It’s almost ironic that some interpret the recent shift in political leadership as a fresh chapter of American exceptionalism, when in reality, we have already experienced an extraordinarily extreme period.
— Otavio (Tavi) Costa (@TaviCosta) December 7, 2024
While this trend could persist for some time, it is difficult to argue… pic.twitter.com/TY0fb22etK
S&P 500 price to book basically at 2000 levels. pic.twitter.com/nMH5DAxoiN
— Michael J. Kramer (@MichaelMOTTCM) December 4, 2024
The $SPX is now trading at 25x 2024 earnings estimates. The funny thing is that the S&P 500 2024 and 2025 earnings estimates are now lower than in October 2022. pic.twitter.com/rkAt6PNIxK
— Michael J. Kramer (@MichaelMOTTCM) December 6, 2024
This is wild:
— The Kobeissi Letter (@KobeissiLetter) December 5, 2024
The Euphoriameter, an indicator measuring investor sentiment, hit a record 1.1 points, according to Topdown Charts.
This metric uses S&P 500 forward P/E, the Volatility Index, $VIX, and the bullish sentiment from investor surveys.
The indicator has now exceeded… pic.twitter.com/19XzqqEjFL
The S&P 500 $SPY is up about 4% over the past 3 weeks. Leveraged long ETF assets are up 16%.
— Jason Goepfert (@jasongoepfert) December 5, 2024
There is now almost $14 in leveraged long ETFs for every $1 in leveraged short funds, above the prior record from Dec 27, 2021.
The ratio has jumped 62% just since the end of October. pic.twitter.com/aJehiuRgDv
U.S. Equities saw an inflow of $141 Billion over the last month, the largest monthly inflow in history 🚨 pic.twitter.com/PkXxxfoFv3
— Barchart (@Barchart) December 5, 2024
Good luck with that pic.twitter.com/lcQhUSTS1a
— Macro Charts (@MacroCharts) December 4, 2024
🚨WORLD'S 3RD LARGEST ECONOMY IS FALLING🚨
— Global Markets Investor (@GlobalMktObserv) December 6, 2024
Germany's industrial production fell to the lowest level since 2020 in November.
Industrial production has been down-trending for 7 years now.
Energy-intensive industrial production dropped even below 2020 and is down 20% since 2022. pic.twitter.com/Qb436NJEL7
It's a good thing this isn't happening at the same time credit card interest rates are at a record high...
— E.J. Antoni, Ph.D. (@RealEJAntoni) December 6, 2024
Oh. https://t.co/EXGtkbU5Ij pic.twitter.com/AM3McBll59
Every. Single. Time. 👇🏼
— Kalani o Māui (@MauiBoyMacro) December 6, 2024
Got recession? pic.twitter.com/qkflHalkCx
Australian corporate bankruptcies hit an all-time high last month. We might call that thunder from down under… pic.twitter.com/OmVMcW7dGt
— Don Johnson (@DonMiami3) December 7, 2024
Not understanding why I keep hearing “solid” as the adjective for today’s jobs report.
— Anna Wong (@AnnaEconomist) December 6, 2024
Implied hiring rate plunged in the last two jobs reports.
(H/T) @atanzi pic.twitter.com/CB1cpBqGMx
Employment-to-population ratio falling like it does before every recession. Full-time ratio down almost one percentage point from its April 2023 peak. pic.twitter.com/Znb2EHzgwf
— Peter Berezin (@PeterBerezinBCA) December 6, 2024
SMU monitored 700,000 online sports bettors. Less than 5% withdrew any profit
— Saagar Enjeti (@esaagar) December 5, 2024
The rest were were losers 3% of the losers lost so much they made up for 50% of the revenue pic.twitter.com/WDcHYOKrSk
OpenAI's new model tried to avoid being shut down.
— Shakeel (@ShakeelHashim) December 5, 2024
Safety evaluations on the model conducted by @apolloaisafety found that o1 "attempted to exfiltrate its weights" when it thought it might be shut down and replaced with a different model. pic.twitter.com/e4g1iytckq
BTC is a centrally controlled manipulation ponzi scheme
— Darth Powell (@VladTheInflator) December 4, 2024
1.94% of total addresses hold 92.73% of BTC.
