Mr. Como Estas
14.9K posts

Mr. Como Estas
@brick1960
Formerly Rick in Vantucky Proud resident of the great PNW!
Non disclosed Katılım Kasım 2011
1.2K Takip Edilen573 Takipçiler

Coming up on @TheStreetPro
A Possible 2026 Market Top May Have Occurred on Thursday
“Even a happy life cannot be without a measure of darkness, and the word happy would lose its meaning if it were not balanced by sadness.”
- Carl Jung
There is almost a gravitational pull for equities to move higher over time. Though a rise in stocks are only a coin flip on a daily basis - increasing in value about 55% of the time on all trading days - equities advance by about 70% of the time on a monthly basis and roughly 80% of the time on a rolling one-year period.
This means that calling a market top, like calling a generational market bottom (as I did in the first week of March, 2009), is a low probability event that exposes one to criticism.
Nonetheless, I never shy away from public ridicule. I am transparent and I always exhibit my analysis (on @thestreetpro). Unlike the majority of the "talking heads" on Fin TV and in the business media (who concentrate on polishing their brands) I time stamp both my trades and investments. I take ownership of my losers and try not to pat myself on the back by discussing my winners. I am often wrong and always in doubt.
I supplement my fundamental approach and analysis with fractals (hat tip @KeithMcCullough) as the market's structure has changed meaningfully over the last decade - with momentum based strategies and products (risk parity, quants, etc.) dominating the investing landscape. It is a necessity to understand the patterns and behavior of the algos and machines.
To Everything There Is A Season
I have long written that owning equities creates wealth and being short equities protects capital.
The real purpose of calling a potential market top is to emphasize that the preponderance of negatives, when weighed against elevated share prices suggest that we could be at a critical juncture for markets in which the downside risks may dwarf the upside rewards.
So, let's start the week with a Ludacris Forecast (of a possible market top for this year) I made on Thursday... @SquawkCNBC @JoeSquawk @andrewrsorkin @beckyquick @saraeisen @SullyCNBC @guyadami @CNBCFastMoney @HalftimeReport @tomkeene @carlquintanilla @MelissaLeeCNBC @TheJudgeCNBC @guyadami @Convertbond @WhitneyTilson @LanceRoberts @pboockvar @business @maddow @SRuhle @msnbc @cnbc @ferrotv @annmarie @lisaabramowicz1 @KeithMcCullough @RPKent @SamofAmerica @HedgeyeDJ
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@heylizparker Would love to immerse myself in your wilderness ecosystem! 🤡
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Mr. Como Estas retweetledi
Mr. Como Estas retweetledi

Thanks for heads up peeps... yes I MISSPOKE when I said Yardeni calling for cut... it's a July HIKE he's looking for.. discussed further today at 3pm eastern on @CNBCClosingBell
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@zoyafatma12781 Yes, but it can be over cum if you have skills! 🤡
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@Hoorain154 Mouths wide open, ready to be stuffed with hard salami. 🤡🤡👺👹🤡🤡
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@MazeScoottu Definitely daughter, mom looks like a worn out old Hoe! 🤡
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