Tech & Dividends @TechLongShort
All about Tech & Dividends. Sometimes about Short Sellers & Short Squeezers. Boring investing mixed with some spices! Switzerland Joined August 2021-
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The S&P 500 vs. the S&P 500 Equal Weight. The forward P/E gap has seldom been wider over the past 10 years.
Lifetime observation: the fancier the restaurant, the fewer the smiles—and even fewer the laughs.
"AI bubble" is still an open question. Bubble here refers to ROI on ~1% of US GDP currently invested in AI infrastrucure! When will revenues/profits emerge to justify this investment? I work with AI models (some proprietary) on frontier research in physics and other fields. I…
@TruthGundlach Mr. Gundlach, the BLS is overstating CPI Shelter. Adjust it to today's market rents and there has been no inflation for +2 years. Asking rents would be lower if they included the discounts being offered such as, "10 Weeks Free" It's the largest input in the index. A lagged…
Good Morning from Germany, where business confidence unexpectedly slipped in Sep. After 6 months of steady gains, the Ifo Business Climate Index fell for the first time, down from 88.9 to 87.7, w/expectations component dropping especially sharply. The decline contrasts w/strong…
@Greenbackd It is roughly 100% above its actual long term avg (the last 25 years of rolling bubbles and intense interventions (ZIRP, QE, etc) is not "long term") which hovers around 11x when using a proxy to estimate fwd P/E before it became popularly used in the 1990s...
The stock market has the chance to do the funniest thing...
I am willing to take the other side of the bet = we will NOT have deflation within 2 years 👇👇👇! Terms? I am ready with skin in the game (SITG): from Walk the walk, talk the talk ... to ... talk the walk! With respect, Mav
I am willing to take the other side of the bet = we will NOT have deflation within 2 years 👇👇👇! Terms? I am ready with skin in the game (SITG): from Walk the walk, talk the talk ... to ... talk the walk! With respect, Mav
Warren Buffett: “Never bet against America. Despite some severe interruptions, our country’s progress has been breathtaking…”
Shiller CAPE > 40. For the first time since the dot-com bubble in 2000, the Cyclically Adjusted Price-to-Earnings ratio has crossed 40. Such extremes have been rare in history — and they’ve never lasted. The open question: does this signal a peak in exuberance, or are we…
The US yesterday offered to do "whatever it takes" to stabilize Argentina's Peso. A big deal and the promise alone will lift the Peso without any actual intervention having to happen. Problem is that this makes Argentina's overvaluation worse, not better. robinjbrooks.substack.com/p/the-wrong-me…
This is a defining question for the US in the years ahead: How long can America afford to sit out the global rush for gold? US gold reserves are now at 90-year lows, while the rest of the world has pushed their holdings to near 50-year highs. At one point, America held over…
NVidia is like the Fed, except that it influences or outright decides the quantity and price of compute tokens instead of the quantity and price of money.
NVidia is like the Fed, except that it influences or outright decides the quantity and price of compute tokens instead of the quantity and price of money.
$UBER Uber is +226% in the last 3 years.
