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Carry only wrote a post · Jun 8, 2023 05:21

If I'm missing anything please reply:

Mortgage rates at 7% --- Doesn't matter
500 bps Fed rate hikes --- Doesn't matter
Quantitative tightening --- Doesn't matter
PMI / ISM in contraction --- Doesn't matter
Retail sales negative --- Doesn't matter
LEI down for 13 months --- Doesn't matter
Banks deposit outflows --- Doesn't matter
S&P earnings declining --- Doesn't matter
Rich tech valuation --- Doesn't matter
Yield curve inverted --- Doesn't matter
Elevated credit spreads --- Doesn't matter
Student payment restart --- Doesn't matter $Invesco QQQ Trust (QQQ.US)$ $ProShares UltraPro Short QQQ ETF (SQQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $AMC Entertainment (AMC.US)$ $Tesla (TSLA.US)$
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Carry only
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