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X @TylerD 🧙‍♂️
RT geebz (@0xGeebz)the breakout product of 2026perpifying equities and ETFs, biting into the retail side of 0DTEs which make up 50-60% of total volumethe floodgates are just beginning to open ...
X @Bloomberg
Bloomberg· 2025-11-18 12:25
Investors cut their exposure to UK equities at the fastest pace in over three years, according to Bank of America Corp.’s global fund manager survey https://t.co/OjIXkYl9w9 ...
X @Bloomberg
Bloomberg· 2025-11-18 12:13
Investors’ cash positions dropped below a critical threshold in a monthly Bank of America survey, triggering a so-called sell signal for equities https://t.co/aLZenf05bC ...
Why bitcoin's decline may be signaling a warning for markets
Yahoo Finance· 2025-11-17 22:09
Recent note from city pointing to crypto weakness as a potential warning sign for equities but saying liquidity could soon turn and revive risk assets into year end. For more Dirk Viller, head of macro strategy and asset allocation at city. Dirk it is good to see you as always.Let's start with that recent note from you all Durk where you were talking about Bitcoin's recent weakness as sort of this this warning sign for stocks since you've said you know wrote that Bitcoin's even weaker but but start there Di ...
X @Bloomberg
Bloomberg· 2025-11-13 14:58
US equities dropped at the open, poised to snap a four-session winning streak, as investors continue to grapple with a lack of US economic data despite the end of the government shutdown https://t.co/gxpH50b52S ...
Inflation Key for Reeves After UK Growth Slows: 3-Minute MLIV
Bloomberg Television· 2025-11-13 12:08
ANNA: THANK YOU. VALERIE TYTEL. OUR REPORTER SKYLAR, VERY NICE TO HAVE YOU ON THE PROGRAM.IT SEEMS AS IF THE END OF THE SHUTDOWN HAS PROVIDED SOME POSITIVE MOMENTUM. IS THIS A DRIVER HIGHER FOR STOCKS AND FOR GOLD IT WOULD SEEM THAT HAS LEGS. ABSOLUTELY.WE HAVE SEEN THE MOMENTUM BEHIND THE EQUITY MARKS. THIS IS ANOTHER POSITIVE DRIVER. THE MAIN POINT IS GROWTH.THAT IS WHAT EQUITIES CARE ABOUT. YOU HAVE THE U.S. SHUTDOWN. YOU CAN GET BOOSTED.I THINK THE OTHER BIT OF THE PUZZLE IS YES, YOU'RE LIKELY TO HAVE W ...
Setup for equities into year-end is pretty positive, says Wells Fargo's Ohsung Kwon
CNBC Television· 2025-11-07 20:27
Let's talk about it all with Osan Kuan. He is the chief equity strategist at Wells Fargo joining us on set. And I know this week's been a little bit weird, but the stock market we're supposed to buy when prices go down.So, you remain bullish. >> That's right. I think you buy the dip here.Um I think the setup for equities into the year end is pretty still pretty positive. Uh we just had a actually really good earning season when companies beat by 8% on EPS. It was actually the broadest beat that we saw uh in ...
Private Credit ETFs: Takeaways From ALTSTX
Etftrends· 2025-11-06 12:46
Core Insights - The research focus is shifting from equities to alternative investments such as crypto, commodities, and private markets, indicating a diversification in investment strategies [1] Group 1 - The trend towards alternatives does not imply that equities have lost their appeal, suggesting that equities remain a relevant investment option [1]
Very unusual to have such high concentration in equities, says Apollo Global's Torsten Slok
CNBC Television· 2025-11-05 19:47
Let's kick it off with one of the smartest people out there. Apollo global management chief economist Torsten Sllock. Love the stuff and the data that you and your team put out.Torston, one of those is this. Earnings expectations for the so-called magnificent 7 have gone up. But for the other, say 493 S&P 500 stocks, they have not.How do we read that. Well, the key issue here is that since the beginning of the year, we've seen a very bifurcated market obviously and is not only in terms of performance, but w ...
Stock Market Strength Isn't Undermining Gold
Seeking Alpha· 2025-11-03 16:44
Call it the year of the inflation trade. At least that’s how many investors are characterizing 2025 with its persistent, yet atypical, strength in both gold and equities.Clif Droke is the chief analyst for the Cabot Turnaround Letter. He has covered equities and commodities, specializing in gold, since 1997 and has worked for Cabot Wealth Network since 2020.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such posi ...