42 Macro 🇺🇸 @42Macro Twitter profile | Pikagi

Pikagi

42 Macro 🇺🇸

@42Macro

23,157

Followers

139

Following

2,032

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5,865

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42 Macro is an online investment research provider specializing in macro risk management through the dual lens of asset allocation and portfolio construction.

Tiburon, CA

https://t.co/qGAzjLMmrT

Joined March 2021

Don't wanna be here? Send us removal request.

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@42Macro

42 Macro 🇺🇸

3 months

Our mission at 42 Macro is to help investors consistently make money and protect gains in financial markets. Many of the world’s most successful investors agree the best way to accomplish that goal is by infusing systematic elements into their research and risk management…

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Last Seen Profiles

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , we are excited to announce our Macro Bundle Q&A Live lineup for February 2022. Mark your 📅 every Wednesday at 11am ET. Many thanks to our guests @TgMacro , @verdadcap , @options_insight and @dampedspring for sharing your insights with us. 🔥🚀💰

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@42Macro

42 Macro 🇺🇸

1 year

Why is the stock market ripping? #Team42 , we joined Real Vision’s @RaoulGMI and @maggielake last week to discuss #Liquidity , #Debt Monetization, #Recession , & more. In case you missed it, here are seven highlights from what many are calling “the best RV Daily Briefing yet”:

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@42Macro

42 Macro 🇺🇸

1 year

#Team42 , our #42MacroWeather Model is signaling as follows: 🟩positive 3‐month outlook for #Bonds 🟨neutral 3‐month outlook for #Commodities 🟥bearish 3‐month outlook for #Stocks 🟥bearish 3‐month outlook for the #USDollar 🟥bearish 3‐month outlook for #Bitcoin . /1

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@42Macro

42 Macro 🇺🇸

1 year

All 👀 on the #Phase2 Credit Cycle downturn 🏆 in 2H23. Until then, asset markets will continue to ping pong between pricing in the #Phase1 Liquidity Cycle downturn (🧲 = $SPX ~3800 & #BTC ~$20k) and our transitory GOLDILOCKS theme (🧲 = $SPX ~4200 & #BTC ~$30k). Best of luck!…

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@42Macro

42 Macro 🇺🇸

1 year

#Team42 , our #42MacroWeather Model is signaling as follows: 🟨 Neutral 3M outlook for #Stocks 🟩 Bullish 3M outlook for #Bonds 🟥 Bearish 3M outlook for #USDollar 🟨 Neutral 3M outlook for #Commodities 🟨 Neutral 3M outlook for #Bitcoin 🟩 Bullish 3M outlook for…

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@42Macro

42 Macro 🇺🇸

1 year

The much-anticipated two-part interview with Wealthion @wealthion founder Adam Taggart @menlobear is out now. Be sure to watch on YouTube for all the incredible charts! Thanks in advance for subscribing to @42Macro because we know you will after watching this amazing content.…

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , we thank you for your unwavering support. 🙏💙 @NadineTerman

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , asset markets are pricing in our Bull Case scenario as if it is the modal outcome. It is not. We expect a pullback to ~4,000 post OPEX. After that, we will humbly and patiently wait for more data to position for a push to 4,400 or a breakdown to 3,400.

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@42Macro

42 Macro 🇺🇸

2 months

#Team42 , mark your 🗓️ for 12PM ET today for our April 2024 Pro-to-Pro live discussion with David Hunter, Chief Macro Strategist at Contrarian Macro Advisors. @DaveHcontrarian

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , mark your 📅 for 11am EST tomorrow for our weekly Macro Bundle Q&A LIVE. This week's guest is Cem Karsan @jam_croissant , CIO & Managing Principal of KAI Volatility Advisors. 💰 Looking forward to hearing Cem's views on how he's positioned going into OPEX and beyond.🔥🚀

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , this interview with @jam_croissant and @OJRenick is also worth a listen this weekend.

