InvestiBrew @InvestiBrew Twitter profile

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InvestiBrew

17 hours

After having spent the last 6 hours breaking my neck on research Here's why I believe the current $IWM $TLT behavior might signal a hyperinflation scenario for the US coming up $SPY $SPX set up for lost decade, $GLD $OIL and $BABA going to rip higher Let's run it 🧵☕️

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InvestiBrew

@InvestiBrew

8 days

Fed's balance sheet from yesterday's release Cutting rates prematurely while selling assets is not normal If you think this is going to be good for $SPY $SPX, you have a 50% correction incoming Fed sitting in trillions of losses too, not a healthy divergence 📉☕️

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InvestiBrew

@InvestiBrew

3 months

@TicTocTick I think that the $SPY selling volume in the last 30 mins of trading was a telltale sign of a potential top here Quickly rejected the top excess, and it's part of a macro low volume node as well Idk what might trigger it other than Japan tonight, but it looks like a red day ☕️

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InvestiBrew

@InvestiBrew

3 months

@thexcapitalist $AMZN is definitely the point man in the US attempt to retain technological leadership globally And cloud with access to millions of users is going to create a massive compounding effect in not only consumption but also surveillance and cybersecurity ☕️

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InvestiBrew

@InvestiBrew

19 days

I've been a big $WBA bear since last year But After riding the wave down, something I never expected to see just happened, and I now think this stock could become a $CVNA 2.0 IF Management does everything they need to do right Let's break down my targets and pain trade 🧵☕️

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InvestiBrew

@InvestiBrew

2 months

When someone like George Soros decides to get out of his way and portfolio trends, you better listen His recent $73.8 million position in $BABA is outside of his other position trends, and that to me means high conviction David Tepper, Michael Burry, and others on board too ☕️

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InvestiBrew

@InvestiBrew

3 months

@TicTocTick Awesome pick and timing, really like your market profile analysis You might want to start looking into $HSY and $SKX ☕️

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InvestiBrew

@InvestiBrew

2 months

Portfolio highlights September-December 2024: - Short $TOL on homebuilders weakness - Long $TLT on a rate cut bet, flight to safety on yield curve breakout - $BABA calendar spread long Nov $85 calls, short Sep $85 calls, long stock - $GLD $SLV long/short spread Link in bio ☕️

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InvestiBrew

@InvestiBrew

3 months

@TicTocTick It certainly hits different to read your newsletter mails after market hours, looking at the charts and getting a cigar ready to decompress for tomorrow Keep it up Tic ☕️

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InvestiBrew

@InvestiBrew

1 month

@TicTocTick Completely agree, the spread between the housing starts and building permits is at the widest in a while, signaling price contraction Inventory per capita is at all-time high We have an unaffordability crisis built on top of massive inventory ☕️

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InvestiBrew

@InvestiBrew

2 months

@DailyCompoundng Now it’s Burry and Dalio (through $MCHI) who are all China bulls Most of my net worth is riding on China, which is unwise I get it But All markers say US is in the toilet, while China is about to make a jump $BABA leads the way ☕️

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InvestiBrew

@InvestiBrew

2 months

@MikeZaccardi That’s the outside casing on $SPY $SPX But The index is making higher highs on lower volume and that’s never good Plus Equity risk premiums are on the rise, bonds haven’t moved as if 50bps but rather 25bps $DXY leads the way to a 7-month low No good 📉☕️

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InvestiBrew

@InvestiBrew

17 days

Jim Cramer just said $BA is uninvestable I think this is the bottom now lol ☕️

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InvestiBrew

@InvestiBrew

2 months

@DailyCompoundng Most people have no idea what sort of tailwinds are coming to the Chinese stock market Citizens mostly invest in real estate for wealth building and retirement If they adopt the 401(k) model, it'll be billions of inflow into ETFs like $MCHI or blue chips like $BABA ☕️

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InvestiBrew

@InvestiBrew

8 days

@TicTocTick This is one of the main reasons we landed on a short thesis for $TOL and $WSM for the coming quarters Going to be fireworks ☕️

