Aileen✨✨✨ @Aileen_leea
Financial entertainment followers ✨Explorers of new cryptocurrency projects ✨❣️Same enthusiasts welcome DM to discuss more views 🎊 🇺🇸 Joined December 2023-
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Marcos was in my class at business school A really nice guy, a skilled golfer & clearly a great entrepreneur Should I see if he’d be willing to come on for an interview about keys to business success & the economic state of Argentina?
I like living. I have sometimes been wildly, despairingly, acutely miserable, racked with sorrow; but through it all I still know quite certainly that just to be alive is a grand thing.
It's finally here! Our interview with Lyn Alden @LynAldenContact , focusing on the new rules for investing in the current era of 'fiscal dominance', is now live youtu.be/WFAV-EQxfKQ
In the currency circle, people who have no luck, no help from noble people, and little investment experience usually need to go through 2-3 cycles to achieve wealth growth in the currency circle. Do you think so?
why are trying so hard to fit in, when you're born to stand out💪
STAGFLATION NATION? Q1 PCE comes in higher than expected (3.7% vs 3.4%) Q1 GDP growth underwhelms at 1.6% Man, if only someone had been warning of the Lag Effect finally catching up with the economy...
Talking about this with @michaelsantoli at 3:15 on @CNBCClosingBell
Talking about this with @michaelsantoli at 3:15 on @CNBCClosingBell
$SPY I'm in @WarrenPies camp currently (10ish% correction as shown on my $ES chart as example) - but im not yet in @dampedspring 's 'highs are in for the year' camp yet.... #OpenMind #Level2Level
I'm hearing more and more people justify the stock bull continuing by rotating into new leadership like Energy. This is not going to happen. Energy leadership is unhealthy and, when it persists, it is the death knell for bull markets.
Another excellent summary of where the market stands heading into next week…factors arguing for a bounce vs further weakening.
Another excellent summary of where the market stands heading into next week…factors arguing for a bounce vs further weakening.
Refiners have retraced ~50% of the geopol spike. Too many generalists were running into these w/ no real understanding of the business. I'd guess the whole post-March parabolic move will be erased in short order.
Refiners have retraced ~50% of the geopol spike. Too many generalists were running into these w/ no real understanding of the business. I'd guess the whole post-March parabolic move will be erased in short order.
Russian decline rates ramping would be a bullish curveball…
Does Q2 2024 = Q2 2012? -Both were preceded by two straight quarters of +10% S&P gains (2 of only 3 historically). -Presidential election years w/ incumbent on ballot. In general, I'm not big on analogs, but this one has my attention. @3F_Research
$META
This won’t stop rising until interest rates fall sharply. R* isn’t a binary factor/condition. #bifurcationnation #macro
This won’t stop rising until interest rates fall sharply. R* isn’t a binary factor/condition. #bifurcationnation #macro
Unless you look beyond America’s best and biggest companies. #BifurcationNation #hoPe
Unless you look beyond America’s best and biggest companies. #BifurcationNation #hoPe https://t.co/OWBNQGgIlM
Looks to me that history does repeat often … 👀. It’s always the “E” in #hopE that widens spreads. Hasn’t happened in claims or NFP thus far. Though, some softer E is a much needed relief from higher rates. The bar may be higher today to widen spreads initially. This looks like…
Looks to me that history does repeat often … 👀. It’s always the “E” in #hopE that widens spreads. Hasn’t happened in claims or NFP thus far. Though, some softer E is a much needed relief from higher rates. The bar may be higher today to widen spreads initially. This looks like…
Yesterday's segment with @cvpayne on @FoxBusiness foxbusiness.com/video/63514973… #FoxBusiness #macro #hope
Mike Hormann @mike_hormann
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86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial AdviceKaplan on CNBC saying we must "slow the implementation of the Inflation Reduction Act to slow inflation."
Marcos was in my class at business school A really nice guy, a skilled golfer & clearly a great entrepreneur Should I see if he’d be willing to come on for an interview about keys to business success & the economic state of Argentina?
I like living. I have sometimes been wildly, despairingly, acutely miserable, racked with sorrow; but through it all I still know quite certainly that just to be alive is a grand thing.
Lot’s of talk about the US diversifying away from China Well, China is also diversifying away from the US. E.g in Soybeans and Corn. China is preparing for a future without any major trade ties with the US Full story -> stenoresearch.com/steno-signals-…
It's finally here! Our interview with Lyn Alden @LynAldenContact , focusing on the new rules for investing in the current era of 'fiscal dominance', is now live youtu.be/WFAV-EQxfKQ
I have a take. All green bottle beer is bad. All of it. There isn’t a single good green bottle beer. Fight me.
In the currency circle, people who have no luck, no help from noble people, and little investment experience usually need to go through 2-3 cycles to achieve wealth growth in the currency circle. Do you think so?
why are trying so hard to fit in, when you're born to stand out💪
"The prevailing question for investors remains 'when does the Generative AI piece of the equation ramp more fully?' Investor patience for top-line results has worn thin." bloomberg.com/news/articles/…
"I'm so bullish on US stocks I think you should invest most of your money here. In fact I'm so bullish I think you should put twice as much in the US as any other country. Actually scratch that, I'm so bullish I think you should put 5x as much in the US as any other country.…
STAGFLATION NATION? Q1 PCE comes in higher than expected (3.7% vs 3.4%) Q1 GDP growth underwhelms at 1.6% Man, if only someone had been warning of the Lag Effect finally catching up with the economy...
$META
Big tech has entered the peacock stage of warfare, who can endure the highest cost without dying to have an edge in AI.
Does Q2 2024 = Q2 2012? -Both were preceded by two straight quarters of +10% S&P gains (2 of only 3 historically). -Presidential election years w/ incumbent on ballot. In general, I'm not big on analogs, but this one has my attention. @3F_Research
Russian decline rates ramping would be a bullish curveball…
Refiners have retraced ~50% of the geopol spike. Too many generalists were running into these w/ no real understanding of the business. I'd guess the whole post-March parabolic move will be erased in short order.
@ctrlopenbracket @rev_cap @michaelsantoli Buying went crazy when Ukraine started attacking Russian refineries (notated on chart of VLO). These moves will reverse