Market News & Programming for Investors | Schwab Network

Schwab Network empowers investors with market news and programming that interprets real-time market insights, strategy tips, and platform tools.

schwabnetwork.com

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@42Macro

42 Macro 🇺🇸

3 years

What the July 4th Holiday means to us at 42 Macro - #blessed to be an American and #blessed to be part of the thoughtful, like-minded #Team42 community. God Bless #Team42 and God Bless America! 🙏

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@42Macro

42 Macro 🇺🇸

3 years

From today's Around the Horn weekly - “With the S&P 500 nearing the lower boundary of its Probable Range and the DXY hovering just south of its Probable Range, the setup heading into next week is bullish for domestic and global REFLATION plays.” - Darius Dale

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@42Macro

42 Macro 🇺🇸

3 years

Days like today you get to experience the power in our portfolio construction. Gold, commodities, energy ⬆️and our pivot on Friday out of $QQQ, $GBTC, ...and... to $SLV, $CPER and ... #process

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@42Macro

42 Macro 🇺🇸

3 years

As promised #Team42 , here is the first (Introduction to the GRIDS) of many educational videos we have planned over the coming months. You can also reference them on our new YouTube channel ⬇️. Enjoy!

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@42Macro

42 Macro 🇺🇸

5 months

#Team42 , we're excited to host our friend Cam Karsan @jam_croissant , Founder & CIO of Kai Volatility this Wednesday, January 10, 2024 in our first Macro Pro-to-Pro Live discussion of 2024. Mark your 🗓️ for 12pm ET. If you're not currently a Macro Strategist Pro subscriber but…

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@42Macro

42 Macro 🇺🇸

3 years

Head fake or not, 42 of the world’s most important market indicators on balance pivoted to DEFLATION on Tuesday. With a clear string of “D’s” on the horizon for the US and Global economies, that is not something anyone on #Team42 should pay us to disrespect.

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@42Macro

42 Macro 🇺🇸

1 year

Happy Friday #Team42 ! Our #42MacroWeather Model indicates no change in signal at the component or composite level. To recap, it is generating: 🟩positive 3‐month outlook for #Bonds 🟨neutral 3‐month outlook for #Commodities 🟥bearish 3‐month outlook for #Stocks 🟥bearish…

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , mark your 📅 for July 12th (12pm-1pm EST). All who are #subs at the end of day July 4th will be invited to join a live session (incl. Q&A) with @42macroddale where we will show you how to take #Team42 macro research and turn it into actionable investment decisions.

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , callout from this weekend's Around the Horn. A sea of blue (Deflation) globally is coming!

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@42Macro

42 Macro 🇺🇸

3 years

RE: IVOL / RVOL - from a #Team42 subscriber 🙏 that was put into today's Leadoff Morning Note. Interpreting Crowding Analysis:

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , there is nothing more important than the health of you and family. Our health, family and friends are truly our greatest assets.

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@42Macro

42 Macro 🇺🇸

1 year

#Team42 , here's the 2nd act of our two-part episode with @Wealthion founder Adam Taggart. Be sure to watch on YouTube for the incredible charts! The Finance Podcast of the Year (to date). If you disagree, set up a debate – for charity of course. Trust…

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Bear Market To Return & Hit New Lows By Year End | Darius Dale

ACCESS DARIUS' FULL CHART PRESENTATION for free at https://wealthion.com/42macroMacro & market analyst Darius Dale returns for Part 2 of our interview with h...

www.youtube.com

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@42Macro

42 Macro 🇺🇸

3 years

🧐circa 2004... #42MacroAware

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , today's Leadoff Morning Note may be the best research note we have ever published. 💰 Leadoff Morning Note and Macro Bundle #subscribers , enjoy! Non-subscribers, you know what to do. . 🚀

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Home - 42 Macro

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@42Macro

42 Macro 🇺🇸

1 year

#Team42 , no change w/w in the #42MacroWeather Model: 🟩bullish 3‐month outlook for #Bonds 🟨neutral 3‐month outlook for #Commodities 🟥bearish 3‐month outlook for #Stocks 🟥bearish 3‐month outlook for the #USDollar 🟥bearish 3‐month outlook for #Bitcoin

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@42Macro

42 Macro 🇺🇸

2 years

ICYMI #Team42 , this @RealVision Live is definitely worth a listen! Thank you @RaoulGMI and @AshBennington for doing this. 🙏💙

@RealVision

Real Vision

2 years

What are you doing today at 5:30PM ET? Cancel it... @RaoulGMI is going LIVE on RV #YouTube for an Ask Me Anything! Submit your questions during the AMA and we'll be sure to send them to him. Join 👉

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@42Macro

42 Macro 🇺🇸

3 years

Putting this to rest for #Team42 . @42macroddale ... 1. Did not have a non-compete with @hedgeye . 2. His work here is his own. 3. Has built different models with different processes arriving @ different outcomes. Now back to the business of why we're all here. 🎤💧

