Scarlett & Carter's BaPa

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Scarlett & Carter's BaPa

Scarlett & Carter's BaPa

@KASDad

1st worked on Wall St summer '65. Recovering securities lawyer. Trading for a living 45 yrs. Not investment advice, don't be silly. 🇮🇱 linshek lei et hitchat

Katılım Ekim 2010
1K Takip Edilen6.6K Takipçiler
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Scarlett & Carter's BaPa
"You are never as smart as u think you are when you are making money or as dumb as u think when losing"
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Claudia Sahm
Claudia Sahm@Claudia_Sahm·
Inflation and employment—the dual mandate—during Powell's tenure as Fed Chair underscore how wrenching the pandemic was. Helping to regain stability afterward is a real accomplishment, even if not complete.
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Joe Bonamassa (Official)
Joe Bonamassa (Official)@JBONAMASSA·
I hold the all time record for the most #1 Blues Albums on the Billboard Charts, Play to sold out gigs all around the world and sold about 9 million records to boot. But yeah.. I agree. 😎👍😂
StormKrow13@Jonsey1678192

@JBONAMASSA Your an industry failure. What do you know? Your skilled yes but an industry failure. You were promoted by BB and never made it. You had to wait 40 years for the greats to die, to get internet fame. Rock music is old news, that simple. Stop blaming.

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(((The Daily Shot)))
(((The Daily Shot)))@SoberLook·
Momentum stocks are experiencing one of their sharpest rallies relative to minimum-volatility equities on record. Source: @RealAlpineMacro
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Jason Goepfert
Jason Goepfert@jasongoepfert·
So, again, this is just shouting into a void. But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high. Ever. Like EVER, ever.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
TRUMP–XI SUMMIT DOWNSIZED AS EXPECTATIONS FALL The Trump–Xi meeting in Beijing is now expected to be a limited, low-impact summit focused on maintaining stability rather than major deals. Key topics include trade, Iran, and fentanyl, but analysts say the U.S. has little leverage and Beijing is offering no clear agenda or concessions. Instead of a “grand bargain,” the talks are likely to yield only modest steps like extending existing trade truces and maintaining limited sector cooperation. Experts say shifting geopolitical conditions have strengthened China’s position, making meaningful breakthroughs unlikely.
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Scarlett & Carter's BaPa
@WayneWhaley1136 My personal reminder for myself for the 46 years I have traded for a living: "You are never as smart as u think you are when you are making money or as dumb as u think when losing"
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Wayne Whaley
Wayne Whaley@WayneWhaley1136·
Probably the best trading advice I ever received came some 40 yrs ago from a fellow engineer (RIP) who taught me how to trade options, attributed to various sources dating back to possibly Euripides, "Whom the God's will destroy, they first make Mad (Brave)". When you are trading well, you are best served to keep your mouth shut. Bull Markets tend to make idiots look like geniuses.
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
Rule of 20, which says market is fairly valued when sum of S&P 500 P/E and CPI Y/Y equals 20, is elevated at 32
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Scarlett & Carter's BaPa
Breadth continues to be an issue while prices don't give a rat's ass. $SPX breadth is not a good look, but it can be cured.
Scarlett & Carter's BaPa tweet mediaScarlett & Carter's BaPa tweet media
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Nick Timiraos
Nick Timiraos@NickTimiraos·
Kevin Warsh is set to get confirmed as the next Fed chair on a day when the market* is strongly suggesting that the cutting cycle of 2024-25 is over. *(as an example, the 2-year note rising to a level last seen in June, when policy rates were 75 bps higher than they are today)
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Scarlett & Carter's BaPa
Cathie Wood is a generational talent (of sorts), one that has caused large amounts of the public's capital to disappear.
Dougie Kass@DougKass

Enough is enough. Read this tweet from @InTheAssembly on $ARKK performance and Cathie Wood... it is not ad hominem, its factual- "Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points... Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing." Repeating for emphasis: the investment world and the business media (that provide Cathie Wood with a frequent platform) are both offsides and shameless regarding their continued promotion of Cathie Wood's ETF products. Cathie Wood should be barred from @cnbc and @business - if you disagree, tell me why? @SquawkCNBC @andrewrsorkin @joesquawk @BeckyQuick @saraeisen @guyadami @SullyCNBC @pboockvar @tomkeene @annmarie @lisaabramowicz1 @ferrotv @gnoble79 @KeithMcCullough @SamofAmerica @HedgeyeDJ @carlquintanilla @TheJudgeCNBC @CNBCFastMoney @HalftimeReport

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Scarlett & Carter's BaPa
@DaglioDavid @SoberLook @RealAlpineMacro Respectfully, I think that you might be off on the 2nd. I suspect it is an even split on the resolution of the Iran war. The mkt has shown it has already discounted the war and it seems likely that the end of the war might see a temporary rally on the news.
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Scarlett & Carter's BaPa
$ES_M moved lower on the surprisingly poor PPI data. The relatively small size of the selloff is not so surprising. The speed at which data is rationalized is remarkable.
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Scarlett & Carter's BaPa
RT @LiveSquawk: US PPI Final Demand (M/M) Apr: 1.4% (est 0.5%; prev 0.5%; prev R 0.7%) - PPI Final Demand (Y/Y): 6.0% (est 4.8%; prev 4.0%;…
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First Squawk
First Squawk@FirstSquawk·
US CORE PPI (YOY) (APR) ACTUAL: 5.2% VS 3.8% PREVIOUS; EST 4.3%
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First Squawk
First Squawk@FirstSquawk·
US PPI (YOY) (APR) ACTUAL: 6.0% VS 4.0% PREVIOUS; EST 4.8%
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