YCharts @ycharts
Enabling smarter investment decisions & better client communications. Email: [email protected] Free trial: https://t.co/2GGVDn72Fm #YCharts ycharts.com Chicago, IL Joined March 2009-
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Thank you for having us @osaic_inc🎙️🔥 Get the inside scoop on our partnership with Osaic, and learn about our powerful platform tools saving advisors time, helping them dedicate their focus toward strengthening client communication and driving AUM growth! 👇
Thank you for having us @osaic_inc🎙️🔥 Get the inside scoop on our partnership with Osaic, and learn about our powerful platform tools saving advisors time, helping them dedicate their focus toward strengthening client communication and driving AUM growth! 👇
Are you looking for an all-in-one platform for investment research and client communication? Lauck Olson, VP of Enterprise Sales at @ycharts, joins the Osaic Technology Podcast to discuss key features of YCharts that could help your practice flourish. 🎧: ow.ly/YjAQ50RjlcO
📊YTD major index returns: S&P 500: 4.6% Russell 1000: 4.2% NASDAQ: 2.0% Dow Jones Industrial Average: 1.4% MSCI Developed Markets: 1.0% MSCI Emerging Markets: -1.3% Russell 2000: -3.5%
As a sneak peek of next week's Q1 flows webinar with @ycharts, I dug into three trends influencing fund flows into ETFs & mutual funds so far: etftrends.com/3-trends-domin…
Friday's #Economic data roundup📊✍️ US #PPI YoY: 2.09% US #CPI YoY: 3.48% US Retail Sales YoY: 3.64% 30 Year #Mortgage Rate: 7.10% US Claims for #Unemployment Insurance: 212,000
“Disruptive innovation is controversial” - @CathieDWood In a backdrop of rising rates, securing capital presents challenges, particularly for smaller businesses. Cathie Wood spoke with @Sean_YCharts to share her perspective on the opportune moments for investing in…
Best-performing Russell 1000 Stocks (YTD)🔥 VST: 78.22% APP: 77.79% SWAV: 71.86% VRT: 70.48% NVDA: 69.67% CEG: 58.59% EME: 57.45% CART: 54.84% CAVA: 43.23% WSM: 39.84% Russell 1000: 4.84%
Dive into Q1 2024 Fund Flows trends with YCharts & @Vetta_Fi’s @LaraCrigger📊🔥 Join us on 4/25 @ 12 PM ET/11 AM CT as we uncover top-performing #MutualFund & #ETF categories plus fund flow results to elevate your team's sales tactics. Register ➡️ hubs.la/Q02tkjPx0
Have you ever gotten a new client because the last financial advisor the client worked with was HORRIBLE at communicating? My aunt and uncle are in their 60s and have $250K invested with a financial advisor that they've used for the last 10 years Story 👇
We are live with @CathieDWood and @Sean_YCharts📽️🚀 If you registered for the webinar, feel free to join on Zoom or click here to watch on our YouTube Livestream: hubs.la/Q02t2PPN0
📊Major index returns for March: Russell 2000: 3.58% MSCI Developed Markets: 3.40% S&P 500: 3.22% Russell 1000: 3.21% MSCI Emerging Markets: 2.52% Dow Jones Industrial Average: 2.21% NASDAQ: 1.85%
Elevate your investment strategies with expert insights from industry titan @CathieDWood, tomorrow at 2PM ET/1PM CT. Have any questions you’d want to ask us? Drop them in the comments and tune in for insightful answers. Register now: ycharts.zoom.us/webinar/regist…
Charlie Bilello @charliebilello
595K Followers 143 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Ben Carlson @awealthofcs
255K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
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, RIA
Nick Maggiulli @dollarsanddata
166K Followers 377 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 993 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
Michael A. Arouet @MichaelAArouet
74K Followers 757 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.
Brad Freeman @StockMarketNerd
134K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
jeroen blokland @jsblokland
113K Followers 692 Following Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin. Founder True Insights - independent investment research.
Michael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]
ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Willie Delwiche, CMT,.. @WillieDelwiche
21K Followers 301 Following @HiMountResearch founder | Teaching Econ/Finance at @insidewlc | Urban farmer & vintner "To recognize the significant in the factual is wisdom." D. Bonhoeffer
Leandro @Invesquotes
42K Followers 726 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Callie Cox @callieabost
32K Followers 3K Following 🤓 Market nerd in the streets 🐥 Data junkie millennial in the tweets 😴 On a sabbatical atm 🐏 Always a #GDTBATH 👉 Views my own, not investment advice
Paxeauto @paxeauto80445
1 Followers 95 Following
Michael Morelli @MikeMorellietf
78 Followers 321 Following CEO at @etfcom, the world's leading authority on exchange-traded funds. #ETFs
Diana_DFG @DianaDFG136373
5 Followers 1K Following
BeyondTheTrades @Tplu.. @BeyondTheTrades
50K Followers 8K Following From Corporate Boardroom, Trader, Investor to Serial Entrepreneur. Founder at https://t.co/I90Og7X8Jp Digital Branding Agency.
