Bespoke @bespokeinvest
Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O bespokepremium.com/interactive/le… Harrison, New York Joined April 2009-
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Microsoft revenues were 2% higher than expected with all units beating consensus. Read more in tonight's Closer: bespokepremium.com/interactive/po…
Key Events Tomorrow (ET) 1 PM: Baker Hughes Rig Count For more details, start a trial at bespokepremium.com.
Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Aon $AON Autoliv $ALV AutoNation $AN Ball $BALL Centene $CNC Charter Comm $CHTR Chevron $CVX Colgate-Palmolive $CL Exxon Mobil $XOM HCA $HCA LyondellBasell $LYB Phillips 66 $PSX Roper $ROP T. Rowe Price $TROW After the…
With natural gas prices down 35% and oil prices up 15% in 2024, the ratio of oil prices to natural gas prices has crossed above 50 for just the second time since 1990. The only other time the oil to natural gas ratio has been above 50 was during a 12-day stretch in April 2012.
The Nasdaq 100 ETF $QQQ was down 1.7% on the day at its lows this morning. After-hours, it's trading up 0.8% versus yesterday's close.
Wow, even Snap $SNAP is up 25%+ on earnings! This is a stock that has fallen sharply on each of its last 7 quarterly reports. 4/26/24: +26.0% ✅ 2/7/24: -34.6%🔻 10/25/23: -5.4%🔻 7/26/23: -14.2%🔻 4/28/23: -17.1%🔻 2/1/23: -10.3%🔻 10/21/22: -28.1%🔻 7/22/22: -39.1%🔻
META loses over $100 billion in market cap last night, GOOGL adds $200 billion tonight.
Alphabet has declined on the day after five of its last six earnings reports, including the last two with declines of 9.6% and 7.4%, respectively. $GOOGL
Newmont is up over 13% in reaction to earnings for its best day since 4/9/20 and its best earnings reaction day since at least 2001. $NEM
After shedding $183 billion in market cap at the open, META has recouped $57 billion of that since the open.
There were more bears than bulls in @AAIISentiment's weekly investor sentiment survey for the first time in 24 weeks. That was tied for the longest streak with more bulls than bears since 2015. It doesn't take much to send bulls scurrying.
The U.S. fertility rate fell to 1.62 births per woman in 2023, a 2% decline from the year before. It is the lowest rate recorded since the government began tracking it in the 1930s. wsj.com/us-news/americ…
Don't see the Nasdaq 100 $QQQ down over 1% and the semis $SMH up over 1% on the same day too often. So far today: $QQQ: -1.2% $SMH: +1.6%
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Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucHelene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIALisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8EnCallum Thomas @Callum_Thomas
116K 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.Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment adviceAndy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is adviceBen Carlson @awealthofcs
255K Followers 716 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLvCarter Braxton Worth @CarterBWorth
116K Followers 289 Following CNBC’s Chart Master CEO/Founder of Worth Charting LLCKantro @MichaelKantro
86K Followers 805 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial AdviceThomas (Tom) Lee (not.. @fundstrat
281K Followers 664 Following @fs_insight Head of Research @CNBC Contributor. FSInsight Premium Service: https://t.co/PnfDpeowuh Wikipedia: https://t.co/8QsXKpzGT7 Alma Mater @WhartonSpotGamma @spotgamma
107K Followers 189 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…Seth Golden @SethCL
35K Followers 597 Following I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom GroupLawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReportEric Balchunas @EricBalchunas
265K 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.Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsementMichael A. Arouet @MichaelAArouet
74K Followers 764 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”satx-金马 @satx152023
22 Followers 69 Following I graduated from Shandong University, studied MBA in Asia International Open University, studied pharmacy in Weifang Medical College, worked in Johnson&JohnsonEugene Ang Pin Hao @EugAPH
