Mike Singleton, CFA @InvictusMacro
Founder/CIO at https://t.co/frSNaHyFAX - we’re building something special - join the waitlist now … https://t.co/L4S5GnVVhn invictusresearch.ai Joined September 2021-
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Mike Singleton, CFA retweeted
I LOVE Mikes work. He understands there is wisdom WITHIN the market and doesn't force his wisdom upon it. Great chart.
I LOVE Mikes work. He understands there is wisdom WITHIN the market and doesn't force his wisdom upon it. Great chart.
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Autumn seasonal weakness in the first year of the Presidential Cycle tends to be more extreme than average Since 1928, the September win rate is just 42%(n=24)... Yikes Obviously, that's not to say we're headed for a recession, but some volatility in the coming months would be…
Autumn seasonal weakness in the first year of the Presidential Cycle tends to be more extreme than average Since 1928, the September win rate is just 42%(n=24)... Yikes Obviously, that's not to say we're headed for a recession, but some volatility in the coming months would be… https://t.co/b5Hen6WHYz
Speaking of labor market fragility, the corporate hiring rate is currently recessionary Actually, it's lower than at any point during the '01 recession Policymakers have to be very careful here
Speaking of labor market fragility, the corporate hiring rate is currently recessionary Actually, it's lower than at any point during the '01 recession Policymakers have to be very careful here https://t.co/Q0hSKL4kgT
It's always encouraging to see growth estimates getting revised lower as consumer discretionary stocks lead the market higher Given the choice between trusting the consensus, or the market... we'll take the market every time Usually when the discretionary staples ratio is…
Momentum is fairly well-documented as a high-performing, uncorrelated investment style over time; however, allocators are often hesitant to deploy capital toward it... Why? BIG left tails, as you can see below So - is there a way to USE momentum to earn superior returns over…
Momentum is fairly well-documented as a high-performing, uncorrelated investment style over time; however, allocators are often hesitant to deploy capital toward it... Why? BIG left tails, as you can see below So - is there a way to USE momentum to earn superior returns over… https://t.co/1igUlJNHeA
❓❓ Gold vs bonds ❓❓ Unpopular truth: historically, 10-year notes have been a better diversifier than gold against a portfolio of stocks... Should they be left for dead?
Why does it look like homebuilders have bottomed? If we're going to see growth continue to slow (or a recession), one would expect to see underperformance from builders Not happening despite terrible data Interesting $XHB
Consumer staples continue to lag Historically, that's a good thing When Staples are lagging, $SPY compounds >20%
There's a great deal of hand wringing about tariffs, and the impact they're having on the US economy Here's the answer: import prices since Liberation Day are up about +55 bps (0.55%) That's a little high relative to history, but not unheard of (80th percentile)... And…
We have noted before that September is a seasonally weak month for stocks (and some other risk assets) But what does an average drawdown look like for stocks in September? 5-7% tends to be the range, historically $SPY
We have noted before that September is a seasonally weak month for stocks (and some other risk assets) But what does an average drawdown look like for stocks in September? 5-7% tends to be the range, historically $SPY https://t.co/VZbCUQUQWT
When liquidity/credit conditions are supportive, good things tend to happen for stocks Or, more to the point, bad things tend NOT to happen
Despite tariffs, global supply chains seem *totally fine* The FRBNY's Global Supply Chain Pressure Index is currently reading ZERO In other words, goods inflation is likely "contained" for the next couple quarters Don't hear many folks talking about this right now
Despite tariffs, global supply chains seem *totally fine* The FRBNY's Global Supply Chain Pressure Index is currently reading ZERO In other words, goods inflation is likely "contained" for the next couple quarters Don't hear many folks talking about this right now https://t.co/HZbRDQjOrQ
The long thesis for Bitcoin $BTCUSD $IBIT $GBTC
Ian McMillan, CMT @the_chart_life
129K Followers 594 Following Technical Analysis | PM @adaptiv | ETF $ADPV @ADPV_ETF | Children’s book author | Alum @UofSC & @Citadel1842 | Tweets are not advice
Le Shrub🌳 @agnostoxxx
135K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Michael A. Arouet @MichaelAArouet
141K Followers 1K Following Compounding. Economy & politics, investing, charts and irony. No investment advice. Watch out impersonators. I’m not on Threads, Telegram, Bluesky, Facebook etc
Callum Thomas @Callum_Thomas
132K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
PiQ @PiQSuite
125K Followers 7K Following Go To @PiQNewswire For 24/7 Breaking News • Check Out https://t.co/VmD0voJnlH • Partnered With @PepperstoneFX - A Better Way To Trade → https://t.co/tZJHixSi2F
Brian G @alphacharts
11K Followers 229 Following Catch the big trends & keep it simple. Elec Engineer and CFA. Entered markets in '99. StockTwits since '11. Not investment advice.
