Greg Merrill✓
@merrillmatter
CFA, RIA, Money manager in Federal Way, WA. Any commentary on the markets is wrong and you'd be a fool to believe it. p.s. It's twitter
1.2K Following1.6K Followers24.4K Posts
- Greg MerrillRT @em_credit_fund: Brazil local rates exhibiting the technical trading pattern known as: 'Sepukku of longs and shorts' -175bps post 1st round +300bps since.019012.4K
- Greg MerrillRT @TaviCosta: Rather than turning mercury into tiny amounts of gold at an absurd cost, maybe we should develop technology that turns politicians into people who can balance a fiscal budget.Marathon Fusion @MarathonFusionLast month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.082073.6K
Marathon Fusion@MarathonFusionLast month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.1.2K3.6K25.8K9M- I've noticed it's good to be the other side of a trade when the counterparty wants the pain to go away.Yet another commodity guy @tleilax___You know what to do ;)00093
- The current economic situation has been confounding to me. Eric has been illuminating.Eric Basmajian @EPBResearchBuilders have 279,000 homes approved to build but haven't started. That's 2.37 months of permits, near the highest in 25+ years. Builders don't sit on approvals when demand is strong. Housing is the weakest part of the economy and the path to a downturn, not AI.01123.3K
Builders have 279,000 homes approved to build but haven't started. That's 2.37 months of permits, near the highest in 25+ years. Builders don't sit on approvals when demand is strong. Housing is the weakest part of the economy and the path to a downturn, not AI.
6167810.7K- Greg MerrillRT @izakaminska: Hugh is on the case 👇🔥hugh hendry | acid capitalist @hendry_hughbecause growth isn't returns, kathleen. china's grown at 5% plus for twenty years. and the stock market? still below where it was in 2007. nearly two decades of "growth" and the shareholder's got nothing. gdp isn't wealth. it's spending. pour concrete into empty towers, ghost cities, bridges to nowhere, and gdp goes up. the money's gone. that's not growth, it's malinvestment with a press office. the rational investor doesn't buy gdp. he buys returns. and china's have been shit. why the fuck do i have to teach this to you, a former central banker?014012.4K
because growth isn't returns, kathleen. china's grown at 5% plus for twenty years. and the stock market? still below where it was in 2007. nearly two decades of "growth" and the shareholder's got nothing. gdp isn't wealth. it's spending. pour concrete into empty towers, ghost cities, bridges to nowhere, and gdp goes up. the money's gone. that's not growth, it's malinvestment with a press office. the rational investor doesn't buy gdp. he buys returns. and china's have been shit. why the fuck do i have to teach this to you, a former central banker?
998679871K- Greg MerrillRT @HayekAndKeynes: Federal budget: the only way to make cuts these days is to go after sacred cows (Healthcare, Social Security… you know, all the things people want more of and many that will grow meaningfully with demographics) Spending is on autopilot Or as @LynAldenContact says “nothing stops this train”0306.3K
- For those of you who remember the early WW2 submarine war, it was a battle of numbers. Could the Germans sink more cargo ships than could be replaced versus their sub losses. This time around, are the Iranians losing capacity faster than the ability to build more cargo ships / willingness to enter Hormuz? (This is not a rhetorical statement but an attempt to frame the question.)*Walter Bloomberg @DeItaoneCONTAINER SHIP SINKS NEAR STRAIT OF HORMUZ AFTER BEING HIT BY PROJECTILE, MARITIME SECURITY SOURCES SAY DRY BULK SHIP REPORTED TO BE SINKING AFTER BEING HIT BY PROJECTILE CLOSE TO STRAIT OF HORMUZ IN SEPARATE INCIDENT, MARITIME SECURITY SOURCES SAY00063
CONTAINER SHIP SINKS NEAR STRAIT OF HORMUZ AFTER BEING HIT BY PROJECTILE, MARITIME SECURITY SOURCES SAY DRY BULK SHIP REPORTED TO BE SINKING AFTER BEING HIT BY PROJECTILE CLOSE TO STRAIT OF HORMUZ IN SEPARATE INCIDENT, MARITIME SECURITY SOURCES SAY2748303130K- Using your credit card feels great until the minimum payments consume your entire paycheck.The Long View @HayekAndKeynesUS government spending vs tax revenues...00048
- Greg MerrillRT @firstadopter: If you write a headline or article that leaves a large swath of your audience with a false or misleading impression, and then hide behind a technicality because you're really just addicted to viral panic traffic, you are in the wrong.0607.9K
- found my new desktop background pick ht @Callum_ThomasNASA @NASAWhile observing the universe, @NASAHubble caught a galaxy cluster smiling for the camera. 😊 The smile lines are arcs caused by an effect known as gravitational lensing, where massive structures warp spacetime with their powerful gravitational forces and act as a cosmic lens.001100
While observing the universe, @NASAHubble caught a galaxy cluster smiling for the camera. 😊 The smile lines are arcs caused by an effect known as gravitational lensing, where massive structures warp spacetime with their powerful gravitational forces and act as a cosmic lens.
