick: Biden left Trump a lousy economy he's trying to fix"
X Link 2025-03-05T14:12Z 22.2K followers, 20.5K engagements

"Merz: blow up the bond market before your first day at work and without clear mandate. So that you don't have to try negotiate with the US. Visionary leader or a Lizz Truss moment time will tell"
X Link 2025-03-06T10:36Z 22.3K followers, 53.4K engagements

"If they want market to bottom well before midterms they should drop this soap opera trade war with Canada and start the one that matters - with China"
X Link 2025-03-06T15:55Z 22.2K followers, 13.8K engagements

"Let's call it how it is in terms of a scorecard. Since inauguration SPX is down 4% and China FXI up 24%. Worse the most prominent stocks i.e. "market generals": $NVDA down 22% and $BABA up 71%. Perhaps someone should explain to the President why (Masa Son Tepper Cook )"
X Link 2025-03-06T16:16Z 24K followers, 110.6K engagements

"I remember in early [----] when everyone was saying "subprime is a US problem nothing to do with Europe or Asia". Reminds me of today"
X Link 2025-03-08T14:26Z 22.4K followers, 21.7K engagements

"Old enough to remember Nulland's "Fuck the EU" when there was a chance for peace. More recent Scholz not willing to send arms. Why [---] turn Stockholm syndrome TDS or something else. Take a deep breath engage new US administration no need to make bad situation worse"
X Link 2025-03-08T16:05Z 23.1K followers, 14.8K engagements

"Its not the only driver of markets of course but seems would warrant more than 5% pullback https://x.com/SpecialSitsNews/status/1898820148997329393 Economic policy uncertainty near all time highs https://t.co/9wdclVhcw6 https://x.com/SpecialSitsNews/status/1898820148997329393 Economic policy uncertainty near all time highs https://t.co/9wdclVhcw6"
X Link 2025-03-09T22:01Z 23.2K followers, 44.1K engagements

"So for europe bulls this is just "negotiation tactics" like trump tariffs tsk tsk https://x.com/zerohedge/status/1899056353261260879 Germanys Green party said it will reject a debt-financed package that would unleash hundreds of billions of euros in defense and infrastructure spending denying a required two-thirds majority for a constitutional amendment: BBG https://x.com/zerohedge/status/1899056353261260879 Germanys Green party said it will reject a debt-financed package that would unleash hundreds of billions of euros in defense and infrastructure spending denying a required two-thirds"
X Link 2025-03-10T12:16Z 23.1K followers, 15.6K engagements

"SPX down more than 2% wouldn't be surprised with a dead cat bounce"
X Link 2025-03-10T15:06Z 23.1K followers, 67.7K engagements

"Cheer up its only money https://youtu.be/MZiAXUGE1cUsi=0WJBu3k5zI-JKA4R https://youtu.be/MZiAXUGE1cUsi=0WJBu3k5zI-JKA4R"
X Link 2025-03-10T20:20Z 23K followers, 20.3K engagements

"Many investors were optimistic on Trump's markets (not me) because they thought Scott B. will moderate and soothe markets. Many are now scratching their heads"
X Link 2025-03-11T01:14Z 23.1K followers, 41.9K engagements

"unified 'i dont care' message to markets is a bit of an own goal imho"
X Link 2025-03-11T01:29Z 23.1K followers, [----] engagements

"https://www.bloomberg.com/news/newsletters/2025-03-11/trump-tariff-stock-slump-explained-by-market-bear-marko-kolanovic https://www.bloomberg.com/news/newsletters/2025-03-11/trump-tariff-stock-slump-explained-by-market-bear-marko-kolanovic"
X Link 2025-03-11T16:57Z 23.2K followers, 15.2K engagements

"VIX is a sell at 30"
X Link 2025-03-11T17:31Z 24.8K followers, 296.4K engagements

"If Trump wants to do something other than own goals he could hit ADRs. Repatriate liquidity to US. Markets are now a battlefield for global prestige. https://x.com/markoinny/status/1897682672148705808 Let's call it how it is in terms of a scorecard. Since inauguration SPX is down 4% and China FXI up 24%. Worse the most prominent stocks i.e. "market generals": $NVDA down 22% and $BABA up 71%. Perhaps someone should explain to the President why (Masa Son Tepper Cook ) https://x.com/markoinny/status/1897682672148705808 Let's call it how it is in terms of a scorecard. Since inauguration SPX is"
X Link 2025-03-12T10:12Z 23.1K followers, 27.3K engagements

"SPX seems oversold here for the day $SPY"
X Link 2025-03-13T16:33Z 24.1K followers, 25.1K engagements

"Trump policies have so far increased total value of all businesses in China-HK by 20% and decreased value of all businesses in US by 10% in one short month. Somehow we need to "trust the plan". China got into this prepared US administration improvising"
X Link 2025-03-13T18:58Z 24.1K followers, 32.5K engagements

"I will trust when I see $BABA drop like $PLTR"
X Link 2025-03-13T19:00Z 24.1K followers, [----] engagements

"If there is a recession how should it be called Detox Globalist Biden Trump Detox Globalist Biden Trump"
X Link 2025-03-13T19:35Z 24.1K followers, 36.3K engagements

"VIX from [--] to [--] in [--] days perhaps not a sell anymore but neutral. US market could still go higher. Lagging way too much RoW. China/EU used up fiscal bullets. Their markets rallied but tariffs still incoming. https://x.com/markoinny/status/1899513640677703924 VIX is a sell at [--] https://x.com/markoinny/status/1899513640677703924 VIX is a sell at 30"
X Link 2025-03-14T15:34Z 24.1K followers, 172.9K engagements

"Net net I am still bearish especially for tariff targets"
X Link 2025-03-14T19:10Z 24.1K followers, 14.8K engagements

"Did anyone in EU think that announcing trillion $ for weapons against Russia while having [--] weapons now (and shunning Trump) may actually provoke Putin in attacking now vs. waiting [--] years for those weapons"
X Link 2025-03-14T19:21Z 24.2K followers, 44.6K engagements

""Bad is good" regime is when market reacts positive on bad eco situation as FED will act. Europe and China are in a similar "Bad is good" regime with market reaching highs due to imminent devastating tariffs triggering gov support. These regimes dont last Bad ends up being Bad"
X Link 2025-03-15T12:27Z 24.1K followers, 23.9K engagements