Alexander Stahel 🌻 @BurggrabenH
106K Followers 5K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)
Simon Ree @simon_ree
53K Followers 1K Following I trade setups, not opinions | 25yr career at Goldman & Citi | Trader | Speaker | Bestselling Author | Jeet Kune Do Instructor | Tweets not financial advice
Steven Strazza @sstrazza
23K Followers 1K Following Recovering Corporate American. Passion for Markets & Ties to Tax. Love 10-Ks the Ocean & Charts. Stay Hungry. Stay Foolish. Chief Mkt Strategist @allstarcharts.
Grant Hawkridge @granthawkridge
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Jack Farley @JackFarley96
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David Zarling, CMT @AdaptivCharts
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Prometheus Research @prometheusmacro
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Branden DuCharme, CMT @BrandenDucharm3
637 Followers 455 Following since I say Tweets aren’t advice, I can now give liability free advice. I think that’s how it works here.
Dylan @dylanmccville
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Christopher Adair @RiadaChrisgo
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Mill Capital @Capital_Mill
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100 Followers 127 Following Documenting my early 20's journey Investing/Trading, Nutrition, Fitness, Books, Intrusive Thoughts
Harry ‘Max’ Hazel... @hm_hazell
203 Followers 649 Following I speak for no organization nor person beyond the one that wears my shoes. Stock market, conservation, train junkie, Army/Navy vet. #BigBlueNation
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64 Followers 158 Following
J Dawg Esq. @J_Kane
3K Followers 948 Following Distinguished esquire. Market guru. Lone wolf. Extremely normal.
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129 Followers 265 Following Wealth Manager | Trader | Market Technician | Owner - Pacific Private Wealth | Mt Shasta, CA
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Daniel @WestNyc1
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Michael Quinones @MikeQuinones_
151 Followers 211 Following 24 year old engineer & investor. $NVDA, $TSLA, $PLTR, $HOOD bull
SniffingGains @SniffingGains
295 Followers 159 Following I’m not addicted to the markets.. I’m committed. Over 12 years of experience. Posts are personal opinions, NOT financial advice
Jaws @JawsMJ
1K Followers 97 Following 𝔈𝔵𝔭𝔢𝔯𝔱 𝔬𝔫 𝔈𝔵𝔭𝔢𝔯𝔱𝔦𝔰𝔪 🦈 c̴a̴t̴c̴h̴i̴n̴ ̴t̴h̴e̴ ̴w̴a̴v̴e̴🦈 Pᵣᵢ𝚌ₑ & ₒ𝐩𝚝ᵢₒ𝚗 ₐ𝚌𝚝ᵢₒ𝚗 🐋 ℑ𝔫𝔣𝔬𝔯𝔪𝔞𝔱𝔦𝔬𝔫al 𝔓𝔲𝔯𝔭𝔬𝔰𝔢𝔰 𝔒𝔫𝔩𝔶
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142 Followers 216 Following
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MarciaAnna @77t8lZ84nC6t9Wu
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Glücksfunke @8aUp0qytPwb3LPV
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265K Followers 2K Following Macro, investing and geopolitics. Steno Research is joining @RealVision 🍾🍌
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Liz Ann Sonders @LizAnnSonders
