APC

Markets / Stocks / Macro. Tweets are not investment advice.

[APC @axispointcap]

@waitbutwhy Take more risk

[APC @axispointcap]

@elonmusk @BillAckman @federalreserve The Fed should cut and wait and see how bank contagion spreads, but there js strong reflexivity between the market and the Fed’s actions. The fact that the market is pricing > 60% of a +25 bps hike will likely push the Fed into doing such. Recession risks will rise.

[APC @axispointcap]

https://t.co/L2xJRrkHnI

[APC @axispointcap]

@TheMarkCooke All of these companies are well-run, high-growth companies in the $25B - $125B mrkt cap sweet spot. They will likely benefit from continued rotation out of FAANG as investors realize they need exposure to the next generation of future $1T mrkt cap companies.

[APC @axispointcap]

@saxena_puru I’ll take the over on 2022. No tapering for years. Bubble still early stages. Invest accordingly!

[APC @axispointcap]

@DiMartinoBooth Given the M will stay at elevated level, eventually V will arrive to push prices higher in the M x V equation.

[APC @axispointcap]

You have to either buy or sell the purple bar - wyd?