Jeffrey D. Allen

Chief Investment Officer and Senior Portfolio Manager @nowlinassociate , father to two wonderful daughters.

[Jeffrey D. Allen @JeffAllen305]

@FreddyLA7 please stay in the U.S. and root for the USA. Following your travels and experiences has been awesome!!

[Jeffrey D. Allen @JeffAllen305]

@FreddyLA7 Please stay and keep up your coverage of your travels and the games!!

[Jeffrey D. Allen @JeffAllen305]

Today we remember the life and legacy of Alan Greenspan, the former Federal Reserve Chair, who passed away today. Rest in Peace

https://t.co/Tbn4H600PE

[Jeffrey D. Allen @JeffAllen305]

@FreddyLA7 You are probably beginning to realize why America has an obesity problem.

[Bill Ackman @BillAckman]

.@BernieSanders , it is a time to celebrate. @elonmusk has created enormous value for society by building @SpaceX, driving down the cost of rocket launches and creating a global satellite communication network that has brought high speed, low-cost internet and communication access to hundreds of millions and eventually billions of people along with critical advantages for our military and our nation’s defense.

SpaceX and its technologies will cause an acceleration in the growth of wages and wealth creation globally, including in some of the poorest communities in the U.S. and around the world.

Access to low-cost, high speed communications everywhere will allow children around the world to be educated, families to build businesses, and life-saving medical knowledge and care to be available everywhere.

SpaceX will materially bring down the cost of compute, advancing AI and humanity.

Meanwhile, 4,000 SpaceX employees yesterday became millionaires, including hourly wage employees who you claim you are trying to help.

The Elon Musks of the world drive growth, global GDP, and provide access to goods and services at lower cost that would otherwise not exist.

Elon’s nominal trillionaire status is due to his ownership of SpaceX, Tesla, Neuralink, the Boring Company and his other initiatives that have brought new technologies that improve our everyday lives.

Elon is not sitting on a trillion dollar pile of cash, jewelry and gold. He is using his controlling stakes in his companies to advance mankind. Elon’s companies don’t pay dividends. They reinvest all of their capital to accelerate innovation and value creation.

Elon is working 24/7 for all of us. He deserves respect and appreciation, not smears.

Bernie, your socialism would never allow a SpaceX to be built. Socialism has only proven to impoverish mankind and lead to death and destruction.

We need to create the conditions for more SpaceXs to be built, not attack the great entrepreneurs who are helping to advance our country.

[Jeffrey D. Allen @JeffAllen305]

@BehizyTweets Get Freddy to WH for Sunday!!

[Jeffrey D. Allen @JeffAllen305]

@spann fultondale looking north

[The Kobeissi Letter @KobeissiLetter]

Bond markets are flashing red.

Today, the US 30Y Note Yield officially hit its highest level since July 2007, at 5.19%.

This will soon become Americans’ biggest problem, yet the vast majority do not even know it is happening.

What is happening? Let us explain.

(a thread)

[Steve Burns @SJosephBurns]

“I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction.”

- Stanley Druckenmiller

[Investment Wisdom @InvestingCanons]

“If you spend 14 minutes a year on economics, you just wasted 12 minutes.”

— Peter Lynch

[Turning Point USA @TPUSA]

All for @charliekirk11.

[Charlie Kirk @charliekirk11]

It’s all about Jesus.

[Tim Cook @tim_cook]

Apple is expanding our US commitment to $600 billion over the next four years. And our new American Manufacturing Program will bring even more jobs and advanced manufacturing to the US.

[Jeffrey D. Allen @JeffAllen305]

@ELonMuskNewssX A

[Donald Trump Jr. @DonaldJTrumpJr]

Huge win for our public lands! Very grateful for our team @hunternation, where I am proud to be a board member, for working so tirelessly to get this bill that would have sold off our public lands pulled. I’m also thankful for @senmikelee for being willing to listen and change his mind. Mike is a great friend and while we usually agree on almost everything, but this was a rare exception where we didn’t. In Washington once these balls get rolling it’s often hard to change course and it takes a person of a great character to be able to do that. Thanks all.

[Jeffrey D. Allen @JeffAllen305]

@SenMikeLee thank you for pulling your public land sale from the bill. The American people love and cherish those lands and the ability to recreate on them. Even the ones close to major metropolitan areas are important to us.

[Nasdaq Dorsey Wright @DorseyWrightNDW]

As of Friday (4/11), there had been nine trading days in the month of April. Four of them brought a daily move of >3% in either direction. The chart shows the historical daily returns on a distribution table for $SPX since 1970.

[Jeffrey D. Allen @JeffAllen305]

https://t.co/P2nX58VvTV

[Jeffrey D. Allen @JeffAllen305]

Hmmmm….. Stagflation???

[Mohamed A. El-Erian @elerianm]

As expected, the Fed left interest rates unchanged and paused QT.
Officials increased their inflation forecasts and lowered their growth projections — and both were far from insignificant, with the growth cuts exceeding the inflation rises.
The interest rate forward policy guidance remains at two cuts.
The stock market will like the rate guidance remaining as is despite the increase in the inflation forecasts. It illustrates the worries about growth.
The focus now shifts to Chair Powell’s press conference.
#economy #centralbanks #markets #FederalReserve