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InvestiBrew

@InvestiBrew

1 month

@EquityBrian My biggest thesis for being a China bull is the spread between stock yields and the Chinese 10 year Measured against the CSI 300 or $MCHI, this is the largest spread since 2007 This could be a potential multi-year rally in $BIDU $TCEHY and $BABA Opportunity of the decade 📈☕️

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InvestiBrew

@InvestiBrew

3 months

@BourbonFps My DCF currently assumes revenue to stay below inflation through 2028 No buybacks, no boost in margins from the card costs, no change in tax rates (Trump 15% proposed) And fair value is still $120 $PYPL is an easy buy all day ☕️

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InvestiBrew

@InvestiBrew

3 months

@TicTocTick It’s a popularity contest it seems But Value always wins In markets and in life, keep putting out the good content Tic, genuinely enjoy the newsletters and educational resources in there ☕️

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InvestiBrew

@InvestiBrew

9 days

@DividendDude_X Wouldn't be surprised to see him add more to his $OXY after the decline But, we're smaller investors, not tied to only large and mega cap names I'd prefer smaller energy names higher in the value chain: $CHK (pitched and took profit already) $RIG $HP ☕️

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InvestiBrew

@InvestiBrew

6 months

Hello Twitter! Welcome to InvestiBrew's small corner of the internet, where we will talk about investing and trading in a slow & concise way... So sit down, grab a coffee, and get ready to compound your capital 📈

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InvestiBrew

@InvestiBrew

2 months

@leadlagreport Makes sense as the yield curve inverts Stanley Druckenmiller has been long $TLT for a while now, so have we I think this is more a flight to safety rather than a rate cut bet ☕️

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InvestiBrew

@InvestiBrew

2 months

Everyone's talking about the $BABA primary listing But, do you really know how that could affect the stock? I think it could be worth closer to $400 a share if this happens Oh, and here's an indicator to show you the economy is about to declare depression Link in bio ☕️

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InvestiBrew

@InvestiBrew

5 months

@thexcapitalist With the CSI 300 paying a higher dividend yield than the Chinese 10-year bond 😮‍💨 $BABA could easily go to $180-$220 on a base case in the next 3 years ☕️

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InvestiBrew

@InvestiBrew

27 days

@TheLongInvest Yet less than 25% invest in the stock market I would be unpatriotic for people not to buy $BABA now that it is primarily listed in China Then $MSCI will have to add this name to its holdings as mandate forces them Going to be a good 10-year run for Chinese stocks ☕️

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InvestiBrew

@InvestiBrew

1 month

$BABA is now $97.6 in Hong Kong We’re definitely going to close the week above $100 in US ☕️

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InvestiBrew

@InvestiBrew

5 months

@Darkminer71 Options premium is definitely the best kept secret in the stock market, not for the faint of heart though ☕️

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InvestiBrew

@InvestiBrew

2 months

@BourbonCap The thing is, it is Stanley Druckenmiller who makes most of the shots for Soros He's also recently sold out of $NVDA and bought into $TLT and other stocks in China Sign of the times for $BABA ☕️

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InvestiBrew

@InvestiBrew

4 months

@SRxTrades Willing to go contrarian here Print showed profit taking all of Friday, and it looks like $248-$250 is the stopping level to go back to $230 or $212 - Q1 and Q2 lower annual delivery numbers 📉 - Lower profit per vehicle rates 📉 Hitting previous excess zones for a pivot ☕️

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InvestiBrew

@InvestiBrew

2 months

@CheddarFlow I do think we will see a morning bounce on $SPY $SPX as overnight inventory got too short and will need adjustment But, the overall bias and direction remains bearish, don't be fooled ☕️

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InvestiBrew

@InvestiBrew

3 months

@TicTocTick Read the daily plan last night as I went over the chart and market profile Crazy accurate, congrats ☕️

