Michael Antonelli @BullandBaird Twitter profile

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Michael Antonelli

@BullandBaird

4 months

Pessimists sound smart Optimists make money Remember that.

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Michael Antonelli

@BullandBaird

2 years

Honestly, what are we even doing here.

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Michael Antonelli

@BullandBaird

5 years

If you are 40 or older I guarantee your family owned these. GUARANTEE

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Michael Antonelli

@BullandBaird

4 months

You can't believe how unbelievably blessed our nation is because of this one thing. You basically couldn't design a country geographically any better than what we ended up with.

Amazing Maps

@amazingmap

4 months

The Mississippi River and its tributaries

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Michael Antonelli

@BullandBaird

2 years

3 Stages of being a parent: 1. Babysitter 2. Chauffeur 3. ATM

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Michael Antonelli

@BullandBaird

14 days

I have a take I feel very passionately about: Every homeowner needs a dumpster forced on them every 5 years. Dropped off in front of their home for 48 hours. So much stuff just has to go.

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Michael Antonelli

@BullandBaird

1 year

Why does coffee taste better in this kind of mug?

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Michael Antonelli

@BullandBaird

2 years

This is real btw. Real.

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Michael Antonelli

@BullandBaird

1 year

0.50% Just say "half a percent" instead of 50 basis points. Talking like a normal person is a finance super power.

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Michael Antonelli

@BullandBaird

2 years

Fam. Air has reached $2. AIR

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Michael Antonelli

@BullandBaird

3 years

Evergrande has $19B in international debt. $19B. The US Federal Reserve buys $120B in bonds EVERY MONTH

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Michael Antonelli

@BullandBaird

5 months

Let me get this straight: Oil is under $70 Rates are plummeting (10 year 4.1%) 12 mo forward earnings are rising Inflation is falling Productivity is rising Stocks are near ATH And I’m supposed to be bearish?

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Michael Antonelli

@BullandBaird

10 months

This is the kind of stuff we need more of. Positivity. Optimism. Understanding how lucky we are.

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Michael Antonelli

@BullandBaird

2 years

Lol Apple does $123B in revenue in one quarter. Absurd. What a company.

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Michael Antonelli

@BullandBaird

10 months

A take I’m convinced is true: the sub 3% 30 year fixed rate mortgage will be the greatest gift ever bestowed on US homeowners.

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Michael Antonelli

@BullandBaird

5 months

Bloomberg has a function that means something to maybe 10 people on the planet.

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Michael Antonelli

@BullandBaird

1 year

If your mortgage is in this bubble I really do believe you made the trade of your life. Like it will be impossible to top that.

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Michael Antonelli

@BullandBaird

1 year

If you’re using the phrase “not your keys not your coins” you’re basically telling normies to never get into the space. No one wants to learn how to do this.

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Michael Antonelli

@BullandBaird

2 years

$PTON. How does the damn stock fall 15% after falling 90%?

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Michael Antonelli

@BullandBaird

2 years

Just a reminder: 99% of the public will have no idea what happened in the stock market today, they'll just see $SPX +0.28% and think it was a slow day

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Michael Antonelli

@BullandBaird

3 years

If you work on Wall St, or in the investment world, and you can explain complex topics / terms in an easy to understand way, that’s an INSANELY valuable skill.

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Michael Antonelli

@BullandBaird

5 years

Even in a HURRICANE no one wants $10 water

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Michael Antonelli

@BullandBaird

4 years

Imagine the rate cut we'll need then

Corey Hoffstein 🏴‍☠️

@choffstein

4 years

In 4 billion years, the Milky Way is going to crash with Andromeda, so who even cares about anything anymore?

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Michael Antonelli

@BullandBaird

3 years

Bad jokes and no funny memes leading to a Doge crash absolutely makes sense to me. It’s like an earnings miss but for a new era.

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Michael Antonelli

@BullandBaird

4 years

Why hasnt this always been the case?

Spectrum News NY1

@NY1

4 years

Delta Airlines is temporarily changing how people board; travelers whose seats are in the last row will board first, with the process continuing row-by-row to the front to minimize interactions. First and business class can board when they want, but are encouraged to wait.

