Worked in markets under Greenspan, Bernanke, Yellen, and Powell FEDs. Many, many, market crises. #1 Volatility analyst for 14 stright years. I have never seen a market crisis of this magnitude, yet FED almost disinterested, or even gleeful.
Marko Kolanovic
2,456 posts
Marko Kolanovic
@markoinny
Former Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
Joined August 2024
- Why is everybody acting surprised? Trump's approach to tariffs is exactly same as in 2018. If you were not following markets in 2018 fine, but if you were, there is no excuse for losing money now. Btw Powell's approach will be the same too.
- Data centers will soon become stranded assets.
- Russell at 2018 levels. These are small companies not MAG7 problem Scott. "Pro business" administration. 7 years of work they soiled it in a month.
- When a whole sector is at all time low valuations relative to the market (0th percentile) it should be of interest to all investors (table from GS)
- I agree with Michael Burry. Everyone important involved in this network, and to various degree dishonest. They have to play along until the party stops (some, not literal, similarities to Epstein network).
- Replying to @APomplianoOmg this must be the dumbest thing i read today
- So if i read this correctly $PLTR now grows slower than an average tech stock, but has a multiple that is ~25 *times* higher than an average tech stock. I must not be part of that growth cult i guess.
- A man plants a bomb in his home. Primes it go off in a week. After panic gripps the neiborhood, man decides to defuse the bomb. He is then celebrated by his wife, children and friends as a hero and savior and his credit score improves. Markets will go up, VIX will go down
- Data centers may end up being the biggest missallocation of capital in human history (bigger even than windmills). Trillions to tweek order of videos in reels, or spy on you to better target adds
- In a recession, people prefer to eat at MicrosoftMcDonald’s US sales drop by most since height of pandemic in 2020 on.ft.com/4d6ZWsA
- Stock market used to be a leading indicator for economy. However, due to passive index investing and momentum investing (CTAs, retail chasing momentum stocks, etc.) it's now likely a lagging indicator for economy.
- Lutnick on CNBC. Sounds like a used car salesman. Perfect for Crypto.