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InvestiBrew

@InvestiBrew

9 days

$BABA back to the $100 level we warned about during the rally Unfortunately I will lose my 700 shares at $90 as rolling doesn't make much sense here But, I'm happy to do a bull calendar spread if it gets lower from here ☕️

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InvestiBrew

@InvestiBrew

4 months

@DividendDudeYT It's a crazy high ROIC business, and steadily high gross margins will likely keep up its 3.2% dividend payout Plus, margins often = pricing power And that only comes through deep market share + penetration It's a wealth compounder with rock-solid FCF at 24.4x for a reason ☕️

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InvestiBrew

@InvestiBrew

3 months

@NewsLambert Florida (mainly Orlando/Tampa) Multi-family is seeing shortages and no new inventory in sight Single family is the opposite, cap rates on some Zip codes are reaching 6.5-7.5% today, crazy opportunity ☕️

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InvestiBrew

@InvestiBrew

1 month

It's not often you get to see a stock like $GOOGL trade this low Or $META back in 2022 below $90 Today though, I want to focus on a name unlikely to make headlines until most investors are loaded up on it That stock is $AAP, only at 45% of its 52-week high Let's run it 🧵☕️

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InvestiBrew

@InvestiBrew

13 days

@TicTocTick It’s a bit concerning to see the $SPY $SPX make new all-time highs on no volume $ES inventory is tapped out to the upside I think we see $5,200 sooner than most expect ☕️

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InvestiBrew

@InvestiBrew

3 months

@Oculustrade Until you need capital to afford trading full time ☕️

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InvestiBrew

@InvestiBrew

3 months

Amazing breakdown of the new rotation trade out of big tech and into small cap stocks Stanley Druckenmiller - who traded shoulder to shoulder with George Soros - sold out of $NVDA to reallocate into $IWM and $TLT today ☕️

Win Smart, CFA

@WinfieldSmart

8 months

Small Caps $IWO $IWM 📈

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InvestiBrew

@InvestiBrew

4 months

Most investors who have read about Warren Buffett focus on ROE as their filtering metric to pick stocks That's great, but ROIC is better. Why? It takes into account a company's debt and capital spending cycle Here's how $WFG bottomed its ROIC and is ready to rally 🧵☕️

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InvestiBrew

@InvestiBrew

1 month

I don’t trust this $SPY $SPX rally on the second half Morning dip was inventory adjustment as stated from $ES overnight action But here all I see are large orders of over 10 million shares on the $SPY BELOW bid Short covering rally, no new buyers Selloff before close? ☕️

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InvestiBrew

@InvestiBrew

11 days

@Mr_Derivatives Leveraged economy and outsized financial asset returns Anyone remember how this also happened for Japan right before the “lost decade”? We’re going to have to pay the piper soon enough.. ☕️

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InvestiBrew

@InvestiBrew

3 months

@HayekAndKeynes Just wait until boomers start injecting all that new inventory Until then, I’d watch the spread between building permits and housing starts It’s typically a good indicator of when the market is about to dump And it says it’s about to 📉☕️

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InvestiBrew

@InvestiBrew

10 days

@great_martis At some point someone has to care about how over leveraged we are My concern is that each time this indicator is past 160%, the $SPX $SPY returns are basically flat over the next decade Japan’s lost decade coming up soon? ☕️

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InvestiBrew

@InvestiBrew

4 months

I’m convinced that $NKE stock is going back to $100 or more in a couple months I’ll be loading some $100 strike call options with October expiration ☕️

InvestiBrew

@InvestiBrew

4 months

I saved (have been) 40-60% of my income for years, all in the hopes of accumulating enough quality stocks in my 20s, so that I could live off my assets in my 30s After $NKE sold off by over 20% in a single day, here's why I'm adding it to my long-term portfolio 🧵☕️

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InvestiBrew

@InvestiBrew

27 days

@Mr_Derivatives Most people fail to realize the impact that China and US's interest rate cuts will have on the global economy This new leveraging is going to send commodities and other assets like $BTC higher of course It comes down to valuations between the $MCHI $KWEB and $SPY $QQQ ☕️

