Determining what the future consensus will be today. No AI slop prose.
Joined December 2014
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Value Drift retweeted
Top 20 Strongest Industry Groups with 1-Month RS Above 80% Following the Peace Deal
$JETS — Airlines
$SOXX — Broad Semiconductors
$DRAM — Memory
$SPMO — S&P 500 Momentum
$SMH — Semiconductor Giants
$BAI — AI & Tech Active
$XHB — Homebuilders (Equal Weight)
$XPH — Pharmaceuticals (Equal Weight)
$QTUM — Quantum/AI
$FFTY — IBD 50
$ARKG — ARK Genomics
$EWY — South Korea Equities
$ITA — Aerospace & Defense
$XTN — Trucking
$ITB — Homebuilders
$PEJ — Leisure & Travel
$BETZ — Sports Betting
$XHS — Healthcare Facilities & Services
$XRT — Retail
$IAI — Broker-Dealers
9. Leading Industry Group
When it comes to assessing leading industry groups, there are several approaches one can take, considering that the subdivisions into industry groups can vary depending on the classification system used.
Two widely recognized systems are the North American Industry Classification System (NAICS) provided by @NAICSCode and the Global Industry Classification Standard (GICS) offered by @MSCI_Inc and @SPDJIndices.
Another approach I employ is based on available ETFs that are tradable in the market.
Value Drift retweeted
I’m both 1.) more convinced than ever that the market is highly inefficient and 2.) less convinced than ever that I can successfully exploit it
Value Drift retweeted
I can pretty much guarantee Trump has something cooking. 25,000 is his line in the sand - he's referenced it many, many times. Dangerous time for bears, who deserve far more downside than this but are up against a malignant narcissist with zero scruples.
Value Drift retweeted
After the last two wipeouts (1992 and 2008) the next generation of the GOP was more radical and nihilistic than the previous. I am not anxious to see what comes next.
Value Drift retweeted
I settled a case for $27K for three clients last year. We spent a MONTH negotiating the non-disclosure agreement because the employer stated if all his employees sued him and settled like this, he would go BANKRUPT. His business model DEPENDED on wage theft. 8/
