Snippet Finance @SnippetFinance
Daily easy to digest Snippets on: stocks | investing | finance; Find them all here ➜ https://t.co/ZgEtl1mCWX snippet.finance/subscribe Subscribe ➜ Joined August 2019-
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U.S. infrastructure is aging. Source: @apolloglobal
“To put some data behind this assertion, from 2000 to 2010 companies that were frequent acquirers earned 57% higher shareholder returns vs. those that stayed out of the market. Now that advantage is about 130%“ Source @BainandCompany
The @Harvard_JCHS tracks the short-term outlook for remodeling activity. - Bottom expected Q3 2024. - Recent trajectory upgraded a lot vs. Q4 2023 forecast. $SWH #housing
Retail liquidity is high. Source: @SethCL
U.K. via @TheIFS This shows the average annual percentage growth in incomes at each percentile of the income distribution, for selected time periods
Traffic and sales to #restaurants in the US are falling. Source: @spomboy
List in the US has been a very popular strategy $CRH $ARM etc. Didn't realise how popular. Foreign companies were a record 40% of IPOs in the US in 2023 ... 20% of these were Chinese. Source: @Callum_Thomas @topdowncharts
Interesting framework to look at the world post #GLP1 for #obesity drugs. The big things are likely tolerability (for long-term therapy) and supply (a white pill).
Everyone hates defensives Defensive allocations, measured by ETF “market share”, are at a record low. @topdowncharts
It is no secret that the world is getting more fragmented. According to this analysis, based on earnings calls, the break happened around 2017 i.e. the process has been ongoing for 7 years already. #reshoring #onshoring Source:@voxeu
Just 24% of $SPY stocks have outperformed over the past year. Source: @charliebilello
Two great charts from @BIS_org LHS - VIX has been suppressed because of the rise of yield-enhancing option-writing ETFs. RHS - 0DTE options return profile is truly lottery ticket like - expected return -32,000%
Interesting chart. In 2023: 25% of all US equity funds beat their benchmark 26% of all global funds. Normally this chart shows just US large-cap funds (which was 40%).
Interesting chart. In 2023: 25% of all US equity funds beat their benchmark 26% of all global funds. Normally this chart shows just US large-cap funds (which was 40%).
When it comes to quantity People’s Liberation Army Navy, is on track to overtake the US. Shipbuilding - controlling 40% of the world’s shipbuilding market vs 0.5% for the US. The US Navy still has quality – but “quantity eventually improves quality”. @CIMSEC
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.
Michael A. Arouet @MichaelAArouet
74K Followers 766 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.
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
Topdown Charts @topdowncharts
51K Followers 91 Following Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. We primarily serve multi-asset investors and institutions.
Commonstock @JoinCommonstock
26K Followers 481 Following A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
amir bukhari @amirbukhar87177
36 Followers 500 Following
ali @iamalijalali13
5 Followers 127 Following
0.764 @__MACD__
34 Followers 780 Following
Prakhar Arora @praktweets
408 Followers 1K Following Student of energy transition | Hiking. Usual disclaimers.
Eduardo Morral @edumorral
54 Followers 235 Following
Daniel Unger MPCS @dumbunger
10 Followers 58 Following
Leo @Leo1658920
118 Followers 473 Following
NO NAME @Huang6Ryan
13 Followers 1K Following
Futures and Options @futuresoption
28K Followers 24K Following Financial News, derivatives, futures options & commodities #markets, #forex, oil & #Cryptocurrencies #crowdfunding Tweets are for info purposes & not recom
Jensen Cybin @CybinJense61741
35 Followers 68 Following
FractalQuestions @fractalquestion
2 Followers 64 Following Always curious, sometimes to a fault. Mainly a listener, rarely a commenter. STEM background with international living experience.
khoguer @khoguer
196 Followers 524 Following
henrycabana @henrycabana3
144 Followers 2K Following
Cormac @cormacbl
6 Followers 209 Following
Dog Biscuit Commander @thomasoakcroft
2 Followers 22 Following wise dog who eats beans and shits gold
Nikola Pavesic @nikpavesic
469 Followers 966 Following Director of #startups at @Infobip. Dabbing in journalism. AI/visualization aficionado. Passionate about rugby, tech & private-public partnerships
Sukhbeer Singh @thesukhbeer
12 Followers 330 Following
Lårt Føgr |Tabi �.. @MaksimT0p4ik
16 Followers 42 Following
Elena Tyagovtseva @tyagovtsev18460
3 Followers 35 Following
Charlie Luca @EdzTeo2022
90 Followers 1K Following Interested in Financial Markets and Data Science Headline Photo by Karl Paul Baldacchino on Unsplash
Louise_Sophia @LouiseSophia18
3 Followers 187 Following
Lou Genn @LouGenn2
7 Followers 69 Following
Louen @LouenLancien
119 Followers 980 Following
Sorin Anagnoste @anagnoste_sorin
494 Followers 3K Following Strategy. Business Models. Tech 🧑🏻💻 https://t.co/k4ng8DsScx
Nabeel Amlani @namlani
47 Followers 733 Following
BFitzpatrick3 @Fitzpatrick3B
65 Followers 411 Following
Constanza @ConstanzaSI
95 Followers 1K Following “Keep your face always toward the sunshine And shadows will fall behind you” ✍️ RT/♡≠endorsement. Likes' are mostly bookmarks. Personal account.