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InvestiBrew

@InvestiBrew

3 months

@riyadosofian Even assuming that revenues grow at or below inflation, this stock is worth $90-$100 all day That’s without buybacks When you factor those in, $PYPL looks like a $120 stock ☕️

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InvestiBrew

@InvestiBrew

28 days

@Mr_Derivatives I agree with the pullback Might even get to $89-$91 level before we continue It's only natural after all of the old buyers finally getting a chance to get out after 2 years of painful price action ☕️

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InvestiBrew

@InvestiBrew

4 months

@itsCblast There’s going to be an ATR breakout soon When that happens it’s $70 again then we will test the tape and see if it reacts or continues Imo fair value is closer to $105 for $PYPL Mizuho is getting close at $90 ☕️

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InvestiBrew

@InvestiBrew

2 months

@DailyCompoundng People have no idea how much a Chinese version of the 401k will benefit $MCHI and blue chip stocks like $BABA Essentially nobody in China invests in stocks, only real estate Once that changes, it’ll be a gold rush ☕️

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InvestiBrew

@InvestiBrew

1 month

Tomorrow's newsletter post We break down our previous pitch on $GOOGL at this bottom Why we bought into $BA recently, and also why $BABA is getting the attention of more mega investors Of course $SPX $SPY path too Link in bio ☕️

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InvestiBrew

@InvestiBrew

11 days

$SPY $SPX is once again making new highs on lower volume = Bearish Our divergence model shows the risk reward favoring short bias here Trade levels: $585 - $585.25 $582.75 $580.75 - $578.5 Value Areas: $584.5 $579.75 $ES net long tonight, morning adjustment tomorrow? ☕️

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InvestiBrew

@InvestiBrew

5 months

@MMMTwealth Any other economy with China’s stock market to 10-year bond yield spread would have buyers coming in all day long 5.2% vs 2.3% roughly, insane… Yet because of negative media and “risks” nobody is batting an eye at great companies like $BABA ☕️

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InvestiBrew

@InvestiBrew

2 months

Literally shopping for home furniture with the wife Comparing stuff between $AMZN and $BABA 30-50% lower prices on average Tell me how this stock has double digit FCF yield and is still sub $200? ☕️📈

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InvestiBrew

@InvestiBrew

2 months

Don’t be fooled by the falling futures We have a lot of overnight inventory on the short side from Friday’s red day on $SPY $SPX Wouldn’t be surprised if we see a morning rally to adjust this inventory, then a continuation lower or channel within $546-$550 ☕️

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InvestiBrew

@InvestiBrew

2 months

@ChefWai93 @BourbonCap Remember Soros and Druckenmiller take on trades after figuring out “what the world will look like” in 12-18 months from now So this looks like them calling the next cycle to be headed by China ☕️

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InvestiBrew

@InvestiBrew

1 month

@Mr_Derivatives I think anything below $22-$24 is a good deal on $INTC Probably this takeover bid could meet a proper valuation of $45+ After all, they’ve become the pentagon’s top choice for supply, $3.5 billion in new grants Not $AMD, not $MU, not $NVDA ☕️

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InvestiBrew

@InvestiBrew

12 days

Tomorow's newsletter post We break down a new quant strategy we developed for intermediate-term moves in the $SPY $SPX Ripe for the channeling/trending markets in $ES today Also, why $PLD is a buy today, with a $130 price target for earnings this week Link in bio ☕️

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InvestiBrew

@InvestiBrew

2 months

@charliebilello Im very divided in this camp I think that if the Fed cuts by 25bps, not 50bps then the market throws a tantrum selloff And, if they go with 50bps then - as you say - the market will know something’s wrong and then scare selloff Honestly playing it day by day ☕️

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InvestiBrew

@InvestiBrew

3 months

@thexcapitalist @ConsensusGurus Double-digit growth across the board Completely dismantled all fears of the GLP-1 selloff $HIMS should see $19.25 close or more tomorrow, nothing but buying pressure on today’s tape AND we closed green in the middle of a market selloff See you tomorrow 📈☕️

