Founder @prometheusmacro
- Tweets 11,301
- Following 764
- Followers 8,238
- Likes 6,640
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Alright, let’s do this twitter thing.
1/ I started @prometheusmacro in 2020 as a free blog to develop and share my ideas on macro and investing. Fast forward to today and Prometheus is a fast growing macro research firm servicing some of the biggest institutions in the world…
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@aahan_prometheus retweeted
No, because your thing is reminding people that bonds are the worst, which is insufficient for grifter dollars.
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Just remember
You don’t HAVE to buy bonds
If the world blows up—you’ll buy them 25-50bps richer and still do handsomely
Go do other stuff
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@aahan_prometheus retweeted
Final call for Chicago, Oct 28.
Return Stacking Symposium is nearly full. Last year sold out.
Cliff Asness + the practitioners actually running this in portfolios.
How to stack diversifiers without giving up core beta and how to talk about it with clients.
Advisors and select media only.
Register before it’s gone: returnstacked.com/return-sta…
𝐅𝐢𝐧𝐚𝐥 𝐜𝐚𝐥𝐥: the Return Stacking Symposium 2026 is almost full. Last year's event sold out, and if you've been planning to join us in Chicago on October 28, now is the time to register.
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Response crafted exactly like my poasts?
Straight to the top
@TheDegensDecree DM me for your fee month!
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@aahan_prometheus retweeted
One of the few podcasts where I feel like I learn something, also great guest @Dcpcooks
Perfect listening for my sick day 😷
NEW ROUNDUP
We Cover:
🔸 Is a 6% 10-year next?
🔸 What the Fed can't fix
🔸 Can consumers survive?
🔸 The trade after something breaks
🔸 Where to fade hike pricing
@Dcpcooks @qthomp @fejau_inc
TIMESTAMPS:
00:00 Intro
02:21 Why Bond Yields Keep Rising
07:30 Can Main Street Survive Higher Rates?
11:15 Can Treasury Stop The Selloff?
16:22 What Can’t The Fed Fix?
19:54 Why Higher Yields Remain The Pain Trade
23:13 What Breaks The AI Boom?
26:38 The Generational Bond Bull Market Is Over
29:47 Can Geopolitics Reverse The Selloff?
35:55 How Do You Trade This Market?
39:34 Could 6% Yields Break Markets?
44:21 What Is The Market Hiding?
50:04 The Trade After Something Breaks
53:48 Would You Short The AI Leaders?
58:45 Final Thoughts and Key Trade Levels
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A big part of Macro Talk is audience questions.
Here's @BobEUnlimited answer to @memecoinmagi question!
What’s a better predictor of macro regime on a forward looking basis - cross asset price actions or high frequency macroeconomic data for growth and inflation?
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@aahan_prometheus retweeted
Lots of nominal order growth, but not much rise in real domestic production. Another example of elevated price growth in the US economy.
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@aahan_prometheus retweeted
Shoutout to @DannyDayan5 and @AahanPrometheus who have both been on the right side of the inflation and rate trend.
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@aahan_prometheus retweeted
Since we have bond yields now that @qthomp and I haven’t seen in our trading careers before, we brought in someone who had 😂
Thanks for joining us, @Dcpcooks - a wealth of knowledge
NEW ROUNDUP
We Cover:
🔸 Is a 6% 10-year next?
🔸 What the Fed can't fix
🔸 Can consumers survive?
🔸 The trade after something breaks
🔸 Where to fade hike pricing
@Dcpcooks @qthomp @fejau_inc
TIMESTAMPS:
00:00 Intro
02:21 Why Bond Yields Keep Rising
07:30 Can Main Street Survive Higher Rates?
11:15 Can Treasury Stop The Selloff?
16:22 What Can’t The Fed Fix?
19:54 Why Higher Yields Remain The Pain Trade
23:13 What Breaks The AI Boom?
26:38 The Generational Bond Bull Market Is Over
29:47 Can Geopolitics Reverse The Selloff?
35:55 How Do You Trade This Market?
39:34 Could 6% Yields Break Markets?
44:21 What Is The Market Hiding?
50:04 The Trade After Something Breaks
53:48 Would You Short The AI Leaders?
58:45 Final Thoughts and Key Trade Levels
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Regardless of bond math
How are you getting this 100bps fall in yields? That is an EASING cycle
(FYI am fan of Jurrien, just adding to discussion)
Will 5.0% be the ceiling for the nominal Treasury yield? Maybe not, but for bond investors the risk-reward math has gotten considerably better. The 5% yield provides such a good cushion that if the 10-year yield were to fall 100 bps, an investor would make 11.9%, while only losing 1.9% if the yield were to rise to 6%.
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@aahan_prometheus retweeted
We’re going to be back it with Macro Talk tomorrow at noon!
Drop your questions for myself and @BobEUnlimited
Make sure to include some silly ones!
Another live MacroTalk today at Noon over on the blog app with @AahanPrometheus. Best part of the convos are the audience questions (and the *very real* ads, of course). Let us know what you want answered in the comments!
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