Independent thinking for complex markets and current events
Members of Congress are paid $174,000 annually. That figure has not changed in more than a decade, but the value of the job keeps growing in ways most Americans never see. Lawmakers only work roughly 160 scheduled days in-session per year. That includes time spent in hearings, debates, and votes, but excludes weekends, holidays, and …
S&P 500 hits frothy 39 P/E as markets soar in historic rebound but past peaks signal danger ahead If the credit market was pricing this in interest rates would be over 10%. The problem is everything is being ignored. https://t.co/5SPicZHZpp — QE Infinity (@StealthQE4) July 29, 2025 Linkhttps://t.co/DrQuoW85rw pic.twitter.com/Fk04MoJMv8 — QE Infinity (@StealthQE4) July 30, …
January 2021 peak warns of correction. This is the second most overbought the Nasdaq has been on volume momentum (lower pane) in the past 35 years. The first of course being January 2021. Note that with each peak in volume momentum, the large cap momentum stocks came back to the 200 dma. At minimum. pic.twitter.com/XRSPC0Rx6V …
As of July 21, 2025, every retail client on Schwab’s platform can trade more than 1,100 securities around the clock. That includes every stock in the S&P 500 and Nasdaq 100. Hundreds of ETFs are in the mix. The session runs Monday through Friday. No breaks. No blackout windows. Orders stay live until 8pm Eastern. …
SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 "sell" signals since 2011 = 2%;– BofA Global Breadth Rule: 64% of MSCI ACWI equity …
Even the worst performers are flying while market enters danger zone. Even Money-Losing Stocks are blasting 🚨 Goldman Sachs Non-Profitable Tech Index has soared 66% since the April low 👀 pic.twitter.com/D51qBKHeO7 — Barchart (@Barchart) July 20, 2025 The S&P 500's CAPE Ratio is about to cross above 38 for the 3rd time in history, now …
Stocks hit record highs fueled by relentless buying. The Buffett Indicator is a simple way to measure if the stock market is overvalued. It compares the total value of all U.S. stocks to the size of the U.S. economy. Formula: Stock Market Value ÷ GDP If that number gets too high, it’s a sign that …
US stocks close to 23x P/EEx US 14.3x pic.twitter.com/oAJEKFNdkB — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 14, 2025 I don't normally opine on Bitcoin, but with that candle, along with an RSI over 75 and trading above its upper Bollinger band, it looks entirely overbought for me. pic.twitter.com/0wkXAmsMnG — Michael J. Kramer (@MichaelMOTTCM) July …
Gold has taken the lead. Over the past 25 years, it has outperformed the U.S. stock market even when dividends are included. That’s not a short-term anomaly. It’s a long-term shift in how value is preserved. Since 1999, gold has surged 866.67%. The S&P 500, by comparison, has climbed 388.67%. That’s a full doubling of …
Retail trading volume explodes to $6.6T shattering previous highs. Retail is going all-in on this market: Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according to Vanda Research. This exceeds the previous high of $152.8 billion hit in the first… …
Investors channel 2021’s reckless mania again… WSJ article over the weekend saying that profitless junk stocks have been fueling this entire rally since April:https://t.co/SdspyMwcve"Shares of unprofitable companies have outperformed since early April, and investors are now speculating like it’s 2021" One of the stocks… pic.twitter.com/KXAtpep8IN — Mac10 (@SuburbanDrone) July 7, 2025 Carvana has pulled off …
First housing, then stocks. pic.twitter.com/7DxcZmLPfW — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 2, 2025 Whoops… ADP job gains / losses. pic.twitter.com/NMW8j88gKd — Fibonacci Investing⚡️ (@FibonacciInves1) July 2, 2025
Waiting to hear the narrative – falling yields are good for stocks because they will push up valuations… pic.twitter.com/7G1PW53E0c — Michael J. Kramer (@MichaelMOTTCM) June 24, 2025 MORGAN STANLEY EXPECTS US FED TO DELIVER SEVEN RATE CUTS IN 2026, STARTING IN MARCH, TAKING TERMINAL RATE TO 2.5%-2.75% — *Walter Bloomberg (@DeItaone) June 25, 2025
⚠️US stock market concentration Bubble is huge: The top 10 largest S&P 500 stocks reflect ~38% of the index market capitalization, just shy of a RECORD high. This is over 10 percentage points higher than at the 2000 Dot-Com Bubble peak. The market is dependent on few stocks. pic.twitter.com/7jfzEfhx6L — Global Markets Investor (@GlobalMktObserv) June …
Iran and Israel agree to 12-hour ceasefire… BREAKING: Iran and Israel announce 12 hour ceasefire which is set to start within six hours – Trump announces 'provisional truce' between Israel and Iran – Crude oil slides down another 5% on the news – Equity futures are bid higher — Markets & Mayhem (@Mayhem4Markets) June 23, …
