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2009-2022年S&P 500的回报。 2009 +26% 2010 +15% 2011 +2% 2012 +16% 2013 +32% 2014 +14% 2015 +1% 2016 +12% 2017 +22% 2018 -4% 2019 +31% 2020 +18% 2021 +29% 2022 -5% 相当不错的运行

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背后的人❤️: Owen (Twitter)

#Ben Carlson

The US has added 3.9 million jobs in 2022 The Fed has to be so mad so many ppl have jobs (twitter.com)
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YTD total returns: Value stocks +1.3% Dow -3.1% Small caps -8.8% Int'l stocks -12.8% S&P 500 -13.2% Growth stocks -27.1% If you're not all in tech it's really not looking that bad right now (twitter.com)
Man that sociopath who believes his own lies and made a living deceiving ppl really sounds like he’s telling the truth (twitter.com)
Mon: Stock market down 1% after some Fed person talks Tues: Stock market up 1% after some other Fed person talks Wed: Stock market flat after no Fed person talks Thurs: Stock market down 1% after another Fed person talks Fri: Stock market up 1% after another Fed person talks (twitter.com)
Honey what did you do today? I turned over the kids' 529 plans 7x based on 3 different words Jerome Powell said in his speech today. It's called alpha (twitter.com)
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The pandemic caused a used car selling company to go from a market cap of $4 billion to $31 billion to $777 million The stock is down 98% from the highs And somehow their ads are still on every podcast I listen to (twitter.com)
Thin crust pizza should cost half as much as regular pizza b/c I always eat twice as much (twitter.com)
Bob Iger took his family to Disney for a week and spent so much $$$ on lightning passes that he needed to come out of retirement (twitter.com)
Every email in my inbox is a retailer w/like 50-70% off everything If I buy enough stuff on Black Friday I think I might be able to call all of the inflation for the past 18 months a push (twitter.com)
"No THIS is the craziest week ever." -every week since 2020 (twitter.com)
Good lesson from the last week: Billionaires can be idiots just like the rest of us (twitter.com)
New FTX balance sheet just dropped: They now claim to hold 27 Taylor Swift concert tickets valued at $3.9 billion (twitter.com)
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Don't Fall For It: A Short History of Financial Scams (www.amazon.com)
One of my many takeaways from the past 12-18 months is it's generally a bad thing for young ppl to make a life-changing amount of money in a short period of time It's impossible to remain a normal person when you receive that much money and attention (twitter.com)
I’m not good at making price predictions but I can’t believe Bitcoin isn’t at $10k or lower from all of these blow-ups (twitter.com)
In the last 12 months crypto has gone thru its own version of: The Panic of 1907 The Great Depression The 1970s The 1987 Black Monday crash The S&L crisis The dot-com implosion The fall of 2008 (twitter.com)
This was only the 18th time since the year 2000 the S&P 500 has been up 5% or more in a day That's just 0.3% of all trading days this century It's a rare occurrence is what I'm trying to say (twitter.com)
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One year returns: Dow -6.7% S&P 500 -15.9% Nasdaq 100 -30.0% R2000 -23.6% Agg Bonds -15.0% Gold -5.3% Bitcoin -76.7% (twitter.com)
Based on futures prices the Dow would open up down just 6.7% on the year It would only take a rally of 7.5% or so from here for the Dow to finish the year in positive territory Unreal after the year we've had (twitter.com)
The fate of decentralized finance is being decided by two billionaires in a Twitter feud, just as Satoshi intended (twitter.com)
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Me, tweeting stats about the importance of long-term investing as everyone flees Twitter for some other social media platform (twitter.com)
the world's richest man begging ppl to pay him $8/month is the opposite of eff you money it's eff me money (twitter.com)
Michael is never going to make it into the next edition of Market Wizards now (twitter.com)
The craziest thing about the Fed is their communications now matter way more than their handle on economics Maybe they should start hiring English majors or actors instead of econ PhDs (twitter.com)
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The Dow is now down less than 9% on the year The S&P 500 (-18%) and Nasdaq 100 (-29%) are both underperforming the grandpa of stock market indexes by a wide margin in 2022 (twitter.com)
2021: Robinhood is down b/c investors want to YOLO into GameStop call options 2022: Treasury Direct is down b/c investors want to responsibly hedge inflation by buying Series I Savings Bonds (twitter.com)
