short squeezes galore... and some better stories, too
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"We think the 2022 NASDAQ is even worse than the 2000 NASDAQ because all the sorts of events that unfolded from March 2000 to the index’s lows in October 2002 are happening in one fell swoop now," including aggressive Fed policy, recession worries & oil price spike: @DataTrekMB
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Are we there yet? My valuation model based on the 2-year yield (a good proxy for the Fed cycle) suggests that the market may finally have sufficiently derated to reflect our new monetary reality. /THREAD https://t.co/ZbqKktQhjA
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Have a nice weekend everyone - nice to end the week on a positive note. Please enjoy: Gary Allen - Every Storm (Runs out of Rain)
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While this is unlikely to lead to a dovish pivot from the Fed, it could suggest that the Fed no longer needs to move the goal posts to an even more hawkish narrative. That alone could put a bid under equities, bonds, and crypto. /END https://t.co/QmqV35GjwL
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Nasdaq had its best day (3.8%) since November 2020 and finished the week down 2.8%
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One of the clips from this morning's conversation with @FerroTV on @BloombergTV https://t.co/GrMJzNAVuW #economy #markets https://t.co/l1qe4pTQZd
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Bette Midler's call to "Try breastfeeding! It's free and available on demand..." echoes the misunderstanding many people share about why mothers can't just nurse their way out of the baby formula shortage. https://t.co/ADxrBS2r4t
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No glut: Since the Great Financial Crisis, share buybacks and M&A activities have reduced the trading float and totally overwhelmed any supply increase from IPOs and secondaries. Share buybacks alone exceed $12 trillion since the mid 2000s. https://t.co/bNkXCc2Zfn
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$qqq gave a nice day a half long to kiss the 8day. That was the easy oversold bounce. We’ll see if it starts a new active sequence. Or not. I’m staying tactical https://t.co/hLD8xiJ8Pr
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Never let small minds convince you that your dreams are too big.
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Post season in any sport is a privilege to watch. $NBA $NHL
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