Samuel Rines
@SamuelRines
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Come for the Macro. Stay for the quote tweets. A Macro Strategist. Every opinion is my own.
Houston, TX
Joined April 2010
Imagine the day when Meta starts buying thought leaders to train AI ….
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That’s a Cold Play.
Nestlé Fires CEO Over "Undisclosed Romantic Relationship With Direct Subordinate"
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RT @JeremyDSchwartz: Harvesting Alpha From Dirt: . A special Behind the Markets episode live from South Bend traveling with our friends at….
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… PoV was only mostly dead.
U.S. companies have an unwelcome message for inflation-weary consumers: Prices are going up
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Who will be the first to publish the Taylor Swift Engagement basket?.
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If this implodes, it’s going to be another $1 Billion tour. “The Errors Tour” sounds like an appropriate title.
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Listening and re-listening to conference calls this quarter, a couple things are becoming increasingly obvious. The better run companies out there are defending their margins *and doing it well*. The guides are that price is coming *and not fully in the system yet*. That points.
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No.
can you imagine you get invited to odd lots and @TheStalwart calls you anything other than the perfect guest?.
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Probably the ones about Excuseflation … don’t know why.
If you love Odd Lots, tell me - what are your top 3 episodes?.
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This is awesome. Dave is one of the greats.
We’re excited to welcome @DaveNadig back to as our new President & Director of Research. Dave has been at the center of ETF innovation and community building for more than 30 years. His leadership, credibility, and vision will help drive our mission to.
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Great thread.
After listening to Powell's speech at JH, here are the key points that stood out to me and my takeaways:. 1. He first made clear to categorize monpol as effective against cyclical changes but not structural. This is the probably the most important sentence of his speech.
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Great to be with Jer for a week packed with earnings and some event in Wyoming. Sidenote - that water was freezing.
Surviving the Storm - literally and figuratively this week!. Our weekly Behind the Markets pod live from the Jersey shore with @SamuelRines . Professor Siegel's take on the Powell Pivot!.
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What about Lira?.
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I see you @Chilis …
Everyone talking about CAVA and no one talking about Chili's sales going through the roof .
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RT @EffMktHype: Only a handful can do 'micro to macro'. Even lesser as good as @SamuelRines. Great note today. "There will be important ta….
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RT @JeremyDSchwartz: Team deep rooted macro: . Earnings and Alaska Getting 🔥. With @SamuelRines @JeffWeniger . For weekend pods. https://t….
open.spotify.com
Behind the Markets Podcast · Episode
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Good one from Barry.
Good investing is an exercise in humility:. We know far less about history than we believe, even less about the world right now than we imagine, and almost nothing about the future.
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RT @WisdomTreeFunds: From defense planning to procurement, drones have evolved from tactical tools to strategic priorities. @CGannatti an….
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Dude … “should” and “will” are two different things. Live in the reality versus your thoughts. It’s depressing.
Fed should not cut. Calls for cutting are mostly political. Even they are incoherent ('we have the hottest economy and record stock market but rates too high' ??). Just past week one crypto (ETH) currency added ~1% of GDP, but yeah we need easier money. .
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