Sure there are some exchanges, but BEST case is 2% control 74% pic.twitter.com/6FU8YrZNe8
Professional managers are "all in." pic.twitter.com/pByMlk2Aeb
— Lance Roberts (@LanceRoberts) December 2, 2024
Meanwhile in the office CRE debt market, LOL pic.twitter.com/9WbR8BSeno
— Don Johnson (@DonMiami3) December 1, 2024
According to the CDC’s tetanus surveillance report, the average annual incidence of tetanus between 2001 and 2008 was 0.10 per 1 million population and declining and 15.4% of the 197 deaths (30 people in an 8 year span, at an average overall death rate of 25 a year) were amongst…
— Ó Célleachair 🇺🇸 (@ocelleachair) November 29, 2024
NEWS: Two unnamed Nissan executives said the company has "12 to 14 months to survive."
— Sawyer Merritt (@SawyerMerritt) November 27, 2024
Nissan cut more than 9,000 jobs earlier this month, while simultaneously slashing production by nearly 20%. Nissan's operating profit dropped 85% in Q3. https://t.co/t4hr4DiKLQ
US stocks currently account for 73% of the MSCI World Index, the highest single-country weighting ever recorded in its history.
— Otavio (Tavi) Costa (@TaviCosta) November 28, 2024
This overwhelming dominance reflects how US equities have attracted the majority of global capital, leaving the rest of the world largely overlooked… pic.twitter.com/zCHpdelBk6
"In politics, nothing happens by accident.
— George Hartzman (@antzmrah) November 28, 2024
If it happens, you can bet it was planned that way."
Franklin D. Roosevelt https://t.co/Fgh0yEaYBz
Syrian occupied areas, Bases, Oil Fields, and Influence;
— George Hartzman (@antzmrah) November 28, 2024
Americans in the East controlling the oil fields.
Turkey in the north along its border.
Suncor Elba and Ina Hayan and Jihar in the middle.
The real game is afoot. pic.twitter.com/jwxq20xGpy
1. People who buy connected devices expect them to work, but if a manufacturer stops providing software updates the device can stop functioning.
— Lina Khan (@linakhanFTC) November 27, 2024
New @FTC paper examines the extent to which firms disclose how long they'll keep providing key updates.https://t.co/WskOFpuajP
Your chances of being hunted by a turkey are low, but never zero. pic.twitter.com/F17j7WtHaP
— National Park Service (@NatlParkService) November 27, 2024
"The problem is not people being uneducated.
— George Hartzman (@antzmrah) November 27, 2024
The problem is that people are educated just enough to believe what they have been taught, and not educated enough to question anything from what they have been taught."
Feynman
56% of Americans think stock prices will trade higher over the next 12 months, the most in history 🚨 pic.twitter.com/p9mQCD11sx
— Barchart (@Barchart) November 27, 2024
The most recent Governemnt Financial Report is 2023.
— Frog Capital (@FrogNews) November 26, 2024
There is no slush fund of unobligated money to claw back. It's all on paper.
These clowns barely make payroll.
Stunts and PR aside, the only way to really dent spending is fire people, and reduce entitlement expentitures. pic.twitter.com/07BF1Sqm7R
— Liberty Street News (@LbrtyStreetNews) November 26, 2024
— ERoz (@elhroz) November 25, 2024
Is the Ukraine war really about Russian oil, and vice versa?
— George Hartzman (@antzmrah) November 26, 2024
"Approximately 72% of Ukraine's natural gas and nearly all of its coal production is located in regions that have been contested or occupied by Russia since the start of the conflict."
"The German invasion of Russia… pic.twitter.com/W4jUlnJ4OM
— VANDMAN💔 (@vandman777) November 26, 2024
Time to reflect. pic.twitter.com/xZPx1IKP40
— True Science PEng, DFP, ADFS, MA, MBA. (@socratesccost) November 26, 2024
Inflows to crypto funds pic.twitter.com/UT4ORT4dK0
— zerohedge (@zerohedge) November 24, 2024
Inflows to crypto funds pic.twitter.com/UT4ORT4dK0
— zerohedge (@zerohedge) November 24, 2024
These types of #equity #fund #inflows are not sustainable longer-term. As Sam Stovall once quipped:
— Lance Roberts (@LanceRoberts) November 22, 2024
"When everyone has bought, who is left to buy?" pic.twitter.com/snxhdgN5rv
The fund flows into #leveraged #funds is again hitting records. While leveraging #risk works great on the way up, it also works in reverse. #Retail #investors are setting themselves up for significant disappointment.
— Lance Roberts (@LanceRoberts) November 22, 2024
h/t @thedailyshot @sentimentrader pic.twitter.com/d9ya7EGE1w
A paradox; A nation who printed money advocating for its exchange for an alternative store of value like Bitcoin to protect against the potential erosion of its own currency, caused by the act of over-printing.
— George Hartzman (@antzmrah) November 21, 2024
To hedge against the byproducts of one's own interventions.
Or an…
No comments:
Post a Comment