Lawrence McDonald @Convertbond
NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport linktr.ee/lawrencegmcdon… New York, NY Joined March 2009-
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Moving Parts 1. U.S. economy expanded by 1.6% in the first three months of the year, down from 3.4% in the fourth quarter - Bureau of Economic Analysis vs. 2. Atlanta Fed 3.8% GDP Now.
Oh, those pesky green strings attached...
Oh, those pesky green strings attached...
Never, ever Forget - Regime Change Math...
Pretty neat trick, you have a kick-ass, cash cow advertising company and you are so bored you blow $45B on the metaverse and then jump into AI and say "look over here, NOT over there." Hilarious.
Pretty neat trick, you have a kick-ass, cash cow advertising company and you are so bored you blow $45B on the metaverse and then jump into AI and say "look over here, NOT over there." Hilarious.
Retail (the "strong" consumer) is interesting through the XRT lens. Most companies are highly leveraged in retail, thus higher oil - rates are a problem. The XRT is still nearly 30% off the "stimmy check" -- "ZIRP world" highs... Whereas, energy companies, insulated from higher…
As term premiums rise in fixed income (bond market), capital moves out of long-duration "strong growth" equities into companies that own hard assets. New book ideas? - See "When Markets Speak" on Amazon.
Oh those classic 2020 Presidential debates — “We’re going to kill shale oil production, I can guarantee you that.” — With a huge applause 👏 from the audience.
Oh those classic 2020 Presidential debates — “We’re going to kill shale oil production, I can guarantee you that.” — With a huge applause 👏 from the audience.
APPLE’S OPENAI TALKS INTENSIFY AS IT SEEKS TO ADD AI FEATURES *Buy our stock please, we are an AI company.
I'm sorry, did you say energy prices are down? They're up 36% since Jan '21. Sure, they're down from the record high in Jun '22, but they aren't down anywhere near pre-pandemic levels or where they were in Jan '21:
I'm just going to leave this right here...
China Tech $KWEB +2.8% US Tech $QQQ +1.3% *So - we have "blowout" earnings from GOOGL and MSFT and $KWEB is besting QQQ by 150bps??? Hello??? How rare an event is that?
Core PCE inflation over the last 3 months was a 4.4% annual rate. That is higher than any time from Nov 1990 to Mar 2021. Yes, there were special factors, seasonal issues, etc. But there were also special factors & seasonal issues at various times in those previous 30 years.
*ACTIVIST ELLIOTT SAID TO BUILD $1 BILLION ANGLO AMERICAN STAKE - Bloomberg. *Someone read "When Markets Speak." Anglo American plc is a British multinational mining company with headquarters in London, England. It is the world's largest producer of platinum, with around 40% of…
Since - Paris Accords in 2015** Coal-fired Generation Capacity China: +233* USA: -95 **Price of coal +144%. *233 gigawatts is roughly enough to power nearly 260,000 American homes. Just the News, Bloomberg data
Since Covid - After $16T of fiscal and monetary support, Nominal GDP growth dropped to the lowest level since q1 2021, when half the US was still in quasi lockdown.
Paulo Macro @PauloMacro
140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Jared Dillian @dailydirtnap
83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Michael A. Arouet @MichaelAArouet
75K Followers 766 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Kevin Bambrough @BambroughKevin
45K Followers 438 Following Retired Investment Professional on the side of truth and fairness. Tweets are just my opinions and not advice or recommendations. Looking for 10x in 10yr stuff
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Menthor Q @MenthorQpro
53K Followers 152 Following Macro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Branko @Branko069
37 Followers 61 Following
Martin Waleij @WalM12345
51 Followers 212 Following
Joshua Crosley @JoshuaJo51238
3 Followers 55 Following
timo kar @timokar3
66 Followers 564 Following
Asia Frontier Capital @AsiaFrontierCap
4K Followers 5K Following Asia Frontier Capital is a #fundmanagement company managing #equity #funds: AFC #Asia #Frontier #Fund #AFC #Iraq Fund AFC #Uzbekistan Fund AFC #Vietnam Fund
futurespeculator @futurespeculatr
1 Followers 58 Following
Cypher McGregor @cypherpunkt
28 Followers 100 Following
老板是头猪 @m2405rm2405
46 Followers 346 Following
Jawaid Ekram @ekram_jawa24292
13 Followers 68 Following
ConnectingDots @ConnectDotsInfo
69 Followers 247 Following Over #Geopolitiek, #Economie en #Edelmetalen / about #Geopolitics, #Economics and #PreciousMetals
cressencia.coaching @cressencia_en
60 Followers 464 Following ▶ Welcome to Cressencia Coaching ▶ English for Business and Finance Mentoring ✨ ▶ Schedule now your first online mentoring session ✨
dr.özgür korkmaz @drzgrkorkm7397
7 Followers 136 Following
PhilVZ @phil_vz
325 Followers 998 Following
Explorador Libertario.. @DurinLiberty
8 Followers 288 Following Libertad | Ancap Socrático 💛🖤. Economía y Filosofía. Anti-totalitarismo. Derecho Natural 🗽Dinero Solido 🪙
