Scott M. Koser, CFA

I manage people's money for a living, Skilled Investment Manager, Excel Ninja, Auburn Alum, Econometrician, A Spirit That Is Not Afraid!

[Scott M. Koser, CFA @koser_scott]

@super_macro Forward EPS are in fact hopeful, TTM EPS are sometimes facts and sometimes not. Happy weekend!

[Scott M. Koser, CFA @koser_scott]

@McClellanOsc Maybe, but in the later part of 2028 Demographics are going to become very dis-inflationary on many, many levels.

[Scott M. Koser, CFA @koser_scott]

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[Scott M. Koser, CFA @koser_scott]

@DDInvesting 2022 start date is flat wrong, MIT has had an AI lab since the 1950s.

[Scott M. Koser, CFA @koser_scott]

@EconBerger Its the robins of Spring! Happens here every year, but we are part of the migration flyway...

[Scott M. Koser, CFA @koser_scott]

@WayneWhaley1136 @grok Interesting question for sure. I am not certain that GROK knows just how few buy signals has the CAPE ratio had over the last 30 years. Can you really manage long term funds within that constraint? I can't and don't.

[Scott M. Koser, CFA @koser_scott]

@EconguyRosie Good stuff Rosie, thank you!

[Scott M. Koser, CFA @koser_scott]

@PeterBerezinBCA What happens if we adjust this for profit margins?

[Scott M. Koser, CFA @koser_scott]

@EPBResearch Solid! Thank you for sharing.

[Scott M. Koser, CFA @koser_scott]

@biancoresearch Yes, indeed. The root of the problem is pretty simple, asset prices across the board in the USA have risen faster than incomes, for decades, in part, thanks to Richard Milhous Nixon closing the Gold window. There honestly is no easy fix, so here we are.

[Scott M. Koser, CFA @koser_scott]

@zerohedge Maybe ppl are on vacation. It is June after all.

[Scott M. Koser, CFA @koser_scott]

@ValueStockGeek There is zero evidence that 1 year forward returns are influenced by high or low cape ratios. Ask me how I learned that! Beware.

[Scott M. Koser, CFA @koser_scott]

@MichaelMOTTCM This is the way

[Scott M. Koser, CFA @koser_scott]

@ValueStockGeek It is an odd period of time for forecasters honestly. If you don't have a strong handle on the structural stuff within the economy that changed over the past five years you are gonna miss the mark with the leading cyclical indicators...

[Scott M. Koser, CFA @koser_scott]

@SoberLook @Nomura We need to consider that seasonals don't work as well post COVID because of things like work from home. They dynamism of the US economy over that time isn't completely factoring into our models, like core PCE.

[Scott M. Koser, CFA @koser_scott]

@economics While this article is seemingly useful for personal responsibility, the reality of the matter is that if we are going to dramatically reduce global CO2 the sources we need to go after is, 1. The Top 100 emitters, 2. Private aviation, 3. Ocean going freight/cargo. And plant trees!

[pablo escobarner (blue check) @PabloEscoburner]

This video is art. Jaylin Williams windmill. The unison of KD Johnson and the crowd jumping with him in the background. The eruption after the dunk. And Charles Barkley yelling to the heavens in the foreground. 🎨

[Scott M. Koser, CFA @koser_scott]

@Claudia_Sahm We have to consider for a moment that high real rates are actually stimulative to the retired Boomer generation. This is the first time in forever that they are earning above inflation in select Money Market and CDs.

[Kritter Hart 🦚🏈🏀 @Krisurqu]

Johni is shooting lights out.