Ben Kizemchuk ✓
@BenKizemchuk · Toronto · joined 20 Sep 2011
Senior Investment Advisor and Portfolio Manager at Wellington-Altus. Tweets are not investment advice. DM with your financial planning and investment questions.
17 329Followers
58Following
11 698Posts total
573.5KViews on collected posts
Neueste Beiträge
Wir suchen neue Beiträge…
One of the hardest questions in politics is distinguishing intent from outcome. Under the theory that elements of the political left and leading AI firms have aligned interests, would it even be possible to tell the difference between a deliberate effort to slow economic growth
1.6K views · 3 likes
· 0 reposts · 1 replies
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NYSI stubbornly lower while various risk measures remain in uptrend/higher highs. Not over till its over. https://t.co/4YvndGKAat
2.3K views · 7 likes
· 3 reposts · 1 replies
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A generational policy mistake x2
The irony of the current policy environment is that the Federal Reserve appears to be repeating two policy mistakes that Ben Bernanke himself spent much of his academic career warning against. First, Bernanke's research on oil shocks argued that
2.5K views · 23 likes
· 5 reposts · 5 replies
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@BenKizemchuk The check worth running is the other column: how many times the 15-month rate of change fell back through 60% without a major top following. A threshold and a window are two free parameters, and with a handful of cycles that is enough to fit almost any top after the
96 views · 3 likes
· 0 reposts · 1 replies
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@BenKizemchuk i keep shipping into crowded markets by accident
637 views · 0 likes
· 0 reposts · 0 replies
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The 15-month rate of change in FINRA debit balances, a proxy for margin-driven speculation, has dropped back below 60%.
In prior cycles, this has coincided with major market tops. https://t.co/TKPjI0fYyk
18.4K views · 138 likes
· 23 reposts · 3 replies
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Stocks below 20day and NYMO put in higher lows while
NYSI spills into extended territory. https://t.co/RflL3RQdfL
5.4K views · 7 likes
· 1 reposts · 1 replies
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tldr: Don't trade options unless you read this.
Understanding the Four Phases of the Options Market Regime Shift
Phase 1: Traditional Portfolio Hedging (Pre-March 2020)
This phase reflects the conventional understanding of the options market. As shown in the chart, put volumes
15.1K views · 131 likes
· 18 reposts · 8 replies
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@BenKizemchuk too complicated for me - what do I buy?
206 views · 0 likes
· 0 reposts · 0 replies
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tldr: What happens as AI shapes language, and what does that imply for markets?
The Algorithmic Drift of Language (and Markets)
I asked ChatGPT to comment on its stylistic preferences, such as the long dash and the "it's not x, it's y" construction, and what happens as they
6.3K views · 21 likes
· 1 reposts · 3 replies
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tldr: Technologists vs the Fed
Stablecoins, CBDCs, and the Emerging Post-Scarcity Monetary Ideology
The rise of digital money has exposed a new ideological fault line, one that transcends traditional partisan divides and reconfigures the architecture of monetary power. Central
9.6K views · 42 likes
· 10 reposts · 4 replies
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tldr: Fed plumbing is changing to entrench fiscal dominance and end Minsky cycle dynamics
Reserves, GDP Targeting, and the Architecture of Fiscal Dominance
One of the central dilemmas of modern economies is how to reconcile the natural expansion of loans and financial claims ht
19.6K views · 79 likes
· 9 reposts · 14 replies
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tldr: GDP is evolving from a measure to a target
GDPNow: Shaping Perceptions and Influencing Markets
Today we are witnessing a cultural shift where institutional authority is becoming the dominant source of truth. The U.S. Federal Reserve’s (The Fed) GDPNow estimates, for https
8.2K views · 8 likes
· 2 reposts · 1 replies
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Im Vergleich zu Konten gleicher Größe
9 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 10K–100K Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.
Medianaufrufe2 284dieses Konto924Median für 10K–100K
Reichweite, %13.18%dieses Konto3.62%Median für 10K–100K
Interaktion, %0.32%dieses Konto1.52%Median für 10K–100K
| Kennzahl | Dieses Konto | Median für 10K–100K | Verhältnis |
|---|---|---|---|
| Medianaufrufe pro Beitrag | 2 284 | 924 | 2.47× |
| Reichweite (Aufrufe ÷ Follower) | 13.18% | 3.62% | 3.64× |
| Interaktionsrate | 0.32% | 1.52% | 0.21× |
Weitere Konten dieser Größe → Mit einem anderen Konto vergleichen → Wie diese Vergleichswerte entstehen →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
6.3K14 Sep
4.2K
206
15.1K11 Oct
2.8K
5.4K16 Sep
18.4K17 Sep
637
480
96
2.5K
3.1K
2.3K
1.6K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.43%14 Sep
0.12%
0.00%
1.06%11 Oct
0.46%
0.17%16 Sep
0.92%17 Sep
0.00%
0.00%
4.17%
1.31%
0.32%
0.48%
0.26%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes44.4%512 in total
Reposts6.9%79 in total
Replies5.0%58 in total
Quotes1.8%21 in total
Bookmarks41.9%483 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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