jman @quantyLS
Show me the data. Joined April 2009-
Tweets847
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Followers244
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Following1K
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jman retweeted
In bull markets you forget about valuation. In bear markets all you think about is valuation. In bull markets it takes a few days to be right. In bear markets it takes a few years to be right. In bull markets all you see is more upside. In bear markets all you see is more…
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jman retweeted
Let's try this again...
jman retweeted
In case monthly payroll data is going to become unreliable I created a FICA payroll tracker straight from the Treasury. It tracks the real-time FICA withholding over a period of your preference.
jman retweeted
"If you are an active manager, and the last 6 weeks hasn’t been a complete disaster of relative underperformance, congratulations. I really couldn’t design a worst set of factor performance metrics for fundamentally focused active managers
jman retweeted
Typical Day as a Hedge Fund PM 6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks). 6:05 - Brew some coffee. 6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for…
jman retweeted
About that "no evidence of inflation" from tariffs... If you know where to look, it seems pretty clear that inflationary pressures are building in the product categories most exposed to tariffs. Case in point from today's June CPI report: Household Furnishings & Supplies, which…
jman retweeted
After trading during Trump, I’m about ready to vote for a dead guy who doesn’t know how to tweet…😩😩
After trading during Trump, I’m about ready to vote for a dead guy who doesn’t know how to tweet…😩😩
jman retweeted
New sharpie-polls just came out….
jman retweeted
According to the President of the American Aluminum Association - for the US to setup a new Aluminum smelting factory - it would take 8-10 years, *if* they could find a power grid strong enough and willing to commit to 20+ years of service. Every one 🇨🇦 Aluminum job = 13 American…
jman retweeted
I thought same day options (0DTE) were nuts enough for driving market volatility, but same day tariffs are something else.
jman retweeted
US core inflation is running at 3m/3m annualised rate of +1.4% when the shelter component is replaced by Zillow rental prices.
jman retweeted
The 3-month performance spread between the S&P 500 and the S&P 500 Equalweight is the widest it has been since December 1999.
jman retweeted
While the S&P 500 was basically flat today, under the surface there was substantial volatility Today was the worst day of 2023 for rational investors Speculative surged, value got smoked
this might make the “no working from home” mandate somewhat more difficult to enforce…🍿
this might make the “no working from home” mandate somewhat more difficult to enforce…🍿
sounds like someone’s got some TSLA stock to move…
jman retweeted
The Equity put/call ratio shot up over 1.0 Isn't this what they wanted?
jman retweeted
Europe right now: GDP ⬇️ Policy Rates ⬆️ How long can that divergence last? h/t @fwred
jman retweeted
According to GS Prime, this rally has now become the 3rd biggest hedge fund short covering event in the last decade. $SPY $QQQ $AAPL $TSLA $NVDA
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