George Tsilis

Important disclosures @SchwabNetwork Sr. Contributor. Economist, Educator, Basketball & Outdoor Enthusiast, Father of 2.

[George Tsilis @G_Tsilis]

El Salvador is only one of two Latin American countries that officially uses the US dollar as their primary domestic currency. There is probably no better place in the world right now to illicitly covert bitcoin to dollars.

[The Wall Street Journal @WSJ]

Bitcoin’s price tumbled on the day that El Salvador took the unprecedented step of making the asset its national currency https://t.co/QN1iZruPvk

[George Tsilis @G_Tsilis]

Based on the huge downside surprise in consumer sentiment and high expectations of inflation, it appears the consumer is not in sync with the Fed's take on 'transitory' inflation.
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[George Tsilis @G_Tsilis]

While the S&P has been grinding higher, transports are drifting lower over the past 3 months.

[George Tsilis @G_Tsilis]

For the sake of perspective, the last time the Fed trimmed back it's QE purchase program in 2018, the equity markets exhibited several volatility events.

[George Tsilis @G_Tsilis]

Not a bad 1st half of gains so far in 2021. Its been 14 months since a a solid 10% pullback. Statistically, they happen every 12 months.

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[George Tsilis @G_Tsilis]

Wild week for stocks ending on a high note after yields barely budged on higher than expected inflation prints.

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[George Tsilis @G_Tsilis]

Ad-Tech, $TTD, $MGNI. Ouch!

[George Tsilis @G_Tsilis]

Nasdaq profit taking since the beginning of the trading day as yields can't make up their mind in response to the weaker then expected labor market report.

[George Tsilis @G_Tsilis]

@OJRenick Yes it could... 3 year price relative to equity multiple. One has to eventually give way.

[George Tsilis @G_Tsilis]

Total market share of 6 stocks, including Alphabet class A and C shares combined reporting earnings this week. $10.6 trillion out of $34 trillion in the S&P 500 is kind of a big deal.

[George Tsilis @G_Tsilis]

@BenWatson_TDA @MFollett_TDA Ben Watson!!!!! Smarter than IBM Watson

[George Tsilis @G_Tsilis]

@MFollett_TDA A stock you should have told me to buy back on January 18th?

[George Tsilis @G_Tsilis]

@SLewicky_TDA What do they know! QE looks valid to me in the game of stocks...

[George Tsilis @G_Tsilis]

The COVID shock is going to set up for some very high year-on-year CPI inflation prints by mid-year. However, there is not denying secular disinflation is very much still intact.

[George Tsilis @G_Tsilis]

No one is talking about the impact of rates on corporate debt. In 2019, the average maturity of investment grade bonds was about 13 years. Up from an average of 5 years in 2016. Longer maturities are associated with higher price sensitivity to changes in interest rates.

[George Tsilis @G_Tsilis]

Recent fiscal program will temporarily boost personal income from monetized transfer payments. However, permanent income is needed for sustainable inflation.

[George Tsilis @G_Tsilis]

5 year rates spiking today affecting most equities. Has nothing to do with transitory inflation, but rather a financial constraint in corporate credit markets...

[George Tsilis @G_Tsilis]

20 Day, 1 hour on /NQ. Patience pays. #patiencepays

[George Tsilis @G_Tsilis]

@JBoyd_TDA 🙏🙏🙏🙏🙏 for Amber!

[George Tsilis @G_Tsilis]

Today's tape is a slimmed down version of Monday's rotation from momentum growth to cyclical value. Perhaps positive news of a viable vaccine is the inflection point value investors have been patiently waiting for. https://t.co/fKuCmcvMWe