Isabelle Lee @isabelletanlee Twitter profile

Last Seen Profiles

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@recordtvoficial

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@zynab1992zozo

Isabelle Lee

@isabelletanlee

3 years

Fundstrat's Tom Lee explains why he's doubling down on bitcoin after Elon Musk's surprising reversal - and increasing his price target to $125,000 ⁦ @fundstrat ⁩

Fundstrat's Tom Lee explains why he's doubling down on bitcoin after Elon Musk's surprising...

"I don't think it's going to get people negative on bitcoin, but it is going to get people to focus on the problems that are being created by digital assets."

markets.businessinsider.com

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Isabelle Lee

@isabelletanlee

3 years

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Isabelle Lee

@isabelletanlee

3 years

Today is my last day at Insider. Grateful to my editors and colleagues for helping me grow. It was a fantastic run. Thrilled to share I will be joining Bloomberg’s cross asset team where I will continue to cover diff asset classes from equities to crypto. I will start next week.

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Isabelle Lee

@isabelletanlee

4 years

Happy to share that I will be joining @BusinessInsider as a markets reporter. Today is my first day! Grateful to those who helped make this happen. 1/2

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Isabelle Lee

@isabelletanlee

3 years

So proud. The Philippines’ first Nobel Peace Prize Winner is a woman and a journalist. Thank you @mariaressa for your courage and your conviction. #HoldTheLine

Rappler

@rapplerdotcom

3 years

BREAKING. Rappler CEO Maria Ressa is among the winners of the 2021 Nobel Peace Prize. Ressa is the first woman in this year's roster of laureates. #NobelPrize

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Isabelle Lee

@isabelletanlee

1 year

Did it even happen if I don’t post it here? Dropped by city hall last week 🤍 photos by @martsromero

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Isabelle Lee

@isabelletanlee

10 months

Snaps from our indian wedding ✨

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Isabelle Lee

@isabelletanlee

4 years

When reporting involves eating. 🤤😍 Sharing my first story for QuickTake! Missed being out on the field:)

Bloomberg Originals

@bbgoriginals

4 years

Owners of New York Filipino pop-up Lamon Lagok had been looking for a home to serve their customers. Then the pandemic hit. By partnering with existing restaurants and operating when they'd otherwise be closed, this crew is able to serve their customers and share their success

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Isabelle Lee

@isabelletanlee

2 years

This short seller @RagingVentures warned his Twitter followers about SVB's balance-sheet issues for almost two months before the parent of Silicon Valley Bank blew up. With @Reganonymous via @markets

SVB’s Balance-Sheet Time Bomb Was ‘Sitting in Plain Sight,’ Short Seller Says

The problems that triggered SVB Financial Group Inc.’s death spiral were hiding in plain sight in the firm’s earnings reports.

www.bloomberg.com

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Isabelle Lee

@isabelletanlee

2 years

The SEC this week rejected Sprott Physical Uranium Trust's bid to become the first such fund to trade on U.S. exchanges, but investors remain excited about all things uranium @emily_graffeo via @markets

Uranium Draws Investors as SEC Rejects Sprott U.S. Fund (1)

Commodities investors see uranium as a rising star, a material needed for nuclear power in a world moving away from fossil fuels. For the U.S. Securities and Exchange Commission, investing in it is...

www.bloomberg.com

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Isabelle Lee

@isabelletanlee

4 years

More than 10 years for the Philippines, according to this model😥

John Fraher

@johnfraher

4 years

💉Vaccine Tracker Update-March 20 Time to 75% vaccination at current rate 🇮🇱 Israel 2 months 🇨🇱 Chile 2 months 🇦🇪 UAE 3 months 🇬🇧 UK 5 months 🇺🇸 US 5 months 🇪🇺 EU 18 months 🇧🇷 Brazil 2.2 yrs 🇮🇳 India 2.9 yrs 🇷🇺 Russia 5.8 yrs 🇨🇳 China 5.8 yrs @business

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Isabelle Lee

@isabelletanlee

2 years

Bloomberg pantry turned into winter wonderland ❄️ this week. Some faves:

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Isabelle Lee

@isabelletanlee

4 years

Here is a glimpse of the reality Filipino students face each day. With poor internet infrastructure, many are left behind despite the mighty efforts of valiant teachers and parents. via @technology

Schools Teach by Text Message as Covid Widens Philippine Digital Divide

On March 10, when Philippine schools shut to slow the spread of Covid-19, April Garcia’s job was upended.

www.bloomberg.com

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Isabelle Lee

@isabelletanlee

2 years

Chatted crypto on Bloomberg TV today📺

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Isabelle Lee

@isabelletanlee

10 months

And I’m done with the work year! It’s been fun. Flying to Asia to welcome 2024✨

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Isabelle Lee

@isabelletanlee

4 years

Went live on @BNNBloomberg earlier today to discuss the rise of fake news on Amazon. Eeepp! Thankful for the opportunity!!

