# ![@davevermilion Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3765917302.png) @davevermilion David Nicoski CMT

David Nicoski CMT posts on X about stocks, china, money, bullish the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::3765917302/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:interactions.svg)

- [--] Week [-------] +362%
- [--] Month [-------] +131%
- [--] Months [---------] +264%
- [--] Year [---------] +49%

### Mentions: [--] [#](/creator/twitter::3765917302/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:posts_active.svg)

- [--] Week [--] +42%
- [--] Month [---] +32%
- [--] Months [---] +89%
- [--] Year [---] +13%

### Followers: [------] [#](/creator/twitter::3765917302/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:followers.svg)

- [--] Week [------] +0.74%
- [--] Month [------] +2.60%
- [--] Months [------] +17%
- [--] Year [------] +51%

### CreatorRank: [-------] [#](/creator/twitter::3765917302/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [us election](/list/us-election)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[stocks](/topic/stocks), [china](/topic/china), [money](/topic/money), [bullish](/topic/bullish) #440, [insurance](/topic/insurance), [$xrt](/topic/$xrt), [if you](/topic/if-you), [inflation](/topic/inflation), [mexico](/topic/mexico), [ai](/topic/ai)

**Top accounts mentioned or mentioned by**
[@jaguaranalytics](/creator/undefined) [@levensondavid](/creator/undefined) [@eladiosantiag14](/creator/undefined) [@ohare888](/creator/undefined) [@daviddtawil](/creator/undefined) [@traderbreeze](/creator/undefined) [@operationdanish](/creator/undefined) [@10009nyny](/creator/undefined) [@disruptorstocks](/creator/undefined) [@joecarlasare](/creator/undefined) [@leadlagreport](/creator/undefined) [@marionawfal](/creator/undefined) [@bankerweimar](/creator/undefined) [@gnoble79](/creator/undefined) [@littlemacrobear](/creator/undefined) [@davevermilion](/creator/undefined) [@timber001](/creator/undefined) [@garycardone](/creator/undefined) [@worldstrategist](/creator/undefined) [@john12782](/creator/undefined)

**Top assets mentioned**
[Robonomics Network (XRT)](/topic/$xrt) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Apple, Inc. (AAPL)](/topic/$aapl) [Campbell Soup Company (CPB)](/topic/$cpb) [CatCoin (CAT)](/topic/$cat) [Hanesbrands Inc. (HBI)](/topic/$hbi) [Alcoa, Corp. (AA)](/topic/$aa) [Deere & Company (DE)](/topic/$de) [April (APRIL)](/topic/april) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Dow Inc (DOW)](/topic/$dow) [Texas Instruments (TXN)](/topic/$txn) [Rally (RLY)](/topic/rally) [Oracle Corporation (ORCL)](/topic/$orcl) [Home Depot, Inc. (HD)](/topic/$hd) [Mosaic Co (MOS)](/topic/$mos) [Taiwan Semiconductor (TSM)](/topic/$tsm) [General Mills, Inc. (GIS)](/topic/$gis) [Spacemesh (SMH)](/topic/$smh) [Walmart, Inc. (WMT)](/topic/$wmt) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Frontline Ltd. (FRO)](/topic/$fro) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Strategy (MSTR)](/topic/$mstr) [Zimmer Biomet Holdings Inc (ZBH)](/topic/$zbh) [Carvana Co. (CVNA)](/topic/$cvna) [Enphase Energy Inc (ENPH)](/topic/$enph) [GammaSwap (GS)](/topic/$gs) [Wing Finance (WING)](/topic/$wing)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@pattabhivet Euro (EUR) 57.6% weight Japanese yen (JPY) 13.6% weight Pound sterling (GBP) 11.9% weight Canadian dollar (CAD) 9.1% weight Swedish krona (SEK) 4.2% weight Swiss franc (CHF) 3.6% weight Would prefer to look at the trade weighted US dollar index. Em mkt currencies are rev"  
[X Link](https://x.com/davevermilion/status/1134154442868023296)  2019-05-30T17:47Z 13.1K followers, [--] engagements


"The fed has the responsibility of making the financial system sound and smooth functioning. This is a chart of the South Korean Won there is significant fear in this. Also JNK LQD. Currenices bonds and the like are a complete mess. Opportunity at some point"  
[X Link](https://x.com/davevermilion/status/1537059813762420736)  2022-06-15T13:09Z 12.6K followers, [--] engagements


"$XRT certainly looks like a bottom-fishing candidate. Lower energy prices helping in the U.S"  
[X Link](https://x.com/davevermilion/status/1554873103192399874)  2022-08-03T16:53Z 12.6K followers, [--] engagements


"If you thought $HYG is ugly $TLT is far worse. So who is up fro a credit default $HYG vs $TLT (duration risk is the the bigger issue right now)"  
[X Link](https://x.com/davevermilion/status/1579809506963652609)  2022-10-11T12:21Z 12.6K followers, [--] engagements


"When your not buying new cars you fix them. $ORLY $AZO RS at all-time highs"  
[X Link](https://x.com/davevermilion/status/1590441436948094976)  2022-11-09T20:29Z 12.6K followers, [--] engagements


"The "Sound of Silence""  
[X Link](https://x.com/davevermilion/status/1597983740986523648)  2022-11-30T15:59Z 18.8K followers, [--] engagements


"$RY And more Diamonds. I have never seen this many in my 35yr career. Most often they are reversal patterns"  
[X Link](https://x.com/davevermilion/status/1599857719166410752)  2022-12-05T20:06Z 12.6K followers, [--] engagements


"$TOL. $LEN $DHI Who would have thought RS at [--] month highs on $LEN and $DHI"  
[X Link](https://x.com/davevermilion/status/1600594358302117889)  2022-12-07T20:53Z 12.6K followers, [--] engagements


"$LEN Something you wouldn't expect to see today RS now near [--] month highs. You would be up 30% relative to the S&P since the April low. Mentioned the homebuilders a number of times on Spaces. But we haven't hit a housing bottom"  
[X Link](https://x.com/davevermilion/status/1603475215958151168)  2022-12-15T19:40Z 12.6K followers, [---] engagements


"$HBI and $RICK The underwear barometer has never failed. Most places without underwear are doing fine. Thought you may need a good laugh"  
[X Link](https://x.com/davevermilion/status/1603783993467494400)  2022-12-16T16:07Z 12.6K followers, [----] engagements


"Steel the new tech stocks. $CLF"  
[X Link](https://x.com/davevermilion/status/1605937086107975680)  2022-12-22T14:43Z 12.6K followers, [---] engagements


"You can't build Technology without power and materials. $XLE and $CAT btw you may need food to do it $DE"  
[X Link](https://x.com/davevermilion/status/1607815091348455426)  2022-12-27T19:06Z 12.6K followers, [----] engagements


"Just for a laugh. Unpopular fact that more people wear uncerwear then drive a $TSLA. Plus you don't have to finance it. $HBI vs TSLA"  
[X Link](https://x.com/davevermilion/status/1610296901458354182)  2023-01-03T15:27Z 12.6K followers, [----] engagements


