hsri07 @hsri07
PM - Performing and distressed corp & structured credit with a macro overlay. BDC/CEF/1940 Act experience. Very good track record through 3 credit crises New York Joined June 2011-
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@DannyDayan5 @eliant_capital Inverted curve, Sahm rule, regional banks, auto DQ highest since 2009 blah blah
@tylermacro10 @DannyDayan5 Agreed, Warsh will never antagonize Trump (at least not so soon), he keeps rates unchanged and avoid any hiking mentions and is dovish in the presser.
@EPBResearch By Kalecki Levy, this is from consumer or govt dissaving. Consumer dissaving seems to be ending, govt deficits can continue or not?
@PauloMacro This 👍 👏. After the fact rationalizing by everyone who has been flat out wrong for months now 🤦♂️
@DannyDayan5 Warsh is going to try to get the group to not event hint at hiking, he may well have to give up cuts for now but will do enough to not hint at a hike, keeping FCI loose as ever
@BobEUnlimited Obviously, was being sarcastic with Warsh cherry picking lowest possible reading to cater to Trump.
@AyyouEm Why Thoma obviously, Clearlake or Vista are candidates too?
@AahanPrometheus 💥 this rigid following the system always is poor IMO. Jim Simon’s famously overrode his models in 08. For the foreseeable future, need human to maintain final control and not worry about exercising this control (albeit only rarely & in highly unusual circumstances)
@pineconemacro Doesn’t negate the view that Rory, HFI and all these oil “experts” terribly wrong about oil for past 3 months now! They keep talking, pointing out obvious fake news, propaganda, physical vs futures, blame mkt manipulation blah blah. Everything except admitting they are WRONG
@AahanPrometheus Think you are under selling your work and attributing way too much unwarranted to experts! 😉
@AahanPrometheus once again, these oil experts completely WRONG. now resorting to “markets are wrong, not us”🤦♂️. Nearly 3 full months later & pathetic forecasts, they are still at it, markets manipulated blah blah. If oil is down 6% on a sham deal rumor, maybe it is truly a glut?
Only doomberg (not on X) expressed sincere regret at his mistake, pointing to not good data on China buying of oil prior to war as possible reason. I make mistakes all the time, but I don’t blame market manipulation or plunge protection team nonsense
@CRUDEOIL231 @zerohedge Called the price of oil TERRIBLY WRONG but blame the market, the frauds blah blah 😒🤦
@Dr_Gingerballs PDBC, PDBA, SDCI decent commodity options? EMBX/EMBD/EMLC for emerging mkt fixed income exposure (vs EM equities)
@UnicusResearch Zero semblance between this time and then, but yet 🤦♂️. Unfollowing useless news letter writer peddling doom to sell “research”
secur @securusah
0 Followers 49 Following
_Jens Ncrdvig @jncrdvig
13 Followers 465 Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
Elizabeth Camille Lan... @CaringA3482
90 Followers 623 Following Date of birth: May 3, 1999 Age: 26 (as of 2026) Nationality: American 🇺🇸 Birthplace: Hope Hull, Alabama, USA
Sea_aa2 @sea_to_the_tea
592 Followers 3K Following
Vanck.AI @vanckzhu
4K Followers 994 Following Thinker/Investor. Surfing the capital cycles. Special sits. And Japan. The “AI” in the handle is strictly for achieving a higher multiple than warranted
account @narwhale30
14 Followers 366 Following
Mike Hawk @MikeHaw12811477
15 Followers 324 Following
Compounding Disintere... @CDisinterest
381 Followers 2K Following
Michael Harris ∀p(p... @mikeharrisNY
33K Followers 1K Following I boosted many fools on X but think they used me, so I gave up. Follow @priceactionlab. I never DM anyone. No advice. Sci-fi novel: https://t.co/oOireBtzM4
Paulo Macro ✪ @Paul0Marc0
117 Followers 3K Following Speculation is the search for truth in price and time. Not Financial Advisor | my personal views. Blog at https://t.co/gKyYiNYmpS
Jigar @1gza75
46 Followers 279 Following
davraz188 @DavideRazeto
74 Followers 994 Following
Bob Eliott @_BobEUnlimited
837 Followers 7K Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Illiquid Nico 🇨�... @NicoGladia
3K Followers 1K Following Alts, privates, secondaries & distressed because hey, someone needs to buy that stuff... Greek Geek & recent boats enjoyoor
