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Mike Larson Profile picture
Mike Larson
@RealMikeLarson
VP/Editor-in-Chief at MoneyShow, overseeing all aspects of the firm's investor education and conference efforts, and planning its content operations.
Mar 27, 2023 • 5 tweets • 3 min read
In today’s #MoneyShow #MarketMinute:

#Equities are adding to Friday’s gains in the early going today, while Treasuries, #gold, and silver are selling off. The dollar is flattish while #oil is slightly higher.

On the news front... The banking sector is catching a reprieve here, and that’s leading to “Risk On” trading across all asset classes. First Citizens Bancshares / $FCNCB is buying $119 billion of #deposits and $72 billion of #loans from failed Silicon Valley Bank.
Feb 22, 2022 • 5 tweets • 2 min read
My take? This is where the rubber hits the road. We've had the predictable Putin Panic selloff ... and the equally as predictable "Buy stocks cuz what does Ukraine have to do with the price of $AAPL " bounce. Now, we see what's next. Personally, I think this market is in ... ... trouble because the issue isn't just what's happening in Eastern Europe. Just as some might say "Ukraine doesn't matter to $AAPL " ... I'd say "Neither does Ukraine change the fact we're in the midst of a significant #tech meltdown/repricing that resembles early...
Feb 9, 2022 • 4 tweets • 2 min read
Good morning! This is some great data about the yield curve, #Fed hiking cycles, and how markets / $SPX react. The short version? Don't listen to all the claptrap you'll undoubtedly hear about how an inverted curve "doesn't matter" and/or "doesn't mean anything" when ... ... the curve inverts in this cycle. My take has been since last spring (and remains so today) that it'll happen a LOT earlier in this hiking cycle than the Dudleys of the world predict. But also, don't "jump the gun" and get short the market when the curve is only flattening ...
Feb 27, 2020 • 7 tweets • 2 min read
(1/n) One more time so my position is clear, here is something I shared earlier this morning:

"Certainly, I had no idea of the magnitude or timing of this virus news. So, I didn't know/couldn't know we'd lose 1,900 Dow points in two days!" (2/n) "But I think the swift, severe, virus-related reaction shouldn't blind us to the broader, longer-term issues facing this market/economy. In other words, while virus news is driving the short-term action, much more is going on here and has been for a few quarters now."