#Equities

Tiho Brkan

TihoBrkan

1/ The following is a THREAD on the more important business cycle indicators which correlate to the stock market.Is the market disconnected from reality, or is the economy lagging markets

Jonathan Taplin

JonathanTaplin

The insurrection was the dying throes of the Trump Interregnum. As Gramsci wrote, “The old is dying and the new cannot be born. In this interregnum many morbid symptoms appear.”

Corey Hoffstein 🏴‍☠️

choffstein

How are systematic strategies affecting equities today?As far as I can tell, many are dead pressure at the moment.e.g. Here’s a dashboard I whipped up of S&P 500 allocation sensitivity

Cade Invests

cadeinvests

— Fixed Income Investing —Known for capital preservation and income.It often takes a backseat to stocks.Here’s what you need to know.• What they are.• Stocks vs Bonds.• Pros and Cons.•

Howard Axelroark 💊

axelroark

I have some bear porn, and I'm sorry but I have no choice but to present what I'm seeing...All along we've been playing a C&H on $SILVER awaiting inflation blah

SentimenTrader

sentimentrader

12 CHARTS FOR A PERMA-BEAR CHRISTMAS.On the first day of Christmas, my perma-bear sent to meThe most confident Dumb Money in history.... ...the highest market value relative to economic output...(yeah,

Catapult Capital

catapultcap

@Greenbackd @BillBrewsterSCG @farnamjake1 - Heard you guys discussing inflation on VAH and wanted to offer my thinking. (1/n) Let’s consider what inflation is at a fundamental level: too many dollars

Æx

anonyx10

1/ A few thoughts on options. Note - needless to say, I am just an anonymous Twitter account, not an investment advisor :) These are just some personal observations -

Michael Finke

FinkeonFinance

This is a great question and I'll need a thread to address it.I'll start by saying that we need to view cash value life (CVLI) as a product structure and

Peter DeCaprio

cppinvest

1/ With markets riveted by the action in $GME, attention has been turned to evil short sellers, which is natural. The action in $GME is made more compelling by the

Danny Baldus-Strauss

BackpackerFI

1) My 2021 bull thesisFed has said they see zero rates through 2023M1 money supply is at all-time highs; however, the velocity of M1 money is near all-time lows, declining

CuriousPanda

curiouspanda_

1/ Crypto Twitter has a lot of great content. Putting it all together into a coherent investment thesis is hard. Here's my take on what's happening in markets right now,

Cold Blooded Shiller

ColdBloodShill

Here's the truth.@stoolpresidente will do incredibly well in this market.The reason? He's giga-bullish and has no fear acting on strong assets.Most in this space look for reasons why a coin

Niraj Dugar

contliving

Do you need reasons to hoard some cash?Let me give you some.//Thread// Cash is priceless. It doesn't matter if the yield after inflation is negative.Cash is an option on the

Toby Nangle

toby_n

US equity outperformance (yellow) over the past 10yrs is quite something (white=EURxUK; green=UK; purple=Japan; red=EM). Lots of folks scream that this is evidence of richness. Difference largely accounted for by

Philip Stafford

staffordphilip

@ESMAComms latest report on derivatives trading helps underline why there needs to be a fix.https://twitter.com/staffordphilip/status/1328241905981911041 The market in 2019 shrank slightly, to €681tn outstanding total notional in Q4 from

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