Peter Tchir Profile
Peter Tchir

@TFMkts

Followers
26K
Following
16K
Statuses
50K

Opinions are my own, re-tweets are not an endorsement. Focused on Macro and Credit.

Joined October 2011
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@TFMkts
Peter Tchir
4 hours
@Sarge986 @NFL @BuffaloBills Ha! Though the bills also could have played a LOT better :(
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@TFMkts
Peter Tchir
14 hours
@TaraBull808 Does anyone really care?
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@TFMkts
Peter Tchir
15 hours
RT @biancoresearch: The game sucks (boring) The commercials suck The halftime show sucks
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@TFMkts
Peter Tchir
2 days
@SullyCNBC WFH —->WFO should change that. At least that my DC real estate investment thesis
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@TFMkts
Peter Tchir
3 days
@LizAnnSonders How is the survey conducted? What is the basis for people’s estimates?
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@TFMkts
Peter Tchir
3 days
@MarkNewtonCMT The umich inflation expectations, as bizarre as it is, played a big role
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@TFMkts
Peter Tchir
5 days
RT @albertedwards99: I'm usually quite good at spotting charts that spell the end of civilisation as we know it, but I missed this one from…
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@TFMkts
Peter Tchir
5 days
@lisaabramowicz1 We discussed lack of trust in accuracy of data, and the likelihood bad data is leading to policy mistakes a few weeks ago on your show :)
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@TFMkts
Peter Tchir
6 days
RT @Scaramucci: EXCLUSIVE: Anthony Scaramucci Warns Donald Trump's Crypto Promises May Be A 'Mirage' - Benzinga great to be on https://t.c…
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@TFMkts
Peter Tchir
6 days
@swan_memecoin @cullenroche I keep thinking drill baby drill. Refine baby refine. Onshore. But lack of conviction from companies that Amy regulator changes will be permanent. Maybe this can be used as a way around that? It’s the most positive hope that comes to mind.
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@TFMkts
Peter Tchir
6 days
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@TFMkts
Peter Tchir
6 days
@dsager45 @DiMartinoBooth @MacroEdgeRes Maybe depends on where stocks are? Feels like good news priced in a bit after today. I think I’d fade a stock rally on very weak data. But I’m not feeling a lot of conviction. Ai. Tariffs. And who knows what else seems to be driving things now
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@TFMkts
Peter Tchir
6 days
@web_sem_dev @scottmelker Fair. And maybe even have to get through midterms ?
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@TFMkts
Peter Tchir
6 days
@Szky37 @scottmelker lol! I like that
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@TFMkts
Peter Tchir
6 days
@fed_speak @TheStalwart My head hurts
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@TFMkts
Peter Tchir
6 days
RT @zerohedge: Ukraine Open To Trump Demand To Exchange Rare Earth Elements For Arms
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@TFMkts
Peter Tchir
6 days
My one hope, and it is probably only a hope, is that there are assets “we own” out there that due to the entity that owns or controls it, it s very difficult to auction drilling or mining rights as the buyer is concerned future govt will revoke. An entity set up specifically to do that with better protections might allow us to monetize things we currently have difficulty and that new money can pay off debts. Maybe similar idea for some national park type space where new sources of revenue currently difficult to create, are created. Maybe managing a lot of things under experienced business managers will create more/new money, which can also be used to reduce deficit pay down debt. Org structure could matter. In end they might just use taxpayer dollars to buy crypto :( but I have some hope for a useful use case.
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@TFMkts
Peter Tchir
6 days
@elonmusk do you have an estimate on the percentage of federal employees taking the buyout package? Will the number be public after the deadline?
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