Lee Johnston

#tech #ai #enterprisesoftware

[Mohamed A. El-Erian @elerianm]

Please find below the links to my weekly look at the global economy and markets.
It's a busy week ahead:
As equity markets scale record heights and the Strait of Hormuz blockades continue amid geopolitical instability and supply-side disruptions, look also this week for high-stakes inflation data, the looming Fed leadership transition, and the China-US Summit.
https://t.co/rFEn1SYwWF
https://t.co/p1g7gFLJUW
#economy #markets

[Lee Johnston @leestack]

@2waytvapp Welcome, Mark and 2Way team!

[2WAY @2waytvapp]

We have a special appearance by Secretary of Transportation Sean Duffy. Mark’s other featured guests include Helen Zhang of the International Intrigue newsletter; Al Mottur, a Democratic strategist; and Zach Karabell, the author, columnist and investor. https://t.co/qdV09GEqlG

[Michael Snyder @SeattleWXGuy]

Godzilla El Nino? #ENSO #Climate #Weather

[Charlie Bilello @charliebilello]

On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history. After one of the biggest 3-week rallies ever, it's now up +4.5% YTD and above the average year at this point in time (+3%). There is no impossible in markets. $SPX

[Joe Weisenthal @TheStalwart]

JPM's MIchael Cembalest has a new short note out about Claude Mythos. https://t.co/jS54n8PcOd

[Mohamed A. El-Erian @elerianm]

A lot of chatter this morning already on the latest Blue Owl news (below), centered as much on the size of investor redemption requests as on the imposition of additional withdrawal caps.
#economy #privatecredit #markets

[tom keene @tomkeene]

tweet of the day

[Charlie Bilello @charliebilello]

The sector rotation so far this year has been absolutely stunning...

Video: https://t.co/Z1Lu7odCbO

[Lee Johnston @leestack]

True, unless they're printing money ...

[Meb Faber @MebFaber]

📊 Starting Valuations Matter Enormously

"The most important thing in medium to long-term investing is valuation. It's just the only thing that is reliably a predictor of future returns." - Jim Reid

Jim's study found:
🔹 A low P/E portfolio returns 20.2% p.a. over the last 70 years with the high P/E portfolio at 11.4%
🔹 The high dividend portfolio returns 12.8% p.a. over the last 200 years, with the low dividend portfolio 9.3%.

"If I was gonna be glib and say there's one secret sauce to investing, it is: buy low, sell high."

[Lee Johnston @leestack]

@Michael_Khouw Wild Hogs reruns … that’s the short cut

[Guy Adami @GuyAdami]

Just finished this book by ⁦@bgurley⁩ . An absolute legend & the book does not disappoint. He cites real life success and human stories in ways that will resonate. For those struggling to find your own career path, or just want inspiration, I thoroughly endorse Bill’s book.

[Lee Johnston @leestack]

I recommend they burn the evidence…

[Michael C. Khouw @Michael_Khouw]

Facing intense criticism over massive delays and cost overruns, CA leaders now propose to keep some high-speed rail information secret to avoid scrutiny https://t.co/f71Q5yGaJ7 via @YouTube

[Lee Johnston @leestack]

@DougAMacgregor The Essential Elements of Friendly Information (EEFI) are aligned.

[Lee Johnston @leestack]

@TheStalwart @tracyalloway I'd love an episode focused on this topic. We need to hear from COOs, CFOs, & CIOs on this topic. Would they really trust AI vibe code to run functional enterprise services given security and other enterprise concerns?

[Joe Weisenthal @TheStalwart]

And read @tracyalloway on the SaaS disaster's link to credit markets.

Read the whole thing here: https://t.co/25c7dc8ulW

[Lee Johnston @leestack]

100% truth

[Tech Sales Guy @TechSalesGuy]

"get comfortable with the art of selling"

[Lee Johnston @leestack]

Sorry, Mike - I was just seeing if the elevator was operational.

[Michael C. Khouw @Michael_Khouw]

If you did the $SLV trade discussed on Monday, one could cover the short call, and roll the long put. https://t.co/omQguJ2TSh

[Barchart @Barchart]

U.S. Dollar has now fallen below its 14-Year Support Level 🚨🚨🚨

[Lee Johnston @leestack]

Brutal, Tom

[tom keene @tomkeene]

...must consider. anthony will next explain how the @Mets lost alonso.

[Michael C. Khouw @Michael_Khouw]

Marc Andreessen: The Truth About Immigration and rising prices https://t.co/XHJpk07FEc via @YouTube