"Everyone is predicting a recession. $XRT remains in a well defined downtrend but there appears to be a near-term floor. Not bullish not bearish. Could rally back to the 200-day"  
[X Link](https://x.com/davevermilion/status/1610683872366448640)  2023-01-04T17:05Z 12.5K followers, [---] engagements


"$DB probably nothing European banks near 5yr RS highs. $UBS Looking good $HSBC Who knew"  
[X Link](https://x.com/davevermilion/status/1610702281040883712)  2023-01-04T18:18Z 12.6K followers, [---] engagements


"$BBWI what did you buy for your family for Xmas"  
[X Link](https://x.com/davevermilion/status/1611016153207566337)  2023-01-05T15:05Z 12.6K followers, [---] engagements


"$RCD (Unweighted Consumer Discretionary) vs $XRT (Weighted Consumer Discretionary) Small caps trouncing large caps and are at 2-yr RS highs. "  
[X Link](https://x.com/davevermilion/status/1611017458327904257)  2023-01-05T15:11Z 12.6K followers, [---] engagements


"$BK It's not Burger King. It is a Bank"  
[X Link](https://x.com/davevermilion/status/1611021857758527488)  2023-01-05T15:28Z 12.6K followers, [---] engagements


"$CLF highlighted a couple months ago. Not investment advice. I do not own. $CLF vs SP500"  
[X Link](https://x.com/davevermilion/status/1611066773616398484)  2023-01-05T18:27Z 12.6K followers, [---] engagements


"$ENPH is this a General or an Admiral"  
[X Link](https://x.com/davevermilion/status/1611190549725200384)  2023-01-06T02:38Z 12.6K followers, [----] engagements


"$USDEGP Egypt currency getting trounced. I haven't looked at this one in a long time"  
[X Link](https://x.com/davevermilion/status/1611223032000876544)  2023-01-06T04:48Z 18.8K followers, [----] engagements


"$AA H&S bottom"  
[X Link](https://x.com/davevermilion/status/1612848523980017665)  2023-01-10T16:27Z 12.6K followers, [----] engagements


"New US bills to be made from Lumber. Lumber bottomig is usually a positive for the market"  
[X Link](https://x.com/davevermilion/status/1615764789849882632)  2023-01-18T17:35Z 17.2K followers, [----] engagements


"$ENPH OHHH OHHHH"  
[X Link](https://x.com/davevermilion/status/1616175467270127627)  2023-01-19T20:47Z 12.6K followers, [----] engagements


"$ENPH highlighted the top several weeks ago"  
[X Link](https://x.com/davevermilion/status/1618275215548768256)  2023-01-25T15:50Z 12.6K followers, [----] engagements


"$ENPH Put out an Jan 5th re-highlighted a few weeks later with a bearish flag. $ENPH is this a General or an Admiral https://t.co/tGNGnu1oNt $ENPH is this a General or an Admiral https://t.co/tGNGnu1oNt"  
[X Link](https://x.com/davevermilion/status/1618276682024251393)  2023-01-25T15:56Z 12.6K followers, [----] engagements


"$COF apparently charge off are not as bad a expected"  
[X Link](https://x.com/davevermilion/status/1618317232005865473)  2023-01-25T18:37Z 12.6K followers, [----] engagements


"$GVA I have discussed the engineering and construction space for months. Mentioned at least [--] names I like over that period. Had several tell me that I was only trying to unload to as I was a bag holder and was told it was down 45% over the last [--] years. I try my best for all"  
[X Link](https://x.com/davevermilion/status/1623376424982745099)  2023-02-08T17:41Z 12.6K followers, [---] engagements


"$GVA This is the stock that I had to actually block people over. I rarely block anybody. How's that working for you RS at new highs but it was down 45% over the last [--] years. I loved engineering and construction stocks for the last [--] months"  
[X Link](https://x.com/davevermilion/status/1626255612479668227)  2023-02-16T16:22Z 12.6K followers, [----] engagements


"I am sure that by raising rates companies will want to invest in creating more output Lol. Keep those sanctions going. That will surely increase supply Production being curtailed faster then supply FED'S JEFFERSON: CURRENT INFLATION MAY BE MORE PERSISTENT THAN I THOUGHT BUT WE CANNOT REACT TO ONE DATA POINT. FED'S JEFFERSON: CURRENT INFLATION MAY BE MORE PERSISTENT THAN I THOUGHT BUT WE CANNOT REACT TO ONE DATA POINT"  
[X Link](https://x.com/davevermilion/status/1630246149914529792)  2023-02-27T16:39Z 13.6K followers, [----] engagements


"$EWW probably nothing. Mexico ETF at [--] year RS highs. $USDMXN USD vs Mexican Peso. Mexican Peso Near 5yr highs despite a rather strong USD yet"  
[X Link](https://x.com/davevermilion/status/1630618204157407232)  2023-02-28T17:17Z 12.5K followers, [----] engagements


"$BAC this might not be good"  
[X Link](https://x.com/davevermilion/status/1633867621052616705)  2023-03-09T16:29Z 12.6K followers, 31.9K engagements


"$XRT watching"  
[X Link](https://x.com/davevermilion/status/1635293732810653697)  2023-03-13T14:56Z 12.5K followers, [----] engagements


"$REGN vs the S&P 500"  
[X Link](https://x.com/davevermilion/status/1636069269543714816)  2023-03-15T18:18Z 12.6K followers, [---] engagements


"Sure the consumer is fine. $XRT"  
[X Link](https://x.com/davevermilion/status/1640384223189299200)  2023-03-27T16:04Z 12.6K followers, [----] engagements


"$BIIB RS vs the S&P 500"  
[X Link](https://x.com/davevermilion/status/1643662435075620876)  2023-04-05T17:10Z 12.6K followers, [----] engagements


"Would you rather own $KFT or $TSLA. $KFT is something you have to have. $TSLA sells 5-year payment plans has a great car. $KFT at RS highs not seen since 1-31-2023"  
[X Link](https://x.com/davevermilion/status/1643742017137278976)  2023-04-05T22:26Z 17.7K followers, [----] engagements


"$XRT one has to wonder what that is The consumer is doing great. New RS lows"  
[X Link](https://x.com/davevermilion/status/1648714468837212163)  2023-04-19T15:45Z 12.6K followers, [----] engagements


"$XLU vs $XLK What happens when growth moves down. Does the market indicate we are in a bull market with $XLV $XLP and $XLU leading When was the last time these started leading in a bull market Answer: Never Be careful"  
[X Link](https://x.com/davevermilion/status/1650526972320030721)  2023-04-24T15:47Z 12.6K followers, [----] engagements


"The consumer remains strong $XRT vs S&P 500"  
[X Link](https://x.com/davevermilion/status/1651599117448269827)  2023-04-27T14:48Z 12.6K followers, [----] engagements


