MacroAlertness's profile picture. Newsletter semanal de @riosmauricio sobre economía internacional y wealth management.

Macro Alertness

@MacroAlertness

Newsletter semanal de @riosmauricio sobre economía internacional y wealth management.

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¡Nos vemos el 9!

riosmauricio's tweet image. ¡Nos vemos el 9!

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Tremendo dato!! A pesar de la incertidumbre electoral y el ataque político, la economía registró un crecimiento de 1,38% desestacionalizado septiembre contra junio!! A nada de máximos históricos en el nivel de actividad! 🇦🇷🇦🇷🇦🇷

En septiembre de 2025, el Estimador Mensual de la Actividad Económica (EMAE) mostró un crecimiento de 5% respecto al mismo mes del año pasado y un incremento de 0,5% en comparación con agosto de 2025. En tanto, para el acumulado de los primeros 9 meses del año, la actividad…

MinEconomia_Ar's tweet image. En septiembre de 2025, el Estimador Mensual de la Actividad Económica (EMAE) mostró un crecimiento de 5% respecto al mismo mes del año pasado y un incremento de 0,5% en comparación con agosto de 2025.

En tanto, para el acumulado de los primeros 9 meses del año, la actividad…


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#DatoINDEC La actividad económica subió 5% interanual en septiembre de 2025 y 0,5% respecto de agosto indec.gob.ar/uploads/inform…

INDECArgentina's tweet image. #DatoINDEC
La actividad económica subió 5% interanual en septiembre de 2025 y 0,5% respecto de agosto  
indec.gob.ar/uploads/inform…

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I plan to re-ignite my blog in the new year. 25iq.com/featured-indiv… There are well over million words there already. You can use AI to create whiteboard versions of posts or themes. Of course, I have lots of Charlie Munger posts.

trengriffin's tweet image. I plan to re-ignite my blog in the new year. 25iq.com/featured-indiv… There are well over million words there already. You can use AI to create whiteboard versions of posts or themes. Of course, I have lots of Charlie Munger posts.

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The Fed should hike rates 50 basis points in December. Inflation has been running at over 2x their target level (2%) for 5+ years now. The stock market and home prices are at record highs. Stop pursuing policies that will only create more inflation and worsen affordability.

charliebilello's tweet image. The Fed should hike rates 50 basis points in December. Inflation has been running at over 2x their target level (2%) for 5+ years now. The stock market and home prices are at record highs. Stop pursuing policies that will only create more inflation and worsen affordability.

The Fed should cut rates 50 basis points in December.



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200 years of the value factor (1825 to 2020).

Greenbackd's tweet image. 200 years of the value factor (1825 to 2020).

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BREAKING: The S&P 500 has now erased -$1.5 trillion in market cap between 10:40 AM ET and 12:20 PM ET. That's -$15 billion PER MINUTE for 100 minutes straight. The craziest part? There hasn't been a single material headline yet.

BREAKING: The S&P 500 falls nearly -2.5% in 80 minutes and turns negative on the day as crypto collapses.

KobeissiLetter's tweet image. BREAKING: The S&P 500 falls nearly -2.5% in 80 minutes and turns negative on the day as crypto collapses.


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Gold is now outperforming Bitcoin since the inception of the first Bitcoin ETFs in January 2024. $GLD $IBIT

charliebilello's tweet image. Gold is now outperforming Bitcoin since the inception of the first Bitcoin ETFs in January 2024. $GLD $IBIT

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The last time bitcoin was here, global liquidity was $7 trillion lower

zerohedge's tweet image. The last time bitcoin was here, global liquidity was $7 trillion lower

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Bitcoin just dropped below $90,000. It’s down 28.5% from its high. But more significantly, with gold still trading above $4,000, Bitcoin is down 40% priced in gold. Bitcoin’s collapse relative to gold exposes the digital-gold hype as a fraud. Those who bought into it will sell.


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