DoubleLine Capital @DLineCap
DoubleLine is an investment management firm and investment adviser. @DLineFunds @DLineMinutes https://t.co/s3F7La18pB doubleline.com Los Angeles Joined March 2011-
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AI's leverage is settling into concrete and copper, not just cap tables. doubleline.com/markets-insigh…
“All these IPOs are planned for the next six months – OpenAI, Anthropic, SpaceX,” says Eric Dhall. “They’re all trying to rush to market while the animal spirits are abounding, and irrational exuberance is pressing any skepticism away.” podcasts.apple.com/us/podcast/ani…
Despite easing from mid-month, Treasury yields “remain elevated vs. the beginning of the month,” Eric Dhall observes. “There’s still a term premium there; investors are still concerned about inflation and budget deficits.” 👉podcasts.apple.com/us/podcast/ani…
Rooting for peace but keeping it real: “The U.S. is negotiating with some more moderate people in Iran,” Eric Dhall says, “but the guys with the guns don’t necessarily agree with those moderates.” podcasts.apple.com/us/podcast/ani…
Olive Oyl-skinny market leadership: “With the S&P 500 trading 7% above its 50-day moving average,” Ryan Kimmel notes, “only 56% of stocks in the index are trading above their 50-day. This rally is driven by a select few large stocks.” 👉podcasts.apple.com/us/podcast/ani…
Amid the ping pong of headlines over the U.S.-Iran conflict, a thin leadership of tech giants in May, @DLineCap's Eric Dhall and Ryan Kimmel note, drove the S&P 500 into new highs while bond yields eased, albeit to still elevated levels. podcasts.apple.com/us/podcast/ani…
The PCE deflator for April was softer than expectations, +0.40%MoM vs. 0.5% consensus and 0.66% in March. The year-over-year pace rose to 3.8%, the fastest pace since May 2023. Core PCE, +0.24%MoM vs. 0.3% consensus and 0.30% in March. Year-over-year core PCE increased 0.1% to 3.3%, the fastest rate since Nov 2023. Core services PCE decelerated to 0.19%MoM. Core services ex housing (supercore) decelerated to 0.12%MoM.
Personal income was flat April vs. expectations of +0.4%MoM; wage income increased 0.2%MoM. On a year-over-year basis, real wages & salaries growth turned negative at -0.2% and real disposable personal income -1.1%.
Fertilizer prices are up 44% since the Iran conflict started, but food prices have barely moved. That gap gets paid by farmers first — then by you at the grocery store. Here's why food inflation may be closer than it looks. doubleline.com/markets-insigh…
Year-ahead inflation expectations revised up 0.3% to 4.8%. Long-run inflation expectations revised up 0.5% to 3.9%.
Deputy CIO Jeffrey Sherman urges investors to look past the headline ping pong and focus on fundamentals, sharing his views on stretched equity valuations, the case for EM local currency and what he sees as the most underpriced risk in markets today. youtube.com/watch?v=Qx71ue…
China's nominal GDP gap with the U.S. has widened since 2022, not from real growth, but from deflation and RMB weakness. The convergence story isn't dead, but it's stalled. linkedin.com/pulse/still-nu…
S&P Global US PMI preliminary reading for May was mixed; manufacturing at 55.3 vs. 53.8 consensus. Services 50.9 vs. 51.2 consensus. This brings the composite to 51.7 vs. 51.7 the previous month. Measured overall, employment fell in May for the second time in the past three months, the rate of job losses reaching the highest since August 2024 due to growing concerns over rising costs and deteriorating demand conditions. However, whereas service sector jobs were reduced at the second-fastest pace seen since May 2020 (surpassed only by April 2024), manufacturing payrolls showed the largest rise for 11 months as factories raised headcounts to meet the recent upturn in orders. - S&P Global
Portfolio Manager Ken Shinoda joined Bloomberg's @kgreifeld & @RomaineBostick live from DoubleLine's L.A. offices to share his views on the mortgage market, the diverging fortunes of residential and commercial real estate and why 2026 is shaping up to be the year of carry.
DoubleLine’s Robert Cohen, Director of Global Developed Credit, joined @kgreifeld & @RomaineBostick live from DoubleLine’s L.A. offices to discuss AI financing, credit markets and the growing cracks in private credit. youtu.be/hSm1MFj1nAA
While bond yields have risen to price in a higher term premium, Portfolio Manager Eric Dhall notes “credit spreads remain incredibly tight, especially in corporate bonds.” youtu.be/uOFPQnuX44o
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough survey a “neck-snapping” week ended May 15 with a Friday stocks sell-off Friday all-time highs on Thursday as inflation-focused bond vigilantes crashed the party. podcasts.apple.com/us/podcast/dou…
Jim Bianco @biancoresearch
625K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Jeffrey Gundlach @TruthGundlach
438K Followers 6 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
Danielle DiMartino Bo... @DiMartinoBooth
335K Followers 452 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
David Rosenberg @EconguyRosie
306K Followers 338 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Liz Ann Sonders @LizAnnSonders
621K Followers 770 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Rudy Havenstein, Seni... @RudyHavenstein
138K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Thomas Thornton @TommyThornton
129K Followers 8K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Otavio (Tavi) Costa @TaviCosta
315K Followers 2K Following Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: [email protected]
Luke Gromen @LukeGromen
479K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Lawrence McDonald @Convertbond
144K Followers 14K Following NY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
George Noble @gnoble79
104K Followers 4K Following Fidelity Overseas Fund, Was #1 mutual fund USA. Former Peter Lynch assistant. Best Income Ideas Online Summit. May 20, 2026. https://t.co/Ah4ySJGvg3 $99
Michael Kao @UrbanKaoboy
115K Followers 2K Following GS/J. Aron➡Canyon➡Akanthos➡Kao Family Office➡https://t.co/6Us4owom5j📊Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿NO INVESTMENT ADVICE
Michael Taylor @Mike_Taylor1972
63K Followers 581 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Callum Thomas @Callum_Thomas
137K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Lance Roberts @LanceRoberts
104K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Jurrien Timmer @TimmerFidelity
214K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Christopher Bloomstra... @ChrisBloomstran
127K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business.
