MacroMan
@Three12Capital
L/S Equity PM. Life long learner. Seek and you shall find.
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LULU -20%. Time for Calvin to resign @lululemon
Jordan product is now in a multi-yr down cycle. At the same time NKE, LULU, & others leaned significantly on incremental growth from Asia (half of global sportswear growth) brands are impaired there
Regardless of one’s politics, I think the House report finding that Lina Khan abused her authority is good for 🇺🇸. Her decision to prevent the Spirit/Jetblue merger harmed consumers by preventing the emergence of a stronger competitor to the majors. And the weakened Spirit is…
If your manager or PM is taking forward looking views on securities or markets you should fire them… Guys like Bob Elliott sit on the sidelines for a reason. It’s easy to shout from the cheap seats rather than be in the arena fighting
If your manager or PM is making bets claiming macro views, you should fire them Thread 1/686
Okay Weiss just filed bankruptcy. Whose next?
Sorry, but what’s up with these C-Tier pods? Walleye Capital, Weiss, Goose Hollow? I have never heard of these bucket shops until ~12M ago. Everyone trying to get Ken’s leftover crumbs
😮💨😮💨😮💨
Looking to find a home on the buyside for a junior analyst who gets markets and long/short investing. Hungry and passionate. Capable of idea gen and critical thinking. Open to all sectors but consumer/TMT experience. DM or e-mail me if interested in resume. Avail asap. Thanks!
Much respect to Einhorn, but market isn’t broken nor is “value investing”. I can count numerous examples of businesses across SPX, Russell 1000 / 2000 that have re-rated to higher (or lower) valuations as the underlying business changes and earnings have inflected or decelerated.…
It's fascinating how plausible this sounds for being exactly wrong
RIP KER FP reporting 1Q revs down 10% Y/Y and Gucci down ~20% (Street -6%) - if you been playing for a turnaround here you should probably just quit your job and go understand how the luxury sector works.
*FED SWAPS PRICE IN LESS THAN 75 BASIS POINTS OF EASING IN 2024*-BBG In this job you get multiple shots at great ideas. The key is not missing the great ideas when…
Once again, I am begging you to price out the cuts in an join me in collecting profits on SOFR Futures. Pretty simple stuff - not sure why half of the mkt / FinTwit makes it hard. "FED SWAPS SHIFT FULL PRICING OF RATE CUT TO JULY FROM JUNE"
Sorry, but what’s up with these C-Tier pods? Walleye Capital, Weiss, Goose Hollow? I have never heard of these bucket shops until ~12M ago. Everyone trying to get Ken’s leftover crumbs
IT'S POD LOTS! @TheStalwart and I speak with Krishna Kumar, portfolio manager at Goose Hollow Capital Management, about the rise of multi-strategy hedge funds, AKA the pod shops, and how they're impacting the market. podcasts.apple.com/us/podcast/how…
Once again, I am begging you to price out the cuts in an join me in collecting profits on SOFR Futures. Pretty simple stuff - not sure why half of the mkt / FinTwit makes it hard. "FED SWAPS SHIFT FULL PRICING OF RATE CUT TO JULY FROM JUNE"
Pretty simple stuff - not sure why mkt / investors ignore basic facts / numbers. Powell had to hold mkts hand yesterday and tell you word for word no cut in March for ppl to digest.
Pretty simple stuff - not sure why mkt / investors ignore basic facts / numbers. Powell had to hold mkts hand yesterday and tell you word for word no cut in March for ppl to digest.
The Fed isn’t cutting in March. LFPR dropping to 62.5%, with strong payrolls - should keep upward bias on wages (AHE / ECI) - ECI comes out after March meeting. You have upward bias on 4Q23 GDP. Fading March cut odds when they hit >90% was great asymmetric R/R @rev_cap
BREAKING: The New York Times reports that 'more than $1 billion worth of shoulder-fired missiles, kamikaze drones and night-vision devices that the United States has sent to Ukraine have not been properly tracked', according to a new Pentagon report, with concerns 'they could be…
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