
Ryan Ricci
@HedgeyeAI
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Macro/AI @Hedgeye. Not Investment Advice. Research available for subscription at https://t.co/Ps9iqLNB7l Hedgeye NexGen Podca https://t.co/kLgdCt37pR
CT/NY
Joined October 2023
RT @alandeboom: @FinFreedomMgmt @HedgeyeAI Thank you for walking through were to look for opportunities.
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Shadow Fed. Rising debt. Reaccelerating inflation. And yet the market sees cuts coming fast—1 in Sept, 3 by year-end. Reality check: you can’t cut rates while inflation is ticking higher. Or you do and inflation goes up quicker. You choose. #MacroShow.
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Semiconductor exports to the U.S. hit new highs—Taiwanese shipments +87% YoY. This isn’t just AI hype, it’s real economic flow. $NVDA, $AVGO, and Taiwan/Israel tech trade riding the wave. #MacroShow.
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Debt & deficits driving the dollar down 12% from cycle highs. 👀 Shadow Fed auditions begin: who’ll cut rates the most?.More debt, less credibility → dollar down, risk assets up. #MacroShow.
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The VIX keeps falling while consensus waits for the crash. Shorts got squeezed hard yesterday. What happens when flows + low vol meet #Quad2/#Quad3 setups?.Hint: we’re already playing it. #MacroShow.
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Energy $XLE > Healthcare $XLV yesterday. That fits with what we’re seeing in #Quad3. There’s a rotation happening under the surface of the S&P 500. We’re leaning into it. #MacroShow.
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Commodities are quietly doing their thing. Silver’s moving. Palladium’s ripping. Inflation reaccelerating into the back half of the year isn’t a debate—it’s the environment. The only question is: are you positioned for it?. #MacroShow.
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RT @jbecompslns: Sure is a lot of squeezing going on today. I guess folks want to buy hard ahead of July 4th holiday. My $PALL purchase ye….
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RT @KeithMcCullough: REPLAY is up and Rooster has AI augmentation of the Real Conversation via @HedgeyeAI.
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The Roman Empire debased its currency with lead. Today’s empires debase with debt and broken promises. Either way… the era of infinite fiat issuance is over. #RealConversation.
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