Luke Kawa @LJKawa Twitter profile

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Luke Kawa

@LJKawa

6 years

The release of Pokemon Go came very close to top-ticking humanity/Western Civilization

Pokémon GO

@PokemonGoApp

6 years

What an epic two years, Trainers! From the thrill of catching that nearby Pokémon to battling in Gyms with friends, we’ve loved seeing all your journeys evolve throughout the years! As we take a look back at 2018, what was your favorite #PokemonGO memory?

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Last Seen Profiles

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Luke Kawa

@LJKawa

4 years

To the "deaths still falling" crowd: Yes, this is clearly good and better than the alternative. But it's >3 months later and my lungs are still not 100%. Strongly advise setting the bar significantly higher than "not die" here.

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Luke Kawa

@LJKawa

3 years

Please Clapital

Dan Primack

@danprimack

3 years

Inbox: @JebBush raises $350 million for his debut private equity fund.

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Luke Kawa

@LJKawa

4 years

The Fed is out of ammOH MY GOD

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Luke Kawa

@LJKawa

4 years

If the S&P 500 Index closes red, it'll be the biggest gain surrendered since October 17, 2008.

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Luke Kawa

@LJKawa

7 years

Well, he's not allowed to be in a room with her alone, so...

ForexLive

@ForexLive

7 years

On CNBC @EamonJavers reports that VP Mike Pence has interviewed all Fed candidates except Yellen.

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Luke Kawa

@LJKawa

3 years

Last time I saw Sterling fall that dramatically was June 2016.

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Luke Kawa

@LJKawa

7 years

Goldman Sachs warns on what rising real wages could do to profit margins. "We find the prospect...sobering."

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Luke Kawa

@LJKawa

4 years

After a fantastic five years at Bloomberg, I'm excited to start a new chapter at UBS Asset Management next week.

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Luke Kawa

@LJKawa

6 years

Live shot of the Canadian dollar.

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Luke Kawa

@LJKawa

2 years

It's really funny that this is the exact strategy they ended up going with one cycle later

Neel Kashkari

@neelkashkari

10 years

Maybe Fed should just admit: "We will keep rates at zero until inflation is staring us in the face (and then we will freak out)."

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Luke Kawa

@LJKawa

4 years

The Treasury market's fear gauge -- TYVIX, the VIX equivalent for the 10-year note -- is 6.56 standard deviations above its one-year average. That z-score has only been higher once: in July 2007.

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Luke Kawa

@LJKawa

6 years

Xi's everything you want Xi's everything you need Xi's everything inside of you That you wish you could be Xi says all the right things At exactly the right time But Xi means nothing to you And you don't know why

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Luke Kawa

@LJKawa

2 years

Luke used diamond ring! It was super effective! Luke caught @k_chiglinsky ! <3 you forever hunbun

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Luke Kawa

@LJKawa

6 years

Jay-Z's Got 99 Problems and the SEC is One

Bloomberg

@business

6 years

JUST IN: SEC seeks order requiring Jay Z to comply with subpoena

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Luke Kawa

@LJKawa

4 years

The face of a dude who just took down five hot dogs left unattended.

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Luke Kawa

@LJKawa

7 years

. @TheStalwart has a request, guys.

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Luke Kawa

@LJKawa

4 years

Highest dollar volume traded in QQQ since the day Lehman blew up,

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Luke Kawa

@LJKawa

2 years

"You know how they say we only use 10% of our brains? I think we only use 10% of our Bloomberg functions."

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Luke Kawa

@LJKawa

5 years

Jefferies: "It should be noted that virtually all the money that had entered into high yield markets since 2009 was withdrawn over the past eighteen months."

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Luke Kawa

@LJKawa

4 years

Sad for ZH to get the ban after a 3% pullback during the longest bull market in history vindicates everything they've been saying.

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Luke Kawa

@LJKawa

2 years

She meant "send me money" not "hike rates" FFS

Conor Sen

@conorsen

2 years

This line from the piece about Waller talking about a 50bps hike stood out to me — Fed governors, they’re people with families who have opinions about inflation too:

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Luke Kawa

@LJKawa

1 year

Deeply saddened to share the loss of my sister Caroline. Care was an irrepressible force of generosity, talent, and interests. She didn't just fill up spaces; rooms overflowed with her.

