Sentiment View: Bonds Bullish (Fundamentals) VS Equities Bearish (Fundamentals)

Your *bonds* view/positioning is (primary reason in brackets):

[Bearish = rising yields]

[Bullish = falling yields]

Bullish (Fundamentals)
43.7%
Bullish (Technicals)
9.3%
Bearish (Fundamentals)
33.5%
Bearish (Technicals)
13.5%

Your equities view/positioning is (primary reason in brackets): $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $DJIA(.DJI)$

Bullish (Fundamentals)
28.8%
Bullish (Technicals)
18.2%
Bearish (Fundamentals)
36%
Bearish (Technicals)
17.1%

The market has run into round-number resistance.10yr yield rebounding back above 4%, DXY also rebounding, WTI crude up off support, gold pulling back but still above 2k, stocks rolling over from resistance...

https://twitter.com/Callum_Thomas/status/1743748553124774019

US Stocks Opportunities

Here are a theme that collects the best quality or your most bullish US stocks, Share your thoughts here!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Michael mcallister
01-10
Michael mcallister
Great wrote up
Tom Chow
01-10
Tom Chow
good

Leave a comment

730

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":260690578579584,"tweetId":"260690578579584","gmtCreate":1704673003666,"gmtModify":1704801638234,"author":{"id":4119585774197632,"authorId":4119585774197632,"authorIdStr":"4119585774197632","name":"Callum_Thomas","avatar":"https://community-static.tradeup.com/news/330631c73153df9dd9d6476ce73081b8","vip":8,"userType":8,"introduction":"Global Macro & Asset Allocation Research","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"84ac2c57901b463da0573a608cc0b2a5","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"US Stocks Opportunities","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":84ac2c57901b463da0573a608cc0b2a5}&rnconfig={\"headerBarHidden\": true}","description":"Here are a theme that collects the best quality or your most bullish US stocks, Share your thoughts here!","image":"https://static.tigerbbs.com/09d268d2d1fb9f45eacf5430006f3845"}],"images":[],"coverImages":[],"title":"Sentiment View: Bonds Bullish (Fundamentals) VS Equities Bearish (Fundamentals)","html":"<html><head></head><body>Your *bonds* view/positioning is (primary reason in brackets): [Bearish = rising yields] [Bullish = falling yields]<ul><li>Bullish (Fundamentals)43.7%</li><li>Bullish (Technicals)9.3%</li><li>Bearish (Fundamentals)33.5%</li><li>Bearish (Technicals)13.5%</li></ul>Your equities view/positioning is (primary reason in brackets): <a data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\"S&amp;P 500\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a data-mention-id=\".IXIC\" class=\"teditor-mention\" data-mention-name=\"NASDAQ\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a data-mention-id=\".DJI\" class=\"teditor-mention\" data-mention-name=\"DJIA\" href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a> <ul><li>Bullish (Fundamentals)28.8%</li><li>Bullish (Technicals)18.2%</li><li>Bearish (Fundamentals)36%</li><li>Bearish (Technicals)17.1%</li></ul>The market has run into round-number resistance.10yr yield rebounding back above 4%, DXY also rebounding, WTI crude up off support, gold pulling back but still above 2k, stocks rolling over from resistance...https://twitter.com/Callum_Thomas/status/1743748553124774019</body></html>","htmlText":"<html><head></head><body>Your *bonds* view/positioning is (primary reason in brackets): [Bearish = rising yields] [Bullish = falling yields]<ul><li>Bullish (Fundamentals)43.7%</li><li>Bullish (Technicals)9.3%</li><li>Bearish (Fundamentals)33.5%</li><li>Bearish (Technicals)13.5%</li></ul>Your equities view/positioning is (primary reason in brackets): <a data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\"S&amp;P 500\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a data-mention-id=\".IXIC\" class=\"teditor-mention\" data-mention-name=\"NASDAQ\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a data-mention-id=\".DJI\" class=\"teditor-mention\" data-mention-name=\"DJIA\" href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a> <ul><li>Bullish (Fundamentals)28.8%</li><li>Bullish (Technicals)18.2%</li><li>Bearish (Fundamentals)36%</li><li>Bearish (Technicals)17.1%</li></ul>The market has run into round-number resistance.10yr yield rebounding back above 4%, DXY also rebounding, WTI crude up off support, gold pulling back but still above 2k, stocks rolling over from resistance...https://twitter.com/Callum_Thomas/status/1743748553124774019</body></html>","text":"Your *bonds* view/positioning is (primary reason in brackets): [Bearish = rising yields] [Bullish = falling yields] Bullish (Fundamentals) 43.7% Bullish (Technicals) 9.3% Bearish (Fundamentals) 33.5% Bearish (Technicals) 13.5% Your equities view/positioning is (primary reason in brackets): $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $DJIA(.DJI)$ Bullish (Fundamentals) 28.8% Bullish (Technicals) 18.2% Bearish (Fundamentals) 36% Bearish (Technicals) 17.1% The market has run into round-number resistance.10yr yield rebounding back above 4%, DXY also rebounding, WTI crude up off support, gold pulling back but still above 2k, stocks rolling over from resistance... https://twitter.com/Callum_Thomas/status/1743748553124774019","highlighted":1,"essential":2,"paper":2,"likeSize":730,"commentSize":2,"repostSize":40,"favoriteSize":0,"link":"https://ttm.financial/post/260690578579584","repostId":0,"isVote":1,"tweetType":1,"viewCount":1430,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[".DJI",".SPX",".IXIC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":631,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":261450954977448,"gmtCreate":1704841338629,"gmtModify":1704841351415,"authorId":4162283133704272,"author":{"id":4162283133704272,"authorId":4162283133704272,"name":"Michael mcallister","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":260690578579584,"type":1,"supId":0,"prevId":0,"content":"Great wrote up ","text":"Great wrote up ","html":"Great wrote up ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":261375920406696,"gmtCreate":1704823019642,"gmtModify":1704823031926,"authorId":4156573848876002,"author":{"id":4156573848876002,"authorId":4156573848876002,"name":"Tom Chow","avatar":"https://community-static.tradeup.com/news/b85f5e5acfe3f789a38fe740b486781c","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":260690578579584,"type":1,"supId":0,"prevId":0,"content":"good","text":"good","html":"good","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/260690578579584"}