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Markets & Mayhem Profile picture
@Mayhem4Markets
May 3, 2021 • 6 tweets • 2 min read • Read on X
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In a continuation with my correlation with credit series .. 🧑‍💼

$HYB (junk bonds) vs $QQQ (NASDAQ 100) 🤔

Interesting to note that risk appetite remained relatively strong for both $HYG and $QQQ, while it was noticeably diminished for $LQD, $TLT, $IWO, and many growth stocks. 🧐 Image
$HYG vs $SPY Image
$JNK vs $EEM Image
$BSV vs $FXI Image
$IEF vs $GOLD Image
$HYG vs $ARKK Image

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More from @Mayhem4Markets

Markets & Mayhem Profile picture
Apr 4
Tariffs would work a lot better if we actually had slack manufacturing capacity.

A full-scale reindustrialization is going to take many, many years.

This is a fool's errand by an impulsive moron who has no leadership skills or vision.
By the way, our global trading partners know this. Which is why they have no aversion to playing hardball.

Look at China adding another 34% tariff to US imports today for example.

That shows you that the 'strategy' is backfiring catastrophically.
Trump thought he could come in, shake everyone down with bullying and get his way.

His self-aggrandizing narcissism blinds him from the truth: we don't have a clear path to bringing manufacturing back in a timely manner.

So instead we have a huge economic shock to deal with.
Read 12 tweets
Markets & Mayhem Profile picture
Nov 2, 2024
The perils of using prop trading firms. The bucket shops of the 21st century. FTT seems to be on shaky ground here.
And now the co-COO of FTT is stepping down 😬 Image
I'm hearing a fair number of people believe they're owed money that may or may not be paid out by FTT. Which has been a growing concern over the last week or longer.

Be careful with these firms, folks.

You never know what may end up happening to what they promise to you.
Read 17 tweets
Markets & Mayhem Profile picture
Oct 14, 2024
Hedge funds were on a buying spree last week in health care, financials, industrials and tech, per Goldman Image
Most of the buying of US equity exposure was within single stocks vs indices and ETFs last week by hedge funds, according to Goldman prime data. Image
Last week healthcare stocks saw the largest inflows from hedge funds in over a year, according to data from Goldman. This was also the third straight week of buying. Image
Read 4 tweets
Markets & Mayhem Profile picture
Aug 4, 2024
44% of small cap companies are unprofitable vs 19% of midcaps and just 7% of large caps.

This is one reason that there's no reason for a rotation into small caps. The value really isn't there. Image
One of the catalysts for $IWM's surge was a record amount of retail call buying. This is not how rotations tend to look. Instead, this appeared to have been speculative excess chasing momentum. Image
Another driver of the $IWM rally was significant de-grossing by hedge funds, who favored the Russell 2000 as a macro short to offset concentrated positioning in mega caps and $NDX. Image
Read 5 tweets
Markets & Mayhem Profile picture
May 19, 2024
Oh my. That's a bit spicy. Sabotage is one of the key themes of US and Israeli intelligence services. 🤔
Sabotage of all kinds has been a common theme against Iran in the past. Whether this time is part of that trend remains to be seen, but it's always interesting to look back. Image
Another example was Stuxnet, a sophisticated piece of malware that targeted Iran's nuclear capabilities Image
Read 10 tweets
Markets & Mayhem Profile picture
Apr 24, 2024
That $META earnings call was an absolute disaster. Zuck tried to convince his investors that AI is the future, when there's no real clear path to how it makes profit.

Then he tried to tie it into the metaverse.

At that point I bet a lot of people got PTSD, because the selling accelerated further...
The company plans to keep aggressively spending on their AI initiatives. I think Zuck said AI about 100 times without really articulating a vision as to how this converts to higher revenue and earnings.

But he did make it clear that the costs would be much higher than expected..
A lot of people probably remember similar talk regarding the metaverse.

At the time it was the future, it was an area of aggressive spend, but nobody could explain how all this spending would provide a return on the investment.

I think that scared people listening to the call.
Read 4 tweets

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