Macro Cycles @Macro_Cycles

Sentiment | Macroeconomics | Intermarket Analysis Joined September 2013

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Kevin Gordon @KevRGordon

7 months ago

For companies beating EPS estimates, they are not being rewarded by the market ... average performance relative to the S&P 500 the day of the beat is -0.07% per Bloomberg Intelligence data

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Macro Cycles @Macro_Cycles

8 months ago

Peak Mag 7?

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Macro Cycles @Macro_Cycles

11 months ago

Bear shaming… where in the cycle?

Carl Quintanilla @carlquintanilla

11 months ago

Bear shaming… where in the cycle?

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Macro Cycles @Macro_Cycles

a year ago

Besides $NVDA attaining largest mkt cap, another sign of semiconductor sentiment ebullience... $TSM ADR trading at a 25% premium to underlying shares:

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Macro Cycles @Macro_Cycles

2 years ago

The old TD Ameritrade Investor Movement Index is now the Schwab Trading Activity Index (STAX). Good gauge of sentiment? Activity still nowhere near frenzied levels of 2021. $SCHW

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161phi @161phi

2 years ago

Barro, CPI rate correlation with covid spending in 37 countries

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Macro Cycles @Macro_Cycles

2 years ago

"It costs an average of $2.6 billion to develop a drug and gain [FDA] approval primarily because 90% of drug candidates fail in clinical trials."

Wall Street Journal Opinion @WSJopinion

2 years ago

"It costs an average of $2.6 billion to develop a drug and gain [FDA] approval primarily because 90% of drug candidates fail in clinical trials."

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🤣 This is what happens when you give out participation trophies in youth sports... "everyone's a winner!" You end up with adults who never learned that they will lose sometimes and it's ok... move on and evaluate how you can become better for the next fight.

Reuters U.S. News @ReutersUS

2 years ago

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Macro Cycles @Macro_Cycles

2 years ago

Here are the top 25 largest stock exchanges in the world. advisor.visualcapitalist.com/largest-stock-…

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FT Alphaville @FTAlphaville

2 years ago

Please, make it stop. on.ft.com/46iMI7O

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Macro Cycles @Macro_Cycles

2 years ago

Another 2008-like credit crisis is improbable. The setup is different. But if it was difficult in January 2008 for economists to foresee the coming Great Recession and the GFC , then it's impossible for them to forecast what's around the corner now.