Craig Voss

2.3K posts

Craig Voss

@CashFlow_Coin

Just want to enjoy my time on here, nothing more. Will be back in a couple days

เข้าร่วม Şubat 2022

449 กำลังติดตาม120 ผู้ติดตาม

ทวีตที่ปักหมุด

Craig Voss@CashFlow_Coin·16 Oca

I'm mostly writing this as I want to make sure I dont waste anyones valuable time. To even have that opportunity is incredible, and if I wasted peoples time, that would be incredibly disrespectful. x.com/CashFlow_Coin/…

Craig Voss@CashFlow_Coin

I appreciate the opportunities I've had on here, but I dont think this is the time... I think in time, my actions will be a lot clearer. Even if they dont seem to make sense right now. Cant really say much more than that unfortunately

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146

Craig Voss@CashFlow_Coin·22h

Breadth is about as wide as its been in a very long time, and thats good

Neil Sethi@neilksethi

As of Tuesday’s close, more than 64% of stocks in the S&P 500 were outperforming the index, according to a MarketWatch analysis of FactSet data. Only one full year has been higher since 1990-- 2001 with 66.2%.

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Craig Voss@CashFlow_Coin·2d

Earnings estimates seemly keep rising

Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi

The global 12m fwd P/E is down to 17.6x Down from 20x $ACWI

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Craig Voss@CashFlow_Coin·3d

Average stock is still doing pretty well seems to be the takeaway

Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi

YTD total returns: Mag 7 ETF $MAGS -15.9% Russell 1000 equal weight $EQAL +3.4% International stocks $VEU -0.9% @stockcharts

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Craig Voss@CashFlow_Coin·4d

@ClutchTipss @DeItaone 50/50s is about as uncertain as it gets

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Clutch@ClutchTipss·6d

@DeItaone traders pulling back on ecb bets shows caution is rising feels like markets are unsure if a rate hike is coming and waiting for clarity

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350

*Walter Bloomberg@DeItaone·6d

TRADERS TRIM ECB RATE WAGERS, AND NOW SEE 50% CHANCE OF HIKE IN APRIL

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Craig Voss@CashFlow_Coin·6d

Realized I spammed this. It kept saying not sent smh

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Craig Voss@CashFlow_Coin·6d

And people will still scream about a bubble

Neil Sethi@neilksethi

DB: The Tech valuation premium has fallen to the lowest in 7 years.

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Craig Voss@CashFlow_Coin·25 Mar

ZXX

Craig Voss@CashFlow_Coin·25 Mar

And on October 4th, did you tweet "marginal propensity to consume is like an unnuanced income elasticity for simpletons who used to take the short bus to school"?

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Craig Voss@CashFlow_Coin·24 Mar

Reaffirming their bullish call, but has the EPS estimate changed?

ISABELNET@ISABELNET_SA

🇺🇸 S&P 500 Supported by strong EPS growth expectations, Goldman Sachs is sticking to its bullish call, seeing the S&P 500 climbing 12% to 7,600 this year, though some turbulence along the way looks hard to avoid 👉isabelnet.com/?s=S%26P+500 @GoldmanSachs $spx #spx #stocks #equity

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Craig Voss@CashFlow_Coin·24 Mar

Just felt like this was interesting enough to share

Neil Sethi@neilksethi

BBG: The correlation between the Mag-7 and the equal-weighted SPX has only been more negative one time since the start of 2016.

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Craig Voss@CashFlow_Coin·24 Mar

@ISABELNET_SA 🤗

QME

ISABELNET@ISABELNET_SA·23 Mar

@CashFlow_Coin Thank you! 🙏

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Craig Voss@CashFlow_Coin·21 Mar

Growth has been decently strong, and investors seem bullish on companies and the economy which is great

ISABELNET@ISABELNET_SA

🇺🇸 Valuations Earnings optimism hasn't cracked, and investors are keeping most S&P 500 sectors richly priced. As long as profits keep rolling in, few seem ready to question the price tag 👉 isabelnet.com/?s=valuation @GoldmanSachs $spx #spx #stocks #equity

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Craig Voss@CashFlow_Coin·21 Mar

Me waiting for just one normal day on this app

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Craig Voss@CashFlow_Coin·20 Mar

This was an interesting one, although I think parts of it flew right over my head

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Craig Voss@CashFlow_Coin·17 Mar

Them: "So what do you do in your free time?" Me: oh you know, normal things. Certainly not being a pretentious jackass who says inappropriate and toxic things online, though. That I can tell you for certain

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Craig Voss@CashFlow_Coin·16 Mar

@MikeZaccardi That's interesting for sure

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Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi·15 Mar

BofA: Bonds only hedge stocks in a world of record-low inflation US bond & equity correlation, 24-month rolling average

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Craig Voss@CashFlow_Coin·16 Mar

Oh and also hanging out with girls, but I have plenty of time in my future for that

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Craig Voss@CashFlow_Coin·16 Mar

Might sound crazy, but I like looking through old economic and financial data. Its amazing the stuff that you can find that you may have missed the first time around. Lots of new epiphanies to be had. Lots of "I cant believe I missed that before" moments

⋆☾⋆ ˚✩ Kor ✩˚⋆☾⋆@Kor_VT

What do you do to relax?

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Craig Voss@CashFlow_Coin·16 Mar

X has to be one of the wildest places to have ever existed. Have to love it even though I feel like I dont know whats going on half the time

GIF

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Craig Voss@CashFlow_Coin·13 Mar

At least the bullshit people pull to get more time before the final will be interesting this year...

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ค้นพบ

@ClutchTipss @DeItaone @ISABELNET_SA @MikeZaccardi @elonmusk @BarackObama @taylorswift13 @cristiano