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Michael Antonelli

@BullandBaird

2 years

Reuters link:

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Michael Antonelli

@BullandBaird

3 years

So my son, who is 15, actually has to take a Personal Finance course in our local High School (how awesome is that). Part of this class is a “stock picking” competition. You’ve probably done one, maybe your child has, but is this the right way to teach children about investing?

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Michael Antonelli

@BullandBaird

5 months

Text from my wife: “The grocery store is 40% men who were sent here to shop. But they are calling their wives for clarification and/or just standing and staring at the shelves” Absolutely 💀

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Michael Antonelli

@BullandBaird

2 years

At least my stocks don’t lose money on Saturday.

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Michael Antonelli

@BullandBaird

4 years

Every one of you with your godawful Fed takes need to stop No they aren’t curing the disease, No they aren’t trying to get the stock market to go up. No they aren’t “out of bullets” They are making sure the financial system functions to get us thru this. That’s it.

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Michael Antonelli

@BullandBaird

5 years

All wealth is relative. The person in the white boat feels poor Once you realize that you are wiser about life.

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Michael Antonelli

@BullandBaird

2 years

Have to admit, these athletes are absolutely sending it on this hill. Fun as hell to watch.

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Michael Antonelli

@BullandBaird

3 years

1 month returns: Ethereum +56% Bitcoin -2% Few.

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Michael Antonelli

@BullandBaird

3 years

This one

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Michael Antonelli

@BullandBaird

1 year

After the last few days I’ve landed on a pretty rock solid take: 95% of people have no idea how a bank works.

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Michael Antonelli

@BullandBaird

3 years

Hear me out: tranches of NFTs that can be packaged and sold as derivatives with varying ratings.

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Michael Antonelli

@BullandBaird

2 years

Not a single bull In my timeline. None. All the talk is “never seen it worse, more downside, can’t imagine stocks going up”

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Michael Antonelli

@BullandBaird

4 years

There should be a Barstool Finance, I don't get why it hasnt been invented yet. Irreverant, good content, no ties and suits, a finance show / blog for the next generation.

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Michael Antonelli

@BullandBaird

3 years

Here's the guy who bought the high today btw

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Michael Antonelli

@BullandBaird

3 years

To be clear, the laser eyes thing was basically the top.

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Michael Antonelli

@BullandBaird

5 years

You know what I love about this picture? People are just enjoying it, not watching the experience thru their phones.

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Michael Antonelli

@BullandBaird

2 years

Take: if your 30 year fixed mortgage is below 3% you are essentially trapped in your home (trapped in a good way)

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Michael Antonelli

@BullandBaird

1 year

Vanguard: "we expect U.S. equities to return 4.7%–6.7% over the next 10 years"

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Michael Antonelli

@BullandBaird

1 year

Me going outside to get a package delivery.

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Michael Antonelli

@BullandBaird

3 years

“If I buy this house I’m probably buying the top” - everyone buying a house ever

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Michael Antonelli

@BullandBaird

7 months

You guys realize that the S&P500 is only like 9% away from its ATH right?

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Michael Antonelli

@BullandBaird

3 years

3 Stages of being a parent: 1. Babysitter 2. Chauffeur 3. ATM Im transitioning to #3 right now. Can we keep this bull market going please?

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Michael Antonelli

@BullandBaird

2 years

Don’t tell anyone but the market isn’t selling off on Ukraine or anything Ukraine related.

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Michael Antonelli

@BullandBaird

2 years

Sending everyone back to their cars and the office with $4-5 gas sure is a cruel irony.

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Michael Antonelli

@BullandBaird

5 months

Tough day for Zero Hedge.

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Michael Antonelli

@BullandBaird

4 months

@dcfdude

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Michael Antonelli

@BullandBaird

2 years

If you are still in the camp of "inflation is out of control and only going higher how can you explain: 1. 5yr breakeven rate peaking in March (3.5) and it now at 2.82 2. All the metals breaking down 3. Cmdty like Cotton breaking down 4. FF futs now pricing cuts in 2023

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Michael Antonelli

@BullandBaird

2 years

If you see families giving out full side candy bars tonight, the Fed has to hike more.

