This is maybe the one nice thing about the new GF screen (fwd FCF) but man did they make the UI significantly less friendly
October 9, 2025 at 11:11 PM
This is maybe the one nice thing about the new GF screen (fwd FCF) but man did they make the UI significantly less friendly
Currency for sure but rates largely technical, no? Given what was a 3.87% trough on 10s all of 48 hours ago
April 9, 2025 at 12:09 AM
Currency for sure but rates largely technical, no? Given what was a 3.87% trough on 10s all of 48 hours ago
He is even more underwhelming in person
April 2, 2025 at 12:26 PM
He is even more underwhelming in person
A bit of a start point bias issue here, right? Slightly after GFC bottom
Plus data since 1970 misses similar performance post WW2 if I am not mistaken (need to rerun numbers)
Plus data since 1970 misses similar performance post WW2 if I am not mistaken (need to rerun numbers)
March 17, 2025 at 12:59 AM
A bit of a start point bias issue here, right? Slightly after GFC bottom
Plus data since 1970 misses similar performance post WW2 if I am not mistaken (need to rerun numbers)
Plus data since 1970 misses similar performance post WW2 if I am not mistaken (need to rerun numbers)
I found the EM comments strange
So China and ex India EM both “require 0% EPS growth” to deliver - therefore necessitating return via multiple expansion - yet that multiple expansion would then be expected to occur *absent* any EPS growth?
That feels a bit deus ex machina
So China and ex India EM both “require 0% EPS growth” to deliver - therefore necessitating return via multiple expansion - yet that multiple expansion would then be expected to occur *absent* any EPS growth?
That feels a bit deus ex machina
January 11, 2025 at 3:30 AM
I found the EM comments strange
So China and ex India EM both “require 0% EPS growth” to deliver - therefore necessitating return via multiple expansion - yet that multiple expansion would then be expected to occur *absent* any EPS growth?
That feels a bit deus ex machina
So China and ex India EM both “require 0% EPS growth” to deliver - therefore necessitating return via multiple expansion - yet that multiple expansion would then be expected to occur *absent* any EPS growth?
That feels a bit deus ex machina
Agree on Yellen but Michael Cembalest made some interesting points about an area where she fell wanting am.jpmorgan.com/us/en/asset-...
"Kamilton": the 2024 election and who tells your story
A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and depor...
am.jpmorgan.com
November 19, 2024 at 2:45 AM
Agree on Yellen but Michael Cembalest made some interesting points about an area where she fell wanting am.jpmorgan.com/us/en/asset-...
This will not change until incumbents get fired (due to budget pain)
Circa 10 years from now I would not be surprised if the Swensen/Yale approach has become a third rail
Circa 10 years from now I would not be surprised if the Swensen/Yale approach has become a third rail
November 13, 2024 at 2:50 PM
This will not change until incumbents get fired (due to budget pain)
Circa 10 years from now I would not be surprised if the Swensen/Yale approach has become a third rail
Circa 10 years from now I would not be surprised if the Swensen/Yale approach has become a third rail