This is easily like the 17th most hated bear market rally of this bear market (twitter.com)
Consumer channel checks this week: Airports (packed w/travelers) Petting zoo/pumpkin patch (bursting at the seams w/millennial parents spending $) Disney (friend said every park resort was sold out trying to book a trip this month) A recession where every keeps spending (twitter.com)
House of the Dragon has more political stability than Great Britain right now (twitter.com)
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Email I got a while ago from someone on what it was like to live through the 1987 crash (twitter.com)
Flying cars would be great and all but how about we do gas pumps where I don’t have to enter in my zip code every time to pay first (twitter.com)
The Fed won’t stop raising rates until everyone gets their own Netflix password (twitter.com)
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Current WeWork market cap: $1.6 billion Adam Neumann's estimated net worth: $1.2 billion Still kind of blows my mind how much $$$ this guy swindled from other rich ppl (twitter.com)
Has anyone tried to throw a can of soup on the Fed to see if it will stop them from throwing us into a recession? (twitter.com)
Shorter Powell statement: We're not going to be happy until we throw the economy into a recession, crush the housing market and get a bunch of ppl laid off from their jobs That's all we need to make the economy more stable (twitter.com)
The Fed is gonna hike rates another 75 basis points today 8 weeks from now I'm going to get an email from my bank saying they raised their savings account yield by 0.05% (twitter.com)
Some household names in the S&P 500 down 50% or more from all-time highs: Facebook -66% Tesla -50% Nvidia -65% Disney -51% Nike -52% Netflix -62% Better performance 5 years out: this basket of stocks or the S&P 500? (twitter.com)
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Losing a billion dollars isn’t cool You know what’s cool? Losing a trillion dollars (twitter.com)
Some household names in the S&P 500 down 50% or more from all-time highs: Facebook -66% Tesla -50% Nvidia -65% Disney -51% Nike -52% Netflix -62% Better performance 5 years out: this basket of stocks or the S&P 500? (twitter.com)
House of the Dragon has more political stability than Great Britain right now (twitter.com)
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Email I got a while ago from someone on what it was like to live through the 1987 crash (twitter.com)
House of the Dragon has more political stability than Great Britain right now (twitter.com)
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Email I got a while ago from someone on what it was like to live through the 1987 crash (twitter.com)
40 years of declining negotiating power of workers and stagnating wages for a large part of the population Economists: Nothing we can do about this 18 months where workers finally have the upper hand Economists: We must put an end to this immediately! (twitter.com)
Things are going to get awkward when the stock market stages a massive rally when the unemployment rate starts to spike from the Fed wanting to put ppl out of a job (twitter.com)
Things are going to get awkward when the stock market stages a massive rally when the unemployment rate starts to spike from the Fed wanting to put ppl out of a job (twitter.com)
Stock market rallies 5% in two days on news of a new Lehman moment (twitter.com)
I watched Margin Call again last week on Netflix and skimmed 57 pages of The Big Short over the weekend Here's a thread on what I learned about the implications for Credit Suisse CDS exposure Buckle up [thread emoji here so you know I mean business] (twitter.com)
There should be a shot clock for ordering at a drive thru 30 seconds and you’re done Same thing w/an ATM (twitter.com)
As of the close yesterday the S&P 500 was down 22.4% on the year (w/dividends) That would make it the 6th worse calendar year return of the last 95 years The only years with worse returns: 1930 (-25%) 1974 (-27%) 1937 (-35%) 2008 (-37%) 1931 (-43%) (twitter.com)
My general investment philosophy is the more bearish things feel in the short run the more bullish I should be over the long run (this tweet is a note to self) (twitter.com)
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My local credit union is already at 7.5% for a 30 year fixed rate mortgage With housing prices where they are this is basically the early-1980s all over again when mortgage rates were 15-20% I really hope the Fed knows what they're doing here (twitter.com)
Who needs a laugh (or cringe) heading into the weekend? Last week @michaelbatnick and I recreated the beach scene from Rocky III Enjoy: (twitter.com)
If you're a boomer you should probably be mad at the Fed for trying to move the stock market lower If you're a young person you should be thanking the Fed for providing you a lower entry point (twitter.com)
