Shaun Davies, PhD, CFA
1.3K posts
Shaun Davies, PhD, CFA
@LogicalShaun
Academic know-nothing - I do not provide investing advice, just simply the economics. This is my FIRST rodeo.
Heaven, aka, Boulder, CO Katılım Ekim 2012
125 Takip Edilen297 Takipçiler
@FmrRepMTG He serves the gods of power and money. That's all he cares about and he'll use anyone, including conservatives, to accomplish his personal goals. It's been evident all along. His words and buildings are to glorify himself. I'm glad you came around to see this
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This was one of reasons many of us supported Donald Trump.
Where has this man gone?
Now he’s sending US troops into another Middle East war that will cost us trillions more and precious lives.
No wonder he turned his back on me for fighting him to release the Epstein files.
What would cause a man to change so much?
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"But He was pierced through for our transgressions, He was crushed for our iniquities; The chastening for our well-being fell upon Him, And by His scourging we are healed."
Isaiah 53:5
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Just ahead of the busiest home-buying season of the year.
*Walter Bloomberg@DeItaone
MORTGAGE RATES HIT HIGHEST LEVEL SINCE SEPTEMBER Mortgage rates rose for a fifth straight week, with the 30-year fixed reaching 6.46%, the highest since September. Rising bond yields—driven by inflation fears linked to the Iran war—are pushing borrowing costs higher. The increase is cooling the housing market, with purchase applications down 3% and buyer activity lagging behind last year amid growing economic uncertainty.
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@fundstrat Day is not over my friend...by the way, I hope you have a great Easter -- most important day of the year.
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Shaun Davies, PhD, CFA retweetledi
Number of 80°+ days in March in Denver:
1972-2025: 7 days
2026: 8 days
#COwx
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@SullyCNBC Important "who" signals in Iran....this comes from their president...not sure how credible that is. IRGC is not going to bend.
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Markets, ripping as Iran signals, it may be ready to end the war (with conditions)
like we’ve talked about for years… Some of the biggest days come out of the blue and in down markets
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Shaun Davies, PhD, CFA retweetledi
No, it's not a painting and it wasn't photoshopped either. These are extreme fire rainbows spotted over Hawaii....
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@jimcramer Love you and your passion, but I am buying more oil at open if the sell off remains. We don't have a consistent narrative from DC, and Iran is emboldened that negotiations are on the table. Hate that we're here, but oil is only going up near term
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For what it is worth... the oil futures have been the most right of the evening indicators
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Chicago Approves 19% Hotel Tax To Fund Tourism Push zerohedge.com/markets/chicag…
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Shaun Davies, PhD, CFA retweetledi
You can be out of school for two decades and the 60 Minutes ticking will make you think if you forgot to complete an assignment for Monday
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Summer 2026 prediction -- gas prices continue to climb as Iran conflict persists. "Work from home" becomes the mantra again to lower demand. We see pushes to stay local and "staycations." Consumers want to stay local too -- airfares are too high. Summer 2026 like summer 2020, just without masks.
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Shaun Davies, PhD, CFA retweetledi
This, from Bloomberg, is not good news for a market segment that is already challenged to separate signal from noise, let alone properly differentiate among funds/firms in this space.
#markets #privatecredit
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@arpitrage I would have guessed $USO without the yaxis, but now I don't know
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Shaun Davies, PhD, CFA retweetledi
A Private Credit Fund of Funds in 2026 seems to rather closely resemble a CDO-squared in early 2007.
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JPM did the math on a coordinated reserve oil release. It's ugly: buys 1 week time at best, and then price will shoot up even more
zerohedge@zerohedge
Here Are The 6 Options To Contain Soaring Oil Prices zerohedge.com/markets/here-a…
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Again.... How are we down less than 1%?
Jim Cramer@jimcramer
what the hell is happening? Where are the sellers??
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