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Michael Antonelli

@BullandBaird

3 years

A 2018 Jeep Wrangler with 17.8k miles is $42k. A 2021 Jeep Wrangler with 0 miles is $46k. Same set of features. Auto world is so broken.

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Michael Antonelli

@BullandBaird

3 years

Your daily reminder

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Michael Antonelli

@BullandBaird

3 years

We literally print our own currency

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Michael Antonelli

@BullandBaird

3 years

There's 72mm millennials the oldest of which is 41. They've lived through 2 gigantic market events (GFC / COVID) while investing for the future. Some of them have embraced virtual assets that drop 50% all the time. Do we think they're scared of random selloffs anymore?

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Michael Antonelli

@BullandBaird

3 years

A baseball player gets sent to the minors or outright released if they bat .200. Economic forecasters can bat .050 and write op-eds in major newspapers for two decades.

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Michael Antonelli

@BullandBaird

10 days

My kind of meme.

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Michael Antonelli

@BullandBaird

5 years

Just please cancel this Davos thing. “After you’re done learning what it’s like to eat dirt and live on $1 a day, your black car will pick you up and whisk you to a party” Sigh.

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Michael Antonelli

@BullandBaird

3 years

I cannot imagine trying to buy a home in: Austin. Denver. Charlotte. Nashville. Miami. It must be absolutely absurd.

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Michael Antonelli

@BullandBaird

2 years

Tune into NBC. This venue is about to be shown

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Michael Antonelli

@BullandBaird

2 years

Well this went nuts. Two thoughts: While you love to see gorgeous mountainous backdrops in the Olympics I’m not totally opposed to a kind of urban renewal / modern take on ski events. Does this open up bigger urban venues to host Winter events? Maybe, we’ll see! /end

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Michael Antonelli

@BullandBaird

6 months

I don’t know who needs to hear this but the Negroni is an awful drink. Outright bad.

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Michael Antonelli

@BullandBaird

4 years

Thing people undervalue until its gone 1. Youth 2. Their own Privacy 3. Sleeping thru the night 4. Experiences with your children Age 10 and under 5. Being able to fall down and not be hurt for a month

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Michael Antonelli

@BullandBaird

2 years

What if…hear me out….the economy stays strong, earnings stay strong, inflation comes down as supply chains and oil ease, and we power on without bigger hikes…what if??

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Michael Antonelli

@BullandBaird

1 year

Why do Americans rip on soccer for being boring and not throw equal disdain at baseball? Which is insanely boring.

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Michael Antonelli

@BullandBaird

3 years

H/t @tradingisliving

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Michael Antonelli

@BullandBaird

3 years

If Bitcoin can take this kind of pain from one person, how is it a viable “currency” ?

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Michael Antonelli

@BullandBaird

4 years

I think it was my man @morganhousel who said There are only 3 edges in the market You can be smarter than everyone else You can be luckier than everyone else You can be more patient than everyone else What's your edge right here, right now?

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Michael Antonelli

@BullandBaird

2 years

I’m sorry but someone has to be liquidating or imploding.

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Michael Antonelli

@BullandBaird

3 years

If you ended up with a 30 year refi under 2.75%, I think you absolutely won the mortgage trading sweepstakes.

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Michael Antonelli

@BullandBaird

9 months

@chamath @bobbyreardon1 @TheStalwart Literally the best podcast in Finance. Everyone listens to it.

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Michael Antonelli

@BullandBaird

1 year

@carrifex The Battle of Yorktown.

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Michael Antonelli

@BullandBaird

3 years

24 Hours of life No one told me that as a parent my life would go so fast. It seems like just yesterday that I had a newborn and started at job at Baird. Why can’t I slow it down? What is happening to me? Do you feel the same way? Read my latest:

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Michael Antonelli

@BullandBaird

22 days

@FilmsFallout Huge fan. She crushed it.