The pandemic forced a recession in 2020 Government spending orchestrated a recovery from there Now the Fed is going to create a recession by raising rates I feel like my economics professor in college didn't cover this kind of cycle (twitter.com)
The Fed just raised short-term interest rates above the mortgage rate for like ~65% of all homeowners Basically no one is selling their house any time soon (twitter.com)
Only in finance: When high income ppl make more money it's called a bonus When low income ppl make more money it's called a wage price spiral (twitter.com)
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This remains my all-time favorite stock market analogy via William Bernstein (twitter.com)
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Just something I'm workshopping here (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
Only in finance: When high income ppl make more money it's called a bonus When low income ppl make more money it's called a wage price spiral (twitter.com)
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Just something I'm workshopping here (twitter.com)
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This remains my all-time favorite stock market analogy via William Bernstein (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
Only in finance: When high income ppl make more money it's called a bonus When low income ppl make more money it's called a wage price spiral (twitter.com)
pbs.twimg.com image
Just something I'm workshopping here (twitter.com)
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This remains my all-time favorite stock market analogy via William Bernstein (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
Only in finance: When high income ppl make more money it's called a bonus When low income ppl make more money it's called a wage price spiral (twitter.com)
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My only take on the student loan cancelation discourse: Why don't we start by canceling the interest on these loans? (awealthofcommonsense.com)
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Just something I'm workshopping here (twitter.com)
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This remains my all-time favorite stock market analogy via William Bernstein (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
Only in finance: When high income ppl make more money it's called a bonus When low income ppl make more money it's called a wage price spiral (twitter.com)
awealthofcommonsense.com image
My only take on the student loan cancelation discourse: Why don't we start by canceling the interest on these loans? (awealthofcommonsense.com)
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Just something I'm workshopping here (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
awealthofcommonsense.com image
My only take on the student loan cancelation discourse: Why don't we start by canceling the interest on these loans? (awealthofcommonsense.com)
Only in finance: When high income ppl make more money it's called a bonus When low income ppl make more money it's called a wage price spiral (twitter.com)
pbs.twimg.com image
Just something I'm workshopping here (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
2008 broke a lot of brains in finance There is now a large group of ppl who work in this space that seem to be opening rooting for bad economic news They even get angry at good news I blame Steve Carell and Ryan Gosling (twitter.com)
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My only take on the student loan cancelation discourse: Why don't we start by canceling the interest on these loans? (awealthofcommonsense.com)
Only in finance: When high income ppl make more money it's called a bonus When low income ppl make more money it's called a wage price spiral (twitter.com)
pbs.twimg.com image
Just something I'm workshopping here (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
2008 broke a lot of brains in finance There is now a large group of ppl who work in this space that seem to be opening rooting for bad economic news They even get angry at good news I blame Steve Carell and Ryan Gosling (twitter.com)
awealthofcommonsense.com image
My only take on the student loan cancelation discourse: Why don't we start by canceling the interest on these loans? (awealthofcommonsense.com)
pbs.twimg.com image
Just something I'm workshopping here (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
Average annual return for the S&P 500 since 1928: When inflation is rising +6.7% When inflation is falling +16.5% (twitter.com)
2008 broke a lot of brains in finance There is now a large group of ppl who work in this space that seem to be opening rooting for bad economic news They even get angry at good news I blame Steve Carell and Ryan Gosling (twitter.com)
