Trader_YC

@BehavioralMacro sell

@BehavioralMacro it's like sth from a transcript for me.. so i thought you were on a show

@BehavioralMacro a new talk？

@simon_ree what's the source, Ree?

"But the rally is being justified by fundamentals" Well, kinda Since the October low, $SPY has rallied 26%+ while adjusted EPS growth forecasts have increased +3.3%. The rest is PE inflation And of that forecast 3.3% EPS growth, one-third comes from $NVDA, two-thirds comes from $AMZN $MSFT $META $GOOGL $LLY & $AAPL. All other S&P 500 stocks were a negative contribution

@pockez @ysi_commons @PMehrling Hey Jay, are recordings available soon?

The 4th annual Money View Symposium kicks off next week. shorturl.at/ahszQ @ysi_commons The three-day virtual program proves to be exciting once again. Amongst many other highlights @PMehrling will present his views on inflation... (1/4)

@TheBondFreak nice movie Randy！ thanks Btw, do you have access to Ex Uno Plures?

Just finished watching. Extraordinary!!

@BehavioralMacro @NarrativeMachi1 thanks mark

Lets go Blue Devils

@BehavioralMacro i guess "treasury basis trade" is back federalreserve.gov/econres/notes/…

@BehavioralMacro SO EUROPEAN BANKS?

@BehavioralMacro @LJKawa HBD Luke!

HAPPY BIRTHDAY TO ME

@darioperkins @TheStalwart @tracyalloway he said no.. he wants to hide behind paywall

So @TheStalwart and @tracyalloway forgot to ask Zoltan THE big question- weather he is joining #fintwit

@ConjectureSK @BehavioralMacro nice one

@BehavioralMacro I am finally getting your edge: observing market psychology and managing your psychology :)

@BehavioralMacro sold gold

@MorganRicks1 @DavidBeckworth @vanderbiltlaw pity

Thanks to @MorganRicks1 and Yesha Yadav for organizing and inviting me to the “Eighth Annual Conference on Central Banking and Financial Regulation” at @vanderbiltlaw. Great presentations, discussions, and a keynote talk from Zoltan Pozsar!

big cong! waiting for your video man

yup...liquidity is an omnipotent excuse for money manager

@chatgpttrader it reduced risk for me yesterday... lol

hahaha...so true