"EU is divided on all dimensions: by country: e.g hungary slovakia within countries: e.g. germany romania bulgaria by old issues: pigs vs north by countries that go solo e.g. poland france etc. I put near [--] chance this stimulus will last 10y whats priced in now"
X Link 2025-03-17T22:52Z 24.1K followers, 15.7K engagements

"I agree https://x.com/markets/status/1902194521628176827 Chinas stock rally may face a meaningful correction soon given its similarities with the [----] boom and bust cycle according to strategists at BofA securities https://t.co/3gZmCC3WAp https://x.com/markets/status/1902194521628176827 Chinas stock rally may face a meaningful correction soon given its similarities with the [----] boom and bust cycle according to strategists at BofA securities https://t.co/3gZmCC3WAp"
X Link 2025-03-19T11:11Z 24.9K followers, 28.5K engagements

"Growth of EV/net zero will hit a dead end. It was an ideologocal and (geo)political design entrusted first to Elon. Now that he moved to the right they burn his cars. Chinese got to make them cheaper/better but west elites don't want that option either. Whole thing is tainted"
X Link 2025-03-19T12:05Z 24.7K followers, 17K engagements

"Powell doesn't like Trump (and Trump doesn't like Powell). He has a lot of discretion. Are tariffs 'inflationary' or 'recessionary' He will not pre-emptively bail out markets or help fight trade war for Trump. It will be like in 2018: Data driven but data are backward looking"
X Link 2025-03-19T13:56Z 25.6K followers, 39.4K engagements

"I find it slightly odd that VIX is down a lot right before the FED"
X Link 2025-03-19T14:47Z 25.6K followers, 135.5K engagements

"Number of X accounts exclusively promote China and dump on US stocks since January. I find something geopoliticaly fishy about that type of content https://x.com/CompoundinGirl/status/1899549972997038234 Nothing to see here 👀 Just a bull market $BABA $PDD $NIO And a bear market $SPY $QQQ https://t.co/yRkJ7CFMHd https://x.com/CompoundinGirl/status/1899549972997038234 Nothing to see here 👀 Just a bull market $BABA $PDD $NIO And a bear market $SPY $QQQ https://t.co/yRkJ7CFMHd"
X Link 2025-03-20T02:07Z 25.1K followers, 33.9K engagements

"Europe and China down again and US outperforming. But trend (momentum) for US is still negative. Yes there is a quarter-end but there is also April 2nd which is a more significant negative date. Have fun. https://x.com/markoinny/status/1902696898219131321 International stocks latecomers will struggle today. If there is a risk of a recession these stocks should be flat for the year and not up 20%. https://x.com/markoinny/status/1902696898219131321 International stocks latecomers will struggle today. If there is a risk of a recession these stocks should be flat for the year and not up 20%"
X Link 2025-03-21T08:52Z 24.9K followers, 30.4K engagements

""There is flexibility on tariffs" "sell the tariff news" "exports are small % of gdp" "its just negotiation tactics" "musk doesnt want China tariffs" "they want a deal" . so much tariff complacency today on TV suggests that bottom is not in"
X Link 2025-03-21T16:42Z 30K followers, 101K engagements

"This old definition describes many crypto products today: "A pyramid scheme is a fraudulent business model where participants are primarily paid to recruit new members rather than sell products or services with the potential for collapse and financial loss for most participants""
X Link 2025-03-24T12:52Z 25.7K followers, 15.4K engagements

"S&P [---] right at the 200d moving average question if it can close above. CTAs are 'short gamma' here and will buy or sell on small moves. 200dma SPX: 5752.23; SPY: 573.73; ES1: 5782.75"
X Link 2025-03-24T14:37Z 25.6K followers, 58.1K engagements

"S&P [---] is down only 2.6% for the quarter and for the month) and bonds are up 2% for the quarter but down for the month. I don't really see a meaningful rebalance from bonds into stocks into month end something everyone is hyping up now. (Moreover MSCI world is flat QTD)"
X Link 2025-03-24T14:58Z 25.1K followers, 30.4K engagements

"While there is some rebalance to US equities on account of underperformance (and out of international) one should add that realized market volatility is up for the quarter so number of the models require lower allocation to equities. So net net it's not that meaningful"
X Link 2025-03-24T15:32Z 25.1K followers, 12.1K engagements

"Some investors piling on into select momentum tech names. As if nothing was learned past month. Lesson #2 likely incoming"
X Link 2025-03-25T15:05Z 28.2K followers, 107.9K engagements

"Look for instance $NFLX $MELI etc"
X Link 2025-03-25T15:17Z 25.6K followers, [----] engagements

"I think a good chance we see US 10Y with a [--] handle this year so thats a hedge too"
X Link 2025-03-26T17:18Z 25.7K followers, 55.3K engagements

"Trump trade war can be heaven or hell for traders. Depending on understanding of his personality. Given that we had this in [----] (and people don't change at his age) I'm surprised so many are having a tough time now. https://x.com/markoinny/status/1903124970261098852 "There is flexibility on tariffs" "sell the tariff news" "exports are small % of gdp" "its just negotiation tactics" "musk doesnt want China tariffs" "they want a deal" . so much tariff complacency today on TV suggests that bottom is not in. https://x.com/markoinny/status/1903124970261098852 "There is flexibility on tariffs""
X Link 2025-03-26T17:32Z 25.6K followers, 25K engagements

"@SpecialSitsNews When recession odds increase all yields will drop. There is a bit of a chaos in world order now "
X Link 2025-03-27T01:35Z 25K followers, [----] engagements

"When Trump and Scott B. say they will get US 10Y lower I would trust them on that. US bond move past few days is odd"
X Link 2025-03-27T12:59Z 25.7K followers, 55.8K engagements

"In light of trade war developments today's China stocks EURUSD and US 10y yield moving higher looks either dumb or contrived"
X Link 2025-03-27T15:48Z 26K followers, 41.9K engagements

"There is gold and there is 'digital gold'. In the time of crises one is gold and the other is s**t (risk-on token)"
X Link 2025-03-28T02:48Z 30.4K followers, 52K engagements

"Totality of news (tariffs inflation geopolitics) don't look good for bulls. Prudent to de-risk into weekend. Bonds catching a bid"
X Link 2025-03-28T13:04Z 29.5K followers, 53.8K engagements