My guess is Kevin Durant is locked into a 3% mortgage rate and simply doesn't want to buy a new house w/a higher rate so no trade (twitter.com)
Average annual return for the S&P 500 since 1928: When inflation is rising +6.7% When inflation is falling +16.5% (twitter.com)
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My only take on the student loan cancelation discourse: Why don't we start by canceling the interest on these loans? (awealthofcommonsense.com)
pbs.twimg.com image
Just something I'm workshopping here (twitter.com)
2008 broke a lot of brains in finance There is now a large group of ppl who work in this space that seem to be opening rooting for bad economic news They even get angry at good news I blame Steve Carell and Ryan Gosling (twitter.com)
2008 broke a lot of brains in finance There is now a large group of ppl who work in this space that seem to be opening rooting for bad economic news They even get angry at good news I blame Steve Carell and Ryan Gosling (twitter.com)
Every bear market: I know exactly why this is happening Every rally coming off a bear market: I have no idea why this is happening (twitter.com)
S&P 500 monthly returns this year: Jan -5.2% Feb -3.0% Mar +3.7% Apr -8.7% May +0.2% June -8.3% July +9.2% Last year there was only one month w/a move of +/-5% or more (and it was a gain) This year it's happened 4x already Good times (twitter.com)
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We just lived through one of the worst 6 month periods for stocks and bonds in modern financial market history (awealthofcommonsense.com)
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At the beginning of this year 30 year mortgage rates were 3% w/10% down a $500k house would have had a monthly mortgage payment of $1,900 Now that rates are 6.3% you would only be able to afford a $340k house for the same monthly payment (awealthofcommonsense.com)
Credit card rates: 20% Mortgage rates: 6% 10 year treasury rates: 3% 2 year treasury rates: 3% Fed funds rates: 1.75% My online savings account yield 1% Only one of these rates is moving up slowly (twitter.com)
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The best performing S&P 500 sector this year is energy - up more than 60% The worst performer is consumer discretionary - down almost 30% The avg spread between the best & worst performing sectors in a given year since 2009 is 40% This year it's 90% (awealthofcommonsense.com)
S&P 500: 2022 -21% 1 Year -11% 3 years +36% 5 Years +68% 10 Years +241% (sorry I had to do it) (twitter.com)
Interest rates on the first day of 2022: 2 year treasuries 0.7% 5 year treasuries 1.3% 10 year treasuries 1.6% 30 year mortgage 3.0% Interest rates today: 2 year treasuries 3.2% 5 year treasuries 3.4% 10 year treasuries 3.3% 30 year mortgage 5.5% (twitter.com)
40% of stocks in the Nasdaq Composite are down 50% or worse from their 52 week highs right now Nearly 1 in 5 stocks (out of nearly 4,800 in total) is down 80% or worse from their 52 week high Just a brutal market out there (twitter.com)
Best inflation hedge for family meals: Little Caesars Hot & Ready pizza for $5.55 Both a time and cost saver (And I will accept no slander from the pizza snobs. All pizza is good to varying degrees) (twitter.com)
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A 60/40 portfolio of US stocks & bonds is currently down 12% in 2022 If the year ended today that would make it the 6th worst performance in a single year since 1928 (awealthofcommonsense.com)
The bearish case right now: Everything The bullish case: Stocks are rallying (twitter.com)
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The top 10% owns 89% of the stocks in the US The bottom 90% owns 55% of the housing market and holds 75% of the debt Why the housing market matters more than the stock market (awealthofcommonsense.com)
I'm sticking w/my theory that canceling $10k in credit card debt would have a much greater impact on the economy than canceling $10k in student loans (twitter.com)
Every episode of Better Call Saul: 27 minute close up of every square inch of someone’s house including an extra long shot of someone grinding coffee beans 20 minutes where literally nothing happens 3 minutes of action that makes you nostalgic for Breaking Bad (twitter.com)
"Buy & hold investing is dead." -someone who doesn't understand how buy & hold works during every bear market in history (twitter.com)
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Despite a global pandemic, 8% inflation, a 34% drawdown & an 18% drawdown (still pending) the S&P 500 is up 26% in total since the start of 2020 Signed, Glass-is-half-full-guy Ben (twitter.com)
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Worst calendar year return ever for the Bloomberg Aggregate Bond Index: -2.9% YTD return in 2022: -10.1% (twitter.com)
