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Kantro @MichaelKantro

Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice pipersandler.com/research/macro… United States Joined February 2014
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MichaelKantro Profile Picture

Kantro @MichaelKantro

3 days ago

True. But it was ‘93, playing with the @HawkeyChiTown against my bro w/ @NYRangers

80sSportsNStuff Profile Picture

80s Sports N Stuff @80sSportsNStuff

3 days ago

True. But it was ‘93, playing with the @HawkeyChiTown against my bro w/ @NYRangers

MichaelKantro Profile Picture

Kantro @MichaelKantro

4 days ago

👀#hopE

DiMartinoBooth Profile Picture

Danielle DiMartino Booth @DiMartinoBooth

4 days ago

👀#hopE

MichaelKantro Profile Picture

Kantro @MichaelKantro

4 days ago

Today the BLS told us we lost jobs in Q3 of last year. Sample of 9m vs NFP’s 700k. 🙄bls.gov #hopE

MichaelKantro Profile Picture

Kantro @MichaelKantro

4 days ago

Joining @YahooFinance⁩ at 3pm ET to discuss the #macro and #market outlook, earnings season and the #Fed. Little bit of everything. #hope

MichaelKantro Profile Picture

Kantro @MichaelKantro

4 days ago

Softer employment data would be welcomed news for markets and the #Fed. 👀#hopE

j77324 Profile Picture

Warn Tracker 2.0 @j77324

4 days ago

Softer employment data would be welcomed news for markets and the #Fed. 👀#hopE

MichaelKantro Profile Picture

Kantro @MichaelKantro

4 days ago

Yesterday's segment with @cvpayne on @FoxBusiness foxbusiness.com/video/63514973… #FoxBusiness #macro #hope

MichaelKantro Profile Picture

Kantro @MichaelKantro

4 days ago

Looks to me that history does repeat often … 👀. It’s always the “E” in #hopE that widens spreads. Hasn’t happened in claims or NFP thus far. Though, some softer E is a much needed relief from higher rates. The bar may be higher today to widen spreads initially. This looks like…

TaviCosta Profile Picture

Otavio (Tavi) Costa @TaviCosta

5 days ago

Looks to me that history does repeat often … 👀. It’s always the “E” in #hopE that widens spreads. Hasn’t happened in claims or NFP thus far. Though, some softer E is a much needed relief from higher rates. The bar may be higher today to widen spreads initially. This looks like…

MichaelKantro Profile Picture

Kantro @MichaelKantro

5 days ago

Unless you look beyond America’s best and biggest companies. #BifurcationNation #hoPe

MikeZaccardi Profile Picture

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

6 days ago

Unless you look beyond America’s best and biggest companies. #BifurcationNation #hoPe https://t.co/OWBNQGgIlM

MichaelKantro Profile Picture

Kantro @MichaelKantro

5 days ago

This won’t stop rising until interest rates fall sharply. R* isn’t a binary factor/condition. #bifurcationnation #macro

KobeissiLetter Profile Picture

The Kobeissi Letter @KobeissiLetter

6 days ago

This won’t stop rising until interest rates fall sharply. R* isn’t a binary factor/condition. #bifurcationnation #macro

Kantro retweeted
j77324 Profile Picture

Warn Tracker 2.0 @j77324

6 days ago

This is an interesting paper that investigates why unemployment claims are so low compared to 30 years ago. research.upjohn.org/cgi/viewconten…

MichaelKantro Profile Picture

Kantro @MichaelKantro

5 days ago

“Turns out, not where, but who you’re with that really matters” 🎶🎤🥁🎹🎺🎻🎸 congrats @davematthewsbnd

davematthewsbnd Profile Picture

Dave Matthews Band @davematthewsbnd

6 days ago

“Turns out, not where, but who you’re with that really matters” 🎶🎤🥁🎹🎺🎻🎸 congrats @davematthewsbnd https://t.co/itB4OL94D0

MichaelKantro Profile Picture

Kantro @MichaelKantro

6 days ago

Joining the great @cvpayne around 2:30ET pm on @FoxBusiness to discuss #markets, #macro, and #momentum. Happy Monday! #hope

MichaelKantro Profile Picture

Kantro @MichaelKantro

a week ago

4202024 both ways #macro

Kantro retweeted
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Global Value Hunter @stockjock84

a week ago

Momentum stocks as % of $SPX. chart from @MichaelKantro

Kantro retweeted
matthew_miskin Profile Picture

Matthew Miskin, CFA @matthew_miskin

a week ago

The 10 yr. Treasury yield rules everything in markets (for the most part). Great chart from @MichaelKantro with 10 yr. Treasury yield levels & likely impact on #stocks. My view has been the 10 yr. yield likely rises until something breaks. Only way to stop the inflation cycle.

Kantro retweeted
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Ryan O'Connell @ryanoconnell79

2 weeks ago

Sublime continues to be one of the more unique stories in music history. Band’s on the rise, frontman dies, band gets big, influences tons of bands & then 30 years later return w/ late frontman’s son filling it for his dad. #Sublime

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