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599.8K views
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...
377.2K views
Financial conditions have eased significantly over the last three months. In the last 20 years, the only two periods of time where conditions loosened further were toward the end of the 2008-09 recession & mid-2020.
168.8K views
Has everybody seen the 10-year??
165.6K views
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*.
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🔥 Top post: And just like that, Bloomberg's Financial Conditions Index went · 599.8K views
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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...
Free cash flow yield on the S&P 500 is back down below 2.6%, the lowest since 2008, and before that the early 2000s. It's been a long road from when this peaked in 2009 at the market bottom.
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!!
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*.
It's rare for the S&P 500 to have as bad a day as it had yesterday (-1.5%) with more individual stocks UP on the day than down (i.e. positive breadth). In the last three decades, that's only happened three other times (all during the d…
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.
Has everybody seen the 10-year??
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.
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.
Financial conditions have eased significantly over the last three months. In the last 20 years, the only two periods of time where conditions loosened further were toward the end of the 2008-09 recession & mid-2020.
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Estimated- Est. 97% real, active audience · Low fake-follower risk.
- Engagement (~1.1× of followers engage each post) is around typical for X.
- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (10+ years old).
- 1.81% engagement — around average for this size on X.
Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.
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