faitcari @faitcari6
1 Followers 101 Following
AP @ansh1976
7 Followers 346 Following Frequent Traveller, Keen interest in innovation for social good ...
Alf @MacroAlf
424K Followers 248 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
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.
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Menthor Q @MenthorQpro
53K Followers 151 Following Macro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2
Compounding Quality @QCompounding
365K Followers 352 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
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
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
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.
Mike Zaccardi, CFA, C.. @MikeZaccardi
31K Followers 99 Following Investments, markets, personal finance writer. Charts, charts, and a bit of weather. Open to freelance work and/or the right full-time job.
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 213 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 973 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 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
Claudia Sahm @Claudia_Sahm
66K Followers 5K Following macro, Fed, fiscal, inequality. founder of Sahm Consulting. former Fed economist. creator of the Sahm rule, a recession indicator.
Tej Parikh @tejparikh90
1K Followers 2K Following Economist & Writer | Economics Leader Writer @FT | Former @the_iod Chief Economist [email protected]
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
Warn Tracker 2.0 @j77324
4K Followers 336 Following Interested in markets, and my opinions are not financial advice.
Phil Huber @bpsandpieces
14K Followers 880 Following Head of Portfolio Solutions at Cliffwater |🏆 RIA Intel's 2023 CIO of the Year | 📗 The Allocator's Edge | 👨🏻💻 Bps & Pieces | 🤼 Pro Wrestling Aficionado
Conch Shell Capital @TMTMoats
4K Followers 129 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 15+ years. All Views/Opinions are not Investment Advice.
Daily Chartbook @dailychartbook
14K Followers 299 Following The day's best charts & insights, curated: https://t.co/Eq1KKRKE1u
Invest In Assets 📈 @InvestInAssets
59K Followers 422 Following Helping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈
Peter Berezin @PeterBerezinBCA
13K Followers 338 Following Chief Global Strategist and Director of Research @bcaresearch Formerly with Goldman Sachs & IMF
Yuri Khodjamirian, CF.. @YuriKhodjam
168 Followers 77 Following CIO @Temaetfs. Tweets are personal opinions and not financial advice. Learn more at https://t.co/1HA66vpnz1
Francois Trahan, M²S.. @FrancoisTrahan
10K Followers 116 Following Founder of the @macroinstitute and Trahan Macro Research. Publishing sell-side research for 25+ years.
simon wren-lewis @sjwrenlewis
40K Followers 324 Following Professor of Economics. Also at @[email protected]
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Lawson Steele @LawsonSteele3
7K Followers 56 Following Followed #EUETS #carbon since 2004. Predicted the 2006 price to zero. Went bullish carbon Jan 2018 at €7/t. CO2 heading well north of €110/t. Views are my own
Librarian Capital @LibrarianCap
12K Followers 710 Following Investing/stocks. Ex. HF seeking ideas, contacts & capital. Research Substack on link below; DM is open. Not advice. I may be long/short names mentioned.
Bertrand Delsuc @BertrandBio
16K Followers 253 Following Views=mine only, RT-like=/=endorse, no advice. 16y in Tech (chip design) & a bit of Bio :)
Professor Oak @Prof_Oak_
8K Followers 648 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
The Chart Report @TheChartReport
28K Followers 992 Following The newsletter with no news, just charts.
Beaver Finance @Beaver_Cap
2K Followers 3K Following Private Investor. Investing to build long-term wealth. Enjoying the ride.
Arjun Dev Arora (arju.. @ArjunDArora
14K Followers 7K Following Now: Format One; Prior: Expa, 500Startups, ReTargeter; Passionate: startups, venture capital, learning, people, philosophy & life.
Brad Wolverton @bradwolverton
9K Followers 2K Following Editorial Director @HubSpot Media • Scaled @TheHustle to 2.5m subscribers • Want to improve your newsletter? Subscribe to mine 📩
JSC @JSCCapital
39K Followers 3K Following Interested in all things Venture, FinTech, Public Markets, and Sports.
