Just a few random charts on seasonality
Great take, thank you Shrub!
TLT wise: 2 years, 7 (believed) FED pivots ... Is this latest one 'The One’ ? :) Food for thought … can’t post the chart here, hence link:
https://twitter.com/Maverick_Equity/status/1725096412583444635
Thank u Shrub for sharing - pet rock on fire
Nice
S&P 500 and Earnings expectations (EPS):
👉 while EPS expectations did not change, the price comes sharp from above to reunite and kiss again … just in time for Thanksgiving day? :)
https://twitter.com/Maverick_Equity/status/1725060463908520136
TLT - Risk & Reward via sensitivity to various levels of rising/falling yields ... a must to be checked before any 'real action' ... looks very good IF rates go down as the market prices in
https://twitter.com/Maverick_Equity/status/1724109792589807698
+
https://twitter.com/Maverick_Equity/status/1725112548117062132
Thanks Shrub!
Great take, thank you Shrub!
TLT wise: 2 years, 7 (believed) FED pivots ... Is this latest one 'The One’ ? :) Food for thought … can’t post the chart here, hence link:
https://twitter.com/Maverick_Equity/status/1725096412583444635
Thank u Shrub for sharing - pet rock on fire
Nice
S&P 500 and Earnings expectations (EPS):
👉 while EPS expectations did not change, the price comes sharp from above to reunite and kiss again … just in time for Thanksgiving day? :)
https://twitter.com/Maverick_Equity/status/1725060463908520136
TLT - Risk & Reward via sensitivity to various levels of rising/falling yields ... a must to be checked before any 'real action' ... looks very good IF rates go down as the market prices in
https://twitter.com/Maverick_Equity/status/1724109792589807698
+
https://twitter.com/Maverick_Equity/status/1725112548117062132
Thanks Shrub!