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Luke Kawa

@LJKawa

9 months

My little family

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Luke Kawa

@LJKawa

3 years

Oof we hate to see it cc @bennpeifert

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Luke Kawa

@LJKawa

4 years

This is shaping up to be the 274th rally of at least 3% in the S&P 500 since 1928. 136 have come during bull markets, 136 have come during bear markets, and two we don't know about because they happened this week.

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Luke Kawa

@LJKawa

4 years

Not to be melodramatic but did we uh, just witness the worst economic data release in the history of developed economies?

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Luke Kawa

@LJKawa

5 years

Frank Sinatra is your top Wall Street strategist so far this year

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Luke Kawa

@LJKawa

3 years

Team Transitory needs to rebrand as Team That Wants Supply to Go Up, Not Demand to Go Down

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Luke Kawa

@LJKawa

8 years

A Venn diagram on the Buzzfeed/Trump news

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Luke Kawa

@LJKawa

3 years

This always deserves more attention than the "fraud angle" being pushed

Bloomberg Economics

@economics

3 years

At least 9 million Americans thrown out of work by the pandemic didn’t receive any unemployment benefits (via @sdonnan & @readep )

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Luke Kawa

@LJKawa

3 years

I like my meat like I like my credit: Baa

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Luke Kawa

@LJKawa

3 years

. @matt_levine nailed it last year

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Luke Kawa

@LJKawa

4 years

WORST DAY FOR STOCKS + BONDS EVER! (TLT + SPX down by the most since at least Dec 2002, when the former began)

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Luke Kawa

@LJKawa

3 years

The idea that Biden could "change his tone" on US oil production and US oil production would magically go up and gasoline prices down is a sentiment espoused only by those who have not read a single earnings call transcript from any US oil producer this year.

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Luke Kawa

@LJKawa

4 years

This is the smallest drawdown in the S&P 500 that's sparked an inversion of the VIX futures curve since April 21, 2006.

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Luke Kawa

@LJKawa

3 years

This is a good one

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Luke Kawa

@LJKawa

3 years

Many advanced economies, several decades ago

Tara Lachapelle

@taralach

3 years

If Jeff Bezos, Warren Buffett and Jamie Dimon can’t find a way to solve health care together, who can? (w/ @firstadopter ) via @bopinion

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Luke Kawa

@LJKawa

2 years

A two act play

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Luke Kawa

@LJKawa

7 years

Perhaps a prescient call

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Luke Kawa

@LJKawa

4 years

Fed preview: "What's Powell going to say today?" "brrrrrrrrrrrrrrrrrrrrrrrr" "But what if market expectations are BRRRRRRRRRRRRRRRRRRRRRRRRRR?"

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Luke Kawa

@LJKawa

2 years

Just got back from yoga. Teacher kicked off the class by telling us, "The same boiling water that kills the lobster softens the potato." And that, naturally, got me thinking about the Fed... Fed thinks the economy is a lobster, but right now it's a potato.

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Luke Kawa

@LJKawa

4 years

>$34 billion: Looks like Tesla may have set a new record for daily dollar volume traded in a single stock (passing Amazon, which passed Facebook, which passed Apple)

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Luke Kawa

@LJKawa

2 years

Happy birthday to @TheStalwart ! Everyone knows he's a prolific, sharp content creator but not nearly as many people know all the big and little things he's done to help and empower so many folks who've been in his orbit, personally and professionally. Cheers to that guy.

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Luke Kawa

@LJKawa

4 years

Non-finance friend just texted to say he thinks the Fed should've saved its ammo until infection rates accelerate more.

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Luke Kawa

@LJKawa

4 years

10-year Treasury yield is >4 standard deviations below its six-month average, the lowest z-score on record

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Luke Kawa

@LJKawa

5 years

The ever-rising shares of Beyond Meat validate the old investing adage: The market can stay irrational for longer than you can stay soylent.

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Luke Kawa

@LJKawa

4 years

The #1 soft skill/extreme luck you can have career-wise is identifying a way to get a stellar boss to hire you.

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Luke Kawa

@LJKawa

3 years

Plug Power now the biggest stock in the Russell 2000, market cap of $28.2B. At the end of 2019 it had a market cap <$1B.

