Financial Twitter is one of the best ways to crowd source economic developments and trade ideas. It’s also the only area of Twitter that I know of that has both a high level of intellectual rigour and decency. The list I have curated below are some of my favorite accounts to follow, they include a diverse mix of economists, traders, and financial market commentators/journalists. It’s a nice mix of establishment and anti-establishment candidates.
Best Accounts to Follow on FinTwit
David Rosenberg (@econguyrosie) is the chief economist and strategist at Gluskin Sheff & Associates, a Canadian wealth management firm. Rosenberg provides valuable insight into the financial markets by digging deeper into economic data and analyzing the minutiae. Headline economic numbers may say one thing but understanding the component parts is much more important, Rosenberg was one of the few mainstream sell-side economists that called the 2007 recession.
Bent Hunt (@EpsilonTheory) has a PhD in political science from Harvard, is a blogger at Epsilon Theory, former Hedge Fund manager, and former software entrepreneur. Hunt’s value on Financial Twitter comes from his unique perspective on markets as both a professional investor and as a game theorist and historian. He provides a unique insight because of his background and proficiency in understanding the overlap of politics and markets.
Holger Zschaepitz (@Schuldensuehner) is a German financial journalist and author. Holger is arguably the best on Financial Twitter at visually representing what is happening in the markets. He is an adept follower of the markets and is incredibly active posting important screenshots from his Bloomberg Terminal, an article from the Financial Times, or another data source. His geographic coverage spans the whole globe, but his unique value is his insights into the European economy and his home country of Germany.
Jesse Felder (@jessefelder) is a former Bear Sterns employee, former founder and manager of a billion dollar hedge fund, and now published The Felder Report and hosts the Superinvestors podcast. Jesse’s feed is a combination of articles he shares, important market perspectives and economic news he retweets and his own insights.
John P. Hussman (@hussmanjp) is a stock market analyst, hedge fund manager, economist, and former professor of Economics and International Finance at the University of Michigan. Hussman is both an academic economist and a hedge fund manager, this combination creates very powerful and important insights he shares through his market commentary on his website and his Twitter feed.
Brent Johnson (@SantiagoAuFund) is a hedge fund manager at Santiago Capital. Brent is the main proponents of the Dollar Milkshake Theory, the idea that global central bank liquidity is a milkshake and that with tighter US monetary policy instead of looser policy monetary policy will switch from a syringe injecting liquidity to straw sucking liquidity and causing a bull market in the U.S. dollar, which may cause liquidity issues and a crisis in the global financial markets.
Erik Townsend (@ErikSTownsend) is a hedge fund manager and co-host of the Macro Voices podcast. Erik tweets about the financial markets and the crude oil markets, and also shares new Macro Voices podcasts when they are released. I highly recommend you listen to his podcast and follow him on Twitter.
Jennifer Ablan (@jennablan) is the editor-in-charge of U.S. investments at Reuters. Like any good financial journalist she stays on top of the financial markets and shares the latest news and perspectives with her Twitter follows. Jennifer is one of the best people to follow to stay on top of financial news.
Raoul Pal (@RaoulGMI) is the founder and CEO of Global Macro Investor and the Real Vision Group. When Raoul talks about the financial markets I listen, I am a keen follower of the interviews he conducts on the Real Vision financial media platform, as well as the value he contributes to Financial Twitter. Raoul is known to have some of the highest quality tweet storms showing the biggest action in the financial markets, because of his relatively large following his ideas often pick up coverage in the mainstream media. To be on the forefront of whats happening in the markets you need to follow Raoul.
Julian Brigden (@JulianMI2) is the co-founder of Macro Intelligence 2 Partners, an independent macroeconomic research firm. As the founder of a macroeconomic research firm targeting financial markets participants you can expect Julian to have some of the most unique insights into the financial markets out there. He does not disappoint, and he never misses the forest for the trees, Julian sees the big picture and his Tweets focus on that rather than getting stuck in the minutiae.
Harold Malmgren (@Halsrethink) is an economist, ambassador, and aide of U.S. presidents John F. Kenndedy, Lyndon B. Johnson, Richard Nixon and Gerald Ford. At present Harold focuses on his work as an adviser to international financial institutions, wealth management companies, and sovereign wealth funds. With his background it’s evident Harold is very bright, but he is also very outspoken and forthcoming for someone so well connected politically.
Grant Williams (@ttmygh) is a co-founder of the Real Vision Group and an advisor to Vulpes Investment Management & Matterhorn Asset Management, as well as the author of the Things That Make You Go Hmmm newsletter, billed as a walk around the fringes of finance. Grant’s contrarian perspective can be valuable as a warning for when things are looking ugly in the markets.
Sven Henrich (@NorthmanTrader) is the founder of NorthmanTrader.com, and a frequent contributor to CNBC, MarketWatch, and ZeroHedge. Sven is a trader first and foremost and one of the most active contributors to Financial Twitter. It’s fair to say he spends most of his day on Twitter, and as a bright and outspoken person he shares great insights into the craziness happening in the markets with a fair amount of charts and technicals.