"Let me guess being diversified means you all own the same stocks. Avg S&P [---] stock continues to DRAMATICALLY underperform. RSP vs S&P 500"  
[X Link](https://x.com/davevermilion/status/1651637730705637376)  2023-04-27T17:21Z 12.6K followers, [----] engagements


"$XRT not a pretty chart"  
[X Link](https://x.com/davevermilion/status/1654206996625629188)  2023-05-04T19:30Z 12.6K followers, [----] engagements


"$ITUB $GGAL $BSAC vs S&P [---] Yep looks like some financials are looking better"  
[X Link](https://x.com/davevermilion/status/1656729480931442695)  2023-05-11T18:34Z 12.6K followers, [---] engagements


"$HYG vs $KRE one of them is high yield (Junk bonds) and one of them isn't"  
[X Link](https://x.com/davevermilion/status/1657030116503855105)  2023-05-12T14:29Z 12.6K followers, [---] engagements


"Remember that time we had a bull market without the consumer Neither do I. $XRT retail index"  
[X Link](https://x.com/davevermilion/status/1658558070861996032)  2023-05-16T19:40Z 11.8K followers, [----] engagements


"@sonusvarghese @RyanDetrick @CarsonResearch If you wait for things to deteriorate youll be down 15-20% before you can act. If you really think the economy is strong tell me why the consumer is flat on their back. See $XRT. If you think credit isnt tightening you cannot see"  
[X Link](https://x.com/davevermilion/status/1658642139637579777)  2023-05-17T01:14Z [----] followers, [--] engagements


"I keep hearing the consumer is strong. How is that See $FL today. This is $XRT new RS low"  
[X Link](https://x.com/davevermilion/status/1659564910844444673)  2023-05-19T14:21Z 11.9K followers, [----] engagements


"$DE well look at that. Thats not good Was up $14 now down $4"  
[X Link](https://x.com/davevermilion/status/1659578684162940935)  2023-05-19T15:16Z 11.8K followers, [----] engagements


"@leadlagreport The consumer is strong $XRT"  
[X Link](https://x.com/davevermilion/status/1659632774389612559)  2023-05-19T18:51Z [----] followers, [--] engagements


"@soupman2425 Tell that to Dicks. $DKS"  
[X Link](https://x.com/davevermilion/status/1659640690752495616)  2023-05-19T19:22Z 12.6K followers, [--] engagements


"$DE nothing runs like a dead deer"  
[X Link](https://x.com/davevermilion/status/1660647303399591936)  2023-05-22T14:02Z 11.8K followers, [----] engagements


"$SOX Bull or Bear RS not at new highs rally back to a resistance area Time will tell"  
[X Link](https://x.com/davevermilion/status/1661038683523371008)  2023-05-23T15:57Z [----] followers, [--] engagements


"$NVDA S&P [---] and QQQ Just a picture"  
[X Link](https://x.com/davevermilion/status/1661097609048588290)  2023-05-23T19:51Z 12.6K followers, [----] engagements


"$GS not looking good. Mentioned on several spaces that Investment banks are one area I am not seeing strength. $IAI"  
[X Link](https://x.com/davevermilion/status/1664356310903582721)  2023-06-01T19:40Z 11.8K followers, [----] engagements


"I have been discussing this since last year. The Brazilian Real appears to be strengthening against the USD and the USD/BRL looks like a major top. Stop paying so much attention to the DXY and look for oppurtunity outside the DXY components. The DXY was formed in [----] and is the same components"  
[X Link](https://x.com/davevermilion/status/1666442929068552192)  2023-06-07T13:52Z 11.8K followers, [----] engagements


"$XRT vs S&P500 In just a few days all of a suden the consumer is fine. Reversal or relief rally Still too early to say. #StudentDebt"  
[X Link](https://x.com/davevermilion/status/1666446679560663042)  2023-06-07T14:07Z [----] followers, [--] engagements


"$GS hates bull markets $MS hates bull markets"  
[X Link](https://x.com/davevermilion/status/1667201460860321794)  2023-06-09T16:06Z 11.8K followers, [----] engagements


"$HD RS vs S&P [---]. This is what I meant by reading hieroglyphics. Extreme volatility in many names over time"  
[X Link](https://x.com/davevermilion/status/1667225854659706880)  2023-06-09T17:43Z 11.4K followers, [----] engagements


"Try ordering a part from Mercury or other Brunswick components. )Mercruiser because you can't all systems down. METTAWA Ill. June [--] [----] (GLOBE NEWSWIRE) -- Brunswick Corporation (NYSE: BC) recently experienced an IT security incident that has impacted some of its systems and global facilities. The Company has activated its response protocols which include pausing operations in some locations engaging leading security experts and coordinating with relevant law enforcement agencies. Brunswick is working to address the incident in order to restore the full functionality of the affected systems"  
[X Link](https://x.com/davevermilion/status/1669115171220930561)  2023-06-14T22:50Z 13.1K followers, [---] engagements


"$AMGN just buy more tech Not a pretty chart overall but def a swing trade for those that do them"  
[X Link](https://x.com/davevermilion/status/1669385148121374720)  2023-06-15T16:43Z 11.7K followers, [----] engagements


"@GRomePow @DisruptorStocks @RadicalAdem Well if they are good for them. Pay no attention to the $Xrt as the consumer stocks say things are not healthy as a whole. The economy is driven by the consumer and small businesses"  
[X Link](https://x.com/davevermilion/status/1670805069413904386)  2023-06-19T14:45Z [----] followers, [--] engagements


"Rarely would we see Brokers leading the way down after a true "Market low" $IAI"  
[X Link](https://x.com/davevermilion/status/1671894944024498176)  2023-06-22T14:56Z 12.4K followers, [----] engagements


"A true tragedy in the making. Imagine never knowing the opposing view or in some cases the truth. Freedom has literally died and over half the population wants that"  
[X Link](https://x.com/davevermilion/status/1672039366728855554)  2023-06-28T06:10Z [----] followers, [----] engagements


"Bank of America high yield index vs 10-yr treasury"  
[X Link](https://x.com/davevermilion/status/1673672577162653697)  2023-06-27T12:41Z [----] followers, [---] engagements


"Will ABNBs hit the market Prepping for listings to move up Discussed this many times in Spaces. One of our reccomendations as a bottom fishing candidate for several months. $RDFN"  
[X Link](https://x.com/davevermilion/status/1674053624593260545)  2023-06-28T14:05Z [----] followers, [----] engagements


"Mentioned $OPEN on spaces yesterday as well"  
[X Link](https://x.com/davevermilion/status/1674054724545388546)  2023-06-28T14:05Z [----] followers, [---] engagements


"@TradersRetreat Take a look at RE ERIE TRV insurance is crumbling"  
[X Link](https://x.com/davevermilion/status/1674235975805853696)  2023-06-29T01:58Z [----] followers, [--] engagements


"10 Yr yields - ohh ohh"  
[X Link](https://x.com/davevermilion/status/1674397076279443458)  2023-06-29T16:13Z [----] followers, [----] engagements


