X（推特）上的财经、科技与宏观账号
Profitable Russell 2000 stocks continue to outperform non-profitable ones (unlike last year when the latter outperformed the former 2-to-1) Source: Bloomberg, as of 10/9/2026. Profitable companies have trailing 12-month earnings per share greater than $0. Indexes are unmanaged, https://t.co/P7hiu8K
Nela speaks about the risk of income erosion & refers to « 43% workers continuously employed at the same firm over the four years spanning 2021–2024 experienced a real wage decline, with a mean loss of roughly 9% among those who fell behind » https://t.co/3TZGtoBMDb
NABE2026第二天开场，副主席 Nela Richardson 讨论最新展望调查。调查显示，中东冲突加剧通胀压力，部分传导至核心通胀，且美联储立场更加紧缩。
全球在途原油已升至接近历史高位，略低于7月签署谅解备忘录后创下的峰值。按Vortexa数据，本轮在途原油不含伊朗原油。https://t.co/6Qw6m08N1m
标普 500 连续 85 个交易日未出现单日下跌 2% 的情况。
Fed communication has gotten a hair more dovish in recent weeks, per Fedlock https://t.co/zVh6WKpRAj https://t.co/xhAhrFzjb5
The Nobel Memorial Prize in Economic Sciences was awarded on Monday to Robert E. Hall and Michael Woodford “for microeconomic foundations of macroeconomic stabilization.” https://t.co/tDkez5xSH6
再看上周五推文聊的几个思路，这两天：1）伊朗袭击油轮、胡塞沙特对轰 ，油价不稳住市场也没稳住； https://t.co/5aoaaS2gMx 引用 @qinbafrank：近期的美股就是在被不断调教： 1）昨天盘前报道说美军已经做好准备川普要在中期选举前升级再动手，盘前油价上行长债收益率也上行，市场都在跌。 然后盘中川普说“正在跟伊朗讨论，我们不会在11月3日美国中期选举之前的任何时候攻击伊朗”，情绪开始缓解；
If the French-German spread ends October at these levels, it'll represent a higher monthly high than the worst of the Euro crisis. Still below the daily peak in 2011. https://t.co/eWGtM7Rutb
标普等权指数RSP/标普加权指数SPY触及历史新低。之前这里有聊过分化的根源https://t.co/414LouO9O7 https://t.co/y6Hc2NoaE9 引用 @qinbafrank：再看上周五推文聊的几个思路，这两天：1）伊朗袭击油轮、胡塞沙特对轰 ，油价不稳住市场也没稳住； https://t.co/5aoaaS2gMx
Hey I joined (late due to technical problems on my end) this great live show with @scottmelker Breathing a bit of fire. https://t.co/hQtFij0JGI
沙特宣布计划扩建绕过霍尔木兹海峡的关键东西向输油管道。该管道名义输送能力为 700 万桶/日，目前可能约为 600 万桶/日；此前一次袭击摧毁了一座泵站。
New DSR for clients released today. "Will "The House" Martingale? - QRA Preview" Pinned tweet for details
So a question. If there are two extremely similar assets that are similar but not literally fungible. Similar in that they respond to macroeconomic drivers identically and are idiosyncratically highly similar. And let's assume they have fixed supply. Is there any reason that
Summer 2007 when the math was pretty clear that the credit losses were going to be in the trillions. https://t.co/KzNYHtBczw https://t.co/X1BVMQ1hdU https://t.co/QqGudCeERV 引用 @riqsz5：For those who were adults during the 2008 financial crisis, what was your holy crap, the economy is actually crash
Hammack adds that Fed should act and markets react — encouraging to see rise in yields contributing to tighter policy stance, but stresses this is a function of Fed actions and signaling.