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Luke Kawa

@LJKawa

3 years

Have heard a lot of people talk about how they took a month off of booze and felt sharper, healthier, more energetic, slept better, etc. Well, to counterbalance those anecdotes, want to share that after a month sans alcohol I feel absolutely none of those things.

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Luke Kawa

@LJKawa

8 years

Trump met with Trudeau today?

Laura Ingraham

@IngrahamAngle

8 years

Hillary gave a snippy speech to tepid applause today. @realDonaldTrump stood side by side with our biggest trading partner.

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Luke Kawa

@LJKawa

3 years

If you start "Lose Yourself" at 1:58:21 pm ET, the first chorus will hit as the Fed statement drops

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Luke Kawa

@LJKawa

4 years

And there it is! *TESLA INTENDS TO OFFER ABOUT $2B OF STOCK

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Luke Kawa

@LJKawa

4 years

You learn a lot about people based on when they start the time series for a chart.

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Luke Kawa

@LJKawa

4 years

Today saw the S&P 500 up >1.5% without IG CDX tightening by at least 1 basis point. The last three times that happened (all in March/April), next day S&P 500 performance was -5.2%, -2.2%, and -1.8%.

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Luke Kawa

@LJKawa

4 years

Does anyone know anything about this company called TLT? Does it supply parts to Tesla or enable intergalactic travel of some sort?

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Luke Kawa

@LJKawa

4 years

Happiness with WFH versus duration of lockdown, charted

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Luke Kawa

@LJKawa

3 years

Imagine thinking this is the greatest blow to Wall St in years.

Glenn Greenwald

@ggreenwald

3 years

Worth considering: there is now a very sizable and well-financed institutional Left that includes Foundation-funded advocacy groups, online media platforms, and even some elected officials. Yet they had nothing to do with the greatest blow in years to Wall St. It came from this:

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Luke Kawa

@LJKawa

2 years

Would be kinda funny if the big inventory problems were concentrated in the heavyweights because their orders were prioritized by suppliers

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Luke Kawa

@LJKawa

4 years

The motto of Robinhood traders: If catching a falling knife doesn't work the first time, that's why you've got two hands.

Joe Weisenthal

@TheStalwart

4 years

Robinhood traders piled into the $USO ETF during oil's historic rout

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Luke Kawa

@LJKawa

4 years

Fun with options: Tesla puts that expire next month with a strike ~40% below the current price are up on a day in which the underlying has risen >20%.

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Luke Kawa

@LJKawa

3 years

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Luke Kawa

@LJKawa

6 years

They should name different glass rooms after different cities/countries and have a tally of how many iPhones they've sold in each place on the glass.

Joe Weisenthal

@TheStalwart

6 years

This is perfect.

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Luke Kawa

@LJKawa

3 years

This ends with Elon owning the Mets and moving Citi Field to Mars.

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Luke Kawa

@LJKawa

4 years

Brian Reynolds: A large California pension has postponed their scheduled quarterly rebalancing. As the CA pensions are the thought leaders in the pension community, we think it is likely that others will either follow along in postponing or reducing anticipated rebalancing

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Luke Kawa

@LJKawa

4 years

I'm just sitting here in the meaty part of the distribution

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Luke Kawa

@LJKawa

3 years

Stock market has been on fire since Trudeau got re-elected.

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Luke Kawa

@LJKawa

3 years

25 year old luke absolutely mean muggin here

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Luke Kawa

@LJKawa

5 years

VIX put/call ratio is at 0.0642!!! 625K calls traded versus 40K puts. That'd be the lowest daily print since October 2007.

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Luke Kawa

@LJKawa

2 years

S&P 500 up 5% on the week, crude oil down 2%, and 2 year Treasury yields at least 10bps lower. Haven't had that combo since April 2001.

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Luke Kawa

@LJKawa

2 years

Ladies and gentlemen, the inflation rotation from core goods to services: *PELOTON TO CUT BIKE AND TREADMILL PRICES, HIKE SUBSCRIPTION FEE h/t @djr8519

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Luke Kawa

@LJKawa

6 years

Wells Fargo quants showed up to work today and were surprised to learn they had a new boss.

