Marko Kolanovic
@markoinny
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Former Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(ed) markets. Not Financial Advice
Joined August 2024
No matter how one looks at valuations, doesn't make lot of sense. Congrats to US exceptionalism, now there is a meme Mega cap (+bonus creepy earnings calls)
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So Mexico is "resolved", ok lets now wait for Germany, China, etc. headlines. Make Volatility Great Again.
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Marko Kolanovic Is Back With a Warning for Stocks
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RT @TheStalwart: NEW ODD LOTS: It's the return of Marko Kolanovic. Former JPM strategist @markoinny -- also known as Gandalf -- made hisā¦
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Trade war puts us in 2018 environment (higher volatility, lower valuations). Those who point that Trump cares about stock market, should remember that even then he did not react until ~5% decline. Tolerance for declines could be higher now, and markets are at highs.
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@DocMuscle_ thanks. no, i didn't. and they were called i think s***coins before too. i think these presidential ones were over the top.
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RT @WallStreetMav: Look at all of the crazy things they invent that cause "climate change". This is a mental illness.
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Yes we knew it
Pollster says Democratsā ādemonizationā of Trump was āover the topā
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RT @OnTheTapePod: New pod! Marko Kolanovic @markoinny joins @GuyAdami & @RiskReversal to discuss valuations, the potential for geopoliticalā¦
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12 officers, 4 agencies, and a court order for 1 pet squirrel. seems a bit excessive @DanielSLoeb1
First they came for the squirrels and I said nothingā¦. Give your beloved pets an extra long hug tonight. I know I will.
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2025 surprise (early)
ā”ļøBREAKING Iran now has the technical capabilities to produce nuclear weapons - Kamal Kharrazi, Head of Foreign Relations He also stated that 'We may in the future increase the range of our missiles beyond 2000 km' Likely ICBMs are on the agenda
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