Andy Billing (@AB_Beachside) header
Andy Billing (@AB_Beachside) profile picture

Andy Billing

@AB_Beachside
Joined February 2021
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Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)Photo by Andy Billing (@AB_Beachside)
Andy Billing retweeted
Dan Tapiero (@DTAPCAP) profile picture
Dan Tapiero
@DTAPCAPAug 29
OMG DAE! 🚀🚀 In '19 investors complained that "crypto had no use case." Bull market that just began will be the.. "use case bull" "adoption bull" "application bull" "integration bull" Btc, eth, sol still lead but use cases explode. Agentic blockchain use cases next.
Image from Dan Tapiero (@DTAPCAP)
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tether.io/news/tether-comple…
Tether Completes the Largest Inaugural Financial Audit in History - Tether.io

Tether Completes the Largest Inaugural Financial Audit in History - Tether.io

KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue 13 August 2026 – Tether, the largest company in...

tether.io
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1999 deluxe remix with cuts instead of hikes
Image from Steve Donzé (@steve_donze)
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A bit of perspective... this month we had the 3rd biggest 5-day realized vol event in stocks since 1987... and bitcoin stayed above previous cycle ATHs. If that doesn't scream portfolio benefit, I don't know what does...
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He's arrived...
Image from Andy Billing (@AB_Beachside)
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The scale on this graphic is highly misleading & should be corrected, or the visualisation has little integrity.
Image from Andy Billing (@AB_Beachside)
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It already was, but today bitcoin officially became a global game theory chip.
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TayTay's Time POTY selection is a virtual guarantee that the Consumer's "revenge spending" credit-fuelled excesses will come to an end as the labour market weakens
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Ignore the FOMC statement's first sentence & listen to Maersk... cnbc.com/2023/11/03/shipping…
Shares of Maersk plunge 18% as shipping giant announces 10,000 job cuts, says profit will be at...

Shares of Maersk plunge 18% as shipping giant announces 10,000 job cuts, says profit will be at...

Maersk, a bellwether for global trade, said it was facing subdued demand and inflationary pressures.

cnbc.com
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Sell Teenies, Drive Lamborghini's down the Golden Path... cnbc.com/2023/07/07/feds-goo…
Fed's Goolsbee sees 'golden path' to lower inflation without a recession

Fed's Goolsbee sees 'golden path' to lower inflation without a recession

Goolsbee said he's confident inflation can be tamed without a recession, even with additional rate increases likely.

cnbc.com
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A must watch. Former SEC Chairman Jay Clayton describes the new and deeply un-American ethos of the @SECGov under @GaryGensler — if we're not losing cases, we aren't suing enough businesses. This is a total abuse of power.
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Andy Billing retweeted
PPG (@PPGMacro) profile picture
PPG
@PPGMacro23 May 2023
China rates falling sharply. Rest of the world ignoring for now. Hmm...
Image from PPG (@PPGMacro)
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Gary Gensler basically said "put money in the meter" for the SEC
Image from Andy Billing (@AB_Beachside)
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Andy Billing retweeted
PPG (@PPGMacro) profile picture
PPG
@PPGMacro19 Nov 2022
Err....No. Record number of homes under construction. And median price 20-25% over average relative to wages. See what they were saying this time last year. @darioperkins tweet of them forecasting mortgage rate would be 3.7% now. Oops
Mark Fleming (@mflemingecon) profile pictureMark Fleming@mflemingecon18 Nov 2022
Something we hope to be thankful for! Why the Housing Market May Begin to Stabilize in 2023 #FirstAmEcon blog.firstam.com/economics/w…

Why the Housing Market May Begin to Stabilize in 2023

First American Chief Economist Mark Fleming shares his proprietary Potential Home Sales Model, examining the housing market's performance against its potential.

blog.firstam.com
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The epitomy of a bear market is when asset prices fall on strong data
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US UE rate rises as more people seek jobs to meet higher mortgage payments as household wealth declines. Reflexive.
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Andy Billing retweeted
Alf (@MacroAlf) profile picture
Alf
@MacroAlf14 Aug 2022
If Central Banks only print bank reserves, why do they continue to engage in QE? Because under certain conditions, QE sets up a virtuous cycle for capital flows towards risk assets. A thread on the very important mechanics behind QE. 1/
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Investors continue to put money into risk assets as large- and mid-cap equity ETFs have represented 35% of positive inflows on rolling 1m basis ... corporate bond ETFs have seen interest jump as well, as they've taken 25% of inflows ⁦@DataArbor⁩
Image from Liz Ann Sonders (@LizAnnSonders)
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Food & Energy prices, which inflation doves are cheering, don't contribute to core. They may be signalling demand destruction, as the yield curve does...
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What a wonderful gift that we're lucky enough to live in an age where a triumph like the James Webb telescope can help us appreciate how utterly irrelevant we all are.
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