RRad @RuthieRad
117 Followers 139 Following
Fazz30 @Fabt30
42 Followers 269 Following
Serenity Grace @SerenityGr36110
2 Followers 927 Following
RIZZY 🔫 @RichieRiiicch
4K Followers 5K Following ⭐FRIDAYS ARE FOR CHARITY @ https://t.co/e0IZNbDPTE⭐️ #LEARNTOLEARN ⭐️ $TSLA $AAPL $SPY $SPX $QQQ $HOOD $SQ $PYPL $BA
Emmanuel D Ekpenyong @EDEkpenyong
321 Followers 200 Following Sustainability | Entrepreneurship | Innovation |
Antonello Panico @AntonelloPanico
245 Followers 900 Following
sedna @nekonustukbiz
184 Followers 5K Following
us_Kaitlyn_ @KaitlynUs80658
5 Followers 940 Following
Reasmeeth @reasmeeth75885
1 Followers 183 Following
Arianwen @Arianwen47023
4 Followers 319 Following
Manisha2SharmaL3 @L3Sharma83101
6 Followers 1K Following
Tomy Campos @hugot21
470 Followers 5K Following #familia #trabajo #Acapulcoporsiempre instagram y snap hugot46
arunothai chueapala @a_chueapala
17 Followers 215 Following
Moseaus @moseaus61225
5 Followers 440 Following
Iconoclaste.Mirad @IconoclasteMira
271 Followers 722 Following Ma vision, mes actions et ma stratégie ça pourrait vous être utile.
DazzleRays @RaysDazzle34791
9 Followers 636 Following
Daton @Invest_doctors
13 Followers 146 Following Investment banking||Private equity||Finance Education
Fisher Chen @PadSama668
21 Followers 80 Following 在汹涌的金融市场里混口饭吃🍚| Controlled gambling💵🛢️🪤| INTP's trading diary | Shanghai♿️Chicago♿️Hong Kong♿️Singapore | CFA FRM
Catherine @Catheri67940896
5 Followers 1K Following
Chicago Real Estate @place4us
336 Followers 259 Following Access to ALL Chicagoland real estate listings from every Realtor in IL. Our Buyer services are absolutely FREE, so call us today at 773-430-3000.
Ritvik Nellikeri @RitvikNelliker5
69 Followers 184 Following
RubyRipple_ @RippleRuby84035
4 Followers 637 Following
BenFranklinsGhost @realcardiffman
247 Followers 1K Following Moving over to Threads: @realcardiffman
Dr. George MBA PhD FR.. @DrGeorgeMBA
391 Followers 6K Following Founder, CEO and CIO Dynamic Portfolio Manager for disruptive innovation, Corporate Credit Rating, Risk Capital Allocation, AI, ML, Regulation and Banking
_Sobremesa_ @Sobremesa892856
17 Followers 624 Following
Ash1_ray587 @Ash1Ray587ert
14 Followers 821 Following
Emily_Clark @EmilyCl87122233
7 Followers 635 Following
John Jones @JohnJon77787939
237 Followers 2K Following
Keeley Magliaro @KeeleyMagl792
0 Followers 5 Following
delinaA @delinaAk9
1 Followers 102 Following
Jim SMU @jim_smu
1 Followers 91 Following
Investor's Compass @InvestorCompass
290 Followers 185 Following Guiding investors in the right direction with the most important stock market news/insights. Reporting what you need to know, cutting out noise.
rag_hu213 @RHu21365227
16 Followers 634 Following
MagnetizeMarket @Magnetizem83591
79 Followers 978 Following Magnetize Your Market, Captivate Your Audience
Adam J Dean @AdamJDean_
675 Followers 2K Following Financial Advisor | Private Wealth Management | Hablo Espanol
Northwoods Capital @ty33my
151 Followers 133 Following
Aimee Louise @AimeeLouise77
958 Followers 1K Following North east. Financial Planner & Managing director of 7 Financial Planning.
Charlie Bilello @charliebilello
595K Followers 143 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Ben Carlson @awealthofcs
255K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
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, RIA
Callum 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.