Bespoke @bespokeinvest
264K Followers 1K Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Michael A. Arouet @MichaelAArouet
319K Followers 1K Following Compounding. Economy & politics, investing, charts and irony. Born in Europe, made in USA. No investment advice. I’m not on Threads, Telegram, Bluesky etc.
Ruby Street Group @RubyStreetGroup
61 Followers 142 Following Investment manager (Ruby Street Capital) and advisory firm (Ruby Street Management).
CM Atama @CMaxAtama
1 Followers 38 Following
Jose Cruset @josecruset
670 Followers 1K Following Alfa Technology (https://t.co/o2BSBMEicN) TEDxBarcelona curator (https://t.co/JPnabVfIwQ)
Terry Jenkins @TresBonne22
3 Followers 36 Following
Badami Aditya 🌏�... @AdityaBadami
272 Followers 5K Following
Wes @ama_savage76
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Sean @L7westcoaster
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If you want it @OakHillsBoy
219 Followers 52 Following The political litmus test: Do they want to limit free speech? This will tell you whether they are working towards a free society or a police state.
Simon Walenski @SimonWalen99353
19 Followers 276 Following
Sun_in_the_sky @fly_in_ze_sky
2 Followers 317 Following Great businesses, Sports, Dolce Vita, Architecture. Disclaimer: no investment advice Le nouveau western
bladerunner @bladerunner3049
938 Followers 891 Following Trader Junkie! Smack talker! Don’t take it seriously..
Guru Darshan @Guru_Darshan777
2 Followers 626 Following
HiTeaPacific @hiteapacific
26 Followers 180 Following
johnny cy @jcyofrelief
153 Followers 995 Following global macro strategist; retired professional athlete; 80s music savant; striker of mighty (occasionally wayward) golf shots
Jayant Jain @jayantjain001
4 Followers 50 Following Proud Indian | निर्भीक | Pure Vegetarian ☘️ | | ------- 🔥 🇮🇳 🔥 --------- |
Dadbod @Idontweet123
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Lincolnshire @lincolnshirehq
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Kaushal Maroo @KMaroo3989
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Dan Yeung @dyeung7525
11 Followers 168 Following
Value & Momentum Port... @DenisDoros40517
390 Followers 3K Following Fundamental Equity Research (20h+/name) + Quantitative Quality Screens. Pivoting to overlooked US/International Mid-Caps. Former M&A banker (Lazard, Rothschild)
fu yao @fuyao1165258
0 Followers 10 Following
Post82383 @post8238352425
39 Followers 616 Following
Reza Tafteh @euler_formula
181 Followers 728 Following Keep some leverage for convexity. Don’t be someone's exit liquidity. PhD in Optical Sensing / Imaging, UBC, Vancouver
Cheah Chor Min @chormin
12 Followers 609 Following
把栏杆拍遍 @1Caodong74752
154 Followers 2K Following
Wc3hr @wc3hr2
126 Followers 513 Following
Eduardo Moraes @Edumoraess_
119 Followers 1K Following Quantitative Research • Macroeconomics • Risk Modeling • Global Macro Strategy. 🌏🇧🇷🇨🇱🇵🇪
ram tattu @RamTattu
20 Followers 353 Following
Mathieu St-Jean @matalexstjean
163 Followers 3K Following Just a normal guy trying to live an extraordinary life.
Dave Watzhisname 🌎 @DWatzhisname
23 Followers 184 Following I like wise philosophers more than I like politicians.
jane matza @jruby18
2 Followers 720 Following
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56 Followers 1K Following
gregg @zx9rblue
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81 Followers 122 Following
Rocscie @Rocscie1
20 Followers 1K Following wondering here in search of interesting discussions & non-trivial people
Robert Capstick @capstick_robert
4 Followers 38 Following
qdobatony @qdobatony
2 Followers 49 Following
Jagannath Kshtriya @the_jagannath
11 Followers 172 Following
Elias Kurtic @eliaskurtic
59 Followers 1K Following Founder & CEO, @BedrockNeural. Former Project Lead at DeepMind. Scaling the foundational layers of reasoning. Believer in high-parameter stability
The Girlfriend Index @GirlfriendIndex
2K Followers 282 Following Consumer trend intel from the girls who always know first. Not investment advice.
DoublelineBaby @DoublelineBaby
10 Followers 17 Following Test account for DoubleLine Content and Media.
DoubleLine ETFs @DLineETFs
1K Followers 7 Following For the latest updates, insights, and information, please follow us at @DlineFunds.
DoubleLine Minutes @DLineMinutes
6K Followers 3 Following A weekly market discussion with DoubleLine's Macro Asset Allocation team recorded Friday afternoon for your Monday morning commute, or anytime in between.
DoubleLine Channel 11 @DLineChannel11
2K Followers 6 Following A series of @YouTube shows bringing you market insights and commentary with peers and industry experts hosted by @DLineCap Portfolio Manager Ken Shinoda.
The Sherman Show Podc... @ShermanShowPod
4K Followers 75 Following A series of podcasts with peers and industry experts hosted by @DlineCap Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau. #ShermanSays
DoubleLine Funds @DLineFunds
4K Followers 4 Following DoubleLine is an investment management firm and registered investment advisor. https://t.co/WXiztPNFUEYou might like
