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/
No Bluesky desde
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- 2.479
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- 941
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Resumo
Jonathan Todd (@yontodd.substack.com) é um usuário do Bluesky desde 19 agosto 2024. Tem 2.479 seguidores, segue 509 contas e publicou 941 posts.
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‘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
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