Jurrien Timmer, Discover and Read the Best of Twitter Threads by @TimmerFidelity

Jurrien Timmer

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If we have reached “peak reopening,” it wouldn’t surprise me if the equity bull market takes a breather soon. It isn’t my base case, and a 10-15% correction wouldn’t derail

It was four months ago that I first wrote about bitcoin, and a lot has happened (and a lot has been learned) since then. So here is a refresh of

A secular fork in the road: Here, the secular bear mkts & secular bull mkts interspersed. It’s my thesis that we’re in a secular bull mkt which, at 11 years

Another #tech bubble? There’s a lot of talk about the FANG mega-cap #growth companies leading the market, just like 2000. The #tech companies’ narrow leadership of the #SPX is a

(THREAD) Could the huge rally since March 23 be just a bear market rally? And how would we know? Let’s take a look at history—and some charts. #SP500 #SPX #stockmarket

(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why. 2/ This shows the Shiller CAPE, or

(THREAD) What can we learn about the Japanese experiment with negative rates and #debt monetization? It’s an important Q because demographically the US is about 15 years behind #Japan. I’m