Kevin Kleinman

"Hard work or fail." - My daughter, age 7

[Kevin Kleinman @KleinmanBHC]

@obvious_shirts Where’s the best BJ ever shirt @TWaddle87 was wearing on @WaddleandSilvy yesterday? Would love to buy a bunch for friends/clients

[Kevin Kleinman @KleinmanBHC]

Starting to register multiple closes below the Fed day (12/18/24) low level of $585.89.

This will be the fourth close below that level so far since the Fed day, all four have occurred in 2025.

Bigger sell-off likely needed to set up better upside action.

Watch $SPY 571-568

[Kevin Kleinman @KleinmanBHC]

@NateGeraci Of course, agreed. Their survey of 1000 respondents is 1000 people in the echo chamber… probably mostly male, and age 18-34. But the “first time buying crypto” is the bigger point.

[Kevin Kleinman @KleinmanBHC]

@NateGeraci Yes, that’s just my opinion. These are not your usually lot of meme coin “traders”

[Kevin Kleinman @KleinmanBHC]

@WaddleandSilvy Brady might go to the locker room after the game and sign him.

[Kevin Kleinman @KleinmanBHC]

@JunoVero @bespokeinvest There’s actually zero nuance to this date.

They picked the official start and official end of the presidential term and told you what the return was.

Don’t shoot the messenger. Bespoke does very good work.

[Kevin Kleinman @KleinmanBHC]

@wesbury Same exact question, typed into chatgpt just now...

[Kevin Kleinman @KleinmanBHC]

@cfromhertz True but that's headline, not core... core came in at 0.20%, which annualizes out to 2.4%.

Still above target, but consider this:

core prices rose 3.9% in 2023 and then 3.2% in 2024

So we are heading the right direction which seems to be what the market cares about (today)

[Kevin Kleinman @KleinmanBHC]

$MSFT is up just 5.50% over the last 1 year (about 1% more if you include dividends)

[Kevin Kleinman @KleinmanBHC]

@ohhushmusic @dollarsanddata I like his tweet but it ignores the power of creative or athletic talent.

Plenty of artists or athletes came from nothing and had none of his 3 points but are worth millions today.

[Kevin Kleinman @KleinmanBHC]

@RetroCoast

[Kevin Kleinman @KleinmanBHC]

@Beach_Wolf69 Every single one of those charts shows a sudden drop from the top that preceded a much bigger fall months ahead of time.

We can agree to disagree. Warnings will pop up. They may pop up suddenly with little notice, but they will pop up.

Bear markets don’t happen overnight.

[Kevin Kleinman @KleinmanBHC]

@Beach_Wolf69 what's going to happen to interest rates in an environment where federal revenue is falling? That's accompanied by an economic slow down which will bring falling bond yields.

The market will give us warnings when it's time to care about this stuff... now is not that time.

[Kevin Kleinman @KleinmanBHC]

@Beach_Wolf69 This assumes federal revenue is fixed. It’s not. The current bond yield and subsequent non stock reaction is reflective of the market’s belief that federal revenues are indeed going to rise, perhaps dramatically so.

[Kevin Kleinman @KleinmanBHC]

@EricBalchunas @Super70sSports Merchandise revenue is one of the revenue streams least subject to revenue sharing agreements (still subject but lower cut)… so that’s why you see so much updating of jerseys, logos, color schemes, etc.

[Kevin Kleinman @KleinmanBHC]

@EricBalchunas @Super70sSports Eric, they make MORE money having these alt uni’s. Since they are sold predominantly on team websites they are not subject to the same revenue sharing agreements as gate revenue or standard unis bought in fan stores in stadium. This trend will accelerate even more.