@zelac10
Joined August 2015
  • Tweets1.3K
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  • Followers52
30Media
THIS!!!
Betting Bruiser
@BettingBruiser
13 Feb 2021
Look at fundamentals, the technical chart set ups & filings. Do your own due diligence. Ignore the noise, DON’T take advice from people on Twitter that you don’t know. Including me. This is all satire and opinion based fun. Bet on yourself. Respect others opinions.
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At some point in the next 18 months, the Fed is going to hike too much, the AI bubble will burst, bond yields are going to plunge and all these theories about fiscal dominance are going to look rather silly. Always choose incompetence over conspiracy
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126 years of market history tell a simple story... Stocks and earnings move together with a 98% correlation. The short run is all about noise. The long run is all about profits. Speculators chase noise. Investors follow profits.
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Everyone likes to compare now with the late 1990s or right before the GFC. The one major difference is this. Financials breaking out of a 19 year base wasn't happening.
J.C. Parets
@JC_ParetsX
Sep 5
Financials just closed the week right near another new all-time high
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$NVDA EPS, PCE & Jackson Hole aside, the corp cred mkt is on vaca til after Labor Day when THE most important 3-5 wks of yr for corporates (& stks) will kick off. That said, Aug new issuance will b ~ 210-220b, almost 2x the avg. Aug of last 14yrs. $SPY $QQQ
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Why DEA’s Marijuana Rescheduling Proposal May Be DOA Under The Trump Administration (Op-Ed): "Trump himself has never called for relaxing federal controls on adult-use marijuana." marijuanamoment.net/why-deas…

Why DEA’s Marijuana Rescheduling Proposal May Be DOA Under The Trump Administration (Op-Ed) -...

“Trump himself has never called for relaxing federal controls on adult-use marijuana.” By Robert A. Mikos, Vanderbilt University Law School Last month, the Drug Enforcement Administration (DEA)...

marijuanamoment.net
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Bull markets that make it past their third birthday have historically lasted much longer than most investors expect. @RyanDetrick
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It took Europe 25 years to finally break out above its dot com bubble peak from 2000. Is this group just getting started?
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July tried, but finished down 0.1%. Prepare to hear a LOT about this from the bears, but down in June and July has been weak for the rest of the year historically.
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Probably the chart of the year? Free cash flow for the hyperscalers ($META, $AMZN, $GOOGL, $MSFT, $ORCL) is tanking, while it is soaring for the chips ($NVDA, $MU, $AVGO, $AMAT). "One company's spending is another company's revenue." @sonusvarghese
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Patience is the single most difficult skill to master for investing well. Too, the most impactful. Position sizing trails patience. The more patience, the largera a position can be. One must not mistake patience for foolhardiness. A hardy fool is just a hardy fool.
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Recent bond selloff has driven 30yr TIPS to near 3% real yields. While everyone roots around to find the next hot stock, this is likely the generational buying opportunity hiding in plain sight.
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68% of the components in the S&P 500 are above their 200-day MA and trending higher.
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The most important chart in the world right now is the S&P Bank Index finally breaking out above its pre-Great Financial Crisis highs. This week, it closed at another new all-time high.
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Stocks could be seeing their typical late June swoon, but good time to remember the S&P 500 has never peaked for the year in June. This is the only month to never peak for the year. Given the most recent ATH was on June 2, could this year be the first? I say no.
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Our proprietary @CarsonResearch Leading Economic Index (LEI) continues to suggest our economy is quickly improving. Note, this LEI correctly said there wouldn't be a recession in 2023 and 2024 when many other LEIs said there would be.
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Maybe the canary in the coal mine for the tech sector $MSFT
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😂 Jajajaja, Carlos Alcaraz se puso a imitar a Novak Djokovic. GENIO.
Tiempo De Tenis
@Tiempodetenis1
Jun 2
🔥 Se vienen los cuartos de final de Roland Garros y Kalshi ve a Joao Fonseca como favorito ante Jakub Mensik. 📊 Fonseca 65% 📊 Mensik 35% 👀 ¿Quién avanza a semifinales?
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Channel lower boundary at 71.5K becomes the new short-term resistance. $BTCUSD
Aksel Kibar, CMT
@TechCharts
May 16
$BTCUSD Channel still intact. Resistance area: channel upper boundary and year-long average (365 days for crypto).
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Manias in earnings expectations are one of the most insidious kinds of bubbles because it looks like elevated prices are supported by fundamentals, not speculation.
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