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tylermacro.bsky.social
PM at various macro hedge funds for 20yrs. Always learning, hopefully teaching a bit as well sometimes.
110 posts 261 followers 302 following
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Posts 27 Comments 23

Yes there is

submitted 49 days ago • 0 comments

So everyone’s ok with the hawkishness over here? :)

submitted 72 days ago • 1 comment

Difference is we can’t explain what these companies do Also Tesla has risen enough to be in now

submitted 73 days ago • 0 comments

The bubble is in the real economy

submitted 74 days ago • 0 comments

Why describing Germany as “the sick man of Europe” is wrong — in two charts: employment (rate) has never been higher, it is one of the highest in Europe and has increased more quickly than most over the past 15 years. www.ft.com/content/9ae3...

submitted 75 days ago • 5 comments

#ttf Most benign weather set up I’ve seen in some time Much above avg temps in US Europe & N Asia over the next few weeks

submitted 75 days ago • 0 comments

How big are the Chinese banks now? A 1 trillion RMB capital infection -- the largest since the post 1998 recaps -- is only 0.5% of assets What's bizarre about the banks is that they insist on paying 30% of Net Income as dividends to minority shareholders despite being capital constrained

submitted 76 days ago • 1 comment

Chinese yield curve is a sight to behold when you realize all their biggest companies are banks

submitted 81 days ago • 0 comments

You're not going to believe this but small businesses think everything is rosy now when they didn't last month.

submitted 80 days ago • 26 comments

Chinese yield curve is a sight to behold when you realize all their biggest companies are banks

submitted 81 days ago • 0 comments

#ttf The YoY comparisons in LNG send out are going to go positive v soon & then stay that way for months…

submitted 81 days ago • 0 comments

Is ETS2 just entirely an add-on to existing carbon taxes in those areas of the economy? Or is there supposed to be some true-up whereby direct double taxation is eliminated?

submitted 81 days ago • 0 comments

There’s something odd in the change in monetary policy stance coming so late when by conventional measures the monetary policy stance has already been loosened dramatically Puzzling

submitted 81 days ago • 0 comments

#ttf I believe in the new LNG era, the entire northern hemisphere is an integrated system Since I do not believe it’s possible to have a cold winter across the whole hemisphere any longer; I do not believe we can ever run low on storage Doesn’t mean we can’t have temporary price spikes though

submitted 94 days ago • 0 comments

You can’t run a retirement fund (the U.S. government) on 17% of GDP in revenue

submitted 85 days ago • 0 comments

Compare www.bea.gov/sites/defaul...

submitted 86 days ago • 2 comments

Late night mise en place ( a la americane)

submitted 93 days ago • 0 comments

It’s like thanksgiving, but in France

submitted 93 days ago • 0 comments

Wah wah Wage and salary was revised down substantially as I expected #numbersday

submitted 93 days ago • 0 comments

Let’s make sure to look at he revisions to nominal income today #numbersday

submitted 93 days ago • 0 comments

People do realize that if we had done little to no fiscal, and kept rates at zero the economy could plausibly be better today than in the opposite configuration we actually went with right? Right?

submitted 94 days ago • 2 comments

Make German rates Swiss again

submitted 94 days ago • 0 comments

#ttf I believe in the new LNG era, the entire northern hemisphere is an integrated system Since I do not believe it’s possible to have a cold winter across the whole hemisphere any longer; I do not believe we can ever run low on storage Doesn’t mean we can’t have temporary price spikes though

submitted 94 days ago • 0 comments

V good estimate lao.ca.gov/LAOEconTax/A...

submitted 94 days ago • 0 comments

The standard account of house prices is v incomplete/unsatisfactory Are they a capital asset?

submitted 94 days ago • 0 comments

Vivek finically engineered looted pharma companies Vance was a venture Capitalist Lutnick took Tether’s crypto money when no one else would And yet they all want to “de-financialize”, a made up team that means nothing Anyways…

submitted 95 days ago • 0 comments

I think I’ll have the butcher make sausage of the dark Turkey meat supplemented with duck fat and I’ll use that for my dressing

submitted 95 days ago • 0 comments