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MUST-LISTEN feat. Stan Druckenmiller: youtube.com/watch?v=-5Weeo… Even beyond the elevated overlap of our fundamental research views, Druck and I share many of the same core risk management beliefs, including: -the market is the smartest analyst or economist in the world -cutting…
youtube.com
YouTube
Stan Druckenmiller | Podcast | In Good Company | Norges Bank Invest...
Good morning and God bless to our global #Team42 community! Today’s Key Macro Questions: 1. Will the Fed minutes disrupt globally coordinated easing? Unlikely. At 2pm ET today, the minutes of the FOMC’s 50bps rate cut decision will be released. Powell did a good job of…
From Mr Steal Your Data to Mr Steal Your Girl
Joe Biden for the win
Concert tickets are hard enough to get, you shouldn’t have to pay surprise service fees on top of that. My Administration is working to crack down on those junk fees, so you know what you are paying for up front.
If the FED is going to navigate a soft landing and inflation is going to go down why would the FED need to cut rates next year?
Hedge funds have their lowest beta to risk assets in decades. Investors should take note given their track record of outperformance in difficult market environments. Much more in our recent blog post here: blog.unlimitedfunds.com/harnessing-the…
Yes, the "The Fourth Turning is Here"! But when will it end? What will bring it to a close? And how will it change our lives? This book represents years of brainstorming, research, long hours, and of course the support of my family, friends, colleagues, and team. Available in…
My Top Five Pizzeria’s: 1. Modern (New Haven) 2. Totonno’s (Brooklyn) 3. Sally’s (New Haven) 4. Pequod’s (Chicago) 5. Lucali (Brooklyn/Miami Beach). (We just watched a “Best Pizzas” show on one of the food channels, and are now planning a trip to Brooklyn later today!)
The main purpose of religion, I wrote in the Incerto, is not to affirm that there is a God, but to prevent humans from thinking they are Gods. Likewise the purpose of a modern king is not to rule, but to prevent politicians & office climbers from thinking that they are kings.
Where are my market technicians at? I was told to "buy the smile" so many times this year ... would you not say that this is a bullish profile for the USD right now? Aside from technicals, a strong U.S. Dollar is a sign of a slowing global economy.
Last week we set ChatGPT up with a real $50K portfolio This week, we met with AI experts including the creator of a ChatGPT algorithm that returned 400% On Monday, ChatGPT will begin trading that $50K portfolio based on the learnings that we found Here's how to follow along🫡
The greatest Macro trader of all time (Stanley Druckenmiller) is patiently eating popcorn with #Team42. Please watch the video. It’s first ~10 min succinctly explains everything we have been trying to coach you on for the past few months. Cheers! 🙌🏾 youtube.com/watch?v=bMAm2S…
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YouTube
Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller
The entire interview is worth watching. Interesting how he has high conviction in a hard landing but highly uncertain regarding timing - very similar to team 42’s modal outcome and left tail risk scenarios. youtu.be/bMAm2S1M_IU
Next time you hear somebody tell you they are bullish (bearish) because the market is cheap (expensive) think of this chart. There is very little information content in index valuations with regards to forward returns. #macro #hope
No, the USD is not going away as the world's reserve currency. The same debate took place during the GFC just as the USD embarked on a sustained uptrend. Calling for an end to the dollar's hegemony is popular but it's rarely the work of serious macro practitioners in my opinion.
Happy #JackieRobinsonDay! When we started @42Macro we did so with a commitment to honor Jackie’s legacy of excellence and unwavering integrity in the face of adversity. Like Jackie, there are some folks that would prefer I not be here. You know what I say to that? Matthew 5:44❤️
United States Trends
- 1. Coco Gauff N/A
- 2. Svitolina N/A
- 3. #WWERaw N/A
- 4. Arizona N/A
- 5. Tony Padilla N/A
- 6. Bovino N/A
- 7. Maple Grove N/A
- 8. Finn N/A
- 9. Zverev N/A
- 10. Lee Majors N/A
- 11. Kimi K2 N/A
- 12. El Centro N/A
- 13. Brayden Burries N/A
- 14. Jrue N/A
- 15. Learner Tien N/A
- 16. Highguard N/A
- 17. #TheRookie N/A
- 18. Homan N/A
- 19. Wrigley N/A
- 20. Rob Wright N/A
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