Vol to Valuation @VolToVal
Tweets Not Investment Advice | I tweet about stocks, news flow & macro voltoval.substack.com Joined July 2009-
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Just bought a car, pretty easy to negotiate down the roughly $2-3k price increase I was seeing. Just gotta know where the car was made and how long it’s been on the lot.
Just bought a car, pretty easy to negotiate down the roughly $2-3k price increase I was seeing. Just gotta know where the car was made and how long it’s been on the lot.
Can’t believe I never thought of this but Tom Hanks is T.Hanks, thanks lol
Gotta keep foreign currency depressed vs USD, took much USD IN circulate would have the opposite effect for mass exporting counties.
Gotta keep foreign currency depressed vs USD, took much USD IN circulate would have the opposite effect for mass exporting counties.
Vol to Valuation retweeted
Hey China, you should get the National Team to sell your CDS (while buying your stonks) or someone will get the impression that things are cracking behind the fake facade
Too much heat in the kitchen
Too much heat in the kitchen
Someone’s bluffing at the economy’s poker table, who has the best hand? 🧐
At current valuations, I believe the aggregate domestic equity market is asymmetric to the upside (more upside than downside for the remainder of the year).
Vol to Valuation retweeted
Volatility rises Below... As they say: "nothing good happens below the 200-day moving average" Something to keep in mind: chartstorm.info/p/weekly-s-and…
With tariffs ramping up again, has someone stumbled upon a chart comparing the Jan 2018-Mar 2018 period relative to today?
Vol to Valuation retweeted
BREAKING: President Trump says 10% tariffs on China will officially begin tomorrow. This will be on top of already existing tariffs on China. Nvidia CEO Jensen Huang is meeting with Trump today.
BREAKING: President Trump says 10% tariffs on China will officially begin tomorrow. This will be on top of already existing tariffs on China. Nvidia CEO Jensen Huang is meeting with Trump today.
Vol to Valuation retweeted
DOGE is classified on X as a government OR a multilateral organization account (the latter could mean anything, like the OECD) People are so blind with rage that they have completely forgotten how to read x.com/mattmfm/status…
DOGE is classified on X as a government OR a multilateral organization account (the latter could mean anything, like the OECD) People are so blind with rage that they have completely forgotten how to read x.com/mattmfm/status…
Small Caps ($IWM) slightly more expensive than history but at a severe discount relative to large caps. Size premium will depend on long-term rates declining.
Only 14 of the last 130 trading days this year are responsible for the full return of the S&P 500 (up ~17% YTD).
New post out now! ⬇️⬇️⬇️ voltoval.substack.com/p/what-are-sto…
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