SpecialSitsJack
@agressivebeats1Greenblatt wannabe and passionate about investing.
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Connor Haley has achieved a 47% annual return since he founded Alta Fox Capital in 2018. On 645 pages, he and his team analyzed the best-performing stocks of the last 5 years. Here’s what he found👇🏼
Recessions typically lag 2s10s inversion by 4 to 12 quarters. We are running on quadruple espressos or 4x the speed. The inversion of the yield curve normally happens towards the end of the hiking cycle not the beginning. Recession within the next 9 months. Clock is ticking fast.
The Wall St. mantra of “Don’t Fight the Fed” worked great during a global pandemic. Don’t forget it works both ways. CPI +7.9%, unemployment 3.6%. Expect multiple 50 bps hikes by Fed starting May 4th despite slowing growth taking mkt multiples lower. Beware of Q1 earnings season.
There it is. "TSMC says demand for smartphones, PCs starting to slow" asia.nikkei.com/Spotlight/Supp…
''The Fed isn't tapering! Their MBS holding went UP by 20 billion last month: they are lying to us!'' No, guys. Mortgage-backed securities transactions often settle weeks AFTER the purchase has been made. Stop with these conspiracy theories: the Fed is tapering.
Bipartisan House Bill to Ban Uranium Exports from Russia, @HouseGOP @HouseDemocrats 👏👏 “It’s more important now than ever for the United States to achieve mineral dominance to secure our energy supply chain needs” @RepPeteStauber stauber.house.gov/media/press-re…
Tesla trades at more than all other car companies combined, excluding Chinese and startups. #2022Investing
*RUSSIA CONSIDERING BAN ON URANIUM EXPORTS: TASS CITES NOVAK
U.S. TREASURY CURVE BETWEEN 3 AND 10 YEARS INVERTS
5s 10s have inverted. When the 2s 10s invert the market will start to delever.
U.S. SENATE UNANIMOUSLY PASSES BILL THAT WOULD MAKE DAYLIGHT SAVING TIME PERMANENT STARTING IN NOVEMBER 2023
I recommend reading the full “deal” to reopen Nickel trade at LME on Wednesday, 16 March. I mean are u kidding me: $3.5bn trades canceled! The guy still short 150,000 tonnes! Refused to “be closed out”!? JPM agreeing not to increase margins etc…! 1/5 #Nickel
*AIDE TO ZELENSKIY SAYS UKRAINE READY FOR DIPLOMATIC SOLUTION
*BIDEN TO SIGN CRYPTO ORDER AS INDUSTRY FACES SANCTIONS PRESSURE
The Tesla bubble is getting bigger, not smaller. Tesla's market cap is now equal to the following combined: Toyota Volkswagen Mercedes-Benz Ford GM BMW Honda Stellantis Hyundai Maruti Suzuki India Kia Volvo Car Tata Motors Suzuki Nissan Subaru Mahindra & Mahindra Isuzu Renault
“Remain risk-off with low leverage, the market is killing longs and shorts right now. Expect Intraday trading ranges to stretch further.”
United States Trends
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- 19. Apple Music 221 B posts
- 20. Citibike 8.432 posts
Who to follow
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pixel1wand
@pixel1wande -
Haonan He@ HN Baseline Global Hedge
@HeHaonan0918 -
🥯 The Wheel Screener
@wheelscreener -
SpaceChimp
@Sp4ceCh1mp -
pip
@pipintothevoid -
Reckless Trading LLP
@i_love_margin -
Garrett Larimer
@garrett_larimer -
LookingforInvestments
@rather_stay -
Wandering Sam
@tbonesam99 -
Braden Mutchie
@BradenMutchie -
Swapnil
@Swapnil00456809 -
Oskar F. Karlsson
@OskarFKarlsson1 -
vb
@bhar8670 -
Michael Kaspar
@Michaelbkaspar
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