Peter Garnry
Head of Equity Strategy
- @petergarnry
RT @BradHuston: 50% of consumers didn't get a raise in 2019. 69% have less than $1,000 in savings. Avg. household carries over $8k in credi…
- @petergarnry
Engaging conversation with @johnjhardy on our Outrageous Predictions for 2020 and the readers' input. May 2020 be a… https://t.co/P2SlNACUWx
- @petergarnry
@Bigeberg Yes, transporting bottled water across the planet, given all the problems we haven't solved yet, is just insanity...
- @petergarnry
With 2019 being a major surprise in terms of market developments what can we expect for 2020? https://t.co/bYsq2QMgrQ
- @petergarnry
@MikaelSarwe Financial conditions. FedEx has some idiosyncratic drivers in this cycle that dilutes it signal value...
- @petergarnry
RT @johnjhardy: Today's Market Call podcast, discussing whether we are inside the fat tail on risk appetite, commodities, sterling and more…
- @petergarnry
With elevated US debt levels the Fed has to control rates. With increasing supply of Treasuries due to fiscal defic… https://t.co/BUoacPFtar
- @petergarnry
Finally some quality assessment of the NIPA vs S&P 500 GAAP earnings gap that people have freaking out about... https://t.co/guAMg32OG2
- @petergarnry
RT @johnjhardy: Hosting my latest interactive FX Update in about an hour - sign up to join here: https://t.co/uVnx0TPL6k Just updating our…
- @petergarnry
It's important note something crucial here. On the surface markets will look more efficient over time based on mark… https://t.co/oivTqYMYJJ
- @petergarnry
The final solution is to do what people did before the financial industry circus started in the 1960s. That is to i… https://t.co/tKUcYgEu2J
- @petergarnry
The only sensible approach where you have a chance as a human is by playing the game in the low frequency domain. T… https://t.co/8Y7MipyC7U
- @petergarnry
But also the reason why you constantly hear the phrases "I don't understand this market", "this market is wrong", "… https://t.co/ePpLPP2Zrw
- @petergarnry
P ≠ NP and thus logic predicts that financial markets should get less and less efficient over time. But the ineffic… https://t.co/7nVJCIyqcP
- @petergarnry
RT @johnjhardy: Today's Market Call podcast in which we, among other things discuss whether equity melt-up is getting a bit parabolic and n…
- @petergarnry
No crisis in Singapore. Is massive container throughput and exports to the US just transshipment to avoid tariffs o… https://t.co/HGUKq8CyNa
- @petergarnry
RT @johnjhardy: A rising federal budget deficit is making it more difficult for the Fed to manage rates, as volatility in the repo market h…
- @petergarnry
RT @johnjhardy: Today's Market Call podcast, with extra focus on the US-China trade deal and whether the numbers and the market reaction ad…
- @petergarnry
RT @TN: S&P 500 is very top heavy again: top five stocks (Apple, Microsoft, Google, Facebook & Amazon) at 16.5% - the most weight since 199…
- @petergarnry
I would as far as saying that many startups use AI disguised of simple models to intentionally defraud investors of… https://t.co/sDuBERknwp
- @petergarnry
UK election shows that the radical/far left doesn't hold a chance in realpolitik. Spells trouble for E. Warren's bi… https://t.co/zTMEdfLIA2
- @petergarnry
@AndreasSteno @MikaelSarwe S&P 500 market cap / GDP ratio doesn't reject the unit root test, so zero inference can… https://t.co/YCcxrhTyGK
- @petergarnry
@BeingHorizontal Might work (but I'm skeptical) on an inefficient market such as crypto, but never in the real arena of financial markets.
- @petergarnry
Like the Roman emperors BoJo has figured out that it's better to spend, and spend hard, to get voters and stay in p… https://t.co/IWADvWmy6a
- @petergarnry
Now that the UK Conservatives are the "new labour party" and don't believe in austerity and cheap labour immigratio… https://t.co/wrYuoKsAMU
- @petergarnry
@0ptionsRookie @NorthmanTrader @netfilx Netflix's content algorithms will continue suggest production of the same t… https://t.co/NLUS8A8Bi7
- @petergarnry
@AndreasSteno We have been doing that for 10 years...I think we can take a year more :) but you are right in that w… https://t.co/iYwp54Y8Eo
- @petergarnry
Discussing the flurry of events with @johnjhardy and @Ole_S_Hansen and how we see it impacting markets... https://t.co/Fuf25JyTfy
- @petergarnry
Maximum support for equities: 1) massive Fed Jan repo, 2) clearance on Brexit, 3) trade deal, 4) OECD indicators sh… https://t.co/egf6lTvpoF
- @petergarnry
RT @Ole_S_Hansen: $50 billion!!! Over what time period? #grains #oil #commodities https://t.co/Ilbbhga86G
- @petergarnry
RT @NorthmanTrader: I scanned @netfilx for a show to watch last night. Tons of content, but couldn’t find anything of interest. Quantity do…
- @petergarnry
RT @johnjhardy: Today's Market Call podcast, talking #FOMC meeting this evening and much more: https://t.co/6Odc33lp5j Today with @Ole_S_…
- @petergarnry
RT @johnjhardy: Finally we test what the market is really trading on.... https://t.co/fBC5w7sAgp
- @petergarnry
RT @johnjhardy: UK election: it is hard to trade consensus outcomes - thoughts about #Brexit and sterling and UK assets over this Thursday'…
- @petergarnry
Eurozone expectations for economic growth jumps to highest level since March 2018...green shoots?
- @petergarnry
Judging from the reaction function the futures market did not anticipate how investors in the cash market would rea… https://t.co/vYwKOgRu63
- @petergarnry
Okay here is the likely trigger. German is moving closer to a financial transaction tax... https://t.co/73LZAsXQD6
- @petergarnry
Are we just witnessing cVaR triggers being put to action in European session? Big move in DAX futures given our low… https://t.co/tz2u2SA4IH
- @petergarnry
@Bigeberg Exactly. That's also why we say that the OECD data point comes with a lot of uncertainty. Macro is very m… https://t.co/f2b5S90fhN
- @petergarnry
Market Call podcast is out discussing a wide ranging issues from OECD leading indicators, stronger copper, short sq… https://t.co/2pZ2GctyWU
- @petergarnry
OECD's global leading indicators (CLI) suggest October was a turning point. Still high uncertainty and could be adj… https://t.co/MTLMCGRH8Q
The Swedish rate experiment; miners are not buying the “rebound” trade
Peter Garnry
Head of Equity Strategy
Stronghold EUR: Up 0.7% in November driven by strong equity markets
Peter Garnry
Head of Equity Strategy
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