TheStreet Pro

48.8K posts

TheStreet Pro banner
TheStreet Pro

TheStreet Pro

@TheStreetPro

Get insights and trade ideas from hedge managers and Wall Street experts.

Wall Street, NY Katılım Ekim 2011
860 Takip Edilen28.3K Takipçiler
TheStreet Pro retweetledi
James DePorre
James DePorre@RevShark·
The Market Has Changed Its AI Test Four hyperscalers combined will spend $725 billion this year, but some are achieving better returns. The single AI trade era is over. pro.thestreet.com/market-comment…
English
1
1
7
2.9K
TheStreet Pro
TheStreet Pro@TheStreetPro·
$TSLA "stans" think anyone who believes in valuation is an ignoramus. But that's a funny word and I'm happy to have not owned Tesla over the last five years while it went sideways. Here's what TheStreet Pro's team thinks about Tesla. #stockmarket #invest youtube.com/watch?v=TL16k7…
YouTube video
YouTube
English
1
1
1
1.7K
TheStreet Pro retweetledi
Chris Versace
Chris Versace@ChrisJVersace·
Chip stocks fall despite Intel's blowout quarter, Brent crude breaks $100 for the first time since May after strikes on Saudi oil tankers, and the White House rolls out new tariffs on 60 countries — all heading into next week's Fed meeting and Big Tech earnings from $MSFT $AMZN and $META. We break down what's driving the sell-off, whether the oil spike will affect inflation, and what to watch Monday morning. @TheStreetPro @TipRanks @TipRanksJulie youtu.be/oE9MopZ-zGc?si… via @YouTube
YouTube video
YouTube
English
1
1
1
1.4K
TheStreet Pro retweetledi
James DePorre
James DePorre@RevShark·
Another big intraday reversal is developing. A weak close would be problematic. $SPY
English
1
1
8
3.2K
TheStreet Pro retweetledi
James DePorre
James DePorre@RevShark·
Looking Ahead After Wall Street’s Best Quarter Since 2020 The S&P 500 gained 15%, and the Nasdaq 21% in Q2, but Q3 presents substantial challenges as three big issues come into play. pro.thestreet.com/market-comment…
English
1
1
6
2.6K
TheStreet Pro retweetledi
Dougie Kass
Dougie Kass@DougKass·
Up shortly on @TheStreetPro An Adverse Market (Structure) Event Is Growing More Likely *Anyone who has observed the market’s spectacular intraday volatility and outsized daily swings over the last several weeks should realize that something is amiss - the market is not behaving normally, it seems destabilized. * The proliferation, popularity and acceptance of leverage products and portfolio concentration - in quantitative strategies, margin debt, the options market and leveraged ETFs argue in favor of rising odds of another October 1987 ("Black Monday") or  a 2018"Volmageddon" (or Vix Bloodbath) event * As noted in my Diary over the last few months, the market has grown casino-like in which gambling has been encouraged and traders have adopted the mindset of race-track bettors * Price discovery has become distorted and compromised as an increased number of market participants worship at the price of momentum (and not value)  - in this backdrop YOLO ("you only live once") investing and FOMO ("fear of missing out") are conspicuous (and potentially toxic) conditions * But, as night follows day and at a date uncertain, the market will discover that momentum is a two-way street that travels faster and more persistently on the downside than it does on the upside. * In summary, changes in market structure that are implicitly celebrated in rising markets pose an unfathomable risk on the downside. @gnoble79 @tomkeene @ferrotv @lisaabramowicz1 @annmarie @business @squawkbox @andrewrsorkin @beckyquick @saraeisen @SullyCNBC @guyadami @cnbcfastmoney @cnbchalftime @TheJudgeCNBC @carlquintanilla @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @convertbond @peterboockvar @WhitneyTilson @msnbc @maddow @SRuhle
George Noble@gnoble79

My friend @DougKass nails it!

English
10
6
63
24.8K
TheStreet Pro retweetledi
Dougie Kass
Dougie Kass@DougKass·
Coming up on @TheStreetPro ... What the business media and traders/investors should understand better in evaluating the current share price of $SPCX Stay tuned...
English
1
1
3
3K