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Isabelle Lee

@isabelletanlee

4 years

A heartening milestone for the country’s biggest network which was shut down by the Philippine government earlier this year. The closure of ABS-CBN exacerbated information gaps in many remote provinces amidst a global pandemic.

ABS-CBN News

@ABSCBNNews

4 years

LOOK: ABS-CBN News YouTube channel just received the Diamond Creator award for reaching 10 million subscribers. | via @mjfelipe

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Isabelle Lee

@isabelletanlee

2 months

What a turnaround. The massive meltdown that blew up with little warning last week is now all but a blip on long-term price charts. Bulls are back, pushing markets to their biggest weekly cross-asset rally this year @denitsa_tsekova

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Isabelle Lee

@isabelletanlee

2 years

Thankful to be back with family in warm, sunny weather #boracay #again

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Isabelle Lee

@isabelletanlee

3 years

hopes to offer crypto derivatives trading in less than a year. Here's my chat with company president @Brett_FTXUS

Markets Insider

@MktsInsider

3 years

The US president of the world's 2nd-largest bitcoin exchange says the firm aims to offer crypto-derivative trading within a year

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Isabelle Lee

@isabelletanlee

2 years

@quakes99 @Sprott Thank you for sharing your insights!! They informed the piece.

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Isabelle Lee

@isabelletanlee

4 years

My first for @businessinsider

Business Insider

@BusinessInsider

4 years

Robinhood raises additional $2.4 billion as app continues to deal with Reddit-trader frenzy

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Isabelle Lee

@isabelletanlee

11 months

Good morning! It’s Monday on this side of the world

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Isabelle Lee

@isabelletanlee

2 years

There’s been one trend that has held true ever since the GFC: US equities just keep beating the rest of the world without fail. Nothing—not surging inflation, a credit downgrade, fears of recession or even a once-in-a-century global pandemic—can stop it. @johnauthers

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Isabelle Lee

@isabelletanlee

7 months

Great chart here -- Bitcoin surges to record above $69,000

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Isabelle Lee

@isabelletanlee

2 years

Wrote about the depreciation of the Philippine peso -- impacted by the strengthening dollar -- and how it impacts the average Filipino. Learned more about our economy in this exercise. More here + insights on Xi Jinping and Rishi Sunak from @johnauthers

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Isabelle Lee

@isabelletanlee

3 years

Had the pleasure of speaking with Tom Lee of @fundstrat and Francisco Blanch of @BankofAmerica for this feature piece. Read to know more about how they started their crypto research

Meet the 11 crypto masterminds at Wall Street firms like JPMorgan, Bank of America, and Morgan...

These crypto geniuses detailed to us their paths to becoming industry experts, and shared their investment advice for the next boom or crash.

www.businessinsider.com

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Isabelle Lee

@isabelletanlee

9 months

I have two more days working with @johnauthers ! Sad to be parting ways but John has encouraged me to ~shine solo. Will miss our daily grind together

Bearded Miguel

@beardedmiguel

9 months

I read this whole Authers piece in his voice and then got to this... @isabelletanlee

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Isabelle Lee

@isabelletanlee

1 year

Love this chart inspired by @bespokeinvest and annotated by @johnauthers . Shows the spread between the return on S&P 500 Info Tech sector and S&P 500 for each month going back to 1990, three years before the World Wide Web was launched to the public:

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Isabelle Lee

@isabelletanlee

2 years

For Wed, 75bps is largely priced in. For those in 100 camp, some stat from CFRA: Since WWII, Fed hiked by 100bps only 7x. After those hikes, SPX slipped 4/7 over one-, three-, and six-month periods, posting average returns of -2.4%, -1.3% and +0.1%, resp.

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Isabelle Lee

@isabelletanlee

2 years

Nice to see “sunlight” after work. Not sarcastic

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Isabelle Lee

@isabelletanlee

8 months

It's my last day contributing to Points of Return and it's bittersweet! @johnauthers has been a wonderful partner. I will still be a cross-asset reporter and now will be giving it my full focus. For now, catch my survival tip here:

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Isabelle Lee

@isabelletanlee

2 years

Clear blue water and powdery white sand. Best beach imo 🏝 #boracay

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Isabelle Lee

@isabelletanlee

2 years

Happened today. Not as bustling, according to people there. Still felt cool to me!

