Sharing Ideas, articles, opinions & analysis. #Trading #StockMarket #Finance #Economy

Joined March 2017
BAML fund mgrs overweight cash, bonds and defensives and underweight equities, esp. US.
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📢CTO, J-2 pour obtenir votre pass 4 jours à #Vivatech et participer au #VivatechCTOsummit le 16/06 pour un networking entre pairs de qualité ! 📲inscriptions : vivatechnology.com/cto-summi… #AI #CloudComputing #GreenTech #DigitalTransformation Cc @ExpleoGroup @LaurentAlaus @RLDI_Lamy @kalydeoo @tewoz @AkwyZ @jeancayeux @DanielleLargier @XavierAncelin
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WallStScott retweeted
🤔
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📈 Stocks rise as Inflation hits a 2-year low
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A great pleasure to join the discussion at #VivaTech, this Friday 16th, on such eminently crucial topics as gender equity & #DiversityandInclusion in the tech world. And such a good company 👇 Eva ATTAL [linkedin.com/in/eva-attal/] Head of Elixir Cash Equity Algo Trading Technology at BNP Paribas Alice Deshays [linkedin.com/in/alice-deshay… Head of Investment & Fund Services IT at @BNPP2S & Samira Kharbichi [linkedin.com/in/samira-kharb…] Head of Trade Finance Operations EMEA at BNP Paribas And an even greater pleasure to take part in a 3/4 female panel. Thank you @BNPParibas for opening up this opportunity! Just the way to follow for closing the gender gap!👏 Stay tuned! #AI #MachineLearning #Fintech #Diversity #Inclusion Cc @VivaTech @MiaD @psb_dc @ipfconline1 @SaSaLaSharif @BroadenView @SpirosMargaris @Nicochan33 @JimMarous @roxananasoi @DeepLearn007 @ahier @hessiejones @data_nerd @Ym78200 @DanielleLargier @Lavina_rr @AkwyZ @jeancayeux @WomeninAIEthics @lh3com @HaroldSinnott @tewoz @EvanKirstel @3itcom @ChrisGGarrod @LaurentAlaus @dcallahan2 @Khulood_Almani @RosyCoaching @efipm @sallyeaves @chhavic @CHRISTINESOTO12 @kalydeoo @mallys_ @SachaAlanoca @antgrasso @BolligGreta @1C_Zhr @jenstirrup @romainmenard_
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We are so f*cking back
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WallStScott retweeted
CPI YoY 4.0% vs 4.1% est
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Woah. Longest streak of deceleration in y/y CPI since 1921. #Inflation
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The market is getting extremely extended. A pullback is needed to make a further advance. h/t @bespokeinvest @soberlook @RealInvAdvice
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"Extremely narrow market continues. Barclays' has a name for it, the Leadership gap. We have basically seen this behavior twice in "modern times", during the 2k frenzy and during the Covid bounce" - @themarketear
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WallStScott retweeted
Here's an updated look at one-year charts of the megas:
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WallStScott retweeted
The S&P 500 made a new 52-week high yesterday for the first time in 360 trading days dating back to 1/3/22, ending the longest stretch without a 52-week high since October 2009.
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Biggest standout in fund manager positioning is the overweight to bonds and underweight to equities... This type of positioning is only going to work in 2 scenarios: 1. Bonds rally, stocks fall 2. Bonds rally, stocks rally, but bonds do more
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Tokya $Nikkei 225 index closing in on the early 90s highs
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I’ve Had it with Stupid Stuff about Hotels in San Francisco: Park Hotels & Wall Street Screwed Shareholders, Bond-Fund Holders, and Pension Funds, but Blame San Francisco? The clueless WSJ reporter needs to be taken to the woodshed wolfstreet.com/2023/06/12/iv…
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The only thing controversial is me not being able to bet on this
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WallStScott retweeted
The history of cyclical bull markets suggests that the S&P 500 could rally to 4,900 by next summer says Bank of America. Since 1929, the $SPX gained 9.4% on average and 14.1% on a median basis 1 year after entering a technical bull market.
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WallStScott retweeted
JP Morgan's prediction for how the S&P 500 will react to this week's CPI reading. Warning: JP Morgan tends to get these almost always wrong
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Go back to the office they said. The commute won’t be bad they said.
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