Paul M. @willybalters
979 Followers 2K Following Father to 3 boys. Husband. Yale U15Prep 🏒 , Semiahmoo G8 basketball 🏀, bayside U11 rugby 🏉.
Rob Kurman @TheRealKurm
69 Followers 360 Following
Bill @20Wjennings
22 Followers 281 Following
_Eric Basmajian @_EPBReesearch
12 Followers 774 Following EPB Research | Economics & Business Cycles for asset managers and business owners.
Kareem Abdul JabbarTO... @SloppyTopFromA3
141 Followers 1K Following Nobody is an atheist at 50x leverage | Chinese spy | Italian Neorealism Fan Account
Mr Mayhew @mr_mayhew
107 Followers 281 Following
Dave Lougee @DaveLougee
69 Followers 1K Following
Giant Panda @rockeyelephant
281 Followers 444 Following Former credit structurer, repo trader (HQLA and credit). Used to manage a 10-figure book. 60 years market experience. Opinions mine solely.
Donaldduck🦆 @donaldduck105
88 Followers 839 Following
junkbondinvestor @junkbondinvest
49K Followers 1K Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
Antonino Wilson @commodityloser
66 Followers 1K Following
Hydrated Jakub (🐍,... @GregusJakub
7K Followers 8K Following Co-founder @hydration_net Partner @zeeprimecap In blockchain veritas. Also in wine 😉 Connecting dots and people.
jiafei9014 @mingzheyi
155 Followers 1K Following
Craig @account35795
0 Followers 407 Following Investing and Markets, NYC. “Whosoever is delighted in solitude is either a wild beast or a god”
Igor @IgFu
84 Followers 4K Following
Jim Wall @JimWall84
1K Followers 1K Following Carlovian in London. Assume I'm long all stocks mentioned. None of this is advice.
slovak @slovak83
170 Followers 1K Following
Edward Zhou @z28182198
0 Followers 320 Following
TheIntelligentAllocat... @IntelAllocator
66 Followers 204 Following
🐙 ᐯᶤℂ丅Ỗ�... @victoria07985
125 Followers 480 Following Dream big ✨ sparkle more 💖 and never dim your light 🌟 chase goals fearlessly.
Will McClain @dothemath11
156 Followers 160 Following Financial Analyst, Football Coach, Rugby Coach, Native of Glasgow
Haku @hakuwho
2K Followers 766 Following Opinions are my own NFA. I’m often wrong and my opinions change over time. SWG - Shadowfire.
Kevin Chau @jmj4k4td4j
32 Followers 528 Following
LMEmes @lolviolence
5K Followers 2K Following A covenants meme account; views are my own and not my employer's
JH @CRUDEOIL231
59K Followers 328 Following PM at the Hedge Fund Arm of Global Physical Commodity Trading House / Macro, Commodities, FICC / Middle and Far East representation / Travelers worldwide
Jeffrey Currie 🆔++ @CommodMkt
70K Followers 147 Following Price Theory. Co-Chair, Abaxx Markets. Formerly Goldman, currently Director at Aleph, Borr, Energy Aspects, iPulse and Advisor at Carlyle, U Chicago EPIC.
Norseman Market Timin... @Norseman1
32K Followers 957 Following Navigating markets for 20 years with multiple timing disciplines. We will be sharing timing ideas w/entries based on multiple timeframes very soon! See bio
Hedge Fund Alpha @Hedgefundalpha
1K Followers 140 Following Hedge fund intelligence at retail prices. Large focus on the top under the radar emerging managers. (Formerly Valuewalk Premium) DM us confidential tips
Pinebrook Capital pin... @PBCapit
1K Followers 2 Following Pinebrook Capital Join our Substack: https://t.co/Lq7srOiZ1x @EconstratPB | David Cervantes @MacrostratPB is for our PAID subs
Anthony Martinelli @AMartinelliWA
4K Followers 0 Following Founder and Editor-in-Chief of https://t.co/j0dtwD4ald. Father of 5.