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Vlad Chernikov @vladcx
2K Followers 152 Following Mathematician. Investor. Founder of https://t.co/6JIxECH7eC
Ray Micaletti @RelSentTech
1K Followers 405 Following CIO, Relative Sentiment Technologies | Examining the forces that move markets | Free weekly updates: https://t.co/9AzflLA3VQ | Not investment advice
Matt Reustle @ReustleMatt
5K Followers 1K Following CEO @joincolossus | Former: Raven Capital + GS Research
Leigh Drogen @LDrogen
17K Followers 865 Following GP/CIO @StarkillerCap a quant driven digital assets investment firm, Founder @Estimize, even I don’t agree today with everything Ive tweeted, tweets auto delete
Andrew W. Lo @AndrewWLo
11K Followers 242 Following Charles E. and Susan T. Harris Professor, MIT Sloan School of Management
Tom Loughrey @TomLoughrey_LFE
8K Followers 1K Following Understanding duration mismatches is the red pill. 17 yr HF PM, analyst, head trader; ex CS, Solly. All products. FLOW big data Energy quantitative fundamentals
Sound of a crowd @SoundOfACrowd
104 Followers 97 Following Ex-chess and finance. Searching for rooms with elephants in them.
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
Abraham Thomas @athomasq
5K Followers 1K Following Angel investorㅣex founder at Quandl (acq Nasdaq)ㅣex PM at large quant hedge fundㅣinterested in data, markets, tech, startupsㅣoptimism, curiosity & kindness.
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
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92K Followers 6K Following Curious on how behavioral fallacies challenge financial markets (and cryptos). Always learning new things, getting to know new people, and having a bit of fun.
hiroki @macrohiroki
189 Followers 969 Following Macro tourist. I read tea leaves and coffee grounds. Not investment advice.
Davos DeVille @DavosDeville
4K Followers 541 Following Socialite, charity patron, non-exec director and founder of the World Idealization Forum (WIF). Part of the Great Password Reset initiative. #SPOOF-OF-WORK 👀
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Tilman Versch | Good .. @goodinvestingc
9K Followers 225 Following I help talented investors win 👍🏻. Please check out my community https://t.co/FDStPMaNWH
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
List in the US has been a very popular strategy $CRH $ARM etc. Didn't realise how popular. Foreign companies were a record 40% of IPOs in the US in 2023 ... 20% of these were Chinese. Source: @Callum_Thomas @topdowncharts
For those who still track this kind of stuff. The yield curve has been inverted for the longest time... ever h/t: @SnippetFinance
Also why, despite being someone who loves a long historical data set, I think we should always be cautious about comparing current valuations with averages based on ancient data which may not be relevant today
Insane how different 1900 looked vs 2024 in the market. “Of the US firms listed in 1900, some 80% of their value was in industries that are small or extinct today; the UK figure is 65%“ Interesting also what - as Bezos’ says “hasn’t changed” Source: UBS
Analyst earnings dispersion reset to a new plateau. This should create a better environment for active management. #InvestingTips #earnings
The life science sector has changed enormously over the last 30 years. More companies, bigger markets and more options for patients. #biotech #investing
The Chinese authorities have substantially decreased the number of economic indicators published. Source: JPM
Maybe the data is just so good that they don't want to embarrass everyone else? h/t: @SnippetFinance
China keeps publishing fewer and fewer economic statistics. JPMorgan via @SnippetFinance
Weekly S&P500 ChartStorm blog post chartstorm.info/p/weekly-s-and… Thanks + follow reco to chart sources @topdowncharts @RyanDetrick @_rob_anderson @TimmerFidelity @SnippetFinance @MikeZaccardi @IanRHarnett @crudechronicle @dailychartbook @VisualCap
One of the key accelerants of #reshoring are the major infrastructure programs from the federal government. The revenues from these for firms is only just starting to flow.
Love this common sense investing from Peter Lynch h/t @SnippetFinance
Can we all just agree on a standard definition of terms referring to #stock moves? Rally/rise - anything positive Climb .. at least +2% Jump .. >+3% Spike/soar/surge .. >+7% Fall/decline - anything negative Sink/drop .. <-3% Tumble .. -5% Collapse/Crater/Plummet/Crash .. <-7%
narrative violation: the lloyds uk business barometer just hit a 6-year high
It's almost like we should just let the natural pace of technological advancement do its thing, rather than 'picking the winners' (@SuperSpiked) “In model year 2022, the average estimated real-world CO2 emission rate for all new vehicles fell by 10 g/mi to 337 g/mi, the lowest…
Charts that make you go "hmm" (via @SnippetFinance)
The time for active has come according to Cambridge Associates. Active management is cyclical - periods of underperformance are always followed by periods of outperformance. #investing #funds #ETFs
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