Top Tweets for #quadshift
SECTORS: 8 of 11 Sector Styles were up yesterday as the broading continues post the #QuadShift
HIGH YIELD: this is precisely what this Factor Exposure should have done during a #QuadShift back to MONTHLY #Quad2
In today's Early Look: "Monthly #Quad3 = September"
See how I did that? Alongside my #QuadShift (from 2 to 3), I pivoted away from Belichick towards Holtz.
I was in bed for the 2nd half, but it looks like Bill’s Tar Heels got #Quad4’d last night!
Mental toughness is a choice — especially at all-time highs.
Markets change, flows shift, and if you can’t pivot with them, you will get steamrolled.
Knowing when you’re wrong isn’t weakness. Refusing to change? That’s dumb alpha. #GlobalMacro #QuadShift
In today's Early Look: "Long Only Repositioning for Q3"
After making an excellent #QuadShift from #Quad4 in February-April to #Quad2 in May-June...
Welcome to Quad Shifting INCREMENTALLY in Q3!
$QQQ Relentless → 4 Days of ATH Closes
Labor slowing. Yields stuck.
Large Cap Growth keeps working as the US Quad Map shifts toward #Quad3.
Risk Range™ still signaling higher-highs for $QQQ.
Process. Not luck. Full update👇
#QQQ #SP500 #QuadShift #Macro
In today's Early Look: "Squeezing Out The End of Q2"
As we approach the end of June, we’re not only approaching the end of what’s been an epic MONTHLY #QuadShift from USA’s #Quad4 in April to #Quad2 in June, we’re approaching the end of Q2
Bond Market’s Talking — Are You Listening?
Bonds are front-running the cycle shift. Some see falling yields and hear “rate cuts.” We hear something else entirely.
Macro isn’t about headlines — it’s about sequencing. #QuadShift #MacroPlaybook
Assuming you heard that from me, you’re misquoting it - he said the last 3rd is the hardest to get right …
I say making the #QuadShift is the most profitable move to make (PTJ doesn’t do The Quads)
CHART OF THE DAY: Broadening #Quad2 Bull Market, Reversal in These Will Signal #QuadShift https://t.co/gbTU26ywe9 via @hedgeye
CHART OF THE DAY: Our #QuadShift From Low Beta to High Beta Is Getting Our Subs #PAID https://t.co/tr2SFNEFz0 via @hedgeye
GOLD: down -0.3% (not where your incremental capital should have been invested in this #QuadShift to #Quad2)
Series of #BLHs (big lower-highs) for The Cycle
In today's Early Look: "Another #Quad2 Buying Opportunity"
God willing, they’ll keep fixating on what is present in their rear-view mirror (i.e. #Quad4 Risks we nailed from FEB-APR)...
As we continue to look forward to the next #QuadShift
In today's Early Look: "#QuadShift In April?"
Welcome to another Macro Monday @Hedgeye where the #1 question born out of my measuring and mapping #process is will we see a #QuadShift from #Quad4 in FEB/MAR towards #Quad1 in APR?
A: I don’t know. But the singularity of my #process is built to let my #VASP (Volatility Adjusted Signaling Process) help me answer that question in real-time. I almost never “know” what days a MONTHLY #QuadShift is going to manifest
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In today's Early Look: "FEB Is Now Monthly #Quad4"
When people ask me how I do my job, I usually say that I do it by doing it, over and over and over again.
I rarely know what day markets are going to signal a #QuadShift. I do know what to do WHEN my signals start to change and signal one.
Here's another Core Short and textbook Signal to #QuadShift
France went from economic expansion to #Quad4 in Q2 of 2024 @dsaleminvestor
We remain short of it and the Euro vs. Long USD
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