Babak
@babakrowshan.bsky.social
The lowest quality Russell 2000 stocks (measured by the index of money losing companies in the index) are taking the lead, rocketing 30% in just 6 weeks:
October 11, 2025 at 2:05 AM
The lowest quality Russell 2000 stocks (measured by the index of money losing companies in the index) are taking the lead, rocketing 30% in just 6 weeks:
The lowest quality Russell 2000 stocks (measured by the index of money losing companies in the index) are taking the lead, rocketing 30% in just 6 weeks:
October 11, 2025 at 2:02 AM
The lowest quality Russell 2000 stocks (measured by the index of money losing companies in the index) are taking the lead, rocketing 30% in just 6 weeks:
Data incl only corp officers & directors, excl large shareholders (InsiderSentiment.com).
Insider activity index stands at almost 90% corp with more selling than buying & broad based: 10 of 11 sectors neutral to negative - only utilities is neutral to positive.
www.marketwatch.com/story/compan...
Insider activity index stands at almost 90% corp with more selling than buying & broad based: 10 of 11 sectors neutral to negative - only utilities is neutral to positive.
www.marketwatch.com/story/compan...
Company insiders are extremely bearish — but they’re upbeat on these 11 stocks
Overall, executives and directors are down on 10 S&P 500 sectors — and positive about just this one.
www.marketwatch.com
July 19, 2025 at 8:43 PM
Data incl only corp officers & directors, excl large shareholders (InsiderSentiment.com).
Insider activity index stands at almost 90% corp with more selling than buying & broad based: 10 of 11 sectors neutral to negative - only utilities is neutral to positive.
www.marketwatch.com/story/compan...
Insider activity index stands at almost 90% corp with more selling than buying & broad based: 10 of 11 sectors neutral to negative - only utilities is neutral to positive.
www.marketwatch.com/story/compan...
Similar thoughts from Mark Hulbert: inverse relationship between Economic Policy Uncertainty (EPU) index for the US and S&P 500 performance
May 31, 2025 at 2:13 AM
Similar thoughts from Mark Hulbert: inverse relationship between Economic Policy Uncertainty (EPU) index for the US and S&P 500 performance
In contrast, GFMS respondents are not concomitantly pessimistic on the US dollar: May survey respondents report being underweight US dollar (net 17%) the most since May 2006.
May 23, 2025 at 10:14 PM
In contrast, GFMS respondents are not concomitantly pessimistic on the US dollar: May survey respondents report being underweight US dollar (net 17%) the most since May 2006.
Latest Bank of America Global Fund Managers Survey (May 2025): gold's overvaluation at historic level (net % of respondents saying gold is overvalued)
May 23, 2025 at 10:10 PM
Latest Bank of America Global Fund Managers Survey (May 2025): gold's overvaluation at historic level (net % of respondents saying gold is overvalued)
Miran's inane ramblings dissolving under the lightest scrutiny:
One person familiar with the situation said Miran had been increasingly distancing himself from the ideas in the 2024 paper in recent meetings with investors.
“He is in full-scale retreat,” said the person familiar with the matter.
One person familiar with the situation said Miran had been increasingly distancing himself from the ideas in the 2024 paper in recent meetings with investors.
“He is in full-scale retreat,” said the person familiar with the matter.
Top Trump adviser struggles to soothe investors in talks after market tumult
Stephen Miran met hedge funds and big asset managers after tariffs sparked Wall Street turmoil
www.ft.com
April 30, 2025 at 9:27 PM
Miran's inane ramblings dissolving under the lightest scrutiny:
One person familiar with the situation said Miran had been increasingly distancing himself from the ideas in the 2024 paper in recent meetings with investors.
“He is in full-scale retreat,” said the person familiar with the matter.
One person familiar with the situation said Miran had been increasingly distancing himself from the ideas in the 2024 paper in recent meetings with investors.
“He is in full-scale retreat,” said the person familiar with the matter.
FYI Robert James Ritchie had a privileged upbringing, growing up in an affluent family, his father owned multiple car dealerships, his home was on a 6 acre ranch with their own orchards, barnyard, etc. the whole blue-collar, redneck, trailer park persona is completely fake.
April 30, 2025 at 3:51 AM
FYI Robert James Ritchie had a privileged upbringing, growing up in an affluent family, his father owned multiple car dealerships, his home was on a 6 acre ranch with their own orchards, barnyard, etc. the whole blue-collar, redneck, trailer park persona is completely fake.
Not yet falling but no longer enjoying solid footing either.
Link to article:
www.economist.com/finance-and-...
Link to article:
www.economist.com/finance-and-...
America is just weeks away from a mighty economic shock
Trade between China and America is already sinking
www.economist.com
April 30, 2025 at 3:42 AM
Not yet falling but no longer enjoying solid footing either.
Link to article:
www.economist.com/finance-and-...
Link to article:
www.economist.com/finance-and-...
VandaTrack data showing US retail traders, rushing in where others fear to tread:
April 29, 2025 at 10:13 PM
VandaTrack data showing US retail traders, rushing in where others fear to tread:
Tom, with all due respect, it is the American-centric view that's messing with your brain:
Political colour - Wikipedia
en.wikipedia.org
April 29, 2025 at 2:50 AM
Tom, with all due respect, it is the American-centric view that's messing with your brain: