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Liz Thomas
4,584 posts
Liz Thomas
@LizThomasStrat
Chief Market Strategist at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Joined March 2016
- Long-term UK Gilt bonds have posted a total return of -52.3% since Dec 2021. An entire decade of gains wiped out.
- Only 16% of Nasdaq stocks are trading above their 200-day MA. Getting close to levels of prior market bottoms (2002, 2009, 2018, 2020). Still won't call it, but if you like watching these indicators, here we are 👀
- What in tarnation is with this market reversal?? That's a serious question. What am I missing?
- We welcomed a new little bundle of baby boy joy recently 💙 I'll be away for a few months, see you all back here in summer!!
- And just like that, Bloomberg's Financial Conditions Index went from loose (green) to the tightest since Mar 2020. Gives the Fed an excuse to pause if it wants to...
- Roses are red, My shoes were blue, We said "I do", I changed my name, too! Liz Young Thomas effective today. New handle: @LizThomasStrat Still a strategist, not a poet.
- New pic, same gal. They hide the blue check while it's reviewed. I swear I'm still paying the fee, it's really me.
- The drawdown we're seeing in stocks has been purely sentiment based so far. The forward 12m P/E has compressed from 22.5x to 20.5x (a 9% contraction), while forward 12m EPS estimates have actually ticked *higher*.
- On Jobs Friday, I want to give a HUGE shout out to my beautiful mother who retired today! She spent the last 21 years as Chief Nursing Officer for Behavioral Health, and was the longest running CNO in a large WI healthcare system. Congrats, Mama!!
- One of us is a die hard @NYRangers fan, the other one went to their first Rangers game ever...both had an epic evening @TheGarden
- Soft landing, hard landing, no landing...what's next? Fly by? Slow float? Moon walk? Cement boots? I'm tired.
- Thrilled to announce that I'm joining @SoFi as the Head of Investment Strategy. Ready to bring new content and insights to our audiences and spread the SoFi message even further!
