Clinton Stevenson

Investment professional with experience investing in public & private markets in the U.S. and internationally.

[Clinton Stevenson @clstevenson11]

@elerianm @nyjets J.E.T.S. Jets, Jets , Jets!

[Clinton Stevenson @clstevenson11]

@heyrohitai Jacob Coxon resigned from Anthropic this week, arguing the risks call for a slowdown. Hassabis believes risks call for staying at the frontier, but pushing for global regulation.

[tom keene @tomkeene]

simply—wow.

[Jason Goepfert @jasongoepfert]

The bond market is getting twitchy.

Over the past 20 years, when credit spreads blew out but the S&P 500 wasn't even beyond a pullback yet, it was 3-for-3 in bear markets.

h/t @sentimentrader

[Clinton Stevenson @clstevenson11]

Analyze X discussions about INDA and INDIA , two India ETFs, from the last 24-48 hours. Classify sentiments (bullish/neutral/ bearish) and explain why sentiment is shifting.

[Clinton Stevenson @clstevenson11]

@elerianm Not so old-school. You’ve got the shoes!

[tom keene @tomkeene]

wow. just, wow.

[Clinton Stevenson @clstevenson11]

@elerianm #Tariffs increase revenue but slow growth.

[Jeffrey Gundlach @TruthGundlach]

A rise in the 30 Year US Treasury yield to above 5.18% would take it to a new eighteen year high.

[Clinton Stevenson @clstevenson11]

@timfisher836 I had no idea!

[Clinton Stevenson @clstevenson11]

@elerianm The weak yen has made imported staples (e.g. food and fuel) more expensive.

[Simone Syed @SimoneSyed]

Every single back room story about Jim Simmons was so incredibly cool - but you know the caliber of a person when his Renaissance Tech cofounder has such a regard, even decades later

Far too young tbh
RIP

[Clinton Stevenson @clstevenson11]

In a https://t.co/x3alBhVBQt survey, more than 50% of prospective #homeowners expresed that their income fell short of covering both the down payment and closing costs required to buy a new home. https://t.co/uOU487Pcgy

[Clinton Stevenson @clstevenson11]

In #PrivateEquity DPI is the new IRR. https://t.co/D1EgH8F6cJ via @WSJ

[Clinton Stevenson @clstevenson11]

@NewYorker meatheads ride too.

[Clinton Stevenson @clstevenson11]

Global #bonds are soaring at the fastest pace since the 2008 financial crisis, gaining 4.9% in November.
https://t.co/A4RYOShmnR via @wsj

[Clinton Stevenson @clstevenson11]

Firms have withdrawn >$160B in earnings from #China in the last 6 quarters. #PrivateEquity buyers on the secondary market ask for discounts of 30%-60% (compared to 15% in the US and Europe). https://t.co/otGM4rDG8N via @WSJ

[Clinton Stevenson @clstevenson11]

#AfricanAmericans account for 90% of the increase in joblessness since April. #Black #unemployment was nearly double that of White workers. The #LaborDepartment reported that Black unemployment rose 6% in June. White unemployment fell 3%. https://t.co/nCSq5DTPqd

[Clinton Stevenson @clstevenson11]

Much stronger number than when Ronald Reagan, George W. Bush, and Barack Obama were re-elected.

[Paul Krugman @paulkrugman]

I assume others have pointed this out, but the misery index — unemployment plus inflation — is all the way back to where it was when Biden took office 1/

[Clinton Stevenson @clstevenson11]

The real estate ETF (XLRE) had the worst performance in the stock index last week. https://t.co/OrtfuGQpdy