Top Tweets for #CommonSenseBull
Grateful to Michael Arone, State Street’s Chief Investment Strategist, for joining me on The Common Sense Bull. We had a great conversation on markets and what’s ahead for 2027, and I’m excited to share it.
Episode 12 drops tomorrow at 7 AM ET.
#CommonSenseBull
Where does Marvell fit in the AI trade?
I asked @Hedgeye’s Felix Wang (@HedgeyeTech) where he sees opportunity in tech. Here’s why Marvell’s reach across AI networking and optics makes it one of his top picks.
$MRVL #CommonSenseBull
It’s not all bullish in tech right now.
I appreciated the chance to sit down with Hedgeye’s Felix Wang (@HedgeyeTech) to discuss tech opportunities and credit market risks heading into 2027.
Catch the full #CommonSenseBull episode below.
@DiMartinoBooth warned that she believed raising rates in September would be a policy error. Here’s why.
#CommonSenseBull
Stocks at record highs. Consumers stretched.
@DiMartinoBooth joined me to explain why she thinks auto and credit card delinquencies at Great Recession levels, even before a big rise in job losses, are a warning sign worth watching.
#CommonSenseBull
Not every part of the market deserves our capital right now. We're focused on where strength is showing up, especially semis.
#CommonSenseBull
Certain areas of tech are starting to show signs of bottoming, even as yields continue to rise. We believe they could lead this market into year-end.
#CommonSenseBull
Wall Street has caught up to 5% yields and a hawkish Fed. Neither surprised us.
Now we're focused on what comes next: rotating out of defense and back into select areas of tech ahead of Q4.
Full breakdown on the latest #CommonSenseBull. Link below.
More than $3 trillion of debt in one segment of the economy.
@GaryKaltbaum sees uncomfortable parallels to 1999–2000, particularly around circular financing. His read: Wall Street is being remarkably nonchalant about it.
Full conversation on the #CommonSenseBull. Link below.
The market first. Everything else second.
That’s @GaryKaltbaum’s approach, and it’s why he’s watching yields and credit closely right now.
Our full conversation is on the #CommonSenseBull. Link below.
@RyanDetrick: A bull market is like a cruise ship. Once it's moving, it's hard to turn around and hard to stop.
Four years old doesn't mean this one's done. Link below.
#CommonSenseBull
A 3-5% pullback is always on the table.
@RyanDetrick doesn't think this one goes much further than that.
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Higher rates aren't the story many are making them out to be. If yields are rising because the economy is accelerating, this market can handle it.
New episode with @RyanDetrick of @CarsonGroupLLC. Link below.
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Corrections and recalibrations can be healthy for the longevity of a market. @DariusDale42 on why one may be coming, and why he doesn't think it ends the bull market.
Link below.
#CommonSenseBull
There's a difference between being an investor and being a risk manager. @DariusDale42 explains the distinction in the new episode.
#CommonSenseBull
The classic 60/40 buy and hold strategy, in my opinion, is officially outdated. @DariusDale42 and I get into why, and what to do about it, on the new episode.
#CommonSenseBull
When @DivesTech calls a tech setup, pay attention. ⚡️
Pounded the table on $MSFT & $PLTR a few weeks ago → both just ripped higher post-earnings. 🚀
Another masterclass in tech coverage. Who caught the move? 📈
#DanIves #Earnings #TechStocks #CommonSenseBull
There is a lot more going well in this market than going poorly. Here's why the equal weight S&P hitting new all-time highs keeps me optimistic on 2026.
#CommonSenseBull
The tech trade isn't dead, in our opinion. We still favor software and cybersecurity over semis. Bumpy through September, then we think it's off to the races.
#CommonSenseBull
Is the bull market over? Eddie's short answer, and the data behind it, in the newest episode.
#CommonSenseBull
We called for this summer chop, and now the carnage in tech is setting up the trade for the back half of 2026. Don't sleep on a September surprise from the Fed.
Link below.
#CommonSenseBull
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