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@42Macro

42 Macro 🇺🇸

3 years

"Always forgive your enemies; nothing annoys them so much." - Oscar Wilde 💙

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@42Macro

42 Macro 🇺🇸

3 years

“I'm not a businessman, I'm a business, man!” - Jay-Z 💙

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , for those of you still watching from the cheap seats and interested in a better view, here's a link to a FREE TRIAL so can check us out. Enjoy! 🙏💙

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@42Macro

42 Macro 🇺🇸

3 years

#Bitcoin is bearish but surprisingly flashing a bullish divergence in volatility. Assuming price stays broken, a breakdown in 10-day realized vol (which is + correlated to price) < 60 would cement this as the start of a lasting “bear cycle” for the crypto asset class. 👀like a 🦅

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@42Macro

42 Macro 🇺🇸

3 years

Callout from this weekend's Around the Horn weekly - "Canadian Dollar $FXC and Gold $GLD would've been overbought, but each is now signaling bullish from a VAMS perspective, which widens the Probable Range to the upside." - Darius Dale

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , hope this helps.

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@DocGuru1

DocGuru

3 years

@42macro a @42macro as a subscriber i dont understand this, where are the crowded longs -top blue long bars or red bottom bars ? where can i get more understanding of how to read this

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@42Macro

42 Macro 🇺🇸

3 years

The amount of data, detail and transparency #Team42 gets every week updated in the Around the Horn is 🤯. This 🔽 is just 1 of 33 tabs from our bottom-up Macro Regime and top-down Market Regime data spreadsheet that accompanies every Around the Horn weekly slide deck and video.

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@42Macro

42 Macro 🇺🇸

3 years

Before anyone jumps to conclusions @mablum , please read Darius' @42macroddale Opposition here and the Declaration of Darius Dale filed on May 3, 2021 here

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@42Macro

42 Macro 🇺🇸

2 years

Who's been calling for long energy / short S&P / short Nasdaq? @TgMacro 🎯 👏

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , this weekend marks a significant milestone in our short history here at 42 Macro. We are now serving clients in more than 75 countries throughout the world. 🙏💙 A heartfelt thank you to all of you who are trusting us to be a part of their investment journey.

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@42Macro

42 Macro 🇺🇸

3 years

Callout from this weekend's Around the Horn - The biggest threat to REFLATION at the current juncture isn’t DEFLATION, but, rather GOLDILOCKS–which would be the catalyst for more obvious, more broad-based blow-off tops in stocks and commodities.

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , mark your 📅 for December 7th at 11am EST for our monthly Macro Bundle Q&A Live. Excited to catch up with our friend Cem Karsan @jam_croissant | CIO and Managing Principal of KAI Volatility Advisors. 🔥🔥🔥

@DariusDale42

Darius Dale

2 years

One of the few that likely had a good Nov is our friend @jam_croissant over at Kai Volatility Advisors. While I believe it would be a stretch to imply “seasonality” caused the two ~5% melt ups (Oct CPI and Powell yesterday), right = right. I’m excited to pick his brain next week!

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@42Macro

42 Macro 🇺🇸

3 years

Sorry no, there will be no 'Black Friday' or 'Cyber Monday' Specials @42macro . We believe we have priced our research offering fairly and competitively for everyone to take advantage. We would not devalue the brand or the quality of our research by discounting it. 🙏💙

@Jamesiebabie1

Owen

3 years

@42macroDDale Darius, will you be doing a 'Black Friday' special like your ex-employer? I may be inclined to have a go for a year.

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , here's some exciting news! Beginning Monday, October 4th, we will start publishing a new product, the Macro Minute daily (M-F) on our 42 Macro YouTube channel for all subscribers to the channel.

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@42Macro

42 Macro 🇺🇸

3 years

From this morning's LMN-"Before you 'sell in May and go away', it's important to note that for most economies, July is the first month where global GROWTH data are likely to confirm a trending inflection lower off their respective cycle peaks."-Darius Dale Prepare accordingly.

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , with our favorite U.S. Holiday coming up, we will be publishing a series of video excerpts for you to "get to know" your #Team42Skipper over the upcoming holiday weekend. Here is #1 , also posted on our YouTube channel.

