Now only 1% of fund managers now calling for a recession down from 42% last month…one of the biggest geopolitical blunders of our time… pic.twitter.com/X2RHX4FU3q
— Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 14, 2025
We are approaching the point where people are going to be panic buying equities because they are afraid of missing out
Then the recession bros will capitulate like they did in 2021
Then correlations will shift, and carry trades will unwind. This is what will cause equities to… https://t.co/bHvSUYFU5n
— Capital Flows (@Globalflows) May 13, 2025
Book depth on the S&P is the thinnest it has been in years. (volume of buy and sell orders)
This entire market bounce was driven with extremely low liquidity, raising the risk of a major volatility event (flash crash) if markets were to reverse. $SPX https://t.co/vaHWpPG4oc pic.twitter.com/82RsDg2wtg
— Financelot (@FinanceLancelot) May 14, 2025
I have to admit, I'm looking forward to this. pic.twitter.com/Ex9GLaolhF
— Mac10 (@SuburbanDrone) May 14, 2025
Hedge Funds Capitulate With Second BIggest Short Covering Panic On Record During Monday Meltup https://t.co/2Z5pbaD01D
— zerohedge (@zerohedge) May 14, 2025
“This is a squeeze, many people got fucked short covering” https://t.co/jLFrjbQoNE pic.twitter.com/oxvo3g6wZ0
— JustDario 🏊♂️ (@DarioCpx) May 14, 2025
‼️This is pretty remarkable:
Hedge funds' long/short ratio on US stocks dropped to the lowest level in at least 5 years.
This is despite the S&P 500 rallying 21% since the April 7 low.
Hedge funds remain extremely pessimistic about US equities. pic.twitter.com/47aQeAGW5K
— Global Markets Investor (@GlobalMktObserv) May 13, 2025
I think it’s too early to say much about anything. pic.twitter.com/Qf3iy9gjjb
— Richard III (@IiiRicher) May 13, 2025