Jerry Chen

[Quant Data @QuantData]

🏡 Mortgage market update:

The average 30-year fixed mortgage rate fell to 6.35% for the week ending April 17, marking a third consecutive weekly decline.

[Francesco @FranVezz]

Watch the leaders.

When space, memory, semi names start showing cracks, watch out.

They seem okay for now.

But my watchlist is getting hit today, $QQQ at the 50, so the antennas go up here.

[Jerry Chen @lightning71748]

@The_RockTrading As a Taiwanese who has lived in Taiwan for almost 30 years and usually go between china and Taiwan for work , this won’t happen …I think in 10 years …

There’s too much different situations to Taiwan compare to Ukraine…
Just wanna clarify the real fact…

[Alf @MacroAlf]

Global macro is a never-ending learning journey.

The 7 books which taught and inspired me the most in my global macro thinking process and portfolio management.

👇

1/9

[Thomas Chua @SteadyCompound]

Before, the only way to learn from investing legends was to get into Columbia Business School.

It featured greats such as Ben Graham, Joel Greenblatt & Bruce Greenwald.

Today, the internet has made education available to all for FREE!

The top 5 'lectures' by fund managers:

[Daniel Mahncke @MnkeDaniel]

Charlie Munger spent the last 98 years finding and implementing Mental Models.

He created a grid of Models that every problem has to go through.

In this and the following Threads of this series, I’ll present you all of those Models.

Let’s go!

[Thomas Chua @SteadyCompound]

My complete research toolkit for analyzing a stock.

Feel free to add any that I have missed out!

[Jerry Chen @lightning71748]

@realDonaldTrump @FLOTUS Congrats 🎉

[Jerry Chen @lightning71748]

@realDonaldTrump Resign

[Jerry Chen @lightning71748]

@realDonaldTrump Lower Tariff right now!! Give the global economy confidence

[Jerry Chen @lightning71748]

@realDonaldTrump Fiscal policy right now!! The market is going crash