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140 Followers 630 FollowingMaster.K @Master_K94
0 Followers 8 Followingelitetitan @Fspeculations
160 Followers 269 FollowingCharles Malone @horsedragon60
2K Followers 7K Following My daughter and I are learning as we go. I am going to ensure she has a good and safe life. If i follow you then you should follow me back. please be fairprofosör BBY @FatmaDibud87232
14 Followers 297 Following PROFOSÖR DOLANDIRICI BEN BÖYLE BİR YAVŞAĞIM EN SON PCİLT HİSSESİNİ PAZARLADIM KÜÇÜK YATIRIMCIYI MAĞDUR ETTİM 35 M TL PARAALDIM HASAN MEŞE DENBud McKnight Seeds @budmcknightseed
1K Followers 2K Following Providing high quality seed genetics & agronomic services. Solid agronomic experience through farming corn & soys in the Roland/Homewood area. Adam McKnightmuhammad fikridiin os.. @FikridiinOsman
19 Followers 360 FollowingBassem Nemeh @BassemNemeh
171 Followers 2K Following Interested in financial markets, emerging markets, trade. Mostly tweeting tidbits from whatever I'm reading. ex @CarnegieMECChris @ChrisPark1989
200 Followers 757 FollowingMalik Thiam @malik_thia83143
0 Followers 3 Followingiloveredbeans @iloveredbeens
1K Followers 831 Following 勉強嫌いの子供に自ら学ぶ姿勢を見せるんだ!と英語学習しているうちに趣味になったママ。和菓子大好き🍡#カランメソッド stage12まで修了・ネイティブキャンプで受講中😍https://t.co/nnPxRf2d4T…から体験可能&Amazonギフト券5000円もらえますphilidue @philidue97
44 Followers 59 FollowingBhovwtik 𝕏 @thisis_Cobra
6 Followers 137 Following Welcome to my 𝕏. I spark creativity & ignite action through my content. Success is not about what you achieve, it's about what you inspire others to do. -TateJeff Lee @roscoeats384
2 Followers 737 FollowingShoryu @charly323512
252 Followers 998 FollowingGeorge Vlassis 🇬�.. @gurugeopolitics
188 Followers 4K Following Monitoring the global geopolitical, economic,geoeconomic&military spectrum.🔥🌊🚀 (Rts/tweets/follows/likes not necessarily=endorsement). I love science&space🌌ALAN CRUZ ROMERO @ACRom1995
0 Followers 24 FollowingRajnish Tiwari @RajnishTiw76389
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2 Followers 26 FollowingEducated Therapist - .. @Eslamabdullah_1
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17 Followers 60 FollowingNocturnal Minimalist @NocturnaMinimal
10 Followers 472 Following "Do not go gentle into that good night. Rage, rage against the dying of the light" Go where it's darkest.Errant Equities @errantequities
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133 Followers 109 FollowingSteven @NevetsSt
63 Followers 68 Following army vet, electric motor tech and automotive tech. Just started growing cannabis any tips is highly appreciated!JH L @JHL136434
2 Followers 8 FollowingNico Cruz @cruzinfas7
18 Followers 259 FollowingLiz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucHelene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIALisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8EnCallum Thomas @Callum_Thomas
116K 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.Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment adviceAndy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is adviceDavid Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzpBen Carlson @awealthofcs
255K Followers 716 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLvLance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHRThomas (Tom) Lee (not.. @fundstrat
281K Followers 664 Following @fs_insight Head of Research @CNBC Contributor. FSInsight Premium Service: https://t.co/PnfDpeowuh Wikipedia: https://t.co/8QsXKpzGT7 Alma Mater @WhartonSeth Golden @SethCL
35K Followers 597 Following I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom GroupLawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReportChristophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsementClifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.Ian McMillan, CMT @the_chart_life
113K Followers 672 Following Technical Analysis | Buy side @adaptiv | ETF: $ADPV @ADPV_ETF | Author: https://t.co/tuGfdGOurW | Alum @UofSC & @Citadel1842 | Tweets are not adviceChris Ciovacco @CiovaccoCapital
75K Followers 541 Following Founder & CEO Ciovacco Capital Management.Ivan the K™ @IvanTheK
