Hans Lee @hansandthenews
Economics Editor and Presenter at @LivewireMarkets. Son, brother, friend, insufferable @LAKings fan. livewiremarkets.com/contributors/h… Downtown Sydney Joined June 2014-
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Future Fund asset allocation as at 31 March
This team just does not have any answers. And you’d think, after playing the same team three playoff campaigns in a row, you might have some.
This team just does not have any answers. And you’d think, after playing the same team three playoff campaigns in a row, you might have some.
He may be a bond manager by trade but @real_bill_gross certainly does have a dabble in stocks from time to time as well. Find out two of his favourites as well as where he thinks bond investors should be positioned today. livewiremarkets.com/wires/bill-gro…
Phew.
I'm often asked about an #ANZACDay tradition my Dad and I have had for a long time. This year, I finally sat down to write a little bit about why. dearhans.medium.com/the-anzac-spir…
Australia's top rates strategist, Barrenjoey's Andrew Lilley: I think the RBA are very close to hiking- it is a line ball call. I’d assign a 40% chance they hike by August and a 60% chance they don’t. Part of that 40% encompasses two hikes (so it is close to 20% of one hike, 20%…
If this isn't the truth, then I don't know what is. (then again, we've been saying this for ... 7 years probably?)
If this isn't the truth, then I don't know what is. (then again, we've been saying this for ... 7 years probably?)
The reason why this phenomenon happens from time to time (including right now) is the subject of @hansandthenews' latest explainer - READ HERE: livewiremarkets.com/wires/why-the-…
As of today, this account becomes a mix of hardcore #StanleyCupPlayoffs tweets and a small spattering of work. You’ve been warned. #GKG
What an iconic image. Good luck, Jeff!
Our conclusion is that it may be dangerous to make any investment premised on lower interest rates. A MUST read on the @LivewireMarkets website right now - from Tim Carleton and Auscap Asset Management: livewiremarkets.com/wires/interest…
Torsten Slok has re-entered the chat. Bond allocations drop by the most in more than 20 years, biggest 3-month drop in cash holdings since Dec 2020, and everyone's piling into commodities. Wow. - via @BankofAmerica
What matters is fight. Doesn’t matter who you face - everyone is after the same trophy. Do the Kings want it enough? If they want it, then we’ll see the best of them - consistently.
What matters is fight. Doesn’t matter who you face - everyone is after the same trophy. Do the Kings want it enough? If they want it, then we’ll see the best of them - consistently.
The latest Signal or Noise is now LIVE. Join me, @DianaMousina, @MerlonCap's Ben Goodwin, and @JanusHenderson's Daniel Sullivan for 20 minutes of insightful conversation around today's #commodities complex. livewiremarkets.com/wires/7-commod…
David Scutt @Scutty
25K Followers 1K Following APAC Market Analyst @CityIndex and @FOREXcom. Ex banker, journalist and talking head.
James Whelan @jameswhelan42
6K Followers 3K Following MD BPC AM, market commentator, Muskets At Dawn, Host @theoryofthing *All tweets = General Advice & views do not represent those of BPC*
Kyle Rodda @Kyle_Rodda
6K Followers 2K Following Senior Market Analyst at https://t.co/u0nYRPMmGr Trading CFDs is high risk and is not suitable for everyone. Refer to our PDS and TMD at https://t.co/u0nYRPMmGr. AFSL 513393
Stephen Koukoulas @TheKouk
62K Followers 4K Following Treasury, Head of Global Strategy TD, Advisor to PM, punter. Speaker at Ode Management - https://t.co/dXJoiRJt1z MD Market Economics; Also https://t.co/kxt2ibOgfj
Mathan Soma @Mathan_Soma
3K Followers 517 Following Decades in finance, tech, consultancy, strategy, quant and data analytics. Ex everything and always learning new things. My views. No advice. Love data!