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InvestiBrew

@InvestiBrew

2 months

@leadlagreport Is this a new inverse Yellen ETF coming? ☕️

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InvestiBrew

@InvestiBrew

25 days

@TradingThomas3 Is this like when Goldman said $NVDA was a table pounding buy right before the earnings flop? Too many markers indicating just the opposite ☕️

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InvestiBrew

@InvestiBrew

2 months

@TicTocTick I agree with you here I think CPI will be hot, but whether that's going to be bullish or bearish for the market I think depends on how the $SPY $SPX closes today If we see a big move down in the last 30 mins, then good for the market, if a big move up, then bad ☕️

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InvestiBrew

@InvestiBrew

2 months

@notmrmanziel Typically the $SPX $SPY has a 12-18 month lag to the inverted yield curve and a contracting manufacturing PMI This is now the longest lag in history of the market We are so overdue for a correction ☕️

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InvestiBrew

@InvestiBrew

19 days

$TLT might be approaching our entry once again Feel comfortable letting it ride down to $94.75 consider a buy if new aggressive buyers come in Otherwise I can short it at $96 on aggressive selling down to $94.75 to then flip my book entirely More to come ☕️

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InvestiBrew

@InvestiBrew

1 month

@WarrenPies @dailydirtnap With the yield curve steepening, it’s always been good for $XLE I think major shocks could come to $OIL, positioning myself in $CHK and $RIG as they refused to break below major support levels Relative valuation and EPS growth above industry, top of earnings chain ☕️

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InvestiBrew

@InvestiBrew

1 month

The main thing for me in Chinese stocks is the fact that the CSI 300, or $MCHI dividend yield is at the largest spread vs the Chinese 10-year Any other market and this would've triggered a massive equity buy spree, but not in China due to extreme fear $BABA is my top choice ☕️

Tiho Brkan

@TihoBrkan

1 month

Unless there is a year-end rally, the Chinese stock market is on track for the fourth down year in a row. This is exceptionally rare for any global market. Several key names — Alibaba, JD, Tencent, etc — show just how much corporate value creation fundamentals (FCF per share in

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InvestiBrew

@InvestiBrew

2 months

@patientinvestt Been in this stock for three years now Honestly not surprised (but very pleased) that this is now a Buffett stock Fair value for $ULTA is closer to $600 in my opinion not even accounting for the massive buybacks and new ROIC from increased CapEx ☕️

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InvestiBrew

@InvestiBrew

17 days

$WBA is up by over 3.5% since we pitched it out both in this thread and our newsletter Expect to see a breakout up to $12.5 before we retest for new buyers Next earning announcement is going to be my catalyst for sure Option open interest is highest at that strike 👀☕️

InvestiBrew

@InvestiBrew

19 days

I've been a big $WBA bear since last year But After riding the wave down, something I never expected to see just happened, and I now think this stock could become a $CVNA 2.0 IF Management does everything they need to do right Let's break down my targets and pain trade 🧵☕️

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InvestiBrew

@InvestiBrew

17 days

$SPY $SPX volatility contracted today below its five-year average Volume dried up to show no interest at higher prices, short bias at this level $ES short overnight, morning bounce before selloff Trading levels: $572.75 - $573.3 - $574 $570.5 - $568.3 Value Area: $571.25 ☕️

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InvestiBrew

@InvestiBrew

4 months

@BuffetTracker There are so many markers especially in housing and personal credit signaling this is going to be the mother of all crashes ☕️

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InvestiBrew

@InvestiBrew

4 months

@GayBearRes Guessing college costs for a CS degree will come down now? lol yeah right ☕️

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InvestiBrew

@InvestiBrew

15 days

$WBA position update Going net long over the weekend Very long Catalyst is next week on earnings, all factors still point to a potential run above $12.5 Markets are betting they’ll announce something big ☕️