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Luke Kawa

@LJKawa

5 years

Frank Sinatra is dead and still the best equity market strategist on the planet

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Luke Kawa

@LJKawa

2 years

Tough decision. Do I vote for the party who nominated Jay Powell for Fed Chair, or the party who renominated Jay Powell for Fed Chair?

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Luke Kawa

@LJKawa

4 years

That magical day when YTD charts and six-month charts are the same thing.

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Luke Kawa

@LJKawa

3 years

The blessed day when 6m charts and ytd charts are the same thing

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Luke Kawa

@LJKawa

4 years

Strong balance sheets underperform weak balance sheets by the most since May 2009 this week #ThanksJerome

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Luke Kawa

@LJKawa

5 years

"A quantum computer can hack the entire Blockchain in a nanosecond" -Haim Israel, BofA

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Luke Kawa

@LJKawa

3 years

Still quite amazing to me that 12-month forward EPS for global stocks rose more over the past two years (when we had a global pandemic) than in the two years before that (when US corporate tax cuts passed)

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Luke Kawa

@LJKawa

6 years

Bitcoin and weed, so many parallels. One is all about unrealistic, reckless rebellion and escapism; definitely something that should be kept away from children. And the other is a Schedule 1 drug.

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Luke Kawa

@LJKawa

3 years

2021 was an absolutely garbage year personally. But professionally I'm feeling quite validated...was quoted by every publication I ever worked at. Feeling grateful for past/current colleagues who've built me up enough to win some battles against impostor syndrome.

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Luke Kawa

@LJKawa

5 years

The S&P 500 hasn't touched its 10-day moving average in 23 sessions, the longest such streak since February-March 1998.

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Luke Kawa

@LJKawa

1 month

Amazon killed Alexa* *as a baby name

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Luke Kawa

@LJKawa

7 years

NARRATOR: Literally, it would not.

Bloomberg

@business

7 years

Bill Gross says a recession would "do the economy some good"

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Luke Kawa

@LJKawa

2 years

Quiet week. S&P 500 off 0.06%.

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Luke Kawa

@LJKawa

4 years

Well this is the shittiest weather alert I've ever gotten

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Luke Kawa

@LJKawa

3 years

This is fairly powerful pushback to "the Fed drives inequality" by directly reversing the chain of causation

Atif Mian

@AtifRMian

3 years

Amir Sufi presenting our new paper on inequality and the interest rate at the Jackson Hole symposium Bottom line: Rise in inequality is a powerful reason for the fall in interest rates, and demographics not as much

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Luke Kawa

@LJKawa

2 years

I think Powell just told me I can't buy a home this cycle

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Luke Kawa

@LJKawa

6 years

Triple Eh*

ForexLive

@ForexLive

6 years

S&P affirms Canada at AAA

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Luke Kawa

@LJKawa

23 days

You can throw a rock from outside any gate at Citi Field and hit a place that has better food than anywhere in London

Anthony DiComo

@AnthonyDiComo

23 days

Steve Cohen: "I love London. I think the food here is fantastic. I think it's better than [the food in] New York."

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Luke Kawa

@LJKawa

3 years

This very much underestimates how many of us were in fraternities.

ʎllǝuuop ʇuǝɹq

@donnelly_brent

3 years

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Luke Kawa

@LJKawa

4 years

Roses are red Rhinos are grey What's the argument for why June won't do something similar to May?

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Luke Kawa

@LJKawa

2 years

Interesting that the Fed's statement leaves them "strongly committed to returning inflation to 2%" while removing the expectation that the labor market would remain strong.

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Luke Kawa

@LJKawa

3 years

The mayo sear remains undefeated

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Luke Kawa

@LJKawa

2 years

Powell basically saying, market right to price what it is, but our tolerance for more upside inflation surprises is ~0.

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Luke Kawa

@LJKawa

3 years

I mean if you can make a good rack of lamb every Sunday why not do it

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Luke Kawa

@LJKawa

2 years

I think I'm officially a Markets Guy now because someone this weekend asked me what my favorite/most trusted news source was and I unironically quickly replied "Price"

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Luke Kawa

@LJKawa

5 years

*GERMANY READY FOR DEFICIT SPENDING IF RECESSION HITS: SPIEGEL or you could like do it before and maybe not have the recession

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Luke Kawa

@LJKawa