Andrea Lisi, CFA
@andrealisi.bsky.social
Chief Investment Officer at Lisi Family Office and founder of Lisi Quant Analysis
What do my followers make of today’s #MerryChristmas message of our president?
December 25, 2024 at 9:34 PM
What do my followers make of today’s #MerryChristmas message of our president?
#Bond vigilantes are not taking the day off today
#Investing #Economy
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#Investing #Economy
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Andrea Lisi, CFA on LinkedIn: #bond #investing #interestrates #portfoliomanagement #fixedincome #economy
#Bond Vigilantes are not taking the day off today. In fact, the 10-Year Yield continues its sell-off, hovering around 4.61% today.
An increase in the 10-year…
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December 24, 2024 at 6:56 PM
#Bond vigilantes are not taking the day off today
#Investing #Economy
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#Investing #Economy
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Reposted by Andrea Lisi, CFA
𝐓𝐇𝐈𝐒 𝐒𝐔𝐍𝐃𝐀𝐘
𝑾𝒊𝒏 𝒂𝒏𝒅 𝒕𝒉𝒆𝒚 𝒂𝒓𝒆 𝒊𝒏. MWPL member club @chicagohouseac.bsky.social faces Tulsa Athletic for a spot in the 2025 US Open Cup in the final qualifying round.
📅 Sunday, December 8th
🕐 1:00PM CDT
📍 Elmhurst University, Elmhurst IL
𝑾𝒊𝒏 𝒂𝒏𝒅 𝒕𝒉𝒆𝒚 𝒂𝒓𝒆 𝒊𝒏. MWPL member club @chicagohouseac.bsky.social faces Tulsa Athletic for a spot in the 2025 US Open Cup in the final qualifying round.
📅 Sunday, December 8th
🕐 1:00PM CDT
📍 Elmhurst University, Elmhurst IL
December 5, 2024 at 6:01 PM
On the #employment front we have just received some good numbers
#Economy #Finance
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#Economy #Finance
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Andrea Lisi, CFA on LinkedIn: #employment #jolts #fed #stocks #investing #markets #sourcing #economy
I discussed on Sunday, I am paying more attention to private #employment statistics than to the official ones from the labor department because the revisions…
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December 3, 2024 at 3:21 PM
On the #employment front we have just received some good numbers
#Economy #Finance
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#Economy #Finance
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Everybody is talking about $BTC exponential gains as of late, but I want to point out to my followers that $ETH has performed even better!
#Bitcoin #bitcoin100k #Ethereum
#Bitcoin #bitcoin100k #Ethereum
November 28, 2024 at 12:08 PM
Everybody is talking about $BTC exponential gains as of late, but I want to point out to my followers that $ETH has performed even better!
#Bitcoin #bitcoin100k #Ethereum
#Bitcoin #bitcoin100k #Ethereum
Contrary to the #FederalReserve belief, #Inflation is going up, not down!
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Andrea Lisi, CFA on LinkedIn: #inflation #trump #investing #economy #interestrates
Today is the busiest day of the week economic data-wise, with the release of the Federal Reserve's preferred #inflation measure, the Core PCE Inflation Rate…
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November 27, 2024 at 3:13 PM
Contrary to the #FederalReserve belief, #Inflation is going up, not down!
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I share an excerpt from the book “Devil Take the Hindmost” about financial bubbles with my followers.
The Tulip-Mania bears an interesting resemblance with #Bitcoin
Will history repeat itself? Interesting times ahead!
#Investing #Technology #Economy
The Tulip-Mania bears an interesting resemblance with #Bitcoin
Will history repeat itself? Interesting times ahead!
#Investing #Technology #Economy
November 26, 2024 at 10:19 PM
I share an excerpt from the book “Devil Take the Hindmost” about financial bubbles with my followers.
The Tulip-Mania bears an interesting resemblance with #Bitcoin
Will history repeat itself? Interesting times ahead!