InvestiBrew

@InvestiBrew

19 days

I've been a big $WBA bear since last year But After riding the wave down, something I never expected to see just happened, and I now think this stock could become a $CVNA 2.0 IF Management does everything they need to do right Let's break down my targets and pain trade 🧵☕️

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InvestiBrew

@InvestiBrew

11 days

$WBA is now up over 14% since we pitched this earnings catalyst idea If the stock holds above $9.8 today or this week I'll keep it to run toward $12.5 within the quarter Nicely done trade here ☕️

InvestiBrew

@InvestiBrew

19 days

I've been a big $WBA bear since last year But After riding the wave down, something I never expected to see just happened, and I now think this stock could become a $CVNA 2.0 IF Management does everything they need to do right Let's break down my targets and pain trade 🧵☕️

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InvestiBrew

@InvestiBrew

2 months

@GameofTrades_ Typically the $SPY $SPX has a 12-18 month lag to the inverted yield curve and manufacturing PMI The divergence between the inversion and PMI contraction is now over 21 months Overdue for a correction is an understatement ☕️

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InvestiBrew

@InvestiBrew

1 month

Futures are lower and so is the Nikkei $ES inventory went home a bit on the short side so expect a morning bounce before we balance Overall bias is bearish headed into FOMC ☕️

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InvestiBrew

@InvestiBrew

2 months

@Mr_Derivatives Store of value Correlated to $SPY $SPX The future 😮‍💨☕️

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InvestiBrew

@InvestiBrew

3 months

@Kross_Roads They’re fighting with Mizuho’s $90 price target Only because they’re not getting their FX positions bailed by the BOJ Everyone knows that $PYPL is a $100+ stock ☕️

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InvestiBrew

@InvestiBrew

18 days

@BourbonCap Crazy, I always kicked myself for missing $CELH in the early days Never got around to trying their product and getting hooked on it (coffee addict), so postponed my deep dive But now, I think the valuation justifies a redemption ☕️

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InvestiBrew

@InvestiBrew

1 month

It's not stopping Over $200 billion have been sold in the first hour of trading below bid $SPY $SPX is starting to unload inventory We've pointed for a while now that $ES commitment of traders report was tapped out to the long side Commercials are as short as 2007 ☕️

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InvestiBrew

@InvestiBrew

19 days

Going in for $TLT Immediate target $101.5 If we get more direction from economic data soon enough then I think we clear to $115 ☕️

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InvestiBrew

@InvestiBrew

1 month

@Kross_Roads Adding this momentum, I think $PYPL could end the year above $100 Base case valuation is closer to $135 and that’s where I’d be considering a trim Started buying it below $60 ☕️

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InvestiBrew

@InvestiBrew

16 days

Just read that Stanley Druckenmiller is shorting US bonds This is rare, as he was quoted to be long $TLT last quarter after collecting his $NVDA profits This affects my long in $TLT of course, will reassess what's happening here ☕️

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InvestiBrew

@InvestiBrew

3 months

@riyadosofian Right, and weight loss is only ONE of their 10 product offerings GLP-1s were only introduced in December 2023 as well, so the short thesis based on those products is (should be) dead right now Just wrote a thread on this and the levels I expect $HIMS to get to ☕️

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InvestiBrew

@InvestiBrew

3 months

@TicTocTick 100% agree on these levels, the current spread between corporate bond yields and treasury bond yields suggest it is about to dip again Meaning, there is going to be an added risk premium to owning $SPY over $TLT I call for $4,520 before we see real recovery / capitulation ☕️

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InvestiBrew

@InvestiBrew

4 months

@AntonKreil This is what peak male performance looks like ☕️

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InvestiBrew

@InvestiBrew

10 days

$SPY $SPX is starting to breakout in volatility and volume again Meaning, new sellers coming in, no longer profit taking Bear market starts today, $ES key tonight Trade levels: $582.5 - $583.5 $581.25 $578.5 - $580.25 $577.5 - $575.25 Value areas: $584 $579.75 $576.25 ☕️

