Global-Macro-Flow @globalmacroflow
Multi-asset Strategist. Joined May 2019-
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Global-Macro-Flow retweeted
This time it’s really different Chart @steve_donze
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Global-Macro-Flow retweeted
Better to live life erring on the side of being optimistic and wrong than pessimistic and right! Be realistic, but, as Monty Python would say, always look on the bright side of life!
Better to live life erring on the side of being optimistic and wrong than pessimistic and right! Be realistic, but, as Monty Python would say, always look on the bright side of life!
great calculation
great observation
it's around 23 now, let's see what will happen in 12 months...
it's around 23 now, let's see what will happen in 12 months...
Global-Macro-Flow retweeted
Is the economic Cycle dead? Some would argue so... (and n.b. that 2020's blip is almost not counted as the pandemic shock was not really your usual recession) More charts, thoughts: chartstorm.info/p/weekly-s-and…
Global-Macro-Flow retweeted
I almost fell off my chair when I saw this one. Hilarious!
One of those VIX charts that I’ll keep in my collection
One of those VIX charts that I’ll keep in my collection
great chart
contrarian signals
Interesting, haven’t watched this indicator before
Interesting, haven’t watched this indicator before
Great tables, even better than those by Goldman
Great tables, even better than those by Goldman
Global-Macro-Flow retweeted
New tech, big investments, booming productivity…and bursting stock bubbles
Global-Macro-Flow retweeted
Anyone remember how the election turned out after they tried to assassinate Reagan?
Global-Macro-Flow retweeted
If there was ever a technical setup for one of the most hated industries in the market, it's now. The notion that gold miners won’t follow gold prices this time is one of the most historically unsupported opinions I've heard. One thing is certain, a potential breakout from…
how do you calculate the "long-term earnings growth forecasts"?
how do you calculate the "long-term earnings growth forecasts"?
could be insightful if we breakdown the EPS to see why nominal growth haven't translated into earnings
could be insightful if we breakdown the EPS to see why nominal growth haven't translated into earnings
An interesting observation: it seems that seasonality of home prices is negatively correlated with that of stock prices?
Global-Macro-Flow retweeted
Strongly recommend everyone read this, when you have time. The parallels to today are rather wow. 12-minute read. fraser.stlouisfed.org/files/docs/pub…
Global-Macro-Flow retweeted
We’ve had many clients coming to us confused about this current cycle, recognising that traditional ways of thinking about the economy has consistently failed in the last few years. We offer... @darioperkins (open to read, no paywall) blogs.tslombard.com/where-are-we-i…
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