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Babak 🇺🇦 🌻 Profile picture
Babak 🇺🇦 🌻
@TN
Whatever the opposite of 'laser eyes' is...
Jun 7, 2021 • 4 tweets • 2 min read
Goldman Sachs' survey of 25 CIOs shows that #Bitcoin is their least favorite asset class With growth and value leading the most favorite:
Apr 20, 2021 • 30 tweets • 17 min read
Whichever way you personally lean, the most consequential narrative that will determine the framework for major investment decisions is #inflation vs #deflation.

ICYMI: @JeffSnider_AIP presented his case on MacroVoices

Whether our future challenge is deflation vs inflation will ultimately determine the value of not only traditional assets but also new ones.

#Bitcoin & #cryptocurrencies in general have had an evolving narrative to explain away the madness - most current one is "digital gold".
Apr 8, 2021 • 11 tweets • 5 min read
Quick look at a few #sentiment charts:

Investor Intelligence newsletter sentiment metric continues to recover with bulls 60.8% (+6.4%), bears 16.7% (-.8%) and the correction camp at 22.5% (-5.6%)

chart via @WillieDelwiche Retail investor #sentiment much more optimistic with those expecting the stock market to continue to rally at the highest levels since January 3rd 2018:

chart via @WillieDelwiche
Apr 7, 2021 • 4 tweets • 2 min read
Checking in with the options market, the very LT trend remains clearly bullish (all major MAs in sustained synchronized downtrend): Image While the market has accelerated higher, the short term standardized equity put/call ratio remains surprisingly neutral(ish): Image
Mar 22, 2021 • 5 tweets • 3 min read
While #sentiment for gold is most definitely depressed and close to historic extremes...

chart via @MacroCharts Image The Bullish Percent index for the gold miners/equity sector is not as extreme: Image
Mar 7, 2021 • 5 tweets • 3 min read
The view from 30,000 ft... a very long term chart of stock market #valuation (via 3Edge): S&P 500 Market Valuation 19... Similar, but slightly different #valuation gauge from Bridgewater: US Equity Price Gauge Perce...
Oct 24, 2019 • 8 tweets • 2 min read
Lowry Research 1/7:

"the forces of Supply and Demand suggest the market is consolidating its gains from the Dec 24 2018 and June 4 2019 lows through this sideways trading rather than forming a significant topping pattern."

edgeandodds.com/smart-investin… Lowry Research 2/7:

"Thus, the probabilities are this period of consolidation will be resolved to the upside through a rally that carries to new all-time highs. (…) Historically, breadth tends to lead price in moving to new highs."