Baba

[Baba @Mounirfj]

@BobEUnlimited @teaze_r Long term rates didn’t stay at 5% long enough to topple the economy. They lasted just about enough to cause a minor jolt.
In other words, rates don’t need to go higher than 5% to force a meaningful slowdown, they need to stay there for longer.

[Baba @Mounirfj]

Inflation Nowcasting https://t.co/va60QE2ckZ

[James Lavish @jameslavish]

Treasury auctions can give us clues to the health or problems of the entire US financial system.

But what are those clues and how can you tell?

Time for a Treasury 🧵👇

[Baba @Mounirfj]

@WalterDeemer Everyone will get it wrong at least once.
I still remember January 2016, I waited for $SPX to hit that target—- and we all know what transpired:

[Steve Burns @SJosephBurns]

10 Price Action Strategy Trading Tips: ⬇️

[Baba @Mounirfj]

@allstarcharts Fair enough.
How do you do it then?
How do you determine a fair value / price of a risky asset and price you are willing to pay for it?

[Baba @Mounirfj]

@allstarcharts I beg to differ there.
Forward Earnings will always be an important factor in determining valuations and a fair price for most risky assets. Wether it is related to the stock market or real economy.

[Baba @Mounirfj]

@allstarcharts Point well taken. Care to answer the Q related to forward EPS, and reasonable P/E?
Disclosure: investor with 5 to 8 year horizon, have managed to avoid most of the 2022 drawdown, 15% appreciation in 22. Biased towards EM over U.S. for 2023-24
Risk: currently 80% in cash!

[Baba @Mounirfj]

@humanspecies25 @TruthGundlach Yeah, because Gundlach owns the Fed.

[Baba @Mounirfj]

@Jimmyjude13 Do you trade ETF and individual stocks, or futures & options only?

[Baba @Mounirfj]

@WalterDeemer To naysayers- volume & money flow always matter.
How else can you tell whether institutional/smart money is at work, and where it is rotating.

[Baba @Mounirfj]

@MillionaireBiz1 Ok PacMan,
Share your thoughts on the path $TLT may follow the next 3 to 6 months.
And, at what point you would put your money behind it.

[Baba @Mounirfj]

@johnfcarter Some always exist in retrospect.

[Baba @Mounirfj]

@SJosephBurns Millionaires are outdated.
Talk to us about how to become Billionaires.
Pull a SBF 😂
A highly educational movie will be out soonest.

[Baba @Mounirfj]

@hmeisler @sharkbiotech We need to become unionised.
Imagine 90% of this community shorting an index!
Who would lose & who would win?

[Baba @Mounirfj]

@tomkeene It has gotten way more complicated than originally anticipated.

[Baba @Mounirfj]

@evcoop95 @paulkrugman @GOP And the world is laughing at all of you, without discrimination.

[Baba @Mounirfj]

@lisaabramowicz1 Perma bulls can be their own worst enemies.
The more they fight the Fed, the higher rates will go, and or longer will have to stay there ===> leading to more pain before it is all over and “the bottom for equities” is in.

[Baba @Mounirfj]

@lisaabramowicz1 @NickTimiraos