
Joe Macro
@macro_joe
Tal vez te guste
Tell Us How You'd Fix the Ship Stuck in the Suez Canal businessinsider.com/how-would-you-…
Pot of gold mate.
Texas Electric Bills Were $28 Billion Higher Under Deregulation - The Wall Street Journal apple.news/AsCSA74RERcOli…
Texas man uses new 2021 Ford F-150 to heat home, power appliances during blackout freep.com/story/money/ca… via @freep
Mark the date: a story about junk-bond yields hitting levels historically associated with no-default risk makes Page One. @WSJ

Life must be understood backwards. But it must be lived forward - Soren Kierkegaard
Two Pfizer doses 'are 99.96% effective', research in Israel suggests trib.al/nPxjbM5
I had a particularly awesome morning walk today.

Fund managers in @BankofAmerica’s September survey starting to rotate into cyclicals; value > growth & small caps > large caps have become particularly popular; cash levels have risen to 4.8% of portfolios, up from 4.6% in prior month

JPMorgan Asks Its Ariticial Intelligence Model What's Next For The Market: Here Is The Answer | Zero Hedge zerohedge.com/news/2019-06-2…
George Bush on the meaning of CAVU youtu.be/_iGoLXPIt5U via @YouTube
youtube.com
YouTube
George Bush on the meaning of CAVU
April jobs report = 166,000. May Consensus = 188,000. The actual number should be 200,000+ due to robust hiring in Texas and Louisiana (Oil and Gas) Good luck!
The Market Doesn't Care What You Think May Be Reasonable realmoney.thestreet.com/articles/05/07…
pro.thestreet.com
The Market Doesn't Care What You Think May Be Reasonable
The idea isn't to try to impose our beliefs on to the market but for the market to tell us what we should do.
Frank Cappelleri, talking his book on Bloomberg; The only problem I have with his chart is that it goes back to to 1959 (left side) LMAO. My chart (right side) goes back 20 yrs. Rt side chart shows how far out of wack we were (Jan'18) w/respect to the 3% yr/yr DJIA bullish trend


OK we fixed the yield curve in approximately 35 minutes. What’s next?
If big banks wanted this market to go up $BAC and $JPM would have open down not up 2.5% percent. They will be shorting again this morning.
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