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Erik Townsend 🛢️
@ErikSTownsend
Software entrepreneur turned Macro strategy hedge fund manager turned opinionated retired guy. Pro-nuclear activist & docuseries producer. Host of @MacroVoices.
MacroVoices.com
Joined January 2016
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    Erik Townsend 🛢️
    @ErikSTownsend
    Feb 8, 2020
    1/THREAD: WHEN WAS IT CLEAR? Feb. 8, 2020: The purpose of this thread is to document and timestamp when it first became clear that nCov was likely to lead to a global pandemic. The purpose is to give something to cite when ppl later claim "But there was NO WAY OF KNOWING..."
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    Erik Townsend 🛢️
    @ErikSTownsend
    Feb 12, 2023
    In the last 10 days, U.S. F-22 jets have fired two AIM-9 Sidewinder missiles which cost $400k apiece, in order to shoot down BALLOONS, which are easy targets that don't fight back. Can anyone explain why they didn't instead fire a few 20mm rounds from their M61A2s, saving $800k?
    786K
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    Erik Townsend 🛢️
    @ErikSTownsend
    Mar 15, 2020
    HOLY FREAKING SHIT!!! Markets open DOWN after biggest monetary bazooka shot in world history. Even I couldn't be bearish enough to see this coming!
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    Erik Townsend 🛢️
    @ErikSTownsend
    Sep 27, 2022
    NS1/NS2 appear to have been sabotaged not just a maintenance issue This is HUGE game changer if Europe just lost the option to drop sanctions and get the gas turned back on if they play ball with Putin Now we learn whether @DoombergT is right Germany can't survive winter wo/NS1
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    Erik Townsend 🛢️
    @ErikSTownsend
    Feb 7, 2020
    China has now put more human beings on 'lockdown' than the entire population of the United States. Anyone who seriously believes they did this over only 638 officially reported deaths: Please contact me re: multiple bridges I have for sale. Golden Gate, Tappanzee & more. Cheap.
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    Erik Townsend 🛢️
    @ErikSTownsend
    Mar 22, 2020
    Crash that nobody called? What RU smoking? Not only did plenty of people including me call this back in January, but your pathetic @CNBC ridiculed us publicly at the time as conspiracy theorists and fear mongers. Abject journalistic incompetence on your part. It's that simple.
    user avatar
    Michael Santoli
    @michaelsantoli
    Mar 22, 2020
    The crash that no one called has investors calling back to earlier cataclysms, grasping for historical threads that can serve as a guide. Plenty say there’s no relevant precedent, but that shouldn’t stop the search for historical touchstones. New column. cnbc.com/2020/03/22/bre…
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    Erik Townsend 🛢️
    @ErikSTownsend
    Mar 15, 2020
    An important moment in world economic history just happened. This was the moment the Fed Put expired and markets lost confidence in central banks ability to cure all woes with printed money. Market closure is now a serious risk factor. @biancoresearch @chigrl
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    Erik Townsend 🛢️
    @ErikSTownsend
    Apr 15, 2022
    1/🧵: STOP BEING STUPID, PEOPLE! @elonmusk ISN'T TRYING TO BUY TWITTER. To be sure, @elonmusk is the most talented and accomplished con man in American history, and that's made him the richest man in the world. But look, he's not STUPID. This is an obvious misdirection, and I'm
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    Erik Townsend 🛢️
    @ErikSTownsend
    Feb 13, 2022
    Kinda hard for the @JustinTrudeau gov't to continue pretending the truckers' Freedom Convoy demonstration is not protected under the Charter of RIghts & Freedoms when the guy who wrote it says this is exactly what the Charter was written for. Just sayin...
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    Michael P Senger
    @michaelpsenger
    Feb 13, 2022
    Incredible speech from Brian Peckford, last living signer of Canada’s Charter of Rights and Freedoms, at the Freedom Convoy protest in Victoria, British Columbia.
    Raebo
    00:00
    Raebo
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    Erik Townsend 🛢️
    @ErikSTownsend
    Apr 21, 2020
    1/THREAD: EXACTLY *WHO* GOT SQUEEZED YESTERDAY? Goldman says it was retail futs accounts that got caught long and wrong yesterday, causing the epic -$40 print on $CL_K. I call bullshit. This thread is to discuss why that's nonsense and what really happeend. #OOTT @Big_Orrin
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    Erik Townsend 🛢️
    @ErikSTownsend
    Sep 20, 2025
    Non-consensus Uranium view: As much as I've been an outspoken bull on uranium fundamentals for over two years, I don't think this is about fundamentals any more. If I learned anything from running a small HF, it was that market inefficiencies and vicious or virtuous cycles of
    345K
  • user avatar
    Erik Townsend 🛢️
    @ErikSTownsend
    Feb 22, 2021
    Replying to @michaeljburry
    I'm listening, and would love to interview you on the subject on @MacroVoices so you have 100k+ witnesses that you warned. My producer is trying to contact you. @MacroVoices listeners, retweet if you want to hear Michael Burry (of Big Short fame) on the podcast.
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    Erik Townsend 🛢️
    @ErikSTownsend
    Mar 1, 2020
    The tiny little country of S. Korea has conducted 80,000+ COVID19 tests. The United States has conducted a grand total of less than 500 per CDC website. For crying out loud, Americans, demand more from your government. This is a shameful disgrace! #DontTestDontTell
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    Erik Townsend 🛢️
    @ErikSTownsend
    Apr 21, 2020
    BREAKING--NEW OIL ETF TICKER SYMBOLS ANNOUNCED Going forward, the ETF formerly traded under symbol $USO will trade as $YSF (You Stupid Fuck). The former $UCO will now trade as $YFH (Yer Fucked in the Head). The changes are intended to make what was already obvious more clear.