#Investing #Technology #Economy
The Tulip-Mania bears an interesting resemblance with #Bitcoin
Will history repeat itself? Interesting times ahead!
#Investing #Technology #Economy
Markets have sniffed since July the high likelihood of a Trump 2.0 presidency.
International markets have sold off since then.
As you can see from the chart below, potential tariffs have hit European Stocks very hard since June, underperforming the $SPX by 17%!
#Investing
International markets have sold off since then.
As you can see from the chart below, potential tariffs have hit European Stocks very hard since June, underperforming the $SPX by 17%!
#Investing
November 26, 2024 at 12:24 PM
Markets have sniffed since July the high likelihood of a Trump 2.0 presidency.
International markets have sold off since then.
As you can see from the chart below, potential tariffs have hit European Stocks very hard since June, underperforming the $SPX by 17%!
#Investing
International markets have sold off since then.
As you can see from the chart below, potential tariffs have hit European Stocks very hard since June, underperforming the $SPX by 17%!
#Investing
#Coffee Futures are on a tear. More in my post here below
#Investing #economy #Finance
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#Investing #economy #Finance
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Andrea Lisi, CFA on LinkedIn: #investing #commoditymarkets #derivatives
Adverse weather conditions in Brazil are pushing coffee futures to the moon.
Arabica coffee prices have surged to a remarkable 27-year high, with the active…
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November 25, 2024 at 11:25 PM
#Coffee Futures are on a tear. More in my post here below
#Investing #economy #Finance
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#Investing #economy #Finance
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On Wednesday, we will get the Core PCE numbers for October.
As I pointed out last month, Cre PCE has stalled well above 2% since May and is slightly rising.
Considering that financial conditions are easing instead of tightening, I would not be surprised if Core PCE tests 3% in 2025!
#Economy
As I pointed out last month, Cre PCE has stalled well above 2% since May and is slightly rising.
Considering that financial conditions are easing instead of tightening, I would not be surprised if Core PCE tests 3% in 2025!
#Economy
November 25, 2024 at 12:16 PM
On Wednesday, we will get the Core PCE numbers for October.
As I pointed out last month, Cre PCE has stalled well above 2% since May and is slightly rising.
Considering that financial conditions are easing instead of tightening, I would not be surprised if Core PCE tests 3% in 2025!
#Economy
As I pointed out last month, Cre PCE has stalled well above 2% since May and is slightly rising.
Considering that financial conditions are easing instead of tightening, I would not be surprised if Core PCE tests 3% in 2025!
#Economy
Corporate Credit has been very popular for the past 24 months.
Here below are my thoughts on this asset class
#Investing #Economy
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Here below are my thoughts on this asset class
#Investing #Economy
www.linkedin.com/posts/andrea...
Andrea Lisi, CFA on LinkedIn: #investing #fixedincome #portfoliomanagement
I frequently receive messages from my followers asking my opinion on Corporate Credit Bonds. I would like to provide my latest thoughts on this asset class at…
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November 24, 2024 at 1:20 PM
Corporate Credit has been very popular for the past 24 months.
Here below are my thoughts on this asset class
#Investing #Economy
www.linkedin.com/posts/andrea...
Here below are my thoughts on this asset class
#Investing #Economy
www.linkedin.com/posts/andrea...
I find the $MTSR story fascinating.
Saylor decided to go all-in on $BTC, and that's how he gained popularity. The company’s original $500 million software business is losing money, and I think it has turned into a leveraged Bitcoin play.
Shareholders seem not to be concerned about it….
Saylor decided to go all-in on $BTC, and that's how he gained popularity. The company’s original $500 million software business is losing money, and I think it has turned into a leveraged Bitcoin play.
Shareholders seem not to be concerned about it….
November 23, 2024 at 2:27 PM
I find the $MTSR story fascinating.
Saylor decided to go all-in on $BTC, and that's how he gained popularity. The company’s original $500 million software business is losing money, and I think it has turned into a leveraged Bitcoin play.