Roy Sebag (@RoySebag) is a contrarian investor and entrepreneur who founded GoldMoney Inc. and Bitfarms Ltd. He is extremely knowledgeable about history, natural philosophy, and precious metals. Roy understands financial history and therefore the importance of sounds money and precious metals as a store of value. You can trust Roy to be a source of common sense when it comes to politics and the financial markets, and a very rational voice among proponents of precious metals.
Peter Schiff (@PeterSchiff) is the CEO of Euro Pacific Capital, a financial markets commentator, and host of the radio show the Peter Schiff Show. Peter became well known for his prediction of the 2008 financial crisis, and false predictions of a crisis for the next decade. His permanently bearish stance in this period derives from his belief in Austrian Economics and the belief that state planning and central banks can get nothing right. Many of Peter’s predictions may come correct, but his timing will be horrendously wrong, a reminder that “The market can stay irrational longer than you can stay solvent.”
Lawrence McDonald (@ConvertBond) is the former head of Macro Strategy at Soc Gen, best selling author of A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers, and the author of The Bear Traps Report. Lawrence is someone who has a wealth of experience at the heart of the financial industry with Soc Gen, and shares his years of experience on FinTwit every day. He is extremely well versed in history as well and uses this to share insights into the overlap of finance and politics.
Kyle Bass (@JKyleBass) is the Chief Investment Manager at Hyman Capital Managment. Kyle has some incredibly interesting perspectives on China and Hong Kong, but take them with a grain of salt because of his political beliefs that clash heavily against the Chinese Communist Party.
Daniel Lacalle (@dlacalle_IA) is a PhD economist, professor, author, and fund manager. The difference between Daniel and most mainstream economists is that Daniel is an investment fund manager so he understand the failure of certain policies that most Keynesian Economic PhD holders miss. You can also follow his blog at dlcalle.com.
Dave Collum (@DavidBCollum) is a professor of Chemistry at Cornell University. He is a Libertarian with an interest in the Austrian Business Cycle theory, and gold. He is not an economics or financial professional, although he is an investor and keen follow of the markets, and he contributes a lot to the FinTwit community.
Mark W. Yusko (@MarkYusko) is the founder, chief investment officer, and chairman of Morgan Creek Asset Management. As a professional hedge fund manager Mark clearly has a strong understanding of markets, and he shows this through his tweets about markets and economic events. Mark is also a huge believer in Bitcoin, so understand that when Bitcoin’s price rises he will tweet very frequently about it.
Jeffrey Gundlach (@TruthGundlach) is the CEO of Doubleline Capital Management (which manages $50 billion in assets), and was labelled the Bond King by Barron’s. Gundlach doesn’t tweet incredible often, usually only a few times a week but his insight as such as successful hedge fund manager makes his an essential follow on Twitter. If you want a deeper understanding of Gundlach’s views on the market you can listen to the interviews he does regularly for financial media companies.
Peter Boockvar (@pboockvar) is the author of The Boock Report, the Chief Investment Officer of Bleakley Advisory Group, and a frequent contributor to CNBC. Peter shares many of the ideas from his more in depth newsletter on Twitter, and it is easy to appreciate the intelligence of Peter when you listen to him speak on CNBC, Realvision, or the Macro Voices podcast.
Mohamed A. El-Erian (@elerianm) is the chief economic adviser to Allianz, the parent company of PIMCO where he served as the CEO. He is also a columnist for Bloomberg View, the author of The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse and a frequent commentator on the state of the financial markets. Mohamed is one of the brightest economic thinkers in the world, and he has years of experience as the CEO of what many people consider the best fixed-income investment firm in the world.
Erik Pomboy (@epomboy) is the president of Meridian Macro Research, former trader, and gold and mining equity analyst. Erik is one of my favorite people to follow on Twitter because he blends intelligent economic and financial markets insights with humor. Erik also does mince words, his tweets bring value.
GreekFire23 (@GreekFire23) is an anonymous trader, very insightful and rational about the markets. Greek Fire is a usually a voice of dissent against the mainstream consensus in the financial markets, as you would expect from an anonymous trader.
Otavio (Tavi) Costa (@TaviCosta) is a portfolio manager at Crescat Capital, a hedge fund based out of Denver, Colorado. Tavi’s tweeting matches Crescat’s investment focus with a bias towards global macro, with some stock picking as well. Tavi posts original content such as charts and analysis based off the work he does, that is usually completely original content that no other people are tweeting about.
Jim Bianco (@biancoresearch) is the president/CEO of Bianco Research, a company that provides macroeconomic investment research for institutional investors. Jim shares some great insights from his research, he is incredibly well respected in the industry. He is a frequent contributor to Bloomberg and CNBC, and has astute and sharp thinking for a mainstream economic thinker.
Jim Rickards (@JamesGRickards) is a lawyer (was legal counsel for Long Term Capital Management), NY Times bestselling author of Aftermath, and a financial markets commentator. Jim is one of my original thinkers about the financial markets, and I recommend you check out his books as well as follow him.