lidlwig.bsky.social
Peaked at 4th grade school spelling champion Econ/Finance Bay Area Sports
👤 Joined on 12 November 2024
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"fuck the accounting standard" is a bad way to win an argument about a company's finances
Show PostForeign stocks are crushing on earnings—up 36% forward earnings this year—yet their valuations have dropped 19% while prices barely budged. The discount to US stocks just hit 57%. 🔒 Members-Only
Show PostTreasury yields plunged despite two hotter-than-expected inflation reports. Bond traders are suddenly pricing in slower growth, not a hawkish Fed. 🔒 Members-Only
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