Alexandra Semenova @alexandraandyc
US stocks & investment strategy reporter @business. Formerly @yahoofinance, @FT specialist publications. Proud public school girl. Must love dogs. Views my own. reverbnation.com/dafaculty © New York, Joined March 2012-
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S&P 500 Climbs 5.9% for Week, Best Since November 2022 Russell 2000 Soars 7.6% for Week, Best Since February 2021 Sentiment check via @Matt_Turnerr
I genuinely don't know how I lived life before having Bloomberg Terminal access
"The bubble that has burst in 2022 & 2023 is the bond bubble. The asset class most bubble-like in 2023 is AI & the Magnificent 7 Big Tech monopolies/oligopolies, which until recently accounted for 90%+ of all the market cap gains in the S&P 500 this year" -BofA's Michael Hartnett
Per Stuart Kaiser at Citi's Trading Desk: In 22 auctions since start of 2022, avg. move has been +/-97bps. Smaller than on FOMC (+/-1.3%), CPI (+/-1.5%) over past 2 years, but larger than Jobs (+/-0.8%), ISM (+/-0.6%). Returns on 10-year auction dates show similar results
Per Stuart Kaiser at Citi's Trading Desk: In 22 auctions since start of 2022, avg. move has been +/-97bps. Smaller than on FOMC (+/-1.3%), CPI (+/-1.5%) over past 2 years, but larger than Jobs (+/-0.8%), ISM (+/-0.6%). Returns on 10-year auction dates show similar results
Bond sales are the new Jobs day for stock pros The S&P 500 has moved ~1% in either direction on days of Treasury auctions over the past two years, eclipsing the swing seen during nonfarm payroll releases, per Citigroup data. w/ the amaze @denitsa_tsekova bloomberg.com/news/articles/…
This week has felt like three weeks
Waiting for some DJ to drop this into a set
Waiting for some DJ to drop this into a set
Never gets old
Twitter can be really helpful to gauge market sentiment. A long time ago I used to think watching “business news” on basic cable was a good way to gauge sentiment. But it turns out that was too much of a waste of time. Twitter is easier, quicker and more reliable if done right.
The Morning Show - October 17
All it took was a sideways range in Healthcare the past 2 years for investors to forget just how important these stocks are to the US Stock Market allstarcharts.com/your-unlikely-…
One of my favorite days of the year is when the annual Stock Trader’s Almanac arrives! @AlmanacTrader
I can’t believe the economists got it wrong.
The way to make money in dividend stocks is NOT to buy stocks that pay high dividends. That’s actually one of the best ways to lose money. We want to look for buys in companies with the ability to raise their dividends every year. allstarcharts.com/young-aristocr… (5-9 years is sweet spot)
Lemon pepper. I’m telling you

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