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Ian McMillan, CMT @the_chart_life
129K Followers 594 Following Technical Analysis | PM @adaptiv | ETF $ADPV @ADPV_ETF | Children’s book author | Alum @UofSC & @Citadel1842 | Tweets are not advice
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Willie Delwiche, CMT,... @WillieDelwiche
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Le Shrub🌳 @agnostoxxx
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Brian Shannon, CMT @alphatrends
367K Followers 823 Following Trader, Author, Orophile, Technical Analysis Multiple Timeframes https://t.co/E4cQoeciFC Only Price Pays® Maximum Trading Gains w/⚓VWAP https://t.co/rmxw8emI6d
Michael Green @profplum99
209K Followers 1K Following Chief Strategist Simplify Asset Management | PM of top ranked high yield ETF, $CDX. Not investment advice
Eric Basmajian @EPBResearch
124K Followers 269 Following The economist who works for you, not Wall Street | Founder of EPB Research specializing in business cycle analysis for asset managers & cyclical business owners
Callum Thomas @Callum_Thomas
132K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
PiQ @PiQSuite
125K Followers 7K Following Go To @PiQNewswire For 24/7 Breaking News • Check Out https://t.co/VmD0voJnlH • Partnered With @PepperstoneFX - A Better Way To Trade → https://t.co/tZJHixSi2F
ʎllǝuuop ʇuǝɹq @donnelly_brent
87K Followers 874 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Walter Deemer @WalterDeemer
112K Followers 99 Following Retired institutional market analyst (1964-2016)
Ryan Detrick, CMT @RyanDetrick
192K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Manage more than $5 billion for clients
Mike Zaccardi, CFA, C... @MikeZaccardi
63K Followers 86 Following Financial writer. Markets & charts. Subscribe for exclusive charts, a daily insight, and a follow-back. Open to freelance or full-time work.
Kantro @MichaelKantro
103K Followers 828 Following Chief Investment Strategist @Piper_Sandler. Ranked Wall Street's #1 Portfolio Strategist (II, '24). #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
Andy Constan @dampedspring
174K Followers 359 Following https://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Joseph Wang @FedGuy12
193K Followers 612 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
TrendLabs @theTrendLabs
218 Followers 5 Following TrendLabs is home to Everybody’s Wrong, the daily eletter that ditches headlines for hard-hitting charts. Sign up here: https://t.co/e8RCjPwTZt
Adam May @A_May_MD
16K Followers 97 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
BlindSquirrelMacro @SquirrelMacro
9K Followers 2K Following "Macro for Civilians". Searching for acorns in the market for over 30 years. (https://t.co/mgOvPYwOAi). If nothing stops this train, I'll hop off!
Richard @PGC1a_RB
14K Followers 981 Following Scholar Athlete, Bro-Scientist, Grey Thinker | 💯club | Not Medical Advice | PGC1α maximalist | Research Purposes Only (I am the research)
Edward Badgette @acrimonyand
5K Followers 2K Following A Planter’s Son. The movie never ends, it goes on and on and on and on.
