Quantlee @QuantLee0

Joined September 2024

Tweets

280
Followers

201
Following

751
Likes

8K

zerohedge @zerohedge

2 weeks ago

How it started... how it's going

552 1K 11K 995K 1K

Download Image

Samantha LaDuc @SamanthaLaDuc

a month ago

Bulls think they are so smart.

18 42 265 76K 46

Download Image

zerohedge @zerohedge

2 months ago

10 companies are responsible for 30% of all earnings.

50 269 1K 157K 210

Download Image

Holger Zschaepitz @Schuldensuehner

3 months ago

US stock futures jumped and the Dollar strengthened after President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court. Contracts for the S&P 500 and Nasdaq 100 gained 1.5% and 1.7% respectively, while shares in Nvidia rose over 5% in post-market…

33 72 267 27K 19

Download Image

Lawrence McDonald @Convertbond

4 months ago

There is so much Fear out There S&P 500 forward PE - Recession Periods 2025: 19.9x (current) vs. 2020: 13.4x 2002: 12.8x 1990: 10.1x 2008: 8.9x 1980: 6.5x 1982: 6.0x With @bcaresearch *Price to earnings.

35 33 144 13K 23

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

4 months ago

$SPY back to the scene of the crime

10 19 89 8K 6

Download Image

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

4 months ago

$QQQ incredible April candle

14 12 123 16K 12

Download Image

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

5 months ago

Do nothing, and you'd get 8-9% annual returns ex-US and if there's a smidgen of long-term multiple reversion..whoa @JeremyDSchwartz

16 25 177 17K 134

Download Image

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

5 months ago

S&P 500 sector valuations

23 53 266 20K 141

Download Image

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

5 months ago

The forward 12-month P/E ratio for the S&P 500 is 19.0. This P/E ratio is below the 5-year average (19.9) but above the 10-year average (18.3) @FactSet

16 58 301 18K 92

Download Image

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

5 months ago

Tariffs

14 40 232 20K 14

Download Image

Liz Ann Sonders @LizAnnSonders

5 months ago

In terms of manufacturing imports, U.S. is much more reliant on China than China is on U.S. ⁦@Gavekal⁩

86 187 625 57K 72

Download Image

David Ingles @DavidInglesTV

5 months ago

Markets are dumping the dollar in Asia early Friday Euro now at $1.135 Pound now at $1.303 Yen below 143

187 1K 4K 1.5M 389

Download Image

Keith McCullough @KeithMcCullough

5 months ago

US Dollar Collapsing Is not a "leverage" or a "liquidity" trade. It's a get the fuck out trade

47 149 751 101K 68

Download Image

Lisa Abramowicz @lisaabramowicz1

5 months ago

Long-term borrowing costs in the US have surged to the highest since January 2022 versus short-term rates. The key question is why. Is it because of expected inflation? China selling its Treasury holdings? Loss of American exceptionalism? Or just fund leverage unwinding.

93 172 629 69K 84

Download Image

Spencer Hakimian @SpencerHakimian

5 months ago

Bloomberg comes out bearish on the Trump walk back. Average effective tariff rates are now 24% from 27% this morning. Still massively anti growth, pro inflation, and anti risk assets. Wall Street will need further deescalation to sustainably rally.

93 645 3K 237K 426

Download Image

Mohamed A. El-Erian @elerianm

5 months ago

Up to an hour ago, there was a debate on what would convince the US Administration to opt for some type of pause on tariffs. Would it be Congress, the President's advisors, business leaders, the legal system, markets, or something else? We got the answer today: It's the…