Macro Twain (@macrotwain) 's Twitter Profile
Macro Twain

@macrotwain

Global Macro PM. Treat my tweets as no more than a trader's journal "I'm not predicting, I'm observing"

ID: 1257274413063471106

calendar_today04-05-2020 11:42:56

4,4K Tweet

2,2K Followers

638 Following

Macro Twain (@macrotwain) 's Twitter Profile Photo

Shocking! "Sales of lab-grown diamonds at Walmart, the country’s second-largest fine jewelry seller behind Signet—soared 175% in 2024. Walmart sold its first lab-grown diamonds in 2022, but now the stones make up half of its diamond jewelry assortment." wsj.com/business/retai…

Macro Twain (@macrotwain) 's Twitter Profile Photo

Great article below from Kuppy and worth reflecting on this comment from PAA There is tons of leverage financing the hyperscalers, actually Yes Meta has the money to sign a triple net lease on a data center, but that rent is not financing the buildout - PE debt is People can

Macro Twain (@macrotwain) 's Twitter Profile Photo

$SNOW added $15b of market cap on a non-GAAP "beat" of $30m If you look into the print, its all stock-based-comp & amortization being added back The best part is that they repurchased a ton of stock yet still have the same shares outs Their cash flow stmt is a hot oven 🔥

$SNOW added $15b of market cap on a non-GAAP "beat" of $30m

If you look into the print, its all stock-based-comp & amortization being added back

The best part is that they repurchased a ton of stock yet still have the same shares outs

Their cash flow stmt is a hot oven 🔥
Macro Twain (@macrotwain) 's Twitter Profile Photo

Must read note below. Druck started talking about this in 2013, but never really talked about the implications, particularly the market implications. Porter lays it all out 👇 x.com/porterstansb/s…

Macro Twain (@macrotwain) 's Twitter Profile Photo

Adding to this well written article: Gen Z has never experienced a recession or worried about a lost job, courtesy of the Fed realclearwire.com/articles/2025/…

Macro Twain (@macrotwain) 's Twitter Profile Photo

Here is one thing I don't think Trump heard last night: "The best way to solve affordability is to crash the stock and housing markets while resetting interest rates and food supply to address the two biggest drivers of the crisis." cbsnews.com/news/trump-whi…