MI2 Partners (@mi2partners) 's Twitter Profile
MI2 Partners

@mi2partners

Publisher of Independent macroeconomic research by a team headed by @julianMI2 mi2partners.com and MacroCapture for Savvy investors

ID: 1428661796

linkhttps://www.mi2partners.com/ calendar_today14-05-2013 19:26:20

2,2K Tweet

17,17K Followers

1,1K Following

Julian Brigden (@julianmi2) 's Twitter Profile Photo

We are bombarded by "S&P at new highs". But it's MONEY ILLUSION. By staying in US stocks, you are getting relatively poorer. Yes, in $ terms, the S&P is up 5% YTD, but flat in foreign currencies. As a US investor, you'd be up 20% in European stocks. This is why FX is key!

We are bombarded by "S&P at new highs". But it's MONEY ILLUSION. By staying in US stocks, you are getting relatively poorer. Yes, in $ terms, the S&P is up 5% YTD, but flat in foreign currencies. As a US investor, you'd be up  20% in European stocks. This is why FX is key!
MI2 Partners (@mi2partners) 's Twitter Profile Photo

“Will no one rid me of this turbulent priest?” Trump may not have said it exactly like Henry II, but the message to Powell is clear. As dollar weakness gets pinned on politics, Fed independence faces its Becket moment. Dive in:⚖️bit.ly/4ltgnSM

“Will no one rid me of this turbulent priest?” Trump may not have said it exactly like Henry II, but the message to Powell is clear. As dollar weakness gets pinned on politics, Fed independence faces its Becket moment. Dive in:⚖️bit.ly/4ltgnSM
Trevor Hall (@trevahall) 's Twitter Profile Photo

Out of all the deals he wants to get done on trade, this should be of high priority and also one of the easiest. But no… we have this.

Out of all the deals he wants to get done on trade, this should be of high priority and also one of the easiest. But no… we have this.
MI2 Partners (@mi2partners) 's Twitter Profile Photo

The dollar’s tipping, foreign inflows are stalling, and the next move could define Q3. Don’t just watch—understand. Start your FREE 8-week institutional trial here: 📊 bit.ly/4k655To

The dollar’s tipping, foreign inflows are stalling, and the next move could define Q3.
Don’t just watch—understand. Start your FREE 8-week institutional trial here: 📊  bit.ly/4k655To
MI2 Partners (@mi2partners) 's Twitter Profile Photo

A breakout beckons, but the setup is messy. The dollar, positioning, and foreign flows all threaten to flip the script. This is where MI2 steps in—creating calm out of chaos. Start your FREE 2-month institutional trial here: bit.ly/4k655To

A breakout beckons, but the setup is messy. The dollar, positioning, and foreign flows all threaten to flip the script.
This is where MI2 steps in—creating calm out of chaos. Start your FREE 2-month institutional trial here: bit.ly/4k655To
MI2 Partners (@mi2partners) 's Twitter Profile Photo

In Q3, we’re watching what we call the “nasty phase” of rotation: 📉 US underperformance 📈 Capital moving into undervalued global plays 📊 Tactical opportunities in FX and commodities ⏳bit.ly/MacroCapture

In Q3, we’re watching what we call the “nasty phase” of rotation:
📉 US underperformance
📈 Capital moving into undervalued global plays
📊 Tactical opportunities in FX and commodities
⏳bit.ly/MacroCapture
MI2 Partners (@mi2partners) 's Twitter Profile Photo

Welcome to Q3. The first half of the year was turbulent — fast pivots, sticky inflation, rate surprises, geopolitical jolts. This is when macro insights matters most. Get perspective. Get proactive. Get MacroCapture. ⌛️bit.ly/MacroCapture

Welcome to Q3. The first half of the year was turbulent — fast pivots, sticky inflation, rate surprises, geopolitical jolts. This is when macro insights matters most. Get perspective. Get proactive. Get MacroCapture. ⌛️bit.ly/MacroCapture
MI2 Partners (@mi2partners) 's Twitter Profile Photo

🔥Julian Brigden joins @SoarFinancially to break down the real risks — and where the dollar, gold, bonds & markets could go next. 📉⚠️ Insight before the next move → youtu.be/26JuKQ9xQAg

🔥<a href="/JulianMI2/">Julian Brigden</a> joins @SoarFinancially to break down the real risks — and where the dollar, gold, bonds &amp; markets could go next.
📉⚠️ Insight before the next move → youtu.be/26JuKQ9xQAg
MI2 Partners (@mi2partners) 's Twitter Profile Photo

Jeff and his wife. Bond and stock investors. Trump and Powell. What do they all have in common? Irreconcilable differences. But only one of those is writing notes on camera, demanding lower rates. Discover the policy tension in full here🎆 bit.ly/3TIoiA5

Jeff and his wife. Bond and stock investors. Trump and Powell. What do they all have in common? Irreconcilable differences. But only one of those is writing notes on camera, demanding lower rates. Discover the policy tension in full here🎆 bit.ly/3TIoiA5
MI2 Partners (@mi2partners) 's Twitter Profile Photo

As the U.S. steps back for the July 4th holiday, global macro keeps moving. 📈 Europe’s inflation prints 🛢️ Oil market swings 💱 Currency pressuresWith Q3 underway, it’s time to think beyond borders. Stay sharp with MacroCapture.🎆 bit.ly/MacroCapture

As the U.S. steps back for the July 4th holiday, global macro keeps moving.
📈 Europe’s inflation prints
🛢️ Oil market swings
💱 Currency pressuresWith Q3 underway, it’s time to think beyond borders.
Stay sharp with MacroCapture.🎆  bit.ly/MacroCapture
MI2 Partners (@mi2partners) 's Twitter Profile Photo

Why Julian Brigden? Because he’s a veteran macro strategist—relentless in the data. Because he’s called the turning points others never saw coming. Because top institutions don’t just follow him—they rely on him. Get unfiltered expertise. Start your FREE institutional trial:

Why Julian Brigden? 
Because he’s a veteran macro strategist—relentless in the data.
Because he’s called the turning points others never saw coming.
Because top institutions don’t just follow him—they rely on him.
Get unfiltered expertise. Start your FREE institutional trial:
MI2 Partners (@mi2partners) 's Twitter Profile Photo

MacroCapture by MI2 brings professional macro intelligence to the individual investor. ✔️ Timely updates ✔️ Trade-ready ideas ✔️ Decades of experience Be ready for Q3. ⌛ bit.ly/MacroCapture

MacroCapture by MI2 brings professional macro intelligence to the individual investor.
✔️ Timely updates
✔️ Trade-ready ideas
✔️ Decades of experience
 Be ready for Q3. ⌛ bit.ly/MacroCapture
MI2 Partners (@mi2partners) 's Twitter Profile Photo

When markets hit inflection points, Julian Brigden doesn’t guess—he analyzes. With 30+ years in the game, he’s the voice pros listen to when clarity counts. Tap into his expertise with MacroCapture: 👉 bit.ly/MacroCapture

When markets hit inflection points, Julian Brigden doesn’t guess—he analyzes. With 30+ years in the game, he’s the voice pros listen to when clarity counts. 
Tap into his expertise with MacroCapture: 👉 bit.ly/MacroCapture
MI2 Partners (@mi2partners) 's Twitter Profile Photo

One of the toughest trading environments in years. Data whiplash. Positioning extremes. Let us do the work so you can focus on the trade. MacroCapture will help👉 bit.ly/MacroCapture

One of the toughest trading environments in years. Data whiplash. Positioning extremes. 
Let us do the work so you can focus on the trade. 
MacroCapture will help👉 bit.ly/MacroCapture