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Macro Cycles (@Macro_Cycles) profile picture

Macro Cycles

@Macro_Cycles

Sentiment | Macroeconomics | Intermarket Analysis

Joined September 2013
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Macro Cycles retweeted
Kevin Gordon (@KevRGordon) profile picture
Kevin Gordon
@KevRGordon13 Feb 2025
For companies beating EPS estimates, they are not being rewarded by the market ... average performance relative to the S&P 500 the day of the beat is -0.07% per Bloomberg Intelligence data
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Peak Mag 7?
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Bear shaming… where in the cycle?
Carl Quintanilla (@carlquintanilla) profile pictureCarl Quintanilla@carlquintanilla3 Oct 2024
B of A’s Hartnett, one year ago: (9/29/23) Central banks “likely ain’t finished breaking stuff. .. stay bearish/defensive & sell the last hike.” [S&P 500 up 33.1% since.] 🇺🇸
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Besides $NVDA attaining largest mkt cap, another sign of semiconductor sentiment ebullience... $TSM ADR trading at a 25% premium to underlying shares:
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The old TD Ameritrade Investor Movement Index is now the Schwab Trading Activity Index (STAX). Good gauge of sentiment? Activity still nowhere near frenzied levels of 2021. $SCHW
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Macro Cycles retweeted
161phi (@161phi) profile picture
161phi
@161phi21 Jan 2024
Barro, CPI rate correlation with covid spending in 37 countries
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Image from 161phi (@161phi)
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"It costs an average of $2.6 billion to develop a drug and gain [FDA] approval primarily because 90% of drug candidates fail in clinical trials."
Wall Street Journal Opinion (@WSJopinion) profile pictureWall Street Journal Opinion
@WSJopinion13 Dec 2023
Apparently not content with destroying the pharmaceutical industry slowly by phasing in price controls, the Biden administration plans to speed up the process, writes Joel Zinberg on.wsj.com/41hTMzS
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🤣 This is what happens when you give out participation trophies in youth sports... "everyone's a winner!" You end up with adults who never learned that they will lose sometimes and it's ok... move on and evaluate how you can become better for the next fight.
Reuters U.S. News (@ReutersUS) profile pictureReuters U.S. News@ReutersUS7 Dec 2023
US FTC tries again to stop Microsoft's already-closed deal for Activision reut.rs/47KRFqK
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Here are the top 25 largest stock exchanges in the world. advisor.visualcapitalist.com…
Mapped: The Largest Stock Exchanges in the World

Mapped: The Largest Stock Exchanges in the World

Here are the top 25 largest stock exchanges in the world, worth a combined $106 trillion in market capitalization in 2023.

advisor.visualcapitalist.com
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Please, make it stop. on.ft.com/46iMI7O
Image from FT Alphaville (@FTAlphaville)
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Another 2008-like credit crisis is improbable. The setup is different. But if it was difficult in January 2008 for economists to foresee the coming Great Recession and the GFC , then it's impossible for them to forecast what's around the corner now.
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WSJ: Amateurs Pile Into 24-Hour Options: ‘It’s Just Gambling’ wsj.com/finance/stocks/optio… $CBOE
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Macro Cycles (@Macro_Cycles) profile pictureMacro Cycles
@Macro_Cycles10 Aug 2023
$CBOE breaking out to all-time highs... still not expensive.
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$CBOE breaking out to all-time highs... still not expensive.
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Created this chart of CEFs using @openai Code Interpreter... just uploaded the raw data and gave it text commands #AI cc: @boazweinstein
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$MSFT approaching its 1999-2000 tech #bubble valuation with FCF yield nearing 2% 👀
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Macro Cycles retweeted
Seth Dillon (@SethDillon) profile picture
Seth Dillon
@SethDillon22 Feb 2023
This kid has more courage, conviction, and clarity of thought than most adults today. Powerful stuff. I can’t imagine how proud his parents are.
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libertystreeteconomics.newyo…
The Bond Market Selloff in Historical Perspective - Liberty Street Economics

The Bond Market Selloff in Historical Perspective - Liberty Street Economics

Treasury yields have risen sharply in recent months. The yield on the most recently issued ten-year note, for example, rose from 1.73 percent on March 4 to 3.48 percent on June 14, reaching its...

libertystreeteconomics.newyorkfed.org
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$ICE $NDAQ A federal court partly rejected an SEC plan to loosen the control that stock exchanges have over public market-data feeds, a victory for Nasdaq and the New York Stock Exchange wsj.com/articles/nasdaq-nyse… via @WSJ
Nasdaq, NYSE Win Court Battle With SEC Over Market Data

Nasdaq, NYSE Win Court Battle With SEC Over Market Data

A three-judge panel found that the Securities and Exchange Commission had exceeded its authority under federal law when it issued a 2020 order overhauling the governance of data feeds.

wsj.com
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$ICE cheap relative to past 5yrs EV/fwd EBITDA:
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