Ruseman 🎦🇫🇯�.. @titanticboy
57 Followers 783 Following Never in the field of human conflict have so many… lost their fucking minds. Team Humanity.
Barry Bruton @Frankuser68
2 Followers 280 Following
Larry Perlov @LarryPerlov
1K Followers 568 Following Chief Executive Officer, @Illumiti | Future of Enterprise Technology and SAP | Business Transformer | Leadership with Impact
Usgoog Le @UsgoogL
29 Followers 2K Following
MrTed237 @MrTed237
132 Followers 774 Following
Yevtusa @yevtusa
80 Followers 280 Following
Onegirlinvestor 🎱 @onegirlinvestor
0 Followers 16 Following Tiny Private Investor | Focused Portfolio | Long Live Buffett !!! 🏆
安东尼 @ap_kh2022
0 Followers 109 Following Just an ordinary dude, based somewhere in SE Asia, following financial market developments. Not posting contents & not looking for followers.
Wayne Wiesen @wwbaylor87
12 Followers 53 Following
Chris Fierer @fierer
433 Followers 5K Following Living life intentionally. Product, Strategy, Data, & Analytics. Opinions my own.
Chow @AEudemon
128 Followers 1K Following
J. Fuller @JFuller578329
1 Followers 4 Following
𝓨𝐀Su𝒩α𝑟I.. @e69lv6ua8g6g
430 Followers 3K Following 投資歴20年.FX歴15年のファンダ兼テクニカルトレーダー！ FXで培った知識から仮想通貨・株式投資、不動産も。 FXはここ5年億を切った事ないのと、ほかの投資関連・ビジネス経営関連で年収は３億くらいかな？ よろしくです🦓 下のLINE@でお得な投資情報、主にFXについての稼げる内容配信中です！
desfront9 @desfront9
526 Followers 1K Following I do not respond to DMs. Say No to a Big Australia! Sign and share: https://t.co/7Ayy1z2Amg
ラガヴーリン「.. @investorym
141 Followers 825 Following Z世代で最も人生経験値が高い俺・ジョージソロスとラリーフィンクに憧れて・現在の目標資産100億円のうち0.18%、過去合計+600%. Ben Graham is no longer an intelligent investor in today’s market. 10月新卒ニート誰か雇ってください。
C. K. Ngok @NgokChiKeung
49 Followers 326 Following Journaling and taking accountability for my trades
Jensen @Jensen748133
124 Followers 431 Following
Mark Tobin 🇮🇪�.. @mtobinwex
2K Followers 1K Following Micro & Nano Cap Equity Analyst, with many non finance interests. Co-Founder of 2 humans. Also found at @cmicrocaps
Ashley Rambukwella @Genghiskhan100
51 Followers 1K Following
Ellie___xh77 @AveryHa56974188
272 Followers 81 Following Travel ✈️ |Beach 🌊|Yoga 🧘♀️|Hardworking person|Like to explore and experience new things|#windenergy|#travel
Scorky Scythy @TJemic
238 Followers 149 Following And so St. Scythe put his ear to the earth, and his head became filled with the laughter of the earth.
MarkyLee24 @MarkYLee24
89 Followers 1K Following
Paulo Macro @PauloMacro
140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Andy Constan @dampedspring
133K Followers 328 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
David Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Jared Dillian @dailydirtnap
83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Michael A. Arouet @MichaelAArouet
75K Followers 766 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Kevin Bambrough @BambroughKevin
45K Followers 438 Following Retired Investment Professional on the side of truth and fairness. Tweets are just my opinions and not advice or recommendations. Looking for 10x in 10yr stuff
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
talmon joseph smith @talmonsmith
13K Followers 3K Following economics reporter @NYTimes for @nytimesbusiness || formerly @GQmagazine, NYU, @tufts|| newyorleanian || [email protected]|| rep’d by @aevitascreative
Spencer Hakimian @SpencerHakimian
2K Followers 246 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
Power Engineering Int.. @PowerEngInt
7K Followers 2K Following Across digital, online and print we bring you news, analysis, thought-leadership and more about the global energy sector.
Doug Henwood @DougHenwood
32K Followers 4K Following Journalist/radio host. “Effete ‘sound money’ Marxist." “Risible footsoldier for the ownership class.” “Utter zero.” “Stalinist schoolyard bully!”
