Stock Market peaked in October 2007 while the Fed started to lower rates in September.
That's the tweet.
Insightful 🧵pulled from DM with @GraphFinancials
1/8
Remember:
New Century mortgage originator filed for bankruptcy in April 2007.
6 months before.
2/8
Jun 26 • 14 tweets • 8 min read
My Bloomberg Interview Notes - "Can The Rally Hold?"
Bloomberg hosts, Vonnie Quinn and Abigail Doolittle, have invited me on to talk about the macro backdrop I see forming as we head into the 2nd half of 2024.
In a 7 minute segment, no way can I get my perspective across, but in preparation for the interview Tuesday, I put together the following notes which I had sent to clients.
Here's the interview; Below the notes 🧵
What’s Bullish For Markets Into Year End?
1. Forward earnings growth. Actual earnings have been basically flat for 6 quarters, but EXPECTATIONS have triggered a closed loop of equity outperformance. Stocks have risen on strong forward earnings which are strong because analysts expect a strong economy supported by higher stocks.
Jan 27, 2020 • 4 tweets • 1 min read
I watched all of this interview and felt it was balanced/professional enough to recommend you watch as well.
Absent public health interventions... Dr Gabriel Leung Dean of Medicine in Hong Kong offers the following best-guess projections: 1/4
Dr Leung... 2/4
1. Fatality rate of 3-5% is underestimated (SARS was 17%). Data needs time to track from Infection to Symptoms, Diagnosis, Treatment + Result (recovery or death).
