Timo

🇫🇮

Business: Entrepreneur, Investor & Swing Trader

Hobbies: Boating, Technical Analysis & Politics

Might find some sarcastic comments here and there

[Macro Charts @MacroCharts]

EEM traders are chasing one of the biggest FOMO spikes in history.

"Sell USD / Buy EM" are among the top consensus trades for 2023 – no one sees downside risks.

Many other years began with similar euphoria.

Things didn't go well.

Beware consensus trades.

[*Walter Bloomberg @DeItaone]

US ISM Dec Services PMI 49.6 Vs Nov 56.5

[FinancialJuice @financialjuice]

CHINA ESTIMATES COVID-19 SURGE IS INFECTING 37 MILLION PEOPLE A DAY.

[*Walter Bloomberg @DeItaone]

US 1-YEAR CONSUMER INFLATION RATE EXPECTATIONS 6.7% IN DEC VS 7.1% IN NOV- CONFERENCE BOARD

[Timo @TimoConvallaria]

@AcumenFutures 150 dollarissa sen verran iso putwalli että varmaan ensviikkoon menee murtuminen

[LiveSquawk @LiveSquawk]

$TSLA | Tesla CEO Musk Sells At Least $3.58Bln Worth Of Tesla Shares As Cited In The Form 4

[Timo @TimoConvallaria]

@swingtrader Is this the pivot everyone was telling me about?

[*Walter Bloomberg @DeItaone]

Fed Officials See Fed Funds Rate at a Median of 4.4% at End of 2022

Fed Officials See Fed Funds Rate at a Median of 5.1% at End of 2023

Fed Officials Lower 2023 Growth Forecast to 0.5% From 1.2%

[*Walter Bloomberg @DeItaone]

TESLA INC SHARES HIT OVER 2-YR LOW, LAST DOWN 2.7%
$TSLA

[Timo @TimoConvallaria]

@fxmacro Nice call

[David Rosenberg @EconguyRosie]

Another blowout consumer credit report for Oct (+$27 bn). Year to date, credit card balances soared $130 bn, double all of 2021. The surge financed ~1/3rd of spending this year; throws cold water on the view that balance sheets are in fine shape and replete with “excess savings.”

[Timo @TimoConvallaria]

@GameofTrades_ And today every P/C ratio dropping by 20-50% of those levels.
You should know the environment you are in markets before making assumptions on P/C ratios

[*Walter Bloomberg @DeItaone]

PUTIN: THREAT OF NUCLEAR WAR IS ON THE RISE

[*Walter Bloomberg @DeItaone]

PUTIN: RUSSIA CONSIDERS NUCLEAR WEAPONS A RESPONSE TO AN ATTACK

[Macro Charts @MacroCharts]

Core Models are approaching another major Sell signal.

Hope for the best – but be prepared for the worst.

[Jonesy @HedgeyeDJ]

Second lowest saving rate in 63 years.

Probably nothing.

[*Walter Bloomberg @DeItaone]

NORD STREAM UPDATES RUSSIA-GERMANY PIPELINE OUTAGES END DATE TO APRIL 1, 2023

[*Walter Bloomberg @DeItaone]

LAGARDE: WOULDN'T GO AS FAR AS SAYING INFLATION HAS PEAKED

[Timo @TimoConvallaria]

@JarmoFriman Näitä on aina mielenkiintoista seurata. Tämäkin trendi on jatkunut jo kolmisen viikkoa eikä pitäisi tulla kellekään yllätyksenä, mutta ei silti ole vaikuttanut (vielä) sentimenttiin.
Jos/kun lasku taas alkaa, nämä otsikot hyvin nopeasti käännetään laskun syyksi

[FinancialJuice @financialjuice]

BEIJING IS GOING BACK INTO LOCK DOWN — CGTN