Independent thinking for complex markets and current events
V recovery. If it doesn’t fail it flies hard. Is it just me or is it starting to feel like peak bullishness? https://t.co/LXPol3lJre — QE Infinity (@StealthQE4) June 27, 2025 Bofa Hartnett: S&P 500 at new highs, on cusp of 7th great breakout since 1990, albeit with smallest “breakout stock” participation pic.twitter.com/Gg3OzuPePv — Mike Zaccardi, …
US government debt market collapse has started This has MASSIVE implications for the economy A thread 🧵 pic.twitter.com/sau5h9sPLr — Bravos Research (@bravosresearch) October 28, 2024 3/ Treasury bonds, typically 40% of an investor's portfolio, have led to big losses because of their sharp decline — Bravos Research (@bravosresearch) October 28, 2024 5/ Constantly rising government …
Financials Bullishness pic.twitter.com/6tEnWECJJ6 — Win Smart, CFA (@WinfieldSmart) July 25, 2024 S&P 500's earnings beat rate is still healthy at nearly 79%, but the revenue beat rate is currently at its lowest since the fourth quarter of 2016 pic.twitter.com/7QmvLufdG1 — Win Smart, CFA (@WinfieldSmart) July 25, 2024 https://twitter.com/MichaelAArouet/status/1816441931850797083 The streak of days without a 2% …
With fund managers reaching their highest bullish sentiment since January 2022 and cash levels dropping close to the contrarian sell signal, coupled with the Financial Stability Board’s advice to hedge funds to increase liquidity for market shocks, there are indications of an impending market reversal. Fund Managers are the most bullish on stocks since January …