Gary Kreps

Wealth Management Advisor | Financial Planning | Insurance | Strategic Asset Allocation | Portfolio Management

[Gary Kreps @GaryKreps]

How oversold can the market be……S&P500 less than a percent off the ATH and September is a positive so far?????

[Stephanie Link @Stephanie_Link]

Markets are oversold - as usually happens in September and now entering the seasonally stronger time for the markets. Expecting more broadening ahead w strong EPS.

Enjoy so many tunes from this group. Have a great weekend!

Fiji Blue - Never Get Old

[Gary Kreps @GaryKreps]

Why even bother with Hartnett????

He is a perpetual bear - cost many much money over the past decade!

[zerohedge @zerohedge]

Hartnett: A Democratic Sweep Will Trigger A Stock Market Rout, And Pop The AI Bubble https://t.co/aeKXUo6ayb

[Gary Kreps @GaryKreps]

@farman4x 9

[Gary Kreps @GaryKreps]

@farman4x 96

[Gary Kreps @GaryKreps]

Yes Brian- all the media and pundit noise buries the boring truth.

Great graph!

[Brian Sullivan @SullyCNBC]

Don't tell anyone but longer dated US government bond yields haven't done squat in 3 years

Total move less than 1% over 36 months.

[Gary Kreps @GaryKreps]

2018 Fed was tightening too aggressively- will override earnings

[Dougie Kass @DougKass]

S and P earnings were strong in other years (e.g. 2018), yet the price of stocks slipped in some of those years.
'First level thinking' - earnings are strong, stocks will rise.
'Second level thinking' - earnings are strong, but stocks have discounted this. h/t Howard Marks...

[Gary Kreps @GaryKreps]

I have not seen a tweet or a post or a pundit video suggesting that 4.70 to 4.75% might be a great buying opportunity?

Good spread to cpi which has recently shown signs of retreating toward 3%.

[Gary Kreps @GaryKreps]

The absolute most misunderstood but key to portfolio management.

We all have winners but do the losers sink us ?

[Reminiscences of an American Capitalist @4Awesometweet]

“The whole secret to winning big in the stock market is not to be right all the time, but to lose the least amount possible when you’re wrong.”

- William O'Neil

[Gary Kreps @GaryKreps]

@carlquintanilla Yes Carl but the national debt as a percent of gdp was only around 40% (the metric that counts) and yields were much higher than today. Inflation was much higher in the 90’s than today.

[Gary Kreps @GaryKreps]

Spacex #SPCX is more or less trading with the SOXX #SOXX.
I guess the market is valuing Spacex primarily as a datacenter provider. Given that the valuations of Spacex compared to say Micron #MU are worlds apart, seems like a dream but maybe a reasonable dream.

[Gary Kreps @GaryKreps]

Great post from Ryan. Absolutely confirms broadening.
@RyanDetrick

[Ryan Detrick, CMT @RyanDetrick]

S&P 500 ex-tech is also at all-time highs.

Further proof that this is a very broad-based rally and it isn't all about only technology.

Nice one from @TheChartReport

[Gary Kreps @GaryKreps]

@UsernameWords @steveofthewater @NewWaveAndPunk Actually I was there. Watching from about 300 ft away.

We were blown away !

[Gary Kreps @GaryKreps]

@NewWaveAndPunk @DivesTech For all you Santana fans they hadn’t released Santana one yet! That’s why they were so underpaid. They were in the Woodstock line-up only because Billy Graham of Fillmore fame pushed the group on Woodstock organizers.

[Gary Kreps @GaryKreps]

@Ivan_Pytski @NewWaveAndPunk They hadn’t released Santana one yet!

[Gary Kreps @GaryKreps]

@steveofthewater @NewWaveAndPunk We made them Baby - what does your generation have to show for it ?????? Video games!

[Gary Kreps @GaryKreps]

Last Tuesday was the BIG BREAKOUT to all time highs.
Today a new ATH after a 2.5 month consolidation.
Very classic pattern.

Time for the skeptics ( and there are many of you out there) and bears to start your hibernation early this year! Probably should never have come out of their caves to start with....

[Gary Kreps @GaryKreps]

Absolutely blowing out the shorts across the board!!

[Gary Kreps @GaryKreps]

@TheStalwart Why is this info worth a tweet? It is totally normal after intervention that we get retracent of the move.

[Gary Kreps @GaryKreps]

@Airaasayss 16

[Gary Kreps @GaryKreps]

Absolutely blowing out the shorts across the board!!

[Gary Kreps @GaryKreps]

Not enough refining capacity but wholesale gasoline falling like a stone???

[Squawk on the Street @SquawkStreet]

"The biggest problem in this market is the lack of refining capacity,"
President of Sankey Research Paul Sankey on the energy market after Pres. Trump scrapped planned strikes on Iran:

https://t.co/TaATYhkG81