61K Followers 613 Following Lead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet with a grain of sea salt. Not opinions of Bridgewater LLC.Paul Finebaum @finebaum
725K Followers 86 Following The New York Times bestselling author & ESPN commentator - seen daily on the SEC Network & heard on ESPN Radio and Sirius XM Channel 81 (3-7 pm ET).Josh - The Value Inve.. @InvestwithValue
1K Followers 379 Following 5+ Years in the Stock Market📖 | 19.7% average Annual Return📈 | 1000s of hours spent on Reading & Analysis💰Gina Martin Adams @GinaMartinAdams
16K Followers 787 Following Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a division of Bloomberg LP, and is based in New York, NY.CNBCOvertime @CNBCOvertime
46K Followers 106 Following Closing Bell Overtime airs 4-5p ET with @jonfortt & @MorganLBrennan, tackling late-breaking news and after-hours action with the biggest names on the Street!Dan Niles @DanielTNiles
84K Followers 34 Following Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.Dan Ives @DivesTech
110K Followers 304 Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALRRebecca Picciotto @beccpicc
410 Followers 575 Following politics reporter @cnbc | bylines also @wsj @northjersey @AmherstStudent | she/herFrog Capital @FrogNews
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1K Followers 2K Following Sr. Director of AI Data Science at ⚡️@Lemonade_inc ⚡️ex VP, AI @Citibank | ex Intel AI products | @TechnionLive Graduate #AI #DataScience #ML #InsurtechYale Baseball @YaleBaseball
21K Followers 267 Following The Official Twitter Account of Yale Baseball. 2017 Ivy League Tournament Champions. Back to Back Regular Season Champs ('17, '18). #ThisIsYale @YalebsbrecruitBernie Rayno @AccuRayno
38K Followers 2K Following Chief Video Meteorologist for @AccuWeather -Penn State Meteorology Proud (1990)-Eat,Sleep & breathe Green Bay Packers.Views expressed here are my ownDavid M. Rubenstein @DM_Rubenstein
38K Followers 47 Following Co-Founder and Co-Chairman of The Carlyle Group, philanthropist, interviewer, author and historian.Carl Richards @behaviorgap
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2.2M Followers 6K Following science in context, art history and some puzzles to solveMike Sommer @TheMikeSommer
7K Followers 1K Following Mike Sommer is a husband, father, card collector, podcaster, Owner of https://t.co/GTAfIz6Ho5 and affiliate partner of #ebay #sportlots #Topps #amazon #fanaticsSports Card Investor @SportsCardInv
29K Followers 2K Following Invest In The Hobby You Love | Creator of @marketmoversapp and @cardshqshop | Founded by @itsgeoffwilsonLilly @LillybeLilly
7K Followers 956 Following Kind & curious with a love for deep dives and critical thinking | I don't just go down the rabbit hole—I'm the research bunny, burrowing into insights 🐰✨Zillow Gone Wild 🏡 @zillowgonewild
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384K Followers 137 Following The official Twitter account of the NFL Media Research Department, bringing you the best notes and stats from around the LeagueKen Goldin @KenGoldin
29K Followers 622 Following Founder & CEO of @goldinco // Star of Netflix’s King of Collectibles: The Goldin Touch, Streaming Now // 🏆 Life Long Collector // 📧 To Consign: [email protected]Ilya Sutskever @ilyasut
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134 Followers 0 Following Artisan Partners is a global investment management firm. View our terms of use: https://t.co/KndB8ztXR2Brian Chappatta @BChappatta
30K Followers 421 Following Managing Editor @wealth. Billionaires, personal finance, real estate. Still watch the yield curve. CFA Charterholder. #GoCats. Email: [email protected]xAI @xai
998K Followers 36 FollowingBill Gross @real_bill_gross
62K Followers 293 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCdSawyer Merritt @SawyerMerritt
661K Followers 314 Following Co-Founder of @TwinBirchUSA | sustainable lifestyle apparel. $TSLA investor. EV/tech news. My posts aren’t financial advice.Holliday Hacks @HollidayHacks
7K Followers 4 Following - Hitting Content + Off-Season Workload - The Boys: @J_Holliday7 @ethanholliday2 Matt HollidayBaby Smurf @babysmurf9000
