Justin Cole, CFA @_JustinJCole
Senior Investment Strategist at Gate City Investment Services. Securities offered through LPL Financial, Member SIPC https://t.co/4V6GweiJAm. Mapleton, ND Joined April 2024-
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"Both tariff rates and the proportion of foreign-born workers in the labor force have already moved dramatically, in a way that didn’t happen under Trump 1.0." Pictet via @johnauthers
"Historically, since 1929, quarters with 20+ record highs have typically led to further gains over the following year: the S&P 500 rose 6.3% on average and advanced 63% of the time." @LarryAdamRJ
"Traditional measures show U.S. equity valuations are above average. Where they settle will depend on how the economic transformation underway plays out. We believe AI-led productivity gains could boost earnings growth." @BlackRock
For the first half of this year, layoffs were running higher than in prior years. But since July, that trend has flipped — layoffs have dropped sharply and are now running below 2023 and 2024 levels. Ironically, that July/August turning point was exactly when investors started…
Upward Pressure on Inflation From the Lower Dollar -Torsten at Apollo. Of course, the dollar is precisely unchanged since April 21. More on this tk on @StockCharts
Inflation pressure still hot … 3m annualized change in Core PCE Price Index at +2.9% in August
"It's helpful to look at the S&P compared to its 200-day moving average. The current number ... is at 10%, but that's not when we've seen local tops. We've generally seen local tops when this number is somewhere between 13% an 15% ... that would imply 6,950." @fundstrat
A good analogy for a government shutdown is fasting. Shutting down a little while (less than a week in this case) is not harmful and may be beneficial (not unlike a blizzard shutting down a city for a few days). If it goes on longer (a week to a month), it can accumulate into…
Investors are taking massive profits: Professional, retail, and hedge fund investors sold -$3.8 billion in US equities last week. Institutional investors sold -$1.4 billion, reversing to net selling for the first time in 3 months. This brings down the 4-week average of buying…
"This chart might be the simplest explanation for US equity market resilience since 2011: limited supply." -JPM Cembalest
Everyone is making money this year: Gold +42% Emerging mkts +27% Foreign stocks +23% Bitcoin +17% S&P 500 +13% Agg +6%
$ORCL debt:equity 500% as it taps the bond market. Problem amid all the vendor financing? JPM
"Look at the S&P 500’s performance so far this decade in terms of bullion (by dividing the index value by the gold price) and stocks have actually lost ground." @johnauthers
Since 2019 the S&P 500 is up 125%. 76% of that is coming from earnings growth and 19% from dividends. No, this isn't a bubble, this rally is justified from strong earnings growth.
Combining the two, it's clear the economy's recent resilience is coming from the recent ramp-up in business investment in software and technology, which contributed an average of more than 1%-pt to real GDP growth in Q1 and Q2.
🧵 (1/8) My new working paper with Maurice Obstfeld, “Tariffs as Fiscal Policy”, was just posted today @PIIE. Within, we evaluate the new role that tariffs are playing in the US economy.
From Michael Cembalest: AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022 This is one for the history books assets.jpmprivatebank.com/content/dam/jp…
New home sales ran much stronger than expected in August, rising 20.5% MoM. With sales this strong, it is curious why builder sentiment remains in the basement. At any rate, completed units for sale continue to rise and this means slack in single-family continues to build.
Want to make your favorite perma-bear mad? 🐻 The S&P 500 is about to be up five months in a row. A year after 5 month win streaks? Higher 28 out of 30 times and up 12.6% on avg. 🐂
Corlou @Corlou4201321
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Sadie Bruen @BruenSadie14652
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ISABELNET @ISABELNET_SA
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HermosaEugen @n031M6e98lEF0
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Lena @lrina198708080
146 Followers 5K Following I now obviously need someone who is patient, does not hide or deceive, to open my heart. I will not pretend, I really hate people who pretend.
