Cullen Roche, Discover and Read the Best of Twitter Threads by @cullenroche

Cullen Roche

cullenroche

This goes one of two ways IMO:1) virus goes away faster than expected, inflation will be higher than expected. 2) virus kicks our ass again this Fall, massive defaults and

Lots of people out there being like "kill the equity, save the workers, it'll be so easy!"That's not how it works guys. First, as they fight to survive they'll fire

Monthly reminder how Permabears work:Step 1: Call the market a bubble every year. Step 2: Declare victory when the market goes down.https://twitter.com/cullenroche/status/1249858738552373249 The absolute weirdest part of the financial industry

During times like these it's nice to go back to first principles and better understand how things work so we can understand why/how we navigate financial problems. The 2008/9 crisis

This will draw a lot of ire, but I don't understand the hatred of these Fed programs. They're just trying to help entities, *most of whom* did nothing irresponsible or

Gas still $3 in California. This is bull shit. Can't wait for gas stations to all go away. They'll be one of those mythical soundng things we tell our kids