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Jay O'Connor

@jayoco

Dunhill Creek Capital. Futuri Media. I like finance, technology, wine and my dog. Not necessarily in that order.

 Raleigh, NC
Joined July 2008
  • Tweets6K
  • Following205
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59Media
Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)
Jay O'Connor retweeted
Luke Gromen (@LukeGromen) profile picture
Luke Gromen
@LukeGromenSep 16
Fed hike = the Fed is trying to tighten financial conditions by giving more interest income to the upper leg of the "K" (Boomers) while simultaneously increasing US govt deficits (via higher interest expense). That's like screwing to try to get your virginity back.
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Jay O'Connor retweeted
Bill Ackman (@BillAckman) profile picture
Bill Ackman
@BillAckmanMar 30
Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.
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The median midterm year drawdown is 15.6% .. S&P 500 1950-2022
Image from Mike Zaccardi, CFA, CMT (@MikeZaccardi)
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The current generation probably doesn’t even know that there are two people in this photo
Image from Not Jerome Powell (@alifarhat79)
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Jay O'Connor retweeted
steph pomboy (@spomboy) profile picture
steph pomboy
@spomboy22 Aug 2024
Replying to @cvpayne
As a woman, these DEI hires are so offensive. So is the idea idea that we should be excited about the idea of Kamala being the first female president. Personally, I’d rather wait another hundred years for someone who’s actually qualified.
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More than 50% of 74 US CPI components are running below 2.0% YoY for the first time since 2020
Image from Mike Zaccardi, CFA, CMT (@MikeZaccardi)
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The CPI-adjusted S&P 500:
Image from Lyn Alden (@LynAldenContact)
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Jay O'Connor retweeted
Kuppy (@hkuppy) profile picture
Kuppy
@hkuppy24 Oct 2023
Image from Kuppy (@hkuppy)
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New math: if the 10-year T-note yield spikes another 50 bps, you still come out even on a total return basis. Down 50 bps? Try a nice +8% return!
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REMINDER: we are on the verge of war in the Middle East and Biden destroyed our oil reserves
Image from The_Real_Fly (@The_Real_Fly)
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Mossad: We don’t know what’s happening CIA: We don’t know if Iran was behind the attacks in Israel WSJ: We spoke with our spy in Hezbollah leadership, four Quds generals, and the Grand Ayatollah’s personal kebab chef, and they all proudly confirmed that Iran masterminded this
Image from Robert Sterling (@RobertMSterling)
Image from Robert Sterling (@RobertMSterling)
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Every time Hamas launches another round of indiscriminate rocket attacks against Israeli civilians, I’m reminded what a miracle the Iron Dome system is. Israeli human ingenuity developed tech many thought wouldn’t be possible, and it’s saving lives this very moment. Amazing.
Image from Robert Sterling (@RobertMSterling)
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Jay O'Connor retweeted
Tony Greer (@TgMacro) profile picture
Tony Greer
@TgMacro2 Oct 2023
Now we need to be cautious oil. As my man @dailydirtnap would say - all the assholes are piling into our trade. $USO
Image from Tony Greer (@TgMacro)
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There is only one other period in the historic record where the largest companies beat the smallest companies by so much over a 20-year timeframe. That was the 20 years to 1999. The 20 years after that witnessed the total opposite: Large Caps got crushed by Small Caps.
Image from Jeff Weniger (@JeffWeniger)
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The last time that small-cap stocks were this cheap on a relative basis was coming out of the tech bubble. That led to a years-long run of outperformance. #stocks #markets #economy #investing #financialservices
Image from Michael Venuto (@michael_venuto)
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It's not often 100% of the ISM Manufacturing components register a below-50 reading.
Image from Eric Basmajian (@EPBResearch)
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Retail sales are getting pretty recessionary now.
Image from Lyn Alden (@LynAldenContact)
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Jay O'Connor retweeted
J.C. Parets (@JC_ParetsX) profile picture
J.C. Parets
@JC_ParetsX18 Mar 2023
Check my math, but this was the 4th highest weekly closing price in the history of Gold. Going back thousands of years, Gold has only closed the week higher 3 times. How long before we get the highest weekly close ever?
Image from J.C. Parets (@JC_ParetsX)
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Jim went to the World Series, Philly lost Jim went to the Super Bowl, Philly lost
Image from Inverse Cramer (@CramerTracker)
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Each time I see this chart I ask myself, what’s wrong with the US healthcare system?
Image from Michael A. Arouet (@MichaelAArouet)
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