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  1. O

    Are corporate profits anomalously high, and will it last? Or revert?

    @resjudicata Hard tilt to value + profitability factors
  2. O

    "Outside of the Magnificent 7, the rest of the S&P 500 did nothing."

    @abesabre The only way to win the losers game is to not buy individual stocks
  3. O

    Core PCE comes in 0.2% MoM vs 0.2% exp 4.2% YoY vs 4.2% exp

    @resjudicata One more 25 hike? Everyone has been saying one more for a while now. Itll be more than one more.
  4. O

    Fed Working Paper - 40% of real corporate profit growth after 1989 was fueled by a decline of interest rates and corporate tax cuts.

    @crooklynbanks Whem the soviet union fell, global capitalism didnt need to pretend a little anymore that it provides workers a better alternative to socialism by giving them a decent slice of the pie.
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