Muffin @isrifolo
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🇺🇸Chronoflux @asdudsds
709 Followers 3K Following Trump won x3/ MAGA/ NO DM’s/ IFBAP/ LOVE OLD GLORY
ViVi @ViviStevens11
466 Followers 641 Following Maintain a youthful and vibrant mindset and attitude, and continuously learn new knowledge that will benefit you🤓🍰
Timeless Grace🌹 @Alina_mlal
427 Followers 711 Following Entrepreneur, fashion designer, loves skiing, traveling, beaches and food ⛱, 🚫 porn
Stacey Franey @StaceyFran9329
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IvyBunyan @09E3v0aN4e0jBS
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OctaviaTurner @y4KT46iIM4AU5Gh
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BlancheMorton @vaJO893qeB5j3
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Jobarteh @Jobarteh692010
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Ormuaha @Ormuaha049022
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Eric @EricBalchunasq
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Natalie Bosco @BoscoNatal42119
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Ryan Detrick, CMT | P... @RyanDPersonal
38 Followers 568 Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Manage nearly $5 billion for clients
Chris Ciovaccos @cio_vacocapital
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MichelleBurke @9TGaMD2CxPKMLQv
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April @Zrini115321
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Miss Claire @AbouttClaire
26 Followers 788 Following Board games get wild in my apartment✨ Play at my FREE page💋
Emily @Vaurol4044180
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SusieGeordie @9gj5PonU211u1w
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. @biancoresear_h
503 Followers 6K Following Macro investment research at https://t.co/qZxm3IKV8f Our total return index is at https://t.co/XIjIOjtDPz The ETF WTBN tracks our Index. biancoresearch.eth
🌿Felicia🌸 @Harrisondkskl
386 Followers 499 Following A life without struggle is incomplete. It is only by working hard that I can feel that I have not wasted my life. Whatever the outcome, success or failure.
Hated Moats Investor @DrB1tcoinM50862
178 Followers 4K Following Identifying hated moats | I buy companies when the market panics | Veteran commodity trader turned contrarian investor | Not advice | See my deep dives here
Ousraljax @Ousraljax1578
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_Crypto, Kid @CryptorKidcom
67 Followers 1K Following Teen Analyst | Cypherpunk | Co-Host @TheMoonShow • Posts are only my opinion.
Carson Group @CarsonGroupLl
73 Followers 3K Following Find Your Freedom Join the nation's fastest-growing advisor movement. (For advisor use)
StockTrader_Max @DjamalFrayoga
51 Followers 542 Following Full Time Stock Investor📈 - Self Made Millionaire💰-🚀Follow my trades from my portfolio by clicking the link below 👇
FactorInvestor🇺�... @Gueame20029
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Warren Pie @__Warren_Pies
737 Followers 1K Following Founder @3F Research | PM SFCTE - https://t.co/MaV3nWiCQo | Formerly with Ned Davis Research | Recovering Attorney (step 4)
Maureen @CFranecki20666
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TechSupercycle🇺�... @Gaevhou688098
60 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
SigmaTrader🇺🇸 @Ovesui663
44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
FedWatchPro🇺🇸 @Arzrawkit02281
52 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Brielle Mertz @MertzBriel18950
25 Followers 2K Following
Parker Ross @Econ_Parker
23K Followers 657 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
ISABELNET @ISABELNET_SA
64K Followers 21K Following Advanced Stock Market Forecast for Professionals & Individuals available on https://t.co/BINsAzHa69 • 95% Correlation since 1970 • R² = 0.90 • Tweets ≠ Advice
iCapital @icapitalnetwork
4K Followers 142 Following Helping Financial Professionals implement and manage alternative strategies for growth.
Future Proof @FutureProof_HQ
6K Followers 474 Following Step Into a New Era of Wealth & Investment Management with Future Proof Festival and Future Proof Citywide.
Peterson Institute @PIIE
106K Followers 5K Following The Peterson Institute for International Economics is a nonpartisan, independent research institution devoted to studying international economic policy.
Eric Balchunas @EricBalchunas
369K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Andreas Steno Larsen @AndreasSteno
267K Followers 2K Following Macro, investing and geopolitics. Steno Research is joining @RealVision 🍾🍌
Bloomberg Terminal @TheTerminal
144K Followers 242 Following Financial services professionals rely on the best in data and analytics. Learn more about insights and product updates you can use to make informed decisions.
Dean Christians, CMT @DeanChristians
21K Followers 566 Following All charts, signals, and related commentary are not investment advice.