Non spoiler thoughts on Ozark now that I finished it: -Ruth Langmore is an all-timer TV character -Jason Bateman is a highly underrated actor/director -Laura Linney is scary good -I’m sad this show is over (twitter.com)
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Number of Americans that are unemployed: 5.94 million Number of job openings in America: 11.55 million If it happens this is going to be a very weird recession (twitter.com)
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This is how bad the tech bubble was: Shopify is now down 75% from ATHs For the stock to match Amazon's 94% drawdown following the bursting of the tech bubble it would need to fall an additional 75% from current levels (twitter.com)
2020: Growth stocks, falling rates, deflation, speculation, SPACs, stock-picking, negative oil, Buffett stinks 2022: Value stocks, rising rates, inflation, caution, consumer staples, index funds, commodities supercycle, Buffett is king (twitter.com)
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The S&P 500 is currently in a 13.4% drawdown In 59 of the last 94 years there has been a double-digit correction In those 59 years: -58% of the time the market finished the year up -39% of the time the market finished the year w/double-digits gains (twitter.com)
There are more than 4,700 stocks in the Nasdaq Composite From their 52 week highs: 61% of these stocks are down 20% or worse 43% are down 40% or worse 29% are down 60% or worse (twitter.com)
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These losses are breathtaking: Teledoc -80% Zoom -82% Robinhood -86% Peloton -88% Depression-level stuff (twitter.com)
It’s kind of crazy the pandemic ended up being the worst thing that could’ve happened to the stocks of Netflix, Peloton and Zoom (twitter.com)
1990s: hey I just bought this DVD for $19.99. It’s awesome - one movie w/extras! Today: Netflix is a rip-off. I pay $14.99/month for thousands of movies and TV shows. Ugh (twitter.com)
Writing out the dollar amount in words on a check has to be one of the dumbest minor inconveniences we all still do just b/c we've always done it that way (it's also possible I've lost the ability to write by hand since I just type everything now) (twitter.com)
Here’s where I am right now: 12% chance he actually buys Twitter 48% chance he’s lowballing as an excuse to get out of his position 40% chance things just get weirder from here (twitter.com)
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One year returns: Gold +14% Bitcoin -37% Gold when everyone was saying Bitcoin is an inflation hedge: (twitter.com)
S&P 500 returns 2009-2022: 2009 +26% 2010 +15% 2011 +2% 2012 +16% 2013 +32% 2014 +14% 2015 +1% 2016 +12% 2017 +22% 2018 -4% 2019 +31% 2020 +18% 2021 +29% 2022 -5% Pretty decent run (twitter.com)
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Two things that are true: 1) Mortgage rates at 5% are way higher than they were just a few short months ago 2) Average mortgage rates were never as low as they are today from 1970 all the way thru 2008 (twitter.com)
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When the housing market bottomed in 2012 US households had ~$6 trillion of equity in their homes Today they have more than $26 trillion in equity Two-thirds of Americans own their home This is a massive increase in household wealth (twitter.com)
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The S&P 500 is 5% away from new all-time highs Just throwing it out there (twitter.com)
Think I’m: 65% Will Smith slapped Chris Rock on stage at the Oscars for making a joke about his wife 35% that was a stunt to get ppl talking about the Oscars again (twitter.com)
I cannot imagine going through this moment w/o Twitter Made it 1000% better How is this company not worth $1 trillion? (twitter.com)
Has the White House asked oil to do a reverse stock spilt to see if that would help the price come down? (twitter.com)
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How bad is inflation? These are McDonalds menu prices from 2019 (twitter.com)
Solution to high oil prices is pretty obvious: Buy now pay later option at gas stations (twitter.com)
2000-2007: Energy stocks +230% Tech stocks -47% 2008-2020: Energy stocks -31% Tech stocks +499% 2021-2022: Energy stocks +97% Tech stocks +17% (twitter.com)
Every S&P 500 correction since 2009: -16.0% -19.4% -13.3% -10.2% -19.8% -33.9% -11.9% (this one) Every time felt like the world was about to unravel at any moment This one feels like that right now too Someday it's not going to feel like that anymore (I don't know when) (twitter.com)
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Current drawdowns: S&P 500 -9% Shopify -61% Facebook -46% Square -63% Tesla -29% Paypal -66% (twitter.com)