"China stocks and 10y corrected EUR next https://x.com/markoinny/status/1905285926030283237 In light of trade war developments today's China stocks EURUSD and US 10y yield moving higher looks either dumb or contrived https://x.com/markoinny/status/1905285926030283237 In light of trade war developments today's China stocks EURUSD and US 10y yield moving higher looks either dumb or contrived"
X Link 2025-03-28T17:26Z 29.4K followers, 17.7K engagements

"Intraday alpha . could even stabilize here https://x.com/markoinny/status/1905606801304752420 Totality of news (tariffs inflation geopolitics) don't look good for bulls. Prudent to de-risk into weekend. Bonds catching a bid. https://x.com/markoinny/status/1905606801304752420 Totality of news (tariffs inflation geopolitics) don't look good for bulls. Prudent to de-risk into weekend. Bonds catching a bid"
X Link 2025-03-28T17:31Z 45.1K followers, 25.6K engagements

"For those who feel like they missed the selloff shorting some europe ETFs could be a good catch up (down)"
X Link 2025-03-28T18:19Z 26K followers, 37.3K engagements

"Forget about the quarter but for the month-end tomorrow SPX and NDX are now down substantially (vs bonds). Could result in some temporary stock buying pressure in otherwise grim environment. Trend is still down"
X Link 2025-03-30T23:14Z 30.3K followers, 50.8K engagements

"Ah https://x.com/SpecialSitsNews/status/1906569324170448998 $GS Goldman Sachs Chief Equity Strategist David Kostin just slashed his [--] month and [--] month S&P [---] forecasts again to [----] and [----]. [--] weeks ago this was [----] (Zhedge) https://x.com/SpecialSitsNews/status/1906569324170448998 $GS Goldman Sachs Chief Equity Strategist David Kostin just slashed his [--] month and [--] month S&P [---] forecasts again to [----] and [----]. [--] weeks ago this was [----] (Zhedge)"
X Link 2025-03-31T05:01Z 29.5K followers, 27.4K engagements

"Given 10% drop in equities MTD there could be freak buying orders for the last day of the month later in the day. nobody knows for sure"
X Link 2025-03-31T14:02Z 30K followers, 65K engagements

"Would anyone be surprised if Trump attacks Iran I guess Not. But I bet everyone would be surprised if China uses that as an opportunity to take Taiwan. I think they will likely do it during Trump presidency"
X Link 2025-04-02T01:35Z 33.3K followers, 107.7K engagements

"Now the real question will there be a "black Thursday". Not saying just asking"
X Link 2025-04-02T23:30Z 30.1K followers, 61.6K engagements

""They hate our beef because our beef is beautiful" If i didnt hear it i wouldn't believe it (assuming is not AI generated) https://x.com/SpecialSitsNews/status/1907642123739943137 You heard it hear first guys: "The EU is not going to take chicken from America. They are not going to take our lobster or our beautiful strong beef even though their beef is weak" What is Lutnick smoking https://t.co/im8pAIBI5B https://x.com/SpecialSitsNews/status/1907642123739943137 You heard it hear first guys: "The EU is not going to take chicken from America. They are not going to take our lobster or our"
X Link 2025-04-03T04:17Z 33.3K followers, 43.8K engagements

"Selling of USD is a bit like "I am moving out to Canada if Trump wins". I can understand rationale but with all due respect if US economy goes into a recession plus global chaos Europe (and EUR) will be in a much bigger problem. USD smile kicks in here"
X Link 2025-04-03T11:54Z 34.9K followers, 50.4K engagements

"As much as its tempting to short vol perhaps it's not the time. We didn't see any fund blow ups yet"
X Link 2025-04-03T12:38Z 33.2K followers, 22.9K engagements

"$NFLX green hearing talking heads saying its tariff and recession proof. What if there is Digital Services Tax/Tariff retaliation Or simply if multiple goes to where it was in [----] (half of current)"
X Link 2025-04-03T16:22Z 44.4K followers, 61.6K engagements

"@Ksidiii With all due respect there is an investment strategy called daily mean reversion of large moves. Based on relaxation of temporary impact of short gamma/levered and inverse etf end of day hedging. China tariffs announcement now caused spike in vol and not an investment strategy"
X Link 2025-04-04T10:27Z 28.2K followers, [----] engagements

"BTW if US is going to do t-shirts and sneakers it will be done by Russell [----] companies not MAG 7"
X Link 2025-04-04T13:34Z 33.8K followers, 43.4K engagements

"I am thinking it may be time to sell VIX. With the exception of a freak event last summer it's the highest level in [--] years $VXX $SVIX"
X Link 2025-04-04T17:35Z 36.1K followers, 50K engagements

"@Bear_in_Casino Said he will make Americans wealthy again so far rapidly making them poorer. COVID/GFC pace of wealth destruction. To an average 401k retiree "give me $50k to bring shoe factories back". Dont think they voted for that"
X Link 2025-04-05T23:12Z 30.1K followers, [----] engagements

"@APompliano Sorry for outburst. Better word would be disingenous (defending undefensible prob out of crypto interest). To cause recession as a plan to reduce 10y is ludicrous. Tariffs will increase inflation prompted EU/global rates up and tie FED's hands to reduce rates"
X Link 2025-04-05T23:41Z 32.5K followers, 23.7K engagements

"@APompliano It is like saying i want to reduce tax rate. Then you quit job and pay no tax. Yay i suceeded in reducing my tax rate. 4D chess trust the plan. I have a sense you are defending undefensible for other reasons"
X Link 2025-04-05T23:45Z 30.5K followers, [----] engagements

"@SpecialSitsNews You are correct"
X Link 2025-04-06T03:41Z 30.1K followers, [----] engagements

"Results are in: 35% of Trump voters regret. Adjusting for potential errors (e.g. non-US followers voting Yes) based on follower demographics and [----] election results puts a range 25%-35% buyer's remorse. https://x.com/markoinny/status/1908627471672418438 Based on developments since inauguration do you regret voting for Trump https://x.com/markoinny/status/1908627471672418438 Based on developments since inauguration do you regret voting for Trump"
X Link 2025-04-06T21:11Z 35.8K followers, 93.8K engagements

