Systematic macro research simplified into positioning strategy with ETFs. Navigate the markets & compound. 7-day free trial πhttps://teapawt.org/t.co/Khe45ftzUH. NFA.
Sailing the Macro Tides π
Joined January 2022
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Take 5 minutes to watch this and understand LOGIC Macro Regimeβs complete macro investing framework. We can help you predict market regimes 6-months ahead of time.
Make more money with less risk.π
youtu.be/f_ihNaVuEy4?is=3-Zp⦠via @YouTube
More proof that AI is increasing βproductivityβ when measured by revenue per employee. Microsoft example below:
LOGIC Macro Regime retweeted
US πΊπΈ factories accelerated. Cost pressures eased, but stayed high.
Octoberβs ISM Manufacturing PMI rose to 55.5 from 54.5. Production reached its strongest reading since November 2021, while the Prices Index slipped to 75.2 from 77.9.
Stronger activity could support industrial earnings. But persistent input-cost pressure means this is not an all-clear for lower rates or long-term bonds.
ππ’πππ Cycle Indicators
(on the margin from this news)
π | Liquidity Cycle: β Unchanged
π’ | Other Financial Conditions: β Mixed
π | Growth Cycle: β Strengthening
π | Inflation Cycle: β Pressure easing
π | Capital Positioning: β Selective cyclicals
News is noisy. We track what leads.
See what LOGIC Macro Regime leading indicators signal for the next 6 months. Link is in the bio.
Stay systematic.
US πΊπΈ factories accelerated. Cost pressures eased, but stayed high.
Octoberβs ISM Manufacturing PMI rose to 55.5 from 54.5. Production reached its strongest reading since November 2021, while the Prices Index slipped to 75.2 from 77.9.
Stronger activity could support industrial earnings. But persistent input-cost pressure means this is not an all-clear for lower rates or long-term bonds.
ππ’πππ Cycle Indicators
(on the margin from this news)
π | Liquidity Cycle: β Unchanged
π’ | Other Financial Conditions: β Mixed
π | Growth Cycle: β Strengthening
π | Inflation Cycle: β Pressure easing
π | Capital Positioning: β Selective cyclicals
News is noisy. We track what leads.
See what LOGIC Macro Regime leading indicators signal for the next 6 months. Link is in the bio.
Stay systematic.
Navigate the macro cycle and position for the next 6 months.
Explore the LOGIC Macro Regime outlook with a 7-day free trial. US$49.99/month after the trial.
buy.stripe.com/14A3cv4Sj8kp7β¦
LOGIC Macro Regime retweeted
This is always super important to remember in global macro.
Broad liquidity π needs enough base money to back it, or else risk assets can come crashing down.π
The Global Liquidity Cycle Explained | The #1 Indicator Driving Markets youtu.be/XnSii9dkAOo?si=3lpj⦠via @YouTube
LOGIC Macro Regime retweeted
Are we in this situation now?π
This is always super important to remember in global macro.
Broad liquidity π needs enough base money to back it, or else risk assets can come crashing down.π
The Global Liquidity Cycle Explained | The #1 Indicator Driving Markets youtu.be/XnSii9dkAOo?si=3lpj⦠via @YouTube
This is always super important to remember in global macro.
Broad liquidity π needs enough base money to back it, or else risk assets can come crashing down.π
The Global Liquidity Cycle Explained | The #1 Indicator Driving Markets youtu.be/XnSii9dkAOo?si=3lpj⦠via @YouTube
Are we in this situation now?π
This is always super important to remember in global macro.
Broad liquidity π needs enough base money to back it, or else risk assets can come crashing down.π
The Global Liquidity Cycle Explained | The #1 Indicator Driving Markets youtu.be/XnSii9dkAOo?si=3lpj⦠via @YouTube
LOGIC Macro Regime retweeted
China π¨π³ is making bank funding cheaper, not cutting mortgage rates.
The central bank provided 541 billion yuan through overnight funding operations at 1.25% on November 2. That overnight rate now anchors policy, a framework shift rather than a conventional rate cut.
LOGIC Cycle Indicators (on the margin from this news):
L | Liquidity: β Funding support
O | Other Financial Conditions: β Easing
G | Growth: β Modest support
I | Inflation: β Mixed
C | Capital Positioning: β Selective support
Navigate the macro cycle. Position ahead of markets to compound exponentially.
Check us out. Link is in the bio.
Stay systematic.
China π¨π³ is making bank funding cheaper, not cutting mortgage rates.
The central bank provided 541 billion yuan through overnight funding operations at 1.25% on November 2. That overnight rate now anchors policy, a framework shift rather than a conventional rate cut.
LOGIC Cycle Indicators (on the margin from this news):
L | Liquidity: β Funding support
O | Other Financial Conditions: β Easing
G | Growth: β Modest support
I | Inflation: β Mixed
C | Capital Positioning: β Selective support
Navigate the macro cycle. Position ahead of markets to compound exponentially.
Check us out. Link is in the bio.
Stay systematic.
Start a 7-day free trial to see the systematic macro path and how to position yourself - buy.stripe.com/14A3cv4Sj8kp7β¦
LOGIC Macro Regime retweeted
Subscribe to our YouTube channel to navigate π§ macro and compound your wealth.
youtube.com/@LOGIC_Macro_Regβ¦
LOGIC Macro Regime retweeted
Take 5 minutes to watch this and understand LOGIC Macro Regimeβs complete macro investing framework. We can help you predict market regimes 6-months ahead of time.
Make more money with less risk.π
youtu.be/f_ihNaVuEy4?is=3-Zp⦠via @YouTube
Subscribe to our YouTube channel to navigate π§ macro and compound your wealth.
youtube.com/@LOGIC_Macro_Regβ¦
LOGIC Macro Regime retweeted
I was ready to give up a few times.
But today we passed 1,000 followers.
Here are some of our favourite FinX accounts just now. Follow them and thank me later:
@GLBinvestor
@Olympusperspect
@KushPatil_
@MrMacroEc
@LOGIC_MacroReg
@thelegionmaster
@macroraven
@albetrose_alex
@TrackNetWorth
@capitalzeph
@pekutovsky45098
@US_EconomyNow
@MohanadInv
@Stealthct_Storm
@Financewisdom01
X rewards consensus, but some of the best insights come from the long tail. Smaller accounts doing genuinely original work.
Who else should we be following? Share your favourite accounts in the comments.
LOGIC Macro Regime retweeted
What is everyoneβs thought on this? We have @grokβs on this in the original post.
π¨ THE AI CAPITAL RACE IS GETTING RIDICULOUS! π€π°
Trillions in valuations. Billions being raised. Everyone promises enormous returns.
Hey @grok, if you had to back just ONE of these AI businesses for the next 5 years, which would you choose?
And which ones would you eliminate first? π
What is everyoneβs thought on this? We have @grokβs on this in the original post.
π¨ THE AI CAPITAL RACE IS GETTING RIDICULOUS! π€π°
Trillions in valuations. Billions being raised. Everyone promises enormous returns.
Hey @grok, if you had to back just ONE of these AI businesses for the next 5 years, which would you choose?
And which ones would you eliminate first? π