Andreas Steno Larsen
@AndreasSteno
If you cannot show it in a meme, then it is not true.. Macro and hunting 5-10x equity cases @RealVision 🍾 Also founder of
1.8K Following 297.6K Followers
A lot of people are bearish into this rally.. A LOT!
This is march/april all over again. Everyone is too bearish
Septemberphobia is real
* Longtime bulls are cutting targets
* AAII bears most since Liberation Day
* NAAIM down 30% the past 3 weeks
AI and crypto are complementary trades - not mutually exclusive by any means.
The agent economy will see both working in tandem.
South Korean export data keeps accelerating. What slowdown?
For all the doom around Europe on this app, please enlighten me on where you see this stuff elsewhere.
From beautiful Vienna 🇦🇹
I have a pretty simple suggestion for Dario:
If you want to slow things down, just move Anthropic to the EU.
So a rate hike wasn't the end of the world either? Pain trade is still higher (and weaker USD)
The bond bull case is really starting to come together
*UKRAINE, US WORK ON POSSIBLE ZELENSKYY-TRUMP MEETING: TYKHYI
Kinda getting the vibe that the US is trying to solve this conflict, as they are getting nowhere with Iran.
So it wasn’t the end of the world anyway?
Essentially none of Darios "time-lined warnings" have played out yet..
Will anybody tell this guy, why you cannot make this comparison?
Bonds and FX for dummies includes the answer, but not sure Michael knows
A Greek 30yr is 4.8% vs a US 30yr of 5.3%
I wonder what happened at the end of February
Not a single forecast above the "Waller line" of .25%.
Bad headline, but OK core details from the PPI.
Core CPI likely to be soft enough to put the September hike in doubt tomorrow