"Regressing various currency moves now to S&P [---] returns (AUD MXN AUDJPY EURJPY) implies 0.8% down move for SPX at open. Weekend Wall Street IG is almost twice that at 1.6%. I would think FX is more reliable than IG. Perhaps sentiment influenced by large crypto down moves"
X Link 2025-04-06T21:20Z 36K followers, 49.3K engagements

"So far nothing even remotely close to black Monday. but of course things can always change"
X Link 2025-04-06T21:26Z 35.5K followers, 17.4K engagements

"This % is probably higher now. Firing Peter Navaro might be the only way to Make America Wealthy Again https://x.com/markoinny/status/1908990937939787877 Results are in: 35% of Trump voters regret. Adjusting for potential errors (e.g. non-US followers voting Yes) based on follower demographics and [----] election results puts a range 25%-35% buyer's remorse. https://t.co/5HTDPo2lmS https://x.com/markoinny/status/1908990937939787877 Results are in: 35% of Trump voters regret. Adjusting for potential errors (e.g. non-US followers voting Yes) based on follower demographics and [----] election"
X Link 2025-04-06T22:50Z 36.9K followers, 57.7K engagements

"Remember that cash on the sidelines money market funds Listening last [--] years about it. Lets see if its real"
X Link 2025-04-06T23:22Z 35.8K followers, 67.9K engagements

"@BillAckman @griswold @howardlutnick US economy is essentially equities companies hire people government bonds don't hire people"
X Link 2025-04-07T03:03Z 34.8K followers, 50.6K engagements

"@pennycheck @BillAckman @howardlutnick But unlike Lutnick he is not a policymaker so it's not a conflict. And also US companies (stocks) hire people government bonds don't hire people"
X Link 2025-04-07T03:04Z 32K followers, [----] engagements

"unless he gets his acts together - may just encourage more shorting (that's where the gains are this year) https://x.com/The_Real_Fly/status/1909043024346198197 Trump: We're on track to fully eliminate capital gains tax in [----] https://x.com/The_Real_Fly/status/1909043024346198197 Trump: We're on track to fully eliminate capital gains tax in 2025"
X Link 2025-04-07T13:05Z 35.5K followers, 22.1K engagements

"was lot of pushbacks on this . 7% move in half an hour. trial baloons what a clown show. well. they have now the 'backtest' and blue print how to avoid recession. https://x.com/markoinny/status/1908217174247837737 Trump now convinced everyone that he is crazy and ready for global recession. A bluff and next comes "deal" making. He will get heat over the weekend. As opposed to last week (which I posted) risk is now to go short into weekend. https://x.com/markoinny/status/1908217174247837737 Trump now convinced everyone that he is crazy and ready for global recession. A bluff and next comes"
X Link 2025-04-07T14:25Z 34.8K followers, 33.7K engagements

"loosely speaking VIX at [--] is a sell"
X Link 2025-04-07T15:30Z 35.6K followers, 72.9K engagements

"There is never zero chance of anything in markets. Let alone for something that is more or less market consensus. https://x.com/DeItaone/status/1909279231525228915 BLACKROCK CEO FINK SEES ZERO CHANCE OF FOUR OR FIVE FED INTEREST RATE CUTS THIS YEAR https://x.com/DeItaone/status/1909279231525228915 BLACKROCK CEO FINK SEES ZERO CHANCE OF FOUR OR FIVE FED INTEREST RATE CUTS THIS YEAR"
X Link 2025-04-07T17:22Z 35.6K followers, 22K engagements

"Well that 4D chess to lower 10y yield didn't work either. Turns out if you make it a banana republic appeal to own the debt declines (btw I do think yields should be lower.)"
X Link 2025-04-07T17:36Z 44.4K followers, 42.8K engagements

"If this is true would make Bessent a hero https://x.com/buccocapital/status/1909382483721719965 Bessent flew down to Florida last night to tell Trump to knock it off https://t.co/fJA1IkvT1B https://x.com/buccocapital/status/1909382483721719965 Bessent flew down to Florida last night to tell Trump to knock it off https://t.co/fJA1IkvT1B"
X Link 2025-04-07T23:17Z 35.5K followers, 71.5K engagements

"its present in both parties . "Twenty years ago Navarro was a liberal economist who admired Hillary Clinton argued for taxing the rich and had run for office as a Democrat four times" https://time.com/5375727/peter-navarro/ https://time.com/5375727/peter-navarro/"
X Link 2025-04-08T14:39Z 35.6K followers, 20.6K engagements

"Some pharma names trade very cheap. For instance $VTRS price/earnings [--] analysts price target almost twice current price. why is that"
X Link 2025-04-08T15:37Z 44.3K followers, 33.2K engagements

"Congressional oversight of tariffs is perhaps the only way to protect US capital markets and economy"
X Link 2025-04-08T19:00Z 35.9K followers, [---] engagements

"@tracyalloway 4D chess theory that tariffs are way to reduce yields - was likely a talking point prepared for online propagandists. I saw many versions of it mostly from people that don't understand how bonds tariffs or markets in general work"
X Link 2025-04-08T21:24Z 34.2K followers, [----] engagements

"@UrbanKaoboy @dampedspring @dshephard Thanks of course there are other flows and hard to handicap everything but this one i think is important after what happened April 2nd (tariffs)"
X Link 2025-04-09T02:23Z 34.2K followers, [----] engagements

"@dampedspring @UrbanKaoboy @dshephard Interesting insight on fed cuts expectations. Makes sense given powell didnt seem to be worried or mentioning cuts"
X Link 2025-04-09T02:58Z 34.2K followers, [----] engagements

""Trust the plan" and "tariffs work as intended" folks are probably confused that hang seng is up 4% overnight and US bonds collapsed last few days. But then they probably only check Dow Jones level and now adopt progressive left talking points about "fixing inequality" and "wall st vs. Main st.""
X Link 2025-04-09T10:54Z 37.8K followers, 32.7K engagements

"https://www.marketwatch.com/story/trump-is-close-to-caving-on-tariffs-veteran-strategist-says-but-the-damage-to-markets-wont-be-so-easily-undone-67634820 https://www.marketwatch.com/story/trump-is-close-to-caving-on-tariffs-veteran-strategist-says-but-the-damage-to-markets-wont-be-so-easily-undone-67634820"
X Link 2025-04-09T12:16Z 35.9K followers, 53K engagements

