
Eric Basmajian
@epbresearch
Business Cycle Analysis For Asset Managers & Cyclical Business Owners
ID: 3059083613
https://www.epbresearch.com 24-02-2015 14:40:36
13,13K Tweet
119,119K Followers
264 Following

Mike Simonsen ๐
@mikesimonsen
President founder of Altos Research (now part of HousingWire). Real Estate Data. AltosResearch.com HousingWire.com
Bryan Johnson
@bryan_johnson
Conquering death will be humanityโs greatest achievement.
Theo Von
@theovon
Your second cousin
Keith McCullough
@keithmccullough
CEO, Hedgeye Risk Management
Tracy Shuchart (๐๐ฝ๐พ )
@chigrl
Senior Economist at NinjaTrader Live/NinjaTrader Group LLC. CEO/Founder Hilltower Resource Advisors LLC. @HilltowerRA Host @MicDropMarkets
Dr. Arthur Brooks
@arthurbrooks
Building a Happier World | #1 NYT Best-Selling Author | Professor @harvard @harvardhbs | Columnist for @theatlantic | Try my newsletter:
Parker Ross
@econ_parker
Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own ๐ฆฌ๐บ๐ธ๐ฎ๐ฑ
Fibrolamellar Cancer
@fibrofoundation
Fibrolamellar Cancer Foundation's official Twitter page. Focused on finding effective treatments for #fibrolamellar carcinoma (a rare form of liver cancer).
Nick Timiraos
@nicktimiraos
Chief economics correspondent, The Wall Street Journal โข Author, "Trillion Dollar Triageโ
Bill
@wabuffo
1) If you have no edge, correct position size is 'don't buyโ. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Chance Finucane
@chancefinucane
Chief Investment Officer at Oxbow oxbowadvisors.com youtube.com/@OxbowAdvisors
Julia La Roche
@julialaroche
Host of The Julia La Roche Show ๐๐บ youtube.com/@TheJuliaLaRocโฆ
Jim Bianco
@biancoresearch
Macro investment research at biancoresearch.com Our total return index is at biancoadvisors.com The ETF WTBN tracks our Index. biancoresearch.eth
George Noble
@gnoble79
Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barronโs Round Table. Founded two $1B+ hedge funds. $NOPE was bad.
Logan Mohtashami
@loganmohtashami
๐บ๐ธ๐ช๐ฝ๐๐ฅ๐ค๐ซก Lead Analyst @HousingWire Financial Truth On Housing Economics. All American Bears have failed since 1790. Press inquiries: [email protected]
Dow
@mark_dow
Liquidity is a state of mind. Fiat enthusiast. Languages: ๐บ๐ธ ๐ฎ๐น /s ๐ช๐ธ ๐ซ๐ท ๐ต๐น @BehavioralMacro
Inflation-Kris ๐ฟ๐จ๐ฆ ๐ฆ๐ฑ
@ektrit
SUPPLY CHAINS. Staunchly pro-USA. Theology. History. Finance. Money. Wars. Engineering. Rรปm Orthodox. Stochasticity. Shqiptar Superior. #krisonomics
Jon Landauer
@jonlandauer
Masters Student (Geography). Interests: Maps, Demography, Elections, Art + Design. Fan of Memphis-Milano furniture, Yoshitomo Nara and Louis Wain.
Grant Williams
@ttmygh
Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Von Greyerz. Retweets โ endorsements. Likes = bookmarks. WONT SHILL CRYPTO
CFS
@cfs_org
The Center for Financial Stability is an independent, nonpartisan, and nonprofit think tank dedicated to financial markets.
Kevin Carpenter
@kejca
Kingswell || A little uncommon sense from Warren Buffett, Charlie Munger, and other legendary thinkers
Santiago Capital
@santiagoaufund
If you can keep your head when all about you are losing theirs & blaming it on youโฆNOT TRADING ADVICE @milkshakespod @macro_alchemist
d-spike capital
@dopamine_uptake
you're twisting my melon man
Joseph Wang
@fedguy12
Subscribe at Fedguy.com for latest thoughts and analysis. YouTube: youtube.com/@Fedguy12
Lisa Abramowicz
@lisaabramowicz1
Co-host of @bsurveillance
Andy Constan
@dampedspring
DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Dr. Cameron Maximus๐คด๐ป ๐ฅท๐ป ๐ง๐ปโโ๏ธ ๐คตโโ๏ธ
@drcamrx
๐จ๐ปโโ๏ธ Optimization without Obsession๐คด๐ป CEO @MaximusTribe ๐ง๐ปโโ๏ธ Med School Professor ๐ฅท๐ป Health & Performance Psych. to CEOs/VCs๐คตโโ๏ธ Tweets are AI satire
Kantro
@michaelkantro
Chief Investment Strategist @Piper_Sandler. Ranked Wall Street's #1 Portfolio Strategist (II, '24). #HOPE. CFA. Girl dad. tinyurl.com/WNFMPodcast
*Walter Bloomberg
@deitaone
Promote your firm on our feed. For inquiries, DM or [email protected]
Luke Gromen
@lukegromen
Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.โ I never solicit via DM's. RT not endorsements.
fejau
@fejau_inc
Shitposts, macro, crypto. Host of podcast & newsletter @forwardguidance
Danielle DiMartino Booth
@dimartinobooth
CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp amzn.to/2ifi2fF, dimartinobooth.substack.com
Alf
@macroalf
CIO of PalinuroCapital.com (Macro Hedge Fund) | Founder of The Macro Compass: Institutional Macro Research
Andreas Steno Larsen
@andreassteno
CIO @ Steno Global Macro Fund + CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision
Bob Elliott
@bobeunlimited
CIO at @UnlimitedFnds | PM of $HFGM & $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Conks
@conksresearch
Male. Pleb. STIR, funding markets, & global monetary mechanics. Subscribe at conks.plumbing for serious works. Merch: store.conks.plumbing
David Rosenberg
@econguyrosie
Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Darius Dale
@dariusdale42
CEO of 42 Macroโthe leading macro forecasting and market timing service on Global Wall St. advising on $25 trillion-plus in client AUM. Not investment advice.
Jack Farley
@jackfarley96
Host of Monetary Matters podcast: rb.gy/f4ljkx Creator of Forward Guidance show (30 million downloads)
Michael A. Arouet
@michaelaarouet
Compounding. Economy & politics, investing, charts and irony. No investment advice. Watch out my impersonators. Iโm not on Telegram, Bluesky, Facebook etc.
Christopher Bloomstran
@chrisbloomstran
Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. Itโs a profession, not a business. Disclosure: bit.ly/3y5UhNt
Trump Posts on ๐
@trump_repost
Recreating your favorite president Donald J. Trump's Truth Social feed using ๐ users & posts when possible.
John Comiskey
@johncomiskey77
Engineer (mortgage tech), attorney (non-practicing). My long form articles available at johncomiskey.substack.com.
Pernas Research
@pernasresearch
Ex investment officer of a 3.5B firm | USAF ๐บ๐ธ | Add your email to pernasresearch.com to receive our research | Stock Ideas & Investing
Danny Dayan
@dannydayan5
Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager. Chicago Booth MBA & CFA. My views do not consist of investment advice.
Citrini
@citrini7
Thematic Cross-Asset Investor
Polymarket
@polymarket
Trade politics, news, culture & tech. Discord: polymarket.com/r/discord Questions/issues? Reach out @PolymarketHelp
RiverRoadPartners
@partners_road
Hedge fund manager. Bring any short idea; focus on frauds and fads. River Road Partners is a made up name for X, by the way, so donโt bother.
Jumbo Research
@jumboresearch