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Isabelle Lee

@isabelletanlee

1 year

It's been repeated so many times that big tech carried the massive stock rally this year but to see it in a chart is something else. See Bloomberg’s index of the Magnificent Seven vs the S&P 500 equal-weight index, @johnauthers

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Isabelle Lee

@isabelletanlee

2 years

Great effort to reduce waste ♻️

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Isabelle Lee

@isabelletanlee

2 years

First Christmas as BBG journo😍

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Isabelle Lee

@isabelletanlee

1 year

Snapped from Bloomberg TV. What a time to be alive

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Isabelle Lee

@isabelletanlee

1 year

Really good step back on state of inflation by @johnauthers . For ex: a fall in inflation doesn’t mean prices have come down, it just means they’re increasing by less. Look at official US CPI for food going back 1960. YoY, food inflation is never negative

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Isabelle Lee

@isabelletanlee

4 years

My first for Bloomberg News :) Thanks to the editors and reporters who helped! via @business

Amazon Launches Luxury Store on App With Just One Brand So Far

Amazon.com Inc. has launched a “Luxury Stores” platform in a bid to persuade upscale brands to sell their wares on the e-commerce giant’s marketplace.

www.bloomberg.com

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Isabelle Lee

@isabelletanlee

1 year

Feeling all the feels. Grateful to be in NYC 🗽

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Isabelle Lee

@isabelletanlee

2 months

Nice nice 💗

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Isabelle Lee

@isabelletanlee

1 year

Everybody seems to be talking about AI, a term that's not even that new, judging by films released in 1990s. But December's surge (blue) thanks to ChatGPT seems to have sparked a race among tech giants on how to capitalize on this phenomenon. More here

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Isabelle Lee

@isabelletanlee

9 months

Incredible chart/story by @Subrat_Patnaik -- Meta so far rose as much as 21% Friday, poised to add roughly $200 billion to its market cap. This would be the biggest single-session market value addition, beating the $190 billion gains made by Apple and Amazon in 2022.

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Isabelle Lee

@isabelletanlee

4 years

“COVID-19 is still in the Philippines, and it is poised to spread at an even faster rate compared to the worst months of 2020.”

Edson C. Guido

@EdsonCGuido

4 years

How the Philippines crippled its economy and squandered the world's longest lockdown 🔎 Here's the full assessment of the ABS-CBN Data Analytics Team. Hope you can read!

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Isabelle Lee

@isabelletanlee

2 years

Fun signature drinks to welcome new hires at Bloomberg

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Isabelle Lee

@isabelletanlee

11 months

Fall🍁

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Isabelle Lee

@isabelletanlee

2 years

Earnings season kick off this week and sentiment isn't good. This chart is from David Kostin of Goldman Sachs shows downward revisions running at a rate which in recent years has presaged a recession. More here with @johnauthers

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Isabelle Lee

@isabelletanlee

7 months

Spotted at Gramercy Park. Zoomed 3x cause I am but a commoner

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Isabelle Lee

@isabelletanlee

2 years

@dave_lavalle “We are sensitive to the reality” of the SEC’s investor protection mandate but “we think the product is ready and the market is ready for it,” he said referring to a spot Bitcoin ETF.

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Isabelle Lee

@isabelletanlee

1 year

Byeeee Chicago 🍕

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Isabelle Lee

@isabelletanlee

4 years

People cheering outside my apartment in Manhattan seconds after Joe Biden was projected as the winner by multiple news outlets.

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Isabelle Lee

@isabelletanlee

1 year

Off today but have to watch @kgreifeld co-anchor Bloomberg Surveillance

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Isabelle Lee

@isabelletanlee

3 years

Is the rally officially over?🪵

Markets Insider

@MktsInsider

3 years

Lumber prices are on pace to plunge 45% in June after a record-breaking rally driven by homebuilding demand

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Isabelle Lee

@isabelletanlee

4 months

The $71 billion XLK looks poised for a massive rebalancing at the end of this week after Nvidia surpassed Apple last Friday. State Street stands to purchase $11 billion of Nvidia and dump $12 billion of Apple, one estimate shows @luwangnyc @JSeyff

