JB
Julien Bittel, CFA
September 2025Live view →
On the record
last 30 days · 2 positionsLatest positions
- JBJulien Bittel, CFARising on PMIs Expects PMIs to rise if rates come down. “Rates down = PMIs up…” Open the post No. The business cycle has been held back becaus… · 21 Sept
- JBJulien Bittel, CFARising on ISM Expects the ISM (Main Street) to improve as rates come down, lifting earnings. Open the post No. The business cycle has been held back becaus… · 21 Sept
Their output
13 in September 2025Sun 31Thu 25 · 3Wed 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- Real Vision 2 items
- four-year cycle 1 item
- Joseph Ismail 1 item
- P/E ratios 1 item
- crypto cycle 1 item
- Jean Claude Jaquettée 1 item
- Mark He 1 item
- earnings 1 item
See what your own voices say about Julien Bittel, CFA, every morning.
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