S&P500 trades at PE of 19x… whereas the 10y yield at 3% implies a PE of 14x… and with CPI at 8.5%, charges might nonetheless go increased…
It is all enjoyable and video games till shares attain absurd valuations on the peak of the enterprise cycle. pic.twitter.com/jWnHDjinnZ
— Otavio (Tavi) Costa (@TaviCosta) April 22, 2022
2007, I consider we heard the very same factor the opposite day. pic.twitter.com/XcOBDF7aj4
— EliantCapital.eth (@hypergrowth44) April 22, 2022
Damning analysis from NY Fed. In a paper simply printed, they tried to reply the one questions that matter:
– how a lot of inflation is persistent?
– how a lot is broad primarily based?
The conclusions shed an important mild on coverage incompetence and collective complacency.
1/4 pic.twitter.com/vyADjl63Dz— Carlo Kitty Casio (@INArteCarloDoss) April 22, 2022
Good evening Irene.. pic.twitter.com/wAYlMmRHez
— Lawrence McDonald (@Convertbond) April 23, 2022
SocGen’s Edwards pic.twitter.com/6WPlQurWAW
— JE$US (@WallStJesus) April 23, 2022
For this fairness dump, you’ll be able to thank the China yuan devaluation.$USDCNH $CNY
Yuan down 2% – greatest wkly drop since 2015 when China out of the blue devalued the yuan inflicting a 7% pull again in $SPY inside a wk.
Additionally, proper earlier than Fed was readying charge hikes.🤨#Commodities#Reflation t.co/efm6qDel1V pic.twitter.com/sUJGb6aOI1
— Samantha LaDuc (@SamanthaLaDuc) April 23, 2022
There it’s, Earth Day has the largest vol spike of 2022.
The market went out on the lows of the day, week, and month.
Following the Jan wave ‘1’ vol spike, however 10 VIX handles increased than the 2nd Friday prior. pic.twitter.com/TBqAsVfnne
— Mac10 (@SuburbanDrone) April 22, 2022
Bulls, we’ve got formally entered the Fed’s “quiet interval”.
Which signifies that between now and RECORD coverage clusterfuck, nobody can hear you crying. pic.twitter.com/vyYk0chQBU
— Mac10 (@SuburbanDrone) April 22, 2022
The Fed Was Solely Profitable at Financial Tender Landings 23% of the Time – since 1955 in 13 climbing cycles solely 3 have been w/o recessions. h/t @LanceRoberts @michaellebowitz @spotgamma @jam_croissant @AnnTrades #buying and selling #TradingSignals #OptionsTrading #ES_F #SPX500 #financial system pic.twitter.com/0KvFf5PciT
— Patrick Hill (@PatrickHill1677) April 22, 2022
