Callie Cox

🤓 Chief market nerd @ritholtzwealth @thecompoundnews 😊 Author of OptimistiCallie 👉 Views my own, not investment advice

[Callie Cox @callieabost]

🍾 NEW OPTIMISTICALLIE 🍾

My take on private investments

https://t.co/NEBYQBliJP

[Callie Cox @callieabost]

Everybody is commenting on how pressers are so hard and anybody would crumble at that podium.

Sure, there will be growing pains, but a coherent, consistent view on both sides of the dual mandate is table stakes for a Fed chair.

[Callie Cox @callieabost]

Regardless of Warsh's rhetorical choices, he's arguably the most impactful public figure when it comes to interest rates.

Interest rates are the most important variable in how we all approach financial decisions.

At the very least, he needs to keep his story straight.

[Callie Cox @callieabost]

Who has two thumbs, half a brain, and will foolishly watch every Warsh presser just to listen to him poo poo every question because he has a task force for that?

👍👍 this girl

[Callie Cox @callieabost]

A good family fight, they said 👀👀👀

[Callie Cox @callieabost]

Hey, it’s cool.

I have babies (yes, plural), you think I’ve got time to watch a game?!

(yes, this is cope)

[Spencer Haskell @sdhaskell68]

North Carolina picked to finish 15th in the ACC in the preseason poll.

[Callie Cox @callieabost]

@Todd_Sohn 😅

[Callie Cox @callieabost]

🍾 NEW OPTIMISTICALLIE 🍾

My take on private investments

https://t.co/NEBYQBliJP

[The Compound @TheCompoundNews]

"If you have a desire and discretionary cash to burn, who am I to tell you what to do?" 💸 - @callieabost

https://t.co/otqCfFZjhA

[Ritholtz @RitholtzWealth]

The Private Party

"You have to be careful, though. There’s a LOT of slop in private investments, and the slop managers will charge you egregiously high fees for a sloppy piece of the slop pie. So how do you sort through the slop?"

https://t.co/R0WsAtqrpl

by @callieabost

[Callie Cox @callieabost]

@BretKenwell 100%

[Callie Cox @callieabost]

I've said it before and I'll say it again

You can't call big tech the profitability golden children and the nimble AI leaders at the same time.

Something has to give.

[Callie Cox @callieabost]

@KevRGordon breakevens haven't really moved, which is shocking

[Callie Cox @callieabost]

hey guess what, I wrote about this!

https://t.co/WPECo6C5tR

[Callie Cox @callieabost]

Woof, what a chart.

$GOOG just posted its first quarter of negative free cash flow in at least 10 years.

[Callie Cox @callieabost]

(Google is spending insane amounts of money on AI, and free cash flow includes the impact from business spending)

[Callie Cox @callieabost]

@TheChartReport thx!

[Ritholtz @RitholtzWealth]

A Full Bull?

"The AI trade has changed to favor the tangible builders of the technology. The picks and shovels, if you will...The broadening trade is real. It’s just…different."

https://t.co/nTXD2B2EAS

by @callieabost

[The Compound @TheCompoundNews]

"What’s worked for most of this hobbled bull may not be working anymore." 🐂 - @callieabost

https://t.co/dEMcuXhSVM

[Callie Cox @callieabost]

🐂 NEW OPTIMISTICALLIE 🐂

This bull market has been the product of a handful of stocks pulling the S&P 500 higher.

Yet this year, nearly half of S&P stocks are outperforming the index.

Are we finally in the midst of a strong, broad, raging bull?

https://t.co/DJixAGpz2T