Independent thinking for complex markets and current events
S&P – all time highsGold – all time highsSilver – all time highsMag 7 – oh god all time highsBitcoin – sameUS home prices – record levels I don’t know what to invest in anymore. — rohit (@krishnanrohit) October 13, 2025 I’m amazed at how investors can go from almost getting completely wiped out one …
And despite all the skepticism: Gold is on the verge of outperforming the S&P 500 over the past decade.⁰This likely represents the early stages of a structural shift in which hard assets outperform overvalued financial assets over the long term, in my view. pic.twitter.com/gczeVmRvod — Otavio (Tavi) Costa (@TaviCosta) April 4, 2025 After a long consolidation …
Downward #earnings revisions have been outpacing upward revisions. As you know,we have been stating for quite a while that #estimates were way to high and would have to adjust lower for #economic realities.H/T @sentimentrader pic.twitter.com/rzDVOxozSy — Lance Roberts (@LanceRoberts) March 31, 2025 BofA says trend followers have been ramping up US equity "SHORTS" ahead of …
President Donald Trump signed an Executive Order last week for a six-month review of U.S. support to all international intergovernmental organisations to decide whether it should withdraw from them, or seek their reform. S&P said the current triple-A ratings of the World Bank and other top development banks assume the U.S. remaining in place. Therefore, …
These patterns don’t just appear for fun. They’re often a sign that sentiment is shifting, and the easy gains might be over. If history repeats, the next move won’t be straight up. According to @sentimentrader, the S&P 500’s one-year #Sharpe ratio has peaked, which historically leads to periods of volatile/moderate returns.@SoberLook pic.twitter.com/pczWEMCacA — Lance Roberts …
Apple has bought back $673 billion in stock over the past 10 years, which is greater than the market cap of 488 companies in the S&P 500. $AAPL byu/IAmNotAnEconomist inFluentInFinance
Since 1930, the year of the pig has had the best S&P 500 average annual return at a snorting 15%. In second, the rooster/rabbit, both at 12%/year. The tiger follows at 10%/year, the rat returns 9%/year, and the monkey an intelligent 8%/year. The Ox/horse/dragon/dog each average 6%/year, while sheep offer a baah-baric 5%/year. Regrettably the …
by PrestigiousCat969 The Stoxx Europe 600 Index is up 6.6% in January, its biggest monthly gain in two years, vs the S&P 500 at 3.2%. Stoxx 600 at 14 times estimated earnings compared to the 22 multiple for the S&P 500.
It’s a troubling reality that underscores the growing divide between the wealthy elite and the struggling majority. tick tock pic.twitter.com/FflitwaJ3G — Darth Powell (@VladTheInflator) January 23, 2025 The bottom 50% of households hold 2.4% of US wealth, per Bloomberg. — unusual_whales (@unusual_whales) January 23, 2025 https://twitter.com/MichaelMOTTCM/status/1882758630866575474
pic.twitter.com/BmgN8RzSM3 — Jack Krzewinski (@JackKrzewinski) January 2, 2025 "The relentless surge of the U.S. dollar is primed to cut a swath of carnage through Asia’s asset markets, leaving economic strain in its wake. The dollar wrecking ball similar wreaked havoc with Latam currencies in the 1980s… Historically, when the dollar flexes its muscle,… pic.twitter.com/y9Sc5afXM0 — …
The S&P 500 closed 2024 with its best two-year gain since the dot-com bubble years of 1997 and 1998. Yet it ended the year with four consecutive daily losses, a year-end losing streak that hasn't happened since 1966, the year stocks peaked before entering a 16-year bear market. — Peter Schiff (@PeterSchiff) January 1, 2025 …
Remember how I warned you all that after the election, we'd suddenly start getting "surprise" and "unexpected" downward revisions on all of the allegedly glowing economic numbers? 😎 Now watch corporate earnings and forward estimates revise down. — Uncle Milty’s Ghost (@his_eminence_j) December 30, 2024 PAY ATTENTION. Warning signs are EVERYWHERE. https://t.co/BiwXM5MWdj — Uncle Milty’s …
An analysis reveals S&P 100 companies hired 94% “people of color” post-2020, leaving White applicants with just 6% of roles. These DEI-driven policies aren’t promoting fairness—they’re promoting anti-White discrimination. By prioritizing optics over merit, these firms are alienating qualified candidates and setting themselves up for legal and reputational disasters. Diversity shouldn’t mean exclusion. It’s time …
So why are we at all time highs? pic.twitter.com/wxMt4agzwH — JettBlast (@JettBlast00) December 15, 2024 🚨BUY-EVERYTHING ON LEVERAGE MANIA IS A WARNING🚨 Leveraged ETFs volume on US single-stocks hit $84 BILLION last week, the most on record. This value has DOUBLED in just a few weeks as trading speculation has hit insane levels.. 👇https://t.co/CLOnsa8mwt — …
We've never seen the S&P 500 at all time highs with breadth this negative. Let's do this. pic.twitter.com/3GuAVcn1l7 — Mac10 (@SuburbanDrone) December 13, 2024 Linkhttps://t.co/A9JxrqvurY pic.twitter.com/8qaDVxDPM3 — QE Infinity (@StealthQE4) December 13, 2024 ⚠️CENTRAL BANKS ARE CUTTING RATES AS IF GLOBAL RECESSION IS HERE⚠️ Bank of Canada cut rates by 0.50% on Wednesday for the …
Any questions?https://t.co/vgMB7gVz3H pic.twitter.com/m94yuqKjV5 — Mac10 (@SuburbanDrone) December 12, 2024 These conditions echo the dot-com bubble, where the Nasdaq rose five-fold from 1995 to 2000, only to crash by 78%. Given the current high valuations and investor optimism, caution is essential. Investors should consider the risks and adjust strategies accordingly. https://twitter.com/MichaelMOTTCM/status/1867196888430109006 The 2000 bubble: Nasdaq lost …
There were more declining than advancing stocks in the S&P 500 every day this week. Yet the index hit a record high four times. Since 1928, this is the first time that's ever happened. pic.twitter.com/gvGhruZ1cw — Jason Goepfert (@jasongoepfert) December 6, 2024 US Stocks are now trading at over 22x forward earnings versus 14x for …
After the election I said that we had never seen Momo Tech 3 std deviations above the 200 dma. Then it pulled back briefly and now has exploded higher again. Back to record overbought for the second time. A double Black Swan event in manic risk seeking. pic.twitter.com/HRYpf6WGAv — Mac10 (@SuburbanDrone) December 4, 2024 https://twitter.com/MichaelMOTTCM/status/1864453725890175343 …
