@bcguy2010.bsky.social did:plc:idpwyifw2gcvw4rhcyacziuu
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(@bcguy2010.bsky.social), 18 Ağustos 2023 tarihinde katılan bir Bluesky kullanıcısı. 195 takipçisi var, 1.190 hesabı takip ediyor ve 91 post paylaştı.
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Son beğendiği postlar
Bluesky ağındaki herkese açık beğeniler.
In the past, US equities weak 1-3 mo after first rate hike, even if it occurs with SPX near an ATH (like now)
Postu gösterThe 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.
Postu gösterRemember this? Lower after two weeks. Every. Single. Time. Today is two weeks later and SPX is higher by nearly 6%.
Postu gösterOver 25 one-hour trading periods, $SPY closed lower just once.
Postu gösterPut 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.
Postu göster
Blokladığı hesaplar
Bluesky’da bloklar herkese açık kayıtlardır.
Brian Sapient@briansapient.bsky.social
Benjamin Ryan@benryanwriter.bsky.social
The Soft Bunny xx @thesoftbunnyxx.bsky.social
⤵️@bryce.lol
Sofiya Dawar @sofiyadawar.bsky.social
female gooner@lofibaby.bsky.social
- did:plc:xeu6xud6ieebjd5q2k34d3qh@Not Found
cats with confusing aura@catswithaura.bsky.social