Hedgeye Cannabis @HedgeyeCannabis
7K Followers 789 Following Also known as @HedgeyeFood. Consumables Associate at @Hedgeye, following Restaurants & Cannabis. Not Investment Advice.
Denis Rudev @DenisRudev
1K Followers 184 Following Co-Founder & CIO, LK Green Capital | Private-to-public special situations | Early mover, US MSOs (2017) | Early-cycle Sponsor, AI Factories (2026).
THE SHORT BEAR @TheShortBear
199K Followers 666 Following Market Wizards | Contrarian stoic trader and long term investor | since 2013 | Tweets are purely for entertainment purposes and not investment advice
Jane Cazneau - 🇺�... @JaneCazneau
927 Followers 127 Following Pronouns: Build/SDI | Starship Age Thinker Sometimes I talk about structured credit, nothing I say is ever advice of any kind
Javier Blas @JavierBlas
390K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' Any views expressed are my own. [email protected]
Yaroslav Trofimov @yarotrof
165K Followers 5K Following Chief Foreign-Affairs Correspondent of WSJ. Author of 📚No Country for Love 📚 and 📕Our Enemies Will Vanish📕 and 📘Siege of Mecca 📘Insta @yarotrof
Illiquid Nico 🇨�... @NicoGladia
3K Followers 1K Following Alts, privates, secondaries & distressed because hey, someone needs to buy that stuff... Greek Geek & recent boats enjoyoor
The Factor Report @PeterLBrandt
1.0M Followers 2K Following Futures mkt trader since 1975. Shokunin. Author. Market Wizard. ✝an. Price science Membership Factor Report https://t.co/83DcDyF2SE https://t.co/ilO2kzN0z3
Michael Harris ∀p(p... @mikeharrisNY
33K Followers 1K Following I boosted many fools on X but think they used me, so I gave up. Follow @priceactionlab. I never DM anyone. No advice. Sci-fi novel: https://t.co/oOireBtzM4
EconstratPB @EconstratPB
26K Followers 1K Following Pinebrook Capital | David Cervantes Join our Substack: https://t.co/Nl459lWDxc @macrostratpb is for our PAID subs
HFI Research @HFI_Research
113K Followers 77 Following Contrarian Investment Research: Energy (Oil & Gas)
Sonu Varghese @sonusvarghese
14K Followers 2K Following Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
Kent Collier @DDInvesting
6K Followers 673 Following Founder & CEO of Octus: an intelligence and data provider focused on the global credit markets @OctusCredit // views are my own
Tom Graff🔸 @tdgraff
8K Followers 558 Following Chief Investment Officer @join_facet. Markets, Fed, macro. Hopefully informative, but no promises. Watch me on YouTube: https://t.co/7XLPzkU9SN
Lake Cornelia Researc... @CorneliaLake
30K Followers 588 Following Not investment advice; I talk about stocks that can kill you. CAPS = PARODY https://t.co/J84sNQEyWx
Leyla @LeylaKuni
23K Followers 891 Following Founder: @accreditedLP | Writing about private markets from the investor POV. Join 16,000+ newsletter subscribers
Sonali Basak @sonalibasak
61K Followers 5K Following Chief Investment Strategist for iCapital. Previously anchor for @BloombergTV & journalist @business. @NYUStern MBA. Views are my own.
