Last week I posted my @Twitter Must Follow List. Today, I’m sharing my Super-Secret @Twitter Must Follow List. And when I say, “super-secret,” what I really mean is, “way too underfollowed.”
The bottom line is these are a few more of my favorite FinTwitter folks simply due to the incredible value they provide there. Most of them also fly well under the radar which may make their insights that much more valuable from a contrarian perspective. Anyhow, you should go follow every one of them right now.
This guy regularly shares interesting data points and high-quality analysis on a regular basis. And most of it goes against the popular narrative, which might be what I like best about it.
I keep hearing "everyone is bearish".
Big difference between what people say & how they're positioned. pic.twitter.com/cbH31f9mey
— The Euchre (@TheEuchre) May 20, 2016
This guy has over 30,000 followers and I think it’s still fair to say he’s underfollowed. Known for his charting abilities, Northy also has a terrific sense of humor and a much broader perspective than most you’ll find on social media.
On the subject of twitter trolls Socrates was way ahead of his time pic.twitter.com/6LrRRQbUDu
— Northy (@NorthmanTrader) April 29, 2016
I’ve been reading Tiho’s blog for a long time. It’s filled with unique analysis of the global markets with a focus on sentiment and he’s only just started bringing these goodies to Twitter.
Precious metals from Gold to Silver, and from Platinum to mining companies, are approaching overhead resistance! pic.twitter.com/eVpsetS2bC
— Tiho Brkan (@TihoBrkan) May 7, 2016
I ran across Cyril a few months ago and since I started following him it feels like I’ve retweeted every chart he’s shared. He doesn’t tweet much but when he does you don’t want to miss it.
Rising default risks = higher volatility regime. NPLs currently rising at the fastest pace since the great recession pic.twitter.com/WneCOBOAJj
— Cyril Castelli (@CyrilRcube) May 19, 2016
La nuit sera calme
This guy is so underfollowed it’s crazy. He regularly shares some of the best stuff in my stream including quotes, articles and data points I wouldn’t have found anywhere else.
Diversification is protection against ignorance. It makes little sense if you know what you are doing.
— La nuit sera calme (@NuitSeraCalme) May 17, 2016
JP is a rarity in that he’s one of the few professionals on Twitter with multi-decade experience. His perspective is also especially valuable in that he takes a very thoughtful, big picture view while everyone else is focused on the flickering ticks.
If you step back and look at markets in terms of weeks/months instead of hours/days, picture becomes much clearer
— JP Compson (@JPCompson) May 19, 2016
Like JP, Jeff is another professional with a wealth of practical experience in the markets backing his views. His takes are usually deep and totally original.
Large customers are basically saying "We've already found gold, we don't need your Maps and Shovels anymore" https://t.co/QMutnPRJwU
— Old Bear (@JeffCNYC) March 17, 2016
This guy is a chart monster. If you’re looking for a chart on any given topic just go breeze through his stream a bit. I can almost guarantee you’ll find what you’re looking for.
— Babak (@TN) May 10, 2016
Last week I highlighted Howard Schilit as my favorite public whistle blower of financial shenanigans. But after AZ’s work on Valeant last year, this guy might be my new fav. Go take a read through that link below and then not follow this guy – I dare you.
— AZ Value (@AZ_Value) August 15, 2015
Looking for a Variant Perception? Here you go. Jonathan regularly finds and curates exactly that and generously shares this stuff in his stream.
Always lovely to see the credit cycle turn https://t.co/qeSY1bAvTK
— Jonathan Tepper (@jtepper2) May 9, 2016
This guy is one of my favorite technicians. His unique style of charting and analysis has far more value than what you’ll find from most of the popular technical follows on Twitter.
— andrewunknown (@andrewunknown) May 25, 2016
These guys are hands down my favorite research house. They do some in-depth statistical analysis but it usually comes with a heavy dose of deductive reasoning, as well, something that’s glaringly missing in most of their competitor’s stuff.
— Nautilus Research (@NautilusCap) May 20, 2016
Not Jim Cramer
This guy has been one of my favorite follows for quite a long time now. He doesn’t share much but when he does it’s stuff you usually don’t want to miss. Like most of the others listed above, his charts and analysis are more than just superficial statistics. Their thoughtful and non-conformist.
Large Divergence in EPS vs. Price is Unlikely to Persist pic.twitter.com/FYxgLY8ncG
— Not Jim Cramer (@Not_Jim_Cramer) April 29, 2016
Special Mention: My good friend @TommyThornton is another one of my favorite follows on Twitter. I feel bad leaving him out but because his account is locked I can’t share a tweet with you. Send a request, though, and he might let you join his stream.