ListerineInMyPeehole
Earnings recession on the way: 2023 SPX bottoms up EPS ests - financials expected to grow 21% 🤡 (source: modestproposal1 on Twitter)ListerineInMyPeehole t1_jaaqsj0 wrote
Reply to comment by Outis7379 in wen pivot? by Ok_Consideration_214
The fed pivots because the economy is fucked, which is inevitable when you raise rates this fast and yield curves get this inverted
ListerineInMyPeehole t1_j9zju3z wrote
i'm big long dick
ListerineInMyPeehole t1_j9zejx2 wrote
Reply to comment by Andre-ch in NVIDIA Free Cash Flow Massively Down. -53% for Twelve Months Ended by FI_investor
135x price to GAAP EPS for full year
ListerineInMyPeehole t1_j9dr1wi wrote
Reply to comment by DesmondMilesDant in Wall Street Newsletter S02E07 : Why is there such a disconnect b/w Stock and Bond market? by DesmondMilesDant
You’re talking to 0dte yolo mfs here to be fair.
ListerineInMyPeehole t1_j9dqyj6 wrote
Reply to comment by DesmondMilesDant in Wall Street Newsletter S02E07 : Why is there such a disconnect b/w Stock and Bond market? by DesmondMilesDant
I do think you drive home the right points right now. I’d add that the push since late last year in equities is driven by excess global CB QE, which appears to have downtrended since mid January. I think this recent departure of equities pricing vs bond yields and liquidity conditions is probably just FOMO / short covering.
ListerineInMyPeehole t1_j67ffsw wrote
So I don’t have to worry about the 9 lines of Coke I railed in 2 minutes as long as I do it outside and with friends right?
ListerineInMyPeehole t1_jaewvg8 wrote
Reply to Good ole exit liquidity $NVDA by DerivativesTrader666