Hedgie @HedgieMarkets
49K Followers 31 Following 🦔 Making financial nonsense make sense, one prickly take at a time 🦔 | Weekly newsletter: https://t.co/zgdVSm4Iq5 | Not financial advice (I'm a Hedgehog)
Randolph Duke 🇺�... @RandolphDuke7
8K Followers 2K Following FO / HF, L/S securities, real estate, private equity. Behavioral finance. Joyologist. Eastern Shore. Mortimer is greedy. 🇺🇸 #BillsMafia Buffalo native
Gotham City Research @GothamResearch
49K Followers 0 Following
Thomas Braziel @Bkclaims
21K Followers 3K Following Distressed & Special Situations Investor Bankruptcy • Crypto • Litigation • IEEPA claims DM open | https://t.co/4rgO0LwgpT | [email protected]
Τάκης Χριστ... @takis2910
5K Followers 260 Following Caveat emptor, often fighting lost causes. Like drunks use of lamp post, most use me for support, not illumination. Not financial advice just to be clear... 🕊️
Sofia Baig @_SofiaBaig_
643 Followers 350 Following Economist at @MorningConsult polling the people on the economy 🤓 desert AND dessert lover. Opinions are my own.
Dalius - Special Sits @InvestSpecial
35K Followers 288 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +770% since 2017.
Julian Klymochko @JulianKlymochko
33K Followers 1K Following CEO and CIO @AccelerateFT | Powering Diversification with Leading Alternative Investment Solutions
The Dank Informer @TheDankInformer
19K Followers 7K Following Bringing the cannabis industry data to life 🥦 / Investigative Reporter / MAHA / Not Financial Advice / Parody / Memes / Satire / PhD in Gas Station Weed
Ernie Tedeschi @ernietedeschi
41K Followers 2K Following Personal account. Chief economist at @Stripe. Former Director of Economics at @The_Budget_Lab. Former Chief Economist at @WhiteHouseCEA.
Kuppy's Korner @kuppyskorner
29K Followers 5 Following My name is Harris Kupperman but everyone calls me Kuppy. I manage @praetoriancap and this is our official blog...
Ian Harnett @IanRHarnett
21K Followers 601 Following Veteran macro strategist - Co-founder Absolute Strategy Research - All views are my own and not those of ASR. RT does not mean endorsement
EndGame Macro @onechancefreedm
73K Followers 840 Following Macro strategy | Systemic risk & policy intel | Powered by AI + human insight | Not Financial Advice
bob coleman @profitsplusid
41K Followers 385 Following Idaho Armored Vaults stores all physical precious metals outside the financial system in insured, segregated, and armored vaults.
Parker Ross @Econ_Parker
23K Followers 658 Following Global Chief Economist @ ACGL | ex JPM AIG HUD | Husband to Jamie; Dad to Landon, Greyson & Logan | No investment advice & views are my own 🦬🇺🇸🇮🇱
Mike Konczal @mtkonczal
53K Followers 1K Following Senior Director Policy and Research, @EconomicSecProj. Former NEC. Liberal. #Rstats. Team Macro. Dad. Chicago guy.
Ed Clissold @edclissold
20K Followers 908 Following Chief U.S. Strategist for Ned Davis Research (NDR). The truth resists simplicity so let's debate in 280 characters. Charts over text. rt ≠ endorsements.
Jared L Kubin @JaredKubin
29K Followers 5K Following Hedge Fund Founder 🐊⚾️ James 1:2. No One is Coming. Dadmaxxing & Liftmaxxing. Liquidation Nation⚔️ Whatever it Takes.
Trading Volatility @TradeVolatility
34K Followers 539 Following Market structure & options positioning for serious traders. Gamma | Option flow | 0DTE | Skew | Vanna | VIX/VXX/SVIX🇺🇸
Horse @TheFlowHorse
284K Followers 4K Following Former prop trader, dad to two girls, husband to one of those horse ladies, founder of @tradingstable. Markets, flows, and trends.
Robert McGroarty @HedgeyeRJM
6K Followers 429 Following Analyst, Capital Allocation @HedgeyeAM | "Go Anywhere, Not Everywhere" | Risk First, then Returns | Member of #HedgeyeNation | Not Investment Advice
Izabella Kaminska @izakaminska
135K Followers 3K Following Founder Editor of The Blind Spot @theblindsp0t and The Peg @cashequivalence. Previously POLITICO, and FT. Fights for the human. Typos, syntax errors guaranteed.Trends for United States
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