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2021.11.25

Goldman Sachs says that 60/40 portfolios might face lost decade given more challenging growth/inflation mix & stretched valuations, which suggests greater equity & cash allocations in the next cycle. Lost decades for US 60/40 relatively frequent, often followed strong bull mkts. pic.twitter.com/x8ss5IBgNP
— Holger Zschaepitz (@Schuldensuehner) November 25, 2021

Could someone smart educate me on this topic? 350% global debt to GDP. If rates go to global inflation of 2.5% the 8.7% financing cost extinguishes all growth. Thus rates can't go up & in aggregate, debt must be monetized. Is this wrong? @AnalystDC @lebas_janney @JessicaNutt96 pic.twitter.com/spmyYm0fqh
— Alex Good (@goodalexander) November 25, 2021

which one is it going to be this season? pic.twitter.com/B4M7DitiLN
— J.C. Parets (@allstarcharts) November 25, 2021

I think 2022 will be a challenging environment for industrial metals…

Especially vs. precious metals.

The China Credit Impulse is down a lot this year & leads by 11 months.

We could be nearing a major inflection point & it’s quite the drop.

Worth keeping an eye on next year. pic.twitter.com/vWmbdlfEJ8
— Julien Bittel, CFA (@BittelJulien) November 25, 2021

JPMorgan CEO Jamie Dimon issues TWO groveling apologies and 'truly regrets' joking that his bank 'would outlast the CCPhttps://t.co/IShnCMY3QY
— Jack Posobiec ✝️ (@JackPosobiec) November 25, 2021

By Master Wu

On every trading day, after market closes, I would choose 10 best tweets from the Fintwit World and rank them on thoughtfulness of their ideas and informative of their charts. Please tweet your nominations for Top Ten Tweets (TTT) to my account @MasterPandaWu.

Daily Review

2021.11.25

MF is accelerating: (1) I first tweeted this stock: MISSFRESSH [MF] when it was 3.8; (2) as of now, it is 5.10, a 35% jump within a couple of weeks. (3) it will accelerate in short period of time, as this is in middle of a W-3, after a bull nest 1-2, 1-2 series.

LKCO--(1) if you believe TSLA, NIO, XPENG & new comer RIVN are real deal for future; (2) if you believe FB changed its name to Metaverse for a good reason; (3) THEN, YOU HAVE TO LOOK AT THIS STOCK: top-3 HD Map & big data provider in China. (4) it won't stay below $1 for long.

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TODAY'S TOP GURUS

TODAY'S TRENDING STOCKS

DAILY INFORGRAPHIC

I am on several lists of known "pro" stock analysts

Cannot ever remember so many experts being this bearish on U.S. equities with major indexes & A/Ds at ATHs

Maybe they will be right (me wrong) but perhaps the Hiddenberg Omen is jinxed

Price is king cc: @allstarcharts pic.twitter.com/7wEFI2eCW3
— Peter Brandt (@PeterLBrandt) November 25, 2021

#Stock Funds Took in More Cash in 2021 Than Two Decades Combined

Investors have poured over $900 billion into equity exchange-traded and long-only funds in 2021 -- exceeding the combined total from the past 19 years https://t.co/k1Rmtr942E pic.twitter.com/T8abrvEWi8
— Tracy (𝕮𝖍𝖎) (@chigrl) November 25, 2021

Is 30% inflation still inflation?

Producer price index explodes in Spain with + 31.9%. pic.twitter.com/7TszKlNzr2
— Wall Street Silver (@WallStreetSilv) November 25, 2021

China approves of Jamie Dimon's sincere apology and for briefly forgetting that woke US CEO are encouraged to criticize US but can't ever criticize China pic.twitter.com/2uDfmAjK8H
— zerohedge (@zerohedge) November 25, 2021

$IWM #IWM I think we would all be thankful for a huge bull-flag breakout off the previous 9-month resistance (now potential support) next week. pic.twitter.com/O9BqhKXUQp
— Jake Wujastyk (@Trendspider_J) November 25, 2021

Fintwit Watch Archive

2022.06.01

Fintwit Watch Archive 2022.04 +

Fintwit Watch Archive 2022.03 +

Fintwit Watch Archive 2022.02 +

Fintwit Watch Archive 2022.01 +

Fintwit Watch Archive 2021.12 +

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