Ravi Gullapalli @RaviGullapalli
2K Followers 1K Following
Gunwale Capital @GunwaleCap
848 Followers 807 Following Not investment advice, views my own, generalist global l/s, cross cap structure. also, not going to have a US recession
Kevin Gordon @KevRGordon
1K Followers 159 Following Director, Senior Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/5libsyZoqZ
Steve Purdom @MadScouser2012
62 Followers 110 Following Liverpool mad. Likes data. Loves logic. Lives life to the full.
Calendarize @PatriciaQ85766
8 Followers 21 Following
Retirement Success @Retire_Success
231 Followers 194 Following Helping you plan and achieve the future of your dreams! #FinCon
Benji Hyam @benjihyam
11K Followers 751 Following I say things how I see them. Sharing observations on mktg, startups & stock/crypto markets. Co-Founder @growandconvert https://t.co/zomwdqvtuu
Weekend Analyst @weekendanalyst
88 Followers 208 Following Avid Analyst | Economics, Finance, FX and Crypto. Support me via Trading: FX @ GoMarkets https://t.co/6hEzcRGAPF Crypto @ HTX https://t.co/7Myud59PV6
Matt Magee, CFP® @FW_MattyIce
149 Followers 165 Following Helping families and individual investors make smart financial decisions.
Juan Gomez @gomez_juan_
10 Followers 79 Following
Bill Mason CFA - Hard.. @BillCMason
186 Followers 329 Following CFA Value Financial Advisers Value Investment for individuals: strategic investment selection not the standard 60/40 - relinquish responsibility portfolio.
John T. Chambers @JohnTChambers
26K Followers 85 Following Grandfather/father/husband/startup advocate/market transition predictor. Founder @JC2Ventures, Chairman Emeritus @Cisco, Chairman @USISPForum, @LaFrenchTech Amb
JC2Ventures @JC2Ventures
3K Followers 21 Following Mentors of digital innovation. We help global startups scale, grow, and create inclusive jobs for the digital future.
Dennis Ross @AmbDennisRoss
16K Followers 312 Following Former negotiator, Warriors, Niners, Giants, UCLA fan, and proud Saba of Dan, Michael, and Ben-Ben
Gavin Bade @GavinBade
13K Followers 8K Following Trade and economics reporter, @POLITICO. Bari sax, @futurebanddc. Michigander, DC resident, Georgetown Hoya, #LFC, #DontMuteDC. DM open.
Dr. Chris Moore @DrChristopMoore
77 Followers 96 Following
Elica Le Bon الیک.. @elicalebon
77K Followers 305 Following Daughter of Iran // Attorney, activist, artist, and other such labels that belie the illimitable dimensions of human existence
Brian2112 @BrianK2564
59 Followers 55 Following
Will DeCotiis @Will_DeCotiis
7K Followers 1K Following CEO & Co-Founder @spectacles_gpt | Founder @decotiis_data | Opinions are my own and DO NOT constitute investment or legal advice | I keep the receipts 🧾
Daniel Blomqvist @BlomqvistD
176 Followers 1K Following Hello I am Daniel from Finland. Interested in business and politics
Complete Intelligence @complete_intel
5K Followers 1K Following CI is a globally integrated proprietary AI/ML forecasting platform for finance and planning automation. Stop Guessing. Start Planning. Succeed.
T3 Live @t3live
18K Followers 273 Following Follow for #trading ideas & education. Serious traders only. 👋 100+ FREE Lessons ➡️ https://t.co/MX1sVmitgR
Don Murphy @donmurphy12a
5K Followers 200 Following Access of an Insider, Passion of an Outsider. "America’s Top Conservative Legalization Advocate" and "The Weed Whisperer"-@Leafly. A Substance Based Speculator.
Giuseppe Cicatelli @CicatelliGiusep
2K Followers 160 Following Entrepreneur, Investor, Father & Philanthropist. President @BacaliaGroup
Ten_Bagger @Ten_Bagger
43K Followers 954 Following Investor & Trader. Ex Equity Sales Trader. Tweets are own opinions, no advice. Co-founder of Marketmate - The Nordics' only independent ETP screening platform.
Monty @monty1482
228 Followers 674 Following Expert on whatever’s trending on X/Twitter. Always forgetting what I remembered. This week I'm an aspiring finance professional.
Dan Lightfoot @SellinghomesAz
282 Followers 366 Following Seasoned Realtor located in Phoenix focused on Real Estate & Finance
StoicBarbarian🏺 @StoicFlipper
305 Followers 305 Following How ridiculous and how strange to be surprised at anything which happens in life.
Rich Ringer @ringer_rich
135 Followers 160 Following
Aaron Edelheit @aaronvalue
12K Followers 882 Following Subscribe to my newsletter: https://t.co/cgZkdQgz2I CEO of Mindset Capital. I’m also the author of The Hard Break: The Case for a 24/6 Lifestyle.