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/9Pn7wGwMzp
Brian Stoffel @Brian_Stoffel_
120K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
Bespoke @bespokeinvest
206K Followers 906 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Nick Maggiulli @dollarsanddata
166K Followers 377 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Lance 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/qxJrsTVRHR
Eric 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.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 993 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Win Smart, CFA @WinfieldSmart
54K Followers 161 Following 20+ years Buy & Sell side. Pricing the right side of the Balance Sheet. Not Advice. Macro trends.
Brad Freeman @StockMarketNerd
134K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Rahul @rhemrajani9
53K Followers 301 Following I try to simplify the markets ➡️ Macro insights 🔎 | Stock market info 📊 | Tech news 💬 | 𝐅𝐫𝐞𝐞 🗞️ @TheOneRead | #Spaceshost | Not financial advice.
Payton Guion @PaytonGuion
3K Followers 3K Following Investigative reporter @citywire. Why shoot the breeze about it when you could be about it?
Conor Maguire | Value.. @ValueSituations
13K Followers 1K Following Value Situations in Public Equities. Ex-PE / Special Sits investor. NOT investment advice, for info purposes only, do your own DD
Andrew O'Connell, CFA.. @realpristinecap
16K Followers 2K Following Equity swing trader | Former Vanguard Investment Analyst | Top performer in the 2023 US Investing Championship (+103.5%)
The Future Investors @ftr_investors
16K Followers 287 Following 📈 Investing in the winners of the present & the future 🏆 The Future Investors Awards 🗣️ Investor Talk 🧑🏻💼 Business Talk🥊 The Stock Battle
Zach Abraham @KYRRadio
8K Followers 495 Following Know Your Risk Radio, hosted by Zach Abraham, Principal/CIO of Bulwark Capital Management. For advisory services go to website below.
Porter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Pippa Stevens @PippaStevens13
12K Followers 2K Following All things energy @CNBC | Fmr. @HalftimeReport producer | [email protected] | @Princeton grad
Andrew Beer @andrewdbeer1
5K Followers 501 Following In hedge funds, fee reduction is the purest form of alpha.
ProudMouth @ProudMouth_
4K Followers 3K Following Stop the selling cycle insanity. Become the trusted authority you’re supposed to be. #BeYourOwnLoud Hosts of the Top Advisor Marketing Podcast🎙
Dan Ives @DivesTech
110K Followers 303 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🍕
Braden Dennis @BradoCapital
16K Followers 484 Following Engineer, Founder & Investor. CEO @finchat_io Cofounder @cdn_investing
Mark Harrison, CFA @Mark_A_Harrison
2K Followers 414 Following Thoughtful investor. #MultiAsset #ESG #FactorInvesting
Cristhian Andrews @cristhiandrews
21K Followers 451 Following CEO & Chief Investment Officer of Initiative Equity Partners | Board @AudInnovative | Sheepdog Dad, Composer & Tennis Enthusiast
Dror Poleg 🎗 @drorpoleg
19K Followers 721 Following Economic Historian, writing and speaking about the future. Bylines @NYTimes, @TheAtlantic, etc.
Tom Roberts @GetRichSlowGuy
3 Followers 7 Following The Quickest way to "Get Rich Quick" is to "Get Rich Slow"... We will show you how. https://t.co/W6YZHvMzke
Dion Rabouin 🏔 �.. @DionRabouin
15K Followers 508 Following I cover financial markets. Spicy tweets. All 📠, no 🧢.
Cade Massey @bcmassey
7K Followers 935 Following I study & teach decision-making, influence & negotiation.
Alan Blinder @Blinder_Alan
452 Followers 7 Following Prof. of Economics and Public Affairs at Princeton / WSJ Columnist / Former Vice Chairman of the Board of Governors of the Federal Reserve System
Janet Alvarez @janetonthemoney
3K Followers 892 Following ‘21 @Harvard Nieman Fellow. @CNBC Contributor. Host of @BizBriefing on @SiriusXM Radio. @wisebread Exec Editor. Former @WHYY @Reuters @Univision @PhillyInquirer
Okay, Computer. Podca.. @OkayComputerPod
7K Followers 251 Following Hosted by Dan Nathan / @RiskReversal Contributors: @dee_bosa + @Rick + @trevorkmarshall + @jrichlive + @katies Sponsored by @Current @RBC
Jamie Odegaard @JamesOdegaard
1K Followers 452 Following Founder of Aardvark, financial strategy for small business.
