I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I post links I find of interest & relevant on any given day. These links will cover a broad spectrum of items, from the market impacting/relevant to economic & political news, social and the occasional potpourri/humorous and I may add a quick thought/impression.
If you, as I am, sift through tons of news throughout the day to stay informed then you may come to find these Quick Takes as a useful resource.
QT: Consumers are tapped out and can’t ill afford inflation or any slowdown.
QT: The global volatility compression has folks on edge. People are increasingly vocal about questioning the veracity/sustainability of this current environment as we saw in just the past couple of days with Ray Dalio, Gundlach and Einhorn.
QT: They won’t find out tomorrow. Draghi will remain very non specific on this.
QT: We’re seeing a lack of selling as folks are waiting for clarity on the tax debate. So far markets remain untested.
QT: I see an increase in voices that are musing or declaring that valuations or earnings no longer matter and rising markets have become a fact of life. I’ll take it as a sentiment check brought about by an artificial liquidity cycle.
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