The Oracle of Orange .. @The_Greggy_D
91 Followers 437 Following BA in History and Sociology, Individual Investor, Speculator in Uranium and Tin, because I’m a Girl Dad.
J₿ Engelhart @JBEngelhart
329 Followers 3K Following Master of laws, angel investor, trader. Writing on geopolitics and investments x crypto.
Adam @SollyMacro08
305 Followers 720 Following Chem Eng, Finance MBA, ex mining/acid $FCX and optical $GLW engineer, Director $CMCSA, Mandarin, macro, investor in real estate, commodities, agriculture
Nick Jackholeson @NickJackholeson
91 Followers 1K Following
Forward Guidance @ForwardGuidance
14K Followers 64 Following Macro Investing podcast. Taking viewers into the beating heart of the Global Financial Machine. hosted by @JackFarley96 on @Blockworks_
KEDM.com @KEDM_COM
10K Followers 378 Following We monitor actionable, event driven special sits. Find us at https://t.co/5pyfVsftj4
Aurelius @Aureliusltd28
4K Followers 218 Following What is essential is invisible to the eye. https://t.co/iw8meAvEkC Opinions, my own & not financial advice.
Seeking Alfalfa @CouleeCapital
197 Followers 915 Following Gone Farming. Here to don chain mail and frolick among the falling knives, looking for da cheapies.
Hugo Ferrer @ContraInvest
68K Followers 1K Following ► Gestor Inversiones en GPM ► Profesor Experto Bolsa Universidad Alicante ► Columnista medio nacionales ► 🎓 Únete al Club Bursátil https://t.co/TOoko0h4VP
John Anderson @JayayInLA
515 Followers 2K Following micro family office….recovering asset based lender…former SVP national apartment portfolio
Many people I talk with have underweight international stocks or shunned them altogether. They point to 1) lackluster returns since the financial crisis, 2) say that US companies earn about 40% of the revenue from overseas so…
Professor Scott Galloway joined me on my podcast this week and shared his thoughts on the Columbia and NYU protests. This is a must-watch episode.
@Convertbond After the first couple of years of steep declines, the remaining base (of less steep declines) is higher than 2015 production levels before those steep declines.
Amazing couple years for great books ...thank you @AlexEpstein @caroljsroth @Convertbond @JackFarley96 @JavierBlas @ErnestScheyder
Learning about the Internet in 1994.
@Convertbond I wouldn't be shocked if the Bank of Japan sold a lot more US Treasuries to defend their currency exchange rate or if they started to draw US Dollar currency swap lines from the Federal Reserve Bank.
@Convertbond BHP wants Anglo American to get rid of their PGM exposure before a deal closes. PGM is cheap and hated now. BHP and Rio Tinto made some very large mistakes buying lithium mines at high valuations a few years ago. Risk vs reward for PGM is good now.
Worried about credit card DQ's? As expected, starting to head lower in March. This from $SYF (Synchrony Financial).
@Convertbond Larry, You have made several clarion calls on this and deserve kudos for your consistency and commitment to show the hypocr1sy of the climate movement.
HY CCC OAS Spread over BBBs is now Rising. In all likelihood the Tights are Already In… Just my 2c $HYG
EBITDA estimates for $ARCH at $121M. I’m at ~$130-135M after adjusting for bad Q1 MSHA data at Leer/Leer S (-750kst) and Black Thunder (-4Mst), a lower HVA price, and a little extra off for ~2 weeks of BMore bridge effects. Gonna matter how they communicate Q2 expectations!
Thoughts on kicking off #CoalTwitter earnings season w/ $ARCH in the morning: thecoaltrader.com/updates/
@Convertbond Finished it this past weekend. It was a great read.
@Convertbond Bedtime reading. Right now.
ECB seems to be keen to clearly telegraph to the market that June cut is a 1,000% certain come hell or high water, while simultaneously telling us that after that, anything could happen: cuts, no cuts, follow the Fed, don't follow the Fed. It's a strange type of forward guidance.
Yellen says “it is necessary & urgent for our international coalition to unlock the value of immobilized Russian sovereign assets to support Ukraine’s continued resilience and reconstruction,” and that she will “continue intensive discussions” with G7 partners.
M2 is still about $3 trillion above the pre-pandemic trend; oh gee-whiz, could this be related to higher prices? Nah, must just be Russia... Btw - this is the highest monthly M2 level in a year, so forget about deflation:
First $KAP, then rumors of a Q1 miss at $CCJ. Now $URE has issues. Who else is gonna miss uranium production targets?? Mining is hard. Ramping up a mine is harder. Where will the lbs come from…??
@JulianKlymochko Very interesting. What are Risk Arb spreads for plain vanilla friendlies yielding now on an unlevered basis?
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