🛬🚨🛩️: How are we going to land?
“Powell: "You fly, right? Sometimes the landing is perfect. Sometimes the landing is a bit bumpy. It's still a good landing." - back in May
Historically extensive rate hike cycles don’t end well. So how is a soft landing possible?
Read on… twitter.com/i/web/status/1…
“Powell: "You fly, right? Sometimes the landing is perfect. Sometimes the landing is a bit bumpy. It's still a good landing." - back in May
Historically extensive rate hike cycles don’t end well. So how is a soft landing possible?
Read on… twitter.com/i/web/status/1…
🛬 Landing? #Bigflip ? Soft landing?
What does this all even mean ⁉️
Great overview by @benjaminMlavine to help set the foundation 👇. $SPX $QQQ
What does this all even mean ⁉️
Great overview by @benjaminMlavine to help set the foundation 👇. $SPX $QQQ
https://twitter.com/benjaminmlavine/status/1627317292122898434
The fed pivot has quickly turned into a fed pause for longer. Markets don’t typically bottom 📉 while rates are 📈.
Another chart to illustrate in the following tweet.
Another chart to illustrate in the following tweet.
https://twitter.com/rhemrajani9/status/1571142643077480449
Does the fed need to pivot at all here? Consumer strong, inflation starting to roll, jobs resilient, financial conditions loose.
Historically pivots occur as something is on the brink of breaking and those cheering for a pivot, need to view this chart 📊.
A bottom comes after..
Historically pivots occur as something is on the brink of breaking and those cheering for a pivot, need to view this chart 📊.
A bottom comes after..
https://twitter.com/rhemrajani9/status/1593990805471072260
We’ve seen a record start of inflows into high-grade corporate bonds.
Why? If you can secure a generous risk free return, potentially for higher, why go risk on with equities ?
You should be modeled to beat the risk free rate of ~5% if you want to invest in equities.
Why? If you can secure a generous risk free return, potentially for higher, why go risk on with equities ?
You should be modeled to beat the risk free rate of ~5% if you want to invest in equities.
As @CameronDawson says, “Bull markets don’t begin at 18x earnings.” $SPX
Great clip by @CameronDawson on valuations.
This 📺 is as of 1/30/23
This 📺 is as of 1/30/23
https://twitter.com/rhemrajani9/status/1620221581778903040
My friend @eliant_capital was one of the first to even start talking about the #bigflip on here.
Additional reasoning below
Additional reasoning below
https://twitter.com/eliant_capital/status/1627366027146194945
Should the Fed pivot it’s focus more towards QT?
With M2 money supply trending just fine, forgivable PPP loans, student loan moratorium, and financial conditions back to March 2022 levels when rate hikes began.
With M2 money supply trending just fine, forgivable PPP loans, student loan moratorium, and financial conditions back to March 2022 levels when rate hikes began.
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2. Sign up for a 𝐟𝐫𝐞𝐞 newsletter providing daily market highlights - > ( @TheOneRead ) TheOneRead.com
3. Turn notifications 🔔 on to never miss macro insights, stock market info, and spaces!
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