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Peter Tchir
@TFMkts
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Opinions are my own, re-tweets are not an endorsement. Focused on Macro and Credit.
Joined October 2011
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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@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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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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@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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@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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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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