Great points guys, I did not get the bottom (nobody can imho) and if I did luck was a big role in it. Cuts certainty was priced before also 2 times or so, hence was too early then if the comparison is the actual bottom :). My realistic focus is to get things directionally right, precise level are impossible. Cheers all! :)
Three factor to be consider on Finance/Investment:1.Direction2.Magnitude/Percentage Change3.Timing. Nobody have any chance to control these three factors at the same time even for the GOAT
Another jam packed report, thanks again! Loved the chart showing how low delinquency rates are relative to history. That's good news as we start to embark on a rate cutting cycle that will only help.
Great stuff as usual, thank you! So much insight in such a small space, that is a rare skill in research from my quite vast experience. The visuals do indeed say 10,000 words. Have a great summer too!
Substack is naturally picky which publications they select and feature, then subscribers don't show up because they got nothing else to to do, or do not have other options.
Quality not quantity, no hype, no clickbait, no BS, but great visuals and overall quality for insights! Keep it rocking like this man!
Thank you for all the value and market insight.
Thanks. TLT/EDV/TMF it's a bit late now.
rationale for late? thanks
The bottom was when “rates were flat” and anybody was buying stocks. Now “anybody knows” that the first cut will be in September.
For sure, it's still available for price gain and will be available during each 0.25 rate cut, but we will not see the bottom anymore.
Got it, indeed. Just fyi Mav did point it out previously also quite a few times, check May edition for example, chart 21 when TLT was at 91
https://maverickequityresearch.substack.com/p/maverick-charts-and-markets-may-2024
Ok, thx
Great points guys, I did not get the bottom (nobody can imho) and if I did luck was a big role in it. Cuts certainty was priced before also 2 times or so, hence was too early then if the comparison is the actual bottom :). My realistic focus is to get things directionally right, precise level are impossible. Cheers all! :)
Three factor to be consider on Finance/Investment:1.Direction2.Magnitude/Percentage Change3.Timing. Nobody have any chance to control these three factors at the same time even for the GOAT
Thank you !
Thank you, appreciate it!
Thanks Mav!
Another jam packed report, thanks again! Loved the chart showing how low delinquency rates are relative to history. That's good news as we start to embark on a rate cutting cycle that will only help.
thank you excelent
Great stuff as usual, thank you! So much insight in such a small space, that is a rare skill in research from my quite vast experience. The visuals do indeed say 10,000 words. Have a great summer too!
Mav the man, fully deserved!
Substack is naturally picky which publications they select and feature, then subscribers don't show up because they got nothing else to to do, or do not have other options.
Quality not quantity, no hype, no clickbait, no BS, but great visuals and overall quality for insights! Keep it rocking like this man!
Thanks for all!
danke!
gerne!
"T-bill & Chill" - I love it!
glad TWI ;)
I wouldn't buy stocks until the Federal Reserve's September 17 meeting
Nice content
glad to hear, thank you, cheers!
Congratulations on your Substack growth!
🥳🥳🥳 wonderful article on the market!
Thank you Charlotte! 10,000 around the corner, 15,000 the next bus stop :). Have a great day!
thanks man, very good!