No matter how farfetched the idea might be of the Treasury Department repricing its gold to create cashflows out of thin air, even a remote possibility that desperate governments will do desperate things is a reminder to always have real assets in th...
Activity
Tokens tagged by the author per day over the selected time range. The most mentioned tokens have their own color, the rest add up in Other. A post that tags two tokens counts for both.
MENTIONS
ACTIVITY
TOTAL
Token Mentions
Tokens the author tagged in posts over the selected time range, most mentioned first: posts per token, the share of its classified posts that was bullish and the average engagement score of those posts, with price changes, market cap and volume as in the screener, plus price and sector on wide screens.
| 1 | 8 | 63% | 39 | $80,806 | 0.73% | -0.34% | -3.51% | $1.6T | $476M | Payments |
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Latest Posts
The author's newest posts in the selected time range.
Finally, and now for something completely different. There has been some buzz lately over what other tricks the Treasury Department might have up its sleeve to try to bring down the cost of funding. The long-dated off-the-run buybacks certainly didn’...
10/23/2026 22:54
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What does it all mean? Earnings are booming, which is great, and the optimistic view on the CWRV stuff is that we are getting some much-needed discipline in the AI buildout which will make the whole thing more sustainable. Against that rosy view are ...
10/23/2026 18:49
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Of course, I can’t let a WAAR go by without one of my excel-crashing 3D scatterplots. This one shows the spread between the real yield and potential real GDP growth (x-axis) against the 5yr CAPE ratio in the y-axis. The size of the dots shows the 12m...
10/23/2026 13:18
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Here is a long-term chart showing real yields against R-Star, real GDP growth, and potential real GDP growth. Note that real yields are now at or above what might be considered a natural equilibrium (2% or so) and that a further increase might put us...
10/23/2026 00:23
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Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
| Handle: | @TimmerFidelity |
| Location: | Boston |
| Website: | www.fidelity.com |
| Joined: | December 2014 |
Author Data
The author's audience and activity. Followers change over the selected time range. Posts and Avg Engagement (the average engagement score per post, as in the feed's Engagement Score sort) cover the selected time range. Engagement Rank ranks the authors who posted in the range by average engagement score. All of the author's posts count: the filter chips do not apply here.
Followers 230K +4.56% (30D)
Following 1.4K
Posts (30D) 69
Avg Engagement (30D) 14
Engagement Rank #51 of 1274
Sentiment
Share of the author's classified posts that were bullish, neutral and bearish over the selected time range. Posts without a sentiment classification are not counted. All of the author's posts count: the filter chips do not apply here.
Top Post
The author's post with the highest engagement score in the selected time range.