Scott Heinila @ScottHeinila
66 Followers 130 Following
Moe Ansari @MarketWrap
2K Followers 2K Following What to learn more? Check us out at http://t.co/g8yp3mji0j
Jay Hochenedel @jaymhoch
267 Followers 841 Following https://t.co/eV7yhFIabw https://t.co/uxJ4xed3mr
Todd Schanel @Advisor_Jupiter
319 Followers 292 Following CPA, CFP, CFA. "A write-off is a business expense used to reduce your taxable income."
Ben Lichtenstein @FuturesBenL
5K Followers 264 Following Host of Futures with Ben Lichtenstein. Father of 2, fisher of many lakes 🐟, and biker of many miles 🚴♂️. Important disclosures: https://t.co/RTLrUTJnv2
Ángel Talavera @atalaveraEcon
14K Followers 493 Following Head of Europe Economics @oxfordeconomics Always keeping an eye on what's happening back home in Spain. Spanglish tweets. Personal opinions.
Greg Rieben @gregrieben
3K Followers 1K Following Leveraging 22 years of investing and trading expertise to guide and empower DIY investors. Do It Yourself. Not By Yourself.
Andrew Moss, CMT @Andy__Moss
4K Followers 452 Following I write about charts & trading | Chartered Market Technician, Pro w/ T3 Trading Group, former Port. Mgr | simplifying technical analysis | not investment advice
JL Collins @JLCollinsNH
28K Followers 58 Following FI blogger most noted for The Stock Series. Author of The Simple Path to Wealth, How I Lost Money in Real Estate and Pathfinders https://t.co/eprWWNC8kZ
Justin Spittler @JSpitTrades
5K Followers 2K Following Chief Trader @Hedge_Your_Risk Click link to get my best trade idea every week...
Mike Langford @MikeLangford
4K Followers 4K Following Entrepreneur and investor living in Austin. Originally from Boston. #FinTech #FinServ
Kirk Lowe @KirkLowe_
5K Followers 533 Following Influence Accelerator & CEO at @ProudMouth_ Featured expert on the Top Advisor Marketing Podcast🎙️ Contributor to @Nasdaq
Matt Halloran @MattHalloran_
64K Followers 32K Following Co-Founder @ProudMouth_ Host of the Top Advisor Marketing Podcast🎙️ Your friendly neighborhood podcaster and author of “Shut the F Up and Listen”
Peter Tuchman @EinsteinoWallSt
27K Followers 1K Following "Einstein of Wall Street" • Most Iconic Stock Broker at the @NYSE • Most Photographed Man on Wall Street
ReachStack | Intellig.. @reachstack
144 Followers 233 Following Build your business faster with Automated Revenue Nurturing | AI powered | Easy & Affordable | Plug'n Play with Salesforce & CRMs
Kristine Delano @Kristine_Delano
100 Followers 104 Following Fiction Writer. Wall Street Career Woman. Host of We Talk Careers Podcast. Blessed to be a blessing. Wife and Mother.
Simplify @SimplifyAsstMgt
6K Followers 826 Following Democratizing Access To Institutional Caliber Investment Strategies Important disclosure: https://t.co/oMF4XWa2pE. Prospectus: https://t.co/jbH3SLKpbE
da Chart Life @daChartLife
10K Followers 2K Following On Street 32 Yrs, Sell Side (I.I. ranked 6 yrs) & Buy Side, 7 Yrs @ Global Macro Shops, Brobdingnagian BASE trade marked, Charts = Life, baseball, too - J Roque
Michael Nauss, CMT, C.. @MichaelNaussCMT
9K Followers 366 Following Quantitative and technical analysis covering US equities, FX and crypto markets. Founder of https://t.co/HmiYGjl33O Nothing here is investment advice
Phil Clark CPWA®, CF.. @KROSTWealth
116 Followers 202 Following KROST Wealth offers an integrated, tax-centric approach to wealth management to help you achieve your goals.
Jordan Taylor @ArchAdvicer
829 Followers 520 Following Serving $$ Knowledge + Sharing "$ecret$" Financial Advisor + Analyst (not advice)
Brian @babs_73
329 Followers 684 Following Finance business owner in Colorado. RIA/CFP. Tech founder (more dreamer?) Family,Surf,Kayak,Hockey. Occasionally salty. Nobody cares what I think anyways.