Andrew Brown (anti-cr.. @abroninvestor
6K Followers 1K Following SOTP value equity investing, SydneyRoosters, Scunthorpe United, Man United, SpeedwayGP, sidewaybc, travel, repurposed buildings. Views NOT advice so DYOR!! ✝️
Stephen Moriarty @SGM63
2K Followers 1K Following Bachelor of Science, Masters of Applied Finance, Doctorate of coffee
Scott Phillips @TMFScottP
23K Followers 1K Following Investor. Business person. CIO @themotleyfoolau. Director @cityrecitalhall Holdings: https://t.co/kD9QKnmlAE
Ignore @ignore89039500
2K Followers 1K Following Read the name. Annoying. Talk too much. Very dumb. All Tweets pure nonsense & worthless opinions. Not advice of any kind. Please go away.
Pete Wargent @PeteWargent
14K Followers 240 Following Anglophile Aussie | Economy, Real Estate, Markets | FCA, ex-Deloitte | Property buyer 🏠
Paul Colgan @Colgo
15K Followers 5K Following Director, C|T Group. Previous: editor Business Insider Australia and @newscomauhq. Economics, rock, rugby. Views my own. #yes23
Ricardo Gonçalves @BUSINESSricardo
9K Followers 3K Following @SBSNews Presenter & Finance Editor | MC | B Commerce (Econ/Mktg) | SBS On The Money Podcast | 2018 Aussie #Eurovision Spokesperson 🇦🇺 🇵🇹 | Wollongong 🏡
Peter Morgan @psimpsonmorgan
10K Followers 9K Following Sydney. May the markets be kind & remember information is nothing without context, put the pieces together & draw your own conclusions.
David Berthon-Jones @berthon_jones
2K Followers 886 Following Co-CIO, Aequitas Investment Partners. Information is general advice and prepared without taking into account your objectives, financial situation or needs.
Alex Joiner 🇦🇺 @IFM_Economist
12K Followers 2K Following Chief Economist at IFM Investors. Aussie macro-focus. Views expressed are my own and not necessarily those of my employer. RTs not necessarily endorsements
Chris Weston @ChrisWeston_PS
24K Followers 1K Following Head of Research at Pepperstone. If you like the cut of my jib, sign up to the ‘Daily Fix’ research note - https://t.co/9disnoaBdS
Rudi Filapek-Vandyck @Filapek
8K Followers 631 Following Here to share my own research & analysis, and to promote @FNArena. Expect to be challenged in your convictions, assuming you're sufficiently open-minded ;)
Markets & Mayhem @Mayhem4Markets
191K Followers 844 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
BetsyLamb @nQSmyN9H1u89o0k
0 Followers 91 Following
Clorinda Galven @GalClorind
79 Followers 5K Following
Violeta Yamnitz @viol_yamni
76 Followers 5K Following
Lynda McCarthy @LAMcCy
37 Followers 693 Following
Selena Darragh @SeleDarra
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Ezmae Wroblewski @EzmaeEz
52 Followers 5K Following
Trista Delsol @tri_delsol
32 Followers 5K Following
Elisha Nachman @NachmElis
73 Followers 5K Following
Cristi Spiliakos @SpiliakosC57348
84 Followers 5K Following
Guadalupe Penttila @GuadalupPentti
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Sirena Klun @KlunSiren
26 Followers 5K Following
Long4Beers @Long4Beers
18 Followers 44 Following
Machelle Yeaton @YeatMachel
44 Followers 5K Following
Alizayjohn @alizayjohn1
4 Followers 58 Following 10+ year experience in forex. Come and join over Account Management Service.
Quinn Mruk @QMruk29697
22 Followers 3K Following
BowTiedStocks @bowtiedstocks
223 Followers 722 Following CA | Ex Big 4 | Business Operator | Investor | Equity Markets | Broncos Fan
Eilidh Stoetzel @EStoetze
72 Followers 5K Following
Anvee Bhutani @AnveeBhutani
6K Followers 4K Following Journalist @Telegraph | Formerly @BBC @TheTimes | Incoming @ColumbiaJourn | All views my own
PixelPulse @PixelPulse47981
34 Followers 1K Following
Sherlyn Salen @SherlSalen
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Adora_bleCutie @ABlecutie21318
30 Followers 1K Following
Stella Talati @raichumaestro
188 Followers 612 Following Musician, educator, composer, arranger, author, bushwalker, political junkie, bibliophile, photographer, mother, wife, human. Life is a gift to be treasured.
