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Spencer Hakimian

Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.

Rob Kaminsky (@Kaminsky21) started following @SpencerHakimian on Apr 5, 2025

Spencer Hakimian

@SpencerHakimian

17 Following • 51.3K Followers

Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.

Credit spreads +50 bps YTD. It doesn’t make 1 rat’s ass of a difference if the 10 Year is down is spreads are up. Banks lend to you based on spreads. You are not getting cheaper rates. https://t.co/nmIktmcF1J

13.1K views • 187 likes • a month ago

“We had an economy that was in a state of calamity and catastrophe.” - Stephen Miller Asset prices certainly disagreed with your bald ass. https://t.co/GtbIwYmuaP

16.9K views • 558 likes • a month ago