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2022.09.06

November 6: Buffett's Cash Pile Tops Record With $149.2 Billion On Hand

Also November: pic.twitter.com/MzEALT33pw
— Sven Henrich (@NorthmanTrader) December 9, 2021

Do the internet stocks catch up? Or does the Metaverse catch down? https://t.co/xROuFLIEBF pic.twitter.com/vbPK2zHMIU
— J.C. Parets (@allstarcharts) December 9, 2021

Equal weighted $qqqe Nasdaq is the cleanest chart pic.twitter.com/0pRMFWMXVA
— Jack (@alphacharts365) December 9, 2021

Fed's Flow of Funds: Household Net Worth Increased $2.4 Trillion in Q3 https://t.co/Xv7fgJH6Ow

This graph shows household net worth as a percent of GDP. pic.twitter.com/PS6VkWpOKK
— Bill McBride (@calculatedrisk) December 9, 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

2022.09.06

Consolidation Day: (1) SPX moved sideways most of the day, before sliding to 4667. (2) I would bet the black TL at 4642 would stop the drop. (3) it is worth noting that 12/17 is a major cycle for a bottom; so, that may be the w-2 low after FED's decision and presser.

AAII Investor Sentiment Supports Bull Case: (1) Though not accurate every time, but AAII's weekly sentiment data has more predictive power than most chart-based indicators. (2) simply put, when Bullish > 40%, closer to top; if <30%, closer to bottom. (3) Dec. 8=29.7%, more UP.

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TODAY'S TOP GURUS

TODAY'S TRENDING STOCKS

DAILY INFORGRAPHIC

🇨🇳 #China M1 money supply (usually a leading indicator) rose 3.0% YoY in Nov. (v +2.8% YoY prior)
*Real M1 (adjusted for CPI) rose 0.7% YoY in Nov. (lowest since March 2020; v +1.3% YoY prior) pic.twitter.com/estvrdCLZW
— Christophe Barraud🛢 (@C_Barraud) December 9, 2021

Hotels: Occupancy Rate Down 9% Compared to Same Week in 2019 https://t.co/neSZBb8b02 pic.twitter.com/rXEoiCPhor
— Bill McBride (@calculatedrisk) December 9, 2021

"Interest expense" on US off-balance sheet debt was 67% of US tax receipts last year, per the US Treasury.

Entitlement pay-go's (HHS & SSA below) totaled ~$2.7 trillion, v. $4.05 trillion in estimated tax receipts (per the Cato Institute.)

These obligations have grown > GDP. pic.twitter.com/DUv4rugf13
— Luke Gromen (@LukeGromen) December 9, 2021

As a reminder, this is a problem as we are facing a huge CAPEX deficit
Global Oil Capex needs to rise by a cumulative $750bn to 2030 to meet demand (35% above prevailing spend) pic.twitter.com/PUqPbwr5mR
— Tracy (𝕮𝖍𝖎) (@chigrl) December 9, 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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