In terms of this whole debate about “is the market pricing in a v-shaped recovery?” people need to get more granular, with less focus on index numbers.
American Express, JPM, and VNQ (real estate ETF) aren’t exactly screaming V pic.twitter.com/eUp3mwXDjd
— Joe Weisenthal (@TheStalwart) May 9, 2020
Longs standing around with a bag full of way over priced stonks assuming rolling stimulus package without exceptions. Next week Fed buying drops off significantly and now no guarantee on next stimulus hand out. You hear that sound? Yes is liquidity swirling down the drain t.co/ktH2xpCwkB
— hks55 (@hks55) May 9, 2020
CLOs pic.twitter.com/ZtWUruHvv1
— Alessio Urban (@AlessioUrban) May 9, 2020
This week's cover
Says the opposite the of the 77% that think they will get their job back once the crisis passes.t.co/buGtX2fHle pic.twitter.com/BMjpEQTn1I
— Jim Bianco (@biancoresearch) May 9, 2020
#recession … US #Contagion edition
No V-shaped recovery… 📉 t.co/XZXzkXs7CT
— Invariant Perspective (@InvariantPersp1) May 9, 2020
— M/I_Investments (@MI_Investments) May 9, 2020
You’re not going to get another stimulus with stocks up 31% from the lows. They need to be down 31% for that t.co/21tn0AgMnc
— GreekFire23 (@GreekFire23) May 9, 2020