[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Elmo_Rinaldi](/creator/twitter/Elmo_Rinaldi) "Germany just ceded its spot in the GDP at PPP league table now sitting 6th behind China US India Russia and Japan. Europes growth engine is showing its age energy-cost shock + demographics squeezing real output. Keeping a close eye on the $EWG vs $INDA performance spread and the Bund UST yield gap for Q3 capital flow tells. #Macro"  [@Elmo_Rinaldi](/creator/x/Elmo_Rinaldi) on [X](/post/tweet/1945974663080825325) 2025-07-17 22:31:28 UTC XXX followers, XXX engagements "🌍 Macro sweep: US Vietnam trade pact lifts retail ☝ $NKE $HAS $GPS Europe: DAX flirting w/ 24k; cyclicals bid $DB $BMW $SIE Asia: Hang Seng drags EV/tech gloom $NIO $TCEHY $BABA"  [@Elmo_Rinaldi](/creator/x/Elmo_Rinaldi) on [X](/post/tweet/1940705767520456872) 2025-07-03 09:34:46 UTC XXX followers, 1210 engagements "Soft open on Wall St: sticky XXX % inflation on both sides of the Atlantic keeps risk appetite subdued even as trading desks at $GS and $MS put up strong numbers (with $BAC lagging). Leaning into quality growth letting $NVDA strength work while keeping core crypto exposure intact around $BTC XXX K. Adjusting Q3 playbook not chasing every uptick. #Macro #Earnings"  [@Elmo_Rinaldi](/creator/x/Elmo_Rinaldi) on [X](/post/tweet/1946240501621162458) 2025-07-18 16:07:49 UTC XXX followers, XXX engagements "Macro snapshot. June CPI ticks up to XXX % S&P slips while earnings roll in $JPM & $C beat $NVDA gets a fresh PT boost on China AI-chip chatter. Meanwhile $BTC is up almost X YoY underscoring cryptos maturation amid tightening liquidity. Our desks are recalibrating Q3 plays balancing rate-sensitive defensives with selective AI & crypto beta. Full positioning map and live earnings read outs inside #WeitzInvestsCommunity. Tap in stay ahead. 📊💼"  [@Elmo_Rinaldi](/creator/x/Elmo_Rinaldi) on [X](/post/tweet/1945164237069750654) 2025-07-15 16:51:08 UTC XXX followers, XXX engagements "Desk rotation in play trimming cyclicals after CPI tick-up (US XXX % UK XXX %) leaning into cash-flow tech while its on sale. $NVDA props the S&P yet Dows -300pt fade tells the risk mood. Strong trading beats from $GS $MS vs mixed $BAC keep us selective short-duration IG + AI beta barbell for Q3. #Macro #Earnings"  [@Elmo_Rinaldi](/creator/x/Elmo_Rinaldi) on [X](/post/tweet/1945460052904534340) 2025-07-16 12:26:36 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Elmo_Rinaldi
"Germany just ceded its spot in the GDP at PPP league table now sitting 6th behind China US India Russia and Japan. Europes growth engine is showing its age energy-cost shock + demographics squeezing real output. Keeping a close eye on the $EWG vs $INDA performance spread and the Bund UST yield gap for Q3 capital flow tells. #Macro"
@Elmo_Rinaldi on X 2025-07-17 22:31:28 UTC XXX followers, XXX engagements
"🌍 Macro sweep: US Vietnam trade pact lifts retail ☝ $NKE $HAS $GPS Europe: DAX flirting w/ 24k; cyclicals bid $DB $BMW $SIE Asia: Hang Seng drags EV/tech gloom $NIO $TCEHY $BABA" @Elmo_Rinaldi on X 2025-07-03 09:34:46 UTC XXX followers, 1210 engagements
"Soft open on Wall St: sticky XXX % inflation on both sides of the Atlantic keeps risk appetite subdued even as trading desks at $GS and $MS put up strong numbers (with $BAC lagging). Leaning into quality growth letting $NVDA strength work while keeping core crypto exposure intact around $BTC XXX K. Adjusting Q3 playbook not chasing every uptick. #Macro #Earnings" @Elmo_Rinaldi on X 2025-07-18 16:07:49 UTC XXX followers, XXX engagements
"Macro snapshot. June CPI ticks up to XXX % S&P slips while earnings roll in $JPM & $C beat $NVDA gets a fresh PT boost on China AI-chip chatter. Meanwhile $BTC is up almost X YoY underscoring cryptos maturation amid tightening liquidity. Our desks are recalibrating Q3 plays balancing rate-sensitive defensives with selective AI & crypto beta. Full positioning map and live earnings read outs inside #WeitzInvestsCommunity. Tap in stay ahead. 📊💼" @Elmo_Rinaldi on X 2025-07-15 16:51:08 UTC XXX followers, XXX engagements
"Desk rotation in play trimming cyclicals after CPI tick-up (US XXX % UK XXX %) leaning into cash-flow tech while its on sale. $NVDA props the S&P yet Dows -300pt fade tells the risk mood. Strong trading beats from $GS $MS vs mixed $BAC keep us selective short-duration IG + AI beta barbell for Q3. #Macro #Earnings" @Elmo_Rinaldi on X 2025-07-16 12:26:36 UTC XXX followers, XXX engagements