Non-Correlating Stock Ideas
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ncsi.bsky.social
Non-Correlating Stock Ideas
@ncsi.bsky.social
Equity, Crypto, Preferreds and unconventional investments. Contributing on Seeking Alpha: https://seekingalpha.com/author/non-correlating-stock-ideas
I think this has been a problem that likely dates back to the advent of internet / LinkedIn effect on job placement. Basically, I think these 'Openings' are more fishing expeditions that don't carry real intentions for hiring. Hence, the Hire to Open ratio below.
December 9, 2025 at 4:32 PM
That yellow triangle on the right points to the date 14 days ago when I made that comment. This is like one of those times when you think there's a camera watching behind you, but it's more like the magazine cover effect.
Still, it rallied up to the high point in recent years, but that's all so far.
December 8, 2025 at 11:11 PM
P&F confirms that 4.2 level's significance on the 10Y $TNX. Would be both a signal and a break of trend line.
December 8, 2025 at 2:29 PM
Countless co-credits. Often considered one of the best rhythm guitarists ever. Admired by so many other legends.
December 3, 2025 at 11:42 PM
It amazes me how little attention the parallels between this and the levered baskets in the 1920's gets. They didn't call them ETF's, but they effectively were the exact same thing, and they used to be blamed for a significant part of the inflating and collapse of that stock market bubble.
December 3, 2025 at 1:58 PM
They earned the NazCrap tag for a reason.
December 3, 2025 at 12:20 PM
The good news: there is only 22% left to go.
December 2, 2025 at 9:57 PM
We do get a different signal though if we use equal-weighted S&P. That's what I use for P&F arguably because historically that's a harder measure outside of now and late 90's. Both my developed and emerging relative signals favor international currently. Total Return basis $VEU / $RSP, $IEMG / $RSP
November 25, 2025 at 3:05 PM