Jay Sloan

Founder & Managing Partner, HFRS. Finance exec; Georgetown Hoya and Investor / student of markets

[Jay Sloan @high5racing]

@LizThomasStrat It is going to be interesting. If Warsh can get to 2027 without a hike I believe the YOY inflation #s rolling off will yield better inflation readings. And I surely do not blame him for hiding his "dot" from his boss 😆

[Jay Sloan @high5racing]

@Thebigblackram I think if garbage truck brakes do not squeak they get sent back for corrective work 😂

[Jay Sloan @high5racing]

@Thebigblackram @john12782 Ah, so Life on Mars > Land of Hopes & Dreams 🤔

[Jay Sloan @high5racing]

@john12782 @Thebigblackram This one is all about Hopes & Dreams. There was recently a great quote from Jim Chanos - "in bull markets you put a premium on promises while in bear markets you put a discount on reality".

[Jay Sloan @high5racing]

@john12782 @Thebigblackram And I would take the flip side, a cult-like fervor driving its price at initial offering. I would think there will be better entry points down the road.

[Jay Sloan @high5racing]

@karenfinerman I might have some data punch cards if you need any trim 😂

[Jay Sloan @high5racing]

@brooklyncowboy1 @wpdhfm Horrible. Literally just strolled by last evening at Mexican connection 😢

[Jay Sloan @high5racing]

@TheMichelleYu @Ascot Very jelly - enjoy!!

[Jay Sloan @high5racing]

@mdhorsemen @trombetta_mike @LaurelPark @IsmerioV Always brings a smile seeing those RLJ silks in the winners circle

[Jay Sloan @high5racing]

@john12782 Our thoughts and prayers are with you and your family John

[Jay Sloan @high5racing]

3/end The Regional banks etf $KRE ratio vs Real Estate sector $IYR also continues to advance towards recent highs. All of the above may favor rates at the expense of LT bonds at present.

[Jay Sloan @high5racing]

🧵 Interest rates really at an interesting point here. The 10yr $TNX seems like it ought to pause after a pretty steep advance off Q1 lows, but....

[Jay Sloan @high5racing]

2/ there are signs that the move up could have more "gas" from inflationary pressures. The copper/gold ratio, for example, is peaking thru a trend line, and....

[Jay Sloan @high5racing]

Harper's Corner Is First Winner for Speaker's Corner https://t.co/5AAtXRppqA via @BloodHorse

[Jay Sloan @high5racing]

The Week Ahead: Inflation Data, SpaceX IPO, Apple WWDC, Following Friday's Chip Rout. https://t.co/Jf36G438nr

[Jay Sloan @high5racing]

@ThatEricAlper Wild Summer Nights - John Cafferty & the Beaver Brown Band

[Jeff @jtteaxasaggie]

Ok new giveaway! Giving away this 1989 UD Griffey BGS 10 auto TONIGHT after my sale! All you have to do to be entered is follow, like and retweet this post! I’ll draw a random winner tonight after my sale!

[Jay Sloan @high5racing]

@john12782 Nice - whats on your project list?

[Jay Sloan @high5racing]

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[Buzz Knight @TheBuzzKnight]

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#musichistory

[Jay Sloan @high5racing]

4/end And lastly, the greenback $USD just continues to be range-bound, in search of a resolution which could very well be a big one.

[Jay Sloan @high5racing]

🧵 Quick chart review following the market hit this past week which saw many items roll over. The Copper-Gold ratio continues to float up, in support of those anticipating higher yields 1/

[Jay Sloan @high5racing]

3/ Meanwhile, a key interest rate spread is NOT inching up at all, potentially setting any panic aside for the time being