SJ

Finance and Mathematics

[SJ @FinanceTrader45]

@LasseRydgren Tror man også kommer langt med ett lite paragraf med hva som i markedet for tiden, fra ett makro bilde

[IGSquawk @IGSquawk]

Weekend markets update:
#USOIL 7152 +6.32%
#DAX 25094 -0.20%
#DOW 48785 -0.15%
#NASDAQ 24847 -0.28%
#FTSE 10865 +0.03%
#HANGSENG 26378 -0.43%
#EURUSD 11803 -0.13%
#GOLD 5371 +1.73%
#SILVER 9470 +0.92%
#IGWeekendMarkets

[Lisa Abramowicz @lisaabramowicz1]

"For the first time this decade, hedged inflows into America are now dominating over unhedged exposure:" DB's George Saravelos

[Robin Brooks @robin_j_brooks]

The Dollar is having a moment. It's up almost 2% so far this month and there's an important lesson in that. Markets don't care about tariff headlines unless they're about China. Everyone else is just along for the ride. I wrote about this over the weekend.
https://t.co/CIgfbtLKq0

[Vivian Larsen @vivi_lars]

Formueskatten AP/SP økte i desember 2021 har kostet oss dyrt.. Tok 2 kvartaler før effekten viste seg.

[SJ @FinanceTrader45]

@NaessRobert Dette var også nøye forklart i personlig økonomi på NHH. Synd ikke poliktere har kunnskap fra slike fag

[The Transcript @TheTranscript_]

Buffett on reading financials:

"That’s something we’ve never really talked about publicly, but I actually spend more time looking at balance sheets than income statements. Wall Street often focuses on income statements, but I like to study balance sheets — ideally over an 8 to 10-year period — before I even glance at the income statement. You can’t hide as much on the balance sheet. It's harder to manipulate than earnings figures"

[SJ @FinanceTrader45]

@Holm5Holm Vel altså, når man ser tilbake på det så kuttet jo faktisk FED med 50 basispunkter i september 2024 når inflasjon var økende. Teorier er at de ønsket Biden gjenvalgt. Sier meg ikke enig, men var ett overraskende trekk fra FED.

[IGSquawk @IGSquawk]

Weekend markets update:
#DAX 20808 +0.51%
#DOW 40459 +0.55%
#NASDAQ 19052 +1.97%
#FTSE 8134 +0.44%
#HANGSENG 21261 +0.69%
#GBPUSD 13070 -0.32%
#EURUSD 11341 -0.17%
#USDJPY 14406 +0.37%
#GOLD 3221 -0.51%
#IGWeekendMarkets

[*Walter Bloomberg @DeItaone]

KASHKARI: NO MONETARY POLICY RESPONSE, UP OR DOWN, SHOULD BE OFF THE TABLE

[Andreas Steno Larsen @AndreasSteno]

BESSENT: "NORMAL DELEVERAGING IN BOND MARKET, NOTHING SYSTEMIC"

This reminds me of what Mnuchin did over Christmas in 2018.

"Liquidity is fine. I just called the banks to check."

Whenever someone publicly tries to calm things down, it usually means there’s actually a problem.

Never believe anything until it has been officially denied.

[First Squawk @FirstSquawk]

CHINA URGES DIALOG WITH US TO RESOLVE TRADE DISPUTES: XINHUA

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

$VIX above 40 is usually a pretty sweet spot.. it's the low-mid-20s that's stinky.

Nice chart from Chart Kid @mattcerminaro

[zerohedge @zerohedge]

Remember when the Fed cuts a jumbo 50bps in Sept 2024 (2 months before the election) to keep Biden in power? Well, that was the bottom of the housing market: home prices are up every month since. Thanks Powell for yet another housing bubble.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

ING: Mar-a-Lago Accord: 10 questions answered on devaluing the dollar

[Bob Elliott @BobEUnlimited]

No change in 12m forward earnings expectations despite the recent market selloff and indications of weaker economic data.

[Hooman @hoomansv]

$SPY alright this is nuts. Since 1993 the S&P is up ~1100% in pre-market/after-hours, but it’s nearly flat during regular trading hours LOOL

All the gains have been made overnight!