Shaun Davies, PhD, CFA

Academic know-nothing - I do not provide investing advice, just simply the economics. This is my FIRST rodeo.

[Shaun Davies, PhD, CFA @LogicalShaun]

@zerohedge Earnings don't = cash flow. Cash flow matters for valuation. Earnings do not. Finance 101. $ORCL beat on earnings...what about free cash flow?!?!? Capex is not on the income statement

[Shaun Davies, PhD, CFA @LogicalShaun]

@acaguy What a beautiful tribute

[Shaun Davies, PhD, CFA @LogicalShaun]

@bmacsbuffs90 Even without the Avs here, this is amazing. GO BUFFS

[Shaun Davies, PhD, CFA @LogicalShaun]

@jsadinolfi I've lost 30 lbs with glips 😂

[Shaun Davies, PhD, CFA @LogicalShaun]

@LizAnnSonders @LizAnnSonders - updates?

[Shaun Davies, PhD, CFA @LogicalShaun]

@TrumpTruthOnX Honest question: does @realDonaldTrump think you spell "dumb" as "dum"? Or is he that lazy with one extra letter? Either way, lame.

[ABC News @ABC]

A family on vacation in Tennessee was surprised by two bear cubs play-fighting on the front porch of their cabin.

[Shaun Davies, PhD, CFA @LogicalShaun]

@DeItaone Does this end the ceasefire?

[Shaun Davies, PhD, CFA @LogicalShaun]

@DeItaone Iran is literally ghosting Trump, and he is still sending them texts like "wanna hang this weekend?" Bro - you're not even getting read receipts.

[Shaun Davies, PhD, CFA @LogicalShaun]

@DeItaone Iran is literally ghosting Trump, and he is still sending them texts like "wanna hang this weekend?" Bro - you're not even getting read receipts.

[Shaun Davies, PhD, CFA @LogicalShaun]

@Coach_Sanford2 I like 2nd quarter nuggets better than 1st quarter nuggets

[Shaun Davies, PhD, CFA @LogicalShaun]

As a game theorist, none of the Iran news makes sense today.

The Strait of Hormuz is an enormous strategic lever, moving ~20% of global oil. You don’t give that up cheaply.

Yet we’re hearing claims that the U.S. will pay nothing and get everything it wants.

Meanwhile, the conflict is unpopular domestically, including within Trump’s own party.

Never bet against self-interest. This all feels too good to be true. $USO

[Brian Sullivan @SullyCNBC]

A thousand centuries ago

peak lockdown

[Shaun Davies, PhD, CFA @LogicalShaun]

@carlquintanilla @carlquintanilla excited you will be in Boulder next week!

[Shaun Davies, PhD, CFA @LogicalShaun]

@carlquintanilla @JoeSquawk @carlquintanilla come by Leeds when you're in town next week for the CWA! GO BUFFS

[Shaun Davies, PhD, CFA @LogicalShaun]

Great seeing @carlquintanilla at the best place on earth this morning -- the University of Colorado, Boulder.

Come back any time and bring @JoeSquawk . The Leeds School of Business would love to host you all.

[Shaun Davies, PhD, CFA @LogicalShaun]

@jimcramer $USO

[Shaun Davies, PhD, CFA @LogicalShaun]

He is risen!

[Shaun Davies, PhD, CFA @LogicalShaun]

"But He was pierced through for our transgressions, He was crushed for our iniquities; The chastening for our well-being fell upon Him, And by His scourging we are healed."
Isaiah 53:5

[Shaun Davies, PhD, CFA @LogicalShaun]

@FmrRepMTG He serves the gods of power and money. That's all he cares about and he'll use anyone, including conservatives, to accomplish his personal goals. It's been evident all along. His words and buildings are to glorify himself. I'm glad you came around to see this

[Shaun Davies, PhD, CFA @LogicalShaun]

"But He was pierced through for our transgressions, He was crushed for our iniquities; The chastening for our well-being fell upon Him, And by His scourging we are healed."
Isaiah 53:5

[Shaun Davies, PhD, CFA @LogicalShaun]

Just ahead of the busiest home-buying season of the year.

[*Walter Bloomberg @DeItaone]

MORTGAGE RATES HIT HIGHEST LEVEL SINCE SEPTEMBER

Mortgage rates rose for a fifth straight week, with the 30-year fixed reaching 6.46%, the highest since September.

Rising bond yields—driven by inflation fears linked to the Iran war—are pushing borrowing costs higher.

The increase is cooling the housing market, with purchase applications down 3% and buyer activity lagging behind last year amid growing economic uncertainty.