Flor Antignani @AntignaniF82160
93 Followers 5K Following
Alesha Pasco @AleshaPasc35565
30 Followers 5K Following
Irina Forbush @IrinForbu
36 Followers 5K Following
Keeley Swiney @KeeleySwin85561
78 Followers 5K Following
Beatrice Liefer @BeatriceLi41762
49 Followers 5K Following
Willette Hopson @HopsonWill76598
27 Followers 5K Following
Nayeli Uy @NayeliUy61731
52 Followers 5K Following
Karina Deanhardt @DeanhardtK79752
98 Followers 5K Following
Amelia @Amelia1946627
21 Followers 1K Following
Marceline Gillund @MarceliGillun
11 Followers 2K Following
Taisha Henandez @henand_tai
64 Followers 5K Following
Jeana Dopico @je_dopi
59 Followers 5K Following
Louise Harrop @LouiseHarr30163
67 Followers 5K Following
Robbin Otiz @OtizRobbin3117
54 Followers 5K Following
Sung Pharmes @SPharmes4043
82 Followers 5K Following
Violet Kirschman @KirschmanV24122
89 Followers 5K Following
Greg Duncan ®️ @GregDuncan_02
123 Followers 1K Following I swing trade Earnings Gap Ups, study great traders, & share my findings to speed up your learning curve. On the side? @upsideunlimitd
toby d @tobyd14
76 Followers 124 Following
AMARA SHEIKH @trader_amaraa
4 Followers 47 Following #Trading Explorer | Risk Taker 💼 Turning market chaos into profitable opportunities. 💹 Options, stocks, #crypto - I analyze it all. #xauusd #comex #forex
Smayteti @smayteti49497
86 Followers 2K Following
Madisyn Kaveny @MKaveny76088
83 Followers 5K Following
Katheleen Bardo @BardoKathele
35 Followers 5K Following
David Scutt @Scutty
25K Followers 1K Following APAC Market Analyst @CityIndex and @FOREXcom. Ex banker, journalist and talking head.
James Whelan @jameswhelan42
6K Followers 3K Following MD BPC AM, market commentator, Muskets At Dawn, Host @theoryofthing *All tweets = General Advice & views do not represent those of BPC*
Kyle Rodda @Kyle_Rodda
6K Followers 2K Following Senior Market Analyst at https://t.co/u0nYRPMmGr Trading CFDs is high risk and is not suitable for everyone. Refer to our PDS and TMD at https://t.co/u0nYRPMmGr. AFSL 513393
Stephen Koukoulas @TheKouk
62K Followers 4K Following Treasury, Head of Global Strategy TD, Advisor to PM, punter. Speaker at Ode Management - https://t.co/dXJoiRJt1z MD Market Economics; Also https://t.co/kxt2ibOgfj
Mathan Soma @Mathan_Soma
3K Followers 517 Following Decades in finance, tech, consultancy, strategy, quant and data analytics. Ex everything and always learning new things. My views. No advice. Love data!
Alf @MacroAlf
424K Followers 248 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Andrew Brown (anti-cr.. @abroninvestor
6K Followers 1K Following SOTP value equity investing, SydneyRoosters, Scunthorpe United, Man United, SpeedwayGP, sidewaybc, travel, repurposed buildings. Views NOT advice so DYOR!! ✝️
Stephen Moriarty @SGM63
2K Followers 1K Following Bachelor of Science, Masters of Applied Finance, Doctorate of coffee
Scott Phillips @TMFScottP
23K Followers 1K Following Investor. Business person. CIO @themotleyfoolau. Director @cityrecitalhall Holdings: https://t.co/kD9QKnmlAE
Pete Wargent @PeteWargent
14K Followers 240 Following Anglophile Aussie | Economy, Real Estate, Markets | FCA, ex-Deloitte | Property buyer 🏠
Paul Colgan @Colgo
15K Followers 5K Following Director, C|T Group. Previous: editor Business Insider Australia and @newscomauhq. Economics, rock, rugby. Views my own. #yes23
Shane Oliver @ShaneOliverAMP
33K Followers 126 Following Head of Inv Strategy & Chief Economist, AMP. Into boats, pop music, economics, investing, my family..& being nice. I don’t solicit funds/spruik trading schemes
Andreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Ricardo Gonçalves @BUSINESSricardo
9K Followers 3K Following @SBSNews Presenter & Finance Editor | MC | B Commerce (Econ/Mktg) | SBS On The Money Podcast | 2018 Aussie #Eurovision Spokesperson 🇦🇺 🇵🇹 | Wollongong 🏡
Peter Morgan @psimpsonmorgan
10K Followers 9K Following Sydney. May the markets be kind & remember information is nothing without context, put the pieces together & draw your own conclusions.
