roger24 Chien

value invester

[roger24 Chien @rogerjj1999]

@Elifbenad 90

[roger24 Chien @rogerjj1999]

@crookedchair69 @Mr_Derivatives Gold is an element, can be made only by nuclear-reaction. No one would spent that much effort to do so.

[roger24 Chien @rogerjj1999]

@TaviCosta It's absolutely low, but what's the reason it should rise ?

[Michael Burry Stock Tracker ♟ @burrytracker]

This isn't good ...

Personal interest payments (blue line) now exceed wages (red redline) for the first time

[roger24 Chien @rogerjj1999]

@GameofTrades_ would be better to see asset also

[Charlie Bilello @charliebilello]

US CPI has moved down from a peak of 9.1% in June 2022 to 3.1% today.

What's driving that decline? Lower rates of inflation in Fuel Oil, Gas Utilities, Gasoline, Used Cars, Medical Care, Apparel, New Cars, Food at Home, Electricity, and Food away from Home.

Shelter and Transportation are the only major components that have a higher inflation rate today than June 2022.

[Michael Burry Stock Tracker ♟ @burrytracker]

📣 The tech-to-small-cap ratio has skyrocketed, surpassing even the heights of the Dot Com bubble.

The magnificent 7 stocks seem dangerously overbought. Anyone else feeling frothy?

Chart: @GameofTrades_

[The Kobeissi Letter @KobeissiLetter]

For decades, job openings in the US and the S&P 500 has been highly correlated.

Beginning in early 2022, job openings began moving sharply lower.

Currently, the S&P 500 and job openings have a wider gap than ever before.

Either job openings need to rise or the S&P 500 needs to fall, but history says the gap must be closed.

What will it take to close this gap?

[Charlie Bilello @charliebilello]

Apple's P/E Ratio: 29x
10-year average: 20x

Apple's EV/EBITDA Ratio: 22x
10-year average: 14x

Apple's Price to Sales Ratio: 7.3x
10-year average: 4.7x

$AAPL

[ISABELNET @ISABELNET_SA]

📌 Tech Flows

Tech funds saw outflows over the past week, suggesting a decrease in investor interest in tech stocks
👉 https://t.co/JKtv1wBK8o

h/t @BofAML #markets #tech #flows #assetallocation
#nasdaq $ndx #stocks #stockmarket #equities #investing

[Barchart @Barchart]

Hedge Funds continue adding to their short U.S. Treasuries futures position which has now reached the largest short position in history

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

The low percentage of US stocks trading above their 50-day moving averages, a contrarian indicator for oversold conditions, may indicate a potential rally in the S&P 500
👉 https://t.co/yIk7SZYp6p

h/t @BofAML #markets #sp500 $spx #spx #stocks #stockmarket #equities

[Bravos Research @bravosresearch]

Corporate bankruptcies have been spiking in recent weeks

Let's take a look at why and the market implications

An important thread 🧵

[ISABELNET @ISABELNET_SA]

🇺🇸 Earnings

Despite the weakening economic growth, analysts are maintaining their optimism regarding earnings
👉 https://t.co/3SVJ18RESn

h/t @LanceRoberts #markets #investing #earnings #EPS
#sp500 $spx #spx $spy #stocks #stockmarket #equities

[Bravos Research @bravosresearch]

Investors are showing signs of extreme optimism

Current levels have marked local tops in the market

[ISABELNET @ISABELNET_SA]

🇺🇸 Valuation

Small-caps are relatively inexpensive compared to large-caps, which could make them an attractive option for investors looking to diversify their portfolios
👉 https://t.co/14i5SQVCfd

h/t @BofAML #valuation #equities $rut
#smallcap #smallcaps #stockmarket #stocks

[ISABELNET @ISABELNET_SA]

📌 Luxury Stocks

Do luxury stocks still have room to rise?
👉 https://t.co/CDZ8Ga5d4w

h/t @BofAML #markets #luxury #stocks
#returns #stockmarket #equities #investing