just a guy

[just a guy @PrezKushner]

Reminder that the internet will never ever let you down

[just a guy @PrezKushner]

@adventure_easy @TicTocTick @RemindMe_OfThis @RemindMe_OfThis in 3 weeks. Turtles so the way down

[just a guy @PrezKushner]

@SnipeTrades @RemindMe_OfThis in 5 days

[just a guy @PrezKushner]

@CliffordAsness But muh rehypothecationz

[Jeff Macke @JeffMacke]

“I’m sorry about stocks. Everyone liked them”

[Alf @MacroAlf]

Plenty of people are pointing out the big repricing in valuations we've seen this year, which makes stocks look visually ''cheap'' on a multi-year basis.

But equity valuations should not be looked at in a silo.

A short thread on the valuations of the stock market.

1/10

[just a guy @PrezKushner]

@TicTocTick @RemindMe_OfThis in 1 month

[just a guy @PrezKushner]

@dailydirtnap @RemindMe_OfThis when it doesn't happen

[Stat Arb @quant_arb]

They passed on a really good opportunity to call the matrix 2, the tensor.

[Alf @MacroAlf]

Overall, this was a big communication mistake that unleashed an unwanted market reaction

Tomorrow, I'll cover what this means in more details and do a Fed meeting deep dive on https://t.co/tg1KaMkp5N - make sure you subscribe so you get the article directly in your inbox!

13/13

[just a guy @PrezKushner]

@PAXAVGVSTVS @AlessioUrban @RemindMe_OfThis in 1 day

[just a guy @PrezKushner]

@AJDelgado13 @RemindMe_OfThis in 6 months

[just a guy @PrezKushner]

@palmerLoni4

[just a guy @PrezKushner]

@LeciaMichelle11 @PetzSharon @PrincessMeerk What a sorry shadow of an intellectual position

Let me help you out, your largest failing is not realizing you could be wrong.

[just a guy @PrezKushner]

@sullydish

[just a guy @PrezKushner]

@CyclesFan @RemindMe_OfThis in 1 week

[just a guy @PrezKushner]

@DaveHcontrarian

[just a guy @PrezKushner]

@HenrikZeberg @RemindMe_OfThis in 2 years

[just a guy @PrezKushner]

@LibCajunFishtit It gets worse ... https://t.co/o8MSLFKAiB

[just a guy @PrezKushner]

@hikingskiing @MmeAlexandraS @wholemars @heydave7 @sbink @SawyerMerritt @RemindMe_OfThis in 2028