Steve Hou (Consume Less Involuntarily) (@stevehou0) 's Twitter Profile
Steve Hou (Consume Less Involuntarily)

@stevehou0

Quant Research @Bloomberg Indices, opinions my own.

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calendar_today29-11-2016 16:39:21

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Steve Hou (Consume Less Involuntarily) (@stevehou0) 's Twitter Profile Photo

As a center-left person I've found so many of the Biden team's economic policies deeply disappointing if not honestly disastrous. The longer time has gone on the more we see confirmations of the terrible consequences of those wrong and hubristic decisions made early in the

Steve Hou (Consume Less Involuntarily) (@stevehou0) 's Twitter Profile Photo

Before everyone jumps into the reply to yell at me: 1) This is not a relative commentary on the current admin's economic policies, many of which are careless, ill-thought through and disastrous in their own right! 2) Not all Biden economic policies were bad. I think the infra

Steve Hou (Consume Less Involuntarily) (@stevehou0) 's Twitter Profile Photo

Once again, “market breadth” doesn’t really mean anything. Narrow market breadth may just mean market breadth will broaden again soon. Empirically, I’ve never seen much evidence to show the concept is worth anything.

Cullen Roche (@cullenroche) 's Twitter Profile Photo

Agree with Steve here. IMO one thing a lot of people missed about recent inflation is that higher rates have a stimulative impact from the govt net financial asset level, but are highly restrictive to private net financial asset levels. This can be clearly seen in something

Agree with Steve here. IMO one thing a lot of people missed about recent inflation is that higher rates have a stimulative impact from the govt net financial asset level, but are highly restrictive to private net financial asset levels. 

This can be clearly seen in something