John Mowrey

CIO of NFJ Investment Group. CFA. Executive Managing Director. ‘We buy straw hats in the winter’

[John Mowrey @JohnRMowrey]

Is the Treasury becoming an active fixed income manager?!

The Fed played Operation Twist.

Now Treasury is playing Twister 😂

[John Mowrey @JohnRMowrey]

The first trillion-dollar revenue company - on sale?

Talking Amazon with @LizClaman on @FoxBusiness:

https://t.co/XRj2pPOYhQ

[John Mowrey @JohnRMowrey]

Biggest capex cycle in modern history?

Hyperscaler spend ~3% of GDP.

Big number. Bigger question: does it earn?

Markets will decide.

w/ @tomkeene @ptsweeney

https://t.co/FxyVi6yEsP

[John Mowrey @JohnRMowrey]

Small and mid caps are telling you something.

This isn’t just rotation—it’s a signal on rates and where pressure is easing.

Pay attention to what’s working beneath the surface.

[Prof G Markets @ProfGMarkets]

Investing opportunities right now with @rbrtrmstrng and @JohnRMowrey

[John Mowrey @JohnRMowrey]

Rhetoric moves headlines.

Policy and earnings move markets.

Watch what companies are actually saying—and who has pricing power.

[Prof G Markets @ProfGMarkets]

How to handle Trump's tweets as an investor with @JohnRMowrey and @rbrtrmstrng

[John Mowrey @JohnRMowrey]

Markets aren’t reacting to headlines they’re reacting to what those headlines mean for inflation and rates.

That’s where the real volatility is coming from.

[Prof G Markets @ProfGMarkets]

‘Markets Are Betting the Iran War Is Over — Is it?’

Please subscribe to the NEW Prof G Markets Youtube channel via tweet below.

@edels0n is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market.

@rbrtrmstrng is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. @JohnRMowrey is the Chief Investment Officer of NFJ Investment Group.

Ep available now in reply👇

[John Mowrey @JohnRMowrey]

Earnings are holding up. Multiples aren’t.

Markets aren’t breaking — they’re repricing.

That gap is the opportunity.

@CNBC yesterday: https://t.co/3wmOSodOE7

[John Mowrey @JohnRMowrey]

Earnings are holding up. Multiples aren’t.

Market is repricing duration, not fundamentals.

[John Mowrey @JohnRMowrey]

Markets didn’t sell off - they repriced.

This has largely been a multiple compression story - earnings haven’t changed.

The bigger shift: away from long-duration assets toward cash flow + hard assets.

Even the AI trade requires real capital.

Joined @ProfGMarkets with @edels0n to break it down

https://t.co/XNQQqD6lm3

[John Mowrey @JohnRMowrey]

@LilyFunds Appreciate it. Plenty of opportunities when narratives start cracking.

[John Mowrey @JohnRMowrey]

Joined Bloomberg @markets this morning with @tomkeene and @alexandraandnyc to discuss hot inflation vs shock inflation — and why private credit stress can quickly become way less “private.”

[John Mowrey @JohnRMowrey]

@LilyFunds Appreciate that — always good to hear from a fellow Allianz alum!

Deep value works when capital discipline matters again. Buffett’s cash pile says a lot about today’s opportunity set.

[John Mowrey @JohnRMowrey]

2000 was a tech bubble.
Today may be an asset-allocation bubble.

[John Mowrey @JohnRMowrey]

@Monettoks Thank you!!

[John Mowrey @JohnRMowrey]

Really enjoyed chopping it up with Downtown Josh Brown and Michael Batnick — thanks again for having me on.

[The Compound @TheCompoundNews]

What to Buy in the Momentum Stock Slaughterhouse | TCAF 228🎙️

@Downtown and @michaelbatnick are joined by @JohnRMowrey to discuss the free fall in software stocks, what makes a value stock, how to measure a bear market, the crypto crash, and more!🔥

YouTube⏯️https://t.co/6nGXvmfTxe

Podcast🎧https://t.co/l0WtBG1PN2

Sponsored by: @WisdomTreeFunds & @Clear_Bridge

[John Mowrey @JohnRMowrey]

@KWOklahoma23 @TheCompoundNews @Downtown @michaelbatnick Thanks man! Appreciate it!

[John Mowrey @JohnRMowrey]

@SerithTweet @TheCompoundNews @Downtown @michaelbatnick Haha ! I love it!

[John Mowrey @JohnRMowrey]

@Rocky84305245 Appreciate that! Thank you!

[John Mowrey @JohnRMowrey]

@MikeS123456 Thank you so much !

[The Compound @TheCompoundNews]

Consumer Staples Aren't the Trade

https://t.co/X0YLgEU0Lt
@JohnRMowrey @Downtown @michaelbatnick

[The Compound @TheCompoundNews]

The Selloff in Software

@JohnRMowrey @Downtown @michaelbatnick
⏯️https://t.co/X0YLgEU0Lt