Particle Finance

252 posts

Particle Finance

@ParticleFinance

• Financial Information • Insights • Equity Reports

Italia Beigetreten Eylül 2021

224 Folgt184 Follower

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Particle Finance@ParticleFinance·9 Oca

How much could the increasing focus on ESG dynamics affect inflation? An analysis of the possible impact of each of the main variables. New article in collaboration with @ale_conomista: L’impatto delle dinamiche ESG sull’inflazione ale-conomista.it/limpatto-esg-i… #Inflation #ESG

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Kevin C. Smith, CFA@crescatkevin·11 Nis

Not so fast. Relative to open interest, it is actually the largest hedge fund short position since right before the top of the market in 2007 which shows that this is not a reliable contrarian indicator at all.

Liz Ann Sonders@LizAnnSonders

Hedge funds currently sitting with largest net short position in S&P 500 futures since late 2011

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Particle Finance@ParticleFinance·11 Nis

@BitcoinMagazine @TheBitcoinConf

GIF

QME

Bitcoin Magazine@BitcoinMagazine·11 Nis

#Bitcoin is up 82% so far this year 🚀

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Particle Finance@ParticleFinance·11 Nis

@BitcoinMagazine @paoloardoino @bitfinex @bitcoinofficesv 🐂🐂🐂

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Alessio@AlessioTMAD·14 Şub

US Bankrate 30y mortgage rate The market is tightening without the FED

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Holger Zschaepitz@Schuldensuehner·13 Şub

Why are #NFTs defying Crypto Crash? While Ether has dropped 40% since Nov, NFT Bored Ape Yacht Club (BAYC) has hit fresh highs. NFTs denominated in Ether, which means they’re showing neg correlation w/crypto. Google searches for “NFT” outpaced “crypto.” app.finimize.com/content/Q29udG…

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Particle Finance@ParticleFinance·13 Şub

Interesting consideration about where Inflation come from

Andreas Steno Larsen@AndreasSteno

Good overview.

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Lawrence McDonald@Convertbond·11 Şub

The last time inflation was here, February 1982 - the Fed Funds Rate was 15%.

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Particle Finance@ParticleFinance·11 Şub

@SoloBorsa 0.5 a Marzo?

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SoloBorsa@SoloBorsa·11 Şub

#inflazione USA +7,5% rispetto a gennaio 21. #Fed aumento tassi più veloce del previsto?

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Particle Finance@ParticleFinance·7 Şub

@TaviCosta Make Energy MSCI index great again!

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Otavio (Tavi) Costa@TaviCosta·7 Şub

This is simply not normal. Apple’s market cap is 40% larger than the entire energy sector. Don’t tell me fundamentals justify this disparity. Energy stocks generate almost 50% more in annual FCF than Apple. Wait until oil prices break out above $100/bbl.

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Particle Finance@ParticleFinance·6 Şub

JP batti un colpo!

Alf@MacroAlf

Your periodic reminder that long-term real yields must remain super low for the system not to collapse, as we become more and more leveraged over time.

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Particle Finance@ParticleFinance·29 Oca

would be interesting to see the value with the pre-pandemic GDP and today's capitalization

Liz Ann Sonders@LizAnnSonders

“Buffett Indicator” has rolled over slightly but, as of end of 2021, showed equities valued at ~200% of GDP

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Otavio (Tavi) Costa@TaviCosta·29 Oca

Remember when the US government decided to sell their Strategic Petroleum Reserves (SPR) to combat rising cost of fuel back in November? Well, oil is now at its highest price in 7 years while SPR is at its lowest level in almost 20 years. A scary development if you ask me.

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Particle Finance@ParticleFinance·26 Oca

Liquidity lives matter

Holger Zschaepitz@Schuldensuehner

Dow turns negative, Nasdaq erases some gains as Fed's Powell says #Fed could perhaps shrink balance sheet at faster pace than last cycle. The chart highlights that Fed's balance sheet really makes a difference. An expansionary Fed makes higher valuations possible.

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Particle Finance@ParticleFinance·25 Oca

Put volume jumped to the highest level since Mar 2020 #markets #tradingpsychology #NASDAQ

Menthor Q@MenthorQpro

This is to put things into perspective. For the SPX, put volumes on Monday were the highest since March 2020. In Europe, demand for bearish contracts on the Euro Stoxx 50 Index topped 1 million contracts for the first time since December 👇

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Particle Finance@ParticleFinance·24 Oca

Easy! #trading #CRUSH #marketcrash #Markets

Dr. Parik Patel, BA, CFA, ACCA Esq.@ParikPatelCFA

It’s not a loss until you sell

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Holger Zschaepitz@Schuldensuehner·24 Oca

Good Morning from Germany, where housing boom accelerated as Germans buying real estate fearing rising inflation, rents & interest rates. Europace House Price Index jumped 2.1% in Dec. Gained a whopping 15.6% in 2021. Index has risen in tandem w/ECB Balance Sheet to ever new ATHs

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Particle Finance@ParticleFinance·23 Oca

Copper 📈 of Nasdaq 📉?

Willem Middelkoop@wmiddelkoop

History doesn’t repeat, but it often rhymes .. Graph by @TaviCosta The Great Rotation

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Lance Roberts@LanceRoberts·18 Oca

This is always a great indicator of where money will flow to next. #Banks and #Energy are very overdone short-term, a counter-rotation into beaten-up areas is likely. @thedailyshot

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Holger Zschaepitz@Schuldensuehner·17 Oca

China cuts interest rate for 1st time in 2yrs to help bolster an econ that’s lost momentum b/c of property slump & repeated virus outbreaks. GDP rose 4% y/y in Q4, slowest since 2020. Grew 8.1% for the full year 2021 due to low base growth of 2.2% in 2020. bloomberg.com/news/articles/…

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Particle Finance@ParticleFinance·16 Oca

American Express Coca Cola Apple Uncle Warren’s 3 stocks against inflation! #inflation #stocks #TradingView

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Entdecken

@BitcoinMagazine @TheBitcoinConf @paoloardoino @bitfinex @bitcoinofficesv @SoloBorsa @TaviCosta @elonmusk