"They said priority is to get yields lower 60bps higher in [--] days. Waiting for a spin how that is a detox and actually good for "Main street""
X Link 2025-04-09T15:54Z 35.9K followers, 43.8K engagements

"one aspect is that probably $TLT and $IEF are good buys here. not a trade recommendation"
X Link 2025-04-09T16:15Z 35.9K followers, 14.4K engagements

"4800 was a strike of Trump Put https://x.com/business/status/1909354285894193274 Donald Trump insists hell never change the trade policies that have plunged global markets into turmoil. To Marko Kolanovic it looks like the president is close to caving to that pressure https://t.co/7hHdK9vndd https://x.com/business/status/1909354285894193274 Donald Trump insists hell never change the trade policies that have plunged global markets into turmoil. To Marko Kolanovic it looks like the president is close to caving to that pressure https://t.co/7hHdK9vndd"
X Link 2025-04-09T20:01Z 36.1K followers, 47.7K engagements

"This chart is important not as a forecast of inflation but a real time evidence that Independents have turned against president's trade policy. Time to end trade war or face political disaster (green line: independents siding with dems)"
X Link 2025-04-11T14:22Z 36.1K followers, 218.7K engagements

"@Crackor17 Rome was certainly not built in a day but was burnt in a day by Emperor Nero"
X Link 2025-04-11T14:58Z 36.1K followers, 23.5K engagements

"Blissfully unaware he would have no job at 6% and we would have no country at 8%"
X Link 2025-04-11T18:49Z 34.7K followers, 25.9K engagements

"@Mr_Derivatives 👍"
X Link 2025-04-12T16:16Z 35.8K followers, [----] engagements

"@cmatt3535 @danushman @Mr_Derivatives I prefer small caps over mag7 longer term its contrarian view. tech / mag7 will benefit more from this announcement today short term. R2K PEs are close to lows"
X Link 2025-04-12T18:03Z 35.9K followers, [---] engagements

"Some good things were done by this Administration but one should also notice that so far they 1) Hurt - by damaging markets/economy 2) Helped - by publicly turning back on Ukraine/EU 3) Helped - by ensuring no respectable world leader will join US in fight against China"
X Link 2025-04-13T14:47Z 36.9K followers, 48.1K engagements

"@hkuppy Total disarray. Its kind of a sad spectacle this point"
X Link 2025-04-13T20:23Z 36K followers, 13.8K engagements

"CTAs could fuel a large bond rally among others catalysts there will be month end rebalance buying"
X Link 2025-04-14T06:26Z 36.1K followers, 10.3K engagements

"@BrankoMilan Branko nice to meet you. Great chart. want to note tho that income from fin. assets not important but level of e.g. 401k assets is (don't produce income pre retirement but drives how people spend). Also when stocks go down companies fire lot of those ppl w/o assets to cut cost"
X Link 2025-04-14T07:06Z 36K followers, [----] engagements

"Surprising nearly same number of catholic and orthodox children https://x.com/Raphfel/status/1912167494195806660 41% of children in Vienna's elementary and middle schools are Muslim. Within living memory Vienna will become a Muslim city. https://t.co/87B3uMcbb0 https://x.com/Raphfel/status/1912167494195806660 41% of children in Vienna's elementary and middle schools are Muslim. Within living memory Vienna will become a Muslim city. https://t.co/87B3uMcbb0"
X Link 2025-04-15T21:06Z 36.9K followers, 28.1K engagements

"Powell and Trump playing game of chicken here. Christmas (2018) for shorts"
X Link 2025-04-16T19:21Z 37K followers, 88K engagements

"Relaxed Powell casually went on record yesterday that these are worse than SmootHawley Tariffs yet he clearly prioritized inflation. If indeed these tariffs (like Smoot-Hawley did) lead us to a depression he will share some of the blame most of which will still be on Trump"
X Link 2025-04-17T13:24Z 37K followers, 49.6K engagements

"Trump's negotiation position weakens with time. US is a corporate driven democracy and FED is independent. If there is a big recession China may ask for Taiwan to resume trade or can just take it. Rest of the world called the bluff too. Watch https://x.com/timesofindia/status/1912826623990132964 'American extortionists': #Japan opposition leader slams ally #US over #DonaldTrump tariffs Watch https://t.co/x5tfEkxy0n https://x.com/timesofindia/status/1912826623990132964 'American extortionists': #Japan opposition leader slams ally #US over #DonaldTrump tariffs Watch https://t.co/x5tfEkxy0n"
X Link 2025-04-18T12:52Z 37.7K followers, 111.6K engagements

"Cautious about quick off-ramp views. Why would US adversaries miss this opportunity. They prepared and likely even groomed fringes for years with this type of situation in mind. They may think its time to cash in not save US' face. Very tricky one needs to take it day by day"
X Link 2025-04-18T19:52Z 37.8K followers, 72.5K engagements

"@ChrisTo14798894 Central banks will buy them eventually to say the least "
X Link 2025-04-19T05:23Z 36.9K followers, [----] engagements

"@Mayhem4Markets Anything longer than [---] years back is irrelevant and to a degree probably made up too"
X Link 2025-04-20T13:53Z 36.9K followers, [----] engagements

"A solution that actually may work for Trump is that tariff powers are taken by Congress. Other paths are likley worse for him politically at this point. Watch Chas Freeman"
X Link 2025-04-21T00:35Z 37.7K followers, 58.6K engagements

"@Mr_Derivatives Services may be the next in trade war line of fire. Its amazing how ppl think an expensive stock loaded on all kinds of cyclical risks is a safe haven"
X Link 2025-04-21T15:25Z 37K followers, [----] engagements

"Was at [----] but is drifting lower with time as damage accumulates and there is no easy way out: China digging in and even supposedly easy wins (Japan) elusive. https://x.com/markoinny/status/1910060602610888796 [----] was a strike of Trump Put https://t.co/AB9j7XlatT https://x.com/markoinny/status/1910060602610888796 [----] was a strike of Trump Put https://t.co/AB9j7XlatT"
X Link 2025-04-21T16:00Z 37.8K followers, 96.3K engagements

"@davidfaber seems like a good short"
X Link 2025-04-22T15:51Z 37.2K followers, [----] engagements

