About
Student of history, maker of charts, cyclist, cook, burner, wanderer.
Articles by Jurrien
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Pattern Recognition: 5/27/2025
Pattern Recognition: 5/27/2025
From west to east coast - May 19, 2025This information is provided for educational purposes only and is not a…
11 Comments -
TAMA: Week of 5/19/25
TAMA: Week of 5/19/25
Meditation in Motion - May 15, 2025This information is provided for educational purposes only and is not a…
8 Comments -
Everywhere Green: Week of 5/12/25
Everywhere Green: Week of 5/12/25
Along the bike path from Santa Barbara to USCB - May 10, 2025This information is provided for educational purposes only…
8 Comments -
Storms & Rainbows: Week of 5/5/2025
Storms & Rainbows: Week of 5/5/2025
Reno, NV - May 3, 2025This information is provided for educational purposes only and is not a recommendation or an…
9 Comments -
Price Discovery Never Sleeps: Week of 4/28/25
Price Discovery Never Sleeps: Week of 4/28/25
Hamburg (Germany) - April 25, 2025This information is provided for educational purposes only and is not a…
4 Comments -
Twilight of the Bull: Week of 4/21/25
Twilight of the Bull: Week of 4/21/25
Spring in Mayfair (London) - April 18, 2025This information is provided for educational purposes only and is not a…
17 Comments -
The Alpha and the Beta: Week of 4/14/25
The Alpha and the Beta: Week of 4/14/25
Santa Barbara, CA - April 11, 2025This information is provided for educational purposes only and is not a…
7 Comments -
Are We There Yet? Week of 4/06/25
Are We There Yet? Week of 4/06/25
Oceanside, CA - April 5, 2025This information is provided for educational purposes only and is not a recommendation or…
10 Comments -
Interim Update: 4/3/25
Interim Update: 4/3/25
This information is provided for educational purposes only and is not a recommendation or an offer or solicitation to…
18 Comments -
A Study in Contrasts: Week of 3/31/25
A Study in Contrasts: Week of 3/31/25
Lyford Cay - March 12, 2025This information is provided for educational purposes only and is not a recommendation or an…
5 Comments
Activity
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At 88 bps, the term premium is well above the financial repression era lows of the past decade, but it remains well below levels that we might…
At 88 bps, the term premium is well above the financial repression era lows of the past decade, but it remains well below levels that we might…
Shared by Jurrien Timmer
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While the Fiscal Put was exercised when stocks were down 20% (by delaying retaliatory tariffs for 90 days), that Put is now well out of the money…
While the Fiscal Put was exercised when stocks were down 20% (by delaying retaliatory tariffs for 90 days), that Put is now well out of the money…
Shared by Jurrien Timmer
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Tariffs or no tariffs, DOGE or no DOGE, deficits have not been repealed. In my view, we remain in the post-COVID regime where yields are driving the…
Tariffs or no tariffs, DOGE or no DOGE, deficits have not been repealed. In my view, we remain in the post-COVID regime where yields are driving the…
Shared by Jurrien Timmer
Experience
Education
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Volunteer Experience
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theme camp organizer (TCO) for Feed the Artists
Burning Man Project
- Present 6 years 5 months
Feed the Artists is a food camp at Burning Man. We feed the artists during build week, and the community at large during burn week.
Publications
Languages
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Dutch
Native or bilingual proficiency
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English
Native or bilingual proficiency
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Spanish
Limited working proficiency
More activity by Jurrien
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As I have posited in recent months, one of the big questions hanging over the market is whether the leadership baton can be passed from the mega…
As I have posited in recent months, one of the big questions hanging over the market is whether the leadership baton can be passed from the mega…
Shared by Jurrien Timmer
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With GDP estimates coming down, it’s no surprise that earnings estimates are being cut as well. While Q1 earnings season was very strong, the growth…
With GDP estimates coming down, it’s no surprise that earnings estimates are being cut as well. While Q1 earnings season was very strong, the growth…
Shared by Jurrien Timmer
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Even after 4 decades in the markets I remain impressed by how quickly the market can lurch from complacency to fear and back to complacency. Now that…
Even after 4 decades in the markets I remain impressed by how quickly the market can lurch from complacency to fear and back to complacency. Now that…
Shared by Jurrien Timmer
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I continue to be fascinated by the fact that the most negatively correlated asset to Bitcoin is gold. For two players on the same store-of-value…
I continue to be fascinated by the fact that the most negatively correlated asset to Bitcoin is gold. For two players on the same store-of-value…
Shared by Jurrien Timmer
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When it comes to diversification, I am more concerned about hedging the 40 than the 60. Even if the secular wave turns for equities, my version of…
When it comes to diversification, I am more concerned about hedging the 40 than the 60. Even if the secular wave turns for equities, my version of…
Shared by Jurrien Timmer
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Technically speaking, the price action for US equities remains inconclusive in terms of whether the price recovery of the past few weeks is a…
Technically speaking, the price action for US equities remains inconclusive in terms of whether the price recovery of the past few weeks is a…
Shared by Jurrien Timmer
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While 1998 and 2018 have been useful price analogs to gauge the psychology of the market, the 1968 analog continues to be a compelling alternative to…
While 1998 and 2018 have been useful price analogs to gauge the psychology of the market, the 1968 analog continues to be a compelling alternative to…
Shared by Jurrien Timmer
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Dinner for one, California style: seared tuna with crispy kale on little gems tossed with a kewpie-soy dressing. Served with a local PN.
Dinner for one, California style: seared tuna with crispy kale on little gems tossed with a kewpie-soy dressing. Served with a local PN.
Shared by Jurrien Timmer
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One very large question hanging over the markets is whether we are entering a new structural era in which the world deglobalizes and de-dollarizes…
One very large question hanging over the markets is whether we are entering a new structural era in which the world deglobalizes and de-dollarizes…
Shared by Jurrien Timmer
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The Fed is on hold because it is justifiably concerned that a trade war would cause growth to slow and prices to rise. No one likes stagflation…
The Fed is on hold because it is justifiably concerned that a trade war would cause growth to slow and prices to rise. No one likes stagflation…
Shared by Jurrien Timmer
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At times of uncertainty, I find it useful to pull up a simple chart of the S&P 500 and ask myself: do I want to be long or short this…
At times of uncertainty, I find it useful to pull up a simple chart of the S&P 500 and ask myself: do I want to be long or short this…
Shared by Jurrien Timmer
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Whether the cyclical bull market ended in February of this year, following a 30-month 76% advance, remains to be seen. If this was just a bear-scare…
Whether the cyclical bull market ended in February of this year, following a 30-month 76% advance, remains to be seen. If this was just a bear-scare…
Shared by Jurrien Timmer
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