"$IAI broker dealers just continue to under perform"  
[X Link](https://x.com/davevermilion/status/1676982043375198209)  2023-07-06T15:50Z 11.4K followers, [---] engagements


"$XRT ment a number of times. $XRT vs S&P 500"  
[X Link](https://x.com/davevermilion/status/1678775351282135041)  2023-07-11T14:36Z 11.9K followers, [---] engagements


"Waiting $IAI"  
[X Link](https://x.com/davevermilion/status/1678839103045943296)  2023-07-11T18:50Z 11.4K followers, [---] engagements


"Remember that hardous waste train spill Rails are one of the best way to move cargo. $NSC Ment a number of times at the lows"  
[X Link](https://x.com/davevermilion/status/1678839609667493889)  2023-07-11T18:52Z 11.4K followers, [---] engagements


"Don't be Progressive. $PGR just wow"  
[X Link](https://x.com/davevermilion/status/1679632752050597895)  2023-07-13T23:23Z 11.9K followers, [----] engagements


"$AMGN again"  
[X Link](https://x.com/davevermilion/status/1681317072754847754)  2023-07-18T14:56Z 11.7K followers, [----] engagements


"$MOS $CF $NTR"  
[X Link](https://x.com/davevermilion/status/1681317517627916302)  2023-07-18T14:58Z 11.9K followers, [----] engagements


"$JBHT DJ J.B. Hunt Transport 2Q Revenue Drops Across All Business Units Tuesday July [--] [----] 08:25:58 PM (GMT)The company said its intermodal and dedicated integrated capacity solutions shipping segments lead the decline in total revenue"  
[X Link](https://x.com/davevermilion/status/1681401746411667459)  2023-07-18T20:33Z 13.8K followers, [----] engagements


"J.B. HUNT TRANSPORT SERVICES INC. REPORTS U.S. GAAP REVENUES NET EARNINGS AND EARNINGS PER SHARE FOR THE SECOND QUARTER [----] Second Quarter [----] Revenue:$3.13 billion; down 18% Second Quarter [----] Operating Income:$270.7 million; down 23% Second Quarter [----] EPS:$1.81 vs. $2.42; down 25%"  
[X Link](https://x.com/davevermilion/status/1681402001077182464)  2023-07-18T20:34Z 13.8K followers, [----] engagements


"$TSM vs $SOX"  
[X Link](https://x.com/davevermilion/status/1682021879400349696)  2023-07-20T13:37Z 11.4K followers, [---] engagements


"$GIS bouncing off major support levels"  
[X Link](https://x.com/davevermilion/status/1682025545528401920)  2023-07-20T13:51Z 11.9K followers, [---] engagements


"$ENPH down big in aftermarket"  
[X Link](https://x.com/davevermilion/status/1684659130135379969)  2023-07-27T20:16Z 11.8K followers, [----] engagements


"$FSLR from euphoria to what do I own"  
[X Link](https://x.com/davevermilion/status/1684925105183264768)  2023-07-28T13:53Z 11.4K followers, [---] engagements


"$WING is wingless today"  
[X Link](https://x.com/davevermilion/status/1684959511201673216)  2023-07-28T16:10Z [----] followers, [--] engagements


"I suggested this last year. Only around [---] million homes in the U.S. Roughly only 3-4 million change hands each year. why move when you locked ina mortgage sub 4%"  
[X Link](https://x.com/davevermilion/status/1685995215448907777)  2023-07-31T13:03Z [----] followers, [----] engagements


"Damn right there is. I had a Cadillac with the north star engine biggest piece of crap. Not buying a GM product again. Had to Remove the engine to replace sub standard head bolts that broke on their own. Then catalytic converter went out as the head gasket from failed studs got plugged"  
[X Link](https://x.com/davevermilion/status/1686192720446951425)  2023-08-01T01:50Z [----] followers, 15.8K engagements


"@JaguarAnalytics See LDOS"  
[X Link](https://x.com/davevermilion/status/1686762921928351744)  2023-08-02T15:36Z [----] followers, [---] engagements


"$GPN has been onour bottom-fishing report for weeks"  
[X Link](https://x.com/davevermilion/status/1686767452967821312)  2023-08-02T15:54Z 11.9K followers, [---] engagements


"@RostronE Yes but I think they will recover in the next qtr. lol"  
[X Link](https://x.com/davevermilion/status/1686858073971830785)  2023-08-02T23:40Z [----] followers, [---] engagements


"$PH big beat. Parker Reports Fiscal [----] Fourth Quarter and Full Year Results and Issues Guidance for Fiscal [----] Thursday August [--] [----] 11:30:39 AM (GMT) Fiscal [----] Fourth Quarter Highlights: - Sales increased 22% to a record of $5.1 billion; organic sales increased 6% - Total segment operating margin was 22.1% or a record 24.0% adjusted - EPS were $5.44 or a record of $6.08 adjusted - Debt reduction of $846 million in the quarter Fiscal [----] Full Year Highlights: - Sales increased 20% to a record of $19.1 billion; organic sales increased 11% - Total segment operating margin was 19.1% or a"  
[X Link](https://x.com/davevermilion/status/1687080161114513408)  2023-08-03T12:37Z [----] followers, [----] engagements


"$AAPL do you feel lucky Notice the RSI divergence"  
[X Link](https://x.com/davevermilion/status/1687094065286811648)  2023-08-03T13:34Z [----] followers, [----] engagements


"$EWZ still holding the trend. Trend appears intact to $32.2ish"  
[X Link](https://x.com/davevermilion/status/1687104566696034304)  2023-08-03T14:14Z 14.4K followers, [----] engagements


"There are a lot of positives and negatives in the Market. Sifting through charts tonight and found some real ugly breaks on these. $HLIT $DGII $KN $ADTN $CHEF $AVT and $ARW a few shown below. Also came across many bullish ones"  
[X Link](https://x.com/davevermilion/status/1687263939225141248)  2023-08-04T00:47Z 14.4K followers, [----] engagements


"New title for this: Socialism aides in cratering equities"  
[X Link](https://x.com/anyuser/status/1688874402908135424)  2023-08-08T11:26Z [--] followers, [----] engagements


"$AMGN that is a long pole"  
[X Link](https://x.com/davevermilion/status/1688906939298701314)  2023-08-08T13:36Z 11.9K followers, [----] engagements


"Does it matter Passive investing has a significance on equities. [---] ETFs have Apple Inc. within its Top [--] holdings as displayed below.212 ETFs have Tesla Inc within its Top [--] holdings as displayed below. Top [---] ETFs with NVDA / NVIDIA Corp"  
[X Link](https://x.com/davevermilion/status/1689334433973735424)  2023-08-09T17:54Z [----] followers, [----] engagements


"USD says hold my beer"  
[X Link](https://x.com/davevermilion/status/1691063542106001408)  2023-08-14T12:25Z [----] followers, [----] engagements


"US broker dealer ETF $IAI coming back to support. This needs to hold"  
[X Link](https://x.com/davevermilion/status/1691815046567915526)  2023-08-16T14:11Z 11.9K followers, [---] engagements


