The Short Bear11/11/2026 02:18:31

MORGAN STANLEY:

By Carl Quintanilla
13 hours ago
MORGAN STANLEY:

From: carlquintanilla

MORGAN STANLEY:

We believe the market’s reaction to midterms “is overdone and outline a ‘buy the drop’ strategy as only ~20% or 5GW of US projects are likely to be delayed from 2028 to 2029.” https://t.co/qhSgVSgWYW

View Original Source
The Short Bear

The Short Bear

Market Wizards | Contrarian stoic trader and long term investor | since 2013 | Tweets are purely for entertainment purposes and not investment advice

More from The Short Bear

CPI is backward looking.

CPI is backward looking.

9 hours ago
COREWEAVE $CRWV Q3’26 EARNINGS HIGHLIGHTS

COREWEAVE $CRWV Q3’26 EARNINGS HIGHLIGHTS

9 hours ago
"The Nasdaq 100 now trades at a multiple of blended 12-month forward projected earnings that it hasn’t seen since Covid’s worst days"

"The Nasdaq 100 now trades at a multiple of blended 12-month forward projected earnings that it hasn’t seen since Covid’s worst days"

13 hours ago
CTA positioning close to US/Iran war market low

CTA positioning close to US/Iran war market low

14 hours ago