Luis Edgar Castro Castillo

No hay nostalgia peor que añorar lo que nunca jamás sucedió...

[zerohedge @zerohedge]

*SHEINBAUM TO WIN MEXICO VOTE BY LARGE MARGIN, EXIT POLLS SHOW

[Tom McClellan @McClellanOsc]

Snow in Baja California.

[Luis Edgar Castro Castillo @oneluis1]

#NuevaFotoDePerfil

[Chris Kimble @KimbleCharting]

Is the Doc Copper Price Decline About to Turn Ugly Again?

$SPY $DXY $JJC $FCX

https://t.co/glVeCNwzVu

[Bravos Research @bravosresearch]

Housing market dynamics are crucial to understand if you want to become a better macro investor

Here’s what you need to know

A thread 🧵

[Bravos Research @bravosresearch]

Consumer savings are expected to run out by Sept 2023

This might be the turning point for the US economy

A thread 🧵

[Bravos Research @bravosresearch]

Banking crisis ✅

Debt ceiling concerns ✅

Weakening labor market ✅

Fear in the market is rising and approaching the danger zone

[Win Smart, CFA @WinfieldSmart]

https://t.co/RCteGKnh97

[LiveSquawk @LiveSquawk]

Nomura Forecasts 25Bp Fed Rate Cut And QT Halt In March

[Liz Ann Sonders @LizAnnSonders]

Used car prices on rise again ... ⁦@Manheim_US⁩ index's m/m change of +4.1% in February was fastest since October 2021

[Bravos Research @bravosresearch]

Home sales have been plummeting.

This has systematically anticipated SP500 earnings contractions.

A thread.

[Holger Zschaepitz @Schuldensuehner]

After two weeks, #Germany's benchmark index Dax has already returned 8.4%, which is more than the average return in a year.

[PiQ @PiQMarkets]

🇺🇸 JPM's CPI Scenarios.

*released Thurs 12th 0830 EST / 1330 GMT

via the awesome @DoejiStar

[Bob Elliott @BobEUnlimited]

While it may be difficult to predict the public markets in '23, it is pretty easy to figure out that Venture Funds are on track to lose $1 trillion in value from peak.

The vast majority of these losses have yet to be recognized. '23 will bring more realistic marks. A thread.

[Luis Edgar Castro Castillo @oneluis1]

Feliz navidad!!

[Holger Zschaepitz @Schuldensuehner]

OUCH! #Tesla is now worth less than Exxon as stock of EV maker plunges toward worst month, quarter and year in history.

[Patrick Saner @patrick_saner]

Peak inflation is good for equities if it is not followed by a recession

[Callum Thomas @Callum_Thomas]

5. Hedge funds have reduced net-leverage and equity mutual funds have raised cash -- on both fronts back to pre-covid-mega-stimulus-bubble levels

#RoundTrip

h/t @PhilipJagd

[Banco de México @Banxico]

La mayoría advirtió que podrían observarse mayores presiones inflacionarias por los incrementos de costos asociados a las condiciones de contratación o revisiones salariales. Señaló que el balance de riesgos para la trayectoria prevista de la inflación sigue sesgado al alza.