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True Alpha Wealth Management @TrueAlphaWM

At True Alpha Wealth Management we help clients navigate significant changes in their lives, or business and motivate them to make good decisions in tough times truealphawm.com Sandusky, OH Joined January 2019
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Luke Gromen @LukeGromen

2 months ago

Thanks for having @LynAldenContact and me for a discussion, @BTCsessions. Enjoyed it!

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BTC Sessions 😎 @BTCsessions

2 months ago

🚨 "Iran doesn't need to beat the US military — they just need to beat the US Treasury market." The Strait of Hormuz crisis explained + what it means for Financial Markets and Bitcoin w @LynAldenContact & @LukeGromen. Full interview 👉 youtu.be/6tkKoMEiFDk

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True Alpha Wealth Management @TrueAlphaWM

5 months ago

@philrosenn @profplum99 Fantastic - well done, Mike!!!

True Alpha Wealth Management retweeted
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Phil Rosen @philrosenn

5 months ago

Ivory Tower academics and economists have been wrong about the economy, tariffs, and affordability over the last several years. Yet they are the ones who pushed back most on Mike Green's (@profplum99) viral essay about the $140,000 poverty line.

True Alpha Wealth Management retweeted
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Ray Dalio @RayDalio

12 months ago

It’s critical that we bring our deficits down — and soon. Since one man’s debts are another man’s assets, debt problems pass through the system very quickly. When there’s a lot of debt, like there is today, it has to be sold — and we’re now at a point where there aren’t enough buyers for that debt. Historically, when that happens, bad things follow. So we need to get this problem under control and we need to do it fast.

True Alpha Wealth Management retweeted
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Dan Niles @DanielTNiles

a year ago

Yesterday, $JPM CEO Jamie Dimon said he believes Wall Street estimates for S&P earnings growth will go to 0% from 12% to start the year as the impact of tariffs work through the economy “which means PE will come down.” He also said asset prices are “kind of high” and credit spreads are “kind of low.” On tariffs, he said that even after the reprieve that today’s levels were still “pretty extreme” and that investors had an “extraordinary amount of complacency.” As a reminder, Dimon warned of an economic “hurricane” in June of 2022 before the banking crisis in March of 2023 with 4 firms with $1.7 trillion in assets failing including Credit Suisse. Before the GFC, Dimon said that by late 2006, JPMorgan was already seeing issues in subprime mortgages. In a February 2008 investor presentation, JPM pointed out that mortgages were “imploding at a rate far worse than expected.” Lehman Brothers failed in September of that year. JPM ended up buying troubled financial institutions during both the Global Financial Crisis and banking crisis in 2023 given Dimon had positioned the firm so well before the issues. Given the S&P closed up yesterday despite the Moody’s downgrade of credit, I am sure many of you will dismiss his comments. I would point out that with $4.4 Trillion in assets, JPM has more granular data on the health of the US economy than almost anyone. More importantly, Dimon’s correct interpretation of the data is in my opinion better than anyone else’s. Since Dimon becoming CEO at the end of 2005 through 5/19/25, JPM’s stock return including dividends is up 1012% versus the S&P up 596% and the S&P Financial Services Sector up 199%. And by the way, JPM beats the Nasdaq as well at up 971%. Dimon has to see things early when trying to position a company with more assets than anyone on the planet. While the stock market may hit new highs in the near-term during this 90 day tariff reprieve for reasons I have discussed before, I continue to believe that the holidays will be a much rougher time for markets.

True Alpha Wealth Management retweeted
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Kantro @MichaelKantro

2 years ago

👀#hopE

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Parker Ross @Econ_Parker

2 years ago

This morning's Conference Board Consumer Confidence report was surprisingly downbeat, dragged down by a continued deterioration of consumers' assessment of the present labor market situation. Consumer Confidence declined by nearly 7pts to 98.7 (consensus 104) in September, with

True Alpha Wealth Management retweeted
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Danielle DiMartino Booth @DiMartinoBooth

2 years ago

Can someone remind me that it’s my imagination that the media is gaslighting the public about the “strength” of the job market? Even better, some cocky sadist was chastising those complaining that there were no jobs because there are jobs “everywhere for those who are willing.”

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QE Infinity @StealthQE4

2 years ago

Recruiters take on the current job market:

True Alpha Wealth Management retweeted
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Squawk Box @SquawkCNBC

2 years ago

According to technician @StocktonKatie, high-volatility cycles - which she says the market entered with the early-August sell-off - typically last 9-12 months. "We think it'll carry into early 2025," she says.

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True Alpha Wealth Management @TrueAlphaWM

2 years ago

Well written and well said!

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True Alpha Wealth Management @TrueAlphaWM

2 years ago

@RobertKennedyJr I think that all sounds fantastic! Please expand on what each point means in Simple terms please.

True Alpha Wealth Management retweeted
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Bravos Research @bravosresearch

3 years ago

Existing home sales typically decline before recessions This time is not different

True Alpha Wealth Management retweeted
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Bravos Research @bravosresearch

3 years ago

The housing market has weakened significantly Buying conditions have plummeted to levels only seen 2 times in over 60 years Both ended in major recessions

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True Alpha Wealth Management @TrueAlphaWM

3 years ago

@jessefelder @SoberLook How about a chart showing what they look like in bear market bounces…

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Michael Taylor @Mike_Taylor1972

3 years ago

Fed will not hike again. This is not a good thing.

True Alpha Wealth Management retweeted
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Tom McClellan @McClellanOsc

3 years ago

Latest M2 data released today at fred.stlouisfed.org/data/M2NS.txt showed slight upward revisions of the last 4 months' readings, but still falling 4.0% from year ago. It is an even bigger drop when measured in terms of GDP. This is NOT bullish for stocks.

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True Alpha Wealth Management @TrueAlphaWM

3 years ago

Excellent!

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Eric Basmajian @EPBResearch

3 years ago

epbresearch.com/three-sequenti…

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True Alpha Wealth Management @TrueAlphaWM

3 years ago

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate. myf.mg/gSGe

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True Alpha Wealth Management @TrueAlphaWM

3 years ago

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article. myf.mg/gQTq

True Alpha Wealth Management retweeted
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Tier1 Alpha @t1alpha

3 years ago

ISM puts the current odds of a recession at 80%, which suggests that we are either in or fast approaching a significant economic slowdown. Elevated inflation, which likely delays aid from the Fed, and a violently divided Congress, which limits fiscal, suggests imminent danger.

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True Alpha Wealth Management @TrueAlphaWM

3 years ago

Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance myf.mg/gP9C

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