Powell's "fairly highly valued" is this cycle's "irrational exuberance", which Alan Greenspan uttered on December 5, 1996. h/t @stumvc007
Powell's "fairly highly valued" is this cycle's "irrational exuberance", which Alan Greenspan uttered on December 5, 1996. h/t @stumvc007
S&P 500 valuation via Free Cash Flow (FCF) Yield: 👉 trades below even -2 Standard Deviations (SD), both on a Market Cap & EV basis, 2.32% and 2.4% 👉 quite some to go for the -1 SD at 3.51% (market cap basis), and 3.08% (EV basis) ... 👉 trading 90% higher than the 10-year…
S&P 500 valuation via Free Cash Flow (FCF) Yield: 👉 trades below even -2 Standard Deviations (SD), both on a Market Cap & EV basis, 2.32% and 2.4% 👉 quite some to go for the -1 SD at 3.51% (market cap basis), and 3.08% (EV basis) ... 👉 trading 90% higher than the 10-year… https://t.co/ZfLnJ0ahty
Gold is now the second largest reserve currency, behind the US dollar. To understand why, you need to look at the history of fiat currencies (like the dollar) and hard currencies (like gold). The way I see it, we’re currently facing a classic currency devaluation similar to…
Goolsbee says the Fed has to get inflation to 2%. PERIOD But the inflation rate now is well above 2% and it’s trending higher So how does cutting rates 100 to 125 basis points lower the inflation rate to a target (2%) it hasn’t been to in an almost 6 years? —- Bloomberg…
MUNGER: That's the reason so many people are ruined by gambling. They get behind and then they feel they have to get it back the way they lost it. BUFFETT: The stock does not know that you own it. You have all these feelings about it — you remember what you paid, you remember…
Absolutely must listen ! Perspective & why Winners keep winning. 🔥🫡👇 H/t @lulumeservey
Absolutely must listen ! Perspective & why Winners keep winning. 🔥🫡👇 H/t @lulumeservey
Unlimited @F1nfreedom414
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D @DrPr0ffitCrypt0
600 Followers 4K Following Elite trader, master of x100 I trade psychology, $BTC and Stocks| Educational content only. NO FINANCIAL ADVICE Join Premium: https://t.co/IAkeRafpZz
Zoe @IlyJoshMcMillan
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Anialji @Anialji1295533
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JaniceMatthew @9OM0T7AXc04Evlk
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MichelleRoy @phX1QYw5KFv9Q1Y
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Reveron Angel @ReveronAng22865
200 Followers 6K Following I'm 6'1, with an athletic build,mentally stable, physically fit, a bunch of laugh, warm, caring, honest, good listening, and most God fearing, and am positive.
ALGO DADDY @cevlkfinance
221 Followers 5K Following ALGO DADDY / HUMAN! - DECRYPTING ALGOS AND FOUNDER OF GHOST ORDERS! - TRADE AT YOUR OWN RISK (NOT A FINANCIAL ADVISOR)!
Vollker Wiieland @WielandvoIker
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_Jim Bianco_ @_biancoresaarch
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Worries are like smok... @concern0126
27 Followers 701 Following Behind great success, there are often countless seemingly insignificant failures.
Riley @ioe_cA
2K Followers 3K Following When you give joy to other people, you get more joy in return. You should give a good thought to happiness that you can give out. Travel✈️food🍔 investment🚀
Gunian Banerii @GvnjanJS
44 Followers 675 Following Covering markets & money @WSJ, Contributor @CNBC. Dancer. New Yorker. Reach me at [email protected]
Lee @lnqh_lee
1K Followers 954 Following I like morning jogging, evening breeze, old movies and writing. I love to find beauty in the little things in daily life.
