@aahan_prometheus

9.7K posts

@aahan_prometheus

@AahanPrometheus

Founder @prometheusmacro

Katılım Aralık 2024

738 Takip Edilen7.8K Takipçiler

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@aahan_prometheus@AahanPrometheus·3 Ara

Alright, let’s 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 world…

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Brent aka Blacklion@BlacklionCTA·4h

Who wore it better🤣

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@aahan_prometheus@AahanPrometheus·3h

@17thfellow For you? Ultra GM

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Andriy Che@17thfellow·3h

@AahanPrometheus GM

@aahan_prometheus@AahanPrometheus·4h

GM (Say it back) Don’t believe the hype

@aahan_prometheus@AahanPrometheus

I enjoyed this note from Bob But while markets will face the pressure of disinflation in the CPI prints this week, I think that will be transitory (😉 ) My eye is now on markets coming back to core inflation challenges:

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Nick G.@nickgiva1·4h

5:30am this morning. This market needs to get up even earlier to catch me out. Risk/reward playing out beautifully for now.

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@aahan_prometheus@AahanPrometheus·4h

🎯

RenMac: Renaissance Macro Research@RenMacLLC

To borrow from Kobe, "Job finished? I don't think so." The % of small firms reporting inflation as their single-most important problem jumped to 21% in June, the highest since October 2024 & up for the fourth consecutive month. This comes even as oil prices fell over the month.

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@aahan_prometheus@AahanPrometheus·14h

Working on a new deck Data dump (some stuff might not be the latest) 1/ High-frequency & related macro stuff

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@aahan_prometheus@AahanPrometheus·4h

@DsrPrivate Pass through from CPI you mean? Need to do some work

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@aahan_prometheus@AahanPrometheus·2d

Friends I think there is inflation

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@aahan_prometheus@AahanPrometheus·14h

@xMcQuaidx Plz don't dox my energy anlayst

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Michael McQuaid@xMcQuaidx·23h

Energy bulls watching the Strait of Hormuz headlines the last 48 hours

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@aahan_prometheus@AahanPrometheus·14h

7/ That's all for now. There are around 100 slides in the deck. You'll probably see some of them on a podcast or something soon

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@aahan_prometheus@AahanPrometheus·14h

6/ Liquidity stuff

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@aahan_prometheus@AahanPrometheus·16h

@TheRealManav007 Yeah, we have signals across durations. But it’s a personal bias— my favourite signals are usually in the 1-5 day range

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Manav Sharma@TheRealManav007·16h

@AahanPrometheus Interesting niche. I myself have signals that result in avg trade duration (wins) ranging from 3 days to 6 months. With wins 2x longer than losses. Play them all!

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