Liquidity is the excuse not to understand anything.
— J. Brett Freeze, CFA (@Techs_Global) May 28, 2020
BLACKROCK'S LARRY FINK SAYS MARKETS ARE ASSUMING A LOT OF GOOD NEWS AT THIS MOMENT
— *Walter Bloomberg (@DeItaOne) May 27, 2020
US GDPNow “improved” from -41.9% to -40.0% .
yes. 🚀 pic.twitter.com/veQ6Y6rqua
— 𝘬𝘢𝘪 (@MacroTechnicals) May 28, 2020
#recession … US #Corporate #Earnings edition t.co/msy2bFPLoL
— Invariant Perspective (@InvariantPersp1) May 28, 2020
Investors’ appetite for junk bonds is growing as retail funds are expected to add about $6 billion for the week ending May 27 t.co/q1FcGVos0K pic.twitter.com/aubNCu76CK
— Win Smart, CFA (@WinfieldSmart) May 28, 2020
Forward P/E crazy expensive pic.twitter.com/JNQ4IfxfIv
— Win Smart, CFA (@WinfieldSmart) May 28, 2020
No airline bankruptcies yet but 2 of the top 4 auto rental companies have filed Chapter 11. The government is picking who lives, who dies.
I guess I’m here to tell their story 🎶 😉
— HedgeFundGirl (@Hedge_FundGirl) May 28, 2020
You know what causes the biggest sell offs? Too many people long over priced call options. $vix is way too high to be buying upside calls on anything. risk reward is atrocious. even if you are directionally right, most will struggle to break even on the calls. Sp yes it’s a trap.
twitter.com/hks55/status/1266064478132744193
#recession … #GFC2 edition t.co/iLwMisR6Qi
— Invariant Perspective (@InvariantPersp1) May 28, 2020
This new University of Chicago report estimates that 42% of job losses will not return @JohnESmyth t.co/jwqAhzXISK
— Daniel Lacalle (@dlacalle_IA) May 28, 2020
🧐Because they have nothing to do and they must insist on doing something…worthless.
This time is different #300YCYcle #depression t.co/JIqxyuwACc— Antonio Pérez Algás (@apanalis) May 28, 2020
“Don’t fight the Everything.” t.co/5EzPIkrq24
— Carl Quintanilla (@carlquintanilla) May 28, 2020
Carl Icahn lost $2 billion betting on Hertz