"$TGT were the eps not good enough or just a oversold rally RS downtrend remains intact"  
[X Link](https://x.com/davevermilion/status/1691832340031422850)  2023-08-16T15:20Z 11.9K followers, [----] engagements


"@TexDoggie Exactly Higher for longer erodes any dividend yield. If we see a turn higher it suggests defensive positioning despite higher rates long only funds will pursue losing less in an environment with a negative backdrop"  
[X Link](https://x.com/davevermilion/status/1691843325752463691)  2023-08-16T16:04Z [----] followers, [---] engagements


"$AA telling us something"  
[X Link](https://x.com/davevermilion/status/1691845002102538521)  2023-08-16T16:10Z 11.9K followers, [----] engagements


"$HYG Junk bonds"  
[X Link](https://x.com/davevermilion/status/1692180028572725359)  2023-08-17T14:22Z 11.9K followers, [----] engagements


"$XLP Who wants food and basic necessities XLP breaking down. On a RS basis it looks better but not a bastion of strength. Sometimes losing less if you have to be invested works sometimes it doesn't"  
[X Link](https://x.com/davevermilion/status/1692193214780821882)  2023-08-17T15:14Z [----] followers, [---] engagements


"@WallStSai Unless demand is dropping due to high finance rates"  
[X Link](https://x.com/davevermilion/status/1692221307985801275)  2023-08-17T17:06Z [----] followers, [---] engagements


"$TSM The largest foundry in the world is near 15-year RS lows vs the SOX index. Fathom that"  
[X Link](https://x.com/davevermilion/status/1693633354308911286)  2023-08-21T14:37Z 11.4K followers, [----] engagements


"I recall after the $QCOM price target of $1000 and after the bubble popped it was noted that in order for it to make that target they would have had to sell each person on the planet [--] phones in order to make that even reasonable. Have fun with NVDA. Today they gained almost [---] bil in mkt cap with a revenue guide up of [--] billion. I am sure they beat but it better be perfect"  
[X Link](https://x.com/davevermilion/status/1693748019634594044)  2023-08-21T22:12Z [----] followers, [----] engagements


"This occurred on Aug 2nd $FWRD Headline: Earnings Flash (FWRD) FORWARD AIR CORPORATION Reports Q2 Revenue $338M vs. Street Est of $447.7M Wednesday August [--] [----] 08:48:12 PM (GMT) from $120 to $65. When top line misses that bad makes you wonder if there is a slowdown"  
[X Link](https://x.com/davevermilion/status/1693959088365809975)  2023-08-22T12:11Z 18.8K followers, [----] engagements


"Historically over the last [--] years market bottoms were made by small caps. The Avg S&P [---] is far underperforming their large cap mkt weighted brethren. What is different Rates breaking a 40-year downtrend"  
[X Link](https://x.com/davevermilion/status/1694126586180567099)  2023-08-22T23:17Z [----] followers, [----] engagements


"@OHare888 Does it typically happen in a bear market or a bull market. When you know you know"  
[X Link](https://x.com/davevermilion/status/1694201050230563040)  2023-08-23T04:13Z [----] followers, [---] engagements


"If you dont see inflation your not looking in the right place. Just got a quote for a [--] gallon power vented hot water heater Installed at over $5200"  
[X Link](https://x.com/davevermilion/status/1696164568274203057)  2023-08-28T14:15Z [----] followers, [----] engagements


"$NVDA highest volume day in NVDA on earnings 8/24 and closed at the lows. Read it anyway you want. It did go on to make a new closing high but never took out the 8/24 high"  
[X Link](https://x.com/davevermilion/status/1697622939774915002)  2023-09-01T14:50Z [----] followers, [---] engagements


"Who needs commodities when you have AI"  
[X Link](https://x.com/davevermilion/status/1699053259757936880)  2023-09-05T13:33Z [----] followers, [----] engagements


"Everything is great pay no attention to the man behind the curtain"  
[X Link](https://x.com/davevermilion/status/1699615790054428784)  2023-09-07T02:49Z [----] followers, [----] engagements


"$TSM vs $SOX the largest foundry in the world now at [--] yr RS lows and $TSM vs $SMH also at [--] year RS lows"  
[X Link](https://x.com/davevermilion/status/1700113050924188010)  2023-09-08T11:45Z 11.4K followers, [---] engagements


"Things are getting hot Oven Mitt formation confirmed"  
[X Link](https://x.com/davevermilion/status/1700232641784541679)  2023-09-08T19:40Z 12.6K followers, [----] engagements


"Commodity driven currencies such as the Brazilian Real Canadian dollar are near 1-month highs vs the USD index that is hitting multi-month highs. The CAD is also showing signs of strength over the last couple of weeks"  
[X Link](https://x.com/davevermilion/status/1702333237291569199)  2023-09-14T14:47Z [----] followers, [----] engagements


"@JaguarAnalytics What does this look like USD/BRL long-term"  
[X Link](https://x.com/davevermilion/status/1702334883182621037)  2023-09-14T14:53Z [----] followers, [---] engagements


"$ARCH We love coal for Christmas. Highlighted a number of times over the last several weeks. $HCC as well"  
[X Link](https://x.com/davevermilion/status/1702358931459195157)  2023-09-14T16:29Z 11.9K followers, [---] engagements


"How's that $DUK going See for yourself. Put out this AM https://t.co/LNPNEOWEX3 Put out this AM https://t.co/LNPNEOWEX3"  
[X Link](https://x.com/davevermilion/status/1702392178327028069)  2023-09-14T18:41Z 11.4K followers, [----] engagements


"$GDXJ keep watch and $GDX"  
[X Link](https://x.com/davevermilion/status/1702677819216810116)  2023-09-15T13:36Z [----] followers, [---] engagements


"While Union membership is much lower today. It is important to note that during inflationary periods COLA's helped protect the American worker. Also realize that inflation beget more inflation. Where are we now In [----] the number of major strikes [----] nearly matched that"  
[X Link](https://x.com/davevermilion/status/1702687009842811145)  2023-09-15T14:13Z [----] followers, [--] engagements


"@the_chart_life But we are in a Bull market just how can that happen"  
[X Link](https://x.com/davevermilion/status/1702695286391603501)  2023-09-15T14:46Z [----] followers, [---] engagements


"@gleng2041 @MichaelMOTTCM Bond dumping global rates broke a [--] yr downtrend day traders need to be taken out and quashed"  
[X Link](https://x.com/davevermilion/status/1703586858926530809)  2023-09-18T01:48Z [----] followers, [---] engagements


"Lol even the crappy Russell [----] is outperforming the SOX index since may 30th of [----] and I certainly wouldnt buy the Russell [----] both are bearish. TSM is at [--] year lows vs the Sox index imagine the largest foundry in the world is underperforming the index in now the last [--] years btw they make the chips for the global economies of the world"  
[X Link](https://x.com/davevermilion/status/1703589997868101979)  2023-09-18T02:01Z [----] followers, [---] engagements