Healthcare Stocks are underperforming the S&P 500 by the largest margin in 25 years byu/RobertBartus inEconomyCharts Pharma, biotech, and managed care have all taken hits. Drug pricing reforms, regulatory uncertainty, and political pressure have weighed on sentiment. Even with the rise of weight-loss drugs and AI-driven diagnostics, the sector has not kept pace. Healthcare now …
https://twitter.com/rev_cap/status/1935035951115587783
The surface looks euphoric. Underneath, it’s leaking pressure. U.S. equity markets are flashing signals that don’t line up. On one side, retail traders are piling into penny stocks, margin debt is hitting new highs, and social media is pumping vaporware IPOs like it’s 2021 again. On the other side, corporate insiders are quietly heading for …
palantir millionaire in <8months byu/OkBeach2838 inwallstreetbets Palantir’s price-to-earnings (P/E) ratio has surged past 600, landing around 617.5 based on the latest market data. That figure reflects the company’s current share price relative to its trailing twelve-month earnings per share. To put that in perspective, a P/E ratio above 30 is typically considered high. A …
The headlines keep flashing red. But when you follow the money, you get a different picture. Despite a world tangled in geopolitical tension and recession warnings, foreign investors are still gripping American stocks like they know something the headlines don’t. The numbers say it all. As of June 2024, Treasury data shows foreign holdings of …
The market’s still grinning on the surface, but behind the curtain, the people who know the numbers best are quietly cashing out. Corporate insiders—CEOs, CFOs, board members—are dumping shares at the fastest pace seen in 2025. According to data compiled through June 11, 778 insiders sold stock while only 200 bought. That puts the buy-to-sell …
Investors are now "all-in" on stocks with the highest equity allocation in history 🚨 The only time it was higher was just before the Dot Com Bubble Burst 👀 pic.twitter.com/GMwAVJeBbb — Barchart (@Barchart) June 14, 2025 Check out the red box. Institutions have been reducing their equities position all in 2025. On the other hand, …
Corporate insiders are selling shares at fastest pace since election last year. pic.twitter.com/VkxFnUwnvo — TT3 (@TradingThomas3) June 12, 2025 Investors are passing on stocks and flocking to the 4% yield in money markets even though the dollar is falling in value. Interesting. Lots of people have no interest in this market even though it rises …
I’ll explain this as clearly and concisely as possible: It’s misleading to point to the absolute figure of $7 trillion in money market funds and conclude there’s “cash on the sidelines.” That number alone is meaningless without context. You need to compare money market… — Guilherme Tavares (@i3_invest) June 11, 2025 Stop parroting “cash on …
Stocks selling off on the news of a U.S. China Trade Deal. Buy the rumor sell the news in full force. *US, CHINA HAVE REACHED FRAMEWORK: LUTNICK The new framework? The exact same thing as the old framework! pic.twitter.com/dITwmXjW0b — Spencer Hakimian (@SpencerHakimian) June 10, 2025
Herein lies the problem for Tech bulls and stock market bulls in general. Semiconductors which are at the epicenter of the AI trade, are having their biggest 10 week gain since Y2K – bigger than the pandemic. However, they are also making their third lower high. pic.twitter.com/bksMCAY7aj — Mac10 (@SuburbanDrone) June 9, 2025 Stock Market …
BREAKING 🚨: Bonds The market value of Treasury Bonds as a % of the market value of Stocks has fallen to its lowest level since the 1960s pic.twitter.com/5MM4RYIo7B — Barchart (@Barchart) June 9, 2025 ⁉️Does central bank liquidity matter for US stocks? Global central banks total assets on their balance sheets have declined over the …
A Bloomberg TV headline was warning that breadth is imploding on this rally. Why? Because hedge funds are piling back into mega cap Tech. Why? Because S&P momentum algos are manipulating the futures higher due to the collapsing VIX and mass complacency. Which I predict will… pic.twitter.com/6tdzLuAuVt — Mac10 (@SuburbanDrone) June 6, 2025 BofA’s Hartnett …
Stocks down yields up = bad sign — JustDario 🏊♂️ (@DarioCpx) June 2, 2025 Hedge Funds are aggressively chasing this rally now. Last week saw the largest HF buying in US Tech in 10+ years.$QQQ $NVDA $TSLA $AVGO pic.twitter.com/Gs31OtPIBp — David Marlin (@Marlin_Capital) June 2, 2025 The FED won't cut rates, inflation expecations continue to …
