John Tidd Kimball (@HMgmt1999) / X

John Tidd Kimball

3,051 posts

John Tidd Kimball

@HMgmt1999

CIO at Hamco AM SGIIC. Still learning Global Deep Value since 1999. Sharing what we are seeing. Not investment advice.

Joined October 2018

Pinned
John Tidd Kimball
@HMgmt1999
Jan 10
Deflation fading in China. More signs the non-recession is ending after 3 years of weakness.
John Tidd Kimball
@HMgmt1999
Jul 16
Nasdaq 100...hmmm
John Tidd Kimball
@HMgmt1999
Jul 6
Indonesian equity sell-offs and rebounds in Euros are impressive. Is the sell-off over? will the rebound be impressive this time?
John Tidd Kimball
@HMgmt1999
Jul 6
But lots of signs employment is improving also.
John Tidd Kimball
@HMgmt1999
Jul 6
US household employment survey diverging from Non-Farm Payrolls.
John Tidd Kimball
@HMgmt1999
Jul 6
US household employment survey diverging from Non-Farm Payrolls.

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