Nikith

Economy, Real estate, Equity markets & Intl. Development Analyst; ex-TSLA+McKinsey; MIT+Stanford grad; Dad & husband; Posts NFA; repost not endorsements

[Nikith @Nikithmusings]

Are markets being eerily similar to 2021?

Late 2021, high beta ($BTC, $ARKK) peaked weeks before $QQQ and $SPY. Seeing a similar thing play out now.. See below...

2021 Peak date 2025 peak?
$BTC Nov 7 Oct 5
$ARKK. . Nov 1 Oct 8
$QQQ. . Nov 19 Oct 29
$SPY. . Jan 3, 2022 Dec 10?

Important question is - have we already seen the bottom on Nov 20 or are we on the cusp of a new prolonged correction

[Danielle DiMartino Booth @DiMartinoBooth]

"Gurl," we TRADE the narrative (Markets are not rocket science)

Owning the truth comes in handy for professional investors who know U3 the most lagging economic indicator. It follows other data into recession

WRT jobless claims: Only 1-in-4 US unemployed TODAY collect benefits

[Nikith @Nikithmusings]

@VolSignals Agree that weekend nos are illiquid and not to be relied upon. But if the Nikkei is up 3%, isn’t that a precursor to what could happen to our markets ? Also, thank you for your videos

[Nikith @Nikithmusings]

@charliebilello Most of the rallies were during recoveries i.e. in periods immediately following bear markets. Of course % gains are going to be impressive as the markets try to get back above previous highs. The current rally is different because it comes on top of an already galloping bull.

[Nikith @Nikithmusings]

@JaredKubin PYPL

[Nikith @Nikithmusings]

@Mr_Derivatives Too soon! Still 2 trading days left.. and an OPEx happening

[Nikith @Nikithmusings]

@Dagnoncap @BenKizemchuk Then why is MSFT far from ath whereas spx is creating a ath everyday

[Nikith @Nikithmusings]

@BoringBiz_ Great going @apoorv03

[Nikith @Nikithmusings]

@Mr_Derivatives Software is down considerably while semis are not as much. So overall tech might be only down 8% but within tech, there might be generational buying opps in some sectors like saas

[Nikith @Nikithmusings]

@tweetKishorec Is coimbatore Eastern bypass part of this plan ? As it was originally?

[Nikith @Nikithmusings]

@KobeissiLetter Looks he is trying to become even more popular with the public

[Prof. Shamika Ravi @ShamikaRavi]

Bihar has witnessed the fastest improvements in living standards compared to all other large states in India. This transformation is an important part of @NitishKumar ‘s legacy.

[Nikith @Nikithmusings]

It really depends on how you define 'Kolkata' and the other cities. Highly possible that 'Kolkata' GDP in the above list includes the GDP of the neighboring districts too whereas Bangalore GDP might count just Bangalore urban district's contribution while ignoring the Bangalore rural district's contribution. Love Kolkata but we need to look at the numbers in detail.

[Eric Balchunas @EricBalchunas]

Today saw a VOLUME ERUPTION in $EWY the South Korea ETF which did $6.2b today (5th among ETFs), double its all time record as a 25yrs old (ancient for an ETF). The price has gone parabolic, up 161% 1yr and 65% YTD. Not totally sure why, pretty sure it involves K-Pop tho

[Nikith @Nikithmusings]

@TheStalwart Me thinks the markets are experiencing a normal multiple compression exercise (given that we are 22.4x forward earnings) that is masquerading as an AI cannibalization play.

[Nikith @Nikithmusings]

Dotcom bubble (first pic) popped after a parabolic move in Nasdaq composite. Would you rather have a parabolic move and a pop or a bear market that looks like the wyckoff distribution pattern (second pic)?

[Nikith @Nikithmusings]

@TheStalwart Me thinks the markets are experiencing a normal multiple compression exercise (given that we are 22.4x forward earnings) that is masquerading as an AI cannibalization play.

[Nikith @Nikithmusings]

@GreatKerala1 Kolkata the OG rockstar ! Also, I would view the whole of Kerala coastline as one giant city, like Miami metro for instance, with a population of 30 million or 3 crore.

[Nikith @Nikithmusings]

@HedgieMarkets Is the recently viral X article - 'Something big is happening' by Matt Schumer part of this campaign ?

[Nikith @Nikithmusings]

@IndianGems_ And the innocent bystanders and opposite direction vehicles have to pay for it