Hammack speaks about accountability and information in Fed providing forecasts — « but I’m not invested in SEP being right » She offers connecting the dots with economic forecasts to have a better understanding of individual reaction functions https://t.co/K61fi3nqKH
At #NABE2026, @ClevelandFed Pres Hammack says « policymakers need to explain the information & thought process behind our interest rate decisions. Explaining my reaction function is not a prediction for policy. It’s describing how I expect policy to adjust as conditions change » https://t.co/sqwUmpP
It'll be interesting to see who does/doesn't show up at the Future Investment Initiative conference in Riyadh later this month. https://t.co/SlujHF3KIY https://t.co/8c8MdKYEC9
Correlation vs causation vs intent - as we argue in the #GenevaReport, it is mostly about the inflation differential driven by China’s housing bust vs the West inflation surge, at the time of rapid tech progress. A Reverse Dutch Disease that benefits China @cepr_org https://t.co/XCDNy6qrki 引用 @Brad
大盘离新高很近，情绪面却这么低，到底承担了什么样的风险？ https://t.co/eUe9PcW1TT
UKMTO报告当天又有四起霍尔木兹海峡袭击事件被延迟报告。原文附有链接：https://t.co/bo7pnZtMVx
At #NABE2026, @KevRGordon discusses “vibepression” 1️⃣ Cumulative inflation 2️⃣ Miserable expectations 3️⃣ « Strange » and uneven labor market 4️⃣ Profits for thee, not for me 5️⃣ Net worth in driver’s seat ⚠️ New normal: higher speed limit and higher deficit https://t.co/yqRpQTYsIq
At #NABE2026, @kylascan discusses the factors behind the vibecession: 1️⃣ Later achievement of life milestones 2️⃣ Media and social negative bias 3️⃣ Labor market frozen and slow wage growth 4️⃣ Price volatility and cumulative inflation @nabe_econ https://t.co/F7miIHID5P
啥都没变，价格变了，性价比快来了，解禁也快结束了 引用 @TJ_Research：很多人问我加没加仓，我都没停下来过，1：45直播到现在，直播完听财报，吃饭，现在给你们X码字总结，待会把微软继续听完，马上9点半还得App里直播，容易嘛 苹果还没被止损，准备卖了，加NOK，8-8.5都可以开始买下去，另外一个我很喜欢的长期标的是CBRS，但30B以下再考虑。加仓不急于一天，看财报更重要
Spot takes care of the hard parts of robot operation, so operators can focus on what really matters during SWAT, EOD, Hazmat, and search-and-rescue missions. Join our upcoming webinar to hear first hand how @LVMPD puts Spot to work. https://t.co/VGpJDkvhkB
Your safety has always been priority 1 at Tesla and SpaceX 引用 @mayemusk：Remembering when Tesla was just starting, Elon would say Safety First. For that reason you and your son are alive and many other lives will be saved.
To quantify how the models handle unfamiliar tasks, we compared test-time compute scaling on tasks trained on during post-training against other tasks. Both models improve similarly out-of-distribution, but given the same in-distribution score, Muse Wonder Full performs better https://t.co/SES4eMwL
Two things make Muse Wonder suited for long-running, multi-step work an agent faces every day: -> Active Memory carries your context across conversations and surfaces it when it's relevant. -> Active Focus keeps the models working toward your goal when a task gets challenging, https://t.co/4t3lIYq
We’re excited to introduce the Muse Wonder series with Muse Wonder and Muse Wonder Full, our most capable models yet. Both are frontier models, built to deliver state-of-the-art performance for personal and professional agentic tasks. Muse Wonder is available today via the Meta https://t.co/Z9Pdf5U
From rebuilding our foundation to pushing the frontier in 14 months 🚀 https://t.co/EiGmDwoBZ5
Great to see what the Fin team has built with NVIDIA Nemotron 🙌 They fine-tuned Nemotron 3 Super and Nano for their new Fin Apex customer service models. Congrats on the launch! 引用 @fergal_reid：We’re pleased to announce the launch of our 2.0 series of Fin Apex models! We think these are the bes
A new beginning for @Windows PCs deserves a global celebration. Join us at one of our @NVIDIARTXSpark launch events. Try out demos on the new laptops, pick up some swag, and enter for a chance to win an @ASUS ProArt P14 RTX Spark laptop signed by Jensen. Plus, more exclusive https://t.co/fgIuveCaMM
Over the last few months, we’ve made significant progress in reducing the effectiveness of distillation attacks against Claude. In this post, we explain how: https://t.co/uWiRSLBuOS
US has ~2x China's data center capacity, and 3x+ Europe's. Let's not lose that competitive advantage. https://t.co/jGw5qEHFYH
A few assumptions behind the charts, which compile figures found in the public domain and published research. Global forecasts use a 52% US share, North American forecasts 97.5%, and ex-China forecasts 68.4%. Where a facility-power conversion is needed, the assumed PUE is 1.20;
Something that blows my mind is the variance of the estimates we're still seeing for data center capacity. We’re already in mid-October and the selected estimates for 2026 US data-center growth still span roughly 10–21 GW on an IT basis. A range more than 2x for the year we’re https://t.co/VL1dm0sQw
Why I believe Muse (and Muse-like agents) are game changers for SMBs $META full piece: https://t.co/rQBpOpGBKj https://t.co/VbDyCAJj9J
Intel would make more sense I'd have thought, given Qualcomm's recent acquisitions. But Jim continually says he has no plans, so 🧂 https://t.co/4qNcjHwala
Meta超级智能实验室成立一年多，推出Muse Wonder前沿模型家族，面向个人和专业智能体工作，性能达到最先进水平。