Analysts lowering earnings forecasts right before companies report, then calling it a ‘beat’ when they come in just above those lowered expectations is a game that’s been played forever. 👇🏼
Focus on Sales and Revenue numbers instead of EPS. Those are harder to manipulate. pic.twitter.com/paXI8qZa4d
— Kalani o Māui (@MauiBoyMacro) April 21, 2025
Reminder. In 2008 rallies were repeatedly sold off.
Stop buying the dip lol pic.twitter.com/rmpT9HgfwG
— QE Infinity (@StealthQE4) April 21, 2025
It looks like the Yield curve can steepen considerably further. pic.twitter.com/G1Oxgh9nUz
— Michael J. Kramer (@MichaelMOTTCM) April 21, 2025
Here’s a summary of the “collapsing” treasury market
10y yields and 2y yields 👇
Doesn’t exactly fit the narrative does it? pic.twitter.com/AbwYb9ZWSX
— George Gammon (@GeorgeGammon) April 21, 2025
Long-term bond yields are blowing out again pic.twitter.com/aSukz2nAJ8
— Joe Weisenthal (@TheStalwart) April 21, 2025