"@gleng2041 @MichaelMOTTCM Ok did I say it was the day traders No I said they will be taken out I have been a professional analyst on Wall Street for [--] years. No I did not say that"  
[X Link](https://x.com/davevermilion/status/1703590365373039062)  2023-09-18T02:02Z [----] followers, [---] engagements


"Your completely misunderstanding what I am saying. Bonds broke a [--] yr downtrend this is not cyclical this is secular bond rates are going higher until something breaks thats how it works. Day traders have only been exacerbating the market moves higher with bond rates going up. Are they the cause No do they supply liquidity absolutely. That liquidity needs to be taken out why Because they are only trading techicals sonething I do for a living I also h have knowledge of fundamentals and this purely primitive Neanderthal behavior always ends horribly"  
[X Link](https://x.com/davevermilion/status/1703593652310757887)  2023-09-18T02:15Z [----] followers, [--] engagements


"I spend time on fintwit to try and provide history. I have no energy to argue history. I have the data and experience to know when irrational behavior takes place. I do not enjoy blocking people I am not condescending nor an angry person but I dont have time or energy to make my point I have zero desire to block anyone but I just had to tonight. As porky pig would say Thats Thats all folks"  
[X Link](https://x.com/davevermilion/status/1703600386215498079)  2023-09-18T02:42Z [----] followers, 11.9K engagements


"When fintwit goes quiet over the next few weeks while everyone tries to rationalize the markets you will know that no one knows what is happening. People with experience do not step out to share Ill be quiet on fintwit for the rest of the month"  
[X Link](https://x.com/davevermilion/status/1703605608031703402)  2023-09-18T03:03Z [----] followers, 22.8K engagements


"@CollinRugg New movie coming out called "Dude where's my Jet""  
[X Link](https://x.com/davevermilion/status/1703834198597890453)  2023-09-18T18:11Z [----] followers, [----] engagements


"$DFS Discovering support"  
[X Link](https://x.com/davevermilion/status/1703834558574010695)  2023-09-18T18:13Z 11.9K followers, [----] engagements


"$XRT The Consumer is great they just walk in and take what they want"  
[X Link](https://x.com/davevermilion/status/1703834840154440033)  2023-09-18T18:14Z [----] followers, [----] engagements


"@MichaelMOTTCM Historically the yield inversion is corrected with short term yields coming down to squash the inversion this time around long bond yields moving up to Un invert. Been saying this is the likely scenario for awhile"  
[X Link](https://x.com/davevermilion/status/1704837774237466670)  2023-09-21T12:39Z [----] followers, [---] engagements


"Every focusing on the equity markets. Meanwhile Nat Gas is saying look at me"  
[X Link](https://x.com/davevermilion/status/1704840042542186875)  2023-09-21T12:48Z [----] followers, 13.6K engagements


"@DividendDynasty Ok so its a retail REIT So what if the stores decide they want to close down where is their concentration geographically San Fran NYC Portland Washington If you dont know that then you have no idea what the investment is"  
[X Link](https://x.com/davevermilion/status/1705041436733755879)  2023-09-22T02:08Z [----] followers, [---] engagements


"Please read this from a good friend"  
[X Link](https://x.com/davevermilion/status/1705375934973637077)  2023-09-23T00:18Z [----] followers, [----] engagements


"Well I have pointed out what is working and what is not working. I have not declared it is a bull market or a bear market overall. The divergence between stocks hitting [--] month [--] month lows and highs are enormous. Have discussed the passive investing craze it isnt the market I want it is the market we have"  
[X Link](https://x.com/davevermilion/status/1705571229506105508)  2023-09-23T13:14Z [----] followers, [--] engagements


"@notabigdeal111 Yep let the pension and insurance funds take the hit. It certainly brings govt debt levels down"  
[X Link](https://x.com/davevermilion/status/1705598216677245088)  2023-09-23T15:01Z [----] followers, [--] engagements


"The Mouse is still dead. $DIS"  
[X Link](https://x.com/davevermilion/status/1706771977044656611)  2023-09-26T20:45Z [----] followers, [--] engagements


"@Mnorinsberg Well I do expect that KIa and Hyundai gain market share but most likely in lower auto sales anyway"  
[X Link](https://x.com/davevermilion/status/1707009302488060255)  2023-09-27T12:28Z [----] followers, [--] engagements


"GS commodity index I have highlighted this a number of times at the downtrend reversal. In the 70's you bought commodities to take advantage of price increases. This is the chart of GS commodity index vs the S&P [---]. What's in your wallet"  
[X Link](https://x.com/davevermilion/status/1707015160211165683)  2023-09-27T12:51Z [----] followers, [---] engagements


"Unpopular opinion Solar panels are great for getting a Tan"  
[X Link](https://x.com/davevermilion/status/1707063582737797349)  2023-09-27T16:04Z [----] followers, [----] engagements


"It may fit with my narrative on the potential for a Emerging market strength posted earlier today"  
[X Link](https://x.com/davevermilion/status/1707410886648811596)  2023-09-28T15:04Z [----] followers, [---] engagements


"Hows those EVs working"  
[X Link](https://x.com/davevermilion/status/1708558694525423712)  2023-10-01T19:05Z [----] followers, [----] engagements


"10year at 4.74%. USD surging again. 107.18"  
[X Link](https://x.com/davevermilion/status/1709168355020587301)  2023-10-03T11:27Z [----] followers, [----] engagements


"Something you don't see everyday [--] yr bonds"  
[X Link](https://x.com/davevermilion/status/1709270651486286110)  2023-10-03T18:14Z [----] followers, [----] engagements


"Market Stats"  
[X Link](https://x.com/anyuser/status/1709319368633360692)  2023-10-03T21:27Z [--] followers, [---] engagements


"@KobeissiLetter And it is all a survey one of the most useless economic data the govt produces. Keep that in mind"  
[X Link](https://x.com/davevermilion/status/1709379415166115874)  2023-10-04T01:26Z [----] followers, [---] engagements


"IWM and % of issues above their 50-day moving average. Historically near-term oversold conditions present themselves when we get close to 10%. The % of issues above their respective 200-day moving average is a much better indicator for major bottoms. Historically when this gets to 10% we see a longer lived bottom. This remains elevated off that level and a breakdown would likely secure a move lower. Near-term bounce likely with a likely break lower is in the cards"  
[X Link](https://x.com/davevermilion/status/1709535949892317529)  2023-10-04T11:48Z [----] followers, [----] engagements


"USD overbought RSI divergence. In the case of being overbought it is often the case to remain elevated and correct overbought conditions through time and remain in an uptrend. See prior overbought levels in 2022"  
[X Link](https://x.com/davevermilion/status/1709537990819631177)  2023-10-04T11:56Z [----] followers, [----] engagements