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Isabelle Lee

@isabelletanlee

2 years

Three things that separately taste amazing. Altogether … maybe not quite

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Isabelle Lee

@isabelletanlee

8 months

One month after their historic launch, ETF insiders and crypto proponents say Bitcoin spot funds are proving an unequivocal success based on flows and volume

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Isabelle Lee

@isabelletanlee

1 year

We have the Fed, ECB and BoJ all meeting this week -- aptly called the Big Three. @johnauthers and I detail here what to expect. Beyond those, central banks in Yalta, Tehran and Potsdam are also convening, as mapped out in this cool chart by my colleagues

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Isabelle Lee

@isabelletanlee

2 years

Two reasons why US consumer are still $pending: robust labor market & pandemic savings supply. BCA Research shows excess cash accumulated in 2020/21 provided the foundation for spending power. More here; @johnauthers talks about dollar and currency markets

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Isabelle Lee

@isabelletanlee

1 year

Warm sesame noodle after a 17 hour flight from NY to Taipei for my layover. Then another 2.5 hour leg til I see friends and fam🩷

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Isabelle Lee

@isabelletanlee

1 year

Happy pride! Was super fun interviewing @GeenaRocero about her new memoir, Horse Barbie. She’s inspiring, magnetic and makulit! Happy 10th anniversary as well to BProud, Bloomberg’s LGBTQ+ and ally community 🌈

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Isabelle Lee

@isabelletanlee

9 months

Starting today, I will be writing and compiling this fun newsletter on five things you need to know in markets, Asia version. It comes out 6:30 pm ET. You can think of it as your US wrap for the day too! Please consider signing up :)

Bloomberg

@business

9 months

#5Things : Good morning. China reports GDP data. US Treasury yields jump. Wall Street chiefs are finally calling the bottom of the dealmaking drought. Here’s what’s moving markets.

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Isabelle Lee

@isabelletanlee

1 year

Millennials are embracing bond ETFs to a greater degree than other generations, says Schwab. Millennials -- often associated with risky fringes like crypto and meme stocks -- are actually more conservative! From my fellow millennial baby @kgreifeld

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Isabelle Lee

@isabelletanlee

4 months

*NVIDIA TOPS MICROSOFT, APPLE TO BECOME WORLD'S LARGEST STOCK

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Isabelle Lee

@isabelletanlee

2 months

Came out to see @TheStalwart with @kgreifeld @emily_graffeo

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Isabelle Lee

@isabelletanlee

2 years

Good morning to everyone except those holding the 383 keys to Gramercy Park. I did enjoy this from outside heh

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Isabelle Lee

@isabelletanlee

1 year

Good morning from this charming lil island 💌

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Isabelle Lee

@isabelletanlee

2 years

Spring🥰🌷

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Isabelle Lee

@isabelletanlee

2 years

Learned a lot from @EricBalchunas who chatted with @kgreifeld about his new book today 🤓

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Isabelle Lee

@isabelletanlee

2 years

Regardless of the outcome, midterm cycles have been a boom for US equities, as this chart by @StrategasRP shows. Resolution of uncertainty should be great for stocks. @johnauthers and I delve more into what to expect from inflation to debt ceiling here

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Isabelle Lee

@isabelletanlee

1 year

Bloomberg NY’s summer kickoff 🦩🍹☀️

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Isabelle Lee

@isabelletanlee

3 years

The view from my quarantine hotel. Thankful for this chance to visit home after two years

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Isabelle Lee

@isabelletanlee

3 years

Thankful to these two companies for sponsoring my work visa. I do not take that for granted. Many newsrooms are reluctant to consider international candidates due to the paperwork involved, among others.

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Isabelle Lee

@isabelletanlee

2 years

Hot chocolate🥰

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Isabelle Lee

@isabelletanlee

3 years

First day! Reach out at ilee204 @bloomberg .net

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Isabelle Lee

@isabelletanlee

4 months

There are over 2,000 passive ETFs in the market, around 500 more than active ones. Morningstar sees total number of active offerings to surpass passive in next three to five years @MstarBenJohnson ; great stats from @psarofagis

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Isabelle Lee

@isabelletanlee

1 year

The Nasdaq special rebalance is meant to reduce the influence of tech firms. It’s not unusual for the market to narrow but the scale of the current concentration is very unusual. The move also reveals deepening contradictions of index investing. More here

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Isabelle Lee

@isabelletanlee

1 year

Party is over for US consumers. Surplus in household savings are depleting which is why TD Securities see a recession early next year. “Excess savings have absorbed much of the nominal shock from higher inflation.”