David Berthon-Jones @berthon_jones
2K Followers 886 Following Co-CIO, Aequitas Investment Partners. Information is general advice and prepared without taking into account your objectives, financial situation or needs.
Alex Joiner 🇦🇺 @IFM_Economist
12K Followers 2K Following Chief Economist at IFM Investors. Aussie macro-focus. Views expressed are my own and not necessarily those of my employer. RTs not necessarily endorsements
Joseph E. Stiglitz @JosephEStiglitz
414K Followers 161 Following The official account of Joseph E. Stiglitz, Nobel laureate economist @Columbia University. Co-president @policy_dialogue. Co-chair @icrict. Photo: @gaplump.
Andrew Lilley @andrewlilley_au
4K Followers 993 Following All views personal & unsanctioned, most of all when I've made a graph.
VanEck Australia @vaneck_au
1K Followers 635 Following Founded in 1955, we're one of the world’s largest issuers of ETFs, managing more than $100 billion in assets for our investors. https://t.co/v7ESj6B9GH
Laura Chung @Laura_R_Chung
4K Followers 3K Following Correspondent for @AFP covering Australia, New Zealand and Pacific islands | former @smh | views are my own
Herald Van Der Linde @HeraldLinde
211 Followers 175 Following Equity Strategist. Author. Bad cook. Amsterdam. Indonesiaphile. Jakarta
Matthew Miskin, CFA @matthew_miskin
4K Followers 387 Following Co-Chief Investment Strategist @JH_investments. Connecting the dots to formulate views across markets. Disclosure: https://t.co/7JxRnNviGD
Anvee Bhutani @AnveeBhutani
6K Followers 4K Following Journalist @Telegraph | Formerly @BBC @TheTimes | Incoming @ColumbiaJourn | All views my own
Stella Talati @raichumaestro
188 Followers 612 Following Musician, educator, composer, arranger, author, bushwalker, political junkie, bibliophile, photographer, mother, wife, human. Life is a gift to be treasured.
Geoff Wilson @GeoffWilsonWAM
2K Followers 141 Following Geoff Wilson is the founder of Wilson Asset Management @WilsonAssetMgmt @FutureGenInvest
J.P. Morgan @jpmorgan
761K Followers 49 Following Official account for the latest company news and updates from Asset Management, Private Banking, Commercial Banking, and the Corporate and Investment Bank.
Howard Marks @HowardMarksBook
159K Followers 28 Following Co-Chairman & Co-Founder of @Oaktree. Author of #MasteringTheMarketCycle. This account is run by Howard’s team. Howard’s tweets will be signed -HM
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Denice Dinsay @dnicednsay
14K Followers 216 Following Passively searching, actively serving @ANCAlerts • Kapamilya Channel 💌:[email protected]
Ken Fisher @KennethLFisher
438K Followers 276 Following Self-Made Multi-Billionaire, Global Investor, Father of P/S Ratio, NYT Bestseller, Market Guru, Financial Columnist and Tree Nut.
Stardew Valley: Festi.. @StardewValleyFS
6K Followers 17 Following The official Stardew Valley concert tour! Coming to 🇺🇸🇨🇦🇦🇺🇳🇿🇬🇧🇩🇪🇫🇷🇮🇹🇰🇷🇹🇭🇸🇬🇯🇵 in 2024. Produced by ConcernedApe and SOHO Live.
