LEI lags, jobless claims, and stress index is better regarding the speed of recent Events. However, LEI is solid. Image
Remember to know the components; once you got this, you will be ok. Don't just look at the chart without knowing. Image
The stress index is awesome. It would have saved the bears a lot of pain of being behind the curve. Hence why this was a big variable in AB economic recovery model, I wrote back on April 7th. Notice that was when LEI bottomed. Image
Bearish Twitter or ideological bearish Twitter can't acknowledge this because this in itself will make their trolling and crying seem kind of dumb. It is what it is. However, verse yourself on the components. Image
It would really cut out the need for yellow journalism or crazy extreme left or right-wing economic takes. If people just read data. 😉 Be the detective, not the troll. Image
If you're a skillful trader, with capital you can make coin in this environment Image

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Logan Mohtashami

Logan Mohtashami Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @LoganMohtashami

11 Jun
Just another point about why Americans are getting off Forbearance and staying in their homes. Do you really want to be a home buyer in this market when you purchased your home between 2010-2019. You have an even more vested interest in staying in your home.
These are homeowners, not investors; they live in this home, their kids go to school nearby, they have a vested interest in keeping their lives as normal as possible post Covid19. Some never need to take forbearance, but the ones that did, that got their job back, they're staying
That's why talking about the 2021 housing crash as jobs were coming back didn't seem like a logical bet without demographics and low rates. housingwire.com/articles/the-f…
Read 4 tweets
10 Jun
🇺🇸💪🏽📈🔥 Best economic recovery in the world since April of 2020 congrats, America
🥱 Image
Read 11 tweets
10 Jun
Twitter finance is destined and doomed to fight housing battles that can't be won but talked about. Housing is the cost of shelter to your own capacity to own the debt, and housing has outperformed during the crisis due to demographics and mortgage rates. Image
People who make money, buy homes, they like bigger homes, for better or worse, rates are low, no one is ever going to overbuild homes unless you get some major deficit financing involved. Image
2 Groups of people in the world that I know will go to their graves saying something every year and it won't happen
1. Dollar collapse people, (These boomers don't have much time left)
2. We have to build more homes crowd, not realizing that builders don't care about them 😉😎
Read 4 tweets
10 Jun
Just remember, all your anti central bank friends who are screaming inflation are all long the markets like they always have been. They're the biggest fake news bears of our generation. 🇺🇸💪🏾📈🔥
If you don't believe ask them for their YTD, 1 year, and 2 year returns 😉
This is a reason why I keep on showing my returns always because supposedly, we have great traders who were screaming about a dollar collapse. Well, time to show your returns, which they will all show they're net long always. Seriously, I thought we had some ballplayers here
Come on man own it 😉☺️ Image
Read 5 tweets
10 Jun
Shelter inflation still has a lot of legs to walk higher Image
Read 4 tweets
9 Jun
#BlackRock Out of 40,000,000 plus homes purchased in the last decade, you all make a big deal about this! 😉
Next, you will be telling people that the homeless numbers were skyrocketing in the last decade too.
Wait, that wasn't another lie as well.
What do I always say? Reading is a good thing, be the MF'''''' detective, not the troll. Don't let these puff the magic dragon articles trick you. 😉😎🥂
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!