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Facebook lost $200+ billion of market cap today Amazon just added $200+ billion of market cap in the after-hours The S&P 500: (twitter.com)
The different levels of losses right now: If you own an S&P 500 index fund (minor correction) If you own the Nasdaq 100 (correction) If you own small caps (bear market) If you own Facebook (1987) If you own crypto (crash) If you own hyper-growth stocks (Great Depression) (twitter.com)
Looking at the individual names in the total US stock market (Russell 3000) this morning ~30% of all stocks are down 40% or worse from 52 week highs More than 1 in 5 is down 50% or more Yet the market is only down 8% from its highs Stock-picking is hard (twitter.com)
Adam Schefter just reported the stock market did indeed bottom on Thursday The stock market can’t be reached for comment (twitter.com)
Marty & Wendy Byrde personal finance lessons: -Drive an older car to save on monthly payments -Diversify your income streams -Keep 247 year’s worth of spending in an emergency fund (stashed in a cemetery) -Teach your children the value of drug cartel $$$ (twitter.com)
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It's rare to see bear markets outside of a recession It's only happened 2x since 1950 (1987 & 1966) Never say never but if the economy remains strong it's hard to see stocks crash in a meaningful way (I also included the 4x it came close) (twitter.com)
Fidelity or Goldman Sachs should buy Robinhood (twitter.com)
How to survive a correction: Watch every tick of the overnight futures market. Sleep when dead Panic sell on big down days & buy back after big up days Take your advice from ppl who have been calling for a crash every day for the last 12 yrs Blame the Fed for any huge losses (twitter.com)
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2021: Our software business is impervious to macro forces 2022: The Fed is gonna hike rates to 1% (twitter.com)
Two of my favorite twitters happening in the last 2 days: 1. Sports twitter during an insane game 2. Market correction twitter Each of these events is made better by watching people's reactions here in real-time (twitter.com)
No one ever knows the exact reason for a sell-off but this is my take w/weights: -Inflation (10%) -Higher rates (10%) -The Fed (25%) -Speculative stuff went up way too much and became wildly overvalued and now the pendulum is swinging in the other direction (55%) (twitter.com)
I know it feels like the world could be coming to an end every time stocks fall but the S&P 500 has had the following corrections since 2009: -16.0% -19.4% -13.3% -10.2% -19.8% -33.9% The market is up 740% since the Mar 2009 bottom even w/all of these corrections It happens (twitter.com)
Aaron Rodgers just didn’t get enough shots to win the game (twitter.com)
I was gonna watch Ozark tonight but stocks got killed this week so I made my wife read Munger & Buffett quotes w/me all night to psych me up for next week #blessed (twitter.com)
2022 YTD returns: S&P 500 -3.9% Russell 2000 -6.5% Nasdaq 100 -6.7% Robinhood Traders -78%* *estimated (twitter.com)
The only thing better than watching the Patriots lose in the playoffs is betting against them and making $$$ using legal online gambling apps God bless America (twitter.com)
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I know people hate good economic news on Twitter but the unemployment rate has been higher 95% of the time since 1979 than it is right now We went from 14.7% unemployment to 3.9% in 21 months (twitter.com)
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Everyone is always looking for the bear case so here's my bull case right now: Consumer balance sheets as a whole are probably as strong as they've ever been You could make the case 5-6% int rates could derail this but I don't see that happening unless inflation is here to stay (twitter.com)
Number of 2% down days on the S&P 500 2021: 5 2022: 1 We can build on this (twitter.com)
US stock market since 1928: Avg return the year after a 10%+ return? +10.8% Avg return the year after a 20%+ return? +9.7% Avg return the year after a 30%+ return? +9.9% (twitter.com)
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From the bottom of the GFC in March 2009 the S&P 500 is now up more than 800% That's almost 19% annualized for nearly 13 years (twitter.com)
Twitter is a good reminder that billionaires are just like us online: They’re insecure They’re jealous They tell bad jokes They steal memes They pretend to be something they’re not They troll Online discourse is the ultimate equalizer (twitter.com)
The Fed needs to raise rates pronto to slow down inflation Once rates get to 0.75% that should magically fill all of the lots at car dealerships, unload the ships at the ports faster and create more semiconductor factories Seems pretty simple to me (twitter.com)