Shareholders seem not to be concerned about it….
Saylor decided to go all-in on $BTC, and that's how he gained popularity. The company’s original $500 million software business is losing money, and I think it has turned into a leveraged Bitcoin play.
Shareholders seem not to be concerned about it….
Keeping a budget is essential during shopping season!
#Investing #Economy
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#Investing #Economy
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Andrea Lisi, CFA on LinkedIn: #investing #economy #interestrates
As I pointed out several times, the US Consumer is the one who will dictate how long this business cycle will grow. Consumption represents 60-70% of GDP, and a…
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November 22, 2024 at 4:49 PM
Keeping a budget is essential during shopping season!
#Investing #Economy
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#Investing #Economy
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The #EURUSD exchange rate is dropping significantly today, a trend that is in line with recent economic data. The HCOB Eurozone Composite PMI, which was expected to maintain a level of 50, fell to 48.1 in November 2024, indicating the sharpest contraction in the bloc's private sector activity.
November 22, 2024 at 12:19 PM
The #EURUSD exchange rate is dropping significantly today, a trend that is in line with recent economic data. The HCOB Eurozone Composite PMI, which was expected to maintain a level of 50, fell to 48.1 in November 2024, indicating the sharpest contraction in the bloc's private sector activity.
#Bitcoin surpassed 97k dollars overnight; it could be a matter of days before it breaches 100k dollars.
Still, I recommend my followers invest in Bitcoin only an amount that they can lose and still sleep well at night.
Bitcoin is the mother of all Ponzi Schemes.
Still, I recommend my followers invest in Bitcoin only an amount that they can lose and still sleep well at night.
Bitcoin is the mother of all Ponzi Schemes.
November 21, 2024 at 12:26 PM
#Bitcoin surpassed 97k dollars overnight; it could be a matter of days before it breaches 100k dollars.
Still, I recommend my followers invest in Bitcoin only an amount that they can lose and still sleep well at night.
Bitcoin is the mother of all Ponzi Schemes.
Still, I recommend my followers invest in Bitcoin only an amount that they can lose and still sleep well at night.
Bitcoin is the mother of all Ponzi Schemes.
In the article below I provide my thoughts on #Nvidia earnings results of today!
#Investing #Stocks #artificialintelligence
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#Investing #Stocks #artificialintelligence
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Andrea Lisi, CFA on LinkedIn: #investing #technology #venturecapital
Today, all eyes will be on NVIDIA's results, and I suspect we will see another improvement on both the top and bottom lines.
That said, market participants…
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November 20, 2024 at 1:13 PM
In the article below I provide my thoughts on #Nvidia earnings results of today!
#Investing #Stocks #artificialintelligence
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#Investing #Stocks #artificialintelligence
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The inception of the #Bitcoin ETFs provided a huge boost to Bitcoin liquidity.
We could hit 100k very soon considering the precarious fiscal position of our country!
We could hit 100k very soon considering the precarious fiscal position of our country!
November 19, 2024 at 8:06 PM
The inception of the #Bitcoin ETFs provided a huge boost to Bitcoin liquidity.
We could hit 100k very soon considering the precarious fiscal position of our country!
We could hit 100k very soon considering the precarious fiscal position of our country!
Do you want to know how #AI is impacting the financial industry?
More on it here below
#Stocks #Investing
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More on it here below
#Stocks #Investing
www.linkedin.com/posts/andrea...
Andrea Lisi, CFA on LinkedIn: #investing #portfoliomanagement #interestrates #economy #finance
The CFA Society Detroit invited me to an exciting event called "AI & the Human Element: The Future of Finance is fast approaching."
Stephanie Aliaga from…
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November 19, 2024 at 2:18 PM
Do you want to know how #AI is impacting the financial industry?
More on it here below
#Stocks #Investing
www.linkedin.com/posts/andrea...
More on it here below
#Stocks #Investing
www.linkedin.com/posts/andrea...