“It’s worse than you think.” The Economist on the “deeper logic of confrontation” between China and the US. https://t.co/t202U2NFSl #economy #china #us @TheEconomist #EconTwitter https://t.co/r4Vd6Bzaxx
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US shale production growth is less than half of what it was before 2020, with expected growth of just 500,000 barrels a day or so this year from the Permian Basin. “OPEC and shale are much more on the same team now, with supply discipline on both sides.” https://t.co/8PRMp1cSKX
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tonight, value traps, or value jewels.. we tell you what we are seeing
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So I'm back from vacation and back into the news flow, alas. While away, however, I indulged in some thinking not at all relevant to current events, specifically on technological change and trade. Here's a short semi-academic paper on the subject https://t.co/j8prcTu4wb
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$27.46 for a quarter pounder value meal and a 6-piece McNuggets! Are you kidding me? Not lovin' McDonald's inflation. https://t.co/p5ZjdUoxXD
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Q1 GDP tracking fumbles at the goal line. The Atlanta Fed's GDPNow estimate for Q1 GDP has been cut in half from 3.5% down to 1.7% over the last two weeks. Read more in tonight's Closer for members: https://t.co/32f8iGHYJA https://t.co/h5mCmQN5Un
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Dogecoin jumps after Twitter switches out website logo to Shiba Inu image https://t.co/TAzXDxPZnG
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When you have some trading profits, don't upgrade your lifestyle too quickly. Because when the losses come, it will be a liability to your finance, mindset, and performance.
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Special guest coming on my webinar in 15 minutes, retweet if you're excited to see who it is....
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Bud Light draws backlash after promoting trans activist Dylan Mulvaney, but marketing pros say it’s a smart move https://t.co/TsjeYzkAg2
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This is a good chart highlighting the complete 180 the market did to start 2023. The worst performing decile of S&P 500 stocks in 2022 gained an average of 16.8% in Q1 2023. The three best performing deciles in 2022 all averaged declines in Q1. https://t.co/uoh13mtYtu https://t.co/YzW4tZmXWH
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In 2022, 51.5% of millennials were homeowners, outnumbering renters for the first time. https://t.co/KhFihqTNQ1
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MY BIRTHDAY IS IN 12 DAYS, 50% OFF @karmagawa CHARITY MERCH FOR APRIL TO CELEBRATE: https://t.co/DG1U3pUrP8 I don't need anything for my bday but please support as 100% of the merch goes to charity and its our 5-year anniversary on the charity and we just surpassed $8+ million in… https://t.co/GJRD00xdvL https://t.co/umHWdr3fpY
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I think its safe to say small cap momentum is back.
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