Aaron Dirlam

Co-Founder, SpringTide Partners

[SpringTide Partners @springtidetalks]

ICYMI: This week's chart compared 1-yr fwd returns for U.S. stocks for all days since '86 (teal bars) to just those days when oil had rallied >40% in prior yr (yellow). The 10.3% spread suggests jumps in oil prices may be a significant headwind for stocks. https://t.co/kfBD6uiFHY

[SpringTide Partners @springtidetalks]

ICYMI: Record High Faith in the Fed! This week's #SpringTideCOTW looks at the record low spread between Treasury implied inflation rates of different maturities.
(link: https://t.co/tz1nUg248B)

[SpringTide Partners @springtidetalks]

In 2017, more than 75% of IPOs had negative earnings--the highest percentage since the peak of the Dot-Com Bubble in 2000. #SpringTideCOTW
link: https://t.co/ceF3pMAlKu

[SpringTide Partners @springtidetalks]

From the SpringTide blog: How's your balance sheet? Why we believe the worst asset class of the last nine years may be the most helpful going forward. Link: https://t.co/kiZ2soGsNd

[SpringTide Partners @springtidetalks]

From the SpringTide blog: Comments from our roundtable discussion with @RealRickRule , @JohnFMauldin & Chris Casey of Windrock Wealth. Topics covered included the dollar, emerging markets, Treasury supply, North Korea & cryptocurrencies.
Link: https://t.co/Clw3GFBmZl

[SpringTide Partners @springtidetalks]

From the blog: Don't Panic -- why we would like to see a little more concern before we get interested in adding to U.S. stocks. Link: https://t.co/dUjl1DwpBA

[Rob Topping @ToppingCapital]

Happy Valentine’s Day to thought provoking researchers @springtidellc 😜❤️ https://t.co/8E9m5lzfBz

[SpringTide Partners @springtidetalks]

Roses are red
Inflation’s unfreezin’
Success at the Fed
But our margins are squeezin’

Happy #CPI/Valentine’s Day, everyone!

[SpringTide Partners @springtidetalks]

Yesterday two bubbles burst: the first was the tulip bubble and the second was the bubble in complacency (low volatility). As fate would have it, February 5th was the 381st anniversary of the peak of the tulip bubble in the Dutch Republic...

Read more: https://t.co/eNfJnFMeIi

[SpringTide Partners @springtidetalks]

Our chart of the week compares 1-yr fwd returns for every day since 1928 to a subset of days that are similar to today: historically expensive in a strong y/y up-trend >30%. #SpringTideCOTW - https://t.co/6KqZWFBgDO

[Saving Moses @savingmoses]

We're so grateful for each and every one of you who make our work possible! We couldn't do it without you.

[SpringTide Partners @springtidetalks]

COTW: 396 Days & Counting! #springtidecotw https://t.co/1I5vGT96jO

[SpringTide Partners @springtidetalks]

COTW: Is this the most expensive stock market in U.S. history? #springtidecotw
https://t.co/qXgb14aB09

[SpringTide Partners @springtidetalks]

COTW: The labor market has finally recovered #underemployment #springtidecotw (link: https://t.co/PLDspG9XQ3)

[SpringTide Partners @springtidetalks]

COTW: What U.S. Companies are Saying & Doing About Tax Cuts #springtidecotw (link: https://t.co/tzrsTBVGQ6)

[SpringTide Partners @springtidetalks]

COTW: Investor sentiment hits a new cycle - https://t.co/PM65rY3Sgn #SpringTideCOTW

[SpringTide Partners @springtidetalks]

"Put a Spring in your step" ftw

[Citywire RIA @CitywireRIA]

'There are few exceptions, but he is one': meet the micro-cap star breaking the mold https://t.co/MMQa0tB4xP

[SpringTide Partners @springtidetalks]

Our July Insights is out: If-By-Bitcoin https://t.co/2rK2FJlbw4 #SpringTideInsights

[Aaron Dirlam @dirlam855]

#Cuba312 #UPshow