Jurrien Timmer

www.fidelity.com

5 Followers

community-curated profile

Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. http://fidelity.com/socialAM

Overview Posts Content Recommendations

Tweet Jul 29, 2021

Some perspective on bitcoin: It's an aspiring asset class that looks to be coming of age, much as gold did during the 1970s, when it too was an asset class “teenager” growing into adulthood. Teenagers are full of potential, but they can also wreck yo

by Jurrien Timmer

Recommended by 2 people

2 mentions

Tweet Oct 28, 2022

What does the TIPS market know that the stock market and the Fed are not seeing? Why is the Fed committing to an extreme policy when inflation will presumably no longer be a clear and present danger? Or are TIPS just plain wrong? 🧵 3 of 3 on the topi

by Jurrien Timmer

Recommended by 1 person

1 mention

Tweet Feb 17, 2022

Bitcoin has been in a choppy trading range for almost a year now, bouncing between 30k and 65k. The up-or-down debate continues to be a favorite hobby for many, but it’s mostly noise. For Bitcoin, the network is what matters. Let's dig deeper. 🧵 http

by Jurrien Timmer

Recommended by 1 person

1 mention

Tweet Feb 16, 2022

To follow up on my last thread and the riddle of the current Fed cycle: There is a relevant analog: the tightening cycle of 1994. Look at this first chart and we'll dive in: 🧵 https://t.co/xg49Scz6Uh

by Jurrien Timmer

Recommended by 1 person

1 mention

Podcast episode Dec 9, 2022

Over My Head & A Macro Outlook w/ Fidelity’s Jurrein Timmer

by Guy Adami and 3 others

Podcast episode Feb 10, 2022

Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (BTC064)

by Preston Pysh and Jurrien Timmer

Jurrien Timmer

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