Turning Twitter’s noise about markets into music. Run by @hc.
Durham, North Carolina
Joined July 2009
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Twiangulate retweeted
Another magical memory from @metmuseum and my stint as Chief Digital Officer. My story of how I started, in 1981, a three-decade, one-way love affair with one of the world’s greatest museums. #3MetYears 🖼️
Twiangulate retweeted
Twitter is a great place to learn, share ideas and meet amazing people. If you don’t feel the same way it’s because you’re doing it wrong.
Twiangulate: tracking FinTwit insiders: How common is "common knowledge"? twiangulate.substack.com/p/h…
Twiangulate retweeted
Reminder for fintwit'rs
Never seek to invalidate some other market practitioners approach/process/way of life... there's virtually an infinite number of ways to approach this thing, and not only is it ok if someone else takes a different approach -- that's actually a good thing!
Twiangulate: tracking FinTwit insiders -- Twitter Insiders: The Bond Market Edition twiangulate.substack.com/p/t…
As in our other recent tweets: the hardest piece may be figuring out how big or convinced "the crowd" really is. Sometimes a big crowd is nearly silent or not even able to articulate its core assumptions. And sometimes a tiny crowd is very loud.
A snapshot of Wall Street analysts' collective take on '23. Does the absence of "hard landing" forecasts make one more likely?
True that! At the same time, it's hard to know a group's real size relative to the total universe of possible decision makers. Sometimes you think you're riding alone, but it turns out lots of other people silently share your assumptions.
Twiangulate retweeted
The sharpest minds on Wall Street predicted the S&P500 for 2022
Goldman Sachs - 5,100
Wells Fargo - 5,200
JP Morgan - 5,050
Finished at 3,839
Not one close
Pay zero attention to forecasters. ZERO
