Austin Cuervo

Millennial. Investor. Future Champions Tour Player. Petrochemical Trader

[Austin Cuervo @AustinCuervo]

@WSJecon Mmmmmmm

[Federal Reserve @federalreserve]

February consumer credit up 3.8%; revolving credit up 5.0%; nonrevolving credit up 3.4% (SAAR): https://t.co/Zujt3BAQll

[Bill Ackman @BillAckman]

This is spot on.

[Federal Reserve @federalreserve]

@federalreserve announces the members of its Community Depository Institutions Advisory Council (CDIAC) for 2023: https://t.co/qsBbonBczE

[Austin Lieberman @LiebermanAustin]

Pick your fighter

$GOOGL
Revenue $282B
YoY Revenue Growth: 1%
Operating Margin 26%
Market Cap: $1.17T
P/E 20

$NVDA
Revenue $28B
YoY Revenue Growth: -17%
Operating Margin 25%
Market Cap: $583B
P/E 100

Google has 10x the revenue and only 2x the market cap. Bonkers

[Bill Ackman @BillAckman]

If you want to understand what is going on in our schools, you have to listen to the students.

[CNBCOvertime @CNBCOvertime]

Why @fundstrat says the S&P 500 will hit 4,800 by year-end

[Federal Reserve @federalreserve]

Read Chair Powell's full opening statement from the #FOMC press conference (PDF): https://t.co/oyouAulg0V

[Quartr @Quartr_App]

We love to visualize data in creative ways.

In this monster thread we will share 25 of our most appreciated visuals. Let's dig in 🧵

1. Almost 70 years of $BRK compounding:

[Liz Thomas @LizThomasStrat]

The Near-term Forward Spread is at its deepest level of inversion in over 40 years implying a 73% chance of recession within the next 12 months. Bond market still shouting at equity bulls.

[Federal Reserve @federalreserve]

Scammers are working hard to get your personal information and money!  

Learn more to help you and your loved ones avoid becoming victims: 
https://t.co/0b1Bgmi5T6

[Nick Timiraos @NickTimiraos]

Minneapolis Fed President Neel Kashkari says he penciled in another 100 bps in rate rises this year, for a terminal policy rate of 5.4%

This is despite "increasing evidence" that inflation may have peaked https://t.co/RpskkLB83U

[Real Time Economics @WSJecon]

Fed’s Kashkari Sees Rates Rising to 5.4% https://t.co/FvjqnpNzH5

[Marc Andreessen 🇺🇸 @pmarca]

Nobody has any idea what will happen with stock prices, inflation, interest rates, or the economy in 2023.

[Brian Stoffel @Brian_Stoffel_]

The market crash is here.

Forget profits -- Free cash flow matters now more than ever

If you're an individual investor, you MUST know how to read a CASH FLOW STATEMENT

Here's what you need to know:⤵️

[Ben Meer @SystemSunday]

8 minimalist habits for a clutter-free 2023:

[Bill Ackman @BillAckman]

Happy Birthday to an amazing man from whom I have learned so much. Thank you Charlie!

[Federal Reserve @federalreserve]

Community financial institutions must prepare for the adoption of the Current Expected Credit Losses (CECL) standard. @federalreserve has developed tools to support community banks as they make this transition.
Learn more: https://t.co/cIlNIBtehM

[Austin Cuervo @AustinCuervo]

@RecoupAlpha @quant_arb Can u share it?