"There are risky assets countries and stocks (e.g. bitcoin argentina netflix etc.) that completely reversed any trade war related losses. Fundamentally doesn't make sense - even if they were to be unaffected directly they will suffer from economic fallout and market beta"
X Link 2025-04-22T19:18Z 37.8K followers, 32K engagements

"S&P [---] up another 1.6% in after hours ETF market on this. Should be even better for US bonds over time. https://x.com/SpecialSitsNews/status/1914792897620402411 https://x.com/SpecialSitsNews/status/1914792897620402411"
X Link 2025-04-22T21:40Z 37.8K followers, 24.9K engagements

"@Geiger_Capital Agree for Brazil trading near lows massive dividends and potential for better political climate in the future but Argentina (Milei's house of cards) doubled in a year and can pull back 30% in no time if there is a global slowdown"
X Link 2025-04-23T19:50Z 37.6K followers, [----] engagements

"This shipping timeline should also be a timeline of layoffs shortages and bankruptcies. More importantly it will prompt Fed action (bond rally) as at that point it will be obvious to all that administration failed moral hazard lessens"
X Link 2025-04-24T12:53Z 40.2K followers, 42.1K engagements

"Hearing more $NFLX tariff and recession 'proof' talk. If we go to tariff recession PE shluld not be [--] but [--]. If we don't there are lot of growth names with PE [--] why buying 40"
X Link 2025-04-24T17:36Z 40.3K followers, 29K engagements

"Asia markets not buying the Zweig Breadth Thrust 🥖"
X Link 2025-04-25T01:42Z 40.1K followers, 100.9K engagements

"$PLTR up 50% in [--] weeks Soon one should revisit shorting momentum thesis"
X Link 2025-04-25T04:35Z 48.5K followers, 42.6K engagements

"I wonder when "retest" twitter starts. Not much mentions so far but tends to be the most discussed bear market topic"
X Link 2025-04-25T14:32Z 49.2K followers, 22.5K engagements

"@HayekAndKeynes https://x.com/markoinny/status/1910721806148792800 Long treasury bond has bigger upside and smaller downside than stocks here. Seems like an opportunity. https://x.com/markoinny/status/1910721806148792800 Long treasury bond has bigger upside and smaller downside than stocks here. Seems like an opportunity"
X Link 2025-04-26T03:31Z 38.2K followers, [----] engagements

"Bessent on China: . they will have a sudden stop in the economy. So they will negotiate. China Today: "no room for compromise . fight to the end . victory ultimately belongs to China. https://x.com/ShanghaiMacro/status/1916715524412826056 https://x.com/ShanghaiMacro/status/1916715524412826056"
X Link 2025-04-28T05:20Z 37.9K followers, 12.4K engagements

"This concern about trade deficit was dark empathy all along"
X Link 2025-04-28T23:00Z 40.3K followers, 27K engagements

"@ParachuteJ66186 He can balk but China may not and recession wheels could already be in motion. Fed will step in but will do so likely too late. I just don't see much of a sustained market rally at this point. Maybe late in the year"
X Link 2025-04-29T00:22Z 38.8K followers, [----] engagements

"@nickgiva1 I agree with you. There is also this assessment https://x.com/MidwestHedgie/status/1911785342580981840 once you see Bessent as the male Dolores Umbridge you can't unsee it. they both carry an intense internal rigidity that they wear in their posture and their face and which makes them excruciatingly dull excellent servants of authoritarianism https://t.co/5uZ2Bzqlsk https://x.com/MidwestHedgie/status/1911785342580981840 once you see Bessent as the male Dolores Umbridge you can't unsee it. they both carry an intense internal rigidity that they wear in their posture and their face"
X Link 2025-04-29T13:27Z 39.1K followers, [----] engagements

"They are not just fighting the rest of the whole world and democrats at home they are fighting between themselves"
X Link 2025-04-29T18:14Z 40.3K followers, 36.9K engagements

"wrote a forward with my broad market/macro views as a guest of friends @LastBearStandng You can read - link below https://x.com/LastBearStandng/status/1917375110949851478 The Matador: The Bull Killer The markets decline is not a correction a bump in the road or a dip to be bought. The [----] Bear has arrived. A comprehensive guide on the new bear market. and how to trade it. With the legendary @markoinny https://t.co/1w1V3E0VnZ https://x.com/LastBearStandng/status/1917375110949851478 The Matador: The Bull Killer The markets decline is not a correction a bump in the road or a dip to be bought."
X Link 2025-04-30T00:39Z 40.3K followers, 35.5K engagements

"https://www.thelastbearstanding.com/i/162490853/foreword https://www.thelastbearstanding.com/i/162490853/foreword"
X Link 2025-04-30T10:21Z 42.3K followers, 57.1K engagements

"Bears its Biden's market. Fire at will"
X Link 2025-04-30T14:17Z 44.6K followers, 37.1K engagements

"YUYUANTANTIAN ok"
X Link 2025-04-30T18:12Z 40.9K followers, 53.5K engagements

"Trade war impact yesterday vs today $MSFT $META : No $AMZN $AAPL : Yes"
X Link 2025-05-01T16:27Z 40.9K followers, 48.2K engagements

"Trump admin must be thinking hard how to replace migrant labor. Crypto can solve that problem:"
X Link 2025-05-01T16:41Z 40.7K followers, 18.6K engagements

"Imagine what kind of stupidities we need to waste time on if our iPhones will be made in China or India. I have Samsung anyways it's better imho"
X Link 2025-05-01T20:41Z 41.1K followers, 15K engagements

"Inverse Jevons Paradox https://x.com/FreightAlley/status/1918212898054365369 Prices of individual products may go up while overall demand will slump. Demand is slowing which will put downward pressure on the major inflation drivers: employment energy housing food and transportation. https://x.com/FreightAlley/status/1918212898054365369 Prices of individual products may go up while overall demand will slump. Demand is slowing which will put downward pressure on the major inflation drivers: employment energy housing food and transportation"
X Link 2025-05-02T10:07Z 41.1K followers, 20.9K engagements

"If I had a model portfolio today close would be set to max long bond duration max short equity beta max short momentum and max long value market neutral factors"
X Link 2025-05-02T17:27Z 41.6K followers, 294.2K engagements

