Ram Ahluwalia, higher for longer crypto CFA(@ramahluwalia) 's Twitter Profile Photo

Nice chart from PIMCO showing the performance of the S&P and Treasuries under a range of scenarios

3 out of the 4 scenarios are positive for both asset classes.

The high risk scenario is where there is a recession and the Fed does not pivot

Nice chart from PIMCO showing the performance of the S&P and Treasuries under a range of scenarios

3 out of  the 4 scenarios are positive for both asset classes. 

The high risk scenario is where there is a recession and the Fed does not pivot
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VanEck(@vaneck_us) 's Twitter Profile Photo

The Moat Index is fueled by Morningstar’s forward-looking, rigorous equity research process, driven by over 100 analysts globally. All of Morningstar’s […]

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Nick(@Nicholas_Meyers) 's Twitter Profile Photo

Nomadic Samuel Levi 🧢 HML_Compounder Trending Value game-book-life tola (⚡️,⚡️) embracethetrade Corey Hoffstein 🏴‍☠️ The PIMCO CEFs can be interesting. Great manager, but they trade way above NAV, and income seeking investors flood into them without fully understanding they are levered credit. They puke during crises, and you can sometimes snap them up below NAV during panics (2018 and 2020).

@nomadicsammy @Levi__Adams @HML_Compounder @TrendingValue @game_book_life @tola2252 @embracethetrad1 @choffstein The PIMCO CEFs can be interesting. Great manager, but they trade way above NAV, and income seeking investors flood into them without fully understanding they are levered credit. They puke during crises, and you can sometimes snap them up below NAV during panics (2018 and 2020).
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Tyrell Corporation Operations Division.(@tyrellcorp_ops) 's Twitter Profile Photo

What are UK PMs/political elites doing now?

Gordon Brown → Pimco
Tony Blair→JPMorgan
Alastair Darling → Morgan Stanley
Peter Mandelson → Lazards
William Hague → Citi
Mervyn King → Citi
George Osborne → Blackrock

Get it?

What are UK PMs/political elites doing now?

Gordon Brown → Pimco
Tony Blair→JPMorgan
Alastair Darling → Morgan Stanley
Peter Mandelson → Lazards
William Hague → Citi
Mervyn King → Citi
George Osborne → Blackrock

Get it?
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Mohamed A. El-Erian(@elerianm) 's Twitter Profile Photo

Note this 6% plus depreciation in ’s currency.
Among the various explanations being put forward, there is one simple fact:
With dwindling Internatinal reserves, there was always going to be a limit to how many things the authorities could stabilize using this single tool.…

Note this 6% plus depreciation in #Turkey’s currency.
Among the various explanations being put forward, there is one simple fact:
With dwindling Internatinal reserves, there was always going to be a limit to how many things the authorities could stabilize using this single tool.…
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Dividend Master(@DividendMaster) 's Twitter Profile Photo

PIMCO's CIO IVASCYN : but high quality short maturiity bonds , GSE mbs . Senior secured loans and private credit face challenges

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Collin La Mey(@collam1020) 's Twitter Profile Photo

Bloomberg Bloomberg Markets : Abigail Doolittle : Inform Romaine Bostick that The @Pimco CEO is incorrect that will be tight for capital. The banks are flushed with liquidity at The Federal Reserve & are trying to flush the system but it won't work!!

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