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , some more "Spring Training". IVOL (Discount) / Premium = the percent change of its Implied Volatility to Realized Volatility. Example, if a security’s IVOL is 18%, and its Realized Volatility is 10%, then the security has an IVOL Premium of 80% (18% / 10% -1).

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , don't miss this weekend's Around the Horn weekly. We saw a very important new signal this week suggesting the market environment is changing.

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@42Macro

42 Macro 🇺🇸

3 years

The increased proximity to DEFLATION from a bottom-up Macro Regime perspective and tapering from a 💵 POLICY perspective are 🔑 fundamental drivers today that investors did not have to consider @ each of the previous (👀 today's LMN) intervals – hence why we remain on high alert.

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , mark your 📅 for 11am ET today for our Macro Bundle Q&A LIVE. This week's guest is Joseph Wang | @FedGuy12 The Fed Guy. This discussion is going to be 🔥! #FedTools

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@42Macro

42 Macro 🇺🇸

3 years

From this morning's Leadoff Morning Note - "The coast is clear for now, but with DEFLATION looming as a high-probability Macro Regime for the World economy this summer, we think it pays to be selective with your geographic allocations from here." - Darius Dale

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@42Macro

42 Macro 🇺🇸

11 months

Winner winner...the longest daily winning streak since 1987 is in the books. • Q) What does 2023 have in common with 1987 from a fundamental perspective you ask? A) A recession in corporate profits that was shrugged off by the market until it wasn’t. • Q) What does 2023…

@zerohedge

zerohedge

11 months

Dow up for 13 days: only other time this happened was in Jan 1987

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@42Macro

42 Macro 🇺🇸

2 months

My recent Pro to Pro Live interview with our friend @DaveHcontrarian is now live. You can watch it here: We discussed our outlooks for asset markets, the 42 Macro Positioning Model, our "Green Shoots Globally" theme, and more. Enjoy!

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Media - 42 Macro

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@42Macro

42 Macro 🇺🇸

3 years

Did you hear that #Team42 ? That's the sound of liquidity being sucked out of the market.

@Fxhedgers

FXHedge

3 years

US FED ACCEPTS $755.8 BLN IN DAILY REVERSE REPO OPERATION, AWARDS AT 0.05 PCT TO 68 BIDDERS - NY FED

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@42Macro

42 Macro 🇺🇸

3 years

Here's some detailed history on the growth & inflation quadrant methodology for those who might be interested. We call all thank Ray Dalio.

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The All Weather Story

January 2012

www.bridgewater.com

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , our friends @RealVision touched on this last last week. Here are the top 20 wheat exporters. #Russia and #Ukraine account for 32.83%. 😳

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@42Macro

42 Macro 🇺🇸

3 years

Our sincere apologies for the audio quality in this weekend's Around the Horn weekly. We considered re-shooting it, but with moving and logistics it was not possible to get this to you before Monday evening. In hindsight that may have been the better call. Sorry everyone.

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 Macro Bundle and Pro-to-Pro #subs have been sent and email link to this @RealVision interview with @jam_croissant . Enjoy!

@RealVision

Real Vision

2 years

Most #WallSt economists see US growth & inflation easing this year... Not @jam_croissant . Instead, he believes fiscal stimulus will continue to give the U.S. economy a boost in the short term & thinks tighter monetary policy won’t lower #inflation as quickly as the #Fed hopes.

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@42Macro

42 Macro 🇺🇸

3 years

"Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind." - Dr. Seuss 💙

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@42Macro

42 Macro 🇺🇸

3 years

42 Macro was created to be just that... A tool to allow you to look at portfolio construction like the big funds do. (But in a way that is actually useable to make fast decisions). I also wanted to make sure that it was ridiculously affordable so that anyone can use it. #Team42

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@42Macro

42 Macro 🇺🇸

1 year

#Team42 , callout from this week's 42 Macro Options Overlay ⤵️. #Gold $GLD

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@42Macro

42 Macro 🇺🇸

3 years

“Declarations of high confidence mainly tell you that an individual has constructed a coherent story in his mind, not necessarily that the story is true.” ― Daniel Kahneman 💙

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@42Macro

42 Macro 🇺🇸

7 months

#Team42 , mark your calendars for Wednesday, November 22nd 11:45am ET for our Macro Pro to Pro Live discussion with Andy Constan, CEO/CIO at Damped Spring Advisors @dampedspring . We are really looking forward to catching up with Andy and seeing how he's positioning now (~3 weeks…

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , we do not understand this #Goldilocks / #Reflation discussion. The Volatility Adjusted Momentum Signals #VAMS in our Global Macro Risk Matrix, which covers 42 of the most widely followed market indicators in the world are saying G&R are a very low probability event.

