macro realist @understandmacro

20 years macro pm and having fun with world markets. Any comments or tweets are not financial advice. Joined February 2016

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macro realist @understandmacro

2 years ago

@TripleNetInvest @vxx46 Does this luu it st adjust for the fact chic fil a only open 6 days a week

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macro realist @understandmacro

3 years ago

@charliebilello Rents will be next as price hikes , gouging from pandemic unwound . Inflation story is over . Over capacity in china with Lowe raw material costs such as oil , gas will push down on prices

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macro realist @understandmacro

3 years ago

@MissTrade What about a rip your face off rally with the likes of lower inflation, stronger growth then anticipated and earning which once agsin surprise to the upside !!!!

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macro realist @understandmacro

3 years ago

@TicTocTick In New Jersey prices still soft and likely to go Lower

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macro realist @understandmacro

3 years ago

@GuyDealership And trucks sucks as well

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macro realist @understandmacro

3 years ago

@KobeissiLetter Seriously 2.7 pct inflation with yields above 5 pct I don’t think it is a real concern given where gasoline and rents are headed in calculations

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macro realist @understandmacro

3 years ago

@KobeissiLetter Strong growth with wages decelerating and rents and gasoline going down

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macro realist @understandmacro

3 years ago

@TicTocTick Inflation is yesterday news, rents gas prices with food all coming down hard now

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macro realist @understandmacro

3 years ago

@OptionsHawk Maybe new highs now. ?

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macro realist @understandmacro

3 years ago

@BisphamGreen Yeah why not especially with bull crap Japan bond rumor. Then after Japan tonight back up tomorrow

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macro realist @understandmacro

3 years ago

@Mr_Derivatives Why do always speak of bears been like that for 400 so points.When bears start to chase it higher then it is time to sell . That won’t happen till we break to new highs . Everything falling into place now . Fed done inflation moderated and earnings surprising to upside

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macro realist @understandmacro

3 years ago

@Mr_Derivatives That is ok tomorrow nflx ends up 5 pct and Tesla unchanged

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macro realist @understandmacro

3 years ago

@SJosephBurns Positive earnings surprises

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macro realist @understandmacro

3 years ago

@Mr_Derivatives No but inflation will be 2 pct by October

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macro realist @understandmacro

3 years ago

@Mr_Derivatives Who isn’t bearish here ?

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macro realist @understandmacro

3 years ago

@Mr_Derivatives That is the problem we all know that !!!!

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macro realist @understandmacro

3 years ago

@Mr_Derivatives Who doesn’t know that , duh , everybody

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macro realist @understandmacro

3 years ago

@chessNwine And if it come it soft as a wet taco ?

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macro realist @understandmacro

3 years ago

@AndreasSteno All I hear is bearish stories, trades from professional community . All those stories are known and well documented . What is not known is how fast inflation is falling and when the fed pivot is coming which will change on a dime . I think we spend a great deal of time

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macro realist @understandmacro

3 years ago

@neildecrypt What happens if inflation falls to bottom of range and stays there as wages stabilized ? So you will have no commodity inflation and no services inflation and a boatload of capacity in china . What happens then ?