Phil O'Donaghoe @podonagh
50 Followers 153 Following
@[email protected].. @p_hannam
27K Followers 10K Following 🌻 @GuardianAus economics corro.Ex-SMH/Age enviro ed. EV owner. Usual re RT; 'likes' often bookmarks. DMs open, Signal, Telegram or [email protected]
Matthew Haupt @haupt_matthew
220 Followers 865 Following Wilson Asset Management, Lead Portfolio Manager of WAM Leaders (ASX: WLE).
Benno @BenArms02098437
2 Followers 116 Following
Steven Anastasiou @steveanastasiou
13K Followers 267 Following Economist | Unraveling macro: with a focus on inflation & the US economy 🧠 | Subscribe to Economics Uncovered for my premium research: join 2,000+ others!
[email protected] @terencehuynh
956 Followers 388 Following | software engineer + writer + tweeter of dumb things | gay (he/him) | w/ @atlassian @unihackhq @juniordev_io @techgeekcomau | aka @_altter | tweets === own
Zach Dooley @DooleyLAK
11K Followers 478 Following Dooley Noted - Manager, Editorial Content for the @LAKings
Kate Osana Simonian @kate_o_simonian
220 Followers 425 Following Australian writer of short stories and prose of all kinds, out in Texas. PhD candidate at Texas Tech.
Mark McCormick @markmanmacro
1K Followers 1K Following Global Head of FX Strategy, Director, at TD Securities. Born in PA, educated in NYC and settling in Toronto. All opinions mine; RTs not endorsements.
Richard H. Clarida @rhctoo
285 Followers 30 Following This is the official account of Richard Clarida, Columbia University Economics Professor, Nber Research Associate , and former Vice Chair Federal Reserve Board
Sara Eisen @SaraEisen
178K Followers 829 Following @CNBC @Squawkstreet 10am-noon. first love: foreign exchange https://t.co/qXFexFVjsH
Caroline Bowler @CaroBowler
4K Followers 1K Following CEO BTC Markets. Blockchain Leader of the Year 2022. Female Fintech Leader of the Year 2022. Patron Joy Radio. I do not provide financial advice.
Tapas Strickland @TapasStrickland
133 Followers 122 Following Musings only. No official views. Head of Eco somewhere. Retweets not an endorsement. Be humble. Many things in life are due to chance. Best advice, be useful!
Bill Gross @real_bill_gross
62K Followers 293 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
InvestingAngles @InvestingAngles
7K Followers 117 Following We offer a holistic view of the stock markets and equip you with best technical knowledge for your journey.
BSurveillance @bsurveillance
65K Followers 1K Following Where the conversation on economics, finance, and international relations begins. On @BloombergTV and @BloombergRadio. Newsletter: https://t.co/ZYSJggKjxv
William Ton @WilliamHTon
394 Followers 491 Following Journalist @AAPNewswire in Melbourne | Opinions? Don’t know her | Interested in the latest goss - [email protected]
David Merritt @davidmmerritt
2K Followers 796 Following Head of Bloomberg Media Editorial. Co-host of In The City with @flacqua https://t.co/bVZlLLrk0T
Jack Derwin @jack_derwin
936 Followers 2K Following Captain of Industry (self-styled) | Journo @CapitalBrief | Secure tips to jackderwin (at) protonmail (dot) com or Signal (jack.19)
Paul Kim @PaulKimWrites
677 Followers 2K Following Senior associate editor @businessinsider @personalfinance | Words in @EaterAtlanta | he/him Send tips to pkim (at) https://t.co/qgEUYygFmk
Justin Wolfers @JustinWolfers
227K Followers 2K Following Professor @UMichEcon & @FordSchool | Senior Fellow @BrookingsInst & @PIIE | Intro Econ textbook author | Think Like an Economist podcast.
Tom @thomasduke98
16K Followers 1K Following Film & Travel • I love taking photos of beautiful stories • IG/FB: steppingthroughfilm • Freelance/Creator: [email protected] 🏳️🌈✨
Helia Ebrahimi @heliaebrahimi
19K Followers 1K Following Economics Correspondent Channel 4 News .Reporting on monetary & fiscal policy + what it means for households + inequality. PP: Bank crises + health economics
Georgina McKay @georgiemckay4
281 Followers 610 Following Asia equities reporter @business, based in Sydney. Opinions are my own etc. etc. Send tips and fan mail to: [email protected]
James Marlay @Jimmy_Marlay
898 Followers 108 Following Co Founder of Livewire Markets. Tweets on financial markets with an occasional outburst on the cricket.
