Matt - You mentioned in your email last night that all the
macros were horrible. Can you point to which ones you're
referencing? Obviously rates, fed balance sheet, inflation
are the big ones, but are there any others that are acting as major
warning signs to you? There are still a fair amount of
positive macros (earnings, unemployment, housing permits etc..) so
would love to hear which ones exactly stand out to you.
shecar - those are all lagging items (turn off CNBC) The
market is a leading indicator of what to expect - thus look at XHB
for housing and IYR for general real estate.
Sorry I was referring to the items you posted (employment, etc)
Many warnings on earnings outlook (guidance) this quarter as
I discussed as something to expect a few months ago.
Matt - You mentioned in
Posted by shecar on 12th of May 2022 at 10:19 am
Matt - You mentioned in your email last night that all the macros were horrible. Can you point to which ones you're referencing? Obviously rates, fed balance sheet, inflation are the big ones, but are there any others that are acting as major warning signs to you? There are still a fair amount of positive macros (earnings, unemployment, housing permits etc..) so would love to hear which ones exactly stand out to you.
shecar - those are all
Posted by steve on 12th of May 2022 at 10:29 am
shecar - those are all lagging items (turn off CNBC) The market is a leading indicator of what to expect - thus look at XHB for housing and IYR for general real estate.
Matt - No CNBC around
Posted by shecar on 12th of May 2022 at 10:55 am
Matt - No CNBC around here. And you never said what you were referring to.
give Steve a call -
Posted by matt on 12th of May 2022 at 10:58 am
give Steve a call - he likes to talk about it - Steve and I should record one of our conversations kind of like a podcast
Sorry I was referring to
Posted by steve on 12th of May 2022 at 10:56 am
Sorry I was referring to the items you posted (employment, etc) Many warnings on earnings outlook (guidance) this quarter as I discussed as something to expect a few months ago.
Posted by rfa300 on 12th of May 2022 at 10:31 am