Posts by Wealth of Nations
It’s hard to Payless for your puts these days, unless you are Thrifty with your Dollar
real wage trajectories map pretty well with bidens net approval ratings
3 month change in forward earnings is about 8 percent . if reports are solid hard not to see how market does not rally hard here (assuming iran stays more or less where it is)
It Bogles the mind !
sox forward earnings up nearly 3 % since Feb 27
Truly, he is Vasco da Gamma.
So we will have a Fiat Panda again!
cross sector correlations and generalized cross stock pled correlations have spiked as well but not to this degree. great call out
perhaps demographics suggest some sort of higher floor that earlier but no spiral ?
i find it hard to find a significant near term bear case for earnings based on iran right now. so why should this quarter be so different
recession threshold at .140? but everything beneath that is some level of stagflation ?
from a powell as chairman perspective anyway….
quite good !
and sometimes it takes two to taco…
helium /sulphur/urea - it’s different and maybe more complex and pernicious if the straits stay closed
don’t forget the Arizona navy!
and their iranian counterparts working that much harder
that’s a great report title
so corny…
Pi in the sky, indeed
we had pretty good lethal capacity in ww2 and pretty much ever since then .
before
You keep carping on these interventions !
I hope you can join us for an amazing Webinar on Thursday March 19 at 11 am EST on spillovers from the Iran war into the Global South featuring @reziemba.bsky.social, Greg Priddy, and me, moderated by @globalsarang.bsky.social. Registration and other details here. quincyinst.org/events/how-b...
wow
what clock did you buy? would you recommend it?
His first name was literally Brent!
if it’s imminent for 47 years , then is it imminent ?
How much RAM is in a Dodge RAM anyway ?