Ranger

Market & Econ enthusiast. Posts are personal opinion and not investment advice.

[Ranger @rangertrades]

@KessInvesting T-Bills potentially as that’s a safe haven asset that has good yield and is off any bank balance sheet. Demand on the short-end will make the Fed’s job harder if yields continue their collapse.

[Ranger @rangertrades]

@KessInvesting One acronym: G-SIBs

[Ranger @rangertrades]

@TrendSpider .. among the Issuer, on the one hand, and Barclays Capital Inc., BofA Securities, Inc. and Citigroup Global Markets Inc. on the other hand pursuant to which the Issuer could sell up to an aggregate of $600 million of its Class A Common Stock.

https://t.co/TEwEwEOrjE

[Ranger @rangertrades]

@TrendSpider Explanation of Responses:
1. Purchased pursuant to the Subscription Agreement, dated November 8, 2022 between the Issuer and Ayar Third Investment Company ("Ayar") related to the equity distribution agreement, dated November 8, 2022 (the "Equity Distribution Agreement"), by and..

[Ranger @rangertrades]

I wouldn’t be surprised to see nice bottom-line from $WFC as they’re so tied to FF. Also, look to see if home lending is (-%) again due to higher mortgage rates.

[Zack @TradingWithZack]

What is the probability we gap down again tomorrow and rip face again? We got a few big ER tomorrow AM. Based on $MS and $JPM ER this morning, I figure the other bank stocks probably don't do so hot.
$UNH $WFC $C $XLF

[Ranger @rangertrades]

@78Kell @manztrades There is a lag w monetary policy, it’s not instant. And yes, what they’re doing cannot fix SC issues; however, it can dampen demand to the extreme, which in turn would help inflation. Real estate is a risk asset and was subject to a pullback. Fed wants/wanted risk assets lower.

[Ranger @rangertrades]

@manztrades And more specifically to higher beta/growth, they will bottom before the market more often than not.

[Ranger @rangertrades]

@manztrades https://t.co/hRfjEDenAR

[Ranger @rangertrades]

Many are super confused on how #equities have bounced back so much in todays session. I’m not saying that this rally holds or we go back down, but I will give my thoughts below…

[Ranger @rangertrades]

@GilmanHill @JJRyanz Get em’ Jenny!! Love your work…I appreciate all that you do.

[Carl Quintanilla @carlquintanilla]

FUNDSTRAT: “Since 1980, gasoline CPI lags oil moves by median 1 month .. this implies July CPI motor fuel will reflect the >25% drop in oil prices .. Gasoline could actually be ‘deflationary’ in July #CPI and for next several months thereafter.” @fundstrat #OOTT

[Charlie Bilello @charliebilello]

Why you need to invest, in one chart...

[Ranger @rangertrades]

What am I watching?👇
- NII & NIM
- Loan growth
- Cost management
- Credit / Loan loss reserves
- Consumer & Corporate credit
- M&A / Capital markets revenue
- Guidance will be extremely important

[Ranger @rangertrades]

As we head into the beginning of earnings season, here is how #financials look ...
1. $JPM (29.33%) YTD 1.33x book & 9.94x fwd. eps
2. $MS (23.61%) YTD 1.41x book & 10.37x fwd. eps
3. $WFC (18.57%) YTD 0.96x book & 10.02x fwd. eps
4. $BAC (30.68%) YTD 1.07x book & 9.73x fwd. eps

[Ranger @rangertrades]

5. $GS (24.15%) YTD 0.97x book & 8.13x fwd. eps

[Ranger @rangertrades]

As we head into the beginning of earnings season, here is how #financials look ...
1. $JPM (29.33%) YTD 1.33x book & 9.94x fwd. eps
2. $MS (23.61%) YTD 1.41x book & 10.37x fwd. eps
3. $WFC (18.57%) YTD 0.96x book & 10.02x fwd. eps
4. $BAC (30.68%) YTD 1.07x book & 9.73x fwd. eps

[Ranger @rangertrades]

I love bank #earnings season ... I cannot wait!

[Ranger @rangertrades]

@astocks92 @KessInvesting @FortuneOptions Though it’s still a lagging indicator haha

[Ranger @rangertrades]

@astocks92 @KessInvesting @FortuneOptions It is more forward looking as businesses will look to pass on higher input/wage costs to consumers.

[Ranger @rangertrades]

@KessInvesting @astocks92 @FortuneOptions I like to think of it this way…if businesses have lost some pricing power (which I believe is a reasonable assumption), yet consumer level inflation is still high, we could definitely see higher #PPI. This will directly lead to margin compression & lower earnings for Q2.

[Ranger @rangertrades]

@gringo504 Do you mean bonds or yields?

[Ranger @rangertrades]

Many are super confused on how #equities have bounced back so much in todays session. I’m not saying that this rally holds or we go back down, but I will give my thoughts below…

[Ranger @rangertrades]

@KessInvesting Thank you my man🤝🏼