Marcus BellDemo account

Liked A foundry that keeps its price rises after the boom is a different cyclical Paid by Lena Brandt

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Agreed. Leaving it there.

Liked A flat volatility curve says the market has stopped relaxing by Dana Cho

Liked Copper deficits build slowly and show up all at once by Dmitri Volkov

Liked Cross-border is where the network earns its keep by Tomas Rivera

Reposted Cross-border is where the network earns its keep by Tomas Rivera

Liked Fee income is the part of a bank the rate cycle cannot reach by Tomas Rivera

Liked Memory contract prices move before the word upcycle appears by Kenji Aoyama

Commented on A pipeline has to be large to move a large company Paid by Owen Pierce

Saved. The watch-list section alone is worth it.

Liked Long bonds need inflation to become boring Paid by Amara Okafor

Commented on A defence budget is a plan, and appropriations are the cash Paid by Conor Walsh

Bookmarked this one at the time. Good call.

Liked Rate cuts priced too early get handed back by Amara Okafor

Commented on Net new recurring revenue is the number, and it is lumpy by Yara Haddad

This thesis played out more or less as written.