🌈Roses🌷 (@mercurialmol) 's Twitter Profile
🌈Roses🌷

@mercurialmol

Sometimes I stop and look up at the sky. Life doesn't always go as planned, but I find joy in it. ☁️ #joyoflife

ID: 1698641722945732608

calendar_today04-09-2023 10:18:54

114 Tweet

1,1K Followers

1,1K Following

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices jumped 49 basis points in June, to a record 11.1%. This has now officially surpassed the post-2008 high of 10.7% and the December 2024 peak of 11.0%. Since the start of 2023, the

BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices jumped 49 basis points in June, to a record 11.1%.

This has now officially surpassed the post-2008 high of 10.7% and the December 2024 peak of 11.0%.

Since the start of 2023, the
Systematic Investment Research & Education (@systematicire) 's Twitter Profile Photo

The dominance of U.S. equity returns is large over this period and more than has been the case historically. I don’t expect this to persist over the next decade, but there are no guarantees.

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

What is happening here? The BLS just said the number of jobs reported for the 9 months ending December 2024 was likely overstated by ~800,000. This comes as the Quarterly Census of Employment and Wages (QCEW) data, covering 97% of employers, showed the US added 607,000 jobs

What is happening here?

The BLS just said the number of jobs reported for the 9 months ending December 2024 was likely overstated by ~800,000.

This comes as the Quarterly Census of Employment and Wages (QCEW) data, covering 97% of employers, showed the US added 607,000 jobs
Peter Mallouk (@petermallouk) 's Twitter Profile Photo

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.
FinChat (@finchat_io) 's Twitter Profile Photo

Duolingo generated $211 million in subscription revenue this quarter, up 46% compared to a year ago. The stock is up 24.3% after hours. $DUOL

Duolingo generated $211 million in subscription revenue this quarter, up 46% compared to a year ago.

The stock is up 24.3% after hours.

$DUOL
🌈Roses🌷 (@mercurialmol) 's Twitter Profile Photo

Against the backdrop of Trump's support for cryptocurrencies, altcoins such as XRP and Ethereum have strengthened, and proposed legislation provides a clear path for the classification of cryptocurrencies.

Charlie Bilello (@charliebilello) 's Twitter Profile Photo

Bull markets have lasted 5x longer than bear markets on average. Bulls: +254% over 5 years 🐂 Bears: –31% over 1 year 🐻 Markets spend far more time growing wealth than destroying it. Why interrupting compounding is the biggest risk of all. Video: youtube.com/watch?v=9T34gi…

Bull markets have lasted 5x longer than bear markets on average.

Bulls: +254% over 5 years 🐂
Bears: –31% over 1 year 🐻

Markets spend far more time growing wealth than destroying it. Why interrupting compounding is the biggest risk of all.

Video: youtube.com/watch?v=9T34gi…
Charlie Bilello (@charliebilello) 's Twitter Profile Photo

The Fed started cutting rates last September with the 30-yr yield below 4%. Today it's 4.9%. The Fed may be done with inflation, but inflation isn’t done with the Fed. If long yields keep rising, they won’t admit a policy mistake — they’ll just bring back QE. In the end, all

The Fed started cutting rates last September with the 30-yr yield below 4%.

Today it's 4.9%.

The Fed may be done with inflation, but inflation isn’t done with the Fed.

If long yields keep rising, they won’t admit a policy mistake — they’ll just bring back QE.

In the end, all
🌈Roses🌷 (@mercurialmol) 's Twitter Profile Photo

Bitcoin is hovering near the key $111,500 support. Investor hesitation is clear, and the Fed’s next move could dictate the trend

Nick Timiraos (@nicktimiraos) 's Twitter Profile Photo

August core CPI inflation was +0.35%, near the higher end of estimates and the highest monthly print since January The 12-month rate was 3.1% The 3-month annualized rate of core CPI inflation was 3.65%, also the highest since January

August core CPI inflation was +0.35%, near the higher end of estimates and the highest monthly print since January

The 12-month rate was 3.1%

The 3-month annualized rate of core CPI inflation was 3.65%, also the highest since January
Charlie Bilello (@charliebilello) 's Twitter Profile Photo

Overall US CPI moved up to 2.9% in August, the highest level since January. US Core CPI (ex-Food/Energy) moved up to 3.1%, the highest level since February. Despite rising inflation, the Fed is expected to cut rates by 25 bps next week and another 25 bps in October & December.

Overall US CPI moved up to 2.9% in August, the highest level since January.

US Core CPI (ex-Food/Energy) moved up to 3.1%, the highest level since February.

Despite rising inflation, the Fed is expected to cut rates by 25 bps next week and another 25 bps in October & December.
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: US margin debt jumped +$37 billion in August, to a record $1.06 trillion. Over the last 3 months, margin debt has surged +$139 BILLION. On a YoY basis, the margin debt levels have risen a whopping +$798 billion, or +33%. When adjusted for inflation, margin debt

BREAKING: US margin debt jumped +$37 billion in August, to a record $1.06 trillion.

Over the last 3 months, margin debt has surged +$139 BILLION.
 
On a YoY basis, the margin debt levels have risen a whopping +$798 billion, or +33%.

When adjusted for inflation, margin debt