What it's like to be a stock-picker in 2021: Market goes up 1%, your portfolio goes up 1% Market goes down 0.5%, your portfolio goes down 5% (twitter.com)
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The S&P 500 is 2.6% off all-time highs (twitter.com)
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A stock you own a decent percentage of is up millions of dollars in an instant But only b/c you're stepping down as CEO (twitter.com)
The parents sitting in first class and making the kids sit in coach on Home Alone is the ultimate boomer move (twitter.com)
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2 things that are true: (1) Gas prices are 60% higher than they were a year ago (2) Gas prices are still 16% lower than they were 13.5 years ago in July of 2008 (twitter.com)
Currently at all-time highs: -The stock mkt -GDP -Household net worth -Housing prices -Retail sales -Jobs available Yet consumer sentiment is crashing Strange times (awealthofcommonsense.com)
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I figured out a solution to slow down inflation: We should all stop buying so much stuff (twitter.com)
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Over the past year: Inflation +6.2% S&P 500 +32.6% Gold -1.1% Bonds -0.6% Bonds were a better hedge in a rising inflation environment than gold WTF (twitter.com)
Bitcoin is up 340% over the past year But if you account for 6% inflation that's only a real return of 334% (twitter.com)
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I can't imagine we'll see anything like this ever again (twitter.com)
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Returns over the past year: Live Nation +118% Planet Fitness +48% Peloton -52% Zoom -43% The market is acting like the pandemic is over (twitter.com)
Maybe the biggest lesson from Zillow's home-flipping flop is that you're better off buying and holding a house for the long-term rather than trying to trade them in the short-term The long-term always wins (twitter.com)
[clears throat, taps mic] Eminem has never meta verse he can't rhyme (twitter.com)
My parents still can't hook up their wifi printer w/o a 60 minute call w/me I can't even imagine the kind of tech support that's going to be necessary for the metaverse (twitter.com)
The 10 most dangerous words in investing are: If you would have just put ten thousand dollars into… (twitter.com)
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Twitter closing price Jan 2014: $69 (no jokes please & thank you) Twitter price today: $55 I don't think there is a tech company I have personally gotten more benefits from that has seen such awful stock mkt performance (twitter.com)
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The top 1% owns 54% of stocks, bonds & funds in America The top 10% owns 89% of the market This is a problem (and it's probably going to get worse) (awealthofcommonsense.com)
In the face of the Evergrande 2nd coming of Lehman, rising inflation, supply chain issues, tech ppl predicting hyperinflation and labor shortages the S&P 500 is now up 23% this year (twitter.com)
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It's not normal to see other ppl getting rich all the time Envy and insecurity are the new fear and greed Awesome piece from @Downtown (thereformedbroker.com)
3 months ago when it was crashing: Bitcoin is going to $10k Now that it’s skyrocketing: Bitcoin is going to $100k -the same pundit (every time) (twitter.com)
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In an August 2011 Gallup poll, Americans said gold was the best long-term investment Since this was published these are the total returns: Gold -4% US Stocks +368% US Bonds +35% Housing +90% (twitter.com)
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One year returns: Energy stocks +92% Small cap value stocks +48% Amazon -1% Zoom -48% I have nothing to add here just thought this was interesting (twitter.com)
If you took away weather as a topic 88% of all small talk in public ceases to exist (twitter.com)
Today I raised my personal debt ceiling and splurged on double chicken for my Chipotle bowl Screw the grandkids (twitter.com)
Two decisions that have had a positive impact on my well-being: 1) Don't watch cable news 2) Never sign up for a Facebook account (twitter.com)
“Happy work anniversary” messages on LinkedIn are participation trophies for adults (twitter.com)
Here's the thing ppl miss when they try to predict the "next Lehman" Lehman itself occurring basically ensured it will never happen again Every big company will now get bailed out b/c that was such a debacle There is no next Lehman b/c govts won't allow it to happen again (twitter.com)
"Is this the next Lehman Brothers? I'm just saying..." -someone literally every time some company gets in trouble since 2008 (twitter.com)