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@42Macro

42 Macro 🇺🇸

1 year

#Team42 , daily macro weather updates are coming to your iPhone. The @42MacroWeather app...🔥🔥🔥

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@42Macro

42 Macro 🇺🇸

3 years

"Great minds discuss ideas: average minds discuss events; small minds discuss people." - Eleanor Roosevelt 💙

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@42Macro

42 Macro 🇺🇸

3 years

Good morning #Team42 ! No Leadoff Morning Note today. Per yesterday's note, planning to be offline completely today. Hoping yesterday's note was more than comprehensive enough to help get you through today. Thanks in advance for affording some much-needed R&R. 💙

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@42Macro

42 Macro 🇺🇸

1 year

Rough Summer Ahead? #Team42 , I joined @APompliano earlier this week to discuss the #DebtCeiling , #recession , Global #Liquidity , and more. EVERY investor will want to review the following six highlights from the interview:

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , our paywall dam couldn't resist all the popular demand for the latest episode of #42MacroBundleLive with @jam_croissant . +4,600 views in the past 24 hrs. Please enjoy this, on the house, courtesy of @42macro and @jam_croissant :

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@42Macro

42 Macro 🇺🇸

3 years

Callout from this morning's LMN - "The likelihood that US GROWTH surprises to the upside in May and June implies at least another ~6 weeks of REFLATION remaining the dominant Market Regime." Darius Dale Best of luck out there today!

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , the last time we saw such volatility in the Dominant Market Regime #DMR was mid-2018 - we all remember how that ended. 😬

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 Macro Bundle #subs , mark your 📅's for 11am ET tomorrow, December 7, 2022 for our monthly Macro Bundle Live Q&A. Our December guest is @jam_croissant Cem Karson | CIO and Managing Principal of KAI Volatility Advisors. Super excited to catch up with Cem 🥐 tomorrow!

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@42Macro

42 Macro 🇺🇸

1 year

#Team42 , as the 📅 flips to 2023, we are excited to announce a new way to engage with #Team42 and Darius Dale. Since @42Macro ’s founding, our mission has been to bring the highest quality macro research to our subscribers in order to help them better risk manage their assets. /1

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@42Macro

42 Macro 🇺🇸

3 years

Lot's of opportunities out there today! I hope you took advantage.

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@42Macro

42 Macro 🇺🇸

3 years

Call out from yesterday’s Around the Horn weekly - “Looking ahead to next week, Tech $XLK is signaling buy, alongside Health Care $XLV. Both Europe $EZU and EM $EEM are signaling buy as well.” - Darius Dale

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , here is this afternoon's Pro-to-Pro Live with your skipper @42macroddale and @NadineTerman - CEO/CIO of Solstein Capital and a frequent @CNBCFastMoney contributor. Enjoy! Pro to Pro Live | September 20, 2021 via @YouTube

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42 MACRO PRO TO PRO with Nadine Terman | REPLAY | September 20, 2021

This was 42 Macro's 1st Pro-to-Pro Live rehearsal with Darius Dale and Solstein Capital's CEO/CIO, Nadine Terman. We thought it was so good (and timely give...

www.youtube.com

@42Macro

42 Macro 🇺🇸

3 years

#Team42 , this afternoon's Pro-to-Pro Live rehearsal was so good (and timely given today's action) we're going to publish it for you gratis on our YouTube channel as soon as we can. Stay tuned...Enjoy!

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@42Macro

42 Macro 🇺🇸

3 years

Thanks to @RaoulGMI and @edwardnh for the @42macroddale mention in Friday's "Daily Briefing" @RealVision . Great discussion on Raoul's "Exponential Age" network effect themes in Crypto, Copper, Carbons, Electrification and more. Widen your Macro aperture.

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , mark your 📅 for July 12th (12pm-1pm ET). @42macroddale will be hosting a live session (w/Q&A) for #subscribers where we will walk you through how to use #42Macro 's Daily - Leadoff Morning Note Weekly - Around the Horn Monthly - Macro Scouting Report Don't miss it!

