Thomas Venuto

I talk about markets and economic trends | Views are my own | Not investment advice

[Thomas Venuto @thomas_venuto]

@betmoardotfun @Eltonma Congrats on the great run @Eltonma you keep going and you'll make big Ken jealous

[Thomas Venuto @thomas_venuto]

@DarinNewsom @Barchart This is a great analysis as usual. Technicals always share an interesting story to explain what may be going on under the hood. One of those problems appears to be this swollen root virus in Ghana that kills plants and has no cure in sight (that I have heard of anyways).

[Thomas Venuto @thomas_venuto]

@TailThatWagsDog How do you determine fair value?

[Global_Macro @Marcomadness2]

The VIX is ready for a photo finish

[Thomas Venuto @thomas_venuto]

@borrowed_ideas Very nice writeup. Thank for your sharing

[Thomas Venuto @thomas_venuto]

@TSLA50T DG problems appear to be weakness in low income earners and shrinkage. Shrinkage is fixable but can mgmt execute? Also don't see a catalyst for an improvement in low income earners financial health yet. Not to mention I think all brick and morter retail under pressure LT

[Global_Macro @Marcomadness2]

Rate cutting like it is 1985/2019

[Thomas Venuto @thomas_venuto]

@Marcomadness2 I think the expectation is for higher freight rates if the strike materializes.

[Thomas Venuto @thomas_venuto]

@kurtsaltrichter Even tho the corr is high, it was ultimately fin firm failures that took the market lower 08 right? I think we'll still need some unexpected events for the same market correction to play out

[Thomas Venuto @thomas_venuto]

@VladTheInflator I don't really see the goods inflation from econ numbers in developed countries but asset price inflation is a different story

[Thomas Venuto @thomas_venuto]

@mortgagetruth Are these the rates TOL is actually offering?

[Global_Macro @Marcomadness2]

Reshoring is the macro theme into 2025

[Thomas Venuto @thomas_venuto]

@AndreasSteno I'm thinking the same thing

[qm @quantymacro]

self studying, reading hard papers, going through unfamiliar equations/concepts, are all skills. they’re absolutely trainable. and just like other skills, they’ll go away if you don’t use them

not getting frustrated when you dont grasp something for the Nth time is a superpower

[Thomas Venuto @thomas_venuto]

@GameofTrades_ Seems more of a return to norm rather than markets getting excessively tight

[Thomas Venuto @thomas_venuto]

@kurtsaltrichter Maybe long vol bias after opex sep 20?

[Thomas Venuto @thomas_venuto]

@BlakeMillardCFA I don't see the argument for 50. The fed has been pretty clear that it's not being considered. I think the pricing in of 50 is really the black swan emergency cut chance

[Thomas Venuto @thomas_venuto]

@hendry_hugh Are you implying that a deflationary depression is extremely unlikely now that currencies are not backed by gold?