Warren Pies
@WarrenPies
Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.
View on π0
Threads
0
views
30.8K
Followers
5.6K
Tweets
Threads
1/ IMO the S&P 500 is at an important juncture. Seasonality (and consensus) expect a Q4 rally. My question: Where will the leadership come from? Equal-weight S&P has retraced t...
1/ Interesting article this morning from @NickTimiraos ahead of Jackson Hole. The premise: Long-term interest rates (may) have shifted higher post-pandemic. Yet, the Fed has not...