@aahan_prometheus
@AahanPrometheus
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Founder @prometheusmacro
Joined December 2024
Alright, letโs do this twitter thing. 1/ I started @prometheusmacro in 2020 as a free blog to develop and share my ideas on macro and investing. Fast forward to today and Prometheus is a fast growing macro research firm servicing some of the biggest institutions in the worldโฆ
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https://t.co/dBIrXnQchP mission Provide very clear accurate synthesis of the issues facing investors realtime in a 15-20 minute video once a week. Designed for long term long only investors paying 25k to 100K+ in fees to an asset manager. Goal of arming clients with
2graybeards.com
Are you lost trying to keep up with the current state of the Financial Market? 2 Gray Beards offers a 20 minute concise Weekly Market Recap
Week 154 is now live! https://t.co/lNTHJQg74E Week 146 is now live on YouTube: https://t.co/f0RzChkHoI Performance has been updated here: https://t.co/8iTgqRAEd4
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OH NO People like boring, responsible, systematic macro Even when Iโm on holiday But seriously, we gotta get these rookie numbers up
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OH NO More systematic macro conversations Go listen
๐ On this week's #ReSolveRiffs explore the fascinating intersection of systematic strategies and macroeconomics with @menon_aahan from @prometheusmacro. From trading cadence to portfolio construction, find out how to navigate today's economic landscape. ๐ ๐ฆ๐๐ฟ๐ฒ๐ฎ๐บ๐ถ๐ป๐ด
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OR Christmas came early and no rents were increased Follow for more insights
BLS assumed rental growth was zero for the month. banana republic
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The biggest benefit of macro is essentially that you learn to speak a lot of languages with conversational proficiency. In investing, especially the more quantitative kind, that increases your signal set and the number of bets you can take and thatโs a big win
The benefit of being in macro is NOT higher predictability in a given asset class. Most โlocalsโ in a given asset are multiples better than macro folk. The benefits are: 1. Cross asset signalling of big trends 2. BREADTH
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The benefit of being in macro is NOT higher predictability in a given asset class. Most โlocalsโ in a given asset are multiples better than macro folk. The benefits are: 1. Cross asset signalling of big trends 2. BREADTH
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ICYMI NEW POD: How To Position In A "Slowdown" Regime We Cover: ๐ธ Growth & inflation impulses ๐ธ The Fedโs inflation dilemma ๐ธ Signal from conflicting inputs ๐ธ Right way to think about liquidity ๐ธ 2026 predictions @themarketradar @fejau_inc Timestamps: 00:00 Introduction
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FYI would bank
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Prometheus is betting on tech > energy tomorrow FYI
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Prometheus is betting on tech > energy tomorrow FYI
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I feel like it would be more fun to have a really bad year for equities in 2026. So thatโs my year-ahead outlook
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Listening now ๐ฅ
๐๏ธNEW POD: How To Position In A "Slowdown" Regime We Cover: ๐ธ Growth & inflation impulses ๐ธ The Fedโs inflation dilemma ๐ธ Signal from conflicting inputs ๐ธ Right way to think about liquidity ๐ธ 2026 predictions @themarketradar @fejau_inc Links Below โ
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I just want to be so good I can run a 20% vol with no down years. Would like that for Christmas
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Up and coming systemic portfolio worth keeping an eye on: @TiltFolio
@Quanta_72
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