MacroRealist
@DrMacroRealist
I am an investing realist who doesn’t rely on hope.
Bloodbath or bounce on Monday? China Pledges Resolute Measures to Hit Back at Trump Tariffs bloomberg.com/news/articles/…
Cmon @ScottWapnerCNBC, you have to grill Tom Lee, @fundstrat, on his call for small caps to rise 50% this year! What are you afraid of?
Bullard: Suggests a 0.5-Percentage-Point Rate Increase at Next Meeting is Appropriate
INVERSE @jimcramer did it again!! 🤣🤣
Sam Bankman-Fried doles out credit lines to save crypto institutions. He's the new JP Morgan!
My conversation with @MariaBartiromo this morning … Investors should ‘buckle up’ for long slowdown: Investment strategist | Fox Business foxbusiness.com/markets/invest…
finance.yahoo.com/news/apple-cre…
So here is a novel idea as Bitcoin soars over $40,000. Let’s flip the paradigm. What if fiat was backed by bitcoin? We used to have the gold standard. Perhaps central banks could not only accumulate bitcoin as a treasury reserve asset but get on a bitcoin standard. Thoughts?
Intriguing that $TSLAQ shorts just ignore really great analyses by PMs like Cathy Wood, who has nailed this stock, and who today raised her 2024 $TSLA price target to $7,000. Bulls at least read what bears write. $TSLAQ doesn’t seem to pay any attention. ntnews.com.au/news/world/mak…
Lam Research Set to Charge Higher realmoney.thestreet.com/investing/lam-… via @RealMoney
The pullback in growth versus value is especially evident in small caps, but the relevant ratio remains solidly in its long-term uptrend and we see weakness in growth (esp software stocks) as likely short-lived #growth #software #fairleadstrategies
Greg Schnell: Is This The Final High And The Top Was In 2018? @Schnellinvestor schrts.co/DExgEMHU