7913.7K20.5K2.2M- Greg MerrillRT @ArtemisConsort: If you’re trained in math or physics, you’re often prone to overestimate how well-understood the world is. You assume most things have been “worked out” mathematically to a far greater degree than they have been. It can be shocking and slightly horrifying to realize how much of the world runs on vibes and rules of thumb. It seems impossible that things could keep running at all with so little theory. This is the first step on the road to Hayekian wisdom, to realizing that most of the knowledge that runs the world exists in no individual human mind but rather in the interactions between them.01830102K
- Remember, reddit trains AIYet another commodity guy @tleilax___Oh and for my American followers : the Russian bot army is targeting you too. So I did a little analysis of intraday volume anomaly, a classic in quant trading when applied to trading volume, here Reddit posting volume. The window is 11 Oct 2026, 01:00–12:00 UTC. The political list contributes 147 communities. The control group is the other non-political 825 channels. So this is a clean A/B test on the same website at the same time, to check if political channels are more affected than others. After all, Reddit could have experienced a tech issue at the same time ? That is why you do A/B testing. But nope, when that Russian botfarm went in flames, r/democraticparty postings suddenly went down 71% while the US non-political channels were up +4%. r/mississippi, r/rhodeisland and r/illinois posting volume collapsed too, pretty much the same pattern as the European country subreddits.00075
- Oh and for my American followers : the Russian bot army is targeting you too. So I did a little analysis of intraday volume anomaly, a classic in quant trading when applied to trading volume, here Reddit posting volume. The window is 11 Oct 2026, 01:00–12:00 UTC. The political list contributes 147 communities. The control group is the other non-political 825 channels. So this is a clean A/B test on the same website at the same time, to check if political channels are more affected than others. After all, Reddit could have experienced a tech issue at the same time ? That is why you do A/B testing. But nope, when that Russian botfarm went in flames, r/democraticparty postings suddenly went down 71% while the US non-political channels were up +4%. r/mississippi, r/rhodeisland and r/illinois posting volume collapsed too, pretty much the same pattern as the European country subreddits.
2611255626.6K - I would phrase it slightly differently, but I RT for the energy.Rudy Havenstein, Senior Markets Commentator. @RudyHavensteinEconomic Terms Inflation is when someone is repeatedly stabbing you. Disinflation is when they stab you a bit less frequently. Stable Prices is when they stop stabbing. Deflation is when rich people get stabbed.00072
Economic Terms Inflation is when someone is repeatedly stabbing you. Disinflation is when they stab you a bit less frequently. Stable Prices is when they stop stabbing. Deflation is when rich people get stabbed.
184926923.8K- Steampunk wilderness survival game? Tell me more.Ralph Lauren @RalphLaurenThe romance of the American woodland retreat inspires Fall 2026. Free shipping with an RL account & free returns.0005
- Oh my.Visegrád 24 @visegrad24BREAKING: 5 hospitals have been closed for quarantines in Siberia due to a possible plague outbreak. The 28-year-old lab technician Darya Shipilova, died yesterday after breaking a test tube with live Yersinia pestis the Irkutsk Anti-Plague Institute on September 25th while handling samples. A mask mandate has now been introduced at the huge aluminum plant in Irkutsk. Some U.S. politicians are now calling for commercial air travel to and from Russia to be stopped until the situation is clarified. This first symptoms of pneumonic plague typically start about 4 to 7 days after exposure. 200 people are under observation.00077
Visegrád 24@visegrad24BREAKING: 5 hospitals have been closed for quarantines in Siberia due to a possible plague outbreak. The 28-year-old lab technician Darya Shipilova, died yesterday after breaking a test tube with live Yersinia pestis the Irkutsk Anti-Plague Institute on September 25th while handling samples. A mask mandate has now been introduced at the huge aluminum plant in Irkutsk. Some U.S. politicians are now calling for commercial air travel to and from Russia to be stopped until the situation is clarified. This first symptoms of pneumonic plague typically start about 4 to 7 days after exposure. 200 people are under observation.
1.9K9.9K43K9.6M- A deep dive on a pool supplier that went under.junkbondinvestor @junkbondinvest1/ Went thru Leslie's first day declaration so you don't have to. The biggest US pool supply retailer JUST filed Chapter 11 yesterday with 900+ stores and $787mm of debt. $LESL00161
1/ Went thru Leslie's first day declaration so you don't have to. The biggest US pool supply retailer JUST filed Chapter 11 yesterday with 900+ stores and $787mm of debt. $LESL
7911747.1K- Greg MerrillRT @Jesse_Livermore: The good monopolies know how to keep things quiet, avoid stoking the hornet's nest. $FICO is the guy at the casino with a secret edge who just can't control himself.nothing to add @taketheLearlyMonopolies are good as long you don’t exercise it. If you do exercise monopolistic behavior capitalism will kill you! $FICO0206.5K
Monopolies are good as long you don’t exercise it. If you do exercise monopolistic behavior capitalism will kill you! $FICO00137K
The romance of the American woodland retreat inspires Fall 2026. Free shipping with an RL account & free returns.0217359K- Show more posts