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164K Followers 1 Following NYPD, FDNY, EMS And other NYC breaking news 24 hours a day since 2010DoubleLine Capital @DLineCap
20K Followers 6 Following DoubleLine is an investment management firm and investment adviser. @ShermanShowPod @DLineChannel11 @DLineMinutes @DLineFunds https://t.co/s3F7La18pBNext Level Baseball @nextlevelbb
100K Followers 33K Following Nationally Ranked Travel Organization 2019 Perfect Game 18U National Champions Former MLB Scouting Supervisor Former Juco Recruiting Coordinator Recruit NLBTesla Optimus @Tesla_Optimus
188K Followers 11 Following A general purpose, bi-pedal, humanoid robot capable of performing tasks that are unsafe, repetitive or boring.Nick G. @nickgiva1
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3K Followers 203 Following Financial Analyst, Portfolio Manager, President of Venable Park Investment Counsel Inc., attorney, author, speaker, blogger, http://t.co/yzQz9xlONCMatt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."WSJ Personal Finance @WSJpersfinance
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2K Followers 693 Following Private family office of long-only, true long-term investors (inter-generational). Only tweet/follow about stock market and/or our holdings (see pinned thread).Ricky Sandler @rsandler21969
26K Followers 416 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #MetsQuartr @Quartr_App
79K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world."Even God himself couldn't sink this ship." - Capt. Edward John Smith, Captain of the Titanic “The Federal Reserve is currently not forecasting a recession.” Ben Bernanke in Jan '08, after the worst recession in a generation had already started Great finds from @bespokeinvest.
@bespokeinvest I have in my files somewhere a copy of an article Peter Lynch wrote in the late 1990s for Worth Magazine where I first read that quote of his.
@bespokeinvest I'll borrow from Marty Zweig and I believe it was his second rule of investing: It's okay to be wrong, it's not okay to stay wrong.
Great chart from @bespokeinvest ... current sentiment from Fed's Beige Book is consistent with much weaker GDP growth than has been observed. Definitely underscores the split we've seen in this cycle between hard and soft data
@bespokeinvest The second rule is to remember the first rule.
@bespokeinvest Buy right and sit tight.
the number of janky apps I have to interact with in order to keep track of my kids' school and sports is preposterous. RETVRN to the lost art of the humble phone tree
We had Mike Francesa on the podcast. One of the best to ever do what he did. theirrelevantinvestor.com/2024/04/08/mik…
@bespokeinvest It is not a rookie card to be clear, not really a replica, it is more of card-sized painting by @AllenCPlayer, he does amazing work.
Over half of real estate transactions in Dubai are transacted in virtual currencies? And you thought you were all hip with your Venmo and Cash App. barrons.com/articles/dubai…
Hitters If you're doing everything in your power to be the best hitter (player) you can be. Don't forget to get a comprehensive eye exam every year. Hitting is hard, and even harder if your vision isn't as good-clear as it can be. May be the difference between good and great.
Extremely interesting note from @bespokeinvest last night (aren't they all though?) Going back to the '94 election year, only ONCE has the Fed cut in May-Nov of an election yr. Oh, that was in Oct '08 when the entire system was falling apart. I still say they they cut, but 🤔
@bespokeinvest That was a beautiful bridge. Great views up the bay when you're on it. Can see the skyscrapers of downtown and the port. So sad this happened.
@bespokeinvest Interesting. When the time periods of less than 180 days are removed, the median increases to 1,324.
The weird thing is that incl today 3 of the 6 have been by -0.12% or less.
If the S&P 500 closes red again today, it will be the 6th week in a row with a decline on the first trading day of the week. 3/11: -0.28% 3/4: -0.12% 2/26: -0.38% 2/20: -0.60% 2/12: -0.09% 2/5: -0.32%