#Equities

Dan McMurtrie

SuperMugatu

The market is probably correctly pricing virus re closures as forcing expanded UI, more fiscal support etc. SPX will correct to 2600-2900 if it has to force Congress. Base valuations

Joe

realJosephRich

1/ I've been thinking about why I am so invested in FinTwit. It's simply this: I believe that everyone should have the opportunity to achieve their own version of financial

Steve Miller

stvemillertime

A #dailyyara thread on collection of binaries by non-malicious (but threat dense) equities: ELF SOCKS5 edition.I'm an advocate for finding malware and intrusion sets based on "rare equities," files that

Chamath Palihapitiya

chamath

Some people scratch their heads when they see valuations of stocks justified by 2024E or 2025E numbers. Their instinctive reaction is to be dismissive but that’s lazy thinking.Here’s a secret

Sven Henrich

NorthmanTrader

Hard truth: The bottom 50% in America are totally screwed. They literally see zero benefit from the Fed's asset price inflation game.The gaul of Jay Powell to claim low rate

Alex Good

goodalexander

The past month I've been focusing on monetizing meme stocks through algo trading. It's gone well (now ~12.2% ytd with .1% drawdown). Macro has been playing out too though -

a h

alexharfouche1

#irrationalebullience If you want to understand the nature of this asset bubble and the epic capital mis-allocation at it’s heart, look no further than rates. CB’s only tool to push

Stretching Spreads

FadingRallies

1/x) Equity Vols have remained elevated following the March 2020 crash, as we continuously hear about $VIX remaining elevated. The common notion is that this is mostly attributed to hedging

Chase_NL

Chase_NL

$ETHFool me once, shame on you.Fool me twice, shame on me.Fool me for the 100th time, I'd be an idiot to trust this formation.And if it pumps right through, I'm

Prathamesh Godbole

prathgodbole

Thread of random observations and forecasts for the coming decade - on markets and the world in generalCycle lengths to b much shorter. Business cycle is being, and will continue

ᴊᴀʏ | ᴢʟᴀᴘᴘᴏ 👨‍💻🔥🚀

therealjayber

I don't know who needs to hear this, but the #1 way wealthy people lose their wealth is malinvestment, not overspending.The problem with investing wealth is that you think you're

Raoul Pal

RaoulGMI

The Election Risk - Blue Wave or Red Wave - the markets are going into this all one one side of the boat and that to me suggests that after

Ari Paul ⛓️

AriDavidPaul

Biggest thing to watch in the macro world is the 10 year treasury yield. All else equal, rising yields crush basically all risk asset prices, and imo, the single biggest

Lawrence McDonald

Convertbond

Is this Even Possible Today?On December 2, 2001, Enron filed for Chapter 11 bankruptcy protection in a New York court, kicking off one of the largest corporate scandals in U.S.

Alex Good

goodalexander

Principles of rigorous backtesting. I'm at the point where I think backtesting has no positive edge - but failing to do it well can lose you a lot of money.

Corporate Machiavelli (Attending To Final Matters)

corporatemach

THREAD:Money Printing *Boosts* Financial Industry CompensationDISCLAIMER:This is very abstract and difficult to understand. Nothing has been dumbed down so that someone with an IQ of 100 can understand it. Money

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.