AJ THIELEN

[AJ THIELEN @aj_thielen]

@RobinWigg @CliffordAsness He did a great podcast with Morningstar

[AJ THIELEN @aj_thielen]

@RyanDetrick He’s like a bear slayer apprentice but you’re the Yoda.

[AJ THIELEN @aj_thielen]

@lisaabramowicz1 China going the other way???

[AJ THIELEN @aj_thielen]

@charliebilello Should be called Health Insurance Industry Retained Revenue/Service Cost Index”

[AJ THIELEN @aj_thielen]

@jmhorp @CliffordAsness Short memories

[AJ THIELEN @aj_thielen]

@MorningstarInc I have a lot in the second and the last one

[AJ THIELEN @aj_thielen]

@elonmusk This is my theory on Nike

[AJ THIELEN @aj_thielen]

@GlobalMktObserv If you have a balanced portfolio it doesn’t matter but fear sells

[AJ THIELEN @aj_thielen]

@TruthGundlach Congrats on 44!

[AJ THIELEN @aj_thielen]

@LizAnnSonders TYLAS!

[AJ THIELEN @aj_thielen]

@PeterMallouk My Obamacare is more monthly than my $1.1M mortgage

[AJ THIELEN @aj_thielen]

@MorningstarInc @Yale You guys should have whoever is doing the new Morningstar Facebook posts do the same here

[Peter Mallouk @PeterMallouk]

Me: buys a house in 2020
Fed: prints $8 trillion more dollars
Also me: “I’m a real estate genius”

[AJ THIELEN @aj_thielen]

@charliebilello How bout the prior 10 & 20 yr?

[Jurrien Timmer @TimmerFidelity]

If the markdowns continue for equities, then the Mag7 will likely break support (below). That could be enough to turn what so far has been a 4% SPX drawdown into a more bona fide 10% correction.

We can see from the equal-weighted S&P 500 index below that the convergence trades within the US markets as well as between the US and non-US markets are being unwound to some degree. When the tree is shaken, the hot money retreats as it is doing now.

Correlations tend to go to 1 when the markets are under stress, and that’s what happening following a period of shrinking correlations. I remain bullish on these convergence trades, but we will need to wait for signs that the excesses have been washed away.

[AJ THIELEN @aj_thielen]

@hamptonism @ycharts does most of that for far less, bond trading is what you need it for

[Wolf of X @WolfofX]

This could be the greatest single male athletic performance of all time..

[AJ THIELEN @aj_thielen]

@RealJamesWoods @RealJamesWoods
This is a good reminder https://t.co/xbhNdyqVK5

[AJ THIELEN @aj_thielen]

@bespokeinvest Barclays built it they just got lucky when dumb uk regulators made them sell it

[AJ THIELEN @aj_thielen]

@LizAnnSonders It is when you only follow awesome people