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InvestiBrew

@InvestiBrew

1 month

Look at those selling clips BELOW bid This is not normal dumping, this is an institutional level of selling, below bid means get out at all costs $ES not looking good, $SPY $SPX misguiding by price There are not more buyers left here ☕️

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InvestiBrew

@InvestiBrew

3 months

An economic indicator with - I dare say - 100% ACCURACY just turned very green for Chinese stocks Any other market and it would've already triggered a mass of stock buyers flocking into the $MCHI and other blue-chips like $BABA Their fear, your gain? 🧵☕️

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InvestiBrew

@InvestiBrew

2 months

@StealthQE4 I eat steak 3-5x a week I'm spending roughly $40 per meal cooked at home, this is insane PCE is not right, needs to change in its measure and account for grocery, insurance, and healthcare inflation ☕️

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InvestiBrew

@InvestiBrew

3 months

@burrytracker I have a Turkish friend who is allegedly in this trade My concern is that when a country is paying out this high an interest rate, it typically means anything but good news Is it justified? ☕️

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InvestiBrew

@InvestiBrew

1 month

@ahern_brendan Only the beginning, we could see massive adoption further Not to mention the $BABA requirements from institutions like $MSCI ☕️

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InvestiBrew

@InvestiBrew

26 days

@RetirementRight The $SPY $SPX has just run out of buyers No volume on the way up, and the past few days have formed a classic Pb pattern on the volume profile That’s as clear sign of a top as you get All fundamental data favors a short 📉☕️

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InvestiBrew

@InvestiBrew

3 months

@StealthQE4 Small relief rally before we continue down? ☕️

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InvestiBrew

@InvestiBrew

2 months

@MomAngtrades Rate cuts is basically admitting that the economy is broken and needs to be bailed out The question is Will the Fed cut rates because something bad happened, or will something bad happen because the Fed will cut rates ☕️

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InvestiBrew

@InvestiBrew

3 months

@StealthQE4 FL and Texas are the leading indicators in real estate values Both crashing is a sign of worst to come ☕️📉

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InvestiBrew

@InvestiBrew

3 months

Last $DIS park day at Hollywood studios today Definitely going to see an earnings beat coming up Pre-COVID net margins and P/E is inevitable Stock to $200 as fair value ☕️📈

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InvestiBrew

@InvestiBrew

24 days

Pretty good close for $SPY $SPX in my opinion Holding long inventory again overnight, traded all the levels we gave out yesterday New buyers only came in for the second half of the day, which is good for tomorrow Short covering dominated the morning, no new sellers after ☕️

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InvestiBrew

@InvestiBrew

2 months

This is why I have been calling some of the other indicators on the table which all build to a bearish case on the $SPY $SPX, with a long on $TLT as a hedge I've been bearish since July 2023 but also bought every dip, as it was too early to call it Now I think it's time 📉☕️

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InvestiBrew

@InvestiBrew

2 months

@DividendTalks I agree this is an obvious buy, just like a $META was last year when it got below $90 But, I'd wait to see how $GOOGL responds at these levels, if not going lower to $140 for the ultimate positioning ☕️

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InvestiBrew

@InvestiBrew

11 days

$BA opened a $10 billion credit line $25 billion shelf registration on top of that Then there's the layoffs Markets reaching nicely around the $148-$152 area, I think if we hold before earnings on the 23rd we could see the pop toward $188-$192 ☕️

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InvestiBrew

@InvestiBrew

2 months

Just saw two big orders for over 10 million shares each come in for the $SPY $SPX $ES These were sell orders, each coming in well below the bid, roughly 1-2% below This is either inventory adjustment or someone is expecting a big move down soon 📉☕️

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InvestiBrew

@InvestiBrew

12 days

2. The idea of mean reversion is not new, but I thought to apply it to moving average divergences rather than just a pair of stocks So, here's the spread between the $SPY $SPX 150 day moving average minus the 20 day moving average Notice (visually) the mean reversion properties

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