Three macro drivers matter most: the U.S. 10-year yield, crude oil, and the U.S. dollar.
They collectively drive liquidity, inflation expectations, and capital flows.
When all three move sharply in the same direction, portfolio stress emerges quickly.
It’s also when active positioning starts to matter most in our opinion.
➡️ Learn more about Rareview Capital’s macro perspective at https://t.co/LQBT7wzuRE
#Macro #Markets
On February 25, 2026, from 2:00–4:00 PM, I’ll be speaking at @MoneyShow here in Las Vegas at the Paris Hotel alongside Steve Hotovec, CEO of Barastone, on one of the fastest-evolving asset classes in structured finance: Home Equity Investments (HEIs).
I am on at 11:15 am ET to explain how to understand loss contingency statements as part of a tool to understanding tail risk. Thank you @MoneyShow https://t.co/A3ybLiSUd9
I'm thrilled to bring my background in trading, law, and financial accounting to @MoneyShow tomorrow for a presentation at 11:15 AM ET on Identifying Alpha in Loss Contingency Disclosures in Financial Reports.
Thank you, Moneyshow
https://t.co/A3ybLiSUd9
It has been some time since I have posted here on X, but I am happy to report that I am now a licensed attorney in Nevada and completing my MBA at UNLV with coursework in financial reporting, data modeling, M&A, and tax.
Join me on July 17 at the Money Show Masters Symposium at Caesar's Palace in Las Vegas as I share how to use the Netto Number to compare the performance of any asset class in your portfolio and identify what to keep and what to cut.
https://t.co/rPCU5nyCVc
Per @5thrule the third week since the dollar was floated more than 50 years ago that DXY has fallen at least 2.5% in a week in which the 10-year Treasury yield was up at least 25 bps (July 1985 and May 2009) both saw the dollar go on to post substantial losses in months after.
It's my profound honor to present on behalf of the Trading Pit and help share my perspective of the markets with the investor community while bringing awareness to Veterans' charities and other worthy causes.
👉 Experience trading insights in The Trading Pit's exclusive FREE 5-part live webinar series with the Market Wizard himself, @JohnNetto
Monday, 27 November 2023, continuing on selected Mondays at 11:00 AM EST | 36-minute sessions |
Register Now 👉https://t.co/IsoqdllLa6
@JeannetteCeja Giving this person who made the comment the benedit of the doubt, how would they characterize the conversation? What context might they bring in that may alter our perception of what was said or it’s intent ?