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Ted Darling
@tdarling1
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Individual investor and trader.Endurance athlete, avid cyclist, swimmer, runner, and triathlete. #fintwit #macro #oldwallwarrior #5Real Not investment advice
Maine, USA
Joined March 2009
What's going on in markets? Metals and ripping. Bonds are dipping. Oil and US indexes are chopping while international markets are hitting new highs. Join @vola2vola, @VaidotasSegenis, and me after the close for Market Talk 45 for our👁🗨
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Andy has the forward dialed in
Tight financial conditions and Trump administration policies may deal a blow to growth in the U.S., according to Andy Constan (@dampedspring). How it could play out in the market:
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Understandably, the inflationistas are back and chirping loudly at data driven by a huge Biden spend into and following the election. I’m more interested in the forward. DOGE fiscal cuts, followed by private sectors cuts (CHV and JPM, the latest) combined with lower energy costs and potential peace dividend will push numbers lower. Let’s see
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Most focus on CPI and $SPX, but I am more focused on the bond market. While short $TLT in the trading account, my dynamic positioning portfolio has continued to add exposure across duration, inflation, and credit #DOGE 👁🗨on $TLT and have a super profitable 💰 day!
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