Andrea Zilli

@bepositive 🤜🤛

@garyvee Vallee Farm in VT, exclusive like an NFT instagram.com/valleefarm?utm…

What’s the most epic maple 🍁 syrup ?

@Ethan__McMahon @ccioce @TeddyVallee

@TraderSkew Hey! How can I ask you a couple of questions?

@TeddyVallee Buy bonds

@TeddyVallee FML

@WarrenPies Broooo 😱 let me know if you need help

@andreazilli Report will get done tho don't worry

@jsmian Jawad himself!

Every bull market needs new cult founders to build story around. Zuck, Page and Brin, Bezos are tired narratives. We need new young blood. Who are some contenders?

If you read one book this summer, let it be this. Your mind will thank you later. Stray Reflections is an antidote to the great angst of modern life. strayreflectionsbook.com

@rellis90 Translate

@RaoulGMI If real rates go up, that means that gold will go down short term?

I just don't see how CPI or core CPI stays positive. I think real rates will go up. That is the worst possible outcome. Debt + Deflation = A Ticket to Bankruptcy.

Oil is deflationary. Soft commodities look like they are going to follow suit and the US farmer is sadly going to be driven into bankruptcy, just like the shale patch... 1/

@jsmian Death destroys a man,” E. M. Forster wrote, but “the idea of Death saves him.”

Let this be your weekend reading, explaining an ancient Hindu teaching about the stages of life, or ashramas. theatlantic.com/magazine/archi…

Below is our first institutional research note. Enjoy. pervalleglobal.com/research

@BittelJulien can you share some things you use for that forecast? every had such a big discrepancy?

The consensus estimate for 2019 US Real GDP growth is currently 2.3%... Even better, #FOMC just upped their GDP forecast for 2019 to 2.2%. Yikes! This model suggests that number could be closer to 0% by Q1 2020. Similar negative outlook for earnings... #FedBehindTheCurve

@TonyNashOnAsia Can’t wait to see it!

@BittelJulien Hey Julien, great work. How do you detrend the series you look at? is the methodology different for every series? DM if easier

NFIB Compensation Plans & the US output gap suggest that US wage growth could rise to 4.5%-5% YoY (currently 3.9%) before peaking in H1 ‘20. However, since ’86, the current deviation of AHE from trend is in the 94th percentile which has historically been consistent with a peak.

@TommyThornton @RaoulGMI @realvision @RV_Guest Sign me up!

The glamour of the Embassy Suites, Syracuse NY... the upside is I’m on my way back from a killer interview with Kiril Sokoloff... all part of my coming 2 week takeover of Real Vision for GMI... starts next week. Trust me, it’ll be the most epic 2 weeks on @realvision ever...

@TonyNashOnAsia Can’t DM you but would love to grab a coffee.

@sarayasin Story of my life