Jason C Hsu @hsu_jason
2K Followers 355 Following CEO/CIO @ Rayliant Global Advisors; Founding Partner and Vice Chairman @ Research Affiliates; Adjunct Professor in Finance @ UCLA Anderson
Caroline Woods @Cline_Woods
2K Followers 791 Following Contributor @schwabnetwork | Host & Moderator @cnbc @nyse | Host of MarketBrief @barronsonline @marketwatch | Former anchor @cnni @reuters | NYC via 🦬 |
@shapingwealth @shapingwealth
1K Followers 14 Following The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
George Tkaczuk @jurijt
3K Followers 940 Following George Tkaczuk, MD, MPH, Portfolio Manager at RCM Wealth Advisors. Libertarian, Winner 2020 US Investing Championships MMVR $1million+ accounts returned 119.1%Are you looking for an all-in-one platform for investment research and client communication? Lauck Olson, VP of Enterprise Sales at @ycharts, joins the Osaic Technology Podcast to discuss key features of YCharts that could help your practice flourish. 🎧: ow.ly/YjAQ50RjlcO
These tech stocks had the highest quality ratio over the past 12 months, which indicates how efficiently companies use their assets to generate high gross margin sales. $CHWY $APPF $NVDA $TEAM $ETSY $DOCU $CDNS $PINS $DBX $NTNX $HUBS $LSCC $SMAR $ADBE $QLYS @ycharts
Here’s a look at the price to free cash flow for these AI stocks: $IBM $AAPL $EPAM $CRM $GOOGL $AVGO $META $ADBE $MSFT $MRVL $AMZN $SNOW $PLTR $NVDA $TSLA $AMD @ycharts
@LaraCrigger @ycharts We love a good sneak peek, and this didn't disappoint! Your insights on strategy vs. vehicle and the many new strategies in ETFs were spot-on. We agree—investors gravitate towards the best value, often found in ETFs. Can't wait to hear you and the @ycharts team dive deep on all…
The S&P 500 fell for the 5th straight day, leaving the index 4.6% below its record high. While large cap #stocks are in a shallow drawdown, small caps are back in bear market territory. The Russell 2000 is 20% below its record high.
Animal Spirits 356 is out now on YT! Enjoy🎥🆕 youtu.be/D36nnrw4lxk?si…
Walmart $WMT is now back to having a larger market cap than $TSLA
The powerful market rallies we've seen over the past year have largely been catalyzed by $NVDA earnings reports. Does it have one more good report in the tank? All eyes on the Magnificent 7 stocks into earnings season Data via @ycharts
Animal Spirits Ep 356🎙️ @awealthofcs and @michaelbatnick discuss improvements in investor behavior, the auto insurance crisis, why rich people don't feel rich, millennials and boomers powering the economy, customer service nightmares, and more!🔥 ⏯️podcasts.thecompoundnews.com/show/animalspi…
Tesla $TSLA is now back under a $500 Billion market cap
Have you ever gotten a new client because the last financial advisor the client worked with was HORRIBLE at communicating? My aunt and uncle are in their 60s and have $250K invested with a financial advisor that they've used for the last 10 years Story 👇
YCharts Report Builder Wins Award in the 2024 New York Product Design Awards dlvr.it/T5ZT65
The S&P 500 closed below its 50-day moving average for the first time since Nov. 1, 2023. (via @callieabost)
Elevate your investment strategies with expert insights from industry titan @CathieDWood, tomorrow at 2PM ET/1PM CT. Have any questions you’d want to ask us? Drop them in the comments and tune in for insightful answers. Register now: ycharts.zoom.us/webinar/regist…
These tech stocks have received the highest upward revisions in revenue estimates for the next fiscal year over the past 30 days: $MARA $PDD $COIN $MU $NVDA $HOOD $SMCI $PATH $DLO $ASML $QCOM $MPWR @ycharts
These tech stocks have the highest return on assets over the past 12 months: $NVDA $LSCC $AAPL $AMAT $TXN $PDD $ASML $QLYS $V $MSFT $KLAC $GOOG $META $SMCI $LRCX $MARA @ycharts
Looking for a deep dive into the disruptive trends shaping the market today? @ARKInvest and @ycharts are teaming up as @CathieDWood and I cover potential investment strategies you may be overlooking in transformative industries.
During the inaugural @advyzon conference, Sean Brown, CEO of @ycharts, sheds light on how these tools are pivotal in enhancing the advisor-client relationship. spr.ly/6010Z5Gtm #wealthmanagement
These tech stocks have had the highest retained earnings growth over the past 5 years: $QCOM $AMKR $TTWO $MSFT $NFLX $ADYEY $CRM $AMZN $MCHP @ycharts
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