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The Great Americano ☕️ 

@mpj189

Joined September 2009
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The Great Americano ☕️  Reposted

ตลาดหุ้น MSCI Asia Pacific (ไม่รวมญี่ปุ่น) มี Correlation สูงมากกับตัวเลขการส่งออก ถ้าทรัมป์มาแล้วทำให้การค้าโลกแย่ลง ตลาดหุ้นเอเชียแปซิฟิกก็ไม่วิ่ง #ksforward

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The Great Americano ☕️  Reposted

S&P 500 gained 5.7% in Nov, posting the best month of 2024.

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The Great Americano ☕️  Reposted

Mid-caps have the best returns. And it's not even close. $MDY $VO $IVOO

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The Great Americano ☕️  Reposted

Corporate Insiders are dumping shares at the fastest pace in AT LEAST the last 2 decades 🚨

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The Great Americano ☕️  Reposted

The S&P 500 does it again. The index is set to outperform the global benchmark for a 7th straight year. Wall Street already out with some forecasts for next year (side note: I guarantee those forecasts will change lol). Deutsche see SPX at 7,000. Is diversification for losers?

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The Great Americano ☕️  Reposted

The Trump rally 1. Markets are in a repeat of 2016 2. USD is up 4% on expected fiscal easing. 3. In 2016, USD rose 6% through December. 4. This 1st stage of Dollar strength can still run. 5. Tariffs start a 2nd stage of Dollar strength. 6. That stage will spark lots of EM chaos.

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The Great Americano ☕️  Reposted

JPM: As Mag 7 earnings growth decelerates in 2025, the rest of the market catches up

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The Great Americano ☕️  Reposted

S&P 500 earnings growth contracting, PE expanding. Makes no sense.

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The Great Americano ☕️  Reposted

Some McKinsey numbers on China. $BABA $JD $PDD $KWEB $HSI

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The Great Americano ☕️  Reposted

In case you missed it, Nasdaq Biotech plunged 11.2% in its worst week since May 2020 due to the RFK nomination.

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The Great Americano ☕️  Reposted

What markets once saw as a near-certainty has become essentially a coin toss: Per Bloomberg (below), markets are now pricing only a 50 percent-ish probability of an interest rate cut at the next Federal Reserve policy meeting (December 17-18). #economy #markets #federalreserve

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The Great Americano ☕️  Reposted

odds of a December rate cut now 40%.

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The Great Americano ☕️  Reposted

1.ร้านของกิน -ติ๋มสุกี้จานร้อน * อร่อยกว่าสุกี้ช้างเผือก * -ข้าวซอยแม่สาย -ลาบต้นยาง -ครัวเพชรดอยงาม -ก๋วยจั๊บน้ำข้นสามกษัตริย์ -ขนมจีนสันป่าข่อย -ข้าวมันไก่เกียรติโอชา 2.วัดสายมู ส่วนใหญ่คนรู้จักจะไปแค่วัดป่าแดด ถ้าวัดอื่นจะมี -วัดพระธาตุดอยคำ -วัดต้นเกว๋น -วัดอุปคุต…

มีใครอยู่เชียงใหม่บ้างไหมครับ 1. รบกวนแนะนำร้านอาหารที่รู้สึกว่า “เห้ย นี่คืออร่อย” แบบสไตล์สั่งเป็นจานๆกับข้าวมากินก็ได้นะครับ ไปกัน 4 คน 2. นอกจากวัดป่าแดด สายมูอยากแนะนำให้ไปที่ไหนบ้างไหมครับ สุดท้าย มีเก้งเชียงใหม่คนไหนอยากไปเที่ยวด้วยกันไหม ต้นเดือนหน้า เพื่อนเราโสดนะ!



The Great Americano ☕️  Reposted

JUST IN 🚨: Leveraged Trades in China hit highest level in 9 years - Probably Fine

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The Great Americano ☕️  Reposted

BREAKING 🚨: Semiconductor Stocks $SOXX has now traded red for 4 consecutive days, the longest losing streak since March, as it falls below its 200D moving average

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The Great Americano ☕️  Reposted

US Oct inflation report in line w/expectations. CPI accelerated to 2.6% in Oct from 2.4% in Sep as expected. Core CPI remains unch at 3.3% in Oct in line.

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The Great Americano ☕️  Reposted

S&P 500 equal weight vs 2024 and 2025 earnings estimates. Again, this has been one of the dumbest rallies I have ever seen.

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The Great Americano ☕️  Reposted

This looks like one of the most expensive markets of all -time, based on P/S, P/B, and P/E. #spx

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The Great Americano ☕️  Reposted

"Super Core" CPI (core services ex housing) up 0.3% with transportation services and medical care contributing the most.

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The Great Americano ☕️  Reposted

i can't help buy wonder if this is a very important chart right here, right now... SPDR Technology $XLK

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