Jerry Jordan

Boston-based fund manager in stocks and crypto, Father, former soup kitchen manager, guitar player, other stuff . . . a little bit of everything.

[Jerry Jordan @lighthousejerry]

100% consensus - it’s a new regime. Rates will never go back down, inflation will stay above 4%.
I give that 30% likelihood.
The other 70% is not back to where the US was, but “worse”. We’re on the European path, that followed the Japan path.
Neg rates by 2028 very possible.

[Jerry Jordan @lighthousejerry]

@JohnFMauldin US Steel was crushing it in June, 2008. 5x earnings.
It was down 90% a year later.
Numbers can change.

[Jerry Jordan @lighthousejerry]

@johnarnold Now imagine 7-10 equally well-capitalized AI companies competing over a virtually identical product ??

[Jeannine-High Priestess of Antifascism💙 @ArtemisBSG]

@AriFleischer Dude….? Seriously? 👀👇

[Jerry Jordan @lighthousejerry]

@rickjeff78 I’ve mentioned this a couple of times on Twitter, but the really smart Energy bulls are starting to remind me of the really smart credit bears back in 2007, when the stock market ignored the negatives and rallied every week into the summer.

[Jerry Jordan @lighthousejerry]

@charliebilello To be fair, this is also what we saw in early 2021 in crypto

[Jerry Jordan @lighthousejerry]

@AriFleischer Ah, so NOW you care about a politician, potentially messing around with young girls.
#EpsteinsFiles

[Bespoke @bespokeinvest]

Sector relative strength charts:

Tech up, everything else down.

This won't last forever.

[Jerry Jordan @lighthousejerry]

@Greenbackd This explains my crappy year. It’s also why I’m now going to cash.

[Jerry Jordan @lighthousejerry]

@ThierryBorgeat This feels like a combination of 2000 and 2007.
Except we don’t have the national balance sheet to bail ourselves out this time
And AI is going to create 10% unemployment in the next recession

[Jerry Jordan @lighthousejerry]

@JaredKubin This is set up to be a combination of 2000 and 2007 all wrapped up in one. The speculation of 2000 coupled with the commodity destruction of 2007.

[Jerry Jordan @lighthousejerry]

@rickjeff78 Stroke

[John Bourscheid 🇺🇸 🚀 @bourscheid]

🚨 BREAKING: Rumors are swirling on the hill that Trump suffered a stroke this past week & the Administration is keeping it from the public while they determine the best way to hide it from the American people. Trump has not been seen in 8 days.

[Ale @aliasvaughn]

Bari Weiss and her wife are in the Epstein files. Weiss’s wife was VERY close to Epstein, so much so that she shared with Epstein her first encounter with. See her wife’s enthusiasm to meet Epstein here. In 2018. When everyone already knew he was a pedophile.

[Connor Bates @ConnorJBates_]

High Beta > Low Volatility since Liberation Day.

120% vs basically flat.

Risk appetite is alive and well.

At some point it tightens... but that point hasn't come yet.

[Josh Schafer @_JoshSchafer]

Truist's Keith Lerner took a look at 30 major IPOs. The Year 1 max drawdown column stands out.

[Jerry Jordan @lighthousejerry]

@neilksethi I don’t believe it, unless somehow this is including data center Investments

[Jerry Jordan @lighthousejerry]

@OddStats Wait until you look at the 1995 version

[Jerry Jordan @lighthousejerry]

@Steveaaaaa I can’t remember the last time I underperformed this badly. In a one month period with every major index making new highs.

[Jerry Jordan @lighthousejerry]

I’m going fishing

[Jerry Jordan @lighthousejerry]

@EsotericCD @UnimpressedTX Just wait until they have another really bad hurricane and the federal government finally decides not to be socialist and give them money