Lucas Baird @LucasBairdAus
884 Followers 1K Following Brimming with unearned self-confidence | No relation to Mike/Julia | financial services + breaking news for @FinancialReview | [email protected]
Zac Gross @ZacGross
2K Followers 2K Following Economist and Senior Lecturer at @MonashUni! @EconEconomics & central banker in a previous life. https://t.co/FkVuHNTLqL
Andrew Barth Feldman @andrewbfeldman
44K Followers 376 Following i love your outfit today!!!! | he/him/his
Jan Eeckhout @jan_eeckhout
11K Followers 3K Following Economist. Professor at UPF Barcelona. Market Power, Macro, Labor, Cities. Author of "The Profit Paradox" https://t.co/fvJdbrufLw
Visual Capitalist @VisualCap
314K Followers 3K Following Data-driven visual content focused on global trends, investing, technology, and the economy.
Andrew Mueller @andrew_mueller
11K Followers 2K Following Contributing Editor, Monocle. Host of The Foreign Desk on @monocle_radio. New book about Australian football, "Carn", available now. Plays in @theblazingzoos.
@NHLRussell - Blake Fired, New GM hired - New GM fires Jim Hiller, brings on new coach - Roy, Arvidsson leave - New GM cap strapped because of PLD - New GM has to find a goalie, but who to trade? - New GM has to find 2nd pair D-man and trade Spence to make room for Clarke
@NHLRussell Doughty is the first star of the game. What an unbelievable organizational failure. Everyone in the front office needs to be fired
@NHLRussell The fans were ready. The team was not. Unacceptable
Big story from WSJ/ Timiraos.
Interest rates matter, especially rising rates when the stocks/bonds correlation is positive. So far, the 10-year yield has once again risen to the stock market’s “uncle” point, and this has happened without a rise in the term premium. The last time bond yields caused stocks to…
It's not just a housing thing...
Weaker GDP, stronger PCE... not a good mix for the Fed
Australia's top rates strategist, Barrenjoey's Andrew Lilley: I think the RBA are very close to hiking- it is a line ball call. I’d assign a 40% chance they hike by August and a 60% chance they don’t. Part of that 40% encompasses two hikes (so it is close to 20% of one hike, 20%…
@hansandthenews Remember when January's print made people question whether the November hike was a mistake?
US Treasury Bills now yield 4 TIMES more than the S&P 500's dividend, the most since the Dot-com bubble. Over the last 100 years, a multiple this high has only been seen ONE time. By comparison, even in the 2008 Financial Crisis this metric peaked at ~3x. With interest rate…
@AugieLens We should all be like Augie. Although Vancouver would be a nice matchup.
Thank you, @MebFaber, for this massively insightful table! A true eye-opener for investors that a 60-40 portfolio holding 40% #gold would have delivered similar results as the 'traditional' 60-40 portfolio. As I expect bond #yields to be relatively low in the coming 10 years, to…
Here's a crazy stat that no one will believe. The universal investment benchmark is the 60/40 portfolio of stocks and bonds. What if you replaced the bonds entirely with gold....crazy right? Turns out it makes no real difference.
Kings can clinch a playoff spot with a win over the Ducks at Honda Center tonight. Who’s all going to be there?
It’s official: year 10. @business
WELLS: “.. We raised our year-end $SPX target to a Street-high 5535 (20.5x 2025E's $270) from 4625, implying 6.4% upside. .. systemic risk is on the rise as various incentives (e.g., monetary policy) spurs risk and leverage-seeking, but in our view systemic risk is not close to a…
I hope the Kings lean hard into the 1-3-1 in the playoffs. My love for hockey will hate it but the joy I’ll get from other teams crying will be so worth it.
Stunning disconnect. Either the economy is about to roar into action almost immediately or there's going to be one hell of a sector rotation away from cyclicals to defensives. H/T @SoberLook
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