David Levenson. It's ... @levenson_david
16K Followers 77 Following How Fixed Income affects equity. ZIRP before QE. Powell can't stop the 7/10/24 AI bear market #B7C3 Not Advice. On Apple Podcasts https://t.co/gdYBN2mvsp
Hoop Herald @TheHoopHerald
83K Followers 4K Following • Unbiased Basketball Content For Every Level • Business Inquires [email protected]
Stan Druckenmiller @standuquesne
36K Followers 13 Following
©️redit From Ⓜ�... @Credit_Junk
14K Followers 980 Following Prop. Trader - Global Macro, Fixed Income (G10 govies and credit) - CFA Charterholder https://t.co/ud0FsanIo6
SilverFoxLeo @BowTiedHRT
12K Followers 539 Following 53 y/o Fitness and Wellness Polypharmacy Alchemist. Book your consult for a fully customized plan grounded in Science, not Hype. Always be better. ♌️☀️PLUR
Jay Campbell @JayCampbell333
27K Followers 1K Following I AM Optimizing Health & Raising Consciousness | Join My Group & Learn to Connect w/your higherSELF | https://t.co/bch6MCigJi
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BowTiedCocoon | Sales... @BowTiedCocoon
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46K Followers 1K Following Not Financial Advice Insert extremely corny quote here
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19K Followers 14 Following Investing @ https://t.co/FgZtpZ9qjG Lead pre-seed rounds in deep tech companies
JA @AitkenAdvisors
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310K Followers 8K Following https://t.co/vJE5wyFDrX https://t.co/GUy99qMi2O - join our Discord! e/acc
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Aly Dee @realfemsapien
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Donald Schneider @DonFSchneider
7K Followers 1K Following Deputy Head of US Policy at Piper Sandler. Tweets on public policy and the economy. Formerly Chief Economist @waysandmeansgop. Personal views only.
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409 Followers 853 Following
Alpha_Ex_LLC @Alpha_Ex_LLC
16K Followers 981 Following Alpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry
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1K Followers 148 Following Multi Cancer Survivor | Owner of Elite Health | Broken Body Rebuilder | Peptide Enthusiast | Bacteria Aficionado | NMA
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74 Followers 150 Following
Mg2+ Papi, the BowTie... @Grimhood
134K Followers 1K Following Teaching Self-Care of what, why, and how to care for yourself when medical system pharma isn’t resolving personal health issues | 100%Naturals Cofounder
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Simon Kaggwa Njala @SimonKaggwaNjal
679K Followers 11K Following Unapologetically, Authentically and Catholicly Me. The true #WhyAreYouGay meme face/@nbstv (NBSMorningBreeze )| instagram: @simonkaggwanjal
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145K Followers 1K Following Tradition is not the worship of ashes, but the preservation of fire | Co-Founder of @TAmTrib | WASP
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2K Followers 549 Following
Sahib Singh @sahibcantsingh
83K Followers 539 Following standup comedian and writer. TOUR DATES/Tix👇
💯D👀KS💯 @freedooksX
13K Followers 2K Following Founder of 💯club💯 | Life is too short to be a soft little bitch | Yeah it's me | ❤️@MRSDOOKS | #DOWORKSON
AntiDoc | Mass Mentor @antidoc32
29K Followers 292 Following || Get Jacked, Get Lean, Get There Easier || Anabolics, Training, Nutrition || Disciplined Hedonism || DM to work with me 1-on-1 || never medical advice ||
BowTied Biohacker @BowTiedUM
113K Followers 333 Following CEO of DHT | Andrologist | Social Memory Complex | Decentralized Science+Medicine #BTC | Elevate Your Consciousness & Unlock the Übermensch -Not Medical Advice
Feanor @nimgaladh
72K Followers 364 Following 3d enthusiast | posting art • Speak Friend and enter • for Ads, Promotion / DM or E-mail: [email protected]
ErikDPrince @realErikDPrince
558K Followers 2K Following Podcast: Off Leash with Erik Prince Author: Civilian Warriors
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1K Followers 1K Following We are bringing together traders of all levels for insights into the real trading world. We don’t sugarcoat the truth as it provides the most valuable lessons.
Mr Neutral Man aka "H... @Mr_Neutral_Man
10K Followers 1K Following Value investing and leg day are both about your capacity to suffer. BBQ Dad of the Rockaways! Free newsletter [email protected]
Optuma @Optuma
10K Followers 438 Following Empowering Traders, Analysts, and Portfolio Managers to discover unique market opportunities with powerful software and valuable education.
k9_reaper | T.I.A @k9_reaper
111K Followers 2K Following Just a man - trying to stop the collapse of South Africa whilst documenting its decline | NoExfil | it's all a psyop | Patriot 🇿🇦Trends for United States
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