Top Tweets for #fangsbite
Super Early Bird in the US?
Coffee Time in Europe?
Dinner Time in Asia?
Why not come hang out w/ me and @dagenmcdowell on @MorningsMaria?
So much to discuss from #FedInABox to #FANGsBite to #OilSqueeze to BUIDLing a #CryptoBASE w/ #Bitcoin
Super Early Bird in the US?
Coffee Time in Europe?
Dinner Time in Asia?
Why not come hang out w/ me and @MariaBartiromo on @MorningsMaria?
So much to discuss from #FedInABox to #FANGsBite to #OilSqueeze to BUIDLing a #CryptoBASE w/ #Bitcoin
#FANGsBite
* it’s their nature
Since 1/26/18, FAANMG stocks (red) pushed overall S&P 500 up 2.2% while other 494 stocks (blue) pushed overall S&P 500 down 2.6% (restated, since then, FAANMG stocks advanced, but little else has)
(Past performance is no guarantee of future results)
@biancoresearch
As my HS wrestling coach was fond of saying “where the head goes, the body follows...”
#FANGsBite 🐍
#RiskHappensFast
Keep an eye on $AMZN.
It just broke down from a 4-year support.
Pockets of this market are starting to fall apart:
Busted IPOs.
Cancelled IPOs.
Small caps.
Micro caps.
FANGs.
Software stocks.
It all looks done for this business cycle.
#FANGsBite
It’s their nature...
$NFLX is a must watch.
Now diverging 25 pct pts from Nasdaq!
It’s the first FANG stock...
1) below its 200 DMA;
2) with a death cross set up;
3) breaking down from a multi-year support;
Is this an inflection point for stocks?
Still trades at 106x EV to FCF estimate for 2022!
One Year Returns are Telling Us Something
US Treasuries: +36%*
Utilities $XLU +21%
Staples $XLP +17%
S&P 500: +2%
Facebook $FB +2%
Google $GOOGL -4%
Apple $AAPL -10%
Netflix $NFLX -21%
*ZROZ PIMCO 25+ Year Zero Coupon US Treasury ETF. Big gain in Utilities today, new highs.
Morgan Creek Capital Management CEO @MarkYusko says to sell FANG stocks
https://t.co/kiRHkOCDw1
#ClamanCountdown
Lack of Breadth is death to Bull Markets... #FANGsBite
/3 And market internals suck. For first example, consider $OEXA200R. Since January 2008 we have a clear wave pattern *down* -- the market highs are being driven by a very narrow set of companies (ie, #FAANG and so forth). HT @MarkYusko #WorldsGreatestIndicator
My thoughts on Facebook: The institutionalized failure to see and respond to the platform’s downsides may render Facebook the Digital Age’s Enron— a canonized example of how greed & corruption can fell even the mightiest https://t.co/8vMjc9YKl1
"FANGMAN stocks down ~22%, or a feather-ruffling $1.04 trillion, from their combined market cap peak on August 31" https://t.co/X8gQnqteJe
The 5 FAANG stocks have lost $1 trillion for perspective.
@matthewryancase @PowerLunch When prices of an asset are materially above #FairValue and there is no #MarginOfSafety and sentiment changes from #Momentum to #Value... #RiskHappensFast
#FANGsBite
It’s their nature... 🐍
FAANGS off -30-50% from the summer highs, consumer staples XLP up +14% since May, a colossal capital migration is unfolding here as well.
(2)
% Below 52-week High...
$FB: -40%
$AAPL: -20%
$AMZN: -26%
$NFLX: -36%
$NVDA: -49%
$GOOGL: -20%
#FANGsBite
It’s their nature...
$QQQ update - large, medium, & small-scales. I think tech hit ATH Aug29. If thesis correct, we are in the "third of third of first" down & it should carry to <$154/sh. I am least certain of waves since Oct. 17. $NDX $COMPQ HT @fximperija @MarkYusko @lecontewealth
Calendar word: De-FANGed.
Tech sentiment has almost come full circle. Hedge funds now net short, mainstream media negative. Equity fund managers will keep some til January 1st for window dressing reasons, then the retail tourist money flees. And THEN, they are investible again...
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