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Helene Meisler

@hmeisler.bsky.social

8.4K followers 190 following 5.2K posts

I write a daily column for https://pro.thestreet.com/author/helene-meisler on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.

pro.thestreet.com

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Helene Meisler @hmeisler.bsky.social · Nov 11

Nothing like price to change sentiment.

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Helene Meisler @hmeisler.bsky.social · 14h

3 years

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Helene Meisler @hmeisler.bsky.social · 19h

what do you think is the takeaway/reasoning on this?

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Helene Meisler @hmeisler.bsky.social · 20h

20 bil in argentine pesos. now they can sell more beans to china.

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Helene Meisler @hmeisler.bsky.social · 21h

completing the h/s top

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Helene Meisler @hmeisler.bsky.social · 21h

it's beans and coconut milk.

Helene Meisler @hmeisler.bsky.social · 22h

This is really good and easy to make

epicurious.com/recipes/food...

Chickpeas in Coconut Sauce

Scoop up these warmly spiced chickpeas with any flatbread or spoon them onto rice.

epicurious.com

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Helene Meisler @hmeisler.bsky.social · 22h

they are mag 7 folks and mags haven't been enjoying the ride

Helene Meisler @hmeisler.bsky.social · 22h

NAAIM Exposure up a smidge to 84

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Helene Meisler @hmeisler.bsky.social · 1d

DXY peeking over my (very thick) line.
squint hard.

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Helene Meisler @hmeisler.bsky.social · 1d

ncaa uses ticketmaster

Helene Meisler @hmeisler.bsky.social · 1d

Tickets secured for March Madness.

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Helene Meisler @hmeisler.bsky.social · 1d

been a stock pickers market

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Helene Meisler @hmeisler.bsky.social · 1d

AAII folks are not loaded up on gold. This surprises me.

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Helene Meisler @hmeisler.bsky.social · 1d

AAII folks getting a bit frisky. Bulls highest since December

Bulls 45.9% (+3)
Bears 35.6% (-3.5)

Notice the 4 wk ma of bears is now falling.

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Helene Meisler @hmeisler.bsky.social · 1d

Lowest close for the Bank Index since late August

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Helene Meisler @hmeisler.bsky.social · 1d

15 minutes in and Fast Money is still talking about metals.

Note: they usually spend this much time chatting AAPL or NVDA, etc. not metals.

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Helene Meisler @hmeisler.bsky.social · 1d

cc @conorsen.bsky.social

Kevin @acrossthecurve.bsky.social · 1d

The Canary in the private credit coal mine

Metro North @metronorthcapital.bsky.social · 1d

That’s not quite how I would categorize the reporting.

Helene Meisler @hmeisler.bsky.social · 1d

And what was Gulf of America?

Helene Meisler @hmeisler.bsky.social · 1d

This from Liz Ann Sonders is interesting.

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Helene Meisler @hmeisler.bsky.social · 1d

well heck Tuffy, you met me!

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Helene Meisler @hmeisler.bsky.social · 1d

It name is missing an L in today's market but filled the gap and bounced from support.

Helene Meisler @hmeisler.bsky.social · 1d

All the metals going berserk today and DXY flirting with that line.

Gotta love markets

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Helene Meisler @hmeisler.bsky.social · 1d

I see T-MEC and I think of TMX which you are probably too young to remember.

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Helene Meisler @hmeisler.bsky.social · 2d

When I lived in Asia there was a book someone published to show all the relationships between the various companies. They all had pretty much the same ownership or partial ownership & did biz with each other.
That's what this feels like.

Sam Ro @tker.co · 2d

AI Ecosystem Capital Flows - Morgan Stanley

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