25iq

My views on the market, tech, and everything else

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"We trace the disconnect between negative sentiment and macroeconomic reality to the reinforcing feedback loop of r… twitter.com/i/web/status/1… 13 hours ago
"JPMorgan sees a 35% chance of a recession next year, close to the highest probability in the current cycle and up… twitter.com/i/web/status/1… 14 hours ago
"There’s an old adage in the industry that a collector is someone who keeps buying artwork even after their walls a… twitter.com/i/web/status/1… 14 hours ago