Rick Rieder @RickRieder
53K Followers 236 Following @BlackRock CIO of Global Fixed Income | Emory and Wharton Alum | Go Orioles! Lead PM for BINC, BSIIX, MALOX, MAWIX Content intended for a U.S. audience
Duality Research @DualityResearch
4K Followers 153 Following
Todd Sohn @Todd_Sohn
5K Followers 206 Following Senior ETF and Technical Strategist @strategasrp / @strategasasset
Matt Cerminaro @mattcerminaro
8K Followers 475 Following My charts delivered to your inbox: https://t.co/svPVmJwzjH
Grant Hawkridge @granthawkridge
15K Followers 244 Following Golf, cigars, whisky & looking at charts
Geiger Capital @Geiger_Capital
303K Followers 299 Following Markets/Economics/Politics | RIP Paul Volcker 🕊 Personal Views. Not Investment Advice.
Nick Maggiulli @dollarsanddata
183K Followers 428 Following Helping people build wealth since 2017. Author of Just Keep Buying (https://t.co/q98gHouElD) & The Wealth Ladder (https://t.co/UUf1a8ZLTO)
Ben Glasner @BenGlasner
930 Followers 439 Following Economist with @InnovateEconomy. Ex-post-doc with @CpspPoverty. Tweets on policy and research. All good tweets are from my dog. @ benglasner b sky social
Daniel Sotiroff @DanielSotiroff
1K Followers 389 Following Morningstar ETF analyst. Editor, Morningstar ETF Investor. Morningstar Research Services. Important disclosure information. https://t.co/SoD8xK8wKz
(((The Daily Shot))) @SoberLook
163K Followers 267 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Warren Pies @WarrenPies
58K Followers 2K Following Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
3Fourteen Research @3F_Research
24K Followers 79 Following The next generation of investment research.
The Compound @TheCompoundNews
47K Followers 0 Following Finance - Investing - Trading - Economy - Tech - Media https://t.co/yzwRchxJna
Jake @EconomPic
43K Followers 580 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
Ben Slupecki, CFA @BenSlupecki
100 Followers 156 Following Equity Analyst covering European business services for @morningstarinc
Ritholtz Wealth @RitholtzWealth
43K Followers 85 Following Insights from the whole gang. Ritholtz Wealth Management is a registered investment advisor providing financial planning, advice and portfolio management.
Wynn Poker Room @WynnPoker
36K Followers 850 Following Our poker room features 28 tables equipped with personal USB, a sports wagering window, and 37 65” high-definition televisions streaming live sporting events.
Bellagio Poker Room @BellagioPoker
25K Followers 164 Following Las Vegas' premier poker destination featuring 37 tables and the world famous Legends Room. https://t.co/8a0BkYv507
WSOP - World Series o... @WSOP
348K Followers 204 Following #WSOP the original and most prestigious brand in poker. The Real Deal since 1970.
ARIA Poker @ARIAPoker
31K Followers 99 Following Home of Table One, the @PokerGO Studio, and both the @ARIAPoker Classic & Open. Must be 21+ to participate in any events. Director of Poker Operations: @rok300
Venetian Poker Room @VenetianPoker
29K Followers 7 Following Management reserves all rights. Must be 21+. Call 800.522.4700 if you have a Gambling Problem.
Nick Timiraos @NickTimiraos
439K Followers 121 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Paul Damon @KeramasMarComms
868 Followers 2K Following Sharing insights & news on funds, investments, markets & economics. Helping asset managers w/ PR, Content, Marketing & IR when not surfing. President, Keramas.
David Carey @DavidCareyMStar
228 Followers 363 Following Manager Research Analyst @morningstarinc All opinions are my own. Important disclosure information: https://t.co/LtvX34Ct0N
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Minnesota Football @GopherFootball
189K Followers 424 Following The official account of the University of Minnesota Golden Gophers Football program. #RTB #SkiUMah #Gophers
Zach Halverson @ZachHalverson
25K Followers 2K Following Producer @KFAN1003, @PowerTripKFAN, @mnwild & @Vikings Radio Network | @TheHornWBL Founder "You’re like Google but better." - @RadioFalness
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31K Followers 9K Following Independent #BurnleyFC App & Website | Follow for daily Burnley videos, news, stats, opinions & photos | Enquiries 👉 [email protected] 💻📲
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3.3M Followers 2K Following New Book, On The Edge, #5 NYT Bestseller! https://t.co/WeCLEOd4Be
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30K Followers 719 Following Alix Steel is the co-anchor of Bloomberg Markets 10am-12pm, Bloomberg Commodities Edge Thursday’s 1-1:30 @BloombergTV, opinions are my own
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