"CWH My previous comments are relegated to the entire industry. It's the economy. CWH Recreational Vehicle Industry Association (RVIA) reports Aug shipments (16.9%) y/y Tuesday September [--] [----] 12:33:11 PM (GMT) Aug data: Total RV shipments [-----] units vs year-ago [-----] unitsTowable RVs [-----] units (14.6%) y/y Motorhomes [----] units (28.3%) y/y Park Model RVs [---] wholesale shipments (14.8%) y/y Editor's note: this data was dated 24-Sep-23 on the website"  
[X Link](https://x.com/davevermilion/status/1709601726662156478)  2023-10-04T16:09Z [----] followers, [----] engagements


"S&P [---] stocks above the 50-day moving average. Now approaching the June and October lows. The S&P says I don't care just trade the index. Concentration Risk ALERT. Next chart is S&P [---] stocks above the 200-day moving average. Now breaking below any level we have had this year. Warning Will Robinson"  
[X Link](https://x.com/davevermilion/status/1709700656615805155)  2023-10-04T22:42Z [----] followers, [----] engagements


"Wtf they know walls dont work Imagine the lunacy of this https://apple.news/AqOzO3F9cT4ygX_jqOdWzVg https://apple.news/AqOzO3F9cT4ygX_jqOdWzVg"  
[X Link](https://x.com/davevermilion/status/1709729055329644855)  2023-10-05T00:35Z 12.6K followers, [---] engagements


"And all this is happening in a bull market RETAIL STOCK DOWN FROM ALL TIME HIGHS $NKE -47% $CVS -40% $TGT -60% $SBUX -28% $DG -60% $DLTR -41% $EBAY -47% $ULTA -28% $WBA -77% $BBY -51% $WSM -32% $DKS -31% $BBWI -61% $WHR -50% $VFC -83% $RH -66% $BROS -70% $GPS -80% $ASO -35% $M -84% $UAA -87% $JWN -82% $KSS -76% $SHAK RETAIL STOCK DOWN FROM ALL TIME HIGHS $NKE -47% $CVS -40% $TGT -60% $SBUX -28% $DG -60% $DLTR -41% $EBAY -47% $ULTA -28% $WBA -77% $BBY -51% $WSM -32% $DKS -31% $BBWI -61% $WHR -50% $VFC -83% $RH -66% $BROS -70% $GPS -80% $ASO -35% $M -84% $UAA -87% $JWN -82% $KSS -76% $SHAK"  
[X Link](https://x.com/davevermilion/status/1709891721331384775)  2023-10-05T11:22Z 12.5K followers, [----] engagements


"@wabuffo I realize that the data appears good but equities just don't care. The good data isn't helping $NSC now near [--] year lows. $300 to $189"  
[X Link](https://x.com/davevermilion/status/1709971615784513814)  2023-10-05T16:39Z [----] followers, [---] engagements


"Not a call or an opinion. No I don't endorse a long. KRE vs Russell [----]. Factset shows an 83.4% short position. This is just an observation"  
[X Link](https://x.com/davevermilion/status/1710005858946388074)  2023-10-05T18:55Z [----] followers, [----] engagements


"It truly saddens me to see the brutality taking place. Killing unarmed families woman and children. This is nothing short of a slaughter. How does one ascertain of who is good and who is bad on the other side of each conflict how should Israel defend itself The ability for them to move into Gaza will end in catastrophe in the same manner you cannot determine good or bad and any and all will be determined to be bad. It is saddening to see this"  
[X Link](https://x.com/davevermilion/status/1711006679129616457)  2023-10-08T13:12Z [----] followers, [----] engagements


"@BitcoinMiningWA Yep agree 100%. USD peaking I would say so. Israel selling [--] bil worth of USD to stem the hemorrhaging in the Scheckel"  
[X Link](https://x.com/davevermilion/status/1711787206237413647)  2023-10-10T16:54Z [----] followers, [--] engagements


"@DisruptorStocks @merlinscapital They could have just cut the size of their burrito 20%. Had Chipotle [--] weeks ago $22.XX for one. lol"  
[X Link](https://x.com/davevermilion/status/1712089996428251229)  2023-10-11T12:57Z 17.2K followers, [---] engagements


"@JaguarAnalytics Hitting like flies"  
[X Link](https://x.com/davevermilion/status/1714087996566192442)  2023-10-17T01:16Z [----] followers, [---] engagements


"@realDillonEvans Tell me what retailers are above the [---] day moving average tell me there are more then half. Now look at restaurants and tell me how many are over the 200-day there should be a huge list. Also is retail sales up when adjusted for inflation"  
[X Link](https://x.com/davevermilion/status/1714260343164154035)  2023-10-17T12:41Z [----] followers, [---] engagements


"What happens when everyone owns the same stonks"  
[X Link](https://x.com/davevermilion/status/1714279110758080724)  2023-10-17T13:56Z [----] followers, [----] engagements


"Positive divergences in Breadth in IWM The Russell [----] is only 6% of mkt cap it takes very little inflows to move from large caps to small caps. The Russell [----] is 94% of mkt cap. Deep thoughts by Jack Handey"  
[X Link](https://x.com/davevermilion/status/1714279585641308504)  2023-10-17T13:57Z [----] followers, [---] engagements


"Lower then the covid crash Global Ocean Container Rates have just hit a 5-year low After a brief rise in ocean container rates over the summer peak season didn't last long as demand began falling again last month and has driven ocean container rates down to a new YTD and 5-year low (global composite). https://t.co/UzOSmfCIy3 Global Ocean Container Rates have just hit a 5-year low After a brief rise in ocean container rates over the summer peak season didn't last long as demand began falling again last month and has driven ocean container rates down to a new YTD and 5-year low (global"  
[X Link](https://x.com/davevermilion/status/1714313148470030563)  2023-10-17T16:11Z 17.6K followers, [----] engagements


"@JaguarAnalytics @PaperGainsInc Agree interesting that RS vs the S&P is only a consolidation over the last few months and not a new low"  
[X Link](https://x.com/davevermilion/status/1714459128486072558)  2023-10-18T01:51Z 17.8K followers, [---] engagements


"I have seen the same thing pretty much in every earnings release. That is not true growth when demand is declining"  
[X Link](https://x.com/davevermilion/status/1714818909390451147)  2023-10-19T01:41Z [----] followers, [----] engagements


"@NNNIncome Yeah but think of all the gas you saved in that time period"  
[X Link](https://x.com/davevermilion/status/1715172803899527391)  2023-10-20T01:07Z [----] followers, [---] engagements


"Equity buyers are on strike"  
[X Link](https://x.com/davevermilion/status/1715378773233684578)  2023-10-20T14:45Z [----] followers, [----] engagements


"@unusual_whales Things you do when you repatriate too support your currency"  
[X Link](https://x.com/davevermilion/status/1716443776703439278)  2023-10-23T13:17Z [----] followers, [----] engagements


"Dow jones transports Prob nothing"  
[X Link](https://x.com/davevermilion/status/1716640807648690358)  2023-10-24T02:20Z [----] followers, [----] engagements


"One bright spot on import data"  
[X Link](https://x.com/davevermilion/status/1716778464890507456)  2023-10-24T11:27Z [----] followers, [----] engagements


