Tweets
A very interesting piece by AQR supporting the case for EMs and especially EM Value. Also a separate section on the Chinese case.
cc @CliffordAsness
Below are the key quotes and a link to the paper 📝👇🏼
@BPPjournal will be fully open access from next month - without charging direct author fees: https://www.cambridge.org/core/journals/behavioural-public-policy
THE RULE OF LAW (what it is, what it isn't). @adamliptak @WilliamBaude @StephenESachs
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4405238
Next year, the @LSEnews Hayek Programme - @LSESocialPolicy monthly BPP virtual seminars will be led by @CassSunstein, Lucia Reisch, @JoanCostaiFont, Paul Frijters etc. Join the @ibppa to be part of this seminar group: https://www.cambridge.org/core/membership/ibppa
WEBCAST | The Mother of All Bubbles Is Popping [PART 2] https://app.hedgeye.com/insights/131370-webcast-the-mother-of-all-bubbles-is-popping-part-2?type=macro%2Cmarket-insights via @hedgeye
The red line on the chart triggers them. The red circles sucked them in, every time...
@KeithMcCullough Love it when the macro tourist permabulls get loud and obnoxious. Direct correlation with the red circles on the chart. Any thoughts on starting a “hate Keith” meter? I would pay big bucks for it!
#quad4
So you have no track record calling bear markets, but you know things. Very cool
@KeithMcCullough My record.
I knew it was time for buying the dips when Mr.Burry said "sell" or Nassim Taleb was expecting worse crush than 1929.
Anway, that's a megaphone pattern with a re-test and looks quite bullish to me.
There'll be corrections but it'll go higher.
https://twitter.com/prideveteran1/status/1641645503682052103?s=20
TA crowd up in arms because @KeithMcCullough drew a line that didn't connect all peaks.
He has a different process. Would bet his track record beats a backtest of steep diagonal line breaks. https://twitter.com/prideveteran1/status/1642487728561324032
@KeithMcCullough With all due respect,
needs to be like black arrow..
Perfect bull set-up with a confirmation..
The best Hedge Funds in the world follow those coaching notes like hawks
@MF_Schultz @rudolf2731961 @KeithMcCullough Chirpers on twitter constantly knock the return % per RTA, because these are the fomo chasing crowd that live from “call” to call, seeking ridiculous %s that are unsustainable instead of focusing on a process that creates outsized returns over the long term
Top of the risk mgt morn to you, Angel Bolanos. You're a "scalp/swing trader" eh?
@KeithMcCullough Looks like w downtrend break with a retest and very bullish. Keith will disapear very soon.