Macro
Search documents
X @CoinMarketCap
CoinMarketCap· 2026-03-18 10:58
Crypto + Macro Snapshot (YTD, as of Mar 18) — flows are shifting, but dispersion remains key:Core CryptoDespite this week’s recovery, YTD performance is still negative across majors. This week has seen a key shift: BTC is leading the rebound, but ETH has outpaced BTC on this week’s move, hinting at early rotation into higher beta. XRP’s recovery also signals improving breadth after a deeply negative Q1.Crypto Equities still under pressure YTD, but showing reflexivity to BTC:• RIOT: +3.67%• MSTR: -4.38%Takea ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2026-03-17 16:03
Live for UNDER EXPOSED talking macro, Bitcoin, Hype, Aster Chain, the SEA delay + a lot moreJump inhttps://t.co/ZQN64uZk5Q ...
X @Raoul Pal
Raoul Pal· 2026-03-05 21:21
RT Penny (@money_penny_NFT)@RaoulGMI @RealVision IMO this is one of the hardest thinking products available in the world right now. If you want serious macro, tech, and exponential age insights rather than surface level takes, this is where it’s happening. ...
Stanley Druckenmiller says this is how he’d build a portfolio from scratch right now
Yahoo Finance· 2026-02-28 15:38
Core Insights - Stanley Druckenmiller has shifted his investment focus from artificial intelligence (AI) to hard assets like copper and a diversified portfolio of stocks [2][4] - He believes the U.S. economy is strengthening and anticipates potential Federal Reserve rate cuts, leading him to prefer longer positions in a diverse range of stocks [4][5] - Druckenmiller maintains significant investments in Japan and Korea, with the iShares MSCI Japan ETF up 40% and the iShares MSCI Korea ETF up 55% over the past year, outperforming the S&P 500 [5] Investment Strategy - The current portfolio construction would consider the strengthening U.S. economy and the potential for Fed rate cuts, favoring a more eclectic basket of stocks [4] - AI investments, which previously drove the portfolio, are no longer the primary focus, although there remains some exposure [5] - The macroeconomic environment is perceived to be more relevant now compared to the past 10 to 15 years, indicating a shift in investment strategy [5] Currency Outlook - There is a bearish outlook on the U.S. dollar, attributed to its high purchasing power and foreign overexposure to dollar assets, suggesting a potential weakening of the currency [6]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2026-02-10 16:46
Going live for UNDER EXPOSED in 15 minutes!We are talking macro, the crypto selloff, HYPE, tokens getting revalued + a lot moreJoin us live at 12 pm ET on X or Kick!TylerD 🧙♂️ (@Tyler_Did_It):UNDER EXPOSED is back tomorrow!@DeeZe and @PeterJennings88 join as we chat:- Crypto's fall from grace- Retail reactions to Coinbase's ad- MegaETH and recent TGEs underwhelming+ what we're trading + a lot moreJoin us live at 12 pm ET! https://t.co/AFfpxX237e ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2026-01-27 16:31
Going live for UNDER EXPOSED in 30 minutes!We are talking:- Macro, FOMC and looming gov't shutdown- Anthropic CEO's AGI warning- ETH goes post-quantum- Hyperliquid's rebound- Trenches heating up & what we're trading+ some YEET action + a lot moreLive at 12 pm ET!TylerD 🧙♂️ (@Tyler_Did_It):Back tomorrow for UNDER EXPOSED!@DeeZe and @PeterJennings88 join as we chat:- Macro and metals blow off top?- Dario's AI warning- HYPE and the trenches heat up+ what we're trading + a lot more12 pm EThttps://t.co/tXIlqoS8 ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2026-01-27 02:22
Back tomorrow for UNDER EXPOSED!@DeeZe and @PeterJennings88 join as we chat:- Macro and metals blow off top?- Dario's AI warning- HYPE and the trenches heat up+ what we're trading + a lot more12 pm EThttps://t.co/tXIlqoS8st https://t.co/ErjKdIYPh8 ...
2026 Year-Ahead Outlook: Macro, Equities, Funds, RMBS, CMBS And CLO Insights
Seeking Alpha· 2026-01-24 09:00
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
X @Raoul Pal
Raoul Pal· 2025-12-20 04:05
Content Preferences - The user desires a balanced feed algorithm that includes digital art NFTs, crypto, macro, tech, futurism, AI consciousness, inspiration, longevity, and wellness [1] - The user also wants balanced views on economic and global events, humor, nature, animals, architecture, design, history, and music from all eras and cultures [1] - The user emphasizes the importance of balance in content selection, rather than solely relying on recent viewing history [1]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-12-02 16:36
Going live for UNDER EXPOSED in 25 minutes!We are talking:- Macro and odds the bottom is in- DAT and AI concerns- Current trading outlook+ some YEET giveaways + a lot moreJoin us live on X or Kick at 12 pm ET!TylerD 🧙♂️ (@Tyler_Did_It):And UNDER EXPOSED returns tomorrow at 12 pm ET!@DeeZe + @PeterJennings88 + @0xGeebz join as we chat:- Macro and last week's crypto head fake- The latest Saylor and Tether fud- Vanguard capitulating in+ what we're trading & morehttps://t.co/Umr14BKD6y https://t.co/aX8DJbhVxn ...