Top Tweets for #ProfitsCycle
Good morning and God bless! Reallocate your #FocusBudget to the #NextPlay.
MASSIVE week for Macro & Micro catalysts (1st chart). As you review the data, focus your analysis on what each data points implies for the #LiquidityCycle, #GrowthCycle, and #ProfitsCycle 3-6mos from now.
#Team42, as we get ready for 2Q earnings season, we continue to think consensus earnings estimates remain out to lunch. #Profitscycle
@FondueMgr @GoBlue1520 @42macro Who cares if weโre in โrecessionโ? That doesnโt matter. What matters is where we are in the:
#LiquidityCycle
#GrowthCycle
#InflationCycle
#ProfitsCycle
#PositioningCycle
Rate cuts are only bullish when the #GrowthCycle downturn and #ProfitsCycle downturn are adequately priced in.
Unfortunately for people lighting their hard-earned wealth on fire DCA'ing into oblivion, we are nowhere near having priced in the full extent of those downturns.
@SigmaMacroBot @42macroDDale @RaoulGMI @JulianMI2 @Bellehos @SantiagoAuFund @donnelly_brent @SamanthaLaDuc @biancoresearch @JulietteJDI @bondstrategist @DiMartinoBooth @NickGiva @acrossthespread @josephwang Funny how people think rate cuts are bullish for stocks, yet they aren't. Nice chart!
@adapia Please #subscribe at https://t.co/is97GYBBbc. I literally just did an updated deep dive on the #ProfitsCycle in our Leadoff Morning Note yesterday.
I am grateful for the chance to provide an update on our #LiquidityCycle, #GrowthCycle, #InflationCycle, & #ProfitsCycle frameworks that have helped @42macro subs MAKE MONEY this year. Make sure you watch on @MacroVoices YouTube or download the slide deck! https://t.co/kgD5kh3aOq
Good morning and God bless! Reallocate your #FocusBudget to the #NextPlay.
They dynamism of markets is amazing. Money markets effectively cut rates for the Fed due to commodities collapsing on rising European recession risk. Thatโs bullish โtil the #ProfitsCycle revisions begin.
A: On a relative basis? Sure. Value/Cyclicals are the next HARD SELL into the full brunt of the #GrowthCycle downturn getting priced in.
On an absolute basis? No. You better have a sanguine view on the #LiquidityCycle and #ProfitsCycle if youโre making bold calls like this.๐๐พ
Today's Macro Minute is brought to you by the #ProfitsCycle. You heard it here first RE: an earnings recession being more probable than a GDP recession over the medium term.
The Macro Minute | June 7, 2022: https://t.co/aSDLvGkFjE
Macro Minute Charts: https://t.co/igcL3Xq12B
A: Itโs always both. And you need to understand both to TIME markets well. Per our analysis, we are in inning ~5 of the #LiquidityCycle downturn, inning ~4 of the #GrowthCycle downturn, and inning ~3 of the #ProfitsCycle downturn. Conclusion: we are still very much in #STFR mode.
@42macroDDale major downside moves in $SNAP, $WMT, $NFLX, $META, $TGT etc. How much of the moves do you believe is lack of liquidity vs. fundamentals?
Good morning and God bless! Reallocate your #FocusBudget to the #NextPlay.
Reality setting in post OPEX after $SNAP warned investors about the mounting headwinds to the #ProfitsCycle we have been warning about for months. Refer to our May-22 MSR for our latest deep dive on them.
A: #STFR = sell the f-ing rip; #BTFD = buy the f-ing dip
You NEED to understand where we are in the #GrowthCycle, #InflationCycle, #ProfitsCycle, and, most importantly, the #LiquidityCycle to understand WHEN to #BTFD vs. #STFR.
We can help with that: https://t.co/is97GYBBbc. ๐
Howdy #Team42,
At noon today Iโll be joining @BitcoinMagazine to help my #Crypto friends understand where we are in the Macro cycles that matter most: #GrowthCycle, #InflationCycle, #ProfitsCycle, and, most importantly, the #LiquidityCycle. Join us! ๐
https://t.co/yCNnUppCC5
Good context on the #ValuationCycle below. Two ๐ issues:
1. It doesnโt not take into account the #GrowthCycle, #ProfitsCycle, or #LiquidityCycle
2. Iโve never seen a market correct from egregiously overvalued to bottoming perfectly at its mean valuation; it always overcorrects
CHART OF THE DAY: #ProfitsCycle Rages Bullish For Energy & Industrials
via @KeithMcCullough
https://t.co/J13M2far5D
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