Stock Market Contents Archive

We are in that awkward phase of the market cycle where earnings growth is slowing and valuations are compressing. 🧵 https://t.co/7KqpXpjvnt

Largest US Companies by Market Cap, 1960 to Today... https://t.co/VuTQgvuMxH

a useful sample of frequent thoughts inside the trader's mind throughout the daily session: FUCK WTF NO WAY SON OF A, FUCK SHIT HOW THE FUCK OH NO YOU DON'T GOD DAMNIT INSANE FUCK ME WOW FUCK YOU OH NO IM ABOUT TO GET SCREWED FUCKERS & sighing. alot.

The economic numbers are having an argument https://t.co/kbbG0aZlJK

For Constellation's big market, Texas, the hotter the better!!! Modelo, Corona, Pacifico... STZ is a terrific srock here, we own it for the trust

Eye on the Fed: the market expects a terminal rate of 3.5% or so, followed by an easing cycle of nearly 100 bps. In other words, consensus is building around the Fed tightening until it “breaks something” and is forced to take back some of the rate hikes in 2023 and 2024. https://t.co/E52e7Mgns9

In 1980, 6 out of the 10 largest companies in the US were in the Oil/Energy sector. Today, that number is 0.

Brilliant move by @GoldmanSachs, especially at a time when incumbent #banks are challenged to incorporate #fintech innovations. In addition to being the perfect person to help lead this, @JaredCohen brings to #Goldman a proven ability to look around corners and a strong network. https://t.co/k6Hra1Jdj1

Tuesday’s market had a lot to tell us about growth vs. value. Here’s my post-market wrap up exclusively for subscribers of the CNBC Investing Club https://t.co/su8gdmpVJ2

As the euro hits parity with the U.S. dollar, Americans are helping the one way they know how - shopping. https://t.co/JL9AfoJCz4

A relatively unlikely mix: Sharply lower #oil prices and lower equities When combined with the good day airline #stocks are having, speaks to the evolution in the recession view that's now becoming more sensitive to sector-specific issues (triggered in part by the #Heathrow news) https://t.co/WKU8Wizbag

U.S. inflation is still rising. Can it reach 9%? https://t.co/PnlXaUJRon

$spy afternoon glance as it lost yesterday’s low and is flirting with another important spot https://t.co/sfC15JKdrJ

$HSTO $INDO the stand outs today 🙏 But $GOEV and $ORMP were the best trades 🔥 This market just keeps getting better daily 👀 https://t.co/FjDUC2SJ7y

Looks like the last hour sellers are back from vacation.