(@bcguy2010.bsky.social) – Perfil e estatísticas do Bluesky

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No Bluesky desde 18 agosto 2023

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(@bcguy2010.bsky.social) é um usuário do Bluesky desde 18 agosto 2023. Tem 195 seguidores, segue 1.190 contas e publicou 91 posts.

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Urban Carmel@ukarlewitz.bsky.social16/09/2026 14:52
In the past, US equities weak 1-3 mo after first rate hike, even if it occurs with SPX near an ATH (like now)
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Michael Santoli@michaelsantoli.bsky.social13/09/2026 16:26
The Fed raised interest rates at every meeting from March 2022 through the midterm election. Also hiked a few times in 2018 before a midterm election. Also hiked every meeting from June 2004 through a presidential election. And the Fed was tightening for all of 1994 prior to a midterm election.
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Urban Carmel@ukarlewitz.bsky.social13/08/2026 00:22
Remember this? Lower after two weeks. Every. Single. Time. Today is two weeks later and SPX is higher by nearly 6%.
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Urban Carmel@ukarlewitz.bsky.social04/08/2026 23:34
Over 25 one-hour trading periods, $SPY closed lower just once.
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FinTwitter@fintwitter.bsky.social04/08/2026 00:00
Put simply, the Rubin Ultra HBM despec is a supply issue. Not a demand issue. I think as much additional HBM will be produced as the supply headroom freed up by the shift from 12Hi to 8Hi. It is not a problem at all.
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