Shaun Cosby @kshaunc

Christ Follower, Lucky Husband of Ashley, Proud Dad of Owen, Senior VP, Resident Director and Portfolio Manager at Merrill Lynch, Bama Fan and Fitness Lover Joined October 2011

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One White Frijole @Onewhitefrijole

2 years ago

Why Did Jesus Fold the Napkin? Why did Jesus fold the linen burial cloth after His resurrection? … The Gospel of John (20:7) tells us that the napkin, which was placed over the face of Jesus, was not just thrown aside like the grave clothes. The Bible takes an entire verse to…

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Wisdom Theory @wisdom_theory

2 years ago

Daniel Kahneman, who changed psychology and economics forever, dies at 90. Thanks for everything. We remember him in 10 great quotes:

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Richard Bernstein Advisors @RBAdvisors

2 years ago

The #Fed seems out of step. Thinking of cutting rates as the #economy gains steam. Example: Core Capital Goods Orders have started to accelerate.

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Richard Bernstein Advisors @RBAdvisors

2 years ago

The upturn in the Conference Board’s Labor Differential shows the labor #market is getting stronger as corporate profits #accelerate.

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Richard Bernstein Advisors @RBAdvisors

2 years ago

This is soooo cool. #AI gets real!!! Wait. This cover story is from …1998?!?! You gotta love manias. (Shoutout to our friend @DougKass)

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Richard Bernstein Advisors @RBAdvisors

3 years ago

“Clearly the upside/downside has shifted, creating an opportunity for us that we have not seen in some time,” states Michael Contopoulos in his latest #FixedIncome Insight that was featured in @iimag. bit.ly/3HuXT1D

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Elon Musk @elonmusk

3 years ago

Very important to fix your Twitter feed: 1. Tap home button. 2. Tap stars on upper right of screen. 3. Select “Latest tweets”. You are being manipulated by the algorithm in ways you don’t realize. Easy to switch back & forth to see the difference.

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Jeff Bezos @JeffBezos

3 years ago

The newly created Disinformation Board should review this tweet, or maybe they need to form a new Non Sequitur Board instead. Raising corp taxes is fine to discuss. Taming inflation is critical to discuss. Mushing them together is just misdirection.

Joe Biden @JoeBiden

3 years ago

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Strider Elass @StriderElass

3 years ago

Earnings update: 458/500 companies in the S&P 500 have reported for Q1 (90.2% of market cap). 77.3% have surprised to the upside. Earnings are +9.2% from a year ago. Overall, consensus was estimating 5.2% YOY at start. Revenues are +12.9%. Another solid quarter!

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Dave Ramsey @DaveRamsey

3 years ago

Yes, inflation is real, but no, I don't think it's going to stay like this forever. The news media gets more views when stories are based on fear.

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Richard Bernstein Advisors @RBAdvisors

3 years ago

Jobless Claims (LEADING #indicator) appears to be bottoming. Should be watched but not suggesting anything even remotely close to a #recession.

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Strider Elass @StriderElass

3 years ago

We probably hit peak inflation in March at 8.5% YOY. I don’t think that matters. The issue is we have persistent high inflation that could last for years to come. We are forecasting 6% this year and 5% for next...

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Richard Bernstein Advisors @RBAdvisors

3 years ago

#Energy remains the #1 sector for growth with nearly 2X the future secular #growth of #Technology. Investors need to ignore hype and #invest based on reality.

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Richard Bernstein Advisors @RBAdvisors

3 years ago

Will supply chains ease enough to fight #inflation? Maybe not. There are now more people under lockdown in #China than the entire #population of the US. (Source: BofA Thematic Research)

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Scott Morefield @SKMorefield

3 years ago

This short clip from @RandPaul is the most important minute & fifteen seconds you’ll watch this year, maybe this century. If a majority understood this, we could begin to fix what’s gone horribly wrong in this country. Bravo.

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Roberto Perli @R_Perli

3 years ago

A truly historic event in the stock market: Only 8 other times since 1970 (13662 trading days) has the S&P 500 swung as much as the last two days. All unleashed by Powell ruling out 75 bps yesterday (prematurely?) and the release of unfriendly unit labor costs this morning.

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Jason Goepfert @jasongoepfert

3 years ago

There have been 2 days in the past 25 years when S&P 500 futures were down 3% and 10-year Treasury futures down 1%: 👉 October 9, 2008 👉 March 18, 2020 Someone is blowing up, and this is forced liquidation.

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Richard Bernstein Advisors @RBAdvisors

3 years ago

EVERY #recession in the last 50 years has been preceded by a positive real #Fed Funds rate. Today the real Fed Funds rate remains historically negative. #Inflation seems more a risk than recession.

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Tony Dungy @TonyDungy

3 years ago

It all comes down to what you believe about the organism growing inside the mother. Is it a life or not? If it is just growing tissue then your “choice” makes sense. If it’s a life then it’s obviously not OK to choose to end it. What does your Bible tell you it is? Psalm 139:16

Reverend Raphael Warnock @ReverendWarnock

3 years ago

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Richard Bernstein Advisors @RBAdvisors

3 years ago

Old-fashioned “Rule of 21”: CPI + S&P 500 PE = 21. Despite the market’s retracement the combo is still ~30. With rates rising, high PE #stocks without near-term EPS #growth still seem quite unattractive.