"Negative on stocks this admin has your back https://x.com/howardlutnick/status/1918465175272804757 Ending the de minimis loophole is a big deal. This rule allowed foreign companies to avoid paying tariffs on small shipments giving them an unfair advantage over American small businesses. To small businesses across the country: we have your back. https://x.com/howardlutnick/status/1918465175272804757 Ending the de minimis loophole is a big deal. This rule allowed foreign companies to avoid paying tariffs on small shipments giving them an unfair advantage over American small businesses. To small"
X Link 2025-05-03T00:45Z 41.1K followers, 35.2K engagements

"@HayekAndKeynes Interesting view. I think economically we are in the eye of the storm - trade war recessionary forces will get manifested fully over 1-2 months (while market shrugging them off now). Even Japan let alone China rejected Trump's approach. Principles over pragmatism"
X Link 2025-05-03T13:31Z 41.2K followers, 10.3K engagements

"@smallwinz @HayekAndKeynes Retail chase short squeeze trend followers vol decline flows. My biggest surprise in analyzing equity market flows and positioning past 20+ years is how much market is often NOT forward looking"
X Link 2025-05-03T13:56Z 41.5K followers, 22.4K engagements

"@ces921 @smallwinz @HayekAndKeynes Over time vt will add for sure but i dont see it as main driver and fast models already added (plus others could reverse e.g. CTA or option gamma hedging). I definitely would not base thesis now on quant flows"
X Link 2025-05-03T15:04Z 41.3K followers, 11.1K engagements

"@FreightAlley https://x.com/markoinny/status/1918666052138906092 @smallwinz @HayekAndKeynes Retail chase short squeeze trend followers vol decline flows. My biggest surprise in analyzing equity market flows and positioning past 20+ years is how much market is often NOT forward looking https://x.com/markoinny/status/1918666052138906092 @smallwinz @HayekAndKeynes Retail chase short squeeze trend followers vol decline flows. My biggest surprise in analyzing equity market flows and positioning past 20+ years is how much market is often NOT forward looking"
X Link 2025-05-03T20:21Z 40.5K followers, [----] engagements

"I think Putin saying if they attack V-day parade this week he will use nuclear. Xi is attending. Small risk but it would be Sarajevo [---]. https://x.com/DeItaone/status/1918939640494526672 PUTIN SAYS THERE HAS BEEN NO NEED TO USE NUCLEAR WEAPONS IN UKRAINE CONFLICT HOPES THERE NEVER WILL BE https://x.com/DeItaone/status/1918939640494526672 PUTIN SAYS THERE HAS BEEN NO NEED TO USE NUCLEAR WEAPONS IN UKRAINE CONFLICT HOPES THERE NEVER WILL BE"
X Link 2025-05-04T12:51Z 41.3K followers, 64.1K engagements

"Many said $NFLX is "tariff proof". 100% Not friendly fire. Btw is not recession proof either"
X Link 2025-05-04T23:47Z 41.7K followers, 88.5K engagements

"Opening pandora's box of tariffs on services. https://x.com/markoinny/status/1907831108844093660 $NFLX green hearing talking heads saying its tariff and recession proof. What if there is Digital Services Tax/Tariff retaliation Or simply if multiple goes to where it was in [----] (half of current) https://x.com/markoinny/status/1907831108844093660 $NFLX green hearing talking heads saying its tariff and recession proof. What if there is Digital Services Tax/Tariff retaliation Or simply if multiple goes to where it was in [----] (half of current)"
X Link 2025-05-05T11:17Z 41.3K followers, 45.5K engagements

"I never understood this "up and to the right" reference. Is there such a thing as "up and to the left" That would indicate going backward in time in a chart. Maybe im missing something. https://x.com/SecScottBessent/status/1919413182713438513 US markets are antifragile. Indeed the entirety of our economic history can be distilled in just five words: Up and to the right. On a long-term horizon its never a bad time to invest in Americabut especially now. The United States is entering a new Golden Age of economic https://t.co/XlhYJO8oZt https://x.com/SecScottBessent/status/1919413182713438513 US"
X Link 2025-05-05T16:57Z 41.3K followers, 37.1K engagements

"Oh shit i hear a drone with fentanyl laced urine buzzing around my house need to hide $PLTR"
X Link 2025-05-05T20:19Z 41.3K followers, 33.6K engagements

"Xi is going there tomorrow https://x.com/Jerusalem_Post/status/1919525925567299688 Ukraine launched an overnight drone attack targeting Moscow and forcing the closure of the capital's three major airports. https://t.co/ZCajqkSyLZ https://x.com/Jerusalem_Post/status/1919525925567299688 Ukraine launched an overnight drone attack targeting Moscow and forcing the closure of the capital's three major airports. https://t.co/ZCajqkSyLZ"
X Link 2025-05-05T23:56Z 41.4K followers, 37.6K engagements

"@AJDesai2 [--] years ago you parents were likely percieved in nyc as poor unskilled low iq. They did get a chance to proove themselves. If they were made great in Gujarat your life would have been different. Remember Karma"
X Link 2025-05-06T01:40Z 41.1K followers, [---] engagements

"This should help avoid recession (NOT) https://x.com/WSJ/status/1919591745924260028 Beginning today millions of student-loan borrowers are going into collection. Wages tax refunds and benefits could be confiscated. https://t.co/inhVUHKHKV https://x.com/WSJ/status/1919591745924260028 Beginning today millions of student-loan borrowers are going into collection. Wages tax refunds and benefits could be confiscated. https://t.co/inhVUHKHKV"
X Link 2025-05-06T03:16Z 41.3K followers, 23.6K engagements

"China A50 index AUDUSD US 10Y gave back entire China talks pop. So not all markets think this is something very meaningful"
X Link 2025-05-07T02:21Z 42.5K followers, 46.1K engagements

"Locals probably have a better sense what to expect from the first round of talks"
X Link 2025-05-07T02:50Z 42.3K followers, 59.6K engagements

"May not appear but this is significant. China openly challenging US in the middle east. It was a matter of time (years) but Trump accelerated it. https://x.com/MFA_China/status/1920091671276265783 The #SuezCanal belongs to Egypt so does the rightto operate it. There shoud be no question about that. We firmly support the Egyptian government and people in defending their countryssovereignty and legitimate rights and interests and oppose any bullying against Egypt. https://t.co/0FL9KDqBZI https://x.com/MFA_China/status/1920091671276265783 The #SuezCanal belongs to Egypt so does the rightto"
X Link 2025-05-07T12:25Z 41.9K followers, 32.6K engagements