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Isabelle Lee

@isabelletanlee

1 year

Still thinking about the rose-adorned homes in Nantucket and how the island has an official color scheme to preserve its historic feel

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Isabelle Lee

@isabelletanlee

10 months

Taj ✨

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Isabelle Lee

@isabelletanlee

1 year

Really enjoyed Here Lies Love, a musical about Imelda, wife of former Pres Marcos who put the Philippines under martial law for 14 years. The play detailed her unquencing thirst for power and more in a fun, grim way. Ps: middle stage rotated and actors sang amidst the crowd! Cool

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Isabelle Lee

@isabelletanlee

11 months

MEME ETF will shutter in December -- maybe a sign the heyday for meme stocks has passed? “A 2021 phenomenon wrapped into an ETF simply doesn’t work in today’s environment,” said @NateGeraci . Story with @kgreifeld

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Isabelle Lee

@isabelletanlee

2 years

A traditionally popular measure shows confidence steadily rebuilding despite bearish sentiment: copper/gold ratio. Copper is typically bought when investors feel good about economy; gold the reverse. @johnauthers also fills you in other big news, Fed aside

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Isabelle Lee

@isabelletanlee

2 years

Ratio of oil and gold prices now returning almost exactly to its level of the early 1960s, when oil price in dollars was fixed, and dollar was fixed against gold under the Bretton Woods system. @johnauthers and I dive more into that here

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Isabelle Lee

@isabelletanlee

2 years

A first look at JPM's 2023 outlook: While a “mild” recession next year is possible, the US economy will be back on track in 2024 w/ slower growth, slower inflation and more moderate interest rates - an environment beneficial for markets. More @johnauthers

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Isabelle Lee

@isabelletanlee

2 years

Yellen doing a Q&A with herself is so endearing

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Isabelle Lee

@isabelletanlee

2 years

If you want an inflation hedge, consider pooled commodity futures, says Credit Suisse's yearbook. They are “negatively correlated with bonds, lowly correlated with equities and also statistically a hedge against inflation itself.” @johnauthers

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Isabelle Lee

@isabelletanlee

2 years

VIX may have rallied ~8% Monday to its highest close since June but remains relatively subdued amid market selloff. @DataTrekMB said panic level is 33-36 -- and must hold this for several days. Not just there yet. More on GBP/BoE here too from @johnauthers

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Isabelle Lee

@isabelletanlee

2 years

@JanvanEck3 “I definitely draw a big line between bitcoin and other digital assets.” He said BTC is a competitor to gold and now is a great time to buy. As BTC matures, volatility will be less, he added.

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Isabelle Lee

@isabelletanlee

1 year

Look at this chart by @johnauthers . The New York Fed’s recession probability indicator, which gauges the odds of a downturn in the next 12 months from the gap between three-month and 10-year bond yields, currently puts the chance at above 70% — the highest in more than 40 years

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Isabelle Lee

@isabelletanlee

2 years

Nothing I love more than red bean and matcha 🤤

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Isabelle Lee

@isabelletanlee

1 year

Cute custard dessert buns 🐽 oink

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Isabelle Lee

@isabelletanlee

1 year

Huge rally in US bonds Wed, with 10-yr Treasury yield falling 17 basis points. This is how the day unfolded, with interventions from Janet Yellen of the Treasury and Jay Powell of the Fed marked @johnauthers

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Isabelle Lee

@isabelletanlee

2 years

Wall Street is positioning for a recession but are consumers doing the same? This Deutsche Bank chart shows Americans savings are dwindling, though they'll still have some excess until H2 next year. More with @johnauthers

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Isabelle Lee

@isabelletanlee

11 months

Everyone talks about the equal-weight S&P 500 but not as mentioned is the equal-weight Nasdaq 100, which has performed far better. NDXE is much cheaper than Magnificent Seven, although it’s significantly more expensive than the broader S&P 500 @johnauthers

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Isabelle Lee

@isabelletanlee

11 months

The Magnificent Seven stocks trade at a massive premium to the other 493 stocks in the S&P 500. This chart is from Alliance Bernstein shows that the gap is fast widening

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Isabelle Lee

@isabelletanlee

9 months

The parallels between the speed of this equity rally and the definitive melt-up that lasted from 1998 to early 2000 are eerily close for a couple of reasons. Here's Cisco's and Intel’s performance to their peak in March 2000 vs Nvidia now. W/ @johnauthers