First Squawk Tom

Looks like if you bring down expectations 20% it becomes easy for 71% of $SPY companies to "beat" lower expectations More of the same from Wall Street...until more severe slowdown

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Dear Elon Musk 👋 9 days ago the access to my work computer was cut, along with about 200 other Twitter employees. However your head of HR is not able to confirm if I am an employee or not. You've not answered my emails. Maybe if enough people retweet you'll answer me here?

GURGAVIN Here's the Fed's last Summary of Economic Projections in December

China’s economic rebound weaker than expected, warns Maersk. One of world’s largest shipping groups says country’s consumers are still ‘stunned’ by Covid disruptions. #geoeconomics #supplychains ft.com/content/ef8cc8…

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In a dataset going back to 1948, gross national income has never been negative on a year-over-year basis without it already being a recession. If this one isn't, then it's a first.

Taking a bow not only for regional bank recommendation 6 months ago but mtge REITs in December. I still like CPRI for a merger arb - target 57. On the bond front UST 10 yr at 4% is overvalued while 10 year TIP at 1.80 is the better choice. If you need to buy bonds. I don’t.