Joao Paulo Pires 📶

Just tweets and retweets about the financial markets, week over week.

[Joao Paulo Pires 📶 @jpagp3]

Charles Bragg, "Stock market ticker tape"

[Joao Paulo Pires 📶 @jpagp3]

@Chartfest1 @mark_dow The wine 🍷

[Joao Paulo Pires 📶 @jpagp3]

@Chartfest1 Belmonte - > https://t.co/PCfmr0jisD

[Joao Paulo Pires 📶 @jpagp3]

@Chartfest1 https://t.co/doKLDqPfuO My city also has some notable jewish personalities like Amato Lusitano

[Joao Paulo Pires 📶 @jpagp3]

@Chartfest1 If I may, I suggest visiting Trancoso and Belmonte in Portugal, two small towns with strong Jewish roots :)

[Joao Paulo Pires 📶 @jpagp3]

@Chartfest1 The 19th century Portuguese liberal revolution started In Porto, but wasn’t like the British liberal had flaws and few contradictions but the stock building is indeed very beautiful

[Joao Paulo Pires 📶 @jpagp3]

@Chartfest1 Hope you are enjoying my country Porto is very beautiful Mrs Helene

[Joao Paulo Pires 📶 @jpagp3]

@TommyThornton I think VIX monthly timeframe has a demark 9 ... usually very rare and likely to go up from here

[Joao Paulo Pires 📶 @jpagp3]

@TommyThornton @RampCapitalLLC Luminox quartz watches are very cool too, it’s like a “Swiss” gshock

[Alessandro Palombo @thealepalombo]

I'm Italian.

Over the years, it's been painful seeing Europe’s demise:

1960 - EU was 36% of global GDP
2008 - US GDP surpassed EU
Today - US economy 50% larger than EU

But why such a decline and is there any hope?

Here's everything you need to know about the fall of Europe:

[Otavio (Tavi) Costa @TaviCosta]

US stocks currently account for 73% of the MSCI World Index, the highest single-country weighting ever recorded in its history.

This overwhelming dominance reflects how US equities have attracted the majority of global capital, leaving the rest of the world largely overlooked and underfunded by investors.

At what point does the tide shift?

Those who believe it never will are blatantly ignoring the lessons of history in my view.

Market leadership undergoes secular shifts, and after an extended period of US stocks outperforming the rest of the world, I see an increasing likelihood that capital could begin to flow back into countries that have long been overlooked.

[Holger Zschaepitz @Schuldensuehner]

US companies are dominating the stock market like never before. The 500 firms in the S&P 500 make up nearly half of the world's total market capitalization. (Chart via SRP)

[Elon Musk @elonmusk]

Wow, Germany carries a lot of the cost of the EU!

[Wall Street Mav @WallStreetMav]

You thought taxes were high in the USA.
Look at Europe. It's crazy.

[Eric Balchunas @EricBalchunas]

Even tho this is a bit inauthentic I can't knock it as all of these countries constantly seeing the US steal away local investors like a liquidity vampire. The US has a quarter of all the ETFs in the world but has 70% of the global aum and 84% of all the volume. You gotta fight for your liquidity.

[Joao Paulo Pires 📶 @jpagp3]

@MikeZaccardi You need to try portuguese food, its better than Brasil trust me ... I know the two of them.. but I'm suspicious because I'm Portuguese 😅

[Jesse Felder @jessefelder]

For the first time in 22 years, bonds are yielding more than stocks. https://t.co/YZepdS8wix

[Joao Paulo Pires 📶 @jpagp3]

@nope_its_lily @RampCapitalLLC She says maduro won the elections omg she is pure evil

[Otavio (Tavi) Costa @TaviCosta]

Watch for instances when small-cap volatility surges relative to the VIX, as this often signals impending stress.

▪️ Yield curve screaming recession ahead
▪️ Cracks in the labor market
▪️ Deterioration in consumer discretionary data
▪️ Cyclical industries underperforming
▪️ Bankruptcy filings rising

I’m not sure where these narratives about rate cuts keep coming from, but they have consistently preceded every market downturn we’ve seen in the last few decades.

[Kevin Gordon @KevRGordon]

Here is the S&P 500 with maximum % drawdowns going back to 2000 ... presidential election years shaded in orange

[Eric Basmajian @EPBResearch]

A visualization of the US debt situation:

Where does all the debt sit?

Where are the problem areas?

Let's break down the sectors with the largest and fastest-growing debt burdens 👇.

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