Unpopular opinion: the consensus CPI call of 4.20% is too high.
CORE 16 has been at 4.07%–4.08% for two days straight while JP Morgan sits at 4.30%.
Contrarian conviction isn't noise — it's where alpha lives. ~3 hours to find out.
#CPI#Inflation#ContraryIndicator#MacroAlpha#CORE16
Worked at Bear when he was there. Told the salesforce/clients “Mexico will not devalue” at the exact same time as the headline scrolls across CNBC “Mexico Devalues” #ContraryIndicator
Jet money idea: start an insurance company that underwrites climate change risk. If any of Al Gore’s predictions are ever right you’ll be long dead before you have to pay out on a claim. Until then it’s nothing but jet fuel/hooker/coke money. #contraryindicator.
Criticize? You're wrong on literally EVERYTHING. i want u to to speak more often so I can more easily determine what is right. Can you get an analyst job at Goldman covering the social media stocks so I can then KNOW it's over and short every last 1 of them? #contraryindicator