361 Capital, a division of Hamilton Lane

Alternative investment management firm providing private markets services to investors around the world. Disclosures:

[361 Capital, a division of Hamilton Lane @361Capital]

If the tiger's job last year was to hunt, kill and devour the public markets. Let's now hope that this year's rabbit will stay alert and outrun anything that might try and tackle the #markets. Read more in our market commentary: https://t.co/oeyd8eO4Bw

[361 Capital, a division of Hamilton Lane @361Capital]

Few umbrellas are needed for equity or debt investors right now as the markets continue to see more sunshine ahead. Read more in our market commentary: https://t.co/tNrcacji01

[361 Capital, a division of Hamilton Lane @361Capital]

It's third and inches from deep in your own territory and you are about to take the snap. Welcome to the current #market setup. Read more in market commentary: https://t.co/YOb2WNPSJj

[361 Capital, a division of Hamilton Lane @361Capital]

While the World Cup surprised with a final week of incredible performances, the FOMC and ECB did the opposite and gave investors two lumps of coal. Read more in our market commentary: https://t.co/eS7HVmBFkM

[361 Capital, a division of Hamilton Lane @361Capital]

It is make or break time for a year end Santa Claus rally. As the S&P 500 hits its 200-day moving average, now would be the perfect time for the bulls. Read more in our market commentary: https://t.co/abfBaFSP1H

[361 Capital, a division of Hamilton Lane @361Capital]

This is a big week for data. The monthly JOLTS and jobs data will drop as well as GDP revisions, ISM, personal income/spending, auto sales, and housing data. Read more in our market commentary: https://t.co/gK9MXJLev3

[361 Capital, a division of Hamilton Lane @361Capital]

We knew that there would be a few meaningful events last week, but the magnitude of directional change was much more than we would have ever guessed. Read more in our #market commentary: https://t.co/j4c0niSoys

[361 Capital, a division of Hamilton Lane @361Capital]

While the text of the FOMC release suggested that the economy should slow due to the lag of rate increases, Fed Chair Powell made it clear there will be no pivot. Read more in our market commentary: https://t.co/xDuJlkmjUp

[361 Capital, a division of Hamilton Lane @361Capital]

The Fed's actions are working, but will it be fast enough for their #inflation goals? Read more in our weekly market commentary: https://t.co/nbHcFw3tdk

[361 Capital, a division of Hamilton Lane @361Capital]

While the stock market continued to digest a big slug of non-horrific earnings reports, the bond market moved the Fed's terminal rate bet for 2023 to 5%. Read more in our weekly market commentary: https://t.co/3xxhSXIvz9

[361 Capital, a division of Hamilton Lane @361Capital]

From my earnings foxhole, the first releases read well. Read more in our weekly market commentary: https://t.co/K4nbOwE1yW

[361 Capital, a division of Hamilton Lane @361Capital]

October means stacks of pumpkins and earnings releases. This third quarter #earnings season will be especially spicy given the increased fear and uncertainty...read more in our market commentary: https://t.co/AIEhhLQ23Y

[361 Capital, a division of Hamilton Lane @361Capital]

Whatever it might be an image of, it is certainly clearer than everyone's outlook for the global financial markets. Read more in our market commentary: https://t.co/4IJ72zer2T

[361 Capital, a division of Hamilton Lane @361Capital]

You can see the light at the end, but how much risk will you take to run down to the other end? Big returns await if you can only make it to the other side. Read more in our market commentary: https://t.co/jbvwjKHkF6

[361 Capital, a division of Hamilton Lane @361Capital]

Just like it used to say on the back of the shampoo bottle: wash, rinse, repeat. The shampoo algorithm. That is what the current market feels like. Read more in our weekly market commentary: https://t.co/vSuETahkVC

[361 Capital, a division of Hamilton Lane @361Capital]

Economic super strength might be good for America, but it has led to bears ravaging your stocks and bonds. Read more in our weekly market commentary: https://t.co/CFXFkrKQcM

[361 Capital, a division of Hamilton Lane @361Capital]

Jerome Powell took the mic from Lana del Rey on Friday. While we all knew the lyrics to his song, the delivery left some #investors in tears and sent growth stock investors jumping headfirst into Lake Jackson. Read more in our weekly market commentary: https://t.co/AwsHV7hRHq

[361 Capital, a division of Hamilton Lane @361Capital]

With the financial #markets still thinking of a high inflation, recession-destined economic picture, last week's much weaker #inflation data dealt investors their own 'big slick' to consider. Read more in our weekly market commentary: https://t.co/CZRWb5seUG

[361 Capital, a division of Hamilton Lane @361Capital]

As bad as June's financial markets were for investors, July was the opposite. Read more in our market commentary: https://t.co/NoWTHvIen9

[361 Capital, a division of Hamilton Lane @361Capital]

Peak earnings. Peak prices. Peak interest rates. Peak summer temperatures. Peak Elon? Read more in our market commentary: https://t.co/yMXxodwvdU