"Interesting if continues I think there is some chance China cancels meeting. https://x.com/financialjuice/status/1920177669888430249 Trump: China should reassess who asked for a meeting. https://x.com/financialjuice/status/1920177669888430249 Trump: China should reassess who asked for a meeting"
X Link 2025-05-07T18:05Z 42.5K followers, 141.9K engagements

"Trump's comments moments ago might actually be more important than FED today"
X Link 2025-05-07T18:15Z 41.5K followers, 66.4K engagements

"Listening to @TruthGundlach always something interesting and usually issues that on my mind as well. A thought comes to mind. what if in [--] years from now we call [----] Great Private Asset Crisis GPAC"
X Link 2025-05-07T19:30Z 41.6K followers, 23.5K engagements

"Everyone guessing in suspense. Maybe it is literally yesterday's news https://x.com/financialjuice/status/1919816466259427544 🔴 UK & US are close to a trade agreement the pact set to be signed this week and would lower UK steel and car export tariffs - FT. https://x.com/financialjuice/status/1919816466259427544 🔴 UK & US are close to a trade agreement the pact set to be signed this week and would lower UK steel and car export tariffs - FT"
X Link 2025-05-08T01:31Z 42.3K followers, 107.8K engagements

"I think vol (e.g. VIX) could be a good hedge to buy here. Flattish (slightly positive) carry market optimism probably closer to a top. If the carry (rolldown) becomes a significant drag would invalidate the view"
X Link 2025-05-08T14:30Z 42.7K followers, 50.5K engagements

"Not intuitive but from Christian point of view Pope is right. Even in India caste system was outlawed"
X Link 2025-05-08T18:17Z 42.2K followers, 12.9K engagements

"Big if true. Would be probably first time in my life im 100% in consensus with anything https://x.com/zerohedge/status/1920562941708898768 "if youre bearish youre consensus doesnt mean you are wrong but you are in the majority" - GS FICC https://x.com/zerohedge/status/1920562941708898768 "if youre bearish youre consensus doesnt mean you are wrong but you are in the majority" - GS FICC"
X Link 2025-05-08T19:39Z 42.2K followers, 37.6K engagements

"Historically Trump breadth trusts don't work in Biden markets"
X Link 2025-05-08T20:01Z 42.2K followers, 28K engagements

"So looking at this chart and [--] circles i'd be inclined to say short as [--] out of [--] times went lower after tagging trendline (and thats in a secular bull 70s and 2000s had worse examples). Of course key question here is: long over which time horizon https://x.com/dailychartbook/status/1920418405007433797 "At times of uncertainty I find it useful to pull up a simple chart of the S&P [---] and ask myself: do I want to be long or short this chart Different people will come up with different answers but for me the chart below suggests 'long.'" @TimmerFidelity https://t.co/xkG1ZkPKxG"
X Link 2025-05-08T20:21Z 42.5K followers, 39.6K engagements

"Sometimes I wonder if beard is actually mocking Trump. In any case he makes Trump look bad with this Kim Il Sung theatrics"
X Link 2025-05-09T01:28Z 42.2K followers, 12.1K engagements

"@colombopaolab Patienceeee please i think when we hit a recession long bond can rally 50% something we wont get from equities in [--] years"
X Link 2025-05-09T02:19Z 41.6K followers, [---] engagements

"Navarro is back on TV and in press (they pulled him back in low 5000s). Its a bad signal for market https://x.com/financialjuice/status/1920812274203099312 Navarro on China talks: It will be an interesting weekend for the markets https://x.com/financialjuice/status/1920812274203099312 Navarro on China talks: It will be an interesting weekend for the markets"
X Link 2025-05-09T12:14Z 42.2K followers, 71.9K engagements

"Sorry but GS said everyone is bearish and if you are bearish you are in consensus"
X Link 2025-05-09T13:13Z 42.7K followers, 56K engagements

"German stocks on a high horse. But i don't think they can stay there in the midst of global slowdown and trade war"
X Link 2025-05-09T14:54Z 42.9K followers, 39.2K engagements

"If you are going long into weekend you are betting that China will prioritize small money over national pride"
X Link 2025-05-09T15:52Z 42K followers, 93.5K engagements

"question: Its like $AMZN but in an unstable 3rd world country trades at twice valuation of $AMZN and is now being pumped all over twtr"
X Link 2025-05-09T16:49Z 42.5K followers, 34K engagements

"@AnnaEconomist I think market is pricing in a cut to 50% or so. Probably based on similar thinking you lay out here. Paul Tudor Jones talked about it few days ago as well. Problem I think even with 30-50% range recession not avoidable"
X Link 2025-05-09T17:22Z 42.7K followers, 29.3K engagements

"So the only possible market positive outcome is now off the table. I expect the retest process to start https://x.com/DeItaone/status/1920984711159075008 *LUTNICK: "NO CHANCE" CHINA TARIFFS WILL BE PAUSED AFTER TALKS https://x.com/DeItaone/status/1920984711159075008 *LUTNICK: "NO CHANCE" CHINA TARIFFS WILL BE PAUSED AFTER TALKS"
X Link 2025-05-10T01:02Z 42.9K followers, 157K engagements

"Between this then Lutnick crossing their red line yesterday Chinese apparently had enough https://x.com/markoinny/status/1920178295301083581 Interesting if continues I think there is some chance China cancels meeting. https://t.co/m6fcgtnZus https://x.com/markoinny/status/1920178295301083581 Interesting if continues I think there is some chance China cancels meeting. https://t.co/m6fcgtnZus"
X Link 2025-05-10T12:05Z 42.5K followers, 54.3K engagements

"Out of all breaking news combinations we didnt have yet 'one delegation leaving and other entering' at the same time"
X Link 2025-05-10T12:55Z 42.5K followers, 30.2K engagements

"Before congratulating the bulls would be good to see what is the new tariff rate and hear Chinese version"
X Link 2025-05-11T00:19Z 42.9K followers, 411.9K engagements

"In practical terms seems like cryptos sniffed something already on Wednesday and Saturday optimism can be a good exit liquidity point. Other assets will need more details"
X Link 2025-05-11T01:04Z 41.5K followers, [----] engagements

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