Peter K Reilly, Discover and Read the Best of Twitter Threads by @PeterKReilly

Peter K Reilly

PeterKReilly

1/With the NIPA GDP release this AM came 1st cut of 1Q corporate profits. This series showed a substantial sequential decline which in my model logic moves my allocation to

1/As we progress through the COVID19 pandemic and we get enough information to speculate what the world looks like moving forward I find myself growing increasingly bearish on the economy

1/I wanted to share a story of how humanity can shine through in a capitalistic system, my very close friend is a teacher (a lawyer as well). A few years