acemaxx analytics

acemaxx.bsky.social

09 February 2025 05:41

Relative to #equities, credit valuations are improving. Look at the #earnings yield (earnings divided by price) versus the corporate bond yield. The gap b/w them is now wider than at any point since 2002, chart @MorganStanley

eine Kugel wolf. Im Wafel

wolfp.bsky.social

05 February 2025 07:18

A tariff on VLOOKUP and HLOOKUP so people will have to learn

Dustin Jalbert

2x4caster.bsky.social

04 February 2025 15:09

Good summary on the agricultural commodities impacted if 25% tariffs on Canada and Mexico do happen. Yours truly also makes a late appearance! www.bloomberg.com/news/article...

Tero Kuittinen

teroterotero.bsky.social

04 February 2025 15:04

LOL he dramatically announced a crucial phone call with Trudeau for 3 PM… and then let markets close without any announcement. Maximum chaos.

Bonnie Burton ✍️

bonniegrrl.bsky.social

04 February 2025 15:02

Proud to be an Elder Geek. 👵🏻 ❤️❤️❤️ @microsoft.com