AGCM

@hamm44

Economic Data Retweets, Financial Market Articles, Macro Trade Ideas Retweeted and a Dash of Blogging

Joined February 2009

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  1. Retweeted
    Feb 21

    Household debt around the world: 10 economies have household debt levels, as a share of GDP, that are "high & rising"

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  2. Retweeted
    Feb 26

    Thank you for featuring in your "Auther's Note." Read on to learn about the patterns we saw with mentions of "inflation" and "pricing power" by US companies in regulatory filings:

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  3. Retweeted
    Feb 24

    The Software Startup Sectors Raising the Most Capital in 2017

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  4. Retweeted
    Feb 24

    Incredibly useful list from on how to live an “antifragile” life.

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  5. Retweeted
    Feb 24

    I confess to being a nerd and loving S-1s. Dropbox will go down as one of my favorites. Here's my tear down of its magical business model:

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  6. Feb 24

    From Disruption to Dystopia: Silicon Valley Envisions the City of the Future via

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  7. Retweeted

    Gold is increasingly looking like an inflation hedge. The 30-day correlation between the SPDR Gold Shares ETF and the U.S. two-year breakeven rate stands near highest since mid-2015.

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  8. Retweeted
    Feb 23

    Dropbox is filing for a $500 million IPO—but also saying it may never be profitable

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  9. Retweeted
    Feb 22

    Chinese regulators including CIRC, PBOC, CSRC & SAFE to take control and introduce capital to restructure Anbang Insurance, co will remain private. Anbang has $316b in assets (incl Waldorf Astoria) and gov't efforts were made last month to sell a stake

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  10. Retweeted
    Feb 20

    The 1980s: Period of three extraordinary investors

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  11. Retweeted
    Feb 20

    TXN is the GOAT re capital allocation communication

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  12. Retweeted
    Feb 19

    How to CLOSELY Read the "Competition" Section of a 10-K

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  13. Retweeted
    Feb 17

    E-commerce sales in 4Q17 soared 16.9% from a year ago—largest jump since Q1 2012—to a new record of $119 billion. E-commerce share of retail reached 9.1%, up from 8.2% a year ago

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  14. Retweeted
    Feb 15

    "The illusion that risk can be limited delivered three asset bubbles in less than 20 years. Each bubble collapse caused more structural damage, and each central bank 'save' introduced higher levels of systemic fragility..."

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  15. Retweeted
    Feb 14
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  16. Retweeted
    Feb 14

    BREAKING: Warren Buffett's Berkshire Hathaway takes stake in Teva Pharma.; stock jumps after-hours.

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  17. Retweeted
    Feb 14
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  18. Retweeted
    Feb 13
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  19. Feb 13

    Market Correction: Lessons From 2006 - via

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  20. Retweeted
    Feb 8

    Check out how our team made these 5 accurate earnings predictions using alternative data from Sentieo Mosaic: Netflix ($NFLX) Snapchat ($SNAP) Twitter ($TWTR) Grubhub ($GRUB) Skechers ($SKX)

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