Newton Jones

ML floor NYSE , Listed, OTC, Program trading desks and Advisor to the top .5% for the last 28 years- Long Only Portfolio Manager. Not financial advice.

[Newton Jones @NewtonJonesIV]

@JoshuaBarzon @Grok what was the difference in infection and death rates by color

[Newton Jones @NewtonJonesIV]

Market seems to be normalizing and the unusual positive correlation between the price of bonds and the price of equities- possible could be finally getting back to normalcy of negative correlation. High nominal and real growth plus remarkable earnings growth- is your old school business cycle- higher rates- lower prices and higher equity valuations. Is MMT finally dead? I hope so.

[Newton Jones @NewtonJonesIV]

@DsrPrivate When 41% of the S&P is down 20% or
more from their 52 wk high, 75% below the 50 day and 53% below the 200 day (as of last week) - it’s tough out there.

[Newton Jones @NewtonJonesIV]

@aleabitoreddit The straw.

[Newton Jones @NewtonJonesIV]

@laralogan Agreed.

[Newton Jones @NewtonJonesIV]

You articulating why the correlation between stocks and bonds have been low to negative up until approximately 5 years ago. They have now become highly correlated. The market is normalizing from a not normal 0% interest rate Fed driven economy to a more normal environment. Anyone over the age of 40, understands from an historical perspective, interest rates are not high. They are high based on the recent past. Especially, post the financial crisis. The adjustment will not be painless, but this is the new normal and the market is adjusting,

[Newton Jones @NewtonJonesIV]

@michaeljburry That is ridiculous.

[Newton Jones @NewtonJonesIV]

@SteveLovesAmmo This was the US not long ago. Amazing what short memories people have.

[Newton Jones @NewtonJonesIV]

@biancoresearch When you start from zero what did you expect?

[Newton Jones @NewtonJonesIV]

@ProfAnthony0114 Love her already.

[Newton Jones @NewtonJonesIV]

@bennyjohnson Shutting down USAID and shutting off the valve that was pouring cash to “NGO’s”, two seemingly benign acts, have helped to reshape the geo-politics both here and abroad, while saving the tax payers billions.

[Newton Jones @NewtonJonesIV]

@dfw_ama 78

[Newton Jones @NewtonJonesIV]

@DOGEQEEN 🙏

[Newton Jones @NewtonJonesIV]

@batuhanppn 20lbs

[Newton Jones @NewtonJonesIV]

@TheRonnieVShow Shorts are in control of APP- agreed far too cheap. Stated in the last call they believe they will execute at a 30% growth rate. TAM is growing dramatically- it’s a show me story. But, they could grow at approx. half of this rate and have PEG of 1.

[Newton Jones @NewtonJonesIV]

These are all fundamental shifts that frankly the next administration will get credit for. Structural changes have significant lag to the real economy.

“The Trump program is not simply tax-cut economics. It is a supply-side strategy with national purpose: lower regulatory barriers, expand domestic energy, reward capital formation, rebuild strategic supply chains and make building in America more attractive than offshoring.”

[Newton Jones @NewtonJonesIV]

@altcap Your leadership in getting this “momentum” built to final execution, represents the power of the private sector being welcomed into Gov’t to make real change. This is our path to keep this “great experiment” going for the next 250 years.

[Newton Jones @NewtonJonesIV]

@DataRepublican If you were being attacked- it just means you were making a difference in stopping radicals from pushing their big Government ideology. Thank you for your service.

[Newton Jones @NewtonJonesIV]

@DsrPrivate My thinking going into the week was the fed would raise another 25 in Oct. what’s your view- data seemed a little cooler this week.

[Newton Jones @NewtonJonesIV]

@batuhanppn 5