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Seth Golden
@SethCL
J.P. Morgan's Marko Kolanovic:
Q1 high point for markets
Fed more likely to pause, pivot only if recession
End… twitter.com/i/web/status/1…
Q1 high point for markets
Fed more likely to pause, pivot only if recession
End… twitter.com/i/web/status/1…
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Seth Golden
@SethCL
Oppenheimer's Ari Wald:
️The excesses in Tech from Covid-era have cleared. ️Cracks in Value trade; Growth provid… twitter.com/i/web/status/1…
️The excesses in Tech from Covid-era have cleared. ️Cracks in Value trade; Growth provid… twitter.com/i/web/status/1…
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Seth Golden
@SethCL
Waiting for recession signals. Opportunity Cost Risk
Would you rather?
Suffer drawdown ahead of/through recess… twitter.com/i/web/status/1…
Would you rather?
Suffer drawdown ahead of/through recess… twitter.com/i/web/status/1…
Seth Golden
@SethCL
Wife is out of town for the week.
Funny, all these years she told me our kids didn’t come with instructions
I’… twitter.com/i/web/status/1…
Funny, all these years she told me our kids didn’t come with instructions
I’… twitter.com/i/web/status/1…
Seth Golden
@SethCL
Final Observation:
Financial conditions are easing
Global Equities breaking out
Global economic conditions impr… twitter.com/i/web/status/1…
Financial conditions are easing
Global Equities breaking out
Global economic conditions impr… twitter.com/i/web/status/1…
Seth Golden
@SethCL
Goldman Sachs Jan Hatzius:
"Most unusual recession, if even, would be quite mild in 2023."
Excess savings is u… twitter.com/i/web/status/1…
"Most unusual recession, if even, would be quite mild in 2023."
Excess savings is u… twitter.com/i/web/status/1…
Seth Golden
@SethCL
Goldman Sachs:
Strong disinflation in 2023 #CPI
Wage deflation
Seminconductor chips bounced already
Cons… twitter.com/i/web/status/1…
Strong disinflation in 2023 #CPI
Wage deflation
Seminconductor chips bounced already
Cons… twitter.com/i/web/status/1…
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Seth Golden
@SethCL
Goldman cutting $SPX '23 EPS growth to
If #recession, may see -11% decline.
Median EPS decline in recession is… twitter.com/i/web/status/1…
If #recession, may see -11% decline.
Median EPS decline in recession is… twitter.com/i/web/status/1…
Seth Golden
@SethCL
Fed WANTS to raise to ~4.5%.
Scenario: Thursday’s #CPI and reaction if…
$SPX finds 3,400s $DXY finds $115s … twitter.com/i/web/status/1…
Scenario: Thursday’s #CPI and reaction if…
$SPX finds 3,400s $DXY finds $115s … twitter.com/i/web/status/1…
Seth Golden
@SethCL
Remember Fun Facts:
Since 1942, $SPX has NEVER delivered a negative return from November midterm election year th… twitter.com/i/web/status/1…
Since 1942, $SPX has NEVER delivered a negative return from November midterm election year th… twitter.com/i/web/status/1…
Seth Golden
@SethCL
Unpopular Fact pic.twitter.com/YIgDJNvuXW
...but wait! There's more!
1.
fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
