Dow @mark_dow
Fiat enthusiast. 🇺🇸 🇮🇹 /s 🇪🇸 🇫🇷 🇵🇹 @BehavioralMacro premosocial.com/BehavioralMacro California Joined April 2011-
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Reminder: This is the amount of risk the Fed wants to take of easing into inflation:
Boomers still mourning the size of their tax payments. They ask you respect their privacy at this time.
I, for one, am looking forward to the day when we can return to criticizing the Fed for not cutting. #pendulum
If we weren't complaining about the Fed talking too much we'd be complaining about the Fed not being transparent. And it's not like if the Fed talked less we'd stop overreacting. What we overreact to might change, but overreacting is what we do. It's in the nature of markets.
Fed has been pretty steady as the data have come in. We in markets are the ones overreacting right and left like monkeys on crack.
They're now blaming higher rates for higher rates not working.
The half-ening
This is from an email I actually received: "Pickleball Celebration in Newport Beach with Bloomberg!"
All the hope 'n' cope fanboi responses below help explain why $TSLA, by any reasonable metric, is still extremely overvalued. Not that that is new. The new part is the fanboi premium has been coming out
All the hope 'n' cope fanboi responses below help explain why $TSLA, by any reasonable metric, is still extremely overvalued. Not that that is new. The new part is the fanboi premium has been coming out
It's happening. These are the names I mentioned/had in mind in the interview with @JackFarley96 @ForwardGuidance $SMCI $NVDA $MSTR $COIN
Really enjoyed the discussion of allocators' flows, especially in bond markets.
Really enjoyed the discussion of allocators' flows, especially in bond markets.
Andreas Steno Larsen @AndreasSteno
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@JackFarley96 @mark_dow Enjoyed this episode, great conversation guys.. interesting and informative - cheers!
@mark_dow He's nervous, but on the surface he looks calm and ready, To hodl BTC, but he keeps on forgetting, The halving's here, the market's tense, the price is going down, But in the dips, we see the chance to flee and not run aground
@mark_dow Mom's spaghetti is a better store of value.
@mark_dow Spent a few hours of last few weeks using the new FSD since they put out the free trial. Very cool, but… the idea of it being the backbone of millions of autonomous taxis is unreasonable, to be polite. It’s simply not there. Especially in a city enviro.
@JackFarley96 @mark_dow This was excellent. Thank you both
@sonimantennis @JackFarley96 @mark_dow Being a Dow Contra will eventually hurt your balance sheet.
@JackFarley96 @mark_dow 1986 Commercial “The Deficit Trials - 2017”
@mark_dow Almost — but not quite yet. He needs to stick the landing, and he will
Oh my @wabuffo, @mark_dow's interview with @JackFarley96 is out.
@mark_dow Plus, the Fed is not targeting asset prices ... the metrics they track to measure restrictiveness in the economy are different than what the FC indexes contain
@mark_dow @MillenPolitics He also tweeted out a classified photo of an Iranian launch site we were monitoring with one of our most advanced photoreconnaissance satellites, revealing the existence & location of the satellite, launched by Obama in 2011. Iranian officials mocked/trolled him.
@MonetaryWonk @dandolfa @mark_dow The currency’s value against other currencies is of secondary importance. It’s value measured against a basket of goods and services it is commonly employed to purchase is key. Japan has done better than most economies in this respect. Without moving rates up and down