— Christophe Barraud🛢 (@C_Barraud) February 23, 2021
The macro opportunity of a lifetime.
The value proposition for buying commodities and selling stocks has never been so pronounced. pic.twitter.com/KPV3BenRtP
— Otavio (Tavi) Costa (@TaviCosta) February 22, 2021
Speculative financial conditions create asset bubbles that burst.
We have the loosest environment yet. pic.twitter.com/26vAuRDiOA
— Kevin C. Smith, CFA (@crescatkevin) February 23, 2021
ICYMI: JPMorgan Predicts That The Biggest Short Squeeze Yet Begins Next Month
clearly some are frontrunning it todayhttps://t.co/oH4JwfxdWd
— zerohedge (@zerohedge) February 22, 2021
Job postings on @indeed 5% above the pre-pandemic baseline in US, as of 2/19. Another week of solid gains.
One bright spot: job postings up in arts & entertainment, which was hit hard in the pandemic. Now just 6% below baseline.
(No blogpost this week.) pic.twitter.com/8XOt7nkpFS
— Jed Kolko (@JedKolko) February 22, 2021