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“The depth of recessions should not massively correlated to the size of the S&P 500 declines. The 1970 and 2001 (the mildest) recessions have been very unhealthy for shares.” – DB pic.twitter.com/RUbgqTqIqz
— Sam Ro 📈 (@SamRo) December 15, 2022
With yesterday’s decline within the S&P 500, we have now had 16 down days of 1% or extra.
That is probably the most 1%+ declines in a calendar yr going again to 1952. (Supply: @bespokeinvest)
Not the sort of report we have been hoping to set going into 2022! pic.twitter.com/bE75ae1p9I
— Adam Zuercher (@adamzuercher) December 16, 2022
It’s a bit wonky, however this chart of $SPX efficiency following a #FOMC pause is value noting.
(by way of Apollo/Slok) pic.twitter.com/UJnuqSMvSO
— Carl Quintanilla (@carlquintanilla) December 15, 2022
BTFD is lastly useless. For those who in search of indicators of capitulation, here is one: retail ETF merchants have as an entire stopped shopping for overwhelmed up ETFs. Fed hikes has lastly overwhelmed them into surrendering and/or promoting the rip as evidenced by inverse ETF quantity spiking by way of @psarofagis pic.twitter.com/gCftFFAL1e
— Eric Balchunas (@EricBalchunas) December 14, 2022
Report $1.5tril hole b/w $$$ flowing into ETFs & out of mutual funds this yr…
ETF inflows = $588bil
MF outflows = $950bil
by way of @isabelletanlee pic.twitter.com/U4eGta3Ur2
— Nate Geraci (@NateGeraci) December 16, 2022
“Yesterday retail buyers have been shopping for primarily tech – as normal, probably the most purchased inventory was TSLA” – @vandaresearch pic.twitter.com/tn2b86sRL0
— Gunjan Banerji (@GunjanJS) December 14, 2022
Highest SI % Float wit hShort Curiosity over $50 million pic.twitter.com/cVmn56Yzrp
— Ihor Dusaniwsky (@ihors3) December 15, 2022
If we deal with US inventory funds that existed on the time of ARK Innovation’s 2014 inception…what you discover is that, even in spite of everything of this, ARKK’s lifetime return nonetheless beats ~2/3 of these funds. Of these 2,984 funds, 714 not exist and one other 927 lag ARKK’s return. Anyway. pic.twitter.com/gFjjaPT2wU
— Jeffrey Ptak (@syouth1) December 16, 2022
Powell on altering the Fed’s 2% inflation goal: “We’re not going to contemplate that below any circumstances.”
— Nick Timiraos (@NickTimiraos) December 14, 2022
This can be a US phenomenon. Chronically low stock ranges maintain a firmer base below costs than we’ve got seen in different downturns. https://t.co/IgBglZeiv9
— Jonathan Miller (@jonathanmiller) December 15, 2022
Ought to I step down as head of Twitter? I’ll abide by the outcomes of this ballot.
— Elon Musk (@elonmusk) December 18, 2022
Elon Musk says Twitter Blue subscribers would be the solely ones allowed to vote in coverage associated polls
This come after customers voted for him to step down as Head of Twitter pic.twitter.com/1qcAKvGq5K
— Tradition Crave 🍿 (@CultureCrave) December 20, 2022
Wedbush lambastes Musk over Tesla inventory sale @DivesTech #NotableCall $TSLA $TWTR pic.twitter.com/P0h2eaYmez
— Amber Kanwar (@amberkanwar) December 15, 2022
Twitter has a bug the place suspended accounts may nonetheless use Twitter Areas. Since everybody who is aware of that codebase has been fired, Twitter has shut down the complete Twitter Areas function.
Actually a grasp class in find out how to run a social media service. https://t.co/c607zR2iKQ
— carnage4life@mas.to (@Carnage4Life) December 16, 2022
Elon Musk’s crew is in search of new buyers for Twitter, providing the identical $54.20-a-share deal and making an attempt to shut by the top of the yr. Scoop w/ @ReedAlbergotti https://t.co/ujZOYxlfQG
— Liz Hoffman (@lizrhoffman) December 16, 2022
Paul Graham – founding father of Y Combinator, and somebody who was supportive of Elon Musk because the Twitter takeover – introduced he’s taking a break from Twitter, and advised individuals can discover his Mastodon account on his web site.
He was banned just a few hours later.
I can not consider it… pic.twitter.com/zazPrbQi8g
— Gergely Orosz (@GergelyOrosz) December 18, 2022
$MSFT: “Going into the pandemic, we’re ~20 million MAUs. Our most up-to-date public assertion on Groups has been over 270 million MAUs of Groups..About 6 months in the past, we lastly noticed the variety of minutes spent in chat in Groups surpass the variety of minutes that folks spend in Outlook” https://t.co/48i9QVNwLj
— The Transcript (@TheTranscript_) December 10, 2022
The rising energy of Groups at Microsoft:
“Going into the pandemic…Workplace 365. That was the principle supply of worth for us. Through the pandemic, that modified in a fairly important approach…[Teams is] turning into a significant pressure in industrial software program”$MSFT pic.twitter.com/jCwVyP4Rri
— The Transcript (@TheTranscript_) December 10, 2022
LinkedIn CEO @ryros: “Pre-pandemic, ~1% of all jobs posted on LinkedIn have been distant. As of as we speak, that quantity is ~14%…however that is not the fascinating half. What’s fascinating is north of fifty% of all job purposes every day on LinkedIn go to that 14% of distant jobs” $MSFT pic.twitter.com/5TQ19UcfIp
— The Transcript (@TheTranscript_) December 10, 2022
Carvana might have simply quietly began liquidating:
The corporate is now promoting its *retail* stock to *wholesale* sellers.
Take a look at the $5,000 value distinction. Wild instances. pic.twitter.com/fp7PXODEhF
— CarDealershipGuy (@GuyDealership) December 17, 2022
Thanks for the point out! All the time appreciated. One fast clarification: The rationale these success odds appear excessive is bc it solely accounts for funds that lived at the least 5 years (as that is wanted to conduct a 5-yr persistence research). It excludes people who died earlier than hitting 5-yr mark.
— Jeffrey Ptak (@syouth1) December 14, 2022
If we deal with US inventory funds that existed on the time of ARK Innovation’s 2014 inception…what you discover is that, even in spite of everything of this, ARKK’s lifetime return nonetheless beats ~2/3 of these funds. Of these 2,984 funds, 714 not exist and one other 927 lag ARKK’s return. Anyway. pic.twitter.com/gFjjaPT2wU
— Jeffrey Ptak (@syouth1) December 16, 2022
So excited to share what we’ve been engaged on. #MissionImpossible pic.twitter.com/rIyiLzQdMG
— Tom Cruise (@TomCruise) December 19, 2022
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