Yehuda Katz (@memalos_kats) 's Twitter Profile
Yehuda Katz

@memalos_kats

CIO @ Family Office - Too young to be a GenXer, too old to be a Millennial. Pro-Meritocracy. Anti-Left. Toxic Masculinity. Italodisco. RT=Endorsements 🇬🇷🇮🇱

ID: 3235999293

calendar_today05-05-2015 15:09:26

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MAGA Voice (@magavoice) 's Twitter Profile Photo

America is officially back. No more mentally ill men with beards dressed up as women selling jeans 🔥 Thank you President Trump

Yehuda Katz (@memalos_kats) 's Twitter Profile Photo

Anyone who understands basic statistics would tell you how little signal there is to monthly #payrolls. Yet, Wall Street has convinced countless fund managers and traders that somehow they would need to act on a mostly made-up number with huge standard error.

Yehuda Katz (@memalos_kats) 's Twitter Profile Photo

In their note to clients GS says that if payrolls come 0-24k, expect SPX down 0.75% - Wondering why they didnt give a prediction to 3dp 🤡🤡🤡

Yehuda Katz (@memalos_kats) 's Twitter Profile Photo

Funny how this has not impacted either $BYD (hitting new cycle lows) or $TSLA (car business not a driver for stock performance)

Yehuda Katz (@memalos_kats) 's Twitter Profile Photo

For all its idiosyncratic pressures working against it, if #USDJPY does not crack lower - dont expect a bottom in risk assets. In fact, to the extent that the pair has not budged yet, it means the current sell cycle is still in its infancy.

Yehuda Katz (@memalos_kats) 's Twitter Profile Photo

Price action on $HIMS means some bad news are coming (probably on the legal front). Should be manageable but could see another 30%-40% drop from here

Yehuda Katz (@memalos_kats) 's Twitter Profile Photo

As predicted $HIMS Irrespective of the final outcome if you have “news failure” better check your position sizing and review your thesis

As predicted $HIMS 
Irrespective of the final outcome if you have “news failure” better check your position sizing and review your thesis