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , this is well worth your time IMHO 🔽. @RaoulGMI and @RealVision have been an incredible source of information for all things crypto and #Bitcoin related assets.

@RealVision

Real Vision

3 years

This may be the most important episode @RaoulGMI has ever done. In this sequel to the #ExponentialAge & The #BTC Life Raft, Raoul & @AshBennington touch on everything from #BTC , #ETH , #Luna & #SOL to #NFTs , the #Metaverse & the future of #crypto .

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , hope everyone is enjoying a restful Saturday. This weekend's Around the Horn will be in #subscribers inboxes within the hour. Callout on $Bitcoin worth paying attention to.

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@42Macro

42 Macro 🇺🇸

3 years

"‘Breathe, believe, and battle.' My former coach, Troy Tanner, told us that before each match. Breathe–be in the moment. Believe–have faith that you can rise above it. Battle–you gotta be prepared to go for as long as it takes." - Kerri Walsh 💙

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , our thoughts and prayers are with the citizens of the Ukraine this evening and everyone in harms way. 🙏💙

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@42Macro

42 Macro 🇺🇸

1 year

🟩 Bullish 3M outlook for #42MacroSubscribers

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@42Macro

42 Macro 🇺🇸

3 years

VAMS = Volatility Adjusted Momentum Signal Bullish VAMS = (+)price momentum and vol in a regime that has generally mitigated drawdown risk Bearish VAMS = (-)price momentum and vol in a regime that has generally amplified drawdown risk Neutral VAMS = price and vol #diverging

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@42Macro

42 Macro 🇺🇸

3 years

Gold $XAU has broken back to bullish VAMS after spending a few weeks consolidating in neutral territory. $GLD

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , seeing $ARKK and $IWC breaking to new lows THIS week are stealth signals that all is not well in financial markets.

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@42Macro

42 Macro 🇺🇸

3 years

"Do not let making a living prevent you from making a life". - John Wooden💙

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , oversold signal in the VIX + a -16% IVOL Discount in the $SPY supports being patient with new long ideas over the next 1-2wks.

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@42Macro

42 Macro 🇺🇸

3 years

"Someone’s sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett 💙

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@42Macro

42 Macro 🇺🇸

2 years

Happy Sunday #Team42 ! Callout from this weekend's Around the Horn 🔽. Don't miss the new methodology we have incorporated into our Portfolio Construction Process. #VAPS - Volatility Adjusted Position Sizing.

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , the S&P 500 is due for a correction to at least ~ 4,000... from there we will let inflation dynamics be our North Star.

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , what's the most important chart in the world driving financial markets. This one...😶‍🌫️.

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@42Macro

42 Macro 🇺🇸

3 years

"Those who gossip with you will gossip about you." - Edgar Allan Poe 💙

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@42Macro

42 Macro 🇺🇸

3 years

#Team42 , this afternoon's Pro-to-Pro Live rehearsal was so good (and timely given today's action) we're going to publish it for you gratis on our YouTube channel as soon as we can. Stay tuned...Enjoy!

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@42Macro

42 Macro 🇺🇸

3 years

New feature for #Team42 subscribers on . After logging in, you will be able to access all previously published content you are subscribed to. Go to "Log in" - “Reports”. Brick by brick...

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@42Macro

42 Macro 🇺🇸

3 years

"Build your own dreams, or someone else will hire you to build theirs." - Farrah Gray 💙

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , with the inflation data being the new FOMC catalyst, here are the key upcoming dates to watch:

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@42Macro

42 Macro 🇺🇸

3 years

“Research shows that the best way to deal with negativity is to observe it, without reaction and without judgement. Then consciously label each negative feeling and replace it with positive, compassionate, and solution – based thoughts.” - Christopher Voss and Tahl Raz 💙

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@42Macro

42 Macro 🇺🇸

3 years

Here's an old one - @Nomura 's business cycle quadrant framework from 2014. Many thanks to #team42 for sharing this and so many others today.

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , working on some of those graphics updates you recommended. 👍 or 👎 ?

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@42Macro

42 Macro 🇺🇸

2 years

#Team42 , callout from this weekend's Around the Horn - a sea of D's coming in that bottom left quadrant. #Deflation

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@42Macro

42 Macro 🇺🇸

3 years

The speed of DEFLATION’s rising probability from here is critically important to monitor given the July 12th OPEX catalyst that derivatives servant @jam_croissant highlighted for us yesterday in this thread.

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