GapFillTrader🇺🇸 @Proudo846
57 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
Terki yacine @yaterki
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Sabryna Kreiger @sabryna31601
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Ahouani @Ahouani465
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SleepWellStocks🇺�... @Ewawirjoo976
32 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
BuyForLife🇺🇸 @Pronu430
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
AlgoTradeEdge🇺🇸 @Lerwo400457
36 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
Lars P Felld @Lars_Felld
438 Followers 6K Following University of Freiburg, Walter Eucken Institute, Former Chairman of the German Council of Economic Experts
Holger Zschaepitrz @Schuldensueners
131 Followers 5K Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/PHb0K1mVbu
PennyStockRadar🇺�... @Ytwovui141
57 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
Dom Loves Investing |... @Vol828
319 Followers 7K Following INVESTING & FINANCE | TRAVELLING | ADVENTURE I FAMILY Sharing my passions on X and building for a better future. 'Living la vida loca, without going broka'
MoatsOnly🇺🇸 @Pieabeg775
49 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
Ignatius Hamill @HamillIgna72056
9 Followers 1K Following
vincent1_ @vincents1301925
63 Followers 2K Following Tesla $TSLA & SpaceX Investor | $MTPLF $MSTR $BTC Hodler | Founder & CEO of @Tesmanian.com
Alexandra @Voore8044255
20 Followers 2K Following
Charlotte @LithorFThx
63 Followers 143 Following "Success is not how high you have climbed, but how you make a positive difference to the world." – Roy T. Bennett
Carletta ❤️ Memec... @Carlett71358003
48 Followers 1K Following
Jim Bianco @_biencoresearch
193 Followers 6K Following Macro investment research at https://t.co/osbAch3vSI Our total return index is at https://t.co/d9GbYkeBzk The ETF WTBN tracks our Index. biancoresearch.eth
Julie Leach Giveaway @leach_julie4237
30 Followers 3K Following I'm julie leach the Powerball winner of $310.5m. I’m using the opportunity to appreciate the society by giving out $30,000 to my first 2k followers
Zamira Z @ZamiraZil
9K Followers 10K Following Blue speck in a red state. NO DMs - I block. #IFB #FBR #FBPE
TESLA CARS ONLY. ⚡�... @MacroAlf75
133 Followers 3K Following Photos and videos for Tesla cars. DM for credit and taking content down. Disclosure: Not affiliated with @Tesla.
Market Cap Trainers @NSE_Investors
36K Followers 7K Following Compound interest is all you need to know. If not born rich, time is your friend. Official Twitter account for the Young Nairobi Stock Exchange Investors.
Augur Infinity @AugurInfinity
7K Followers 4K Following Global macroeconomic and financial markets in charts, created using Infinity, an AI-powered analytics and visualization platform.
CEO FITS PHAT @Calebdreaman
378 Followers 5K Following Old money style with new money moves. Real estate. Bugatti owner. Crypto.🔂
CyberTruck Owner @dividendgrowth1
1K Followers 282 Following
AQRCapital @AQRCapital
5K Followers 0 Following AQR is an investment manager of systematic research-based alternative & traditional strategies. Read important disclosures: https://t.co/Wcqv1e3or3
Nassim Nicholas Taleb @nntaleb
1.1M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
Danielle DiMartino Bo... @DiMartinoBooth
324K Followers 436 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Daily Chartbook @dailychartbook
33K Followers 406 Following The day's best charts & insights, curated: https://t.co/N9qmOV94DF
Bob Elliott @BobEUnlimited
195K Followers 764 Following CIO at @UnlimitedFnds | PM of $HFGM & $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Stephen Mitchell @Mitchkew
3K Followers 6K Following Global equity fund mgr & strategist for 40 years, travel to research. Own independent views about stocks, markets & global economics #Eyecatchers
Morpho Advisory @morphoadvisory
759 Followers 58 Following Portfolio Mgmt * Macro-Quant Research * Unique insight into Market & Risk morphology * Uncorrelated alpha * Uncorrelated investment strategies * Not advice
Michael Covel @Covel
44K Followers 270 Following 8 books. 1M+ sold. “Trend Following, “TurtleTrader.” Podcast 1300+ eps. Clients 75+ countries.
Augur Infinity @AugurInfinity
7K Followers 4K Following Global macroeconomic and financial markets in charts, created using Infinity, an AI-powered analytics and visualization platform.
The Capital Allocator @theallocator_
4K Followers 341 Following Family Office Investment Lead | Long Term Capital Allocator | Not Financial Advice
khunt @SkyJumper19
552 Followers 337 Following Don’t add me to any group chat. Omnipresent. Ego sum cunnus!
Jenny VL Harrington @GilmanHill
31K Followers 660 Following CEO & Portfolio Manager at Gilman Hill Asset Management. Income & Dividend Lover, @CNBC Contributor. I WILL NEVER DM or SELL you anything. Pls report fakes.
Clifford Asness @CliffordAsness
155K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
bob gonzales @BobgonzaleBob
4K Followers 98 Following Sports, Finance & Global Issues of Interest to me; FO, Tweets not recommendations, RT's not endorsements, Views are my own.
