Urban Carmel
ukarlewitz.bsky.social
Former: UBS Securities, Asia Ex-Pat, McKinsey, Mayor of Mill Valley, Finance Twitter. Fan of causal relationships, behavioral finance and the Quad Dipsea.
👤 Joined on 01 December 2023
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- 01 Ara 2023, 15:50
🎉 Bluesky'e katıldı - İlk kullanıcı adı:
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Goldman has a bullish 8700 SPX target out 12 months No SPX EPS disruption expected
Show PostThe S&P 500 has been positive every time in the 12 months after the midterm elections (Capital Group) 2022-23 was +16.4% btw
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IWM now -7% since the nonstop broadening out nonsense chatter.
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Last time the Fed hiked before an election? 2022 midterm under Biden. From 1984 to 2024, the Fed adjusted rates (up or down) within 60 days of an election (43%) as often as in any other 60-day period (45%).
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T-Bills and Chill? Try Munis & Chill Instead ritholtz.com/2026/09/tbil...
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