Top Tweets for #bubblecaps
#MOAB TECH
If there was a night to go 0 for 3 on #BubbleCaps, tonight wasn't the night we'd have bet
$MSFT $GOOGL and $AMD had some of the highest (bullish) visibility coming in
In today's Early Look: "US #BubbleCaps vs. Everything Else"
Welcome to another Macro Monday @Hedgeye where we’re still measuring and mapping EVERYTHING else. Can we find more Asset Allocations like US Insurance Stocks (IAK and KBWP) that went vertical to all-time highs last week too?
A: we’ll see, won’t we? We don’t have a position in SPY. After selling our Crypto Longs, we’re down to 34 unique Asset Allocations that include some #BubbleCap action like Large Cap Growth (XLG) and SPY Momo (SPMO).
BREADTH: back out the #BubbleCaps and yesterday was nasty
Crazy breadth profile yesterday. 82% of SPX was in the red, with an average decline of -1.62%
= #BubbleCap Distortion via @t1alpha
Chart of the Day
The Yield Curve re-inverted by -15 basis points to -84bps last week.
Is minus -84bps bearish?
A: Yes
Is it bearish for US Stocks?
A: Yes
You know that 31% of Friday’s “up” day for $SPY was driven by 3 widely held #BubbleCaps?
A: Yes
https://t.co/J0wA4cP92k
Instead of chasing #BubbleCaps into month end, @WTSO is giving you an opportunity to BUY ON RED (sale) in Big Time 2015 St. Emilion
Right now on WTSO: 98 Pt. Le Dôme Saint-Émilion Grand Cru 2015 98 rating and 40% off! #wtso https://t.co/d454ReIa0k
$NVDA will be one of the last to crack (because it is one of the most widely owned #BubbleCaps in a bearish market) but even Nvidia will become a screaming short soon. (Just don't get too leveraged in short-dated options. Patience is part of the #Process too.)
Sales of Nvidia RTX 4070 GPUs have reportedly been worse than expected, prompting Nvidia to extend a pause in production of the chips, media report, as sales to China graphics card makers were paused in April on hopes demand might pick up in May, but weak consumer demand means the pause will continue into June. $NVDA https://t.co/H06bphg7rJ
COMMODITIES: just another Major Asset Class signaling a #Quad4 Recession in Demand
Crashing -22.4% from its Cycle Peak...
so you just have to crowd into 5 US #BubbleCaps, pray for "AI" and pretend The Cycle isn't happening
THE MACRO SHOW
LIVE AT 9
"2 for 2 on The Mother of All #BubbleCaps confirming Bearish @Hedgeye TREND after $NFLX and $TSLA report reality," writes @KeithMcCullough
Keith's top 3 things this morning:
1) 2-Yr
2) Copper
3) Sectors
Get prepared.
Join us: https://t.co/WWBcMe5qmY
His "fund" (which is a few widely held #bubblecaps) blew up last year and bounced for a few months - respect is earned, over time, not allocated for a few months
Kiddie Pool splashing and chasing the #BubbleCaps
European Equities don't have the uniquely American FOMO or #BubbleCaps
Silvergate is just one of many #bubblecaps. $SI has lost $5.8 billion in market cap since its cycle peak.
CHART OF THE DAY: Long Precious vs. Short #BubbleCaps, Reiterated https://t.co/wV4ThJcHc4 via @hedgeye
CRASHING
$9 trillion in S&P 500 market cap gone.
#BubbleCaps Market Cap Drawdowns:
$FB: -$640 billion
$NFLX: -$175 billion
$TSLA: -$751 billion
https://t.co/zZRBlxhItq
In today's Early Look: "Long Precious vs. Short #BubbleCaps, Reiterated"
I reiterate 6 Core Asset Allocation Longs vs. 6 Shorts
When is now
160B $CRM and $50B $SNOW #BubbleCaps down -6-8% on the open after having to report economic reality
@KeithMcCullough @Hedgeye When the “slowing rate hikes” and “peak inflation” narratives play themselves out….we’ll be left with earnings reality
Been calling $TSLA out for a while this year #BubbleCaps
TESLA: reminder that this stock was the poster child of the #BubbleCaps and Storytelling Stocks $TSLA
Peaking NOV 4, 2021 $409
Crashing -46% pre tonight
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