Chris Broderick
1K posts



Regarding these latest charts from the Financial Times:
The question isn't whether US equity markets are better positioned than Europe to weather the impact of the war.
Between superior fundamentals and stronger technicals, the US clearly holds the edge—valuation gaps notwithstanding.
The big question IMO is whether the current levels of both markets are justifiable given the global economic outlook.
At this stage, market resilience is less about macro likelihoods and more of a bet on insulation due to big tech dominance, technical momentum, and entrenched investor conditioning.
More to follow.
#economy #markets


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WATCH— @JesseBWatters: “The headline is ‘Biden’s afraid of the Blacks’. The Blacks were burning things down and Biden said ‘ok ok, I’ll put a Black person on the ticket’.”
This is called racism.
Fox exists chiefly to normalize it.
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@JonahDispatch I think most reasonable people agreed it was wrong for Biden to issue his blanket pardons. That’s what Trumpworld is going to be able to lean on when he invariably does this.
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Only thing shocking about this is how early we’re hearing this. I think ultimately nearly every senior political appointee (he thinks was loyal) at DOJ, DHS, DOD, and the West Wing will get a pardon and lots of folks lower down as well. Gonna be fun watching Vance run in ‘28 defending it all.
Republicans against Trump@RpsAgainstTrump
BREAKING: Trump promises mass pardons for his staff before leaving office. WSJ reports that in a recent meeting, Trump said he would pardon those “within 200 feet of the Oval Office.”
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Chris Broderick retweetledi

Dear Senator @SenJonHusted -
As an Ohioan & your constituent, I am asking you to VOTE NO ON THE SAVE ACT.
Only 63 non-citizens have voted in elections and last 20 to 30 years.
Don’t waste more millions and millions of dollars to solve a nonexistent problem.
- SLC (I vote)
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@ulrichspeck I'm reminded of the"moderates in Iran", circa Iran Contra. Not that they didnt exist, just too simple a shorthand.
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@bethanymac12 Right, I believe he's talking about adding private equity/debt to 401(k) plans, something that's coming down the pike.
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“They have nice lives, they make a fortune, their companies are huge, they already own their yachts and whatever it is they want. Why are you going into this dangerous territory…”
wsj.com/finance/invest…
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Chris Broderick retweetledi

@MartynInvestor gas prices were never "$5-$9" in the areas they are $2.37 today. You're literally comparing 1 station's high price in 2022 to 1 station's low price today, this comparison is a joke
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Chris Broderick retweetledi

@JoeTheCynic I’ve been trying to figure out Yellow Ledbetter for years
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@bethanymac12 Right, pushing into 401(k)'s is crazy/dangerous.
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Can we all just say no to private equity? The cynicism in their trying to foist this on us now that they can’t produce returns any more is just sickening.
pestakeholder.org/reports/privat…
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