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Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing Their macro update & investment plan…

Austin Lieberman x.com

What's Priced Into Markets

David Cervantes pinebrookcap.com

Thumbnail of www-x-com-thestalwart-status-1934640609442054548

This one chart from today's podcast guest Jim Egan. Incredible. The difference between having a ZIRP-era mortgage and not having one. https://t.co/o71SYqgz7s

Joe Weisenthal

x.com

The only chart you need to understand macro economics and personal finance for the next 30 yrs 👇 https://t.co/lAxM1kNsEa

Max Anderson

x.com

When I say sprint, I really mean it! Our second April update is out. We completely revamped our Markets page with 2v10y and the VIX. 📈 https://t.co/L4sxmbZ5pA

T. Costa x.com

The Double Whammy - Above average growth plus an above average P/E Case study - $SCHW https://t.co/aehOP37Pyn

Jason Trice🚢

x.com

https://t.co/HZMZklPfaS

Meb Faber x.com

Michael Hartnett of BofA posted this chart of the S&P 500 price-to-book ratio. This wont tell you when the market will drop but it will tell you what floor you are on when it does. $SPY $QQQ https://t.co/msgRj1lHhL

Grassland

x.com

Tom Lee expects the S&P 500 to hit 5,800 by the end of the year. "I think the end of this year will be a day of reckoning for those who are sitting on cash, earning 5%," he says. https://t.co/K9dua1wxfh

unusual_whales x.com