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Michael Antonelli

@BullandBaird

1 year

No one in the Midwest is talking about SVB, home prices, or yield curves. We are working, living, and consuming like normal.

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Michael Antonelli

@BullandBaird

1 year

Incredible answer. I love this guy

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Michael Antonelli

@BullandBaird

2 years

*stares at it every single time trying to figure it out*

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Michael Antonelli

@BullandBaird

3 years

There's just so much luck in investing, it's crazy. Sitting here bored looking at 529 account balances. Son, born 2006, Daughter, born 2008. We put an equal amount into each 529 at birth and my daughter is crushing my son. Why? because she was born near the low, that's it.

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Michael Antonelli

@BullandBaird

2 years

$DIS now in a WORSE drawdown than *checks notes* when they closed the entire World down, put people in their homes, and mothballed their multibillion dollar parks and hotel business. Don’t tell me this is just “taking out DIS+ growth expectations”

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Michael Antonelli

@BullandBaird

2 years

Can someone point me to a US stock market pullback that didn't end up in new all time highs at some point in the future? tia

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Michael Antonelli

@BullandBaird

2 years

I would be curious to know what people are doing with the cash after selling stocks. Inflation 7%. Tick tock, it’s eating it.

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Michael Antonelli

@BullandBaird

3 years

Homes between 300-500k are selling around me in 24 hours and I live in a place that’s cold for 5 months. I can’t imagine the sun belt.

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Michael Antonelli

@BullandBaird

3 years

I can’t stop thinking about this guy that has two guesses for $200mm.

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Michael Antonelli

@BullandBaird

3 years

One of my best friends wanted to trade in a 2010 Audi Q7, like 125k miles on it, last year got a quote of $4k. Traded it in for $7500 yesterday. I mean have you ever heard of used car prices going UP

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Michael Antonelli

@BullandBaird

1 year

1. Crypto has basically imploded across the board 2. Growthy tech has gotten pummeled 3. FANG has been taken out to the woodshed (save AAPL) 4. Zero rates are in the history book. 5. We’re in a bear mkt What’s left to unwind that was a product of too much liquidity /easy money?

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Michael Antonelli

@BullandBaird

3 years

Most of my jokes on here

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Michael Antonelli

@BullandBaird

3 years

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Michael Antonelli

@BullandBaird

4 months

@JamesClear “Frodo: I wish the Ring had never come to me. I wish none of this had happened. Gandalf: So do all who live to see such times, but that is not for them to decide. All we have to decide is what to do with the time that is given to us.”

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Michael Antonelli

@BullandBaird

7 months

So history is going to show that a plain vanilla 30yr Fixed Rate Mortgage was the best hedge against inflation.

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Michael Antonelli

@BullandBaird

3 years

Has USD ever crashed 30% in one single day?

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Michael Antonelli

@BullandBaird

2 years

This is amazing. Well said.

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Michael Antonelli

@BullandBaird

5 months

All the quants up in my thread: “EveRYONE kNowS a VoL SURFace”

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Michael Antonelli

@BullandBaird

1 year

Imagine Vanguards pitch was “buy some index funds but in order to not lose them you need to upload a series of numbers to a jump drive or a piece of paper”. Just stop.

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Michael Antonelli

@BullandBaird

6 months

Im not going to invest in the stock market until 1. I have clarity on economic data 2. The government is exactly like I want it 3. There's no conflicts in the World 4. The market feels "safe" 5. The news is calm 6. I can better understand why the market is moving like it is.

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Michael Antonelli

@BullandBaird

3 years

Whatever finance book is written about this era, please include this image.

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Michael Antonelli

@BullandBaird

4 years

Fintwit transition this year: Equity Analyst to Virologist to Doctor to Statistician to Supply chain expert To Commodity Analyst Can’t wait to see what’s next...

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Michael Antonelli

@BullandBaird

10 months

I’d love to see this over longer time frames, I bet it’s incredible @awealthofcs @michaelbatnick @morganhousel @dollarsanddata

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Michael Antonelli

@BullandBaird

3 years

Inflation so hot the stock market is at All Time Highs and the 10 year is at 1.50

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