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Prikvačeni tweet
Only a buffoon would've been lazy long of "stahks" since the rate of change of US GDP, CPI, and EPS all peaked in 3Q18. The
#FullInvestingCycle returns of the aforementioned#Quad3/#Quad4 long exposures have, at a minimum, DOUBLED the return of the$SPY since then.#timingmatters https://twitter.com/KeithMcCullough/status/1223020705731809280 …pic.twitter.com/bF77Zl6Za7
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And every day
@KeithMcCullough and I have an opportunity to evolve and grow as both educators and communicators. Together with our growing#OODALoop we’ll help every client and subscriber “unstruggle” to implement the#process. We’ll make mistakes AND learn from them together.https://twitter.com/baeck/status/1225198367589969923 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Darius Dale proslijedio/la je Tweet
Exactly. I was lost in the beginning. Tried to front run the quads. Didn't follow the sell signals. Made all , but important ,little mistakes. I'm a full access/ platinum account for 2 years and I find ETF pro a great value. If you sign for ETF and Macroshow you have it all.
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Darius Dale proslijedio/la je Tweet
It's a great value. No need to explain.

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At the end of the day, I think most of you get that we're trying to run a business and feed our families here. We're doing our best to find the right value proposition for investors all across the spectrum of sophistication and AUM - w/ our TIME being the most valuable component.
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We can, however, do our best to communicate our “general” risk management considerations in one-to-many formats such as
#TheMacroShow and#EarlyLook. “Specific” investment advice commands a different price tag because it commands non-recoverable units of our time to generate.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
KM and I spend all day communicating with institutional investors on which exposures should work well on the long and short side based on: A) My Quad outlook(s); B) His market signals; and C) Their investment mandate(s). We can’t sell all that info at the
#ETFPro price point.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Worth mentioning that
#ETFPro in no way represents the myriad of factor exposures we are favorable to on the LONG or SHORT side based on the#Quads.#ETFPro is merely a spattering of ETFs that happen pass our A|B Testing process. It’s not designed or intended to be comprehensive.https://twitter.com/jab2322/status/1225155853981863936 …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
RE: SARS Real GDP comps for the US, World, Asia, and Europe:pic.twitter.com/JDoIvEKQ1o
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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We live in a VERY manic media era. Use that knowledge to fade the crowd and make better risk management decisions.https://twitter.com/RaoulGMI/status/1224765037073571842 …
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LOL, what a disaster! Millennials, can we leave these two parties and their inability to use modern technology behind to start our own political representation? As I get older and feel more of a civic duty to vote, I am ashamed to have to vote for what's become of either party.https://twitter.com/HedgeyeDJ/status/1224695587670515712 …
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Sorry, maybe I mean to say “BOAT” — i.e. Best Of All Time. I admit now that
implies more wins over a longer timeframe.
@TomBrady = Bill Russell.@PatrickMahomes = late-80’s MJ.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
If the number of rings is all it takes to be the
, then Bill Russell would be the best basketball player ever, not MJ.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
1
#SuperBowl down, 5 more to go before the folks that don’t know their asses from their elbows when it comes to the sport of football finally agree with me that@PatrickMahomes is the
, not @TomBrady anymore. And to be clear, I said that last year too.#TB12 = LEGEND, but no
https://twitter.com/golicandwingo/status/1224310690149732353 …
1:17Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Great chart of the day for the [obviously untruthful] investors on Fin-Twit that claim to have been “100% long of
$SPY since March 9th 2009 (and not a day sooner)”:https://twitter.com/Hedgeye/status/1224320094668558336 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Darius Dale proslijedio/la je Tweet
But...But...Isn't everybody getting rich from the booming
#stock#market. Oh yes...I forgot...it is just the top 10% who own 84% of the stock market. For the rest of you....get back to work.pic.twitter.com/xiklYgn64k
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Mr. President, you don’t need that. Just make sure you: a) make sure the
@federalreserve doesn’t wind down its “not QE” anytime soon; b) start calling@MikeBloomberg “Little Mikey”; and c) blame everything on the Chinese ... and you’ll run away w/ a second term. “Believe me.”Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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