We looked inside some of the tweets by @ReformedBroker and here's what we found interesting.
Inside 100 Tweets
Last Seen Profiles@parta__ @syberspaz @YhoryetMorales @Flvio19384061 @koophub @berketabak55 @matestm @RobinswoodAir @furkoc @HakanTuner6 @TonyWHOA @rmT7sTCiIXTCFSa @Saya_vivi @James_Connel1 @LoranneDcy @chef40138376
Oh, also I was long the whole time I was bearish. Until Friday afternoon.
The two-day, two trillion-dollar wipeout http://dlvr.it/RQnwB2
ESG investing is “a complete fraud” http://dlvr.it/RQnw8m
Three surprises for 2020 -
The US dollar
The Euphoria Phase of the bull market
The case for healthcare stocks
Michael Arone (State Street SPDRs) has gone 10 for 12 in his annual surprise calls since 2016, check this out:
You should never miss a @mark_dow post. https://behavioralmacro.com/the-anatomy-of-a-sell-off-the-three-phases/
My best guess is a half-hearted rally into the close ahead of Trump’s 6pm Rose Ceremony.
But we haven’t even begun to get the US contagion headlines yet. I don’t think they’ll be reacted to well initially.
Just my gut, we have more work to do in the processing department.
Hong Kong is just literally handing out cash at this point to calm people the f*** down https://www.cnn.com/2020/02/26/economy/hong-kong-budget-2020-economy/index.html
The 600 point range for Dow futures this morning tells you how rationally everyone is acting.
We just saw 2 days with 90% of NYSE issues going down.
When we saw similar 2 day periods of such widespread selling in the past, $SPX rallied every time 2 months later by a median of +7.6%
1 year later? $SPX up every time by a median of +24.8%
I agree with @Neil_Irwin take here. In a services economy, you can whistle past a manufacturing recession but not a travel and shopping lockdown. https://twitter.com/thecompoundnews/status/1232613479665807362
“We would rather have a vaccine than a rate cut and fully recognize that monetary policy is not optimized for addressing this type of shock” https://www.nytimes.com/2020/02/25/upshot/coronavirus-wall-street-analysis.html
17,000 Americans died of H1N1 in 2009, but it barely registered on Wall Street because stocks already crashed 50% and we were talking about a new Depression.
COVID-19 hit with the market at record highs, 80% of S&P 500 stocks above their 200-day. Sellers needed a reason.
Biden’s most passionate moment of the whole campaign was screaming at Tom Steyer (?) about who is the biggest racist. This party is cooked. These people are unserious. #DemDebate
Clips From Today’s Halftime Report http://dlvr.it/RQlbc2
Morgan Stanley just paid $2500 per customer to acquire ETrade at the top of the market. Hasn’t been an uptick since.