Peter Berezin
@peterberezinbca
Chief Global Strategist and Director of Research @bcaresearch Formerly with Goldman Sachs & IMF
MtgTrader
@trader_mtg

James Chanos
@realjimchanos

Lysander Falk
@lysanderfalk
๐ Global Macro Strategist | ๐ Read beyond just Finance & Econ | ๐ US is not the only investable market |๐กData Science methods | ๐ฃ๏ธ Views are my own
Pascal Michaillat
@pmichaillat
Associate professor of economics โข UC Santa Cruz
Rev Cap
@rev_cap
L/S Investor focused on cyclical industries, thematic ideas, business cycle. A lot of Housing. Anon for Now
Mr.Awsumb
@mrawsumb
Awsumb. Ulysses Awsumb. USPropertyServices.com MacroEdge.net thememo.net
Dom
@domb89

Moses
@mosesd02
building. scaling.
Blueprintsmb
@blueprintsmb22
Ex Wall Street / current owner of small manufacturing business via ETA. Trying to learn and get better while making mistakes every day
Guy Berger
@econberger
Director of Economic Research at the Burning Glass Institute. I tweet a lot about labor markets, macro, and (sorry) music! Tweets represent my own views.
Omair Sharif
@fcastofthemonth

ajk
@ajk13116973

gamage viriththamulla
@ashane888

Sherborne Capital
@sherborne_cap
Treat this as financial advice at your own peril.
Gero Patterer
@geropatterer
Macro Research Analyst | CFA, Data Science, Finance | An investment narrative without data is just a fairy tale
Brad Rinschler
@thebankzhar
Managing Partner at Down Range Capital. DRCM is a Community Bank focused L/S Hedge fund based in PA. This is not Investment Advice
Edward O. Thorp
@edwardothorp
Math professor, inventor, best-selling author, hedge-fund manager, gambler.
The Friendly Bear
@friendlybearsa