Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Stay Vigilant Profile picture
Stay Vigilant
@ExcellRichard
30 years as global prop & HF PM, current finance professor. Stay Vigilant Substack, CME's Excell with Options, Investment Exchange Forum podcast, daily LI chart
Jan 11, 2023 • 9 tweets • 3 min read
Chart of the Day - pendulum swings

For all of those market-watchers out there that are calling for a recession, myself included, most are looking at the falling housing market, the negative ISM and ISM new orders data, and the rapid slowdown in autos that we are seeing. On the plus side, as we just saw, the labor market, measured by the non-farm payroll or the JOLTS measure, still looks very tight. Admittedly the ISM employment and jobless claims measures do put some question into that labor strength though too.
Jan 10, 2023 • 10 tweets • 3 min read
Chart of the Day - financial conditions I am on an email thread with some very savvy market observers. There is some discussion and consternation on the move in the equity market of late. A couple people think we are close to a turn in the economy & the mkt is looking through the bottom. I have respect for them
Jan 9, 2023 • 10 tweets • 3 min read
Image Chart of the Day - options. The NFL season mercifully came to an end for 1/2 of the teams yesterday that are not advancing to the playoffs. My favorite team-the Bears-ended the year by finishing in dead last in the League.