Luca Seminaroti

[Luca Seminaroti @LSemi_88]

Kospi #EWY is challenging gravity:

- 5 std dev distance from 52w ma;
- breadth divergence vs last peak;
- concentration as samsung and hynix account for almost 50%.

You need very good reasons for being contrarian: is this one of those?

[Ryan Detrick, CMT @RyanDetrick]

This is wild.

AAII bulls minus bears is -11.1% in 2025. Only 3 other times has this ever been -10% and all happened in bear markets ('90, '08, and '22).

Incredibly, bears outnumbers bulls by 11.1% in '08, the exact same level as in '25 so far.

Wow.

[Luca Seminaroti @LSemi_88]

@RyanDetrick The great bubble with no one bullish

[Luca Seminaroti @LSemi_88]

Gold is on pace for a record high this month. Beware of the breadth getting stretched here, as the percentage of mining stocks above their 200d MA is above 80%.

[Luca Seminaroti @LSemi_88]

@TheShortBear Those were great times to be long

[Luca Seminaroti @LSemi_88]

@i3_invest Would love to see all the curve inversions, not just the last couple

[Luca Seminaroti @LSemi_88]

Americans, your idea of future looks every day more like our lived past #Europe #Trump

[Luca Seminaroti @LSemi_88]

@allstarcharts @AlfCharts Congrats!

[Luca Seminaroti @LSemi_88]

@allstarcharts Equity rates sensitive breaking out, and they have bene rising ALL year

[Luca Seminaroti @LSemi_88]

@allstarcharts

[SentimenTrader @sentimentrader]

"Parabolic advances usually go further than you think, but they do not correct by going sideways." - Bob Farrell

With cocoa prices surging more than 134% over the last year to the highest level in history, is this time different?

[Luca Seminaroti @LSemi_88]

What's with metals and precious metals next week now tha gold miners stopped going down?

[Luca Seminaroti @LSemi_88]

@allstarcharts Never!

[Luca Seminaroti @LSemi_88]

2) of course there Is no such a thing like a good with infinite demand regardless the price,i.e. the price action gets unsustainable and instabile
3) what rises vertical, doesn't correct sideways, meaning the imbalances retrace quickly.

[Luca Seminaroti @LSemi_88]

Cocoa going vertical!
Few fascinating things about parabolic price action:
1) the slope of a trenline indicates the strenght on the demand side, the steeper, the stronger.
Vertical trendlines imply infinite demand for that good though.

[Luca Seminaroti @LSemi_88]

When in doubt, zoom out: nice setup on a monthly basis for #tlt as price stopped going down, momentum on the rise with a MACD cross, and relative performance at the lowest in decades. Risk reward looks appealing: what if bonds starts outperforms stocks from here?

[Luca Seminaroti @LSemi_88]

The most concerning chart to me: the "get me on that boat" trade #spy

[Luca Seminaroti @LSemi_88]

@SethCL Buying at all time highs sounds trend following to me

[Luca Seminaroti @LSemi_88]

@allstarcharts IWM

[Luca Seminaroti @LSemi_88]

@allbullnobear8 agree! what about small caps? if we are not in recession anytime soon, we can rally hard there