Jp Lobs

Hedge-Fund Analyst and passionate about the financial markets, I keep myself updated day-to-day because the information is key

[Jp Lobs @JPLobs1]

@thejonacosta @CNBC

[Jp Lobs @JPLobs1]

@TMTLongShort So that its your benchmark

[Jp Lobs @JPLobs1]

@commonsenseplay 👀👀👀

[Jp Lobs @JPLobs1]

@TrouveAurelie Il faut réfléchir madame….

[Jp Lobs @JPLobs1]

@kkmaway But by which measure or by what timeframe we can rate the success of this tactical measure ?

[Jp Lobs @JPLobs1]

@A_May_MD Are you among them ?

[Jp Lobs @JPLobs1]

@zerohedge This is Treasury debt-management, not Fed monetary policy…important to keep this nuance

[Jp Lobs @JPLobs1]

@awealthofcs EPS engine quite strong

[Jp Lobs @JPLobs1]

@carm1nee Old head not fit for the New world

[tae kim @firstadopter]

Goldman on the leverage unwind. A lot of forced selling dislocation happened this month. If you have longer duration capital and can withstand ST vol, there are very attractive opportunities now as AI fundamentals are about to improve dramatically over the next 6–9 months from RSI.

The valuations for the HBM memory names are going to look silly in the coming year.

[Jp Lobs @JPLobs1]

@christianoboria @LcubedInvest You didn’t answer the question curious on your response

[Hedgeye @Hedgeye]

Goldman's high beta momentum basket on track for worst monthly performance in history, worse than 2000 and 2009

[Jp Lobs @JPLobs1]

@junkbondanalyst In a higher for longer…is worth to get negative carry ?

[Jp Lobs @JPLobs1]

@elerianm @FT Moh you know that direct lending is not the only sub-category of prvate credit ?

[Jp Lobs @JPLobs1]

@k_o_b_i__ @CNBC While valuation is the best predictor of long-term returns, its contribution to realized returns is not consistent or isolated. It is highly sensitive to macro conditions and interacts with growth and yield in complex ways…

[Jp Lobs @JPLobs1]

@k_o_b_i__ @CNBC Nice analogy but returns matter more my dear friend…

[Jp Lobs @JPLobs1]

@piersmorgan

[Jp Lobs @JPLobs1]

@Veralucide @SirAfuera How you explain this then…

[Jp Lobs @JPLobs1]

@Gerashchenko_en Great piece and very informative!

[Jp Lobs @JPLobs1]

@StockSavvyShay