"@JaguarAnalytics Nothing to see here. $TRU"  
[X Link](https://x.com/davevermilion/status/1716823854663045218)  2023-10-24T14:27Z [----] followers, [---] engagements


"@Mr_Neutral_Man @JaguarAnalytics Facebook Marketplace you see markdowns on used items"  
[X Link](https://x.com/davevermilion/status/1716947563407114639)  2023-10-24T22:39Z [----] followers, [--] engagements


"$TXN at [--] yr RS lows"  
[X Link](https://x.com/davevermilion/status/1717176948500079096)  2023-10-25T13:51Z 11.9K followers, [---] engagements


"@ArturoVandelayI @MarkNeuman18 yep We have been bullish insurance names for the last several weeks. See KIE KBWP"  
[X Link](https://x.com/davevermilion/status/1717202158972498259)  2023-10-25T15:31Z [----] followers, [--] engagements


"$GIS vs $XLP"  
[X Link](https://x.com/davevermilion/status/1717217789553832184)  2023-10-25T16:33Z 11.9K followers, [---] engagements


"$CPB winter is coming. I'll take a bowl please"  
[X Link](https://x.com/davevermilion/status/1717228659348582658)  2023-10-25T17:16Z 11.8K followers, [---] engagements


"@LittleMacroBear $CPB $GIS $CAG"  
[X Link](https://x.com/davevermilion/status/1717228970075394089)  2023-10-25T17:17Z [----] followers, [---] engagements


"What was once loved is now getting love again $TGT. Difficult to determine how long outperformance will be But looks like lows have been made"  
[X Link](https://x.com/davevermilion/status/1717558493303963873)  2023-10-26T15:07Z [----] followers, [---] engagements


"Prob due to a strong economy"  
[X Link](https://x.com/davevermilion/status/1717562997025935629)  2023-10-26T15:25Z [----] followers, [----] engagements


"@DisruptorStocks $LEG says everything is fine"  
[X Link](https://x.com/davevermilion/status/1717581867530977293)  2023-10-26T16:40Z [----] followers, [---] engagements


"$CLS ohh ohh. Was a name we liked along with $JBL"  
[X Link](https://x.com/davevermilion/status/1717630089863577656)  2023-10-26T19:51Z 11.9K followers, [----] engagements


"$EWZ vs $EEM"  
[X Link](https://x.com/davevermilion/status/1717907982757843103)  2023-10-27T14:15Z 17.7K followers, [---] engagements


"@JaguarAnalytics 100% agree. Things are great Im still trying to figure out how to invest in a hot GDP number"  
[X Link](https://x.com/davevermilion/status/1717923789609054483)  2023-10-27T15:18Z [----] followers, [----] engagements


"@PracticalHare Well it is all up to the USD right now it is really a wait and see. It looks good on a relative basis but I have little trust in the market overall"  
[X Link](https://x.com/davevermilion/status/1717954158412661219)  2023-10-27T17:19Z [----] followers, [---] engagements


"I bought the gdp yesterday so Im now up 4.9% on a bad tape"  
[X Link](https://x.com/davevermilion/status/1717996014064349630)  2023-10-27T20:05Z [----] followers, [----] engagements


"@JayAppl62893313 Same here"  
[X Link](https://x.com/davevermilion/status/1718627690809352401)  2023-10-29T13:55Z [----] followers, [---] engagements


"I recall everyone saying its a bull market. Too many times I indicated that bull markets do not have financials moving down retailers and transports moving toward [--] week lows. Yes it was a bull market in the S&P and Nasdaq by index level but under the surface it has been ominous and not anywhere similar to previous market lows. You can have a market low but it doesnt have to be the market low. Again I have never seen a market move up and sustain an advance with poor breadth for a true bull market. Eerily the most similar is in a nifty fifty environment. Now we will find out soon if all those"  
[X Link](https://x.com/davevermilion/status/1718769925106421773)  2023-10-29T23:20Z [----] followers, 44.9K engagements


"And yes I called the low at the end of June in [--] and the October low so dont think I am a perennial bear"  
[X Link](https://x.com/davevermilion/status/1718770261527269490)  2023-10-29T23:22Z [----] followers, [----] engagements


"@CalebFranzen You do realize that I did make a bullish call on the overall market in October and I made a bearish call on the banks and that small caps would also underperform throughout February and they broke in early March. No one was talking about the financials at that time"  
[X Link](https://x.com/davevermilion/status/1718928800577192067)  2023-10-30T09:52Z [----] followers, [---] engagements


"An "L" shaped recovery $ON Many expected a "V" shaped recovery in the economy. I will stick with the "L" remember the bidding up of the market expecting a Fed "pivot""  
[X Link](https://x.com/davevermilion/status/1718987308798521678)  2023-10-30T13:44Z 11.9K followers, [---] engagements


"@alex_avoigt @WholeMarsBlog Could it not also be an indication of overall demand for EVs as well What vehicle do they produce that has the highest profit margin"  
[X Link](https://x.com/davevermilion/status/1719152976982413766)  2023-10-31T00:43Z [----] followers, [----] engagements


"We have been declaring a secular Bull market in this for the last [--] years"  
[X Link](https://x.com/davevermilion/status/1719327985398911187)  2023-10-31T12:18Z [----] followers, [----] engagements


"The Russell [----] is roughly only 5% of the market cap of the entire Russell [----]. Now that is a lot to expect the mega-caps to continue to prop up the market. The total market cap of Russell [----] stocks was $2.23 Trillion on May [--] [----] while the market cap of Apple and Microsoft is nearly $2.76 Trillion and $2.37 Trillion respectively. The Russell [----] Index tracks the performance of small-cap stocks in the US stock market.May [--] 2023"  
[X Link](https://x.com/davevermilion/status/1719351754620280989)  2023-10-31T13:52Z [----] followers, [---] engagements


"Natty doing what it does"  
[X Link](https://x.com/davevermilion/status/1719382411752948043)  2023-10-31T15:54Z [----] followers, [----] engagements


"I mentioned a number of Restaurants on spaces that were showing reversals. $WING $EAT $CBRL $DRI etc $WING with a beat $EAT with a beat. My guess people still eat People will still buy clothes over high priced items. Thoughts"  
[X Link](https://x.com/davevermilion/status/1719688603154972829)  2023-11-01T12:11Z [----] followers, [----] engagements


"What is better small caps (IWM) or XRT I know look at that retail chart. Damn scary right"  
[X Link](https://x.com/davevermilion/status/1719785936844640349)  2023-11-01T18:38Z [----] followers, [----] engagements


"I thought an increase in minimum wage wouldnt affect prices Imagine that Its govt induced inflation I hate politicians"  
[X Link](https://x.com/davevermilion/status/1719910129095610793)  2023-11-02T02:51Z [----] followers, [----] engagements


"OK who broke the USD"  
[X Link](https://x.com/davevermilion/status/1720052085058617839)  2023-11-02T12:15Z [----] followers, [----] engagements

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