Free chips & salsa at Mexican restaurants has to be one of the greatest food ideas of all-time (twitter.com)
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First time back in NYC in a year and a half I definitely missed this city (twitter.com)
2021 year to date performance numbers: S&P 500 +18% Small caps +13% Bitcoin +12% Bonds -1% Gold -4% A 2002 Toyota Corolla +156% (twitter.com)
Inflation: 5.4% 10 yr bond yields: 1.4% Bitcoin: 50% off its highs Gold: flat over the last year Inflation hedging: not as easy as it sounds (twitter.com)
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S&P 500 since 1928 Average bull market: +122% lasting 1,121 days Average correction/bear market: -23% lasting 207 days (awealthofcommonsense.com)
From the pandemic lows on March 23, 2020 the S&P 500 is now up more than 96% Nearly a double in 15 months & change (twitter.com)
Since Bitcoin topped out at $64k in mid-April and promptly fell 50%+ the S&P 500 has hit 8 new all-time highs (and nearly hit its 9th today) That, my friends, is the power of diversification (twitter.com)
When does El Salvador step in and cut rates? (twitter.com)
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The hyperinflation ppl when the 10 year yield rises 6 basis points (twitter.com)
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I know we're almost numb to it at this point but I still can't get over how crazy some of these economic data points are from the past 15+ months (twitter.com)
Market caps on 12/31/20: AMC $475 million Gamestop $1.3 billion Market caps today: AMC $25 billion Gamestop $19.3 billion (twitter.com)
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Everyone in 2020: Movie theaters are dead AMC's stock in 2021 (twitter.com)
The new Apple podcast app is an abomination It’s like they tried to make it worse (twitter.com)
I think you could make the case the 24/7 nature of crypto markets makes crashes worse It seems like all the crashes lately have occurred on nights and weekends You almost need a break during a crash so investors can catch their breath (twitter.com)
Crypto might single-handedly save the used car inventory shortage Tons of Lambos now hitting the market just like new (twitter.com)
When bitcoin is rising: It’s going to $500k. Only a matter of time When bitcoin is crashing; It’s going to $0. Only a matter of time Every time (twitter.com)
We're going to look back in 5-7 years at some magnificent buying opportunities right now in high quality growth stocks currently down 40-60% The hard part is I just don't know which ones... (twitter.com)
Everything in the market is getting crushed lately but my biggest holding is up every day this year Really glad I’ve been hodling my house (twitter.com)
As I was saying in 2012, bitcoin is bound to crash and inflation is right around the corner (twitter.com)
April 2020: here take this oil we’ll literally pay you for it May 2021: sorry no more gas in the southeast we’re all out (twitter.com)
My local Chinese lunch place raised prices this week And you know what? Good for them! They stayed open for the entire pandemic and had to close their dining room They deserve to earn more $$$ (twitter.com)
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Drawdowns from the highs: Teladoc -46% Zoom -46% Peloton -49% (twitter.com)
Apple, Microsoft, Amazon, Google & Facebook have a combined market cap of roughly $8.3 trillion That's as big as the combined market caps of the bottom 370 stocks in the S&P 500 Apple alone (at $2.2 trillion) is equal to the smallest 157 or so stocks in the S&P (twitter.com)
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Peloton is now down 41% from the highs I love the product but this is by far the hardest post-pandemic stock for me to handicap Almost everything in the fitness world ends up becoming a fad so this one falls into my too hard pile (twitter.com)
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Apple, Amazon, Facebook and Google looking at all of the predictions that decentralized platforms are going to dethrone them (twitter.com)
Current streaming service movie selection power rankings: 1. HBO Max (absolutely loaded) 2. Hulu (always something good) 3. Amazon Prime (not sure when this happened) 4. Netflix (could be better) 5. Starz (better than you think) 6. Peacock (surprisingly not bad) (twitter.com)
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Why interest rates getting to 5-6% in the coming years is a low probability event: 1/we've never had a demographic this big live for so long boomers didn't have this when they were coming up (awealthofcommonsense.com)
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Billionaires: Wealth inequality is our biggest problem as a nation ok let's raise taxes on the wealthy Billionaires: (twitter.com)