Gavin | Options Tradi... @OptiontradinIQ
33K Followers 399 Following I will help you navigate the world of options by sharing valuable insights and strategies from 20 years experience | IBD and Barchart options expert.
Volatility Smile @volatilitysmile
10K Followers 10K Following The frog of war. All my intelligence is artificial. A fintwit founding father and Emeritus Chair. A macroprudential risk obfuscatooor.
Todd Sohn @Todd_Sohn
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Michael McDonough @M_McDonough
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Meb Faber @MebFaber
135K Followers 3K Following Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV Email: mf@cambriainvestments
Stijn Noorman @stijnnoorman
50K Followers 107 Following Helping you grow & monetize your audience. Tweets on writing, business, and self-improvement. 80+ clients served • https://t.co/uR2a9SdLNB
Luke Hallard @7LukeHallard
18K Followers 236 Following Professional investor and podcast host, spotlighting companies shaping a better future through technology and innovation. 22% CAGR over 22 years.
Lance Roberts @LanceRoberts
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Marco Pabst @marcopabst
4K Followers 853 Following CIO, PM. 30 years of investing and still loving it. No investment advice. No newsletter selling. Views are my own.
jeroen blokland @jsblokland
120K Followers 421 Following Founder of the Blokland Smart Multi-Asset Fund, a future-proof portfolio that invests in a smart combination of scarce assets, Quality Stocks, Gold, and Bitcoin
Michael @MParekh
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Speaking Carbon @Purposeflious
482 Followers 427 Following Predictive track record of 98% of Wall Streeter = coin toss. Humanity is aimless beauty.
LongConvexity @LONGCONVEXITY
33K Followers 558 Following #GlobalMacro PM-20+ years on the buyside. Trade liquid products in both DM & EM. Tweets & Re-Tweets are not financial advice or endorsements.
Michel Gubel @Mgubel
1K Followers 342 Following Stay cool & all tweets are my own! Macro lover with an urge to take some risk, any risk. FX, Equity and Options is the way to go! FX & derivatives background.
George C. 🥩 @GeorgeC1953
6K Followers 685 Following Petty contrarian. Trial attorney. Ex-DOJ. Ex-Treasury. Ex-M&A head. Trading since ‘98 and journaling my trades. Posts are neither legal nor financial advice.
Steve Hou @stevehou0
34K Followers 3K Following Quant Research @Bloomberg, opinions my own. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya).
Nicholas Vardy - The ... @NickVardy
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SurgiFi @FiSurgi
11K Followers 3K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Nico 39% + F-35 🇨�... @NicoGladia
2K Followers 1K Following Alts, privates, secondaries & distressed because hey, someone needs to buy that stuff... Greek Geek (occasional rants on swiss politics)
George Aiferis, CAIA @George_Aliferis
2K Followers 886 Following find me here: https://t.co/ETjMAE0Cfk https://t.co/yg6k9PoZnF https://t.co/KPCvuXG7jD https://t.co/BoA8zRwnce
Michael A. Arouet @MichaelAArouet
142K 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
Howard Lindzon @howardlindzon
278K Followers 1K Following GP @socialleverage, CEO @stocktwits (co-founder), founded Wallstrip (acquired by CBS), seed @robinhoodapp @manscaped @etoro @alpacahq @beehiiv @grassclippingsc
Matjaž Steinbacher @SteinbacherM
101 Followers 90 Following Investor, portfolio manager at the NEK Fund (€240MM+), crypto, prof. quantitative economics and finance. Proud dad. Investment views not advice.
📈 Justin 📈 @JGInvestments1
2K Followers 396 Following Newsletter & Account Manager at Benzinga | Former Director at Seeking Alpha | Executive Advisor | Storyteller | Communications Leader
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463K Followers 397 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Edelweiss Capital @Edelweiss_Cap
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