top | item 34708074

(no title)

sdn90 | 3 years ago

Not a professional but I think I follow markets pretty closely for a retail trader.

Twitter / FinTwit is the best

Level of discussion is not always great but I find its way better than anywhere else. Twitter Spaces usually have great discussions since people are less likely to troll vs tweets.

One thing I've found though is if the person is getting too cocky and going on victory laps, it's pretty much always a good time to counter trade them.

You'll be able to find some great Substack's, Podcasts, Youtube channels from Twitter as well if you're following the right people.

Some that I follow

  - @fedguy12 - macro  
  - @JulianMI2 - macro  
  - @biancoresearch - macro  
  - @acrossthespread - Japan macro  
  - @anasalhajji - energy  
  - Pretty much any central bank, government official  
  - Fund managers. Many of them aren't too active and just crosspost links to videos. Cliff Asness is one that is active though
Podcasts:

  - Forward Guidance
  - Odd Lots
Reddit I find is usually not much better than SeekingAlpha, Zero Hedge, etc. even on the more "serious" subreddits. Most of the posters are John Bogle acolytes or post the Warren Buffet quote on buying index funds. A lot of the threads don't have much besides "you should buy a broad based index fund with a lump sum [link to Vanguard whitepaper] [link to backtest starting from year 2000-2010]".

HN is still way better than Reddit on the rare finance/economics post. Every finance thread you'll get a few people who have unique insights/opinions but I think the majority is still a lot of retail market participants who just regurgitate the Reddit stuff.

discuss

order

No comments yet.