Helene Meisler
@hmeisler.bsky.social
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.
What strikes me is how often it occured prior to 2005.
Luke Kawa@ljkawa.bsky.social · 9h agoS&P 500 +1.5% with VIX Index +0.5pts for the first time since July 15, 2009
A coin toss. But will it be a Trump Gold Coin???
FinTwitter@fintwitter.bsky.social · 6h agoGULF OFFICIAL SEES 50:50 CHANCE OF US-IRAN DEAL BY FRIDAY - CNN
Yesterday's Equity put/call ratio: .46 Index put/call ratio: .77. Both lowest since May. SMPT
Bay Area friends: would you consider opening your home to these two cuddly cats? A friend found them behind a gas station. Their sibling, a black cat, got adopted, but it appears no one likes orange cats. They are being kept in a bathroom for the time being and need a home.
derek guy@dieworkwear.bsky.social · 4w agoA friend of mine found these three kittens behind a Bay Area gas station. They are tame, vaccinated, and incredibly affectionate. Unfortunately, she's unable to keep them and I'm trying to find them a home. They are at risk of going to a shelter. Bay Area people, are you open to adopting?
Book reco. Even if you know the story, it's a good read. www.amazon.com/How-Rule-Wor...
Good chart but what intern doesn't know to add space at the end of the chart so the data doesn't become part of the border? Pet peeve of mine.
Carl Quintanilla@carlquintanilla.bsky.social · yesterdayGS DESK: “.. overall book gross leverage [saw] its second largest monthly decline in the history of our data set last month (only behind July ’25). Bottom line: Strong fundamentals (stellar Q2 earnings) + cleaner positioning means this move higher at the index level has legs.”
Good Morning to the Semi Bulls. Might you please get SMH over the line? TYIA
SPX green 3 straight days. Naz too. Neither has gone to 4 in two months.
Add Timmy to the list of semi fans (a week ago he was not a fan). My pinned tweet is getting such a workout.
Remember the h/s top in tech from a week ago? Don't worry, neither do the folks who carried on about it.
Even Aswath likes semis now. Where the F were these clowns a week ago? Under their desks!
Adam Parker, who in early june loved semis but a week ago, did not like semis. A week ago he liked energy. Today he likes semis. SMPT
Did I miss something? Do we have a deal? Is the war over?
Carl Quintanilla@carlquintanilla.bsky.social · 2d ago#ClipNSave ✂️
The results are in and folks lean ever so slightly to the positive side for the first time in three weeks. Thank you so much for participating!
So fewer Fed meetings. Less corporate reporting (from quarterly to 2x/yr). I thought this was the most transparent administration. More like, what else can we hide.
Congrats to those who voted UP in last weekend's poll. Just got there a minute or two ago.
Meanwhile the S&P is gonna close the month where it started the month. And where it has been since mid May. 7500.
