Understanding cycles lets you rotate before the herd…
Why is Macro important?
Because you will beat the market by 700%
If you understand Business Cycles – and allocate your Funds so that you are invested in Risk Assets when Business Cycles are bottoming, strengthening or strong – and in TLT when Business Cycles roll over – then… pic.twitter.com/k0gOi3Mv9Y
— Henrik Zeberg (@HenrikZeberg) July 10, 2025
$SPY $QQQ a quant would target tomorrow as an awesome day to sell into. You do you. https://t.co/U7Hr9CLNRj
— John Doss CFA, CPA (@JohnDoss1) July 10, 2025
“S&P 500 #dividend #yields are now within just 20 basis points of their all-time low, last reached during the #tech #bubble in 2000.
Prior to 1958, dividend yields were consistently higher than government #bond yields. #Equities were seen as inherently risky—lacking… pic.twitter.com/td51xWyUIz— Lance Roberts (@LanceRoberts) July 11, 2025
“.. we assumed that immigration would grind to a halt but that outright deportations would not pose a material threat .. This view is being challenged ..
The drag on employment “would amount to 117k per month .. this quarter. This then steps up to a monthly loss of 150k in 4Q25… pic.twitter.com/i7qJDGjda8
— Kalani o Māui (@MauiBoyMacro) July 11, 2025
Mike Pence: “I saw Secretary Bessent speaking very glowingly about the projection of $300B in tariffs revenue this year. Well, tariffs are a tax. American importers, businesses, and ultimately consumers end up paying all of that”pic.twitter.com/XBCwuyFJvw
— Republicans against Trump (@RpsAgainstTrump) July 10, 2025
BREAKING: President Trump plans to impose blanket tariffs of 15 – 20%
— Financelot (@FinanceLancelot) July 11, 2025
