Jonathan Todd
@yontodd.substack.com did:plc:d3npvqzrc7wxt37t4o7ryt76
📈📉 US markets/macro/Fed/housing (all opinions here = own). 🗣️ Learning French with very modest success (Intermediate/B1). 📍Chicago, but always very Californian. https://yontodd.substack.com/
En Bluesky desde el
- Seguidores
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Resumen
Jonathan Todd (@yontodd.substack.com) es un usuario de Bluesky que se unió el 19 agosto 2024. Tiene 2.479 seguidores, sigue a 509 cuentas y ha publicado 941 posts.
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Posts que le gustaron recientemente
Me gusta públicos de la red Bluesky.
‘The high-beta factor has been a major loser in recent weeks, but on a multi-year time horizon the rate-of-change suggests the beginning of a new regime in which low-beta has only just begun to outperform.’ www.citriniresearch.com/p/state-of-t...
Ver postand Lake Ontario
Ver postSo far it’s shaping up to be a huge day for anyone who can create a mishmash of the “it was all priced in” meme with “clearing event”
Ver postI think this is going to age well
Ver postGuys I’m starting to think trade wars are not good and easy to win
Ver post
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