Alex Lima (@marketbudha) 's Twitter Profile
Alex Lima

@marketbudha

Former New York Fed Trader (ex-operador do Fed de NY)
Macro Strategist at DA Economics
Economista - Johns Hopkins
linkedin.com/in/alexlopezl

ID: 1515375569902391297

calendar_today16-04-2022 17:04:42

157 Tweet

735 Followers

982 Following

Alex Lima (@marketbudha) 's Twitter Profile Photo

In the last 30 days, $2.2 billion in oil shorts were placed with almost perfect timing. Three announcements. Three selloffs. March 23. April 7. April 17. Twice before Trump. Then before Iran. VERY efficient market hypothesis.

In the last 30 days, $2.2 billion in oil shorts were placed with almost perfect timing.

Three announcements.
Three selloffs.

March 23.
April 7.
April 17.

Twice before Trump.
Then before Iran.

VERY efficient market hypothesis.
Alex Lima (@marketbudha) 's Twitter Profile Photo

15% for permanent peace sounds low until you remember what “permanent” would actually require: sanctions, proxies, force posture, Hormuz, domestic survival. Both sides would need to spend less time posting and more time compromising

15% for permanent peace sounds low until you remember what “permanent” would actually require:

sanctions, proxies, force posture, Hormuz, domestic survival.

Both sides would need to spend less time posting and more time compromising
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US losing share in top journals isn't decline. It's the rest of the world finally showing up. More frontier science globally is a bigger pie, not a smaller slice. Still a healthier race than the GDP one.

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

White collar employment is sharply declining: The number of the S&P 500 employees fell -400,000 in 2025, to 28.1 million, posting its first annual decline since 2016. This follows 8 consecutive years of uninterrupted employment growth, adding over +3.0 million jobs in total.

White collar employment is sharply declining:

The number of the S&P 500 employees fell -400,000 in 2025, to 28.1 million, posting its first annual decline since 2016.

This follows 8 consecutive years of uninterrupted employment growth, adding over +3.0 million jobs in total.
Alex Lima (@marketbudha) 's Twitter Profile Photo

Obrigado ao time da CNN Brasil pelo convite. Boa conversa com o Gabriel Monteiro sobre a super quarta e a decisão do FOMC e COPOM. youtube.com/watch?v=6GbSZE…