Julien Bittel, CFA
@BittelJulien
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Head of Macro Research at Global Macro Investor https://t.co/TBWOM0tODa | Head of Asset Allocation at EXPAAM https://t.co/CPCWy0eHx8 | My opinions only DYOR
London, England
Joined June 2016
The Everything Code TL;DR. The labor force participation rate isn’t going to rise anytime soon – it’s set to keep declining over time. This is a structural problem… We’ve got aging demographics, falling birth rates, and now the rise of automation. Humans are already being
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It is…
What if it's all about the business cycle? Russell 2000 🤝 Bitcoin
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🧩 The secret sequence driving markets: financial conditions → liquidity → ISM. @RaoulGMI and @BittelJulien break down how #TheEverythingCode can give you a 9-month lead on the economy 👀
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Another @Zebu_live highlight.. A great presentation from @BittelJulien breaking down “the everything code” If you’re not familiar then I highly recommend you check it out on YouTube! It’s been a challenging cycle for many of us and your research and content has honestly kept
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Huge thanks to everyone who joined my session on The Everything Code and to the awesome @Zebu_live team for putting on such a great event.
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New MIT report dropping soon! Hope it’s helpful.
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@BittelJulien Follow these guys @RealVision . Balanced views on the market. No hopium, just data and tons of experience. Appreciate the work @BittelJulien and @RaoulGMI and team.
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@BittelJulien Don’t need to read or watch anything but @RealVision to guide me on my investments’ next steps. Just read @BittelJulien MIT report. Even with today’s sell off I will sleep like a baby because this has given me the context, data and perspective. Thanks guys 🙏
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Ohio Rep. Thad Claggett wants to make sure AI stays in its lane — proposing a bill to ban AI from gaining legal personhood or marrying humans. He says it’s about keeping machines from making human decisions. Should states start drawing legal lines between humans and AI?
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There will be signs. 😂👽🛸
@RaoulGMI @BittelJulien haha. Guess you are right, banana is not baked in the cake… yet
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I can see all of Fintwit back to hurling insults at each other again, so I figured I’d share my view and try to be a voice of reason, even if I end up being wrong. It’s my job to stick my neck out. I’ve been doing it for years, and I’m still here. For what it’s worth, I think
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🔥 Due to popular demand: Please enjoy the latest installment from the Macro Investing Tool (link in comment)
We heard you. We’ve responded. A brand-new weekly MIT report drops later this afternoon on @RealVision. It’s a good one. I lay out our full outlook for Q4. Hope it’s helpful...
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I keep seeing investment strategists talking about the disconnect between equity prices and the economic fundamentals… Don’t forget what I’ve said before: Wall Street has done well because liquidity has been rising. That is exactly why we stayed bullish after calling the cycle
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There's a lot going on in the world today. We'll make sure you'll have everything you need to know about Hollywood's death obsession, the "No Kings" protest, and why peanut allergies are on the decline. Oh, and Top Cat's special meal recipe to celebrate coming back from the
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We heard you. We’ve responded. A brand-new weekly MIT report drops later this afternoon on @RealVision. It’s a good one. I lay out our full outlook for Q4. Hope it’s helpful...
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A friendly reminder…
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Technically, no real damage on ETH. Just a clean retest of the breakout so far. Structure’s intact. Expect some vol over the weekend, but this still looks good to me. Send it…
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This feels like a good time to bring back our crypto rules of engagement: ✅ No leverage ✅ No FOMO ✅ Top 3 to 5 assets as main bag ✅ Self-custody (or multi-sig) with good wallet hygiene ✅ Only trade a small Degen bag <10% ✅ HODL over a longer time horizon ✅ Zoom out and
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Mempool Accelerator™ fixes this Launch of open beta starts today! Click Accelerate from the transaction page and pay with lightning or fiat. No sign up necessary. Initial mining pool partners make up 40% of Bitcoin’s global hashrate: @FoundryServices, @MarathonDH, @SBICrypto,
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🍌 The Banana Zone is back — and we’re still early. @RaoulGMI and @BittelJulien on #TheEverythingCode 2025 Update. Phase 2 is unfolding now, with crypto markets primed for another potential breakout as liquidity trends shift.
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Does faith belong in the public square? At Truth & Liberty, we say yes. Follow us for bold conversations about faith, freedom, and family values.
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