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Ha ha. Usually this account posts pretty dull financial news. Had to wake me up

Really good interview. Helpful to understand what is going on with yields and the dollar. Especially helped me understand that inflation has to get very bad to kill equities and we are nowhere near that.

Seems bearish for earnings. 😂

Um, just no. Big effing NO

If you want the Fed to cut, take equities down 20%, encourage mass layoffs, and introduce deflation fears. Otherwise, STFU

uh oh

Makes me want to do a contrarian play and buy $ADBE

📢 More evidence that #LongCovid and #Dysautonomia are associated with #neuroinflammation of the brainstem comes from this new study from Germany and UK. 👇 medrxiv.org/content/10.110… ‼️ The new study reaffirms my prior assertion that #POTS and #Dysautonomia in general localize to

Hedgies love to take your money

Big companies get bigger, rich people get richer.

We literally published a potential mechanism in Jan 2022 on how exercise in untreated Long COVID patients can worsen symptoms: epinephrine is known to mobilize CD16+ monocytes to the periphery so any sort of stress will worsen symptoms. But the ‘experts’ at the time said we

🇺🇸 S&P 500 The S&P 500's pullbacks and rebounds reflect historical trends, with drops of over 3% every 1.5 to 2 months on average, and declines of 5% or more roughly every 3 to 4 months 👉 isabelnet.com/?s=S%26P+500 h/t Deutsche Bank $spx #spx #sp500 #equities #stocks

In markets, the currency is capital. On social media, the currency is attention. There isn't always a correlation between these.

A new article reveals that Germany’s Paul Ehrlich Institute (PEI) shows that 1 in every 210 users reported suspected serious side effects, a 0.5% rate. Read more: welt.de/politik/plus25…

He blocked me too and I didn't even interact with him. I may have liked your response. Wild.

For the first time in the history of the services ISM, there is a stagflationary trend visible

I see stags; I see flation

Danny is my new favorite "macro guy" and this is a very good read for all the macro heads out there.