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Orderflowtradr

@Orderflowtradr

Macro--Liquidity--Global Events

 Everywhere
Joined July 2010
  • Tweets10.8K
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  • Followers1.4K
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Helmut Norpoth, Stone Brook University model forecast a landslide victory for Trump $$
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My podcast subscriptions consists of way under followed @ACGAnalytics @ITPM_com @barryknapp $$
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Richard Dias (@RichardDias_CFA) profile pictureRichard Dias
@RichardDias_CFA29 Sep 2020
An oldie but a goodie. Korean export growth is rebounding, Global EPS growth set to follow...we hope.
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Spencer Jakab (@Spencerjakab) profile pictureSpencer Jakab@Spencerjakab26 Sep 2020
Question from 14 year old: “Dad, when you worked at that investment bank, did you throw midgets at targets and stuff?”
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New York Fed Research (@NYFedResearch) profile pictureNew York Fed Research@NYFedResearch18 Sep 2020
Consumption rises even as fiscal support wanes.
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Jon Ma (@jonbma) profile pictureJon Ma
@jonbma16 Sep 2020
❄️ Snowflake is such an outlier❄️ According to @publiccomps, Snowflake's - Rule of 40 = 93% (Revenue Growth % + LTM FCF %) - EV/Run Rate Revenue = 136.1x 👉 Yet $SNOW trades WAY above the expected EV/ARRR 👀 publiccomps.com/tickers?item…
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John Tidd Kimball (@HMgmt1999) profile pictureJohn Tidd Kimball@HMgmt199910 Sep 2020
Rising correlations continue to suggest risk off
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Orderflowtradr retweeted
Dan Tapiero (@DTAPCAP) profile picture
Dan Tapiero
@DTAPCAP7 Sep 2020
Looking back from the vantage point of Jan 1, 2020, what would have been most unexpected/surprise macro/market development of the year?
50%Oil trades negative
12%PTJ letter on Bitcoin
34%TSLA +500%+
4%Negative US t-bill rates
2,480 votes • Final results
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Dan Zeiger (@ZeigerDan) profile pictureDan Zeiger@ZeigerDan1 Sep 2020
The forward-looking @ISM New Orders Index registered 67.6% in August, its highest reading in more than 16 years. In May, 52.9% of survey respondents reported their companies had decreases in new orders. In August, that figure was 12.9%. prn.to/3bkVI0n #ISMPMI #economy
PMI® at 56.0%; August 2020 Manufacturing ISM® Report On Business®

PMI® at 56.0%; August 2020 Manufacturing ISM® Report On Business®

/PRNewswire/ -- Economic activity in the manufacturing sector grew in August, with the overall economy notching a fourth consecutive month of growth, say the...

prnewswire.com
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Economic Cycle Research Institute (ECRI) (@businesscycle) profile pictureEconomic Cycle Research Institute (ECRI)@businesscycle27 Aug 2020
Full ECRI interview on industrial outlook, inflation and an economic recovery update. Watch and read more here: bit.ly/3lpLnFe
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Alex Manzara (@AlexManzara) profile pictureAlex Manzara
@AlexManzara11 Aug 2020
I've always sorta liked the lumber mkt ever since I was a kid at CME and told a friend I had bought 2 contracts. He said, "What're u crazy? Ever seen that pit? It's 3 guys & they're all related. You'll never get a fair price!" But look at LB outperformance v SPX this yr!
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Via @OphirGottlieb @McKinsey $$ Houston we got a liftofff!!!!
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Dow (@mark_dow) profile pictureDow
@mark_dow30 Jul 2020
Congrats to Jerome Powell and the Fed on a great quarter
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Dan Tapiero (@DTAPCAP) profile pictureDan Tapiero
@DTAPCAP22 Jul 2020
Is anyone positioned for a 5-10 yr economic expansion? Looks possible based on simple historical data.
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